{"filings":[{"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}],"next_cursor":null}