JONES SERENA sold 29.75K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $2.05M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 8 sales

JONES SERENA

Filed: 8/21/2026ACC: 0001737783-26-000006

InsiderJONES SERENACIK 1737783

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Feb 2019

-59.50K

Net shares

Net seller

$2.05M

Total sold

Open market trades

0B · 8S

Total transactions

29.75K acquired · 89.25K disposed

Non-Derivative Transactions16

Class B Common Stock

Direct

C · Conversion

−4.88K

Price / share

—

Trade value

—

% of position

1.3%

8/19/2026

367.70K→362.82K

Class A Common Stock

Direct

C · Conversion

+4.88K

Price / share

—

Trade value

—

% of position

New position

8/19/2026

0.00→4.88K

Class A Common Stock

Direct

S · Sale

−4.88K

Price / share

$67.71

Trade value

$330.09K

% of position

New position

8/19/2026

4.88K→0.00

Class B Common Stock

Indirect

C · Conversion

−4.88K

Price / share

—

Trade value

—

% of position

3.2%

8/19/2026

151.12K→146.25K

Class A Common Stock

Indirect

C · Conversion

+4.88K

Price / share

—

Trade value

—

% of position

New position

8/19/2026

0.00→4.88K

Class A Common Stock

Indirect

S · Sale

−4.88K

Price / share

$67.71

Trade value

$330.09K

% of position

New position

8/19/2026

4.88K→0.00

Class B Common Stock

Direct

C · Conversion

−10K

Price / share

—

Trade value

—

% of position

2.8%

8/20/2026

362.82K→352.82K

Class A Common Stock

Direct

C · Conversion

+10K

Price / share

—

Trade value

—

% of position

New position

8/20/2026

0.00→10K

Class A Common Stock

Direct

S · Sale

−3.89K

Price / share

$68.75

Trade value

$267.64K

% of position

38.9%

8/20/2026

10K→6.11K

Class A Common Stock

Direct

S · Sale

−1.11K

Price / share

$69.87

Trade value

$77.35K

% of position

18.1%

8/20/2026

6.11K→5K

Class A Common Stock

Direct

S · Sale

−5K

Price / share

$70.00

Trade value

$350K

% of position

New position

8/20/2026

5K→0.00

Class B Common Stock

Indirect

C · Conversion

−10K

Price / share

—

Trade value

—

% of position

6.8%

8/20/2026

146.25K→136.25K

Class A Common Stock

Indirect

C · Conversion

+10K

Price / share

—

Trade value

—

% of position

New position

8/20/2026

0.00→10K

Class A Common Stock

Indirect

S · Sale

−3.89K

Price / share

$68.75

Trade value

$267.64K

% of position

38.9%

8/20/2026

10K→6.11K

Class A Common Stock

Indirect

S · Sale

−1.11K

Price / share

$69.87

Trade value

$77.35K

% of position

18.1%

8/20/2026

6.11K→5K

Class A Common Stock

Indirect

S · Sale

−5K

Price / share

$70.00

Trade value

$350K

% of position

New position

8/20/2026

5K→0.00

Total

Net shares

−29.75K

Net value

-$2.05M

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	8/19/2026	C · Conversion	−4.88K	—	—	1.3%	367.70K	362.82K
Class A Common Stock Direct	8/19/2026	C · Conversion	+4.88K	—	—	New position	0.00	4.88K
Class A Common Stock Direct	8/19/2026	S · Sale	−4.88K	$67.71	$330.09K	New position	4.88K	0.00
Class B Common Stock Indirect	8/19/2026	C · Conversion	−4.88K	—	—	3.2%	151.12K	146.25K
Class A Common Stock Indirect	8/19/2026	C · Conversion	+4.88K	—	—	New position	0.00	4.88K
Class A Common Stock Indirect	8/19/2026	S · Sale	−4.88K	$67.71	$330.09K	New position	4.88K	0.00
Class B Common Stock Direct	8/20/2026	C · Conversion	−10K	—	—	2.8%	362.82K	352.82K
Class A Common Stock Direct	8/20/2026	C · Conversion	+10K	—	—	New position	0.00	10K
Class A Common Stock Direct	8/20/2026	S · Sale	−3.89K	$68.75	$267.64K	38.9%	10K	6.11K
Class A Common Stock Direct	8/20/2026	S · Sale	−1.11K	$69.87	$77.35K	18.1%	6.11K	5K
Class A Common Stock Direct	8/20/2026	S · Sale	−5K	$70.00	$350K	New position	5K	0.00
Class B Common Stock Indirect	8/20/2026	C · Conversion	−10K	—	—	6.8%	146.25K	136.25K
Class A Common Stock Indirect	8/20/2026	C · Conversion	+10K	—	—	New position	0.00	10K
Class A Common Stock Indirect	8/20/2026	S · Sale	−3.89K	$68.75	$267.64K	38.9%	10K	6.11K
Class A Common Stock Indirect	8/20/2026	S · Sale	−1.11K	$69.87	$77.35K	18.1%	6.11K	5K
Class A Common Stock Indirect	8/20/2026	S · Sale	−5K	$70.00	$350K	New position	5K	0.00
Total			−29.75K		-$2.05M

Derivative Transactions4

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

4.88K shares

−4.88K

Strike price

Held after

362.82K

Exercisable

—

8/19/2026

LLC Units in Goosehead Financial, LLC

Indirect

C · Conversion

Converts to

Class A Common Stock

4.88K shares

−4.88K

Strike price

Held after

146.25K

Exercisable

—

8/19/2026

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

10K shares

−10K

Strike price

Held after

352.82K

Exercisable

—

8/20/2026

LLC Units in Goosehead Financial, LLC

Indirect

C · Conversion

Converts to

Class A Common Stock

10K shares

−10K

Strike price

Held after

136.25K

Exercisable

—

8/20/2026

Security	Converts To	Date	Type	Shares	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock4.88K shares	8/19/2026	C · Conversion	−4.88K	—	362.82K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock4.88K shares	8/19/2026	C · Conversion	−4.88K	—	146.25K
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock10K shares	8/20/2026	C · Conversion	−10K	—	352.82K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock10K shares	8/20/2026	C · Conversion	−10K	—	136.25K

Non-Derivative Holdings (Post-Transaction)6

Class B Common Stock

Indirect

Shares owned114.78K

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

Total

163.71K indirect163.71K

Security Title	Shares Owned	Ownership Type
Class B Common Stock	114.78K	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	9.79K	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

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

—

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	—	—	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
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