Goosehead Insurance, Inc. filings document the public-company disclosures of an independent insurance agency that distributes personal and commercial lines through corporate and franchise locations. The company’s 8-K filings report quarterly and annual financial results, material corporate events, leadership appointments, officer separations, board appointments and related compensatory arrangements.
Goosehead’s proxy and annual-meeting filings cover director elections, auditor ratification, advisory executive-compensation votes, board committee matters and executive pay disclosures. The filing record also includes governance and equity-compensation information relevant to its Nasdaq-listed Class A common stock and insurance distribution business.
Goosehead Insurance, Inc. (GSHD) is the issuer for which Wasatch Advisors reported beneficial ownership of 2,430,746 common shares, or 10.2% of the class. Wasatch Advisors reported sole voting power over 1,689,311 shares and sole dispositive power over 2,430,746 shares, with zero shared voting or dispositive power.
Durable Capital Master Fund LP purchased 150,000 shares of Goosehead Insurance, Inc. Class A common stock on September 22, 2026, at $47.32 per share. The reported position after the purchase was 2,720,260 shares. Durable Capital Partners LP, identified as a ten percent owner, is the fund’s investment adviser and has sole voting and investment power over the securities; no Rule 10b5-1 plan is reported.
Goosehead Insurance, Inc. (GSHD) reported insider activity by Executive Chairman and 10% owner Mark Evan Jones involving bona fide gifts on August 27, 2026. The filing shows paired acquisitions and dispositions of 100,000 LLC Units in Goosehead Financial, LLC and 100,000 shares of Class B Common Stock, reflecting gift transfers rather than open‑market trades. After these transactions, trusts for which Jones serves as trustee hold 8,411,535 LLC Units (each paired with a share of Class B Common Stock and convertible into Class A Common Stock on a one‑for‑one basis with no expiration) indirectly for the benefit of his immediate family members.
Goosehead Insurance, Inc. (GSHD) received a Form 4 reporting that the Mark & Robyn Jones Descendants Trust 2014, a member of a 10% owner group, made bona fide gifts on 2026-08-27 of 100,000 LLC Units in Goosehead Financial, LLC (with corresponding rights to Class A Common Stock) and 100,000 shares of Class B Common Stock, all at $0.00 per share. Mark Evan Jones and Robyn Mary Elizabeth Jones are trustees of the trust and are also individual reporting persons. The filing also lists ongoing positions in LLC Units convertible into Class A Common Stock held directly by each of them and 1,766,355 such units held indirectly through trusts.
Goosehead Insurance, Inc. (GSHD) reports in this Amendment No. 43 to Schedule 13D that a large group of related individuals and trusts (the “Reporting Persons”) continues to hold a significant stake and coordinated voting control over the company’s Class A and Class B common stock. Mark E. Jones beneficially owns 12,462,089 shares, representing 34.2% of the Class A common stock. Numerous family trusts and relatives each hold smaller stakes ranging from hundreds of thousands of shares down to fewer than 10,000 shares.
All Reporting Persons are party to Voting Agreements under which they must vote their shares together and in accordance with instructions from Mark E. Jones, with succession to Robyn Jones, then jointly to Ryan Langston and Mark E. Jones, Jr. The capital structure allows holders of Class B common stock plus corresponding Goosehead Financial LLC units to exchange on a one-for-one basis into Class A common stock, with Class B shares redeemed and canceled upon exchange. The group also benefits from a registration rights agreement for Class A shares issuable upon exchange and a tax receivable agreement under which pre-IPO Goosehead Financial members receive 85% of certain tax benefits realized by Goosehead Insurance.
Goosehead Insurance, Inc. (GSHD) reported that 10% owner group member Adrienne Kebodeaux converted 7,000 LLC Units and corresponding 7,000 shares of Class B Common Stock into 7,000 shares of Class A Common Stock at a conversion price of $0.00, then sold the 7,000 Class A shares at $70.00 per share on August 20, 2026. Following these transactions, Kebodeaux continues to hold 273,027 LLC Units/Class B shares directly and an additional 58,530 LLC Units (and matching Class B shares) indirectly through the Chick & The Bear Irrevocable Trust, each LLC Unit together with a Class B share being convertible into one Class A share without expiration.
Goosehead Insurance, Inc. (GSHD) reported insider activity by 10% owner Serena Jones and related trusts. On August 19–20, 2026, Jones and the SLJ Dynasty Trust converted a total of 29,750 LLC Units and corresponding Class B Common Stock into 29,750 shares of Class A Common Stock at a stated conversion price of $0.00 per share. They then sold 29,750 Class A shares in multiple open-market transactions at weighted average prices ranging from the high $60s to $70.00 per share. Various family trusts, for which Jones serves as trustee, continue to hold LLC Units that are convertible into Class A shares, including positions representing 114,777 underlying Class A shares in the SLJ 2025 Grantor Retained Annuity Trust.
Goosehead Insurance, Inc. (GSHD) is the issuer for a proposed sale of 2,000 shares of Class A Common Stock to be sold for the account of affiliate Adrienne Kebodeaux under Rule 144, with J.P. Morgan Securities LLC acting as agent and attorney-in-fact. The shares to be sold are Class A common shares received in exchange for Class B Units that were originally acquired on April 27, 2018, and are expected to be exchanged on or about 08/20/2026 or within three months from the notice date. In the prior three months, Adrienne Kebodeaux sold 5,000 shares of Class A Common Stock on 07/28/2026 for aggregate proceeds of $325,848.23.
Goosehead Insurance, Inc. (GSHD) reported that Executive Chairman and 10% owner Mark Evan Jones made a bona fide gift of 100 shares of Class A Common Stock on 2026-08-17, leaving him with 38,751 Class A shares held directly. He also reports holdings of LLC Units in Goosehead Financial, LLC convertible into Class A Common Stock, including 182,349 LLC Units held directly and 8,511,535 LLC Units held indirectly through a trust for family members, together with corresponding Class B Common Stock positions. The LLC Units, together with a share of Class B Common Stock, may be converted into Class A Common Stock at any time and do not expire.
Goosehead Insurance, Inc. insider Serena Jones and the SLJ Dynasty Trust, both 10% owners, reported a small conversion-and-sale transaction in Goosehead Financial, LLC units and Goosehead Class A/B stock. On 2026-08-13 they converted 250 LLC Units/Class B shares into 250 Class A shares at a $0.00 conversion price and sold 250 Class A shares (125 held directly, 125 via the SLJ Dynasty Trust) at $67.50 per share. After these conversions, Jones directly holds 367,697 shares of Class B Common Stock and 367,697 corresponding LLC Units, while the SLJ Dynasty Trust holds 151,121 Class B shares and 151,121 LLC Units indirectly for Jones’s family beneficiaries. The filing indicates these trades were not made under a Rule 10b5-1 trading plan.