Serena Jones - Member of 10% owner group, 10%+ Owner at Goosehead Insurance, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Member of 10% owner group, 10%+ Owner
Stock Symbol
GSHD on Nasdaq
Industry
Insurance Agents, Brokers & Service
All Insider Reports
All Insider Reports

Serena Jones - trading volume in the past year for Goosehead Insurance, Inc.

Holdings reported by Serena Jones for Goosehead Insurance, Inc.

Class Num Shares Value Price $ Report Date Ownership Underlying Class Underlying Amount
LLC Units in Goosehead Financial, LLC 370,442 $27.4 M $74.01 Aug 30, 2023 Direct Class A Common Stock
LLC Units in Goosehead Financial, LLC 179,246 $13.3 M $74.01 Aug 30, 2023 SLJ Dynasty Trust Class A Common Stock 179,246
LLC Units in Goosehead Financial, LLC 161,094 $11.9 M $74.01 Aug 30, 2023 SLJ 2023 Grantor Retained Annuity Trust Class A Common Stock 161,094
Class B Common Stock 370,442 Aug 30, 2023 Direct
Class B Common Stock 179,246 Aug 30, 2023 SLJ Dynasty Trust
Class B Common Stock 161,094 Aug 30, 2023 SLJ 2023 Grantor Retained Annuity Trust
Class A Common Stock 0 $74.01 Aug 30, 2023 Direct

Transactions reported by Serena Jones for Goosehead Insurance, Inc.

Sym Class Transaction % Value $ Price $ Shares Shares After Date Ownership