Every material Form 8-K Goosehead Insurance filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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