Key facts
- This page summarizes Serena Jones's Form 4 filing for Goosehead Insurance, Inc. (GSHD).
- 8 reported transactions and 16 derivative rows are listed below.
- Accepted by SEC: 17 Aug 2026, 18:48.
Serena Jones - 13 Aug 2026 Form 4 Insider Report for Goosehead Insurance, Inc. (GSHD)
- Reporting relationship
- Member of 10% owner group, 10%+ Owner
- Issuer ticker
- GSHD
- Reported as of
- 13 Aug 2026
- Net transaction value
- -$16,875
- SEC form
- 4
- Accepted by SEC
- 17 Aug 2026, 18:48:18 UTC
- Prior SEC filing
- 26 Aug 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Martin Thornthwaite, as Attorney-in-Fact for Serena Jones
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Serena Jones filed Form 4 for Goosehead Insurance, Inc. (GSHD) on 17 Aug 2026.
Change
- Previous filing in this sequence was filed on 26 Aug 2025.
- Current net transaction value: -$16,875.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (2)
CIK 0001737783
Primary reporting owner
Jones Serena
- Relationship
- Member of 10% owner group, 10%+ Owner
- Address
- C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE
- Signature
- /s/ Martin Thornthwaite, as Attorney-in-Fact for Serena Jones
- Signature date
- 17 Aug 2026
CIK 0001849957
SLJ Dynasty Trust
- Relationship
- Member of 10% owner group, 10%+ Owner
- Address
- C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE
- Signature
- /s/ Martin Thornthwaite, as Attorney-in-Fact for SLJ Dynasty Trust
- Signature date
- 17 Aug 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
GSHD
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.03%
- Price
- $0.000000*
- Shares after
- 367,697
- Date
- 13 Aug 2026
- Ownership
- Direct
GSHD
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.03%
- Price
- $0.000000*
- Shares after
- 367,697
- Date
- 13 Aug 2026
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- Shares
- +125
- Change %
- Price
- $0.000000*
- Shares after
- 125
- Date
- 13 Aug 2026
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- Shares
- +125
- Change %
- Price
- $0.000000*
- Shares after
- 125
- Date
- 13 Aug 2026
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $8,438
- Shares
- -125
- Change %
- -100%
- Price
- $67.50
- Shares after
- 0
- Date
- 13 Aug 2026
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $8,438
- Shares
- -125
- Change %
- -100%
- Price
- $67.50
- Shares after
- 0
- Date
- 13 Aug 2026
- Ownership
- Direct
GSHD
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.08%
- Price
- $0.000000*
- Shares after
- 151,121
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
GSHD
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.08%
- Price
- $0.000000*
- Shares after
- 151,121
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
GSHD
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- Shares
- +125
- Change %
- Price
- $0.000000*
- Shares after
- 125
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
GSHD
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- Shares
- +125
- Change %
- Price
- $0.000000*
- Shares after
- 125
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $8,438
- Shares
- -125
- Change %
- -100%
- Price
- $67.50
- Shares after
- 0
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $8,438
- Shares
- -125
- Change %
- -100%
- Price
- $67.50
- Shares after
- 0
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Emily Marie Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Emily Marie Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Brendan Scot Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Brendan Scot Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Joshua Thomas Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Joshua Thomas Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Benjamin Douglas Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Benjamin Douglas Jones Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Alexandra Nicole Rogers Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Alexandra Nicole Rogers Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 114,777
- Date
- 13 Aug 2026
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
- Footnotes
- F1
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 114,777
- Date
- 13 Aug 2026
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
GSHD
transaction
Derivative
LLC Units in Goosehead Financial, LLC
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.03%
- Price
- $0.000000*
- Shares after
- 367,697
- Date
- 13 Aug 2026
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 125
- Exercise price
- $0.000000
- Footnotes
- F2
GSHD
transaction
Derivative
LLC Units in Goosehead Financial, LLC
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.03%
- Price
- $0.000000*
- Shares after
- 367,697
- Date
- 13 Aug 2026
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 125
- Exercise price
- $0.000000
- Footnotes
- F2
GSHD
transaction
Derivative
LLC Units in Goosehead Financial, LLC
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.08%
- Price
- $0.000000*
- Shares after
- 151,121
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 125
- Exercise price
- $0.000000
- Footnotes
- F2
GSHD
transaction
Derivative
LLC Units in Goosehead Financial, LLC
Conversion of derivative security
- Transaction value
- Shares
- -125
- Change %
- -0.08%
- Price
- $0.000000*
- Shares after
- 151,121
- Date
- 13 Aug 2026
- Ownership
- SLJ Dynasty Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 125
- Exercise price
- $0.000000
- Footnotes
- F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Emily Marie Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Emily Marie Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Brendan Scot Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Brendan Scot Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Joshua Thomas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,787
- Date
- 13 Aug 2026
- Ownership
- Joshua Thomas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,787
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Benjamin Douglas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Benjamin Douglas Jones Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Alexandra Nicole Rogers Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,788
- Date
- 13 Aug 2026
- Ownership
- Alexandra Nicole Rogers Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 9,788
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 114,777
- Date
- 13 Aug 2026
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 114,777
- Exercise price
- $0.000000
- Footnotes
- F1, F2
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 114,777
- Date
- 13 Aug 2026
- Ownership
- SLJ 2025 Grantor Retained Annuity Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 114,777
- Exercise price
- $0.000000
- Footnotes
- F1, F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.
Footnote F2
Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.