Insider · CIK 0001737783

Jones Serena

Reports to the SEC for 1 company · WESTLAKE, TX

sec.gov

Transactions

Companies

Filings

CIK

0001737783

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-20	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−10K sh	—	—	352,822
2026-08-20	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+10K sh	—	—	10,000
2026-08-20	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−3,893 sh	$68.75	−$268K	6,107
2026-08-20	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−1,107 sh	$69.87	−$77.3K	5,000
2026-08-20	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−5,000 sh	$70.00	−$350K	0
2026-08-20	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−10K sh	—	—	136,246
2026-08-20	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+10K sh	—	—	10,000
2026-08-20	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−3,893 sh	$68.75	−$268K	6,107
2026-08-20	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−1,107 sh	$69.87	−$77.3K	5,000
2026-08-20	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−5,000 sh	$70.00	−$350K	0
2026-08-20	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCC Conversion	10% Owner, Member of 10% owner group	CConversion	−10K sh	—	—	352,822
2026-08-20	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCC Conversion	10% Owner, Member of 10% owner group	CConversion	−10K sh	—	—	136,246
2026-08-19	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−4,875 sh	—	—	362,822
2026-08-19	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+4,875 sh	—	—	4,875
2026-08-19	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−4,875 sh	$67.71	−$330K	0
2026-08-19	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−4,875 sh	—	—	146,246
2026-08-19	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+4,875 sh	—	—	4,875
2026-08-19	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−4,875 sh	$67.71	−$330K	0
2026-08-19	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCC Conversion	10% Owner, Member of 10% owner group	CConversion	−4,875 sh	—	—	362,822
2026-08-19	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCC Conversion	10% Owner, Member of 10% owner group	CConversion	−4,875 sh	—	—	146,246
2026-08-13	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−125 sh	—	—	367,697
2026-08-13	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+125 sh	—	—	125
2026-08-13	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−125 sh	$67.50	−$8,437.5	0
2026-08-13	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−125 sh	—	—	151,121
2026-08-13	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+125 sh	—	—	125
2026-08-13	GSHDGoosehead Insurance, Inc.S Sale	10% Owner, Member of 10% owner group	SSale	−125 sh	$67.50	−$8,437.5	0
2026-08-13	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCC Conversion	10% Owner, Member of 10% owner group	CConversion	−125 sh	—	—	367,697
2026-08-13	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCC Conversion	10% Owner, Member of 10% owner group	CConversion	−125 sh	—	—	151,121
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	−9,788 sh	—	—	39,149
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	+9,788 sh	—	—	9,788
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	−9,788 sh	—	—	29,361
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	+9,788 sh	—	—	9,788
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	−9,787 sh	—	—	19,574
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	+9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	−9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	+9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	−9,787 sh	—	—	0
2025-08-22	GSHDGoosehead Insurance, Inc.G Gift	10% Owner, Member of 10% owner group	GGift	+9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	−9,788 sh	—	—	39,149
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	+9,788 sh	—	—	9,788
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	−9,788 sh	—	—	29,361
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	+9,788 sh	—	—	9,788
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	−9,787 sh	—	—	19,574
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	+9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	−9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	+9,787 sh	—	—	9,787
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	−9,787 sh	—	—	0
2025-08-22	GSHDGoosehead Insurance, Inc. · LLC Units in Goosehead Financial, LLCG Gift	10% Owner, Member of 10% owner group	GGift	+9,787 sh	—	—	9,787
2023-08-30	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	−73K sh	—	—	370,442
2023-08-30	GSHDGoosehead Insurance, Inc.C Conversion	10% Owner, Member of 10% owner group	CConversion	+73K sh	—	—	73,000

Recent filings

Accepted (ET)
Aug 214
Jones Serena0001737783-26-000006
SEC(opens sec.gov)

Companies

Goosehead Insurance, Inc.10% Owner, Member of 10% owner groupGSHD

Address

C/O GOOSEHEAD INSURANCE, INC. 1500 SOLANA BLVD., BLDG 4, STE 4500

WESTLAKE, TX, 76262