Every 8-K that Goosehead Insurance, Inc. (GSHD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GSHD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GSHD filings page.
Goosehead Insurance, Inc. reported strong second-quarter 2026 results, with total revenues of $113.4 million, up 21% year over year. Core Revenue rose 10% to $95.6 million. Net income increased to $17.0 million from $8.3 million, with basic EPS of $0.42 and Adjusted EPS of $0.64. Net income margin was 15%. Adjusted EBITDA grew 30% to $37.9 million, producing a 33% Adjusted EBITDA margin. Total written premiums rose 14% to $1.34 billion, and policies in force grew 15% to approximately 2.1 million, supported by an 86% client retention rate and expanding corporate and franchise sales forces.
As of June 30, 2026, Goosehead held $23.7 million in cash and cash equivalents, had a $75.0 million credit line with $26.0 million drawn, and $323.0 million of notes payable. The company repurchased and retired 95 thousand shares at an average price of $40.95, leaving $144.6 million under its authorization. Full-year 2026 guidance was raised, with total revenues expected to grow organically between 12% and 19% and total written premiums between 12% and 20%. Goosehead also announced a planned leadership transition: CEO Mark Miller will retire effective December 31, 2026 and remain on the Board, while Mark Jones, Jr., currently President and Chief Operating Officer, will become President and Chief Executive Officer on January 1, 2027 as part of a long-term succession plan.
Goosehead Insurance, Inc. entered into an Amended and Restated Stockholders Agreement on July 8, 2026 with certain pre-IPO stockholders, implementing amendments required by a previously approved settlement of the Dollens Action in the Delaware Court of Chancery.
While these Pre-IPO Holders beneficially own at least 10% of outstanding common stock, their approval is required for major corporate actions, including mergers or sales of all or substantially all assets, asset acquisitions or dispositions exceeding 15% of total assets, and equity issuances over $50 million (excluding board-approved incentive plans). Their approval is also required for board-initiated charter or bylaw amendments, entry into new material business lines, changes to board size, and compensation or benefits decisions for specified senior officers.
The Pre-IPO Holders may designate nominees for a majority of the board, including the chair, while other stockholders retain rights to nominate competing candidates. The board is not obligated to endorse Pre-IPO nominees and may act without their approval when it reasonably determines this is necessary to comply with its fiduciary duties under Delaware law, after providing notice and an opportunity to be heard when feasible.
Goosehead Insurance, Inc. held its 2026 annual shareholder meeting, where a quorum was present and three proposals were approved. Shareholders elected Robyn Jones and William Wade, Jr. to the board, each receiving about 24.8 million votes in favor, with additional votes withheld and broker non-votes recorded.
Investors also ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026, with 32,904,301 votes for, 59,628 against, and 1,973 abstaining. In a non-binding advisory vote, shareholders approved executive compensation, with 29,812,006 votes for, 2,320,278 against, 6,578 abstentions, and 827,040 broker non-votes.
Goosehead Insurance, Inc. reported strong first quarter 2026 results and announced key leadership changes. Total revenue rose 23% to $93.1 million, while net income increased to $8.0 million from $2.6 million a year earlier. Basic EPS was $0.20, up from $0.09, and Adjusted EPS grew to $0.37 per share.
Core Revenue reached $79.5 million, up 15%, and Adjusted EBITDA climbed 57% to $24.4 million, giving a 26% Adjusted EBITDA margin. Total written premiums rose 13% to $1.1 billion, with policies in force up 14% to about 1,973,000 and client retention at 85%.
The company repurchased and retired 985,000 shares for $49.8 million at an average price of $50.54, leaving $148.5 million under its authorization. For full-year 2026, Goosehead expects organic revenue growth of 10%–19% and written premium growth of 12%–20%. John Martin was appointed Chief Financial Officer effective April 20, 2026, and Mark Jones, Jr. was promoted to President and Chief Operating Officer as CEO Mark Miller ceased serving as President.
Goosehead Insurance, Inc. reported updated details on the departure of its General Counsel, John O’Connor, through a new Separation Agreement dated April 3, 2026. The agreement formalizes the terms of his exit and ongoing relationship with the company.
Effective March 29, 2026, Mr. O’Connor transitions to providing consulting services to Goosehead through September 30, 2026 to help ensure a smooth handover of responsibilities. In return, he will receive consulting fees equal to six months of his base salary, continued vesting of his existing equity awards, and a stipend intended to offset six months of COBRA health coverage costs.
The company plans to file the full Separation Agreement as an exhibit to its Form 10-Q for the quarter ended June 30, 2026, which will provide the complete contractual details for investors and other stakeholders.
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. 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.
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.
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.