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.
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.
Capital World Investors filed an Amendment No. 2 to its Schedule 13G/A disclosing beneficial ownership of 1,972,271 shares of Goosehead Insurance, Inc. Common Stock, representing 8.0% of 24,653,390 shares believed outstanding as stated.
The filing lists sole voting and dispositive power over the 1,972,271 shares and identifies related investment management entities. The amendment is signed by Jae Won Chung on 05/13/2026.
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. 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.