Serena Jones - 19 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
19 Aug 2026
Net transaction value
-$2,050,152
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
21 Aug 2026, 17:23:39 UTC
Prior SEC filing
17 Aug 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Martin Thornthwaite, as Attorney-in-Fact for Serena Jones

Key filing fact

Serena Jones filed Form 4 for Goosehead Insurance, Inc. (GSHD) on 21 Aug 2026.

Key facts

  • This page summarizes Serena Jones's Form 4 filing for Goosehead Insurance, Inc. (GSHD).
  • 20 reported transactions and 20 derivative rows are listed below.
  • Accepted by SEC: 21 Aug 2026, 17:23.

Change

  • Previous filing in this sequence was filed on 17 Aug 2026.
  • Current net transaction value: -$2,050,152.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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
21 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
21 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
-4,875
Change %
-1.3%
Price
$0.000000*
Shares after
362,822
Date
19 Aug 2026
Ownership
Direct
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-4,875
Change %
-1.3%
Price
$0.000000*
Shares after
362,822
Date
19 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+4,875
Change %
Price
$0.000000*
Shares after
4,875
Date
19 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+4,875
Change %
Price
$0.000000*
Shares after
4,875
Date
19 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Sale

Transaction value
$330,086
Shares
-4,875
Change %
-100%
Price
$67.71
Shares after
0
Date
19 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Sale

Transaction value
$330,086
Shares
-4,875
Change %
-100%
Price
$67.71
Shares after
0
Date
19 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-4,875
Change %
-3.2%
Price
$0.000000*
Shares after
146,246
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-4,875
Change %
-3.2%
Price
$0.000000*
Shares after
146,246
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+4,875
Change %
Price
$0.000000*
Shares after
4,875
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+4,875
Change %
Price
$0.000000*
Shares after
4,875
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Sale

Transaction value
$330,086
Shares
-4,875
Change %
-100%
Price
$67.71
Shares after
0
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
Footnotes
F1
GSHD transaction

Class A Common Stock

Sale

Transaction value
$330,086
Shares
-4,875
Change %
-100%
Price
$67.71
Shares after
0
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-2.8%
Price
$0.000000*
Shares after
352,822
Date
20 Aug 2026
Ownership
Direct
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-2.8%
Price
$0.000000*
Shares after
352,822
Date
20 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+10,000
Change %
Price
$0.000000*
Shares after
10,000
Date
20 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+10,000
Change %
Price
$0.000000*
Shares after
10,000
Date
20 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Sale

Transaction value
$267,644
Shares
-3,893
Change %
-39%
Price
$68.75
Shares after
6,107
Date
20 Aug 2026
Ownership
Direct
Footnotes
F2
GSHD transaction

Class A Common Stock

Sale

Transaction value
$267,644
Shares
-3,893
Change %
-39%
Price
$68.75
Shares after
6,107
Date
20 Aug 2026
Ownership
Direct
Footnotes
F2
GSHD transaction

Class A Common Stock

Sale

Transaction value
$77,346
Shares
-1,107
Change %
-18%
Price
$69.87
Shares after
5,000
Date
20 Aug 2026
Ownership
Direct
Footnotes
F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$77,346
Shares
-1,107
Change %
-18%
Price
$69.87
Shares after
5,000
Date
20 Aug 2026
Ownership
Direct
Footnotes
F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$350,000
Shares
-5,000
Change %
-100%
Price
$70.00
Shares after
0
Date
20 Aug 2026
Ownership
Direct
GSHD transaction

Class A Common Stock

Sale

Transaction value
$350,000
Shares
-5,000
Change %
-100%
Price
$70.00
Shares after
0
Date
20 Aug 2026
Ownership
Direct
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-6.8%
Price
$0.000000*
Shares after
136,246
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-6.8%
Price
$0.000000*
Shares after
136,246
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+10,000
Change %
Price
$0.000000*
Shares after
10,000
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+10,000
Change %
Price
$0.000000*
Shares after
10,000
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Sale

Transaction value
$267,644
Shares
-3,893
Change %
-39%
Price
$68.75
Shares after
6,107
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
Footnotes
F2
GSHD transaction

Class A Common Stock

Sale

Transaction value
$267,644
Shares
-3,893
Change %
-39%
Price
$68.75
Shares after
6,107
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
Footnotes
F2
GSHD transaction

Class A Common Stock

Sale

Transaction value
$77,346
Shares
-1,107
Change %
-18%
Price
$69.87
Shares after
5,000
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
Footnotes
F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$77,346
Shares
-1,107
Change %
-18%
Price
$69.87
Shares after
5,000
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
Footnotes
F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$350,000
Shares
-5,000
Change %
-100%
Price
$70.00
Shares after
0
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
GSHD transaction

Class A Common Stock

Sale

Transaction value
$350,000
Shares
-5,000
Change %
-100%
Price
$70.00
Shares after
0
Date
20 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
19 Aug 2026
Ownership
Emily Marie Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Emily Marie Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Brendan Scot Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Brendan Scot Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Joshua Thomas Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Joshua Thomas Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Benjamin Douglas Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Benjamin Douglas Jones Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Alexandra Nicole Rogers Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Alexandra Nicole Rogers Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
114,777
Date
19 Aug 2026
Ownership
SLJ 2025 Grantor Retained Annuity Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
114,777
Date
19 Aug 2026
Ownership
SLJ 2025 Grantor Retained Annuity Trust
Footnotes
F4

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
-4,875
Change %
-1.3%
Price
$0.000000*
Shares after
362,822
Date
19 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
4,875
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-4,875
Change %
-1.3%
Price
$0.000000*
Shares after
362,822
Date
19 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
4,875
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-4,875
Change %
-3.2%
Price
$0.000000*
Shares after
146,246
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
Underlying class
Class A Common Stock
Underlying amount
4,875
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-4,875
Change %
-3.2%
Price
$0.000000*
Shares after
146,246
Date
19 Aug 2026
Ownership
SLJ Dynasty Trust
Underlying class
Class A Common Stock
Underlying amount
4,875
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-2.8%
Price
$0.000000*
Shares after
352,822
Date
20 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
10,000
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-2.8%
Price
$0.000000*
Shares after
352,822
Date
20 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
10,000
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-6.8%
Price
$0.000000*
Shares after
136,246
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
Underlying class
Class A Common Stock
Underlying amount
10,000
Exercise price
$0.000000
Footnotes
F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-10,000
Change %
-6.8%
Price
$0.000000*
Shares after
136,246
Date
20 Aug 2026
Ownership
SLJ Dynasty Trust
Underlying class
Class A Common Stock
Underlying amount
10,000
Exercise price
$0.000000
Footnotes
F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Emily Marie Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Emily Marie Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Brendan Scot Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Brendan Scot Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Joshua Thomas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,787
Date
19 Aug 2026
Ownership
Joshua Thomas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Benjamin Douglas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Benjamin Douglas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Alexandra Nicole Rogers Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,788
Date
19 Aug 2026
Ownership
Alexandra Nicole Rogers Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
114,777
Date
19 Aug 2026
Ownership
SLJ 2025 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
114,777
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
114,777
Date
19 Aug 2026
Ownership
SLJ 2025 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
114,777
Exercise price
$0.000000
Footnotes
F4, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Footnote F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Footnote F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Footnote F4

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 F5

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.

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