Goosehead Insurance, Inc.
GSHDFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Goosehead Insurance, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 1, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| 1620 INVESTMENT ADVISORS, INC. | 2026-03-31 | 271 | $11.6K | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 3 | $128 | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 7,793 | $332K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2026-03-31 | 2,526 | Not shown | SEC filing |
| Freestone Grove Partners LP | 2026-03-31 | 20,599 | $879K | SEC filing |
| Wilmington Savings Fund Society, FSB | 2026-03-31 | 825 | $35.2K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 11,176 | $477K | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 216,799 | $9.25M | SEC filing |
| Covestor Ltd | 2026-03-31 | 898 | Not shown | SEC filing |
| ENVESTNET ASSET MANAGEMENT INC | 2026-03-31 | 83,240 | $3.55M | SEC filing |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 2026-03-31 | 134 | $5.72K | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 20 | $853 | SEC filing |
| Ewing Morris & Co. Investment Partners Ltd. | 2026-03-31 | 101,683 | $4.34M | SEC filing |
| D. E. Shaw & Co., Inc. | 2026-03-31 | 49,396 | $2.11M | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 3,686,721 | $157M | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 179,474 | $7.66M | SEC filing |
| Public Sector Pension Investment Board | 2026-03-31 | 89,104 | $3.8M | SEC filing |
| Western Wealth Management, LLC | 2026-03-31 | 200 | $8.53K | SEC filing |
| GW&K Investment Management, LLC | 2026-03-31 | 201 | Not shown | SEC filing |
| Verdence Capital Advisors LLC | 2026-03-31 | 13,799 | $589K | SEC filing |
- Each value is checked against Goosehead Insurance, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Goosehead Insurance, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Goosehead Insurance, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-26 · Jones Mark Evan: Larger than 76 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2026-05-22 · Jones Mark Evan: Larger than 79 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2026-02-20 · Goldberg Louis: Larger than all 11 other insider purchases of Class A Common Stock on file. SEC filing
- 2025-12-01 · McConnon Thomas: Larger than 78 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2025-08-11 · Jones Mark Evan: Larger than 75 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2025-07-31 · Jones Mark Evan: Larger than 73 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2025-05-13 · Jones Mark Evan: Larger than 80 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2025-02-28 · McConnon Thomas: Larger than all 81 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-07 · Miller Mark: Larger than 77 of the 81 other insider sales of Class A Common Stock on file. SEC filing
- 2024-10-24 · KEBODEAUX ADRIENNE: Larger than 74 of the 81 other insider sales of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-05-28–2026-05-29: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2026-05-14–2026-05-18: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-11-26–2025-11-28: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | Langston Patrick Ryan · 10% owner, other | Class A Common Stock | P — Open market or private purchase | +2,800 | 35.56 | SEC filing |
| 2026-05-28 | Martin John Arthur · Chief Financial Officer | Class A Common Stock | P — Open market or private purchase | +5,000 | 34.73 | SEC filing |
| 2026-05-27 | Jones Mark Evan · Executive Chairman | Class A Common Stock | S — Open market or private sale | −3,122 | 41.28 | SEC filing |
| 2026-05-27 | Jones Mark Evan · Executive Chairman | Class A Common Stock | S — Open market or private sale | −6,466 | 40.51 | SEC filing |
| 2026-05-26 | Jones Mark Evan · Executive Chairman | Class A Common Stock | S — Open market or private sale | −45,588 | 40.07 | SEC filing |
| 2026-05-22 | Jones Mark Evan · Executive Chairman | Class A Common Stock | S — Open market or private sale | −3,350 | 42.43 | SEC filing |
| 2026-05-22 | Jones Mark Evan · Executive Chairman | Class A Common Stock | S — Open market or private sale | −79,339 | 41.74 | SEC filing |
| 2026-05-21 | Jones Mark Evan · Executive Chairman | Class A Common Stock | S — Open market or private sale | −20,730 | 42.21 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-27 | Jones Mark Evan · Executive Chairman | Class B Common Stock | C — Conversion of derivative security | −9,588 | SEC filing |
| 2026-05-27 | Jones Mark Evan · Executive Chairman | LLC Units in Goosehead Financial, LLC | C — Conversion of derivative security | −9,588 | SEC filing |
| 2026-05-27 | Jones Mark Evan · Executive Chairman | Class A Common Stock | C — Conversion of derivative security | +9,588 | SEC filing |
| 2026-05-26 | Jones Mark Evan · Executive Chairman | Class A Common Stock | C — Conversion of derivative security | +45,588 | SEC filing |
| 2026-05-26 | Jones Mark Evan · Executive Chairman | LLC Units in Goosehead Financial, LLC | C — Conversion of derivative security | −45,588 | SEC filing |
| 2026-05-26 | Jones Mark Evan · Executive Chairman | Class B Common Stock | C — Conversion of derivative security | −45,588 | SEC filing |
| 2026-05-22 | Jones Mark Evan · Executive Chairman | Class A Common Stock | C — Conversion of derivative security | +82,689 | SEC filing |
| 2026-05-22 | Jones Mark Evan · Executive Chairman | LLC Units in Goosehead Financial, LLC | C — Conversion of derivative security | −82,689 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-05-08 | Cruzado Waded · Director | Director Stock Options (right to buy) | D — Disposition to the issuer | −6,667 | SEC filing |
| 2025-05-08 | McConnon Thomas · Director | Director Stock Options (right to buy) | D — Disposition to the issuer | −6,667 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.