Serena Jones - Member of 10% owner group, 10%+ Owner at Goosehead Insurance, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Member of 10% owner group, 10%+ Owner
Issuer Symbol
GSHD on Nasdaq
All Insider Reports
All Insider Reports

There are no Buy or Sell transactions made by Serena Jones since 25 Feb 2025

Holdings reported by Serena Jones for Goosehead Insurance, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
LLC Units in Goosehead Financial, LLC 482,599 $42,965,788 $89.03 22 Aug 2025 Direct Class A Common Stock 482,599
LLC Units in Goosehead Financial, LLC 151,246 $13,465,431 $89.03 22 Aug 2025 SLJ Dynasty Trust Class A Common Stock 151,246
LLC Units in Goosehead Financial, LLC 9,788 $871,425 $89.03 22 Aug 2025 Alexandra Nicole Rogers Trust Class A Common Stock 9,788
LLC Units in Goosehead Financial, LLC 9,788 $871,425 $89.03 22 Aug 2025 Benjamin Douglas Jones Trust Class A Common Stock 9,788
LLC Units in Goosehead Financial, LLC 9,787 $871,336 $89.03 22 Aug 2025 Brendan Scot Jones Trust Class A Common Stock 9,787
LLC Units in Goosehead Financial, LLC 9,787 $871,336 $89.03 22 Aug 2025 Emily Marie Jones Trust Class A Common Stock 9,787
LLC Units in Goosehead Financial, LLC 9,787 $871,336 $89.03 22 Aug 2025 Joshua Thomas Jones Trust Class A Common Stock 9,787
LLC Units in Goosehead Financial, LLC 0 $0 $89.03 22 Aug 2025 SLJ 2023 Grantor Retained Annuity Trust Class A Common Stock 161,094
Class B Common Stock 482,599 22 Aug 2025 Direct
Class B Common Stock 151,246 22 Aug 2025 SLJ Dynasty Trust
Class B Common Stock 9,788 22 Aug 2025 Alexandra Nicole Rogers Trust
Class B Common Stock 9,788 22 Aug 2025 Benjamin Douglas Jones Trust
Class B Common Stock 9,787 22 Aug 2025 Brendan Scot Jones Trust
Class B Common Stock 9,787 22 Aug 2025 Emily Marie Jones Trust
Class B Common Stock 9,787 22 Aug 2025 Joshua Thomas Jones Trust
Class B Common Stock 0 22 Aug 2025 SLJ 2023 Grantor Retained Annuity Trust

Transactions reported by Serena Jones for Goosehead Insurance, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.