Goosehead Insurance, Inc. SEC Filings

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.

Goosehead Insurance, Inc. entered into an Amended and Restated Stockholders Agreement on July 8, 2026 with certain pre-IPO stockholders, implementing amendments required by a previously approved settlement of the Dollens Action in the Delaware Court of Chancery.

While these Pre-IPO Holders beneficially own at least 10% of outstanding common stock, their approval is required for major corporate actions, including mergers or sales of all or substantially all assets, asset acquisitions or dispositions exceeding 15% of total assets, and equity issuances over $50 million (excluding board-approved incentive plans). Their approval is also required for board-initiated charter or bylaw amendments, entry into new material business lines, changes to board size, and compensation or benefits decisions for specified senior officers.

The Pre-IPO Holders may designate nominees for a majority of the board, including the chair, while other stockholders retain rights to nominate competing candidates. The board is not obligated to endorse Pre-IPO nominees and may act without their approval when it reasonably determines this is necessary to comply with its fiduciary duties under Delaware law, after providing notice and an opportunity to be heard when feasible.

Kayne Anderson Rudnick Investment Management, LLC filed Amendment No. 15 to a Schedule 13G/A reporting beneficial ownership of 2,453,903 shares of Goosehead Insurance Inc common stock, representing 10.4% of the class. The filing lists voting and dispositive power breakdowns and is signed on 06/04/2026.

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.