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
Stock Symbol
GSHD on Nasdaq
Industry
Insurance Agents, Brokers & Service
All Insider Reports
All Insider Reports

There are no Buy or Sell transactions made by Serena Jones since 12/25/2023

Holdings reported by Serena Jones for Goosehead Insurance, Inc.

Class Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
LLC Units in Goosehead Financial, LLC 370K $27.4M $74.01 Aug 30, 2023 Direct Class A Common Stock
LLC Units in Goosehead Financial, LLC 179K $13.3M $74.01 Aug 30, 2023 SLJ Dynasty Trust Class A Common Stock 179K
LLC Units in Goosehead Financial, LLC 161K $11.9M $74.01 Aug 30, 2023 SLJ 2023 Grantor Retained Annuity Trust Class A Common Stock 161K
Class B Common Stock 370K Aug 30, 2023 Direct
Class B Common Stock 179K Aug 30, 2023 SLJ Dynasty Trust
Class B Common Stock 161K Aug 30, 2023 SLJ 2023 Grantor Retained Annuity Trust
Class A Common Stock 0 $74.01 Aug 30, 2023 Direct

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.