Welcome to our dedicated page for Goosehead Insurance 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.
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Goosehead Insurance reported that Mark E. Jones Jr., the company's CFO and COO and a director, was granted an employee stock option to purchase 20,000 shares of Class A common stock at an exercise price of $95.27. The option becomes exercisable on the grant date and expires ten years later, with vesting structured so one-third of the shares vest on each of the first three anniversaries of the grant date, subject to continued employment. The award includes a provision that accelerates vesting if the holder's employment is terminated without cause or for good reason within six months following a change in control.
Goosehead Insurance appointed Mark E. Jones, Jr. as Chief Operating Officer effective August 26, 2025. Mr. Jones will continue serving as the company’s Chief Financial Officer and joined Goosehead in 2016, rising from Controller to VP of Finance in 2020 and CFO in 2022. The company said he helped lead the 2018 IPO and oversees financial reporting, planning, treasury, investor relations, enterprise sales and partnerships. In connection with the COO role he will receive stock options for 20,000 shares of Class A common stock at a 10% premium to the closing market price on the grant date; his other compensation remains unchanged. Mr. Jones, Jr. is the son of the Executive Chairman and the Vice Chairman, both directors.
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.