---
schema_version: "secwatch.filing_event.v1"
accession: "0001726978-26-000051"
form_type: "8-K"
ticker: "GSHD"
cik: "0001726978"
company_name: "Goosehead Insurance, Inc."
filed_at: "2026-07-13T23:56:13+00:00"
generated_at: "2026-07-14T10:05:36.741505+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Goosehead enters stockholder agreement granting Pre-IPO Holders approval rights over major corporate actions

## Summary
- 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%.

## SEC filing metadata
- accession: 0001726978-26-000051
- form_type: 8-K
- ticker: GSHD
- cik: 0001726978
- company_name: Goosehead Insurance, Inc.
- filed_at: 2026-07-13T23:56:13+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1726978/000172697826000051/0001726978-26-000051-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1726978/000172697826000051/gshd-20260708.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001726978-26-000051
- JSON: https://secwatch.observer/filing/0001726978-26-000051.json
- Plain text: https://secwatch.observer/filing/0001726978-26-000051.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
