Serena Jones - 22 Aug 2025 Form 4 Insider Report for Goosehead Insurance, Inc. (GSHD)

Reporting relationship
Member of 10% owner group, 10%+ Owner
Issuer ticker
GSHD
Reported as of
22 Aug 2025
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
26 Aug 2025, 17:37:51 UTC
Prior SEC filing
31 Aug 2023
Next SEC filing
17 Aug 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ John O'Connor, as Attorney-in-Fact for Serena Jones

Key filing fact

Serena Jones filed Form 4 for Goosehead Insurance, Inc. (GSHD) on 26 Aug 2025.

Key facts

  • This page summarizes Serena Jones's Form 4 filing for Goosehead Insurance, Inc. (GSHD).
  • 20 reported transactions and 12 derivative rows are listed below.
  • Accepted by SEC: 26 Aug 2025, 17:37.

Change

  • Previous filing in this sequence was filed on 31 Aug 2023.
  • Current net transaction value: $0.

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 (7)

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/ John O'Connor, as Attorney-in-Fact for Serena Jones
Signature date
26 Aug 2025
CIK 0001983108

SLJ 2023 Grantor Retained Annuity 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/ John O'Connor, as Attorney-in-Fact for Alexandra Nicole Rogers Trust
Signature date
26 Aug 2025
CIK 0002081828

Alexandra Nicole Rogers 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/ John O'Connor, as Attorney-in-Fact for SLJ 2023 Grantor Retained Annuity Trust
Signature date
26 Aug 2025
CIK 0002081833

Benjamin Douglas Jones 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/ John O'Connor, as Attorney-in-Fact for Benjamin Douglas Jones Trust
Signature date
26 Aug 2025
CIK 0002081831

Brendan Scot Jones 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/ John O'Connor, as Attorney-in-Fact for Brendan Scot Jones Trust
Signature date
26 Aug 2025
CIK 0002081832

Emily Marie Jones 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/ John O'Connor, as Attorney-in-Fact for Emily Marie Jones Trust
Signature date
26 Aug 2025
CIK 0002081827

Joshua Thomas Jones 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/ John O'Connor, as Attorney-in-Fact for Joshua Thomas Jones Trust
Signature date
26 Aug 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
-9,788
Change %
-20%
Price
$0.000000
Shares after
39,149
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
+9,788
Change %
Price
$0.000000
Shares after
9,788
Date
22 Aug 2025
Ownership
Alexandra Nicole Rogers Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
-9,788
Change %
-25%
Price
$0.000000
Shares after
29,361
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
+9,788
Change %
Price
$0.000000
Shares after
9,788
Date
22 Aug 2025
Ownership
Benjamin Douglas Jones Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
-9,787
Change %
-33%
Price
$0.000000
Shares after
19,574
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
+9,787
Change %
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
Brendan Scot Jones Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
-9,787
Change %
-50%
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
+9,787
Change %
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
Emily Marie Jones Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
-9,787
Change %
-100%
Price
$0.000000
Shares after
0
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
$0
Shares
+9,787
Change %
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
Joshua Thomas Jones Trust
Footnotes
F1
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
482,599
Date
22 Aug 2025
Ownership
Direct
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
151,246
Date
22 Aug 2025
Ownership
SLJ Dynasty Trust

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
-9,788
Change %
-20%
Price
$0.000000
Shares after
39,149
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
+9,788
Change %
Price
$0.000000
Shares after
9,788
Date
22 Aug 2025
Ownership
Alexandra Nicole Rogers Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
-9,788
Change %
-25%
Price
$0.000000
Shares after
29,361
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
+9,788
Change %
Price
$0.000000
Shares after
9,788
Date
22 Aug 2025
Ownership
Benjamin Douglas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
-9,787
Change %
-33%
Price
$0.000000
Shares after
19,574
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
+9,787
Change %
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
Brendan Scot Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
-9,787
Change %
-50%
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
+9,787
Change %
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
Ownership
Emily Marie Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
-9,787
Change %
-100%
Price
$0.000000
Shares after
0
Date
22 Aug 2025
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Exercise price
$0.000000
Footnotes
F1, F2
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
$0
Shares
+9,787
Change %
Price
$0.000000
Shares after
9,787
Date
22 Aug 2025
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
482,599
Date
22 Aug 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
482,599
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
151,246
Date
22 Aug 2025
Ownership
SLJ Dynasty Trust
Underlying class
Class A Common Stock
Underlying amount
151,246
Exercise price
$0.000000
Footnotes
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.

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