Goosehead Insurance, Inc. (GSHD)
NASDAQFinancialsInsurance - BrokersSnapshot 2026-09-04
NASDAQFinancialsInsurance - BrokersSnapshot 2026-09-04
QuarterlyIQ Insights · GSHD
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
CEO — Mark Miller: Mark Miller is retiring as CEO, and Mark Jones, Jr. will succeed him.
99.2 Press Release issued by Goosehead Insurance, Inc. dated July 22, 2026 104 Cover Page Interactive Data File (Formatted as Inline XBRL) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. Date: July 22, 2026 By: /s/ Mark K. Miller Mark K. Miller Chief Executive Officer
Entry into a Material Definitive Agreement. As previously disclosed, on August 8, 2023, Goosehead Insurance, Inc. (the “ Company ”) entered into a Stipulation of Compromise and Settlement (the “ Proposed Settlement ”) with the named plaintiff in the matter Mickey Dollens v. Goosehead Insurance, Inc. (the “ Dollens Action ”), filed in the Court of Chancery of the State of Delaware (the “ Court ”), C.A. No. 2022-1018-JTL. The Proposed Settlement was filed with the Court on September 12, 2023. P…
99.2 Press Release issued by Goosehead Insurance, Inc. dated April 22, 2026 104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: April 22, 2026 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on April 22, 2026 99.2 Press Release issued by Goosehead Insurance, Inc. on April 22, 2026 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the und…
President and Chief Operating Officer (COO) — Mark Jones, Jr.: Mark Jones, Jr. was promoted to President and COO with increased compensation.
General Counsel — John O’Connor: Mr. O'Connor is leaving the Company effective immediately and will provide consulting services through September 30, 2026.
John O'Connor: John O'Connor is leaving the Company immediately.
Other Events. On March 30, 2026 , the Company announced that it has approved the appointment of Martin Ellis Thornthwaite to serve as General Counsel of the Company, effective immediately. Mr. Thornthwaite most recently served as Senior Vice President and Associate General Counsel at RealPage, Inc., where he was responsible for overseeing complex commercial and consumer litigation, regulatory and governmental investigations, and employment-related legal matters and supported corporate governa…
Director — Louis Goldberg: Louis Goldberg was appointed to the Board of Directors and Thomas McConnon is departing.
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: February 17, 2026 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on February 17, 2026 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: October 22, 2025 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on October 22, 2025 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
COO — Mark E. Jones, Jr.: The filing discloses an internal promotion where the CFO assumes the additional role of COO, which is a role expansion rather than a departure.
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: July 23, 2025 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on July 23, 2025 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: April 23, 2025 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on April 23, 2025 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
Director — Bill Wade: The filing discloses the appointment of a new independent director to the board, which is a standard governance event and not a departure of a senior executive.
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: February 24, 2025 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on February 24, 2025 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
Entry into a Material Definitive Agreement. On January 8, 2025, Goosehead Insurance Holdings, LLC ("Borrower") entered into a Credit Agreement (the "Credit Agreement") with Goosehead Financial, LLC ("Holdings") and certain subsidiary guarantors named therein (collectively with Borrower and Holdings, the "Loan Parties"), certain lender parties named therein, and JPMorgan Chase Bank, N.A. ("JPM"), as administrative agent, providing for an aggregate $300 million term notes payable (the "Initial…
of this Current Report on Form 8-K, and any remaining proceeds may be used for working capital and other general corporate purposes. The Credit Agreement is secured by all property owned, leased or operated by Borrower or any Loan Party, except for certain excluded assets. The subsidiary guarantors have agreed to guarantee the Borrower's obligations and secure all of their respective obligations under the Credit Agreement. The Credit Agreement contains customary affirmative and negative coven…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: October 23, 2024 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on October 23, 2024 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: July 24, 2024 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on July 24, 2024 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark K. Miller Mark K. Miller President and Chief Executive Officer
104 Cover Page Interactive Data File (Formatted as Inline XBRL) Date: April 24, 2024 EXHIBIT INDEX No. Description 99.1 Press Release issued by Goosehead Insurance, Inc. on April 24, 2024 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. GOOSEHEAD INSURANCE, INC. By: /s/ Mark E. Jones Mark E. Jones Chairman and Chief Executive Officer
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