Every Form 4 that Goosehead Insurance, Inc. (GSHD) has filed with the SEC in the last 12 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 Form 4 covers the transactions officers, directors and large holders report, 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.
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) 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) 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.
Goosehead Insurance, Inc. reporting persons Mark and Robyn Jones, through the Mark & Robyn Jones Descendants Trust 2014, converted 122,481 LLC Units and corresponding Class B Common Stock into the same number of Class A Common shares on August 3–4, 2026, then sold 122,481 Class A shares in open-market or private transactions at weighted-average prices of $65.31, $65.46, $66.71, $67.84 and $68.44 per share. The trust and related family trusts continue to hold LLC Units exchangeable into additional Class A shares, including positions representing 182,349, 132,349 and 1,766,355 underlying shares.
Durable Capital Partners LP, a 10% owner of Goosehead Insurance, indirectly purchased a total of 36,256 shares of Class A Common Stock on July 31, 2026, in open-market or private transactions at prices of $61.88 and $62.00 per share. The shares are held directly by Durable Capital Master Fund LP, for which Durable Capital acts as investment adviser with sole voting and investment power, while Durable Capital Master Fund, Durable Capital, Durable GP and Henry Ellenbogen disclaim beneficial ownership except for any pecuniary interest. The transactions were not reported as made under a Rule 10b5-1 trading plan.
Goosehead Insurance, Inc. director Peter R. Lane purchased 1,600 shares of Class A Common Stock on 2026-07-31 in an open-market or private transaction at $63.14 per share. Following this transaction, he directly holds 1,600 shares. The filing indicates the trade was not made under a Rule 10b5-1 trading plan.
The Mark & Robyn Jones Descendants Trust 2014, a 10% owner of Goosehead Insurance, Inc., converted LLC Units and corresponding Class B shares into Class A Common Stock on July 29–30, 2026. After these non‑cash conversions, the trust sold an aggregate 127,519 Class A shares in transactions reported as sales in open market or private transactions at weighted‑average prices between $65.22 and $70.29 per share, with actual prices within ranges disclosed in the notes. Reported positions still include LLC Units convertible into 182,349, 132,349 and 1,766,355 Class A shares, including indirect holdings through family trusts.
Chick & The Bear Irrevocable Trust and Adrienne Kebodeaux, members of a 10% owner group of Goosehead Insurance, Inc., reported equity conversions and a sale on July 28, 2026. Entities associated with Kebodeaux converted 5,000 LLC Units and corresponding Class B shares into 5,000 shares of Class A Common Stock, then sold 5,000 Class A shares in a transaction reported at a weighted average price of $65.03 per share. Holdings associated with Kebodeaux continue to include LLC Units exchangeable into 280,027 shares of Class A Common Stock.
Adrienne Kebodeaux, a member of the 10% owner group of Goosehead Insurance, converted 5,000 LLC Units and 5,000 shares of Class B Common Stock into 5,000 shares of Class A Common Stock on July 28, 2026, then sold those 5,000 Class A shares at a weighted average price of $65.20 per share, with sales ranging from $65.02 to $65.52.
After these transactions, she directly held 280,027.0000 LLC Units and 280,027.0000 shares of Class B Common Stock, and also reported indirect holdings of 63,530.0000 LLC Units and 63,530.0000 Class B shares through the Chick & The Bear Irrevocable Trust, where each LLC Unit together with a Class B share may be converted into one share of Class A Common Stock without expiration.
Durable Capital Partners LP, a ten percent owner of Goosehead Insurance, reported open-market purchases totaling 153,723 shares of Class A Common Stock on July 24 and 27, 2026, at prices between $57.75 and $62.00 per share. The shares are held indirectly through Durable Capital Master Fund LP, for which Durable Capital acts as investment adviser with sole voting and investment power. The trades were not made under a Rule 10b5-1 plan, and the related entities disclaim beneficial ownership except to the extent of any pecuniary interest.
Goosehead Insurance, Inc. 10% owner Patrick Ryan Langston reported an open-market purchase of 2,800 shares of Class A Common Stock on 2026-05-29 at an average price of $35.56 per share. Following this trade, he directly holds 7,800 Class A shares. A footnote notes that additional shares held directly by his spouse, who is independently a reporting person, are not included in these amounts.
Goosehead Insurance, Inc. Chief Financial Officer Martin John Arthur reported an open-market purchase of the company’s Class A common stock. He bought 5,000 shares on May 28, 2026 at a price of $34.73 per share and now directly holds 5,000 shares.
Goosehead Insurance, Inc. reported insider activity involving derivative conversions and open-market sales of Class A Common Stock. A reporting person converted 9,588 LLC Units in Goosehead Financial, LLC into 9,588 shares of Class A Common Stock at a stated conversion price of $0.00 per unit.
The filing then shows sales of 9,588 Class A shares in two transactions: 3,122 shares at a weighted average price of $41.28 and 6,466 shares at a weighted average price of $40.51, with trade prices ranging from $40.00 to $41.80. Following these sales, this block of Class A shares was reduced to zero.
Despite these transactions, the reporting structure continues to show substantial interests through Class B Common Stock and LLC Units that are convertible into Class A shares, including indirect holdings of 1,766,355 underlying Class A shares and direct derivative positions over additional hundreds of thousands of underlying shares.
Goosehead Insurance insiders associated with Executive Chairman Mark Evan Jones and director Robyn Mary Elizabeth Jones reported ownership changes involving both common stock and LLC units. They converted 45,588 LLC units and corresponding Class B shares into 45,588 shares of Class A Common Stock at $0.00 per share, then sold 45,588 Class A shares in an open-market transaction at a weighted average price of $40.07 per share, with individual sale prices between $40.00 and $40.51. After these transactions, a reporting person continues to hold 7,004,768 shares of Class B Common Stock directly, as well as LLC units indirectly representing 1,766,355 underlying Class A shares and directly representing 132,349 and 182,349 underlying Class A shares.
Goosehead Insurance, Inc. insiders reported a combined conversion-and-sale transaction involving Class A and Class B shares and LLC units. Entities associated with the reporting persons converted 82,689 LLC Units and corresponding Class B Common Stock into 82,689 shares of Class A Common Stock, then sold 82,689 Class A shares in open-market trades at weighted average prices of $41.74 and $42.43 per share on May 22, 2026. After these transactions, a reporting person still holds 7,050,356 shares of Class B Common Stock directly and significant indirect and direct positions in LLC Units, including 1,766,355, 132,349, and 182,349 LLC Units, each exchangeable one-for-one into Class A Common Stock. The filing notes that each LLC Unit, together with a share of Class B Common Stock, may be converted into one Class A share and that the LLC Units do not expire.
Goosehead Insurance, Inc. insider filings show a convert-and-sell sequence involving Class A Common Stock and LLC Units of Goosehead Financial, LLC. On May 21, 2026, the reporting person converted 70,751 LLC Units into 70,751 shares of Class A Common Stock at a stated conversion price of $0.00 per unit, then sold the same number of Class A shares in the open market in three blocks.
The sales totaled 70,751 Class A shares, split into 20,730 shares at a weighted average price of $42.21, 20,783 shares at $41.57, and 29,238 shares at $40.62. Footnotes explain these prices are weighted averages over trade ranges from $40.04 to $42.48. Following these transactions, the filing reports continuing direct and indirect holdings in Class A and Class B Common Stock and LLC Units, including LLC Units indirectly held through the Mark & Robyn Jones Descendants Trust 2014 that are each convertible, together with a share of Class B Common Stock, into one share of Class A Common Stock.
Goosehead Insurance, Inc. General Counsel Martin Ellis Thornthwaite reported an open-market purchase of 5,000 shares of Class A Common Stock on May 18, 2026 at a price of $41.50 per share.
Following this transaction, he directly holds 5,000 shares of Goosehead Insurance Class A Common Stock.
Goosehead Insurance, Inc. President & COO Mark E. Jones Jr., who is also part of a 10% owner group, bought Class A Common Stock in the open market. He purchased 2,650 shares at $37.50 per share. After this transaction, he directly owns 7,014 Class A Common shares.
Goosehead Insurance, Inc. President and CEO Mark Miller reported an open-market purchase of Class A Common Stock. On May 14, 2026, he bought 5,000 shares at $36.89 per share, bringing his directly held position to 40,000 shares after the transaction.
Goosehead Insurance, Inc. director Wade William Francis Jr received a grant of 13,979 Director Stock Options to acquire Class A Common Stock at an exercise price of $42.46 per share. The options were granted at no cost and will vest in 12 equal quarterly installments over three years, subject to continued service. All 13,979 options will fully vest upon a change in control under the company’s Amended and Restated Omnibus Incentive Plan, and the filing shows 13,979 derivative securities held directly after the grant.
Goosehead Insurance, Inc. director Louis Goldberg received a grant of stock options covering 13,979 shares of Class A common stock. The options have an exercise price of $42.46 per share and were awarded as compensation, not purchased in the open market.
These options vest in 12 equal quarterly installments over three years, contingent on continued service. All 13,979 options will fully vest and become exercisable if there is a qualifying change in control under the company’s Amended and Restated Omnibus Incentive Plan.
Goosehead Insurance, Inc. director Peter R. Lane received a grant of 13,979 Director Stock Options linked to Class A Common Stock. The options have an exercise price of $42.46 per share and expire on May 5, 2036.
The options vest in 12 equal quarterly installments over three years following the grant date, subject to Lane’s continued service. All unvested options will fully vest and become exercisable if a defined change in control occurs. Following this grant, Lane holds 13,979 options directly.
Goosehead Insurance director Robyn Mary Elizabeth Jones received a grant of stock options, not a market purchase, as part of her compensation. The award covers 13,979 Director Stock Options for Class A Common Stock at an exercise price of $42.46 per share, expiring on May 5, 2036.
The options vest in 12 equal quarterly installments over three years, subject to continued service, and all unvested options vest if there is a change in control as defined in the company’s Amended and Restated Omnibus Incentive Plan.
Reid James reported acquisition or exercise transactions in this Form 4 filing.
Goosehead Insurance, Inc. director James Reid received a grant of 13,979 director stock options to buy Class A common stock at $42.46 per share. These options vest in 12 equal quarterly installments over three years, with all options vesting upon a defined change in control. Following the grant, he holds 13,979 options directly.
Langston Patrick Ryan reported acquisition or exercise transactions in this Form 4 filing.
Goosehead Insurance, Inc. reported that 10% owner group member Patrick Ryan Langston received a grant of 6,989 director stock options on Class A common stock. The options have a strike price of $42.46 per share, expire on May 5, 2036, and vest in 12 equal quarterly installments over three years, with full vesting upon a defined change in control.
Goosehead Insurance, Inc. director Cruzado Waded received a grant of 13,979 Director Stock Options on Class A Common Stock. The options have an exercise price of $42.46 per share and expire on May 5, 2036.
The grant vests in 12 equal quarterly installments over three years, subject to continued service, with all options vesting early upon a defined change in control. After this award, the director holds 13,979 options directly.
Goosehead Insurance, Inc. insiders reported a small set of transactions involving Class A and Class B Common Stock and LLC Units in Goosehead Financial, LLC. The filing shows a conversion of 5,090 LLC Units and related Class B shares into 5,090 shares of Class A Common Stock, followed by an open‑market sale of those 5,090 Class A shares at a weighted average price of $45.32 per share.
After these transactions, reporting persons associated with the Mark & Robyn Jones family continue to hold large positions through Class B Common Stock and LLC Units, including 7,203,796 shares of Class B Common Stock directly and LLC Units indirectly representing up to 1,766,355 underlying Class A shares held by the Mark & Robyn Jones Descendants Trust 2014.
Goosehead Insurance, Inc. insiders reported a net open-market sale of 5,486 Class A shares. On April 28–29, 2026, they converted 5,486 LLC Units and matching Class B shares into Class A Common Stock and sold the same number of Class A shares at weighted average prices around $48–$49 per share.
After these transactions, they continue to hold significant interests through Class B Common Stock and LLC Units in Goosehead Financial, LLC, as shown by positions tied to over 1.7 million underlying Class A shares indirectly and additional direct holdings.
Goosehead Insurance, Inc. reported that President & COO Mark E. Jones Jr. received a grant of employee stock options covering 50,000 shares of Class A common stock. The options have a conversion (exercise) price of $49.12 per share and expire on April 20, 2036.
One third of the options vest on each of the first, second and third anniversaries of the grant date, subject to continued employment. All 50,000 options will vest if, within six months after a change in control, his employment is terminated without cause or for good reason under the company’s incentive plan and award agreement.
Goosehead Insurance, Inc. Chief Financial Officer Martin John Arthur received a grant of employee stock options covering 40,000 shares of Class A common stock. The options have an exercise price of $49.12 per share and expire on April 20, 2036.
One third of the options vest on each of the first, second, and third anniversaries of the grant date, subject to continued employment. All options will vest if, within six months after a defined change in control, his employment is terminated without cause or for good reason.
Goosehead Insurance, Inc. reported that its General Counsel, Martin Ellis Thornthwaite, received a grant of 30,000 employee stock options to buy Class A common stock at an exercise price of $46.68 per share. These options are compensation, not an open-market purchase or sale.
One third of the options vest on each of the first, second, and third anniversaries of the grant date, subject to continued employment, and they expire on April 3, 2036. All unvested options will fully vest if there is a qualifying change in control and his employment is terminated without cause or for good reason within six months.
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. 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.