| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner, Member of 10% Owner Group
1 company
Serena Jones is 10% Owner, Member of 10% Owner Group at GSHD. Serena Jones's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider.
Our model assigns Serena Jones a below-average insider score of 34/100, based on 7 past trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -13.0%.
Serena Jones has 26 Form 4 filings on record from January 2020 to August 2026, all as 10% Owner, Member of 10% Owner Group at Goosehead Insurance (GSHD), 2020–2026.
The 140 reported transactions were 58 conversions, 54 open-market sales and 28 gifts.
Counted by filing, the open-market trades come to no purchases and 23 sales worth about $23.4M.
The largest open-market sale was 73,000 shares of GSHD at an average $68.19 on August 30, 2023, about $5.0M. Twelve months later GSHD was up 22%.
None of the 7 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 29,750 | $68.91 | $2,050,152.18 | - | - | - | |
| Aug 13, 2026 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 250 | $67.50 | $16,875.00 | - | - | - | |
| Aug 30, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 73,000 | $68.19 | $4,978,050.00 | - | +3.2% | +22.2% | |
| May 25, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 200 | $58.00 | $11,600.00 | - | +8.2% | +16.0% | |
| May 23, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 4,457 | $58.06 | $258,781.99 | - | +6.1% | +13.5% | |
| May 19, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 10,388 | $58.11 | $603,646.68 | - | +5.6% | +9.3% | |
| May 18, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 26,147 | $58.25 | $1,523,052.40 | - | +8.3% | +9.5% | |
| Dec 1, 2020 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 300 | $123.22 | $36,966.00 | - | - | - | |
| Nov 30, 2020 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 31,484 | $123.15 | $3,877,149.92 | - | - | - | |
| Nov 27, 2020 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 8,017 | $123.28 | $988,335.76 | - | - | - |