Goosehead Insura SEC Filings

Goosehead Insurance’s founding family group has reaffirmed its large ownership and voting control over the company. The Schedule 13D/A shows that Mark E. Jones is deemed to beneficially own 12,957,869 shares of Class A common stock, representing 35.1% of the class, through a combination of direct holdings and extensive family and trust structures.

The filing lists dozens of related trusts and family members, each with smaller stakes, that are party to joint filing and voting arrangements. Under a series of Voting Agreements, all of these holders have agreed to vote their Class A and Class B shares together and in accordance with instructions from Mark E. Jones, or, if he cannot act, in a defined succession led by Robyn Jones and then Ryan Langston and Mark E. Jones, Jr. The group also retains exchange rights to swap Class B shares and LLC units in Goosehead Financial for Class A shares on a one-for-one basis, plus related registration and tax receivable agreements tied to the IPO-era reorganization.

Goosehead Insurance, Inc. reports strong 2025 growth as it scales its tech-driven, independent personal lines platform across the U.S. Total Written Premium rose 17% to $4.4 billion from $3.8 billion, while revenue grew 16%, reflecting expanding agent productivity and carrier relationships.

The company operates 13 corporate sales offices and 1,009 franchise locations, with franchise premiums up 20% despite a 9% decline in operating franchises. Client experience remains a focus, with a Net Promoter Score of 77 in 2025, 85% client retention, and 90% premium retention, supporting highly recurring revenue.

Goosehead Insurance, Inc. reported solid growth for 2025, with total revenue rising 16% to $365.3 million and Core Revenue up 16% to $317.9 million, while net income declined to $44.5 million from $49.1 million and net income margin slipped to 12%.

Adjusted EBITDA increased 14% to $113.6 million, but Adjusted EBITDA margin edged down to 31%. The company repurchased $81.7 million of shares in 2025 and expanded its repurchase authorization by $180.0 million through May 1, 2027. For 2026, it guides to organic revenue growth of 10%–19% and written premium growth of 12%–20%. Goosehead also elected Louis Goldberg to its Board, while director Thomas McConnon will roll off effective February 18, 2026.

T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G reporting beneficial ownership of 2,002,003 shares of Goosehead Insurance, Inc. Class A common stock, representing 8.0% of the class as of 12/31/2025. The firm reports sole voting power over 1,998,244 shares and sole dispositive power over 2,002,003 shares, with no shared voting or dispositive power. It states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Goosehead Insurance, and it expressly denies that this filing should be construed as an admission of beneficial ownership.

Goosehead Insurance Inc. received an updated ownership report showing significant institutional stakes in its Class A ordinary shares. Kayne Anderson Rudnick Investment Management, LLC reported beneficial ownership of 2,012,604 shares, representing 8.1% of the class as of the stated measurement date. Virtus Investment Advisers, LLC reported beneficial ownership of 1,099,575 shares, or 4.4% of the class, and these amounts are also included in Kayne Anderson Rudnick’s totals.

The filing details how voting and dispositive power is split between sole and shared authority for each firm. Both reporting persons certify that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Goosehead Insurance.

Wasatch Advisors filed an amended Schedule 13G reporting beneficial ownership of 1,733,140 Class A shares of Goosehead Insurance Inc., representing 7.0% of the class as of the triggering date.

Wasatch has sole voting power over 1,201,575 shares and sole dispositive power over all 1,733,140 shares, with no shared voting or dispositive authority. The firm certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Goosehead Insurance.

Goosehead Insurance, Inc. insider Mark E. Jones Jr., the CFO & COO and a 10% owner, reported a new equity award. On 01/02/2026, he was granted 90,000 Employee Stock Options (right to buy) for Class A common stock at a $77.18 exercise price, held directly.

The filing notes that one third of the option vests and becomes exercisable on each of the first, second, and third anniversaries of the grant date, subject to continued employment. All remaining unvested options will vest if, within six months after a change in control under the company’s incentive plan, his employment is terminated without cause or for good reason.

Goosehead Insurance General Counsel receives new stock options grant. On January 2, 2026, General Counsel John Terry O'Connor was granted 15,000 employee stock options to buy Class A common stock at an exercise price of $77.18 per share. The options were reported as acquired at a cost of $0 per option.

According to the filing, one-third of the options vest on each of the first, second, and third anniversaries of the grant date, as long as employment continues. All 15,000 options will vest earlier if, within six months after a change in control of Goosehead Insurance, his employment is terminated without cause or he resigns for good reason. After this grant, he beneficially owns 15,000 stock options directly.

Goosehead Insurance (GSHD) disclosed insider purchases by Mark E. Jones, Jr., the company’s CFO & COO and a director, on 10/27/2025. He bought 866 and 7 shares of Class A common stock at $74.44 and $74.45, respectively. After these purchases, he directly owns 4,364 shares.