Goosehead Insurance (GSHD) insider offloads 29,750 shares
Rhea-AI Filing Summary
Goosehead Insurance, Inc. (GSHD) reported insider activity by 10% owner Serena Jones and related trusts. On August 19–20, 2026, Jones and the SLJ Dynasty Trust converted a total of 29,750 LLC Units and corresponding Class B Common Stock into 29,750 shares of Class A Common Stock at a stated conversion price of $0.00 per share. They then sold 29,750 Class A shares in multiple open-market transactions at weighted average prices ranging from the high $60s to $70.00 per share. Various family trusts, for which Jones serves as trustee, continue to hold LLC Units that are convertible into Class A shares, including positions representing 114,777 underlying Class A shares in the SLJ 2025 Grantor Retained Annuity Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and Sale: 29,750 shares ($2.05M approx. pre-tax spread)
Exercise and Sale
32 txns
Insider
Jones Serena, SLJ Dynasty Trust
Role
10% Owner | 10% Owner
Sold
29,750 shs ($2.05M)
Approx. gross sale proceeds
$2.05M
Approx. exercise cost
$0.00
Approx. pre-tax spread
$2.05M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | LLC Units in Goosehead Financial, LLC F5 | 10,000 | $0.00 | $0.00 |
| Conversion | LLC Units in Goosehead Financial, LLC F5 | 10,000 | $0.00 | $0.00 |
| Conversion | Class B Common Stock | 10,000 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 10,000 | $0.00 | $0.00 |
| Sale | Class A Common Stock F2 | 3,893 | $68.75 | $268K |
| Sale | Class A Common Stock F3 | 1,107 | $69.87 | $77K |
| Sale | Class A Common Stock | 5,000 | $70.00 | $350K |
| Conversion | Class B Common Stock | 10,000 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 10,000 | $0.00 | $0.00 |
| Sale | Class A Common Stock F2 | 3,893 | $68.75 | $268K |
| Sale | Class A Common Stock F3 | 1,107 | $69.87 | $77K |
| Sale | Class A Common Stock | 5,000 | $70.00 | $350K |
| Conversion | LLC Units in Goosehead Financial, LLC F5 | 4,875 | $0.00 | $0.00 |
| Conversion | LLC Units in Goosehead Financial, LLC F5 | 4,875 | $0.00 | $0.00 |
| Conversion | Class B Common Stock | 4,875 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 4,875 | $0.00 | $0.00 |
| Sale | Class A Common Stock F1 | 4,875 | $67.71 | $330K |
| Conversion | Class B Common Stock | 4,875 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 4,875 | $0.00 | $0.00 |
| Sale | Class A Common Stock F1 | 4,875 | $67.71 | $330K |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
LLC Units in Goosehead Financial, LLC — 352,822 shares (Direct);
LLC Units in Goosehead Financial, LLC — 136,246 shares (Indirect, SLJ Dynasty Trust);
Class B Common Stock — 352,822 shares (Direct);
Class A Common Stock — 0 shares (Direct);
Class B Common Stock — 136,246 shares (Indirect, SLJ Dynasty Trust);
Class A Common Stock — 0 shares (Indirect, SLJ Dynasty Trust);
LLC Units in Goosehead Financial, LLC — 9,787 shares (Indirect, Emily Marie Jones Trust);
LLC Units in Goosehead Financial, LLC — 9,787 shares (Indirect, Brendan Scot Jones Trust);
LLC Units in Goosehead Financial, LLC — 9,787 shares (Indirect, Joshua Thomas Jones Trust);
LLC Units in Goosehead Financial, LLC — 9,788 shares (Indirect, Benjamin Douglas Jones Trust);
LLC Units in Goosehead Financial, LLC — 9,788 shares (Indirect, Alexandra Nicole Rogers Trust);
LLC Units in Goosehead Financial, LLC — 114,777 shares (Indirect, SLJ 2025 Grantor Retained Annuity Trust);
Class B Common Stock — 9,787 shares (Indirect, Emily Marie Jones Trust);
Class B Common Stock — 9,787 shares (Indirect, Brendan Scot Jones Trust);
Class B Common Stock — 9,787 shares (Indirect, Joshua Thomas Jones Trust);
Class B Common Stock — 9,788 shares (Indirect, Benjamin Douglas Jones Trust);
Class B Common Stock — 9,788 shares (Indirect, Alexandra Nicole Rogers Trust);
Class B Common Stock — 114,777 shares (Indirect, SLJ 2025 Grantor Retained Annuity Trust)
Footnotes (5)
- 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 provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
- 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 provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
- 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 provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 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 immediate family members are beneficiaries of the named trust.
- 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.
Key Figures
Class A shares sold: 29,750 shares
LLC Units and Class B converted: 29,750 units/shares
Sale weighted average price block 1: $67.71 per share
+5 more
8 metrics
Class A shares sold
29,750 shares
Total Class A Common Stock sold by Serena Jones and related trust entities on August 19–20, 2026
LLC Units and Class B converted
29,750 units/shares
Total LLC Units and corresponding Class B Common Stock converted into Class A Common Stock
Sale weighted average price block 1
$67.71 per share
4,875 Class A shares sold at a weighted average price with trades from $67.56 to $68.25 (Footnote F1)
Sale weighted average price block 2
$68.75 per share
3,893 Class A shares sold at a weighted average price with trades from $68.26 to $69.15 (Footnote F2)
Sale weighted average price block 3
$69.87 per share
1,107 Class A shares sold at a weighted average price with trades from $69.27 to $70.15 (Footnote F3)
Open-market sale price block 4
$70.00 per share
5,000 Class A shares sold in an open-market or private transaction on August 20, 2026
Remaining indirect underlying shares (SLJ 2025 GRAT)
114,777 underlying shares
LLC Units held by SLJ 2025 Grantor Retained Annuity Trust, convertible into Class A Common Stock
Example remaining indirect underlying shares per family trust
9,787–9,788 underlying shares
LLC Units per named family trust (e.g., Emily Marie Jones Trust) convertible into Class A Common Stock
Key Terms
LLC Units, Class B Common Stock, weighted average price, Grantor Retained Annuity Trust, +1 more
5 terms
LLC Units financial
"LLC Units in Goosehead Financial, LLC may be converted by the holder"
LLC units are ownership stakes in a limited liability company, similar to shares in a corporation; each unit represents a portion of the company’s profits, losses and often voting power. For investors, LLC units matter because they determine how much money and control someone gets, how easily an interest can be sold, and how income is taxed and reported — think of owning slices of a pie that also decide how the pie is cut and shared.
Class B Common Stock financial
"Each LLC Unit, together with a share of Class B Common Stock, may be converted"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
weighted average price financial
"The price reported in Column 4 is a weighted average price"
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Grantor Retained Annuity Trust financial
"SLJ 2025 Grantor Retained Annuity Trust holds LLC Units convertible into Class A"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
indirect ownership financial
"Reflects shares held directly by the named trust and indirectly by Serena Jones"
FAQ
What did insider Serena Jones report in this Form 4 for GSHD?
Serena Jones and related trusts reported converting 29,750 LLC Units and Class B shares into 29,750 Class A Common shares of Goosehead Insurance, Inc., and then selling all 29,750 Class A shares in open-market transactions on August 19–20, 2026.
What type of securities were converted in this GSHD Form 4?
The filing shows conversions of LLC Units in Goosehead Financial, LLC together with Class B Common Stock into Class A Common Stock. Each LLC Unit plus one Class B share is convertible into one Class A share, and the LLC Units do not expire.
Were the Goosehead Insurance (GSHD) sales made directly or through trusts?
Sales involved direct holdings of Serena Jones and indirect holdings through the SLJ Dynasty Trust. Footnotes state the named trusts hold the shares, with Jones serving as trustee and immediate family members as beneficiaries.
What does the weighted average price disclosure mean in this GSHD Form 4?
For certain sales, the reported per-share prices ($67.71, $68.75, $69.87) are weighted average prices of multiple trades executed within specified price ranges. The reporting person offers to provide the exact breakdown of shares sold at each price upon request.
AI-generated analysis. How Rhea-AI works. Not financial advice.
