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.
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.
Goosehead Insurance, Inc. has filed a notice for the potential sale of up to 250,000 Class A Common shares through J.P. Morgan Securities LLC on or about 07/29/2026, to be traded on NASDAQ. These Class A shares were received in exchange for Class B units that were originally acquired on April 27, 2018.
The filing also lists recent sales by the Mark and Robyn Jones Descendants Trust 2014 over the prior three months, including multiple transactions in Class A Common shares during May 2026, each with specified share amounts and consideration, illustrating an ongoing program of share dispositions.
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.
Durable Capital Partners LP reports initial beneficial ownership in Goosehead Insurance, Inc. as a ten percent owner. It indirectly holds 2,380,281 shares of Class A Common Stock as of July 24, 2026, through Durable Capital Master Fund LP. Durable Capital has sole voting and investment power, while Durable Capital Master Fund, Durable Capital, Durable GP and Henry Ellenbogen each disclaim beneficial ownership except for any pecuniary interest.
GSHD filed to permit the sale of 5,000 shares of Class A Common Stock through J.P. Morgan Securities LLC on or after July 28, 2026 on NASDAQ. The shares have an aggregate market value of $325,000, with 23,802,805 shares outstanding of this class.
The shares to be sold were Class A Common Shares received in exchange for Class B Units, which were originally acquired on April 27, 2018.
GSHD filed to potentially sell 10,000 shares of its Class A common stock through J.P. Morgan Securities LLC on or after July 28, 2026. These Class A shares were received in exchange for Class B units that were originally acquired on April 27, 2018.
Goosehead Insurance, Inc. reported strong growth for the quarter ended June 30, 2026. Total revenue rose 21% to $113.4 million, while net income increased to $17.0 million, up from $8.3 million a year earlier. Net income attributable to Goosehead was $10.1 million, with basic and diluted EPS of $0.42 and $0.41, respectively.
Core Revenue grew 10% to $95.6 million, and Ancillary Revenue expanded sharply, helped by contingent commissions of $15.7 million. Total Written Premium reached $1.34 billion for the quarter and $2.47 billion year-to-date, with Policies in Force up to about 2.1 million. Client retention was 86%, CSAT was 4.1, and corporate sales headcount increased 22% to 583, while operating franchises decreased to 898 and franchise agents rose to 2,190.
Operating cash flow for the first half of 2026 was $38.8 million. Notes payable totaled $323.0 million, including a term facility and revolving credit draw. The company repurchased 1.08 million Class A shares for $54.2 million, leaving $144.6 million authorized for further repurchases.
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.
Wasatch Advisors reports beneficial ownership of 1,892,453 Goosehead Insurance Inc. Class A shares, representing 8.0% of that class in information dated 06/30/2026.
The firm has sole voting power over 1,332,999 shares and sole dispositive power over all 1,892,453 shares, with no shared voting or dispositive authority.