{"filings":[{"id":1802596,"accession_number":"0001726978-26-000056","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2026-07-22T20:10:36+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Goosehead Q2 revenue +21% to $113.4M, net income $17M; CEO Miller to retire","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $113.4M (+21% YoY); net income $17.0M vs $8.3M; EPS $0.42.","Core Revenue $95.6M (+10%); Adjusted EBITDA $37.9M (+30%); margin 33%.","Total written premiums $1.34B (+14%); policies in force 2.1M (+15%); retention 86%.","Raised FY2026 guidance: total revenue growth 12-19%, written premiums growth 12-20%.","CEO Mark Miller to retire Dec 31, 2026; President/COO Mark Jones Jr. to succeed as CEO Jan 1, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1618604,"accession_number":"0001726978-26-000051","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2026-07-13T23:56:13+00:00","items":["1.01","9.01"],"status":"ready","headline":"Goosehead enters stockholder agreement granting Pre-IPO Holders approval rights over major corporate actions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Settlement of Dollens stockholder lawsuit approved by Delaware Court on June 30, 2026; A&R Stockholders Agreement executed July 8, 2026.","Pre-IPO Holders (Jones family) get approval rights over mergers, large asset deals, equity issuances >$50M, charter/bylaw amendments, new business lines, board size, and executive compensation.","Pre-IPO Holders may designate nominees for majority of board and chair as long as they hold ≥10% of outstanding common stock.","Board can override approval rights if fiduciary duties require, with notice and hearing.","Agreement terminates when Pre-IPO Holders' collective ownership falls below 10%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95035,"accession_number":"0001726978-26-000046","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Goosehead Insurance shareholders elect directors and approve auditor and executive compensation at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Robyn Jones and William Wade Jr. elected with ~77% support; ~23% withheld on each.","Ratification of Deloitte & Touche as independent auditor for FY 2026 approved (99.8% for).","Advisory vote on executive compensation approved with ~92.8% of votes cast in favor.","Broker non-votes of 827,040 shares on director election and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95034,"accession_number":"0001726978-26-000039","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Goosehead Q1 revenue up 23% to $93.1M, net income $8.0M; appoints new CFO, promotes Jones to President/COO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 total revenue $93.1M (+23% YoY); core revenue $79.5M (+15%); net income $8.0M vs $2.6M YoY.","Adjusted EBITDA $24.4M (+57% YoY), margin 26%; Adjusted EPS $0.37.","Repurchased $49.8M shares at avg $50.54; $148.5M remaining under authorization.","FY2026 guidance: total revenue growth 10-19%, written premium growth 12-20%.","John Martin new CFO ($400K base, 50% bonus, 40K options); Mark Jones Jr. promoted to President/COO ($475K, 80% bonus, 50K options)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95033,"accession_number":"0001726978-26-000034","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K/A","filed_at":"2026-04-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Goosehead Insurance General Counsel John O'Connor departs; separation agreement signed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John O'Connor left as General Counsel effective March 29, 2026.","Separation Agreement dated April 3, 2026 provides consulting services through September 30, 2026.","O'Connor will receive six months base salary as consultancy fees, continued equity vesting, and COBRA stipend.","Conditions include compliance with covenants; agreement to be filed with Q2 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107811,"accession_number":"0001726978-26-000030","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Goosehead Insurance appoints Martin Thornthwaite as General Counsel; John O'Connor departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John O'Connor leaves as officer effective March 30, 2026; separation terms not yet finalized.","Martin Thornthwaite appointed General Counsel and Corporate Secretary, effective March 30, 2026.","Thornthwaite previously SVP and Associate General Counsel at RealPage, Inc.","He oversaw complex litigation, regulatory investigations, and corporate governance at RealPage."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107810,"accession_number":"0001726978-26-000006","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Goosehead Q4 revenue up 12% to $105.3M; net income $20.8M; board change","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenues $105.3M (+12% YoY); net income $20.8M vs $23.8M prior year.","Adjusted EBITDA $39.2M (+5% YoY); Core Revenue $78.2M (+15% YoY).","Full year 2025 net income $44.5M (down from $49.1M); repurchased $81.7M shares at avg $80.60.","Louis Goldberg elected to Board; Thomas McConnon rolls off. Share repurchase auth increased by $180M through May 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":365304000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124210,"accession_number":"0001726978-25-000139","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q3 2025: Revenue $90.4M (+16%), Net Income $12.7M, EPS $0.31 flat, Adj. EBITDA $29.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total written premiums rose 15% YoY to $1.2B; policies in force up 13% to ~1,853,000.","Core revenue (non-GAAP) grew 14% to $83.9M; adjusted EBITDA $29.7M vs $26.1M a year ago.","Repurchased 685K shares for $58.7M at avg $85.58; $40.8M remaining under authorization.","FY 2025 guidance: total written premiums $4.38B-$4.65B, total revenue $350M-$385M.","Signed an embedded franchise partnership with a top-20 US mortgage lender."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":260046000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140876,"accession_number":"0001726978-25-000131","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Goosehead appoints Mark Jones Jr. as COO while retaining CFO role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Jones Jr., 33, appointed COO effective Aug 26, 2025, in addition to his current CFO role.","He will oversee finance, operations, and go-to-market revenue functions.","Received stock options for 20,000 shares at 10% premium over closing price; no other compensation change.","Jones has been with Goosehead since 2016; instrumental in 2018 IPO; previously Controller and VP Finance.","He is son of Executive Chairman Mark Jones and Vice Chairman Robyn Jones."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140875,"accession_number":"0001726978-25-000102","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q2 revenue up 20% to $94M, net income down to $8.3M; adjusted EBITDA up 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $94.0M (+20% YoY); core revenue $86.8M (+18% YoY).","Net income $8.3M ($0.20 EPS) vs $10.9M ($0.25 EPS) prior year; adjusted EPS $0.49 (+14%).","Adjusted EBITDA $29.2M (+18% from $24.7M); margin 31% (decreased vs prior period).","Total written premiums $1.2B (+18% YoY); policies in force 1.793M (+13%).","FY2025 guidance: written premiums $4.38B-$4.65B (15-22% growth); revenue $350M-$385M (11-22% growth)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":169611000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158625,"accession_number":"0001726978-25-000060","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Goosehead shareholders elect directors, ratify auditor, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Mark K. Miller re-elected with 32,446,496 votes for, 460,501 withheld.","James Reid re-elected with 28,440,536 for, 4,466,461 withheld.","Deloitte & Touche ratified as auditor for FY 2025: 33,976,294 for, 83,486 against.","Advisory vote on executive compensation approved: 32,081,307 for, 821,612 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158624,"accession_number":"0001726978-25-000054","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q1 revenue $75.6M (+17% YoY), net income $2.6M, new $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $75.6M (+17% YoY); net income $2.6M vs $1.8M; EPS $0.09 vs $0.07.","Adjusted EBITDA $15.5M (+32% YoY); margin expanded 300bps to 21%.","Total written premiums placed $1.0B (+22% YoY); policies in force 1.73M (+13%).","Board authorized new $100M share repurchase through May 1, 2026.","Full-year 2025 guidance reaffirmed: revenue $350M-$385M, written premiums $4.65B-$4.88B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":75583000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158623,"accession_number":"0001726978-25-000050","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Goosehead Insurance appoints Bill Wade to Board; AI and digital transformation expertise cited","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bill Wade appointed to the Board effective April 16, 2025; determined independent under Nasdaq rules.","Wade brings over 25 years at Bain & Company as senior partner; expertise in AI and digital transformation.","CEO Mark Miller calls appointment 'pivotal' for tech-driven growth and client experience.","Executive Chairman Mark Jones says Wade will help extend tech lead in personal lines insurance.","Wade holds MBA from Harvard Business School (Baker Scholar) and degrees from Brigham Young University."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177023,"accession_number":"0001726978-25-000012","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q4 revenue +49% to $93.9M; net income $23.8M vs $5.4M; special dividend $5.91/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2024 total revenue $314.5M (+20% YoY); net income $49.1M (up 107%) from $23.7M.","Q4 adjusted EBITDA $37.4M (+164% YoY); adjusted EBITDA margin 40% (up 17pp).","Total written premiums in 2024 grew 29% to $3.8B; policies in force up 13% to ~1.67M.","Guides 2025 total written premiums $4.65B-$4.88B (22-28% growth); total revenue $350M-$385M.","Declared special cash dividend of $5.91/share paid Jan 31, 2025; new $300M term loan entered."],"consensus_eps_estimate":null,"consensus_eps_actual":1.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":314505000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177022,"accession_number":"0001726978-25-000008","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["1.01","8.01","2.03","9.01"],"status":"ready","headline":"Goosehead Insurance declares $5.91 special dividend, closes $300M term loan","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["One-time special cash dividend of $5.91 per share payable Jan 31, 2025 to holders of record Jan 21, 2025.","$1.22 per share funded from excess tax distributions; $4.69 from distribution by Goosehead Financial, LLC.","Subsidiary closed $300M term loan B (SOFR+3.50%) and $75M revolver, maturing 2032/2030.","Proceeds used to retire existing $93M term loan and fund the special dividend.","Goosehead Financial, LLC declared $175M special distribution to LLC unit holders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193801,"accession_number":"0001726978-24-000097","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q3 2024: Revenue up 10% to $78M, Net Income $12.6M, Premiums $1.03B (28% YoY), Guidance Raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $78.0M (+10% YoY); Core revenue $73.5M (+16% YoY).","Net income $12.6M ($0.31 EPS) vs $11.3M prior; Adj. EBITDA $26.1M (34% margin) vs $22.4M.","Total written premiums $1.03B (+28% YoY); Policies in force 1.636M (+12%); Client retention 84%.","FY2024 guidance raised: premiums $3.70B–$3.82B, revenues $295M–$310M, Adj. EBITDA margin to expand.","Corporate agent headcount +45% YoY to 458; franchise producers +4% to 2,093."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":220583000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210141,"accession_number":"0001726978-24-000067","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q2 revenue up 13% to $78.1M, net income $10.9M, premiums +30%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Core revenue grew 20% to $73.4M; total written premiums reached $998.9M (+30% YoY).","Net income $10.9M ($0.25 EPS); adjusted EPS $0.43; adjusted EBITDA $24.7M (+7% YoY).","Repurchased 1.045M shares at avg $60.46 for $63M; $36.8M remaining under authorization.","FY2024 guidance reiterated: total written premiums $3.62B-$3.82B, revenues $290M-$310M.","Policies in force rose 11% to ~1.588M; client retention 84%; franchise productivity +54%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":142548000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228376,"accession_number":"0001726978-24-000051","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Goosehead annual meeting results: directors elected, auditor ratified, say-on-pay passed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three directors elected: Mark E. Jones (32.8M for, 1.5M withheld), Waded Cruzado (27.7M for, 6.7M withheld), Peter Lane (24.3M for, 10.0M withheld).","Ratification of Deloitte & Touche as independent auditor for FY2024 approved: 35.0M for, 10K against, 2.2K abstain.","Advisory vote on executive compensation passed: 21.0M for, 12.8M against, 524.8K abstain, 694.5K broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228375,"accession_number":"0001726978-24-000044","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q1 revenue +11% to $64.5M, net income $1.8M; $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 total revenue $64.5M (+11% YoY), core revenue $58.8M (+13%), net income $1.8M vs net loss $0.2M a year ago.","Total written premiums $819M (+28% YoY), policies in force 1.53M (+13%).","Adjusted EBITDA $11.7M (18% margin flat YoY); adjusted EPS $0.28 (+59% from $0.175).","Board authorized $100M share repurchase through March 2025; credit facility upsized by $50M (term loan +$25M, revolver +$25M to $75M).","FY2024 outlook: total written premiums $3.62B-$3.82B (22-29% growth), revenue $290M-$310M (11-19% growth)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":64460000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247090,"accession_number":"0001726978-24-000016","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Goosehead CEO Mark Jones to become Executive Chairman; Mark Miller named CEO effective July 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Jones steps down as CEO and becomes Executive Chairman effective July 1, 2024; annual base salary reduced to $750,000.","Mark Miller, current President and COO, succeeds Jones as CEO; base salary increased from $650,000 to $750,000.","Miller's annual bonus opportunity raised to $750,000; receives 50,000 incremental stock options at 10% premium, three-year vesting.","Jones remains on Board and is largest shareholder; Miller continues as director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247089,"accession_number":"0001726978-24-000014","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead FY2023: net income $23.7M (vs $2.6M), Adj. EBITDA +90%; guides 2024 premiums $3.7-3.85B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023: Revenue $63.0M (+10% YoY), net income $5.4M, adjusted EPS $0.28.","FY2023: Total revenue $261.3M (+25%), core revenue $233.0M (+24%), net income $23.7M.","Adjusted EBITDA for FY2023 grew 90% to $69.8M; margin expanded 900 bps to 27%.","2024 guidance: Total written premiums $3.70-3.85B (25-30% organic), revenue $310-320M, margin expansion.","Policies in force ~1.486M (+16% YoY); client retention 86%; Q4 total written premiums +29% to $756.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":261276000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264523,"accession_number":"0000950103-23-016011","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-11-03T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Goosehead Insurance amends bylaws to update advance notice provisions including universal proxy rule","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["On Oct 25 and Nov 3, 2023, Board amended and restated bylaws to update advance notice procedures for director nominations and stockholder proposals.","Amendments incorporate Rule 14a-19 (universal proxy) requirements and include technical, clarifying changes.","Amended bylaws filed as Exhibit 3.2 to the 8-K; no financial impact disclosed.","Changes are procedural and affect shareholder meeting mechanics, not financial results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264522,"accession_number":"0001726978-23-000134","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Goosehead settles shareholder class action; amends Stockholders Agreement to add fiduciary duty override","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement adds provision allowing Board to bypass Class B veto if reasonably necessary to comply with fiduciary duties under Delaware law.","Amended agreement narrows list of actions requiring Class B approval; Board must provide notice and hearing before overriding.","Class B director nomination right clarified as non-exclusive; Board may decline to endorse nominees if inconsistent with fiduciary duties.","Challenge to 75% director removal vote dropped; company maintains provision is valid under Delaware law.","No monetary payment to class members; final approval hearing scheduled for February 16, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264521,"accession_number":"0001726978-23-000131","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q3 revenue up 23% to $71M; net income surges to $11.3M from $3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $71.0M (+23% YoY); core revenue $63.1M (+22%) driven by higher premiums and retention.","Net income $11.3M ($0.29 EPS) vs $3.0M a year ago; adjusted EPS $0.46 (+92%).","Adjusted EBITDA $22.4M (+104%) with margin expanding 13 pts to 32%.","Total written premiums placed rose 30% to $802.9M; policies in force up 18% to ~1.456M.","Full-year 2023 outlook reaffirmed: revenue $260-267M; written premiums $2.87-2.99B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":198262000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281758,"accession_number":"0001726978-23-000089","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q2 revenue up 31% to $69.3M, net income triples to $7.2M; raises FY 2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $69.3M (+31% YoY); core revenue $61.0M (+27%); net income $7.2M vs $2.4M.","Adjusted EBITDA $23.1M (+85% YoY), margin 33% (+900 bps); adjusted EPS $0.41 (+161%).","Total written premiums $767M (+36%), policies in force +21% to ~1.427M; client retention 88%.","Corporate sales headcount down 44% to 280; franchise producers up 3% to 2,069.","Raising FY 2023 revenue outlook to $260M-$267M (24-28% growth); written premiums $2.87B-$2.99B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":127232000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300721,"accession_number":"0001726978-23-000047","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Goosehead Insurance announces 2023 annual meeting voting results","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Robyn Jones and Thomas McConnon elected to Board with ~31.1M and ~32.1M votes for, respectively.","Ratification of Deloitte & Touche as auditor for fiscal 2023 approved with ~33.2M votes for.","Advisory vote on executive compensation approved with ~21.8M for, ~10.7M against, and 668,954 broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300720,"accession_number":"0001726978-23-000037","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Goosehead Q1 revenue up 40% to $58M, net loss narrows to $0.2M, raises 2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $58.0M (+40% YoY); core revenue $52.0M (+42%); net loss $0.2M vs $5.4M loss a year ago.","Adjusted EBITDA $10.2M vs $1.3M; adjusted EPS $0.17 vs $0.04; total written premiums $638M (+41%).","Raises 2023 outlook: total written premiums $2.86B-$2.99B (29-35% growth); revenue $260M-$267M (24-28% growth).","Chief Legal Officer Ryan Langston steps down effective June 2; John O'Connor assumes General Counsel and Corporate Secretary roles."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":57955000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320669,"accession_number":"0001726978-23-000015","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q4 revenue up 43% to $57.4M; adjusted EBITDA up 123%; guides 2023 revenue $258-267M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $57.4M (+43% YoY); core revenue $51.8M (+49% YoY).","Q4 net income $2.6M (+193%); adjusted EBITDA $11.9M (+123%); adjusted EPS $0.11 (+89%).","Total written premiums placed Q4 $585M (+44% YoY); policies in force 1.284M (+27%).","Full-year 2023 guidance: total written premiums $2.83-2.96B (28-34% growth); revenue $258-267M (23-28% growth).","Corporate sales headcount down 37% to 320; operating franchises up 18% to 1,413."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":209390000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338795,"accession_number":"0001726978-22-000119","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q3 revenue up 38% to $57.7M, net income down 43% to $3.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Core revenue (non-GAAP) grew 39% to $51.9M; total written premiums +42% to $616M.","Adjusted EBITDA rose 67% to $11.0M; margin expanded 320 bps to 19%.","Net income fell to $3.0M ($0.09 GAAP EPS) vs $5.3M a year ago; adjusted EPS $0.24.","Operating franchises increased 23% to 1,403; corporate sales headcount fell 18% to 411.","FY2022 guidance: total written premiums $2.176-2.215B; total revenue $194-205M; contingent commissions $7-10M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":151987000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356156,"accession_number":"0001726978-22-000115","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-09-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Goosehead Insurance CFO Mark Colby departs; succeeded by Mark E. Jones Jr.; consulting deal signed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Colby departed as CFO on Sept 12, 2022, succeeded by Mark E. Jones Jr.","Separation and Engagement Agreement signed Sept 15, 2022 for consulting services.","Consulting fee equal to Colby's salary through March 15, 2023.","Vested stock option exercise period extended to Dec 31, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356155,"accession_number":"0001726978-22-000112","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-09-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Goosehead reiterates FY2022 outlook: premiums $2.15B-$2.22B, revenues $194M-$205M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total written premiums expected $2.152B-$2.215B, organic growth 38-42%.","Total revenues expected $194M-$205M, organic growth 28-35%.","Contingent commissions lower at $8-10M for FY2022 due to carrier underwriting struggles.","Adjusted EBITDA margin expected to expand in FY2022 after prior investments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356154,"accession_number":"0001726978-22-000109","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Goosehead Insurance appoints Mark E. Jones Jr. as CFO, succeeding Mark Colby","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Jones Jr., 30, promoted from VP of Finance to CFO effective Sept. 12, 2022.","Jones was instrumental in Goosehead's 2018 IPO and oversaw SEC reporting and FP&A.","Outgoing CFO Mark Colby served 10 years; may remain as consultant during transition.","Jones is son of CEO/Chairman Mark E. Jones and Vice Chairman Robyn Jones; compensation includes $265K base, $125K 2022 bonus, 65K stock options.","No other changes to executive team or financial guidance were announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356153,"accession_number":"0001726978-22-000083","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q2 revenue up 39% to $53.0M; adjusted EBITDA +85% to $12.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total written premiums $566M (+42% YoY); policies in force ~1.18M (+35%).","GAAP net income $2.4M (-24%); adjusted EPS $0.16 (+20%); equity compensation drove GAAP decline.","Core revenue $48.1M (+39%); growth driven by agent count, productivity, and 89% client retention.","FY2022 guidance: total written premiums $2.152B–$2.215B; total revenue $194M–$205M.","Adjusted EBITDA margin expanded 6 points to 24%; expects gradual operating leverage post-2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":94300000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374515,"accession_number":"0001726978-22-000066","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Goosehead appoints Mark Miller as President & COO; Michael Colby departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark K. Miller appointed President and COO effective May 10, 2022; remains on Board.","Michael Colby and company mutually agreed to depart effective May 5, 2022; separation extends option exercise to Dec 31, 2022.","Miller receives $500k base salary, $500k guaranteed bonus (prorated), options for 180,000 shares.","Megan Bailey named Chief Sales Officer; Michael Moxley Chief Service Officer; Ryan Langston Chief Legal Officer.","Gary Delavan to lead new Corporate Partnerships line; Brian Pattillo VP Strategy; Ted Olsen VP Human Capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374514,"accession_number":"0001726978-22-000064","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Goosehead shareholders elect directors and approve auditor and say-on-pay at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Mark Miller and James Reid re-elected as directors with over 31.5M votes each, no broker non-votes.","Ratification of Deloitte & Touche as auditor for FY 2022 approved: 32.8M for, 2.4K against, 3.1K abstain.","Advisory vote on executive compensation passed: 31.7M for, 530K against, 4.6K abstain, 593K broker non-votes.","All three proposals passed with overwhelming shareholder support at the May 2, 2022 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374513,"accession_number":"0001726978-22-000055","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q1 2022 revenue up 32% to $41.3M; net loss of $5.4M, reaffirms guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $41.3M (+32% YoY); core revenue $36.5M (+37% YoY).","Net loss $5.4M (GAAP EPS -$0.11); adjusted EPS $0.04.","Total written premiums $450.9M (+41% YoY); policies in force ~1.097M (+39%).","FY 2022 guidance reaffirmed: written premiums $2.086-2.215B; revenues $197-212M.","Adjusted EBITDA $1.3M; corporate sales headcount +35% to 490; franchises +41% to 2,298."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":41278000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374512,"accession_number":"0001726978-22-000051","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-04-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Goosehead Insurance COO Michael Colby takes health-related leave; CEO reassumes duties","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Michael Colby taking leave of absence effective March 31, 2022 for health reasons.","Chairman and CEO Mark Jones will assume Colby's duties; no compensation change for Jones.","Company expects no negative impact on 2022 operations from the leave."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393014,"accession_number":"0001726978-22-000024","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q4 revenue up 16% to $40.2M; full year revenue $151.3M (+29%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Core revenue (excl. contingents) up 35% Q4 and 40% FY to $133.4M.","Total written premiums grew 43% Q4 and 45% FY to $1.56B.","Net income $0.9M Q4, $8.3M FY; adjusted EPS $0.06 Q4, $0.48 FY.","Policies in force ~1,011,000 (+42% YoY); franchises up 47% to 2,151.","FY 2022 guides written premiums $2.086-$2.215B and revenues $197-$212M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":151312000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393013,"accession_number":"0001726978-22-000013","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Goosehead appoints two new independent directors to board; committee changes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Appointed Waded Cruzado (Montana State University President) and Thomas McConnon (Wildcat Capital) as independent directors.","McConnon joined Audit Committee; James Reid appointed to Compensation Committee.","Chairman/CEO Mark Jones stepped down from Compensation Committee, remains on board.","Each new director receives stock options for 12,667 shares vesting over 2 years.","No material transactions or arrangements with new directors under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393012,"accession_number":"0001726978-22-000010","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2022-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Insurance reports preliminary Q4 revenue $39-41M, full year $150-152M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $39-41M (organic growth 13-18%); FY2021 revenue $150-152M (organic growth 28-30%).","Written premiums Q4 $407M (+43% YoY); full year $1.56B (+45% YoY).","Policies in force 1,011,000 at year-end, up 42% from 713,000.","Corporate sales headcount 506 (+39%); total franchises 2,151 (+47%), operating 1,198 (+34%).","CFO Mark Colby says investments in people and tech position for strong growth in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":151312000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411480,"accession_number":"0001726978-21-000183","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2021-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q3 revenue up 30% to $41.7M, raises FY2021 premium & revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $41.7M (+30% YoY); core revenue $37.2M (+41%); net income $5.4M, diluted EPS $0.19.","Total written premiums $435M (+44%); policies in force 948,000 (+44%); client retention 89%.","Adjusted EBITDA $6.6M; Adjusted EPS $0.26; special cash dividend of $1.63/share declared in Q3.","Raised FY2021 outlook: premiums $1.54-$1.56B (43-45% growth), revenues $149-$155M (27-32% growth).","Launched Digital Agent Platform; corporate sales headcount up 35% to 502; franchises up 55% to 1,958."],"consensus_eps_estimate":null,"consensus_eps_actual":0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":111082000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":430223,"accession_number":"0001726978-21-000135","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K","filed_at":"2021-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Goosehead Q2 revenue up 28% to $38.2M; declares $60M special dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $38.2M (+28% YoY); core revenue $34.7M (+40% YoY).","Net income $3.1M; net income attributable to Goosehead $1.5M ($0.07 diluted EPS); adjusted EPS $0.13.","Total written premiums $399M (+46% YoY); policies in force up 48% to 872,000; client retention 89% record.","Special dividend of $60M declared, payable Aug 23, 2021; $1.63 per share on Class A common stock.","FY2021 outlook reaffirmed: total written premiums $1.50-1.56B, total revenues $146-156M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":69401000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":430222,"accession_number":"0001726978-21-000128","cik":1726978,"company_name":"Goosehead Insurance, Inc.","ticker":"GSHD","form_type":"8-K/A","filed_at":"2021-07-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Goosehead Insurance board sets annual advisory vote on executive compensation after shareholder vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders voted for annual advisory vote on named executive officer compensation at May 3, 2021 annual meeting.","Board resolved on June 16, 2021 to hold such vote every year, consistent with shareholder recommendation.","Next frequency vote no later than 2027 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1293375749.118896,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}