Jones Serena — SEC Form 4 filings
SEC reporting owner CIK 1737783. 3 Form 4 filings on record with FilingPulse; latest filed 2026-08-21.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2025-08-26 to 2026-08-21. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 10 legs across 2 filings — 30,000 shares, $2,067,027 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 38.
- Largest priced transaction: sale of 5,000 shares @ $70.00 ($350,000) in Goosehead Insurance, Inc., filed 2026-08-21.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Goosehead Insurance, Inc. (GSHD) | 10% owner | 3 | — | 10 legs · 30,000 sh · $2,067,027 | 38 |
Form 4 filings — Jones Serena
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-21 | 4 | Goosehead Insurance, Inc. (GSHD) jointly with SLJ Dynasty Trust | Conversion (C): 4,875 @ $0 · Conversion (C): 4,875 @ $0 · Sale (S): 4,875 @ $67.71 · Conversion (C): 4,875 @ $0 · Conversion (C): 4,875 @ $0 · Sale (S): 4,875 @ $67.71 · +14 more | EDGAR |
| 2026-08-17 | 4 | Goosehead Insurance, Inc. (GSHD) jointly with SLJ Dynasty Trust | Conversion (C): 125 @ $0 · Conversion (C): 125 @ $0 · Sale (S): 125 @ $67.50 · Conversion (C): 125 @ $0 · Conversion (C): 125 @ $0 · Sale (S): 125 @ $67.50 · +2 more | EDGAR |
| 2025-08-26 | 4 | Goosehead Insurance, Inc. (GSHD) jointly with SLJ 2023 Grantor Retained Annuity Trust, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, Joshua Thomas Jones Trust | Gift (G): 9,788 @ $0 · Gift (G): 9,788 @ $0 · Gift (G): 9,788 @ $0 · Gift (G): 9,788 @ $0 · Gift (G): 9,787 @ $0 · Gift (G): 9,787 @ $0 · +14 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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