Home/Filings/4/0001726978-25-000122
4//SEC Filing

Joshua Thomas Jones Trust 4

Accession 0001726978-25-000122

CIK 0001726978other

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

Form 4
Period: 2025-08-22
Transactions
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
Holdings
  • Class B Common Stock

    (indirect: By Trust)
    151,246
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
  • Class B Common Stock

    482,599
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
Transactions
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
Holdings
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
  • Class B Common Stock

    482,599
  • Class B Common Stock

    (indirect: By Trust)
    151,246
Transactions
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
Holdings
  • Class B Common Stock

    482,599
  • Class B Common Stock

    (indirect: By Trust)
    151,246
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
Transactions
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
Holdings
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
  • Class B Common Stock

    482,599
  • Class B Common Stock

    (indirect: By Trust)
    151,246
Jones Serena
10% OwnerOther
Transactions
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
Holdings
  • Class B Common Stock

    482,599
  • Class B Common Stock

    (indirect: By Trust)
    151,246
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
Transactions
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
Holdings
  • Class B Common Stock

    482,599
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
  • Class B Common Stock

    (indirect: By Trust)
    151,246
Transactions
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78829,361 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78839,149 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,78839,149 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-229,78719,574 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78719,574 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,7870 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,78829,361 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-229,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7889,788 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,788 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-22+9,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    Class B Common Stock

    2025-08-22+9,7889,788 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    Class B Common Stock

    2025-08-22+9,7879,787 total(indirect: By Trust)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7879,787 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
  • Gift

    LLC Units in Goosehead Financial, LLC

    2025-08-229,7870 total(indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,787 underlying)
Holdings
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (151,246 underlying)
    151,246
  • Class B Common Stock

    (indirect: By Trust)
    151,246
  • Class B Common Stock

    482,599
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (482,599 underlying)
    482,599
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

Entity typeother
IncorporatedTX

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