Joshua Thomas Jones Trust 4
Accession 0001726978-25-000122
Filed
Aug 25, 8:00 PM ET
Accepted
Aug 26, 5:37 PM ET
Size
77.3 KB
Accession
0001726978-25-000122
Insider Transaction Report
- Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust)
- 151,246(indirect: By Trust)
Class B Common Stock
- 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying) - 482,599
Class B Common Stock
- 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying)
- Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying)
- 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying) - 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying) - 482,599
Class B Common Stock
- 151,246(indirect: By Trust)
Class B Common Stock
- Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying)
- 482,599
Class B Common Stock
- 151,246(indirect: By Trust)
Class B Common Stock
- 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying) - 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying)
- Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying)
- 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying) - 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying) - 482,599
Class B Common Stock
- 151,246(indirect: By Trust)
Class B Common Stock
- Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying)
- 482,599
Class B Common Stock
- 151,246(indirect: By Trust)
Class B Common Stock
- 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying) - 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying)
- Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying)
- 482,599
Class B Common Stock
- 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying) - 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying) - 151,246(indirect: By Trust)
Class B Common Stock
- Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,788→ 29,361 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
Class B Common Stock
2025-08-22−9,788→ 39,149 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22−9,787→ 19,574 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 0 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22−9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,788 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
Class B Common Stock
2025-08-22+9,788→ 9,788 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
Class B Common Stock
2025-08-22+9,787→ 9,787 total(indirect: By Trust) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying) - Gift
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,787 underlying)
- 151,246(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (151,246 underlying) - 151,246(indirect: By Trust)
Class B Common Stock
- 482,599
Class B Common Stock
- 482,599
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (482,599 underlying)
Footnotes (2)
- [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.
- [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.
Issuer
Goosehead Insurance, Inc.
CIK 0001726978
Related Parties
1- filerCIK 0002081827
Filing Metadata
- Form type
- 4
- Filed
- Aug 25, 8:00 PM ET
- Accepted
- Aug 26, 5:37 PM ET
- Size
- 77.3 KB