Goosehead Insurance Inc

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Goosehead Insurance Inc
TickerGSHD
CIK #0001726978
CUSIP38267D109
SectorFinance - Insurance Agents, Brokers & Service
Address1500 Solana Blvd Building 4, Suite 4500, Westlake, TX 76262
Source [EDGAR]
CIK Filing 2011 - 2026
[0001726978] 10-K
[0001726978] 10-Q
[0001726978] 3
[0001726978] 4
[0001726978] 5
[0001726978] 8-K
[0001726978] SC 13D
[0001726978] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Goosehead Insurance Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC Goosehead Insurance Inc [2026-04-29] 0.0
Durable Capital Partners LP Goosehead Insurance Inc [2025-08-20] 0.0
T Rowe Price Investment Management Inc Goosehead Insurance Inc [2025-08-14] 0.0
T Rowe Price Investment Management Inc Goosehead Insurance Inc [2024-11-14] 6.9
DF Dent & Co Inc Goosehead Insurance Inc [2024-03-21] 0.0
DF Dent & Co Inc Goosehead Insurance Inc [2023-06-15] 0.0
Capital World Investors Goosehead Insurance Inc [2023-02-13] 8.0
DF Dent & Co Inc Goosehead Insurance Inc [2022-12-30] 0.0
Durable Capital Partners LP Goosehead Insurance Inc [2022-02-11] 5.3
Wasatch Advisors Inc Goosehead Insurance Inc [2022-02-11] 5.8
Capital International Investors Goosehead Insurance Inc [2022-02-11] 8.9
Vanguard Group Inc Goosehead Insurance Inc [2021-02-10] 7.94
FMR LLC Goosehead Insurance Inc [2021-02-08] 0.0
BlackRock Inc Goosehead Insurance Inc [2021-02-02] 5.7
Loomis Sayles & Co L P Goosehead Insurance Inc [2020-02-14] 6.16
Lord Abbett & Co LLC Goosehead Insurance Inc [2020-02-14] 5.47
Blair William & Co/IL Goosehead Insurance Inc [2020-02-13] 5.0
BlackRock Inc Goosehead Insurance Inc [2020-02-07] 5.1
Kayne Anderson Rudnick Investment Management LLC Goosehead Insurance Inc [2019-12-05] 11.41
Wasatch Advisors Inc Goosehead Insurance Inc [2019-02-14] 9.6
Jones Mark Evan Goosehead Insurance Inc [2019-02-14] 67.11
Price T Rowe Associates Inc /MD/ Goosehead Insurance Inc [2018-05-10] 18.5
Jones Mark Evan Goosehead Insurance Inc [2018-05-10] 69.05
Colby Michael C Goosehead Insurance Inc [2018-05-10] 14.04
Gilder Gagnon Howe & Co LLC Goosehead Insurance Inc [2018-05-04] 17.14
Form 3/4/5 Filer 2011 - 2026
Goosehead Insurance Inc
Langston Patrick Ryan
Martin John Arthur
Jones Robyn Mary Elizabeth
Jones Mark Evan
Mark & Robyn Jones Descendants Trust 2014
Thornthwaite Martin Ellis
Miller Mark
Jones Mark E Jr
Wade William Francis Jr
Cruzado Waded
Reid James
Lane Peter R
Goldberg Louis
O'Connor John Terry
McConnon Thomas
Langston Lindy
Kebodeaux Adrienne
Pattillo Brian
Coleman Desiree
Ryan Langston 2021 Family Trust
Lindy Langston Spousal Lifetime Access Trust
Chick & The Bear Irrevocable Trust
SLJ Dynasty Trust
Jones Serena
Lanni Romney Spousal Lifetime Access Trust
Romney Lanni
Mark Evan Jones Jr Family Trust 2014
Adrienne Morgan Jones Family Trust 2014
Desiree Robyn Coleman Family Trust 2014
Lanni Elaine Romney Family Trust 2014
Lindy Jean Langston Family Trust 2014
Camille Lavaun Peterson Family Trust 2014
Peterson Camille
SLJ 2023 Grantor Retained Annuity Trust
Colby Michael C
Nathan Romney 2021 Family Trust
Colby Mark S
Moxley Michael Patrick
Burks Drew
Colby 2014 Family Trust
Burbank-Ach Amber
Delavan Gary
CP Descendants' Trust
Romney Nathan Scott
Jones 2020 Irrevocable Trust
Olsen Ted
Preston Michael Colby 2014 Trust
Lyla Kate Colby 2014 Trust
Colby Matthew
Jordan Julia
Bailey Megan
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Goldberg Louis
Class A Common Stock
2026-02-20 Buy 5,575 $44.85 250,039
Jones Mark E Jr
Employee Stock Options (right to buy) · derivative
2026-01-02 Grant 90,000 $0.00
Miller Mark
Employee Stock Options (right to buy) · derivative
2026-01-02 Grant 110,000 $0.00
Jones Mark Evan
Employee Stock Options (right to buy) · derivative
2026-01-02 Grant 100,000 $0.00
O'Connor John Terry
Employee Stock Options (right to buy) · derivative
2026-01-02 Grant 15,000 $0.00
McConnon Thomas
Class A Common Stock
2025-12-01 Sell 67,986 $73.60 5,003,770
McConnon Thomas
Class A Common Stock
2025-12-01 Sell 1,700 $74.56 126,752
Miller Mark
Class A Common Stock
2025-11-28 Buy 5,000 $72.34 361,700
O'Connor John Terry
Class A Common Stock
2025-11-26 Buy 2,100 $71.81 150,801
Jones Mark E Jr
Class A Common Stock
2025-10-27 Buy 866 $74.44 64,465
Jones Mark E Jr
Class A Common Stock
2025-10-27 Buy 7 $74.45 521
Employee Stock Options (right to buy) · derivative
2025-08-26 Grant 20,000 $0.00
Class B Common Stock
2025-08-22 Gift 9,787 $0.00
LLC Units in Goosehead Financial, LLC · derivative
2025-08-22 Gift 9,787 $0.00
LLC Units in Goosehead Financial, LLC · derivative
2025-08-22 Gift 9,787 $0.00
Class B Common Stock
2025-08-22 Gift 9,787 $0.00
LLC Units in Goosehead Financial, LLC · derivative
2025-08-22 Gift 9,788 $0.00
Class B Common Stock
2025-08-22 Gift 9,788 $0.00
Class B Common Stock
2025-08-22 Gift 9,788 $0.00
LLC Units in Goosehead Financial, LLC · derivative
2025-08-22 Gift 9,788 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 219 25,688,482
2025-12-31 265 25,210,670
2025-09-30 264 25,648,339
2025-06-30 277 26,135,659
2025-03-31 289 24,937,394
2024-12-31 271 25,022,140
2024-09-30 234 24,894,579
2024-06-30 214 25,781,584
2024-03-31 235 25,623,248
2023-12-31 253 24,918,501
2023-09-30 233 25,707,952
2023-06-30 184 23,750,922
Form 13F Holdings
Firm Period DFND Voting Shares
Wasatch Advisors LP [2026-06-30] SOLE 1,332,999 1,892,453
Riverbridge Partners LLC [2026-06-30] SOLE 100,694 115,819
PFS Partners LLC [2026-06-30] SOLE 0 24,536
Curated Wealth Partners LLC [2026-06-30] OTR 0 16,090
Louisiana State Employees Retirement System [2026-06-30] SOLE 11,000 11,000
Alaska Retirement Management Board [2026-06-30] SOLE 8,983 8,983
Handelsbanken Fonder AB [2026-06-30] SOLE 0 6,500
Yousif Capital Management LLC [2026-06-30] SOLE 1,502 6,343
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 5,613 5,613
Gamma Investing LLC [2026-06-30] DFND 872 872
Versant Capital Management Inc [2026-06-30] SOLE 772 772
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 514 514
Wolff Wiese Magana LLC [2026-06-30] SOLE 461 461
Financial Management Professionals Inc [2026-06-30] SOLE 0 381
Allied Private Wealth LLC [2026-06-30] SOLE 318 318
Farther Finance Advisors LLC [2026-06-30] SOLE 0 302
1620 Investment Advisors Inc [2026-06-30] SOLE 219 219
IFP Advisors LLC [2026-06-30] SOLE 70 70
West Paces Advisors Inc [2026-06-30] SOLE 50 50
Farmers & Merchants Investments Inc [2026-06-30] SOLE 14 14
Abound Wealth Management [2026-06-30] SOLE 0 2
Davis Capital Management [2026-06-30] SOLE 1 1
GHP Investment Advisors Inc [2026-06-30] SOLE 1 1
Hughes Financial Services LLC [2026-06-30] SOLE 1 1
Capital Advisors Ltd LLC [2026-06-30] SOLE 0 0
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