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.
Alexandra Nicole Rogers Trust reports direct ownership of 9,788 shares of Class B common stock of Goosehead Insurance, Inc. (GSHD) and ownership of LLC units in Goosehead Financial, LLC that are convertible one-for-one into Class A common stock. The reporting person disclaims beneficial ownership except for its pecuniary interest. The filing also notes a Voting Agreement that may group this holder with others who collectively own more than 10% of Class A shares.
Insider transactions reported for Goosehead Insurance, Inc. (GSHD) involve Serena Jones and related trusts on 08/22/2025. The filing shows multiple non-derivative and derivative transactions reallocating Class B Common Stock and LLC units in Goosehead Financial, LLC among Serena Jones and family trusts. Several entries record dispositions of 9,787–9,788 shares or units and corresponding acquisitions of equal amounts by the SLJ 2023 Grantor Retained Annuity Trust. The report also lists larger transfers tied to the Joshua Thomas Jones Trust and SLJ Dynasty Trust with beneficial ownership figures reported as 482,599 and 151,246 shares/units respectively. All transactions are reported as code "G" (gift) at a price of $0. The form is signed by an attorney-in-fact on behalf of the reporting parties.
Adrienne Kebodeaux, a director and officer of Goosehead Insurance, Inc. (GSHD), reported transactions dated 08/19/2025. The filing shows a sale of 3,000 shares of Class A common stock at a weighted average price of $86.30 (prices ranged $86.05–$86.46). The Form 4 also records conversion/issuance-type entries: 3,000 Class B common shares and 3,000 LLC units in Goosehead Financial, LLC were reported with $0 consideration, and the reporting person retains indirect ownership of 63,530 Class B common shares through the Chick & The Bear Irrevocable Trust. The form is signed by an attorney-in-fact and dated 08/21/2025.
Durable Capital Partners LP reported beneficial ownership of 1,454,490 shares of Goosehead Insurance, Inc. Class A common stock, representing 5.7% of the outstanding Class A shares based on 25,350,955 shares outstanding as of July 21, 2025.
The filing states Durable Capital Master Fund LP directly holds the shares and Durable Capital Partners LP, as investment adviser, has sole voting and dispositive power over them. The schedule is a Section 13 filing disclosing ownership above the 5% threshold.
Goosehead Insurance, Inc. (GSHD) submitted a Form 144 notice for a proposed sale of 3,000 Class A common shares through J.P. Morgan Securities LLC on 08/19/2025. The filing reports an aggregate market value of $255,870 based on total shares outstanding of 25,350,955. The 3,000 Class A shares were acquired on 08/19/2025 in exchange for Class B units that were originally acquired on April 27, 2018; payment is listed as N/A. No securities sales by the reporting person were disclosed for the prior three months. The filer attests to lacking undisclosed material adverse information about the issuer.
Insiders from the Mark & Robyn Jones family reported multiple equity transactions in Goosehead Insurance, Inc. (GSHD). The Mark & Robyn Jones Descendants Trust 2014, and trustees Mark Evan Jones and Robyn Mary Elizabeth Jones, recorded conversions of Class B/LLC units into Class A common stock on 08/14/2025 and 08/15/2025 and several sales of Class A shares on those dates. Conversion entries (code C) include 21,391 Class A shares on 08/14/2025 and 600 Class A shares on 08/15/2025. Sales (code S) on 08/14/2025 totaled 21,391 Class A shares sold in multiple tranches at weighted-average prices reported as $87.38, $88.55 and $89.29; an additional 600 Class A shares were sold on 08/15/2025 at a weighted-average price of $87.01. The filing discloses remaining beneficial holdings and indirect trust holdings, including large Class B/LLC unit positions held indirectly by trust arrangements.
Goosehead Insurance, Inc. (GSHD) Schedule 13D/A reports aggregated beneficial ownership by a group of related reporting persons led by Mark E. Jones following the issuer's IPO reorganization. Collectively the Reporting Persons beneficially own 12,744,183 shares of Class A common stock, representing 33.8% of the class. The filing explains that certain pre-IPO members hold Class B common stock convertible one-for-one into Class A shares under the Goosehead Financial LLC agreement and that registration and tax receivable agreements apply to exchanges of Class B for Class A shares. The Reporting Persons are parties to voting agreements that give an irrevocable proxy to Mark E. Jones to vote their shares, with backup voting directions to Robyn Jones and, if needed, to Ryan Langston and Mark Jones, Jr.
The Reporting Persons state their holdings are for investment purposes, reserve the right to buy or sell additional securities, and reference multiple exhibits including the LLC agreement, registration rights, tax receivable agreement, and voting agreements.
Goosehead Insurance insiders sold and converted LLC units into publicly tradable Class A shares on August 12-13, 2025. The Mark & Robyn Jones Descendants Trust and trustees Mark Evan Jones and Robyn Mary Elizabeth Jones converted 48,320 and 60,000 LLC units (each convertible into one Class A share) and then sold a combined 108,320 Class A shares in multiple transactions at weighted-average prices reported in footnotes, with execution prices spanning roughly $86.00 to $90.27. The filings show the trust and the individual trustees retain substantial indirect holdings via Class B shares and LLC units.
The Form 4 discloses transactions by the Mark & Robyn Jones Descendants Trust 2014 and trustees Mark Evan Jones and Robyn Mary Elizabeth Jones in Goosehead Insurance, Inc. (GSHD). The filing shows conversions of LLC units into Class A common shares and sales of Class A common stock in multiple transactions. In aggregate, the reporting persons sold 60,715 Class A shares across the reported transactions at prices shown in the filing, with individual weighted-average prices listed at $86.41, $87.17, $87.21 and an isolated lot at $88.15; footnotes report sale price ranges approximately between $86.00 and $87.95.
After the reported transactions the trust and trustees continue to hold material positions: the trust is reported to beneficially own approximately 7.34 million Class B shares and indirectly hold 1,766,355 LLC Units convertible into Class A shares; the individuals also report direct holdings of Class A and Class B shares noted in the filing. Footnotes clarify the LLC Units convert one-for-one into Class A common stock and that trustees hold certain indirect interests for family beneficiaries.