JONES SERENA reported 10 transactions at GOOSEHEAD INSURANCE, INC.

Review the transaction codes below to understand the nature of each event.

JONES SERENA

Filed: 8/26/2025ACC: 0001726978-25-000122

InsiderJONES SERENACIK 1737783

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Feb 2019

0.00

Net shares

Net seller

$0.00

Total acquired

Open market trades

0B · 0S

Total transactions

97.87K acquired · 97.87K disposed

Non-Derivative Transactions10

Class B Common Stock

Indirect

G · Gift

−9.79K

Price / share

—

Trade value

—

% of position

20.0%

8/22/2025

48.94K→39.15K

Class B Common Stock

Indirect

G · Gift

+9.79K

Price / share

—

Trade value

—

% of position

New position

8/22/2025

0.00→9.79K

Class B Common Stock

Indirect

G · Gift

−9.79K

Price / share

—

Trade value

—

% of position

25.0%

8/22/2025

39.15K→29.36K

Class B Common Stock

Indirect

G · Gift

+9.79K

Price / share

—

Trade value

—

% of position

New position

8/22/2025

0.00→9.79K

Class B Common Stock

Indirect

G · Gift

−9.79K

Price / share

—

Trade value

—

% of position

33.3%

8/22/2025

29.36K→19.57K

Class B Common Stock

Indirect

G · Gift

+9.79K

Price / share

—

Trade value

—

% of position

New position

8/22/2025

0.00→9.79K

Class B Common Stock

Indirect

G · Gift

−9.79K

Price / share

—

Trade value

—

% of position

50.0%

8/22/2025

19.57K→9.79K

Class B Common Stock

Indirect

G · Gift

+9.79K

Price / share

—

Trade value

—

% of position

New position

8/22/2025

0.00→9.79K

Class B Common Stock

Indirect

G · Gift

−9.79K

Price / share

—

Trade value

—

% of position

New position

8/22/2025

9.79K→0.00

Class B Common Stock

Indirect

G · Gift

+9.79K

Price / share

—

Trade value

—

% of position

New position

8/22/2025

0.00→9.79K

Total

Net shares

+0.00

Net value

$0.00

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Indirect	8/22/2025	G · Gift	−9.79K	—	—	20.0%	48.94K	39.15K
Class B Common Stock Indirect	8/22/2025	G · Gift	+9.79K	—	—	New position	0.00	9.79K
Class B Common Stock Indirect	8/22/2025	G · Gift	−9.79K	—	—	25.0%	39.15K	29.36K
Class B Common Stock Indirect	8/22/2025	G · Gift	+9.79K	—	—	New position	0.00	9.79K
Class B Common Stock Indirect	8/22/2025	G · Gift	−9.79K	—	—	33.3%	29.36K	19.57K
Class B Common Stock Indirect	8/22/2025	G · Gift	+9.79K	—	—	New position	0.00	9.79K
Class B Common Stock Indirect	8/22/2025	G · Gift	−9.79K	—	—	50.0%	19.57K	9.79K
Class B Common Stock Indirect	8/22/2025	G · Gift	+9.79K	—	—	New position	0.00	9.79K
Class B Common Stock Indirect	8/22/2025	G · Gift	−9.79K	—	—	New position	9.79K	0.00
Class B Common Stock Indirect	8/22/2025	G · Gift	+9.79K	—	—	New position	0.00	9.79K
Total			+0.00		$0.00

Derivative Transactions10

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

−9.79K

Strike price

Held after

39.15K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

+9.79K

Strike price

Held after

9.79K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

−9.79K

Strike price

Held after

29.36K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

+9.79K

Strike price

Held after

9.79K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

−9.79K

Strike price

Held after

19.57K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

+9.79K

Strike price

Held after

9.79K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

−9.79K

Strike price

Held after

9.79K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

+9.79K

Strike price

Held after

9.79K

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

−9.79K

Strike price

Held after

0.00

Exercisable

—

8/22/2025

LLC Units in Goosehead Financial, LLC

Indirect

G · Gift

Converts to

Class A Common Stock

9.79K shares

+9.79K

Strike price

Held after

9.79K

Exercisable

—

8/22/2025

Security	Converts To	Date	Type	Shares	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	−9.79K	—	39.15K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	+9.79K	—	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	−9.79K	—	29.36K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	+9.79K	—	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	−9.79K	—	19.57K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	+9.79K	—	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	−9.79K	—	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	+9.79K	—	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	−9.79K	—	0.00
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock9.79K shares	8/22/2025	G · Gift	+9.79K	—	9.79K

Non-Derivative Holdings (Post-Transaction)2

Class B Common Stock

Indirect

Shares owned151.25K

Class B Common Stock

Direct

Shares owned482.60K

Total

482.60K direct·151.25K indirect633.85K

Security Title	Shares Owned	Ownership Type
Class B Common Stock	151.25K	Indirect
Class B Common Stock	482.60K	Direct
Total	633.85K	482.60K direct·151.25K indirect

Derivative Holdings (Post-Transaction)2

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

151.25K

Shares owned

151.25K

Exercise price

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Direct

Underlying security

Class A Common Stock

Underlying shares

482.60K

Shares owned

482.60K

Exercise price

Expiration

—

Exercise window

—

Total

Underlying

633.85K

Owned

633.85K

Security	Underlying	Exercise Price	Exercise Window	Expiration	Underlying Shares	Shares Owned
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	151.25K	151.25K
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock	0	—	—	482.60K	482.60K
Total					633.85K	633.85K