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.
Joshua Thomas Jones Trust filed a Form 3 reporting initial ownership in Goosehead Insurance, Inc. (GSHD). The trust directly holds 9,787 shares of Class B common stock and 9,787 LLC units in Goosehead Financial, LLC that are each convertible into one share of Class A common stock at any time. The filing disclaims broader beneficial ownership except for pecuniary interest and notes the trust may be part of a Voting Agreement group that collectively owns more than 10% of Class A shares.
Emily Marie Jones Trust filed an initial Form 3 reporting beneficial ownership in Goosehead Insurance, Inc. (GSHD). The filing discloses 9,787 shares of Class B common stock held directly and corresponding LLC units convertible into Class A common stock. The reporting person notes a Voting Agreement dated February 24, 2021 that may make it part of a group that collectively owns more than 10% of outstanding Class A common stock. The Form 3 reports the triggering event date as 08/22/2025 and is signed by an attorney-in-fact on 08/26/2025.
Brendan Scot Jones Trust filed an initial Form 3 disclosing direct ownership of 9,787 shares of Class B common stock and 9,787 LLC units in Goosehead Financial, LLC, each LLC unit paired with a share of Class B common stock and convertible into one share of Class A common stock. The filing notes the reporter disclaims beneficial ownership except for pecuniary interest and states the reporting person may be part of a voting group that collectively owns more than 10% of Class A common stock.
Goosehead Insurance, Inc. (GSHD) Form 3 shows the Benjamin Douglas Jones Trust beneficially owns 9,788 shares of Class B common stock directly and holds LLC units convertible into 9,788 shares of Class A common stock. The reporting person disclaims beneficial ownership except for pecuniary interest. The filer notes a Voting Agreement dated February 24, 2021 that may make the trust part of a group that collectively owns more than 10% of Class A shares.
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.
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