Jones Serena

CIK 00017377831 companyWESTLAKE, TX

SEC Profile

Transactions

Companies

Filings

CIK

0001737783

Recent Transactions

50 trades

Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22+9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22+9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 19,574 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22−9,787→ 0 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 29,361 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22+9,788→ 9,788 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22−9,787→ 19,574 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22−9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22−9,788→ 39,149 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22+9,788→ 9,788 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22+9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22+9,787→ 9,787 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2025-08-22−9,787→ 0 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22−9,788→ 39,149 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22−9,788→ 29,361 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2025-08-22+9,788→ 9,788 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-11-27$74.99/sh−300→ 0 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-11-27−28,000→ 151,246 total
Conversion
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-11-27−28,000→ 151,246 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-11-27$74.47/sh−27,700→ 300 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-11-27+28,000→ 28,000 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-08-30$69.09/sh−200→ 0 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-08-30$68.19/sh−72,800→ 200 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-08-30+73,000→ 73,000 total
Conversion
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-08-30−73,000→ 370,442 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-08-30−73,000→ 370,442 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-06-26−161,094→ 443,442 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-06-26+161,094→ 161,094 total
Gift
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-06-26+161,094→ 161,094 total
Gift
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-06-26−161,094→ 443,442 total
Conversion
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-05-25−200→ 604,536 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-05-25−200→ 604,536 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-25$58.00/sh−200→ 0 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-25+200→ 200 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-23$58.01/sh−600→ 0 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-05-23−600→ 604,736 total
Conversion
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-05-23−600→ 604,736 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-23+600→ 600 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-22$58.07/sh−3,857→ 0 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-05-22−3,857→ 605,336 total
Conversion
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-05-22−3,857→ 605,336 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-22+3,857→ 3,857 total
Sale
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-19$58.11/sh−10,388→ 0 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class B Common Stock
2023-05-19−10,388→ 609,193 total
Conversion
Goosehead Insurance, Inc.$GSHD
LLC Units in Goosehead Financial, LLC
2023-05-19−10,388→ 609,193 total
Conversion
Goosehead Insurance, Inc.$GSHD
Class A Common Stock
2023-05-19+10,388→ 10,388 total

Companies

Goosehead Insurance, Inc.
10% Owner, Member of 10% owner group
$GSHD

Recent Filings

4
Joshua Thomas Jones Trust
Aug 26, 2025

Address

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

WESTLAKE, TX, 76262

View on SEC.gov