Buys
Open market- Shares
- Avg price
- Total value
Serena Jones - Member of 10% owner group, 10%+ Owner at Goosehead Insurance, Inc.
Issuer-level insider activity
- Role
- Member of 10% owner group, 10%+ Owner
- Issuer ticker
- GSHD on Nasdaq
- Entity type
- Individual
- Source filing history
- Open source filing history
Identity
Names, identifiers, and filing context for this profile.
1 identity field
Source evidence
Original filing metadata and source links for verification.
1 source field
Past-year transaction volume for Serena Jones in Goosehead Insurance, Inc.
Sells
Open market- Shares
- -250
- Avg price
- $67.50
- Total value
- -$16,875
Net
Past year- Shares
- -250
- Share %
- -100%
- Total value
- -$16,875
Reported holdings for Serena Jones in Goosehead Insurance, Inc.
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 367,697
- Estimated value
- $20,175,534
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 367,697
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 367,697
- Estimated value
- $20,175,534
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 367,697
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 151,121
- Estimated value
- $8,292,009
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- SLJ Dynasty Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 151,121
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 151,121
- Estimated value
- $8,292,009
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- SLJ Dynasty Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 151,121
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 114,777
- Estimated value
- $6,297,813
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 114,777
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 114,777
- Estimated value
- $6,297,813
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 114,777
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,788
- Estimated value
- $537,067
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Alexandra Nicole Rogers Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,788
- Estimated value
- $537,067
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Alexandra Nicole Rogers Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,788
- Estimated value
- $537,067
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Benjamin Douglas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,788
- Estimated value
- $537,067
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Benjamin Douglas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,787
- Estimated value
- $537,012
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Brendan Scot Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,787
- Estimated value
- $537,012
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Brendan Scot Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,787
- Estimated value
- $537,012
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Emily Marie Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,787
- Estimated value
- $537,012
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Emily Marie Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,787
- Estimated value
- $537,012
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Joshua Thomas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 9,787
- Estimated value
- $537,012
- Report date
- 13 Aug 2026
- Price
- $54.87
- Ownership
- Joshua Thomas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 13 Aug 2026
- Price
- $67.50
- Ownership
- Direct
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 13 Aug 2026
- Price
- $67.50
- Ownership
- Direct
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 13 Aug 2026
- Price
- $67.50
- Ownership
- SLJ Dynasty Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 13 Aug 2026
- Price
- $67.50
- Ownership
- SLJ Dynasty Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- LLC Units in Goosehead Financial, LLC
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 22 Aug 2025
- Price
- $89.03
- Ownership
- SLJ 2023 Grantor Retained Annuity Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 161,094
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 367,697
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Direct
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 367,697
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Direct
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 151,121
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- SLJ Dynasty Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 151,121
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- SLJ Dynasty Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 114,777
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 114,777
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,788
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Alexandra Nicole Rogers Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,788
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Alexandra Nicole Rogers Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,788
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Benjamin Douglas Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,788
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Benjamin Douglas Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,787
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Brendan Scot Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,787
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Brendan Scot Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,787
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Emily Marie Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,787
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Emily Marie Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,787
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Joshua Thomas Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 9,787
- Estimated value
- Report date
- 13 Aug 2026
- Price
- Ownership
- Joshua Thomas Jones Trust
Form 4 holding
Member of 10% owner group, 10%+ Owner
Goosehead Insurance, Inc.
- Security class
- Class B Common Stock
- Shares / value
- 0
- Estimated value
- Report date
- 22 Aug 2025
- Price
- Ownership
- SLJ 2023 Grantor Retained Annuity Trust
Transaction history for Serena Jones in Goosehead Insurance, Inc.
| Sym | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.