JONES SERENA sold 250.00 shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $16.9K. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 2 sales

JONES SERENA

Filed: 8/17/2026ACC: 0001737783-26-000004

InsiderJONES SERENACIK 1737783

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Feb 2019

-500.00

Net shares

Net seller

$16.9K

Total sold

Open market trades

0B · 2S

Total transactions

250.00 acquired · 750.00 disposed

Non-Derivative Transactions6

Class B Common Stock

Direct

C · Conversion

−125.00

Price / share

—

Trade value

—

% of position

0.0%

8/13/2026

367.82K→367.70K

Class A Common Stock

Direct

C · Conversion

+125.00

Price / share

—

Trade value

—

% of position

New position

8/13/2026

0.00→125.00

Class A Common Stock

Direct

S · Sale

−125.00

Price / share

$67.50

Trade value

$8.44K

% of position

New position

8/13/2026

125.00→0.00

Class B Common Stock

Indirect

C · Conversion

−125.00

Price / share

—

Trade value

—

% of position

0.1%

8/13/2026

151.25K→151.12K

Class A Common Stock

Indirect

C · Conversion

+125.00

Price / share

—

Trade value

—

% of position

New position

8/13/2026

0.00→125.00

Class A Common Stock

Indirect

S · Sale

−125.00

Price / share

$67.50

Trade value

$8.44K

% of position

New position

8/13/2026

125.00→0.00

Total

Net shares

−250.00

Net value

-$16.88K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	8/13/2026	C · Conversion	−125.00	—	—	0.0%	367.82K	367.70K
Class A Common Stock Direct	8/13/2026	C · Conversion	+125.00	—	—	New position	0.00	125.00
Class A Common Stock Direct	8/13/2026	S · Sale	−125.00	$67.50	$8.44K	New position	125.00	0.00
Class B Common Stock Indirect	8/13/2026	C · Conversion	−125.00	—	—	0.1%	151.25K	151.12K
Class A Common Stock Indirect	8/13/2026	C · Conversion	+125.00	—	—	New position	0.00	125.00
Class A Common Stock Indirect	8/13/2026	S · Sale	−125.00	$67.50	$8.44K	New position	125.00	0.00
Total			−250.00		-$16.88K

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

125.00 shares

−125.00

Strike price

Held after

367.70K

Exercisable

—

8/13/2026

LLC Units in Goosehead Financial, LLC

Indirect

C · Conversion

Converts to

Class A Common Stock

125.00 shares

−125.00

Strike price

Held after

151.12K

Exercisable

—

8/13/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock125.00 shares	8/13/2026	C · Conversion	−125.00	0	—	367.70K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock125.00 shares	8/13/2026	C · Conversion	−125.00	0	—	151.12K

Non-Derivative Holdings (Post-Transaction)6

Class B Common Stock

Indirect

Shares owned9.79K

Class B Common Stock

Indirect

Shares owned9.79K

Class B Common Stock

Indirect

Shares owned9.79K

Class B Common Stock

Indirect

Shares owned9.79K

Class B Common Stock

Indirect

Shares owned9.79K

Class B Common Stock

Indirect

Shares owned114.78K

Total

163.71K indirect163.71K

Security Title	Shares Owned	Ownership Type
Class B Common Stock	9.79K	Indirect
Class B Common Stock	9.79K	Indirect
Class B Common Stock	9.79K	Indirect
Class B Common Stock	9.79K	Indirect
Class B Common Stock	9.79K	Indirect
Class B Common Stock	114.78K	Indirect
Total	163.71K	163.71K indirect

Derivative Holdings (Post-Transaction)6

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

9.79K

Shares owned

9.79K

Exercise price

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

9.79K

Shares owned

9.79K

Exercise price

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

9.79K

Shares owned

9.79K

Exercise price

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

114.78K

Shares owned

114.78K

Exercise price

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

9.79K

Shares owned

9.79K

Exercise price

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

9.79K

Shares owned

9.79K

Exercise price

Expiration

—

Exercise window

—

Total

Underlying

163.71K

Owned

163.71K

Security	Underlying	Exercise Price	Exercise Window	Expiration	Underlying Shares	Shares Owned
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	9.79K	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	9.79K	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	9.79K	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	114.78K	114.78K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	9.79K	9.79K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	9.79K	9.79K
Total					163.71K	163.71K