secwatch.observer — SEC 8-K summary ====================================== Issuer: Goosehead Insurance, Inc. (GSHD) CIK: 0001726978 Form: 8-K Filed at: 2024-02-21T23:59:59+00:00 Accession: 0001726978-24-000014 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Goosehead FY2023: net income $23.7M (vs $2.6M), Adj. EBITDA +90%; guides 2024 premiums $3.7-3.85B -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1726978/000172697824000014/0001726978-24-000014-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1726978/000172697824000014/gshd-20240221.htm HTML page: https://secwatch.observer/filing/0001726978-24-000014 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer