Every material Form 8-K Goosehead Insurance has filed with the SEC since April 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Goosehead reported second-quarter 2026 total revenues of $113.4 million, up 21% from the prior-year period, and net income of $17.0 million, up from $8.3 million. The company raised its full-year 2026 guidance, and CEO Mark Miller said he will retire December 31, 2026, with President and COO Mark Jones, Jr. succeeding him January 1, 2027.
Total revenues $113.4 million, up 21%; net income $17.0 million vs. $8.3 million a year earlier
Core Revenue $95.6 million, up 10%; Adjusted EBITDA $37.9 million, up 30%
2026 guidance raised: organic total revenue growth of 12% to 19% and total written premium growth of 12% to 20%
Mark Miller retires as CEO effective December 31, 2026; Mark Jones, Jr. becomes CEO January 1, 2027 and Miller remains on the Board
A Delaware Court of Chancery approved on June 30, 2026 a settlement of the Dollens shareholder lawsuit, and on July 8, 2026 Goosehead and its pre-IPO stockholders signed an Amended and Restated Stockholders Agreement. While those holders own at least 10% of common shares, they must approve certain major corporate actions and may nominate a majority of the board, including the Chairman, which gives them more influence over governance than other common stockholders have.
On June 30, 2026, the Court of Chancery of the State of Delaware approved the settlement of the Dollens Action (C.A. No. 2022-1018-JTL).
The A&R Stockholders Agreement, dated July 8, 2026, applies while pre-IPO holders beneficially own at least 10% of outstanding common stock.
Pre-IPO holders must approve mergers or sales of substantially all assets, asset deals above 15% of total assets, equity issuances above $50 million, charter amendments, and changes to board size.
Pre-IPO holders may nominate a majority of the board, including the Chairman, but the board need not endorse those nominees if its fiduciary duties require otherwise.
Goosehead reported first-quarter 2026 revenue up 23% to $93.1 million and net income of $8.0 million, versus $2.6 million a year earlier. The same day, it named John Martin as Chief Financial Officer effective April 20, 2026, and moved Mark Jones, Jr. from CFO to President and Chief Operating Officer.
Q1 2026 total revenues were $93.1 million, up 23% from $75.6 million; basic EPS was $0.20 versus $0.09
Net income was $8.0 million versus $2.6 million a year ago; Adjusted EBITDA rose 57% to $24.4 million
John Martin appointed CFO effective April 20, 2026; Mark Jones, Jr. promoted to President and COO and no longer CFO
Full-year 2026 guidance calls for organic total revenue growth of 10% to 19% and written premium growth of 12% to 20%
Goosehead Insurance named Martin Ellis Thornthwaite as General Counsel and Corporate Secretary, effective March 30, 2026. The company also said John O'Connor is leaving effective immediately, and his separation terms will be disclosed when finalized. The filing gives no financial figures, so the effect on shareholders depends on the terms of the departure and on how the new legal leadership operates.
Martin Ellis Thornthwaite becomes General Counsel and Corporate Secretary effective March 30, 2026.
He most recently served as Senior Vice President and Associate General Counsel at RealPage, Inc.
John O'Connor is leaving the company effective immediately; his separation terms will be disclosed when finalized.
Goosehead Insurance reported fourth-quarter 2025 revenue up 12% to $105.3 million, while net income fell to $20.8 million from $23.8 million a year earlier. The company also gave 2026 guidance of 10% to 19% organic total revenue growth, expanded its share repurchase authorization by $180.0 million, and added Louis Goldberg to its board, effective February 18, 2026. For shareholders, revenue growth was offset by lower profit, and the buyback expansion and guidance will shape expectations for 2026.
Q4 2025 total revenues were $105.3 million, up 12%; Q4 net income was $20.8 million versus $23.8 million, and diluted EPS was $0.48 versus $0.57.
Full-year 2025 net income was $44.5 million versus $49.1 million in 2024; Adjusted EBITDA rose 14% to $113.6 million.
2026 guidance: total revenues expected to grow organically 10% to 19%, and total written premiums 12% to 20%.
Share repurchase authorization increased by $180.0 million and extended through May 1, 2027; $81.7 million of shares were repurchased in 2025.
Goosehead Insurance reported third-quarter 2025 results for the period ended September 30, 2025, with total revenue up 16% to $90.4 million and net income of $12.7 million versus $12.6 million a year earlier. Adjusted EPS fell 8% to $0.46 and the adjusted EBITDA margin slipped to 33% from 34%, while the company repurchased $58.7 million of shares and reaffirmed full-year 2025 revenue guidance of $350 million to $385 million.
Total revenue rose 16% to $90.4 million; core revenue rose 14% to $83.9 million.
Net income was $12.7 million versus $12.6 million; basic EPS was flat at $0.31 and adjusted EPS fell 8% to $0.46.
Adjusted EBITDA rose to $29.7 million from $26.1 million; adjusted EBITDA margin was 33% versus 34%.
The company repurchased $58.7 million of shares in the quarter at an average price of $85.58; $40.8 million remains under the authorization.
Goosehead Insurance appointed Chief Financial Officer Mark E. Jones, Jr. as Chief Operating Officer, effective August 26, 2025, and he will remain CFO, combining both roles. The filing says he will oversee finance, operations and go-to-market functions, and that he will receive stock options on 20,000 Class A shares, granted at a 10% premium to the closing price on the grant date.
Mark E. Jones, Jr. appointed Chief Operating Officer effective August 26, 2025, while remaining Chief Financial Officer
Role combines finance, operations and go-to-market revenue functions, per the company's August 28, 2025 press release
Stock options for 20,000 Class A shares granted at a 10% premium over the closing price on the grant date; other compensation unchanged
Jones is the son of Executive Chairman Mark E. Jones and Vice Chairman Robyn Jones
Goosehead Insurance reported second quarter 2025 results on July 23, 2025. Total revenue rose 20% to $94.0 million and Adjusted EBITDA rose to $29.2 million, but net income fell to $8.3 million from $10.9 million, and basic EPS fell to $0.20 from $0.25, partly due to a $4.7 million impairment charge tied to three office leases. The company kept its full-year 2025 revenue outlook of $350 million to $385 million.
Total revenues were $94.0 million, up 20% from $78.1 million a year earlier; Core Revenue was $86.8 million, up 18%.
Net income was $8.3 million versus $10.9 million; basic EPS was $0.20 versus $0.25.
Adjusted EBITDA was $29.2 million versus $24.7 million, while the Adjusted EBITDA margin was 31% versus 32%.
2025 guidance: total revenues of $350 million to $385 million and total written premiums of $4.38 billion to $4.65 billion.
Goosehead Insurance reported first-quarter 2025 results, with total revenue up 17% to $75.6 million and net income of $2.6 million, compared with $1.8 million a year earlier. The board also authorized a new $100 million share repurchase program through May 1, 2026, and the company reiterated its full-year 2025 guidance. For shareholders, the headline profit and revenue measures improved, although adjusted EPS fell 5% to $0.26.
Total revenues rose 17% to $75.6 million; core revenue rose 17% to $69.1 million.
Net income was $2.6 million versus $1.8 million; basic EPS was $0.09 versus $0.07.
Adjusted EPS was $0.26, down 5% from the prior-year period.
New $100 million buyback authorized through May 1, 2026; full-year 2025 revenue guidance of $350 million to $385 million reiterated.
Goosehead Insurance appointed Bill Wade to its Board of Directors on April 16, 2025, and announced the appointment in a press release on April 17, 2025. The Board has determined that Wade is independent under NASDAQ rules. The filing contains no financial results or guidance, and the company says Wade brings expertise in artificial intelligence and digital transformation.
Wade was appointed to the Board on April 16, 2025, and the Board determined he is independent under NASDAQ rules
Wade has over 25 years of experience as a senior partner and consultant at Bain & Company and holds an MBA from Harvard Business School
Wade will enter into the company's standard indemnification and restrictive covenant agreements for directors and executive officers
The filing reports no financial figures, and the company states no related-party transactions involving Wade
Goosehead Insurance reported fourth-quarter 2024 revenue of $93.9 million, up 49% from $63.0 million a year earlier, and net income of $23.8 million, up from $5.4 million. The company also gave 2025 total revenue guidance of $350 million to $385 million and said it paid a $5.91 per share special dividend in January 2025, totaling $146 million.
Q4 2024 total revenues $93.9 million, up 49% from $63.0 million; net income $23.8 million vs. $5.4 million
Q4 2024 basic EPS $0.60 per share; Adjusted EBITDA $37.4 million vs. $14.1 million
2025 guidance: total revenues of $350 million to $385 million; total written premiums of $4.65 billion to $4.88 billion
Special cash dividend of $5.91 per Class A share, paid January 31, 2025, totaling $146 million
Goosehead's subsidiary entered a $300 million term loan and $75 million revolving credit facility with JPMorgan Chase Bank, N.A. as administrative agent, replacing a 2021 credit agreement. The company's holding entity declared a $175 million distribution and the board declared a one-time special cash dividend of $5.91 per share, both payable January 31, 2025 to holders of record on January 21, 2025. Shareholders receive cash, but the company takes on new secured debt that matures in 2032 and 2030.
The $300 million term loan matures January 8, 2032, and the $75 million revolving credit facility matures January 8, 2030.
The special dividend is $5.91 per share, payable January 31, 2025 to Class A shareholders of record as of January 21, 2025.
Per the press release, $1.22 of the dividend comes from prior tax distributions and $4.69 from the Goosehead Financial, LLC distribution.
Per the press release, loan proceeds will also retire the company's existing $93 million term loan.
Goosehead Insurance reported third-quarter 2024 total revenue of $78.0 million, up 10%, and net income of $12.6 million, up from $11.3 million a year earlier. The company raised its full-year 2024 guidance for total revenue and written premium, which points to expected growth for shareholders.
Total revenue rose 10% to $78.0 million; Core Revenue rose 16% to $73.5 million for the quarter ended September 30, 2024.
Net income was $12.6 million versus $11.3 million a year earlier; basic EPS was $0.31 versus $0.29.
Total written premium rose 28% to $1.03 billion, and Adjusted EBITDA rose to $26.1 million from $22.4 million.
For full-year 2024, total revenues are expected between $295 million and $310 million, and written premiums between $3.70 billion and $3.82 billion.
Goosehead Insurance reported second-quarter 2024 total revenue of $78.1 million, up 13% from a year earlier, and net income of $10.9 million, up from $7.2 million. The company reiterated its full-year 2024 revenue guidance of $290 million to $310 million and repurchased 1.045 million shares during the quarter.
Total revenue was $78.1 million, up 13% from $69.3 million; core revenue grew 20% to $73.4 million.
Net income was $10.9 million versus $7.2 million; diluted EPS was $0.24 versus $0.15.
Full-year 2024 guidance was reiterated: total revenues of $290 million to $310 million.
The company repurchased 1.045 million shares at an average price of $60.46, with $36.8 million remaining under the authorization.
Goosehead Insurance reported first-quarter 2024 revenue of $64.5 million, up 11%, and swung to net income of $1.8 million from a net loss of $0.2 million a year earlier. The company also announced a $100 million share repurchase authorization through March 2025 and revised its full-year 2024 outlook, which now calls for total revenues of $290 million to $310 million.
Q1 2024 total revenues were $64.5 million, up 11% from the prior-year period; Core Revenue rose 13% to $58.8 million.
Net income was $1.8 million versus a net loss of $0.2 million a year earlier; basic EPS was $0.07.
Adjusted EBITDA rose to $11.7 million from $10.2 million, with the margin flat at 18%.
The board approved a $100 million share repurchase authorization through March 2025; 2024 total revenue guidance is $290 million to $310 million.
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