JOSHUA THOMAS JONES TRUST enters GOOSEHEAD INSURANCE, INC. with 9.79K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 8/26/2025ACC: 0001726978-25-000127
10% OwnerOther
Since Aug 2025
9.79K
Baseline shares
100% direct
9.79K
Direct ownership
1 position
9.79K
Derivative underlying
1 instrument
1
Security positions
All direct
Non-Derivative Holdings1
Class B Common Stock
DirectShares owned9.79K
Total
9.79K direct9.79K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 9.79K | Direct |
| Total | 9.79K | 9.79K direct |
Derivative Holdings1
LLC Units in Goosehead Financial, LLC
DirectUnderlying security
Class A Common Stock
Underlying shares
9.79K
Shares owned
N/A
Exercise price
0
Expiration
—
Exercise window
—
Total
Underlying
9.79K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock | 0 | — | — | 9.79K | N/A |
| Total | 9.79K | 0.00 | ||||