Joshua Thomas Jones Trust 4
4 · Goosehead Insurance, Inc. · Filed Aug 26, 2025
Insider Transaction Report
Form 4
Jones Serena
10% OwnerOther
Transactions
- 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)
Holdings
- 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)
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.