Statistik Asas
LEI | 549300WH5MBIWHJ9XY95 |
CIK | 1726978 |
SEC Filings
SEC Filings (Chronological Order)
August 28, 2025 |
Goosehead Announces Role Expansion of Mark Jones, Jr. as Chief Financial Officer and Chief Operating Officer Westlake, Texas, Aug. 28, 2025 – Goosehead Insurance, Inc. (“Goosehead” or the “Company”) (NASDAQ: GSHD) a rapidly growing and innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United St |
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August 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 26, 2025 Goosehead Insurance, Inc. |
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July 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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July 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 23, 2025 Goosehead Insurance, Inc. |
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July 23, 2025 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2025 RESULTS – Total Revenue Increased 20% and Core Revenue* Grew 18% over the Prior-Year Period – – Total Written Premium increased 18% to $1.2 billion over the Prior-Year Period – –Net Income of $8.3 million versus Net Income of $10.9 million a year ago – – Adjusted EBITDA* of $29.2 million versus $24.7 million in the Prior-Year Period – WESTLAK |
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May 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 5, 2025 Goosehead Insurance, Inc. |
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April 24, 2025 |
Execution Version CREDIT AGREEMENT dated as of January 8, 2025 among GOOSEHEAD INSURANCE HOLDINGS, LLC, as the Borrower, GOOSEHEAD FINANCIAL, LLC as Holdings, The other Loan Parties Party Hereto, The Lenders Party Hereto and JPMORGAN CHASE BANK, N. |
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April 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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April 23, 2025 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FIRST QUARTER 2025 RESULTS – Total Revenue Increased 17% and Core Revenue* Grew 17% over the Prior-Year Period – – Total Written Premium increased 22% to $1.0 billion over the Prior-Year Period – –Net Income of $2.6 million versus Net Income of $1.8 million a year ago – – Adjusted EBITDA* of $15.5 million versus $11.7 million in the Prior-Year Period – –Company |
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April 23, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 23, 2025 Goosehead Insurance, Inc. |
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April 17, 2025 |
Goosehead Insurance Appoints Bill Wade to Board of Directors Goosehead Insurance Appoints Bill Wade to Board of Directors Wade Brings Proven Expertise in AI-Driven Innovation and Scalable Tech-Enabled Growth Westlake, TX - April 17, 2025 - Goosehead Insurance (NASDAQ: GSHD), a leader in personal lines insurance distribution, is proud to announce the appointment of Bill Wade to its Board of Directors. |
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April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 16, 2025 Goosehead Insurance, Inc. |
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March 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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March 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State |
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March 21, 2025 |
As filed with the Securities and Exchange Commission on March 21, 2025 As filed with the Securities and Exchange Commission on March 21, 2025 Registration No. |
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March 21, 2025 |
Filing Fee Table (filed herewith) EXHIBIT 107.1 Calculation of Filing Fee Table Form S-8 (Form Type) Goosehead Insurance, Inc. (Exact name of registration as specified in its charter) Table 1: Newly Registered Securities Security Type Security Class Title Notes Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A common s |
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March 3, 2025 |
Statement of Policy Concerning Trading in Company Securities adopted February 24, 2025 GOOSEHEAD INSURANCE, INC. Statement of Policy Concerning Trading in Company Securities Adopted February 24, 2025 I.SUMMARY OF POLICY CONCERNING TRADING IN COMPANY SECURITIES It is Goosehead Insurance, Inc.’s and its subsidiaries’ (collectively, the “Company”) policy that it will, without exception, comply with all applicable laws and regulations in conducting its business; and that, when carrying |
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March 3, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38466 GOOSEHEAD INSURANCE, INC. (Ex |
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February 24, 2025 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2024 RESULTS – Total Revenue Increased 20% for the year to $314.5 million – – Core Revenue Grew 17% for the year to $273.7 million – – Total Written Premium in 2024 Increased 29% to $3.8 billion – – 2024 Net Income of $49.1 million versus $23.7 million in 2023 – – Adjusted EBITDA in 2024 up 43% to $99.9 million – WESTLAKE, TEXAS – Fe |
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February 24, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 24, 2025 Goosehead Insurance, Inc. |
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February 13, 2025 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-99.1 2 fp0092157-6ex991.htm AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, LLC (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statu |
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January 10, 2025 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES NEW $300 MILLION TERM LOAN B AND DECLARES A ONE-TIME SPECIAL DIVIDEND OF $5.91 PER SHARE WESTLAKE, TEXAS – January 10, 2025 - Goosehead Insurance, Inc. (“Goosehead” or the “Company”) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, today announced that its subsidiary, Goosehead Insurance Holdings, LLC, has closed on a $300 million t |
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January 10, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 8, 2025 Goosehead Insurance, Inc. |
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November 13, 2024 |
GSHD / Goosehead Insurance, Inc / Capital World Investors - SEC SCHEDULE 13G Passive Investment SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate |
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November 13, 2024 |
SC 13G/A 1 fp0090889-21sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 9)* GOOSEHEAD INSURANCE, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) Septembe |
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October 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSE |
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October 23, 2024 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES THIRD QUARTER 2024 RESULTS – Total Revenue Increased 10% and Core Revenue* Grew 16% over the Prior-Year Period – – Total Written Premium increased 28% to $1.03 billion over the Prior-Year Period – –Net Income of $12.6 million versus Net Income of $11.3 million a year ago – – Adjusted EBITDA* of $26.1 million versus $22.4 million in the Prior-Year Period – WESTLA |
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October 23, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 23, 2024 Goosehead Insurance, Inc. |
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August 12, 2024 |
GSHD / Goosehead Insurance, Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: Goosehead Insurance, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 38267D109 Date of Event Which Requires Filing of this Statement: July 31, 2024 Check the appropriate box to designate the rule pursuant to which this Schedule i |
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July 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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July 24, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 24, 2024 Goosehead Insurance, Inc. |
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July 24, 2024 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2024 RESULTS – Total Revenue Increased 13% and Core Revenue* Grew 20% over the Prior-Year Period – – Total Written Premium increased 30% to $999 million over the Prior-Year Period – –Net Income of $10.9 million versus Net Income of $7.2 million a year ago – – Adjusted EBITDA* of $24.7 million versus $23.1 million in the Prior-Year Period – – Repur |
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July 9, 2024 |
SC 13G/A 1 fp0089010-1sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 8)* GOOSEHEAD INSURANCE, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) June 30, |
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July 9, 2024 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-1 2 fp0089010-1ex1.htm AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statutory |
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May 7, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 6, 2024 Goosehead Insurance, Inc. |
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April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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April 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 24, 2024 Goosehead Insurance, Inc. |
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April 24, 2024 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FIRST QUARTER 2024 RESULTS – Total Revenue Increased 11% and Core Revenue Grew 13% over the Prior-Year Period – – Total Written Premium increased 28% to $819 million over the Prior-Year Period – –Net Income of $1.8 million versus Net Loss of $0.2 million a year ago – – Adjusted EBITDA* of $11.7 million versus $10.2 million in the Prior-Year Period – – Company An |
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March 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State |
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March 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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March 14, 2024 |
Filing Fee Table (filed herewith) EXHIBIT 107 Calculation of Filing Fee Table Form S-8 (Form Type) Goosehead Insurance, Inc. |
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March 14, 2024 |
As filed with the Securities and Exchange Commission on March 13, 2024 As filed with the Securities and Exchange Commission on March 13, 2024 Registration No. |
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February 22, 2024 |
Compensation Recoupment Policy GOOSEHEAD INSURANCE, INC. COMPENSATION RECOUPMENT POLICY This Goosehead Insurance, Inc. Compensation Recoupment Policy (the “Policy”) has been adopted by the Board of Directors (the “Board”) of Goosehead Insurance, Inc. (the “Company”) on October 25, 2023. This Policy provides for the recoupment of certain executive compensation in the event of an accounting restatement resulting from material non |
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February 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38466 GOOSEHEAD INSURANCE, INC. (Ex |
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February 21, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 21, 2024 Goosehead Insurance, Inc. |
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February 21, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 21, 2024 Goosehead Insurance, Inc. |
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February 21, 2024 |
GOOSEHEAD INSURANCE ANNOUNCES CEO TRANSITION Mark Jones to transition to Executive Chairman Mark Miller Announced as CEO effective July 1, 2024 WESTLAKE, Texas, February 21, 2024 (GLOBE NEWSWIRE) - Goosehead Insurance, Inc. |
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February 21, 2024 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 RESULTS – Total Revenue Increased 25% for the year to $261.3 million – – Core Revenue Grew 24% for the year to $233.0 million – – Total Written Premium in 2023 Increased 34% to $3.0 billion – – 2023 Net Income of $23.7 million versus $2.6 million in 2022 – – Adjusted EBITDA in 2023 up 90% to $69.8 million – WESTLAKE, TEXAS – Feb |
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February 13, 2024 |
SC 13G/A 1 fp0086862-58sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 7)* GOOSEHEAD INSURANCE, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December |
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February 13, 2024 |
GSHD / Goosehead Insurance, Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01034-gooseheadinsurancein.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)* Name of issuer: Goosehead Insurance, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 38267D109 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropri |
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February 13, 2024 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-1 2 fp0086862-58ex1.htm AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statutor |
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December 6, 2023 |
VIA EDGAR December 6, 2023 Office of Finance Division of Corporation Finance U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-3628 Attn: William Schroeder Michael Volley Re: Goosehead Insurance, Inc. Form 10-K for Fiscal Year Ended December 31, 2022 File No. 001-38466 Dear Mr. Schroeder and Mr. Volley: On behalf of Goosehead Insurance, Inc., a Delaware corporation |
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November 24, 2023 |
GSHD / Goosehead Insurance Inc - Class A / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a202311-mj13da.htm SC 13D/A CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 38) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solan |
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November 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSE |
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November 8, 2023 |
VIA EDGAR November 8, 2023 Office of Finance Division of Corporation Finance U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-3628 Attn: William Schroeder Michael Volley Re: Goosehead Insurance, Inc. Form 10-K for Fiscal Year Ended December 31, 2022 Filed February 27, 2023 File No. 001-38466 Dear Mr. Schroeder and Mr. Volley: On behalf of Goosehead Insurance, Inc., |
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November 3, 2023 |
By-Laws of Goosehead Insurance, Inc., as amended and restated as of November 3, 2023. Exhibit 3.2 AMENDED AND RESTATED BY-LAWS of GOOSEHEAD INSURANCE, INC. (A Delaware Corporation) TABLE OF CONTENTS Page Article 1 Definitions Article 2 Stockholders Section 2.01. Place of Meetings 6 Section 2.02. Annual Meetings; Stockholder Proposals 6 Section 2.03. Special Meetings 11 Section 2.04. Record Date 11 Section 2.05. Notice of Meetings of Stockholders 12 Section 2.06. Waivers of Notice 1 |
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November 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 25, 2023 Goosehead Insurance, Inc. |
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October 26, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 26, 2023 Goosehead Insurance, Inc. |
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October 26, 2023 |
IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE MICKEY DOLLENS, on behalf of himself and all other similarly-situated Class A stockholders of GOOSEHEAD INSURANCE, INC. |
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October 25, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 25, 2023 Goosehead Insurance, Inc. |
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October 25, 2023 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS –– Total Revenue Increased 23% over Prior-Year Period to $71.0 million – – Core Revenue Grew 22% over Prior-Year Period to $63.1 million– – Total Written Premium Increased 30% to $803 million– –Net Income of $11.3 million versus Net Income of $3.0 million a year ago – – Adjusted EBITDA of $22.4 million versus $11.0 million in the Prior |
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October 13, 2023 |
VIA EDGAR October 13, 2023 Office of Finance Division of Corporation Finance U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-3628 Attn: William Schroeder Michael Volley Re: Goosehead Insurance, Inc. Form 10-K for Fiscal Year Ended December 31, 2022 Filed February 27, 2023 File No. 001-38466 Dear Mr. Schroeder and Mr. Volley: On behalf of Goosehead Insurance, Inc., |
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August 31, 2023 |
Power of Attorney for the SLJ 2023 Grantor Retained Annuity Trust EX-24.26 3 exhibit2426-limitedpowerof.htm EX-24.26 LIMITED POWER OF ATTORNEY June 27, 2023 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowl |
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August 31, 2023 |
Joint Filing Agreement as required by Rule 13-d-a(k)(1) under the Securities Exchange Act of 1934 EX-1.3 2 exhibit13-jointfilingagree.htm EX-1.3 JOINT FILING AGREEMENT August 30, 2023 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Class A common stock of Goosehead Insurance, Inc., par value $0.0 |
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August 31, 2023 |
GSHD / Goosehead Insurance Inc - Class A / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a202308-mj13da.htm SC 13D/A CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 38) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solan |
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July 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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July 26, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 26, 2023 Goosehead Insurance, Inc. |
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July 26, 2023 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2023 RESULTS –– Total Revenue Increased 31% over Prior Year Period to $69.3 million – – Core Revenue Grew 27% over Prior Year Period to $61.0 million– – Total Written Premium Increased 36% to $767 million– –Net Income of $7.2 million versus Net Income of $2.4 million a year ago – – Adjusted EBITDA of $23.1 million versus $12.5 million in the Prior |
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June 2, 2023 |
GSHD / Goosehead Insurance Inc - Class A / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a202305-mj13da.htm SC 13D/A CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 38) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solan |
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May 2, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 1, 2023 Goosehead Insurance, Inc. |
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April 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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April 28, 2023 |
Goosehead Insurance Agency 1500 Solana Blvd, Suite 4500 Westlake, Texas 76262 214-838-5215 214-838-5104 (fax) P. |
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April 26, 2023 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FIRST QUARTER 2023 RESULTS –– Total Revenue Increased 40% over Prior Year Period to $58.0 million – – Core Revenue Grew 42% over Prior Year Period to $52.0 million– – Total Written Premium Increased 41% to $638 million– –Net Loss of $0.2 million versus a net loss of $5.4 million a year ago – – Adjusted EBITDA of $10.2 million versus $1.3 million in the Prior Yea |
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April 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 26, 2023 Goosehead Insurance, Inc. |
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March 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State |
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March 10, 2023 |
As filed with the Securities and Exchange Commission on March 9, 2023 Registration No. |
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March 10, 2023 |
Filing Fee Table (filed herewith) EXHIBIT 107 Calculation of Filing Fee Table Form S-8 (Form Type) Goosehead Insurance, Inc. |
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March 9, 2023 |
GSHD / Goosehead Insurance Inc - Class A / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 37) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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February 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38466 GOOSEHEAD INSURANCE, INC. (Ex |
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February 22, 2023 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FOURTH QUARTER 2022 RESULTS –– Total Revenue Growth of 43% in the Fourth Quarter and 38% in the Full Year 2022 – – Core Revenue Growth of 49% in the Fourth Quarter and 41% in the Full Year 2022 – – Total Written Premium Growth of 44% in the Fourth Quarter and 42% for the Full Year – –Net Income Growth of 193% in the Fourth Quarter and Decline of 68% for the Full |
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February 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 22, 2023 Goosehead Insurance, Inc. |
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February 14, 2023 |
SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
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February 14, 2023 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-99.2 2 ex992.htm EX-99.2 AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statuto |
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February 13, 2023 |
GSHD / Goosehead Insurance Inc / Capital World Investors - SEC SCHEDULE 13G Passive Investment SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box |
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February 13, 2023 |
SC 13G/A 1 goosehead-sc13ga123122.htm AMENDMENT TO FORM SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* Goosehead Insurance, Inc. (Name of Issuer) Class A Common Stock, $0.01 per share (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Fili |
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February 13, 2023 |
SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate |
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February 9, 2023 |
GSHD / Goosehead Insurance Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Goosehead Insurance Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 38267D109 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedul |
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November 21, 2022 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 36) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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November 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A (Amendment No. 1) (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file num |
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October 27, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSE |
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October 27, 2022 |
, 2022, by and between Goosehead Insurance, Inc. and SEPARATION AND ENGAGEMENT AGREEMENT This Separation and Engagement Agreement (?Agreement?) is entered into by and between Goosehead Insurance, Inc. |
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October 26, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 26, 2022 Goosehead Insurance, Inc. |
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October 26, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES THIRD QUARTER 2022 RESULTS ?? Total and Core Revenue Each Increased 38% and 39% over the Prior Year, Respectively ? ? Total Written Premium Increased 42% to $616 million ? ? Net Income of $3.0 million, decreased $2.3 million from a Year Ago ? ? Adjusted EBITDA of $11.0 million was up 67% over the Prior-Year Period ? ? Adjusted EBITDA Margin Increased over 320 Ba |
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October 21, 2022 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 35) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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September 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 15, 2022 Goosehead Insurance, Inc. |
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September 14, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 13, 2022 Goosehead Insurance, Inc. |
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September 14, 2022 |
GOOSEHEAD INSURANCE, INC. REITERATES FULL YEAR 2022 OUTLOOK GOOSEHEAD INSURANCE, INC. REITERATES FULL YEAR 2022 OUTLOOK WESTLAKE, TEXAS ? September 13, 2022 ? Goosehead Insurance, Inc. (?Goosehead? or the ?Company?) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, announced today that the company reiterates its full year 2022 outlook. The Company?s outlook for full year 2022 is as follows: ?Total written premiums placed for 20 |
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September 12, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES NEW CHIEF FINANCIAL OFFICER GOOSEHEAD INSURANCE, INC. ANNOUNCES NEW CHIEF FINANCIAL OFFICER WESTLAKE, TEXAS ? September 12, 2022 ? Goosehead Insurance, Inc. (?Goosehead? or the ?Company?) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, announced today that Mark Jones, Jr., its Vice President of Finance, has been promoted to the executive team as Chief Financial Officer. Mr. Jones joined Goosehe |
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September 12, 2022 |
MEMORANDUM To: Mark E. Jones, Jr. From: Mark E. Jones and Peter Lane Date: September 11, 2022 Subject: Promotion On behalf of the Board of Directors, we are pleased to confirm the company?s offer to promote you to Chief Financial Officer, effective immediately. This memo confirms the compensation-related elements of your promotion. ?Salary - $265K annually ?Bonus ? potential of up to $125K annuall |
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September 12, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 9, 2022 Goosehead Insurance, Inc. |
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August 18, 2022 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 35) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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August 10, 2022 |
AGREEMENT JOINT FILING OF SCHEDULE 13G AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. |
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August 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) July 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this S |
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August 4, 2022 |
Joint Filing Agreement as required by Rule 13-d-a(k)(1) under the Securities Exchange Act of 1934 JOINT FILING AGREEMENT August 4, 2022 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Class A common stock of Goosehead Insurance, Inc. |
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August 4, 2022 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 35) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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August 4, 2022 |
LIMITED POWER OF ATTORNEY April 5, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. |
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July 28, 2022 |
SEPARATION AGREEMENT This Separation Agreement (?Agreement?) is entered into by and between Goosehead Insurance, Inc. |
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July 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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July 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 27, 2022 Goosehead Insurance, Inc. |
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July 27, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2022 RESULTS ? Total and Core Revenue Each Increased 39% over the Prior-Year Period ? ? Total Written Premium Increased 42% to $566 Million ? ? Net Income Decreased 24% to $2.4 Million or 5% of Total Revenue ? ? Adjusted EBITDA of $12.5 Million was up 85% over the Prior-Year Period ? ? Adjusted EBITDA Margin Increased 6 Points to 24% in the Second |
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May 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 04, 2022 Goosehead Insurance, Inc. |
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May 10, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES MANAGEMENT REORGANIZATION Mark K. Miller to Join Goosehead as President and COO Corporate Sales Function Reorganized and Corporate Partnership Group Formed WESTLAKE, TEXAS ? May 10, 2022 - Goosehead Insurance, Inc. (?Goosehead? or the ?Company?) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, announced that Mark K. Miller, a curren |
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May 3, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 2, 2022 Goosehead Insurance, Inc. |
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April 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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April 26, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 26, 2022 Goosehead Insurance, Inc. |
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April 26, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FIRST QUARTER 2022 RESULTS ? Total Revenue Increased 32% over Prior Year Period to $41.3 million ? ? Core Revenue Grew 37% over Prior Year Period to $36.5 million ? ? Total Written Premium Increased 41% to $450.9 million ? ? Total Franchises and Corporate Sales Headcount Grew 41% and 35%, Respectively ? ? Policies in Force Growth of 39% over the Prior Year Perio |
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April 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 31, 2022 Goosehead Insurance, Inc. |
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March 22, 2022 |
DEF 14A 1 goosehead2022proxy.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by R |
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March 11, 2022 |
As filed with the Securities and Exchange Commission on March 11, 2022 As filed with the Securities and Exchange Commission on March 11, 2022 Registration No. |
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March 11, 2022 |
Filing Fee Table (filed herewith) EX-FILING FEES 2 exhibit107-2022feetablexsx.htm EX-FILING FEES EXHIBIT 107.1 Calculation of Filing Fee Table Form S-8 (Form Type) Goosehead Insurance, Inc. (Exact name of registration as specified in its charter) Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1)(2) Proposed Maximum Offering Price per Unit(3) Maximum Aggregate Offering Price F |
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February 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38466 GOOSEHEAD INSURANCE, INC. (Ex |
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February 23, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 23, 2022 Goosehead Insurance, Inc. |
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February 23, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2021 RESULTS ? Total Revenue Growth of 16% in the Fourth Quarter and 29% in the Full Year 2021 ? ? Core Revenue Growth of 35% in the Fourth Quarter and 40% in the Full Year 2021 ? ? Total Written Premium Growth of 43% in the Fourth Quarter and 45% for Full Year 2021 ? ? Total Franchises and Corporate Sales Headcount Grew 47% and 39%, |
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February 11, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t |
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February 11, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which thi |
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February 11, 2022 |
GSHD / Goosehead Insurance Inc / Durable Capital Partners LP - SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Goosehead Insurance, Inc. (Name of Issuer) Class A Common Stock, $0.01 per share (Title of Class of Securities) 38267D109 (CUSIP Number) February 4, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the ru |
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February 11, 2022 |
AGREEMENT JOINT FILING OF SCHEDULE 13G AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. |
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February 10, 2022 |
GSHD / Goosehead Insurance Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Goosehead Insurance Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 38267D109 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedul |
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February 3, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES THE APPOINTMENT OF WADED CRUZADO AND THOMAS MCCONNON TO THE BOARD OF DIRECTORS WESTLAKE, TEXAS ? February 2, 2022 - Goosehead Insurance, Inc. (?Goosehead? or the ?Company?) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, today announced the appointment of Waded Cruzado and Thomas McConnon to Goosehead Insurance, Inc?s Board of Dire |
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February 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 2, 2022 Goosehead Insurance, Inc. |
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January 26, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 24, 2022 Goosehead Insurance, Inc. |
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January 26, 2022 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SELECT PRELIMINARY KEY PERFORMANCE INDICATORS FOR FOURTH QUARTER AND FULL YEAR 2021 WESTLAKE, TEXAS ? January 24, 2022 - Goosehead Insurance, Inc. (?Goosehead? or the ?Company?) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, today announced select preliminary fourth quarter and full year 2021 key performance indicators ahead of it |
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November 19, 2021 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 35) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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October 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSE |
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October 27, 2021 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES THIRD QUARTER 2021 RESULTS ? Total Revenue Growth of 30% and Core Revenue Growth of 41% over the Prior Year Period ? ? Total Written Premium Growth of 44% over the Prior Year Period ? ? Total Franchises and Corporate Sales Headcount Grew 55% and 35%, Respectively ? ? Policies in Force Growth of 44% over the Prior Year Period ? ? Launched Digital Agent Platform ? |
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October 27, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 27, 2021 Goosehead Insurance, Inc. |
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October 19, 2021 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 34) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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July 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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July 28, 2021 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2021 RESULTS AND WILL DEMONSTRATE DIGITAL AGENT PLATFORM ? Total Revenue Growth of 28% and Core Revenue Growth of 40% over the Prior Year Period ? ? Total Written Premium Growth of 46% over the Prior Year Period ? ? Total Franchises and Corporate Sales Headcount Grew 59% and 43%, Respectively ? ? Record High Client Retention of 89% ? ? Policies in |
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July 28, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 28, 2021 Goosehead Insurance, Inc. |
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July 7, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 7, 2021 Goosehead Insurance, Inc. |
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June 14, 2021 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a20210611-mj13da.htm SC 13D/A CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 34) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Sol |
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May 25, 2021 |
GSHD / Goosehead Insurance Inc / Jones Mark Evan - SC 13D/A Activist Investment CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 33) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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May 20, 2021 |
CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 32) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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May 3, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 3, 2021 Goosehead Insurance, Inc. |
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April 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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April 29, 2021 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FIRST QUARTER 2021 RESULTS - GROWTH ACCELERATES - Revenue Growth Accelerated to 53% Over Prior-Year-Period to $31.2 Million - - Core Revenue Growth Accelerated to 47% Over Prior-Year-Period to $26.7 Million - - Total Written Premium Growth Accelerated to 49% over Prior Year Period - - Total Franchises and Corporate Sales Headcount Growth Accelerated to 61% and 5 |
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April 29, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 29, 2021 Goosehead Insurance, Inc. |
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March 23, 2021 |
As filed with the Securities and Exchange Commission on March 22, 2021 Registration No. |
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March 17, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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February 26, 2021 |
Exhibit 24.37 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38466 GOOSEHEAD INSURANCE, INC. (Ex |
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February 26, 2021 |
EX-24.35 8 exhibit2435-limitedpowerof.htm EX-24.35 Exhibit 24.35 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare |
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February 26, 2021 |
Lindy Langston Spousal Lifetime Access Trust Exhibit 24.33 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 26, 2021 |
Joint Filing Agreement as required by Rule 13-d-1(k)(1) under the Securities Exchange Act of 1934 Exhibit 1.1 JOINT FILING AGREEMENT February 25, 2021 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Class A common stock of Goosehead Insurance, Inc., par value $0.01 per share, and (ii) that this J |
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February 26, 2021 |
CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 31) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, |
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February 26, 2021 |
Lanni Romney Spousal Lifetime Access Trust Exhibit 24.34 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 26, 2021 |
the Jones 2020 Irrevocable Trust Exhibit 24.31 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 26, 2021 |
Exhibit 24.38 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 26, 2021 |
the Nathan Romney 2021 Family Trust Exhibit 24.36 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 26, 2021 |
Exhibit 24.32 LIMITED POWER OF ATTORNEY February 24, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1.Prepare, execute, acknowledge, deliver and file Schedules |
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February 23, 2021 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2020 RESULTS - Fourth Quarter Revenues of $34.7 Million Increased 48% - - Full Year 2020 Revenues of $117.0 Million Grew 51% - - Total Written Premiums Increased 45% for the Fourth Quarter and Full Year 2020 - - Total Franchises and Corporate Sales Headcount Grew 55% and 47%, Respectively - - Full Year 2020 Net Income Growth of 81% a |
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February 23, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 23, 2021 Goosehead Insurance, Inc. |
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February 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Goosehead Insurance Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which th |
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February 12, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 03)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua |
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February 12, 2021 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-1.2 2 ex992.htm EX-1.2 AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statutory |
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February 11, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2 (Amendment No. 1)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) 12/31/2020 (Date of Event W |
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February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: Goosehead Insurance Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 38267D109 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 1 |
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December 31, 2020 |
SC 13D/A 1 a20201230-markjones13da.htm SC 13D/A CUSIP No. 38267D109 Page 1 Schedule 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 30) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1 |
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November 12, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 29) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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November 2, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 28) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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October 30, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSE |
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October 29, 2020 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES THIRD QUARTER 2020 RESULTS - Third Quarter Revenues Were $32.0 Million - - Total Written Premiums Grew 49% - - Total Franchises and Corporate Sales Headcount Grew 52% and 60%, Respectively - - Net Income of $6.7 Million, Adjusted EBITDA of $9.3 Million - - Raising 2020 Outlook for Total Written Premiums and Revenues - WESTLAKE, TEXAS - October 29, 2020 - Goosehe |
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October 29, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 29, 2020 Goosehead Insurance, Inc. |
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October 9, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 27) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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September 21, 2020 |
Exhibit 24.30 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge |
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September 21, 2020 |
EXHIBIT 24.24 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge |
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September 21, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - FORM SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 26) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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September 21, 2020 |
Exhibit 24.27 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge |
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September 21, 2020 |
EX-24.25 7 dp137001ex2425.htm EXHIBIT 24.25 Exhibit 24.25 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the unde |
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September 21, 2020 |
Exhibit 24.23 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge |
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September 21, 2020 |
EX-24.22 4 dp137001ex2422.htm EXHIBIT 24.22 EXHIBIT 24.22 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the unde |
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September 21, 2020 |
EXHIBIT 24.26 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge |
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September 21, 2020 |
EX-24.28 10 dp137001ex2428.htm EXHIBIT 24.28 EXHIBIT 24.28 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the und |
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September 21, 2020 |
EXHIBIT 99.1 JOINT FILING AGREEMENT September 18, 2020 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Class A common stock of Goosehead Insurance, Inc., par value $0.01 per share, and (ii) that this |
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September 21, 2020 |
EX-24.29 11 dp137001ex2429.htm EXHIBIT 24.29 Exhibit 24.29 LIMITED POWER OF ATTORNEY September 18, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Mark E. Jones and Ryan Langston, as the undersigned’s true and lawful attorneys-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the und |
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September 11, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 25) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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August 12, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 24) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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August 4, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 23) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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July 31, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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July 30, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 30, 2020 Goosehead Insurance, Inc. |
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July 30, 2020 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2020 RESULTS - Second Quarter Revenues Were $29.9 Million - - Total Written Premiums Grew 41% - - Total Franchises and Corporate Sales Headcount Grew 48% and 49%, Respectively - - Net Income of $7.4 Million, Adjusted EBITDA of $9.8 Million and Adjusted EBITDA Margin of 33% - - Special Dividend of $42 Million Declared - - Raising 2020 Outlook for T |
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July 2, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 23) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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June 15, 2020 |
Exhibit 24.21 LIMITED POWER OF ATTORNEY June 12, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliver and file Schedules 13G |
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June 15, 2020 |
Exhibit 24.19 LIMITED POWER OF ATTORNEY June 12, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliver and file Schedules 13G |
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June 15, 2020 |
EX-99.2417 4 dp130228ex2417.htm EXHIBIT 24.17 Exhibit 24.17 LIMITED POWER OF ATTORNEY June 12, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut |
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June 15, 2020 |
Exhibit 1 JOINT FILING AGREEMENT June 12, 2020 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Class A common stock of Goosehead Insurance, Inc. |
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June 15, 2020 |
Exhibit 24.20 LIMITED POWER OF ATTORNEY June 12, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliver and file Schedules 13G |
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June 15, 2020 |
EX-99.2418 5 dp130228ex2418.htm EXHIBIT 24.18 Exhibit 24.18 LIMITED POWER OF ATTORNEY June 12, 2020 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut |
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June 15, 2020 |
Amended and Restated Voting Agreement EX-99.5 3 dp130228ex5.htm EXHIBIT 5 Exhibit 5 AMENDED AND RESTATED VOTING AGREEMENT AMENDED AND RESTATED VOTING AGREEMENT, dated as of June 12, 2020 among Mark E. Jones (the “Mark Jones Holder”), Robyn Jones (the “Robyn Jones Holder”), P. Ryan Langston (the “Ryan Langston Holder”), Mark E. Jones, Jr. (the “Mark Jones, Jr. Holder”), The Mark and Robyn Jones Descendants Trust 2014, The Lanni Elaine |
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June 15, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - FORM SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 22) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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June 8, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 21) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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June 3, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 20) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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May 20, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 18) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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May 20, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 19) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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May 13, 2020 |
As filed with the Securities and Exchange Commission on May 13, 2020 Registration No. |
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May 8, 2020 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) April 30, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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May 8, 2020 |
AGREEMENT JOINT FILING OF SCHEDULE 13G AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. |
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May 7, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 17) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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May 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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May 4, 2020 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 4, 2020 Goosehead Insurance, Inc. |
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April 30, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 30, 2020 Goosehead Insurance, Inc. |
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April 30, 2020 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FIRST QUARTER 2020 RESULTS - First Quarter Revenues Were $20.4 million - - Total Written Premiums Increased 46% Over Prior-Year Period - - Total Franchises Grew 45% Over Prior-Year Period - - Corporate Sales Headcount Increased 31% Over Prior-Year Period - WESTLAKE, TEXAS - April 30, 2020 - Goosehead Insurance, Inc. (“Goosehead” or the “Company”) (NASDAQ: GSHD), |
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March 25, 2020 |
GSHD / Goosehead Insurance, Inc. DEF 14A - - DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant X Filed by a party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) X Definitive Proxy State |
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March 20, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 16) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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March 16, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38466 GOOSEHEAD INSURANCE, INC. (Ex |
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March 16, 2020 |
Subsidiaries of the Registrant Exhibit 21 Legal Name State of Incorporation Goosehead Financial, LLC Delaware GHM Holdings, LLC Delaware TWIHG Holdings, LLC Delaware Goosehead Management, LLC Delaware Texas Wasatch Insurance Holdings Group, LLC Delaware Goosehead Insurance Holdings, LLC Delaware Goosehead Insurance Agency, LLC Delaware Texas Wasatch Insurance Services, L.P. Texas |
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March 16, 2020 |
EX-4.1 2 exhibit41.htm EX-4.1 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Description of our Common Stock The following description of our Common Stock is a summary and does not purport to be complete. It is subject to and qualified in its entirety by reference to our Amended and Restated Certificate of Incorporation (the “Cer |
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March 12, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 12, 2020 Goosehead Insurance, Inc. |
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March 12, 2020 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2019 RESULTS - Fourth Quarter 2019 Revenues of $23.4 Million Grew 59%, or 39% if reported under ASC 605 - - Full Year 2019 Revenue of $77.5 Million Increased 29%, or 40% if reported under ASC 605 - - Total Written Premiums Increased 45% Over Prior-Year Period - - Total Franchises Grew 47% Over Prior-Year Period - - Corporate Sales he |
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February 20, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 15) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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February 14, 2020 |
GSHD / Goosehead Insurance, Inc. / LORD, ABBETT & CO. LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Goosehead Insurance Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this |
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February 13, 2020 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua |
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February 13, 2020 |
AGREEMENT JOINT FILING OF SCHEDULE 13G AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. |
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February 13, 2020 |
GSHD / Goosehead Insurance, Inc. / BLAIR WILLIAM & CO/IL - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2 (Amendment No. )* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) 12/31/2019 (Date of Event Wh |
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February 6, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - FORM SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 14) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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January 27, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 27, 2020 Goosehead Insurance, Inc. |
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January 27, 2020 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SELECT PRELIMINARY KEY PERFORMANCE INDICATORS FOR FOURTH QUARTER AND YEAR-END 2019 WESTLAKE, TEXAS – January 27, 2020 - Goosehead Insurance, Inc. (“Goosehead” or the “Company”) (NASDAQ: GSHD), a rapidly growing independent personal lines insurance agency, today announced select preliminary fourth quarter and year-end 2019 key performance indicators, including pr |
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January 22, 2020 |
GSHD / Goosehead Insurance, Inc. / Colby Michael C. - SC 13D/A Activist Investment SC 13D/A 1 a2020012013damikecolby.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 2) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Michael C. Colby 1500 Solana Blvd Building 4, Suite 4500 We |
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January 15, 2020 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 13) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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December 11, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a121119markjones13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 12) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westla |
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December 5, 2019 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. n/a )* Goosehead Insurance, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 38267D109 (CUSIP Number) November 30, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule purs |
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November 8, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 11) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and T |
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November 4, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSE |
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November 1, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 1, 2019 Goosehead Insurance, Inc. |
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November 1, 2019 |
EX-99.1 2 gshdq32019earningsrelease.htm EXHIBIT 99.1 GOOSEHEAD INSURANCE, INC. ANNOUNCES THIRD QUARTER 2019 RESULTS - Revenues Grew 32% Over Prior-Year Period to $21.2 Million - - Total Written Premiums Placed Increased 44% Over Prior-Year Period - - Net Income Grew 231% Over Prior-Year Period to $2.8 Million - - Adjusted EBITDA Rose 37% Over Prior-Year Period to $4.6 Million - - Total Franchises |
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October 4, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a100319markjones13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 10) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westla |
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September 19, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 9) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and Te |
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September 10, 2019 |
GSHD / Goosehead Insurance, Inc. / GILDER GAGNON HOWE & CO LLC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (RULE 13d - 102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (Amendment No. 3)* Goosehead Insurance, Inc. (Name of Issuer) Class A Common Stock, $0.01 par value per share (Title of Class of Securities) 38267D109 (CUSIP Number) August 31, 2019 (D |
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August 7, 2019 |
EXHIBIT 24.16 LIMITED POWER OF ATTORNEY August 6, 2019 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Mark E. Jones, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliver and file Schedules 13 |
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August 7, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - FORM SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 8) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and Te |
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August 7, 2019 |
EXHIBIT 5 AMENDED AND RESTATED VOTING AGREEMENT AMENDED AND RESTATED VOTING AGREEMENT, dated as of August 6, 2019 among Mark E. |
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August 7, 2019 |
JOINT FILING AGREEMENT August 6, 2019 EXHIBIT 1 JOINT FILING AGREEMENT August 6, 2019 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Class A common stock of Goosehead Insurance, Inc. |
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August 2, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38466 GOOSEHEAD |
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August 1, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 1, 2019 Goosehead Insurance, Inc. |
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August 1, 2019 |
GOOSEHEAD INSURANCE, INC. ANNOUNCES SECOND QUARTER 2019 RESULTS - Revenues Grew 31% Over Prior-Year Period to $19.4 Million - - Total Written Premiums Placed Increased 46% Over Prior-Year Period - - Net Income Increased $26.7 Million Over Prior-Year-Period to $2.8 Million - - Adjusted EBITDA Rose 17% Over Prior-Year Period to $4.7 Million - - Total Franchises Grew 55% Over Prior-Year Period - WEST |
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July 12, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 7) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and Te |
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June 26, 2019 |
GSHD / Goosehead Insurance, Inc. / Colby Michael C. - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 1) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Michael C. Colby 1500 Solana Blvd Building 4, Suite 4500 Westlake, Texas (214) 838-5500 (Name, Address and |
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June 14, 2019 |
GSHD / Goosehead Insurance, Inc. S-8 - - S-8 As filed with the Securities and Exchange Commission on June 14, 2019 Registration No. |
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June 6, 2019 |
GSHD / Goosehead Insurance, Inc. / Jones Mark Evan - SC 13D/A Activist Investment SC 13D/A 1 a662019gshd13damarkjones.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 6) Under the Securities Exchange Act of 1934 GOOSEHEAD INSURANCE, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 38267D109 (CUSIP Number) Mark E. Jones 1500 Solana Blvd Building 4, Suite 4500 Wes |