Transaction · 0001737783-26-000006

Jones Serena

Jones Serena, 10%, reported a transaction classified as unknown at Goosehead Insurance, Inc. involving 10000.000000 shares for an estimated $0.00. Reported holdings after the transaction were 136246.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

unknownSEC transaction code C10%
GSHDGoosehead Insurance, Inc.
Trade date
Aug 20, 2026
Filing date
Aug 21, 2026
View on SEC Insider profile
Estimated value$0Shares × reported price
Shares traded10.0k$0.00 per share
Holdings after136kIndirect · SLJ Dynasty Trust
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Not calculated for derivative securities.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

GSHD price since this filing

Daily closing prices, with the filing date and available return windows
GSHD · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -25.9%1w ago -7.1%1d ago -5.7%
Returns since7d -1.7%30d -24.8%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
unknown
Code C
Identifier
0001737783-26-000006
LLC Units in Goosehead Financial, LLC
Transaction date
Aug 20, 2026
Filed Aug 21, 2026, 09:23 PM · 1d delay
Shares
10,000 sh
$0.00 per share
Estimated value
$0
Computed from shares × price
Holdings after
136,246 sh
Indirect · SLJ Dynasty Trust

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Derivative Transaction
Filing-only score

-12 points

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

How this score is calculated
  • timely_filing+4 points

    reporting_delay_days = 1

    Filing reported within two business days of the transaction.
  • derivative_transaction-16 points

    is_derivative = true

    Derivative exercise rows are less discretionary than open-market purchases.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector No10% YesOther Yes
Footnotes & amended
  1. F1

    The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provi…

  2. F2

    The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provi…

  3. F3

    The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provi…

  4. F4

    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 immedia…

  5. F5

    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.

Original filing · 0001737783-26-000006
Related transactions

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