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.
The SEC filings page for Goosehead Insurance, Inc. (NASDAQ: GSHD) provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. These filings include current reports on Form 8-K, which Goosehead uses to furnish earnings press releases and to disclose material events such as executive appointments and other significant corporate developments.
In its Form 8-K filings, Goosehead has reported quarterly financial results, including total revenues, Core Revenue, net income and Adjusted EBITDA, along with details on written premiums and policies in force. These reports often include reconciliations of non-GAAP measures such as Core Revenue, Adjusted EPS and Adjusted EBITDA to the most directly comparable GAAP metrics. They also describe the components of revenue, including commissions and agency fees, franchise revenues, contingent commissions, initial franchise fees and interest income.
Other 8-K filings document changes in senior leadership and key roles, such as the appointment of executive officers. These filings may outline the responsibilities of the executives, background information and any related compensation arrangements. Such disclosures help investors understand how Goosehead organizes its finance, operations and go-to-market functions.
Alongside current reports, investors can use this page to reach annual reports on Form 10-K and quarterly reports on Form 10-Q, which are referenced in the company’s press releases. Those periodic reports contain more detailed discussions of risk factors, business operations, revenue drivers and segment information for Goosehead’s insurance agency and franchise activities.
Stock Titan’s platform enhances these filings with AI-powered summaries that explain the key points of lengthy documents, highlight important changes from prior periods and clarify technical terms. Users can quickly see the implications of Goosehead’s 10-K, 10-Q and 8-K filings, as well as track items such as share repurchase authorizations and other capital markets disclosures without reading every line of the original SEC text.
Wasatch Advisors filed Amendment No. 8 to a Schedule 13G/A reporting beneficial ownership of 2,292,227 shares of Goosehead Insurance Inc. Class A, equal to 9.7% of the class.
The filing states Wasatch has sole voting power for 1,513,266 shares and sole dispositive power for 2,292,227 shares. The form lists the filer’s principal office in Salt Lake City and is signed by Mike Yeates on 04/23/2026.
Goosehead Insurance, Inc. reported strong growth for the quarter ended March 31, 2026. Total revenue rose 23% year over year to $93.1 million, driven by higher commissions, franchise revenues and stronger contingent commissions.
Net income increased to $8.0 million from $2.6 million, while net income attributable to Goosehead grew to $4.9 million, lifting basic EPS to $0.20 and diluted EPS to $0.19. Adjusted EBITDA climbed 57% to $24.4 million, expanding margin to 26% of revenue.
Total Written Premium reached $1.13 billion, up 13%, and Policies in Force grew 14% to about 1.97 million. The company continued to invest in technology and corporate producers, repurchased $50.3 million of Class A shares, and ended the quarter with $25.7 million in cash and access to its revolving credit facility.
Goosehead Insurance, Inc. reported strong growth for the quarter ended March 31, 2026. Total revenue rose 23% year over year to $93.1 million, driven by higher commissions, franchise revenues and stronger contingent commissions.
Net income increased to $8.0 million from $2.6 million, while net income attributable to Goosehead grew to $4.9 million, lifting basic EPS to $0.20 and diluted EPS to $0.19. Adjusted EBITDA climbed 57% to $24.4 million, expanding margin to 26% of revenue.
Total Written Premium reached $1.13 billion, up 13%, and Policies in Force grew 14% to about 1.97 million. The company continued to invest in technology and corporate producers, repurchased $50.3 million of Class A shares, and ended the quarter with $25.7 million in cash and access to its revolving credit facility.
Goosehead Insurance, Inc. reported that President & COO Mark E. Jones Jr. received a grant of employee stock options covering 50,000 shares of Class A common stock. The options have a conversion (exercise) price of $49.12 per share and expire on April 20, 2036.
One third of the options vest on each of the first, second and third anniversaries of the grant date, subject to continued employment. All 50,000 options will vest if, within six months after a change in control, his employment is terminated without cause or for good reason under the company’s incentive plan and award agreement.
Goosehead Insurance, Inc. reported that President & COO Mark E. Jones Jr. received a grant of employee stock options covering 50,000 shares of Class A common stock. The options have a conversion (exercise) price of $49.12 per share and expire on April 20, 2036.
One third of the options vest on each of the first, second and third anniversaries of the grant date, subject to continued employment. All 50,000 options will vest if, within six months after a change in control, his employment is terminated without cause or for good reason under the company’s incentive plan and award agreement.
Goosehead Insurance, Inc. Chief Financial Officer Martin John Arthur received a grant of employee stock options covering 40,000 shares of Class A common stock. The options have an exercise price of $49.12 per share and expire on April 20, 2036.
One third of the options vest on each of the first, second, and third anniversaries of the grant date, subject to continued employment. All options will vest if, within six months after a defined change in control, his employment is terminated without cause or for good reason.
Goosehead Insurance, Inc. Chief Financial Officer Martin John Arthur received a grant of employee stock options covering 40,000 shares of Class A common stock. The options have an exercise price of $49.12 per share and expire on April 20, 2036.
One third of the options vest on each of the first, second, and third anniversaries of the grant date, subject to continued employment. All options will vest if, within six months after a defined change in control, his employment is terminated without cause or for good reason.
Goosehead Insurance, Inc. filed an initial Form 3 for Martin John Arthur, who serves as Chief Financial Officer. This filing establishes his status as an insider for reporting purposes and notes that there are no reportable buy, sell, or other securities transactions in this statement.
Goosehead Insurance, Inc. filed an initial Form 3 for Martin John Arthur, who serves as Chief Financial Officer. This filing establishes his status as an insider for reporting purposes and notes that there are no reportable buy, sell, or other securities transactions in this statement.
Goosehead Insurance, Inc. reported strong first quarter 2026 results and announced key leadership changes. Total revenue rose 23% to $93.1 million, while net income increased to $8.0 million from $2.6 million a year earlier. Basic EPS was $0.20, up from $0.09, and Adjusted EPS grew to $0.37 per share.
Core Revenue reached $79.5 million, up 15%, and Adjusted EBITDA climbed 57% to $24.4 million, giving a 26% Adjusted EBITDA margin. Total written premiums rose 13% to $1.1 billion, with policies in force up 14% to about 1,973,000 and client retention at 85%.
The company repurchased and retired 985,000 shares for $49.8 million at an average price of $50.54, leaving $148.5 million under its authorization. For full-year 2026, Goosehead expects organic revenue growth of 10%–19% and written premium growth of 12%–20%. John Martin was appointed Chief Financial Officer effective April 20, 2026, and Mark Jones, Jr. was promoted to President and Chief Operating Officer as CEO Mark Miller ceased serving as President.
Goosehead Insurance, Inc. reported strong first quarter 2026 results and announced key leadership changes. Total revenue rose 23% to $93.1 million, while net income increased to $8.0 million from $2.6 million a year earlier. Basic EPS was $0.20, up from $0.09, and Adjusted EPS grew to $0.37 per share.
Core Revenue reached $79.5 million, up 15%, and Adjusted EBITDA climbed 57% to $24.4 million, giving a 26% Adjusted EBITDA margin. Total written premiums rose 13% to $1.1 billion, with policies in force up 14% to about 1,973,000 and client retention at 85%.
The company repurchased and retired 985,000 shares for $49.8 million at an average price of $50.54, leaving $148.5 million under its authorization. For full-year 2026, Goosehead expects organic revenue growth of 10%–19% and written premium growth of 12%–20%. John Martin was appointed Chief Financial Officer effective April 20, 2026, and Mark Jones, Jr. was promoted to President and Chief Operating Officer as CEO Mark Miller ceased serving as President.
Goosehead Insurance, Inc. reported updated details on the departure of its General Counsel, John O’Connor, through a new Separation Agreement dated April 3, 2026. The agreement formalizes the terms of his exit and ongoing relationship with the company.
Effective March 29, 2026, Mr. O’Connor transitions to providing consulting services to Goosehead through September 30, 2026 to help ensure a smooth handover of responsibilities. In return, he will receive consulting fees equal to six months of his base salary, continued vesting of his existing equity awards, and a stipend intended to offset six months of COBRA health coverage costs.
The company plans to file the full Separation Agreement as an exhibit to its Form 10-Q for the quarter ended June 30, 2026, which will provide the complete contractual details for investors and other stakeholders.
Goosehead Insurance, Inc. reported that its General Counsel, Martin Ellis Thornthwaite, received a grant of 30,000 employee stock options to buy Class A common stock at an exercise price of $46.68 per share. These options are compensation, not an open-market purchase or sale.
One third of the options vest on each of the first, second, and third anniversaries of the grant date, subject to continued employment, and they expire on April 3, 2036. All unvested options will fully vest if there is a qualifying change in control and his employment is terminated without cause or for good reason within six months.
Goosehead Insurance, Inc. filed an initial Form 3 for Thornthwaite Martin Ellis, who serves as General Counsel. The filing lists no transactions, no derivative positions, and no current holdings, functioning as a baseline disclosure of insider status without reporting any share activity.
Goosehead Insurance, Inc. announced leadership changes in its legal function. John O’Connor is leaving the company effective immediately, with his separation terms to be disclosed when finalized. The company appointed Martin Ellis Thornthwaite as General Counsel and Corporate Secretary effective March 30, 2026, bringing experience in complex litigation, regulatory and governmental investigations, employment matters, and corporate governance from prior roles at RealPage, Inc., Clark Hill PLC, and Strasburger & Price LLP.