Welcome to our dedicated page for Goosehead Insura SEC filings (Ticker: GSHD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Goosehead Insurance, Inc. (NASDAQ: GSHD) provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. These filings include current reports on Form 8-K, which Goosehead uses to furnish earnings press releases and to disclose material events such as executive appointments and other significant corporate developments.
In its Form 8-K filings, Goosehead has reported quarterly financial results, including total revenues, Core Revenue, net income and Adjusted EBITDA, along with details on written premiums and policies in force. These reports often include reconciliations of non-GAAP measures such as Core Revenue, Adjusted EPS and Adjusted EBITDA to the most directly comparable GAAP metrics. They also describe the components of revenue, including commissions and agency fees, franchise revenues, contingent commissions, initial franchise fees and interest income.
Other 8-K filings document changes in senior leadership and key roles, such as the appointment of executive officers. These filings may outline the responsibilities of the executives, background information and any related compensation arrangements. Such disclosures help investors understand how Goosehead organizes its finance, operations and go-to-market functions.
Alongside current reports, investors can use this page to reach annual reports on Form 10-K and quarterly reports on Form 10-Q, which are referenced in the company’s press releases. Those periodic reports contain more detailed discussions of risk factors, business operations, revenue drivers and segment information for Goosehead’s insurance agency and franchise activities.
Stock Titan’s platform enhances these filings with AI-powered summaries that explain the key points of lengthy documents, highlight important changes from prior periods and clarify technical terms. Users can quickly see the implications of Goosehead’s 10-K, 10-Q and 8-K filings, as well as track items such as share repurchase authorizations and other capital markets disclosures without reading every line of the original SEC text.
Wasatch Advisors filed an amended Schedule 13G reporting beneficial ownership of 1,733,140 Class A shares of Goosehead Insurance Inc., representing 7.0% of the class as of the triggering date.
Wasatch has sole voting power over 1,201,575 shares and sole dispositive power over all 1,733,140 shares, with no shared voting or dispositive authority. The firm certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Goosehead Insurance.
Goosehead Insurance, Inc. insider Mark E. Jones Jr., the CFO & COO and a 10% owner, reported a new equity award. On 01/02/2026, he was granted 90,000 Employee Stock Options (right to buy) for Class A common stock at a $77.18 exercise price, held directly.
The filing notes that one third of the option vests and becomes exercisable on each of the first, second, and third anniversaries of the grant date, subject to continued employment. All remaining unvested options will vest if, within six months after a change in control under the company’s incentive plan, his employment is terminated without cause or for good reason.
Goosehead Insurance General Counsel receives new stock options grant. On January 2, 2026, General Counsel John Terry O'Connor was granted 15,000 employee stock options to buy Class A common stock at an exercise price of $77.18 per share. The options were reported as acquired at a cost of $0 per option.
According to the filing, one-third of the options vest on each of the first, second, and third anniversaries of the grant date, as long as employment continues. All 15,000 options will vest earlier if, within six months after a change in control of Goosehead Insurance, his employment is terminated without cause or he resigns for good reason. After this grant, he beneficially owns 15,000 stock options directly.
Goosehead Insurance (GSHD) disclosed insider purchases by Mark E. Jones, Jr., the company’s CFO & COO and a director, on 10/27/2025. He bought 866 and 7 shares of Class A common stock at $74.44 and $74.45, respectively. After these purchases, he directly owns 4,364 shares.
Goosehead Insurance (GSHD) reported higher Q3 results. Total revenue rose to $90.4 million from $78.0 million, driven by franchise royalties and stronger contingent commissions. Income from operations increased to $21.3 million from $16.4 million. Net income attributable to Goosehead was $7.9 million with diluted EPS of $0.29, unchanged year over year.
For the nine months, revenue reached $260.0 million versus $220.6 million, while interest expense climbed to $18.1 million from $5.5 million, reflecting higher borrowings. Operating cash flow improved to $68.6 million. The company refinanced its capital structure on January 8, 2025 with a $300 million term loan and $75 million revolver, then reduced the term rate by 0.50% on July 9 to Term SOFR plus 3.00%, with a $280.5 million balloon due in 2032. As of October 20, 2025, shares outstanding were 24,908,881 Class A and 11,935,389 Class B.
Goosehead Insurance, Inc. filed an 8-K stating it issued a press release announcing financial results for the quarter ended September 30, 2025. The release is furnished as Exhibit 99.1 and incorporated by reference.
This filing is an informational update about quarterly results; detailed figures are contained in the attached press release.
The filing shows an initial Form 3 for SLJ 2025 Grantor Retained Annuity Trust reporting beneficial ownership in Goosehead Insurance, Inc. (GSHD). The trust directly holds 114,777 shares of Class B common stock and corresponding LLC units that convert one-for-one into Class A shares. The filer notes a Voting Agreement that may make it part of a group that collectively beneficially owns more than 10% of Class A common stock.
Goosehead Insurance reported that Mark E. Jones Jr., the company's CFO and COO and a director, was granted an employee stock option to purchase 20,000 shares of Class A common stock at an exercise price of $95.27. The option becomes exercisable on the grant date and expires ten years later, with vesting structured so one-third of the shares vest on each of the first three anniversaries of the grant date, subject to continued employment. The award includes a provision that accelerates vesting if the holder's employment is terminated without cause or for good reason within six months following a change in control.
Goosehead Insurance appointed Mark E. Jones, Jr. as Chief Operating Officer effective August 26, 2025. Mr. Jones will continue serving as the company’s Chief Financial Officer and joined Goosehead in 2016, rising from Controller to VP of Finance in 2020 and CFO in 2022. The company said he helped lead the 2018 IPO and oversees financial reporting, planning, treasury, investor relations, enterprise sales and partnerships. In connection with the COO role he will receive stock options for 20,000 shares of Class A common stock at a 10% premium to the closing market price on the grant date; his other compensation remains unchanged. Mr. Jones, Jr. is the son of the Executive Chairman and the Vice Chairman, both directors.
Joshua Thomas Jones Trust filed a Form 3 reporting initial ownership in Goosehead Insurance, Inc. (GSHD). The trust directly holds 9,787 shares of Class B common stock and 9,787 LLC units in Goosehead Financial, LLC that are each convertible into one share of Class A common stock at any time. The filing disclaims broader beneficial ownership except for pecuniary interest and notes the trust may be part of a Voting Agreement group that collectively owns more than 10% of Class A shares.
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