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.
Goosehead Insurance, Inc. announced leadership changes in its legal function. John O’Connor is leaving the company effective immediately, with his separation terms to be disclosed when finalized. The company appointed Martin Ellis Thornthwaite as General Counsel and Corporate Secretary effective March 30, 2026, bringing experience in complex litigation, regulatory and governmental investigations, employment matters, and corporate governance from prior roles at RealPage, Inc., Clark Hill PLC, and Strasburger & Price LLP.
Goosehead Insurance Inc: Amendment No. 5 to a Schedule 13G/A shows The Vanguard Group reports beneficial ownership of 0 shares (0%) of Goosehead Insurance common stock. The filing notes an internal realignment effective January 12, 2026, and disaggregated reporting of certain Vanguard subsidiaries.
Goosehead Insurance, Inc. is soliciting proxies for its 2026 Annual Meeting of Shareholders on May 4, 2026 in Westlake, Texas. Shareholders will vote on electing two Class II directors until 2029, ratifying Deloitte & Touche LLP as auditor for 2026, and approving executive compensation on an advisory basis.
The company highlights 2025 results, including total revenue of $365.3 million (up 16%), written premiums of $4.4 billion (up 17%), and adjusted EBITDA of $113.6 million with a 31% margin. Management emphasizes investments in its Digital Agent 2.0 platform, disciplined AI deployment, stronger franchise economics, and improved client retention and productivity across distribution channels.
Goosehead Insurance, Inc. director Louis Goldberg bought 5,575 shares of Class A common stock in an open-market purchase on February 20, 2026 at a price of $44.85 per share. Following this transaction, he directly owns 5,575 shares.
Goosehead Insurance, Inc. director Louis Goldberg filed an initial ownership report on Class A common stock. The filing shows he directly owns 5,575 shares of Class A common stock following the reported holdings, with no specific purchase or sale transaction indicated.
Goosehead Insurance’s founding family group has reaffirmed its large ownership and voting control over the company. The Schedule 13D/A shows that Mark E. Jones is deemed to beneficially own 12,957,869 shares of Class A common stock, representing 35.1% of the class, through a combination of direct holdings and extensive family and trust structures.
The filing lists dozens of related trusts and family members, each with smaller stakes, that are party to joint filing and voting arrangements. Under a series of Voting Agreements, all of these holders have agreed to vote their Class A and Class B shares together and in accordance with instructions from Mark E. Jones, or, if he cannot act, in a defined succession led by Robyn Jones and then Ryan Langston and Mark E. Jones, Jr. The group also retains exchange rights to swap Class B shares and LLC units in Goosehead Financial for Class A shares on a one-for-one basis, plus related registration and tax receivable agreements tied to the IPO-era reorganization.
Goosehead Insurance, Inc. reports strong 2025 growth as it scales its tech-driven, independent personal lines platform across the U.S. Total Written Premium rose 17% to $4.4 billion from $3.8 billion, while revenue grew 16%, reflecting expanding agent productivity and carrier relationships.
The company operates 13 corporate sales offices and 1,009 franchise locations, with franchise premiums up 20% despite a 9% decline in operating franchises. Client experience remains a focus, with a Net Promoter Score of 77 in 2025, 85% client retention, and 90% premium retention, supporting highly recurring revenue.
Goosehead Insurance, Inc. reported solid growth for 2025, with total revenue rising 16% to $365.3 million and Core Revenue up 16% to $317.9 million, while net income declined to $44.5 million from $49.1 million and net income margin slipped to 12%.
Adjusted EBITDA increased 14% to $113.6 million, but Adjusted EBITDA margin edged down to 31%. The company repurchased $81.7 million of shares in 2025 and expanded its repurchase authorization by $180.0 million through May 1, 2027. For 2026, it guides to organic revenue growth of 10%–19% and written premium growth of 12%–20%. Goosehead also elected Louis Goldberg to its Board, while director Thomas McConnon will roll off effective February 18, 2026.
T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G reporting beneficial ownership of 2,002,003 shares of Goosehead Insurance, Inc. Class A common stock, representing 8.0% of the class as of 12/31/2025. The firm reports sole voting power over 1,998,244 shares and sole dispositive power over 2,002,003 shares, with no shared voting or dispositive power. It states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Goosehead Insurance, and it expressly denies that this filing should be construed as an admission of beneficial ownership.