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Goosehead Insurance, Inc (GSHD)

USD52.26 +1.96 (+3.90%)
US NASDAQ Financial Services Insurance - Diversified
Address Building 4 76262
Westlake, TX, US
CEO Mark K. Miller
IPO 2018-04-27
CIK 1726978 ISIN US38267D1090

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Description

Goosehead Insurance, Inc. functions as the parent entity for Goosehead Financial, LLC, an enterprise dedicated to delivering personal lines insurance brokerage services throughout the United States. Its operational framework is divided into two primary segments: a direct Corporate Channel and an expansive Franchise Channel. The firm offers a comprehensive suite of insurance products, encompassing coverage for homeowners, automobiles, and various dwelling properties. Their specialized policies include protection against floods, wind damage, and earthquakes, alongside excess liability (umbrella) coverage. Additionally, they provide policies for motorcycles, recreational vehicles, general liability, other property types, and life insurance. By December 31, 2021, the company's network boasted a total of 2,151 franchised locations. Established in 2003, Goosehead Insurance, Inc. maintains its corporate headquarters in Westlake, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD52.26 +1.96 (+3.90%)
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Volume Profile
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Liquidity & share structure
Average Volume
501.8K
Beta
1.40
Float Shares
21.62M
Free Float %
87.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.38% -16.26% -23.22% -36.55% -51.94% -53.31% -68.23% -37.35% -61.21% +118.35% +118.35%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (18 ratings, all time) Buy
Price Targets & DCF
Current price
52.26
Low 52.00 -0.5%
Consensus 66.00 +26.3%
Median 58.00 +11.0%
High 93.00 +78.0%
DCF (Unlevered) 21.64 -58.6%
DCF (Levered) 29.07 -44.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 46% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 3 0
Hold 6 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
52.00
-0.5%
Last Quarter 6
66.17
+26.6%
Last Year 21
85.48
+63.6%
All Time 37
90.73
+73.6%
Quality scores
Altman Z-Score
2.93
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Diversified: +15.2%
    +16.2% Q1'26: +23.1% (vs Q1'25)
  • EPS growth Insurance - Diversified: +25.3%
    -10.3% Q1'26: +211.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Diversified: +30.2%
    +12.5% Q1'26: +22.8% (vs Q1'25)
  • EBIT margin Insurance - Diversified: +13.5%
    +20.4% Q1'26: +16.4% (vs Q1'25)
  • ROIC Insurance - Diversified: +4.2%
    +42.1% Q1'26: +34.4% (vs Q1'25)
  • Share dilution Insurance - Diversified: +0.0%
    -0.5% Q1'26: -4.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×
    4.10× Q1'26: 5.08× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.62) × ERP
WACC = 79% × Ke + 21% × Kd (6.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 21.64 Current price: 52.26
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
8 EPS Ana.
Dec 2027
8 Rev. Ana.
8 EPS Ana.
Dec 2028
3 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
60.15M
est: 60.75M (-1.0%)
77.49M
est: 83.70M (-7.4%)
117.01M
est: 113.65M (+3.0%)
151.31M
est: 151.42M (-0.1%)
209.39M
est: 203.58M (+2.9%)
261.28M
est: 275.47M (-5.2%)
314.51M
est: 299.04M (+5.2%)
365.30M
est: 359.38M (+1.6%)
419.49M
417.22M – 423.11M
+16.7% YoY
490.74M
483.99M – 496.46M
+17.0% YoY
592.15M
591.30M – 593.01M
+20.7% YoY
427.32M
419.55M – 438.56M
-27.8% YoY
EBITDA
-11.43M
est: 9.06M (-226.2%)
16.22M
est: 12.48M (+30.0%)
23.60M
est: 11.10M (+112.7%)
13.98M
est: 13.14M (+6.4%)
17.24M
est: 12.89M (+33.7%)
42.43M
est: 110.40M (-61.6%)
64.99M
est: 119.85M (-45.8%)
85.91M
est: 144.03M (-40.4%)
168.12M
167.21M – 169.57M
+16.7% YoY
196.68M
193.97M – 198.97M
+17.0% YoY
237.32M
236.97M – 237.66M
+20.7% YoY
171.26M
168.14M – 175.76M
-27.8% YoY
EBIT
-13.95M
est: 7.00M (-299.3%)
14.07M
est: 9.64M (+45.9%)
20.03M
est: 13.09M (+53.0%)
8.86M
est: 17.44M (-49.2%)
10.13M
est: 23.45M (-56.8%)
32.96M
est: 102.66M (-67.9%)
54.04M
est: 111.44M (-51.5%)
74.64M
est: 133.93M (-44.3%)
156.33M
155.48M – 157.68M
+16.7% YoY
182.88M
180.37M – 185.02M
+17.0% YoY
220.68M
220.36M – 220.99M
+20.7% YoY
159.25M
156.35M – 163.44M
-27.8% YoY
Net Income
-8.90M
est: 1.11M (-904.6%)
3.57M
est: 14.66M (-75.7%)
9.29M
est: 5.91M (+57.2%)
5.40M
est: 5.70M (-5.2%)
565.0K
est: 3.31M (-82.9%)
14.14M
est: 28.85M (-51.0%)
30.43M
est: 61.04M (-50.2%)
27.83M
est: 66.35M (-58.1%)
83.97M
82.08M – 85.86M
+26.6% YoY
104.43M
101.94M – 106.91M
+24.4% YoY
128.97M
105.81M – 152.14M
+23.5% YoY
213.38M
208.33M – 220.68M
+65.4% YoY
SGA
71.32M
est: 43.79M (+62.9%)
60.76M
est: 60.33M (+0.7%)
92.35M
est: 91.49M (+0.9%)
134.77M
est: 109.14M (+23.5%)
186.18M
est: 190.10M (-2.1%)
214.72M
est: 167.35M (+28.3%)
67.07M
est: 181.68M (-63.1%)
81.38M
est: 218.34M (-62.7%)
254.85M
253.47M – 257.05M
+16.7% YoY
298.14M
294.04M – 301.61M
+17.0% YoY
359.75M
359.23M – 360.27M
+20.7% YoY
259.61M
254.89M – 266.44M
-27.8% YoY
EPS
-0.66
est: 0.03 (-2,384.5%)
0.70
est: 0.38 (+82.8%)
0.55
est: 0.70 (-21.2%)
0.28
est: 0.51 (-44.6%)
0.03
est: 0.57 (-94.7%)
0.59
est: 0.75 (-21.7%)
1.23
est: 1.59 (-22.7%)
1.11
est: 1.77 (-37.3%)
2.19
2.15 – 2.25
+23.9% YoY
2.74
2.68 – 2.81
+24.7% YoY
3.38
2.78 – 3.99
+23.7% YoY
5.60
5.47 – 5.79
+65.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-26 Piper Sandler Overweight Overweight Maintain
2026-05-14 JP Morgan Neutral Neutral Maintain
2026-04-27 UBS Buy Buy Maintain
2026-04-23 RBC Capital Sector Perform Sector Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-05-27 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-05-26 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-22 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-21 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-20 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-19 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-18 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-05-15 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-14 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-13 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-12 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-11 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-08 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-07 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-06 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-05 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-04 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-01 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-29 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-28 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-27 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-24 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-23 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-22 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-21 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-20 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-17 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-16 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
109.38M
OE per share TTM
2.90
Owner's Yield
8.58%
Maintenance CapEx ratio
55.46%
Maint CapEx / Avg PPE
24.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
223
Total invested
1.15B
Insider transactions (90d)
20
Beneficial owners (>5%)
31
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Mark E. Jones 22.37M 67.11% 931.7K 21.44M 931.7K 10.00 IN, OO U.S.A. 2019-02-14
2 The Mark and Robyn Jones Descendants Trust 2014 14.60M 43.80% 14.60M 10.00 OO U.S.A. 2019-02-14
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 5.22M 10.32% 1.27M 3.70M 1.53M 3.70M IA A California 2022-02-11
4 Virtus Investment Advisers, Inc.04-2453743 3.70M 7.31% 3.70M 3.70M IA A California 2022-02-11
5 LLC 2.10M 17.14% BD New York 2018-05-04
6 Gilder, Gagnon, Howe & Co. LLC 1.83M 13.55% 14.5K 14.5K 1.82M BD New York 2019-02-14
7 85-4328500 1.68M 6.90% 1.67M 1.68M IA Maryland 2024-11-14
8 The Vanguard Group - 23-1945930 1.67M 8.42% 18.3K 1.63M 33.6K IA Pennsylvania For 2022-02-10
9 (1) BlackRock, Inc. 1.26M 6.30% 1.23M 1.26M HC Delaware 2022-02-03
10 Abigail P. Johnson 1.20M 6.82% 1.20M IN Delaware 2021-02-08
11 FMR LLC 1.20M 6.82% 974.3K 1.20M HC Delaware 2021-02-08
12 Wasatch Advisors, Inc. 87-0319391 1.15M 5.80% 1.15M 1.15M IA 2022-02-11
13 Serena Jones 1.12M 3.35% 1.12M 10.00 IN Canada 2019-02-14
14 Durable Capital Partners LP 1.07M 5.30% 1.07M 1.07M IA, PN Delaware 2022-02-11
15 Robyn Jones 940.2K 2.82% 940.2K 10.00 IN U.S.A. 2019-02-14
16 William Blair & Company, L.L.C. 776.8K 4.40% 551.7K 776.8K BD, IA Delaware 2021-02-11
17 Lord, Abbett & Co. LLC 652.7K 3.70% 606.3K 652.7K IA Delaware 2021-02-12
18 Mark E. Jones, Jr. 506.1K 1.52% 506.1K 10.00 IN U.S.A. 2019-02-14
19 Adrienne Jones 498.6K 1.50% 498.6K 10.00 IN U.S.A. 2019-02-14
20 Desiree Coleman 498.6K 1.50% 498.6K 10.00 IN U.S.A. 2019-02-14
21 Lanni Romney 498.6K 1.50% 498.6K 10.00 IN U.S.A. 2019-02-14
22 Lindy Langston 498.6K 1.50% 498.6K 10.00 IN U.S.A. 2019-02-14
23 Camille Peterson 495.5K 1.49% 495.5K 10.00 IN U.S.A. 2019-02-14
24 The Adrienne Morgan Jones Family Trust 2014 297.7K 0.89% 297.7K 10.00 OO U.S.A. 2019-02-14
25 The Camille LaVaun Peterson Family Trust 2014 297.7K 0.89% 297.7K 10.00 OO U.S.A. 2019-02-14
26 The Desiree Robyn Coleman Family Trust 2014 297.7K 0.89% 297.7K 10.00 OO U.S.A. 2019-02-14
27 The Lanni Elaine Romney Family Trust 2014 297.7K 0.89% 297.7K 10.00 OO U.S.A. 2019-02-14
28 The Lindy Jean Langston Family Trust 2014 297.7K 0.89% 297.7K 10.00 OO U.S.A. 2019-02-14
29 The Mark Evan Jones, Jr. Family Trust 2014 297.7K 0.89% 297.7K 10.00 OO U.S.A. 2019-02-14
30 52-0556948 9.3K 0.00% 2.0K 9.3K IA Maryland 2021-02-16
31 95-1411037 13.00 8.00% 1.69M 1.69M IA Delaware 2023-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
223
-46 vs prev Q
New positions
27
Closed positions
72
Increased
115
Reduced
72
Put/Call ratio
0.85
Calls held
22.1K
Puts held
18.8K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 520.0K +520.0K (+100.0%) 41.89B +41.9B (+100.0%) 2.07% +2.068 pp 21.57% +21.567 pp USD73.65 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 3.61M +42.9K (+1.2%) 265.57M +417.5K (+0.2%) 14.57% +0.444 pp 0.00% 0.000 pp USD89.81 -18.0% 6 qtrs
3 VANGUARD GROUP INC 2.56M -23.8K (-0.9%) 188.90M -3.7M (-1.9%) 10.37% +0.100 pp 0.00% 0.000 pp USD72.36 +1.8% 31 qtrs
4 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.01M -115.4K (-5.4%) 148.10M -10.1M (-6.4%) 8.13% -0.305 pp 0.40% +0.012 pp USD47.29 +55.7% 27 qtrs
5 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 2.00M +556.3K (+38.5%) 147.45M +39.9M (+37.0%) 8.02% +2.283 pp 0.09% +0.027 pp USD73.83 -0.2% 8 qtrs
6 WASATCH ADVISORS LP 1.73M -483.0K (-21.8%) 127.65M -37.3M (-22.6%) 6.89% -1.897 pp 0.76% -0.129 pp USD69.88 +5.4% 31 qtrs
7 CAPITAL WORLD INVESTORS 1.69M +— (+0.0%) 124.32M -1.3M (-1.0%) 6.71% +0.018 pp 0.02% 0.000 pp USD52.99 +39.0% 19 qtrs
8 DURABLE CAPITAL PARTNERS LP 1.56M +20.8K (+1.3%) 115.11M +343.2K (+0.3%) 6.32% +0.201 pp 1.09% +0.239 pp USD87.95 -16.3% 3 qtrs
9 DF DENT & CO INC 1.04M +32.2K (+3.2%) 76.94M +1.6M (+2.1%) 4.22% +0.207 pp 1.11% +0.134 pp USD56.03 +31.4% 16 qtrs
10 STATE STREET CORP 1.03M -32.0K (-3.0%) 75.73M -3.2M (-4.0%) 4.16% -0.049 pp 0.00% 0.000 pp USD75.67 -2.7% 31 qtrs
11 BALYASNY ASSET MANAGEMENT L.P. 791.4K -137.2K (-14.8%) 58.29M -10.8M (-15.7%) 3.15% -0.536 pp 0.07% -0.014 pp USD96.50 -23.7% 4 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 716.1K -3.2K (-0.4%) 52.75M -788.5K (-1.5%) 2.89% +0.042 pp 0.00% 0.000 pp USD72.83 +1.1% 31 qtrs
13 DIMENSIONAL FUND ADVISORS LP 448.1K -3.5K (-0.8%) 33.00M -606.4K (-1.8%) 1.78% -0.009 pp 0.01% 0.000 pp USD69.60 +5.8% 29 qtrs
14 AKRE CAPITAL MANAGEMENT LLC 371.1K +5.0K (+1.4%) 27.33M +84.2K (+0.3%) 1.48% +0.024 pp 0.30% +0.028 pp USD60.73 +21.3% 29 qtrs
15 GOLDMAN SACHS GROUP INC 361.6K +99.4K (+37.9%) 26.63M +7.1M (+36.5%) 1.46% +0.422 pp 0.00% +0.001 pp USD89.42 -17.6% 27 qtrs
16 MORGAN STANLEY 297.4K -26.9K (-8.3%) 21.90M -2.2M (-9.2%) 1.20% -0.084 pp 0.00% 0.000 pp USD66.28 +11.1% 31 qtrs
17 WHITEBARK INVESTORS LP 269.3K -69.7K (-20.6%) 19.84M -5.4M (-21.4%) 1.09% -0.256 pp 11.95% -0.063 pp USD107.22 -31.3% 5 qtrs
18 BANK OF AMERICA CORP /DE/ 256.8K +22.6K (+9.7%) 18.91M +1.5M (+8.5%) 1.04% +0.109 pp 0.00% +0.000 pp USD78.19 -5.8% 31 qtrs
19 NORTHERN TRUST CORP 241.1K -14.6K (-5.7%) 17.76M -1.3M (-6.7%) 0.96% -0.055 pp 0.00% 0.000 pp USD67.91 +8.5% 31 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 227.6K +467.0 (+0.2%) 16.76M -140.5K (-0.8%) 0.91% +0.004 pp 0.00% 0.000 pp USD72.52 +1.6% 31 qtrs
21 3G CAPITAL PARTNERS LP 225.0K +100.0K (+80.0%) 16.57M +7.3M (+78.1%) 0.91% +0.414 pp 3.91% +1.703 pp USD80.92 -9.0% 11 qtrs
22 RIVERBRIDGE PARTNERS LLC 210.4K -10.2K (-4.6%) 15.50M -920.4K (-5.6%) 0.84% -0.038 pp 0.29% +0.014 pp USD82.37 -10.6% 24 qtrs
23 FREESTONE GROVE PARTNERS LP 188.3K +188.3K (+100.0%) 13.87M +13.9M (+100.0%) 0.76% +0.761 pp 0.10% +0.100 pp USD73.65 +0.0% 5 qtrs
24 PRINCIPAL FINANCIAL GROUP INC 178.4K +18.1K (+11.3%) 13.14M +1.2M (+10.1%) 0.71% +0.074 pp 0.01% +0.001 pp USD81.47 -9.6% 10 qtrs
25 WELLS FARGO & COMPANY/MN 171.9K +2.2K (+1.3%) 12.66M +33.1K (+0.3%) 0.69% +0.022 pp 0.00% 0.000 pp USD65.23 +12.9% 31 qtrs
26 D. E. SHAW & CO., INC. 169.0K -33.5K (-16.6%) 12.45M -2.6M (-17.4%) 0.67% -0.131 pp 0.01% -0.002 pp USD102.40 -28.1% 13 qtrs
27 UBS GROUP AG 156.0K +32.9K (+26.7%) 11.49M +2.3M (+25.4%) 0.63% +0.142 pp 0.00% +0.000 pp USD100.57 -26.8% 31 qtrs
28 JACOBSON & SCHMITT ADVISORS, LLC 152.8K +16.2K (+11.9%) 11.25M +1.1M (+10.7%) 0.61% +0.066 pp 1.89% +0.151 pp USD77.01 -4.4% 19 qtrs
29 SEI INVESTMENTS CO 149.4K -20.8K (-12.2%) 11.00M -1.7M (-13.2%) 0.59% -0.081 pp 0.01% -0.003 pp USD61.43 +19.9% 27 qtrs
30 BANK OF NEW YORK MELLON CORP 146.6K +2.6K (+1.8%) 10.80M +82.8K (+0.8%) 0.58% +0.012 pp 0.00% 0.000 pp USD73.52 +0.2% 31 qtrs
31 KING LUTHER CAPITAL MANAGEMENT CORP 140.0K +16.8K (+13.6%) 10.31M +1.1M (+12.4%) 0.56% +0.068 pp 0.04% +0.004 pp USD51.53 +42.9% 31 qtrs
32 MILLENNIUM MANAGEMENT LLC 126.5K +28.8K (+29.5%) 9.32M +2.0M (+28.1%) 0.51% +0.124 pp 0.00% +0.001 pp USD87.94 -16.2% 22 qtrs
33 MOTLEY FOOL WEALTH MANAGEMENT, LLC 122.5K +37.7K (+44.4%) 9.02M +2.7M (+43.0%) 0.49% +0.151 pp 0.70% +0.272 pp USD67.44 +9.2% 16 qtrs
34 LIGHTHOUSE INVESTMENT PARTNERS, LLC 120.3K +120.3K (+100.0%) 8.86M +8.9M (+100.0%) 0.49% +0.486 pp 0.27% +0.266 pp USD73.65 +0.0% 1 qtrs NEW
35 MOTLEY FOOL ASSET MANAGEMENT LLC 113.0K +27.4K (+32.1%) 8.32M +2.0M (+30.7%) 0.45% +0.110 pp 0.32% +0.061 pp USD66.29 +11.1% 27 qtrs
36 SELECT EQUITY GROUP, L.P. 112.8K +47.0K (+71.3%) 8.31M +3.4M (+69.6%) 0.46% +0.195 pp 0.04% +0.016 pp USD87.13 -15.5% 4 qtrs
37 SEGALL BRYANT & HAMILL, LLC 101.4K +4.5K (+4.6%) 7.47M +254.7K (+3.5%) 0.41% +0.025 pp 0.10% +0.005 pp USD69.55 +5.9% 30 qtrs
38 TREXQUANT INVESTMENT LP 94.4K +75.9K (+411.5%) 6.95M +5.6M (+406.2%) 0.38% +0.308 pp 0.06% +0.048 pp USD73.80 -0.2% 2 qtrs
39 EWING MORRIS & CO. INVESTMENT PARTNERS LTD. 86.7K +8.3K (+10.6%) 6.46M +628.2K (+10.8%) 0.35% +0.039 pp 2.82% +0.326 pp USD75.79 -2.8% 10 qtrs
40 ANNEX ADVISORY SERVICES, LLC 87.2K -55.7K (-39.0%) 6.42M -4.2M (-39.6%) 0.35% -0.220 pp 0.12% -0.104 pp USD105.02 -29.9% 4 qtrs
41 PUBLIC SECTOR PENSION INVESTMENT BOARD 86.2K -12.6K (-12.8%) 6.35M -1.0M (-13.7%) 0.35% -0.044 pp 0.02% -0.006 pp USD86.75 -15.1% 10 qtrs
42 AMERIPRISE FINANCIAL INC 81.9K -21.6K (-20.8%) 6.04M -1.7M (-21.7%) 0.33% -0.085 pp 0.00% 0.000 pp USD100.12 -26.4% 12 qtrs
43 JACOBS LEVY EQUITY MANAGEMENT, INC 79.9K -259.0K (-76.4%) 5.89M -19.3M (-76.7%) 0.32% -1.021 pp 0.02% -0.078 pp USD74.42 -1.0% 2 qtrs
44 NATIXIS ADVISORS, L.P. 75.6K +21.6K (+40.0%) 5.57M +1.6M (+38.6%) 0.30% +0.087 pp 0.01% +0.002 pp USD62.68 +17.5% 15 qtrs
45 SQUAREPOINT OPS LLC 71.3K +68.3K (+2,290.9%) 5.25M +5.0M (+2,266.2%) 0.28% +0.272 pp 0.01% +0.005 pp USD73.68 0.0% 2 qtrs
46 STATE OF WISCONSIN INVESTMENT BOARD 70.6K +3.9K (+5.8%) 5.20M +234.0K (+4.7%) 0.28% +0.016 pp 0.01% +0.000 pp USD75.84 -2.9% 22 qtrs
47 ROYAL BANK OF CANADA 67.3K -96.3K (-58.9%) 4.96M -7.2M (-59.3%) 0.27% -0.377 pp 0.00% -0.001 pp USD77.11 -4.5% 30 qtrs
48 RHUMBLINE ADVISERS 66.9K -2.1K (-3.1%) 4.93M -208.5K (-4.1%) 0.27% -0.003 pp 0.00% 0.000 pp USD71.32 +3.3% 31 qtrs
49 LEGAL & GENERAL GROUP PLC 65.8K -4.0K (-5.7%) 4.85M -347.1K (-6.7%) 0.26% -0.015 pp 0.00% 0.000 pp USD77.86 -5.4% 31 qtrs
50 ENVESTNET ASSET MANAGEMENT INC 65.4K -16.9K (-20.5%) 4.82M -1.3M (-21.3%) 0.26% -0.062 pp 0.00% 0.000 pp USD72.25 +1.9% 29 qtrs
51 HRT FINANCIAL LP 61.6K +41.7K (+209.8%) 4.53M +3.1M (+206.8%) 0.25% +0.170 pp 0.01% +0.009 pp USD73.90 -0.3% 2 qtrs
52 TUDOR INVESTMENT CORP ET AL 59.9K +59.9K (+100.0%) 4.41M +4.4M (+100.0%) 0.24% +0.238 pp 0.01% +0.008 pp USD73.65 +0.0% 1 qtrs NEW
53 NUVEEN, LLC 58.5K -1.8K (-3.0%) 4.31M -179.6K (-4.0%) 0.24% -0.003 pp 0.00% 0.000 pp USD118.06 -37.6% 4 qtrs
54 MARSHALL WACE, LLP 56.3K +56.3K (+100.0%) 4.15M +4.2M (+100.0%) 0.23% +0.228 pp 0.00% +0.004 pp USD73.65 +0.0% 7 qtrs
55 GRANDEUR PEAK GLOBAL ADVISORS, LLC 50.4K +1.8K (+3.7%) 3.71M +96.1K (+2.7%) 0.20% +0.008 pp 0.50% +0.015 pp USD70.18 +4.9% 31 qtrs
56 SWISS NATIONAL BANK 50.0K +1.4K (+2.9%) 3.68M +65.7K (+1.8%) 0.20% +0.006 pp 0.00% +0.000 pp USD69.42 +6.1% 25 qtrs
57 PHOCAS FINANCIAL CORP. 49.8K +49.8K (+100.0%) 3.67M +3.7M (+100.0%) 0.20% +0.198 pp 0.48% +0.477 pp USD73.65 +0.0% 1 qtrs NEW
58 TD ASSET MANAGEMENT INC 48.5K +18.6K (+61.9%) 3.58M +1.3M (+60.2%) 0.19% +0.074 pp 0.00% +0.001 pp USD72.10 +2.1% 8 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 48.2K +378.0 (+0.8%) 3.55M -9.0K (-0.3%) 0.19% +0.002 pp 0.00% +0.000 pp USD89.56 -17.8% 23 qtrs
60 JANE STREET GROUP, LLC 44.2K -58.3K (-56.9%) 3.25M -4.4M (-57.3%) 0.18% -0.228 pp 0.00% -0.001 pp USD74.42 -1.0% 20 qtrs
61 VOLORIDGE INVESTMENT MANAGEMENT, LLC 40.3K +7.1K (+21.4%) 2.97M +497.3K (+20.1%) 0.16% +0.031 pp 0.01% +0.002 pp USD92.98 -20.8% 6 qtrs
62 RAYMOND JAMES FINANCIAL INC 38.2K +34.5K (+941.8%) 2.81M +2.5M (+931.0%) 0.15% +0.137 pp 0.00% +0.001 pp USD77.40 -4.8% 5 qtrs
63 STIFEL FINANCIAL CORP 38.2K +495.0 (+1.3%) 2.81M +7.4K (+0.3%) 0.15% +0.002 pp 0.00% +0.000 pp USD60.12 +22.5% 25 qtrs
64 BARCLAYS PLC 37.0K -22.3K (-37.6%) 2.72M -2.6M (-48.5%) 0.15% -0.086 pp 0.00% -0.001 pp USD84.45 -12.8% 31 qtrs
65 TWO SIGMA INVESTMENTS, LP 33.5K +29.2K (+679.0%) 2.47M +2.1M (+671.0%) 0.14% +0.118 pp 0.00% +0.003 pp USD73.21 +0.6% 16 qtrs
66 RUSSELL INVESTMENTS GROUP, LTD. 29.5K -25.7K (-46.5%) 2.18M -1.9M (-47.1%) 0.12% -0.102 pp 0.00% -0.002 pp USD75.60 -2.6% 31 qtrs
67 DARK FOREST CAPITAL MANAGEMENT LP 29.2K +7.7K (+36.0%) 2.15M +552.1K (+34.6%) 0.12% +0.031 pp 0.10% +0.050 pp USD74.22 -0.8% 7 qtrs
68 INVESCO LTD. 28.0K -10.5K (-27.3%) 2.06M -804.1K (-28.0%) 0.11% -0.040 pp 0.00% 0.000 pp USD92.88 -20.7% 27 qtrs
69 MAN GROUP PLC 27.0K +2.6K (+10.5%) 1.99M +169.4K (+9.3%) 0.11% +0.010 pp 0.00% +0.000 pp USD104.31 -29.4% 10 qtrs
70 DAIWA SECURITIES GROUP INC. 26.8K +2.3K (+9.3%) 1.98M +149.0K (+8.2%) 0.11% +0.009 pp 0.01% +0.000 pp USD61.16 +20.4% 25 qtrs
71 ALLIANCEBERNSTEIN L.P. 26.1K -445.0 (-1.7%) 1.92M -53.2K (-2.7%) 0.11% +0.000 pp 0.00% +0.000 pp USD72.33 +1.8% 30 qtrs
72 NEXT CENTURY GROWTH INVESTORS LLC 26.1K -36.5K (-58.4%) 1.92M -2.7M (-58.8%) 0.11% -0.143 pp 0.13% -0.206 pp USD75.63 -2.6% 8 qtrs
73 OPPENHEIMER ASSET MANAGEMENT INC. 26.0K -2.8K (-9.7%) 1.92M -227.0K (-10.6%) 0.10% -0.011 pp 0.02% +0.000 pp USD73.52 +0.2% 25 qtrs
74 PFS PARTNERS, LLC 24.5K +— (+0.0%) 1.81M -18.9K (-1.0%) 0.10% +0.000 pp 0.83% -0.042 pp USD126.02 -41.6% 17 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 24.3K +775.0 (+3.3%) 1.79M +39.0K (+2.2%) 0.10% +0.003 pp 0.00% +0.000 pp USD66.10 +11.4% 31 qtrs
76 PRUDENTIAL FINANCIAL INC 23.1K -2.1K (-8.3%) 1.72M -153.0K (-8.2%) 0.09% -0.007 pp 0.00% 0.000 pp USD64.03 +15.0% 12 qtrs
77 JPMORGAN CHASE & CO 21.8K +765.0 (+3.6%) 1.60M +40.2K (+2.6%) 0.09% +0.003 pp 0.00% +0.000 pp USD77.94 -5.5% 31 qtrs
78 GREAT WEST LIFE ASSURANCE CO /CAN/ 21.7K -5.5K (-20.3%) 1.60M -402.0K (-20.1%) 0.09% -0.020 pp 0.00% 0.000 pp USD67.73 +8.7% 25 qtrs
79 QUANTINNO CAPITAL MANAGEMENT LP 20.9K +17.1K (+457.1%) 1.54M +1.3M (+451.3%) 0.08% +0.068 pp 0.00% +0.002 pp USD73.79 -0.2% 2 qtrs
80 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 20.4K -16.5K (-44.7%) 1.51M -1.2M (-45.3%) 0.08% -0.064 pp 0.00% -0.004 pp USD102.57 -28.2% 29 qtrs
81 DEUTSCHE BANK AG\ 20.0K +1.2K (+6.5%) 1.47M +74.8K (+5.4%) 0.08% +0.005 pp 0.00% +0.000 pp USD94.39 -22.0% 31 qtrs
82 FUTURE FUND LLC 20.0K +5.8K (+40.9%) 1.47M +416.4K (+39.4%) 0.08% +0.023 pp 0.47% +0.094 pp USD87.88 -16.2% 3 qtrs
83 ONE CAPITAL MANAGEMENT, LLC 20.0K +5.8K (+40.9%) 1.47M +416.4K (+39.4%) 0.08% +0.023 pp 0.04% +0.011 pp USD87.88 -16.2% 3 qtrs
84 BNP PARIBAS ARBITRAGE, SNC 18.9K +3.4K (+21.9%) 1.39M +238.2K (+20.7%) 0.08% +0.015 pp 0.00% +0.000 pp USD79.67 -7.6% 31 qtrs
85 FMR LLC 18.8K +17.2K (+1,089.1%) 1.38M +1.3M (+1,077.0%) 0.07% +0.068 pp 0.00% +0.000 pp USD75.04 -1.9% 24 qtrs
86 THRIVENT FINANCIAL FOR LUTHERANS 17.1K -1.2K (-6.4%) 1.26M -100.0K (-7.3%) 0.07% -0.005 pp 0.00% 0.000 pp USD76.22 -3.4% 10 qtrs
87 PANAGORA ASSET MANAGEMENT INC 16.8K -1.8K (-9.7%) 1.24M -146.8K (-10.6%) 0.07% -0.007 pp 0.00% -0.001 pp USD105.24 -30.0% 3 qtrs
88 NEW AGE ALPHA ADVISORS, LLC 16.2K +15.0K (+1,185.5%) 1.20M +1.1M (+1,172.2%) 0.06% +0.060 pp 0.05% +0.048 pp USD76.21 -3.4% 5 qtrs
89 PRICE T ROWE ASSOCIATES INC /MD/ 16.2K -218.5K (-93.1%) 1.19M -16.3M (-93.2%) 0.07% -0.865 pp 0.00% -0.002 pp USD75.20 -2.1% 11 qtrs
90 WINTON GROUP LTD 15.1K +997.0 (+7.1%) 1.11M +62.6K (+6.0%) 0.06% +0.004 pp 0.04% -0.001 pp USD81.07 -9.2% 22 qtrs
91 NEW YORK STATE COMMON RETIREMENT FUND 15.1K +6.8K (+82.0%) 1.11M +494.1K (+80.2%) 0.06% +0.027 pp 0.00% +0.001 pp USD70.03 +5.2% 31 qtrs
92 PATHSTONE HOLDINGS, LLC 15.0K +1.5K (+11.0%) 1.10M +99.4K (+9.9%) 0.06% +0.007 pp 0.00% +0.000 pp USD80.08 -8.0% 8 qtrs
93 POINT72 ASSET MANAGEMENT, L.P. 14.8K +14.8K (+100.0%) 1.09M +1.1M (+100.0%) 0.06% +0.059 pp 0.00% +0.001 pp USD73.65 +0.0% 1 qtrs NEW
94 B. METZLER SEEL. SOHN & CO. AG 14.6K +969.0 (+7.1%) 1.07M +60.9K (+6.0%) 0.06% +0.004 pp 0.01% +0.000 pp USD69.45 +6.0% 17 qtrs
95 INDEX FUND ADVISORS, INC. 14.3K -2.0 (0.0%) 1.05M -11.2K (-1.0%) 0.06% +0.000 pp 0.05% -0.002 pp USD105.51 -30.2% 3 qtrs
96 STATE OF ALASKA, DEPARTMENT OF REVENUE 13.9K -55.0 (-0.4%) 1.02M -15.0K (-1.4%) 0.06% 0.000 pp 0.01% +0.000 pp USD77.50 -5.0% 10 qtrs
97 METLIFE INVESTMENT MANAGEMENT, LLC 13.6K -647.0 (-4.5%) 1.00M -58.6K (-5.5%) 0.05% -0.002 pp 0.00% 0.000 pp USD68.01 +8.3% 30 qtrs
98 GSA CAPITAL PARTNERS LLP 13.0K +9.9K (+320.5%) 957.0K +727.0K (+316.1%) 0.05% +0.039 pp 0.08% +0.063 pp USD73.83 -0.2% 2 qtrs
99 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 12.8K -207.0 (-1.6%) 940.0K -25.0K (-2.6%) 0.05% -0.001 pp 0.00% 0.000 pp USD76.26 -3.4% 10 qtrs
100 CREATIVE PLANNING 12.5K +12.5K (+100.0%) 920.4K +920.4K (+100.0%) 0.05% +0.050 pp 0.00% +0.001 pp USD73.65 +0.0% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 114 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Motley Fool Small-Cap Growth ETF TMFS 3.01% 1.90M 0.85%
2 Goldman Sachs Small Cap Equity ETF GSC 1.00% 2.88M 0.80%
3 AdvisorShares Insider Advantage ETF SURE 1.00% 562.2K 1.00%
4 Invesco S&P SmallCap Financials ETF PSCF 0.28% 74.2K 0.29%
5 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.12% 1.61M 0.38%
6 iShares Ageing Population UCITS ETF AGED.L 0.12% 1.02M 0.40%
7 Invesco S&P SmallCap 600 UCITS ETF USML.L 0.10% 398.5K 0.14%
8 iShares S&P Small-Cap 600 Growth ETF IJT 0.10% 8.07M 0.18%
9 State Street SPDR S&P 600 Small Cap Growth ETF SLYG 0.09% 4.83M 0.15%
10 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.09% 246.1K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.84
Neutral
Ratio by volume
0.68
Neutral
Buys
21
Sells
25
Shares acquired
447.7K
Shares disposed
657.6K
Cash buys
4.00
Cash sales
11.00
Net activity
-209,871
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-28 Martin John Arthur Officer P-Purchase A Class A Common Stock 5,000 34.73 173.7K 5,000 D
2026-05-27 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 9,588 0.00 6,995,180 D
2026-05-26 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 45,588 0.00 7,004,768 D
2026-05-22 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 82,689 0.00 7,050,356 D
2026-05-21 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 70,751 0.00 70,751 D
2026-05-18 Thornthwaite Martin Ellis Officer P-Purchase A Class A Common Stock 5,000 41.50 207.5K 5,000 D
2026-05-15 Jones Mark E. Jr. Officer / 10% Owner P-Purchase A Class A Common Stock 2,650 37.50 99.4K 7,014 D
2026-05-14 Miller Mark Director / Officer P-Purchase A Class A Common Stock 5,000 36.89 184.5K 40,000 D
2026-05-05 Wade William Francis Jr Director A-Award A Director Stock Options (right to buy) 13,979 42.46 593.5K 13,979 D
2026-05-05 Reid James Director A-Award A Director Stock Options (right to buy) 13,979 42.46 593.5K 13,979 D
2026-05-05 Langston Patrick Ryan 10% Owner A-Award A Director Stock Options (right to buy) 6,989 42.46 296.8K 6,989 D
2026-05-05 Lane Peter R. Director A-Award A Director Stock Options (right to buy) 13,979 42.46 593.5K 13,979 D
2026-05-05 Jones Robyn Mary Elizabeth Director / 10% Owner A-Award A Director Stock Options (right to buy) 13,979 42.46 593.5K 13,979 D
2026-05-05 Goldberg Louis Director A-Award A Director Stock Options (right to buy) 13,979 42.46 593.5K 13,979 D
2026-05-05 Cruzado Waded Director A-Award A Director Stock Options (right to buy) 13,979 42.46 593.5K 13,979 D
2026-05-01 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 5,090 0.00 7,203,796 D
2026-04-29 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 5,307 48.07 255.1K 0 D
2026-04-28 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 179 0.00 179 D
2026-04-20 Martin John Arthur Officer A-Award A Employee Stock Options (right to buy) 40,000 49.12 1.96M 40,000 D
2026-04-20 Jones Mark E. Jr. Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 50,000 49.12 2.46M 50,000 D
2026-04-03 Thornthwaite Martin Ellis Officer A-Award A Employee Stock Options (right to buy) 30,000 46.68 1.40M 30,000 D
2026-03-30 Thornthwaite Martin Ellis Officer 0 0.00 0
2026-02-20 Goldberg Louis Director P-Purchase A Class A Common Stock 5,575 44.85 250.0K 5,575 D
2026-02-18 Goldberg Louis Director Class A Common Stock 0 0.00 5,575 D
2026-01-02 O'Connor John Terry Officer A-Award A Employee Stock Options (right to buy) 15,000 77.18 1.16M 15,000 D
2026-01-02 Miller Mark Director / Officer A-Award A Employee Stock Options (right to buy) 110,000 77.18 8.49M 110,000 D
2026-01-02 Jones Mark Evan Director / Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 100,000 77.18 7.72M 100,000 D
2026-01-02 Jones Mark E. Jr. Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 90,000 77.18 6.95M 90,000 D
2025-12-01 McConnon Thomas Director S-Sale D Class A Common Stock 67,986 73.60 5.00M 271,022 I
2025-11-28 Miller Mark Director / Officer P-Purchase A Class A Common Stock 5,000 72.34 361.7K 35,000 D
2025-11-26 O'Connor John Terry Officer P-Purchase A Class A Common Stock 2,100 71.81 150.8K 3,100 D
2025-10-27 Jones Mark E. Jr. Officer / 10% Owner P-Purchase A Class A Common Stock 866 74.44 64.5K 4,364 D
2025-08-28 SLJ 2025 Grantor Retained Annuity Trust 10% Owner Class B Common Stock 0 0.00 114,777 D
2025-08-26 Jones Mark E. Jr. Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 20,000 95.27 1.91M 20,000 D
2025-08-22 Joshua Thomas Jones Trust 10% Owner Class B Common Stock 0 0.00 9,787 D
2025-08-22 Jones Serena 10% Owner G-Gift A LLC Units in Goosehead Financial, LLC 9,788 0.00 9,788 I
2025-08-22 Emily Marie Jones Trust 10% Owner Class B Common Stock 0 0.00 9,787 D
2025-08-22 Brendan Scot Jones Trust 10% Owner Class B Common Stock 0 0.00 9,787 D
2025-08-22 Benjamin Douglas Jones Trust 10% Owner Class B Common Stock 0 0.00 9,788 D
2025-08-22 Alexandra Nicole Rogers Trust 10% Owner LLC Units in Goosehead Financial, LLC 9,788 0.00 0 D
2025-08-19 KEBODEAUX ADRIENNE 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 3,000 0.00 285,027 D
2025-08-15 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 600 87.01 52.2K 0 D
2025-08-14 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 17,831 87.38 1.56M 3,560 D
2025-08-13 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 4,445 87.36 388.3K 35,659 D
2025-08-12 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 1,115 88.06 98.2K 0 D
2025-08-11 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 45,998 0.00 7,344,683 D
2025-08-08 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 14,517 87.17 1.27M 200 D
2025-08-07 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 6,175 87.14 538.1K 0 D
2025-08-06 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 12,153 87.60 1.06M 0 D
2025-08-05 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 900 89.41 80.5K 0 D
2025-07-31 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 31,516 0.00 7,424,626 D
2025-07-29 Jones Mark E. Jr. Officer / 10% Owner P-Purchase A Class A Common Stock 1,149 86.08 98.9K 3,491 D
2025-05-28 Langston Lindy 10% Owner S-Sale D Class A Common Stock 2,853 110.16 314.3K 0 D
2025-05-27 Langston Lindy 10% Owner S-Sale D Class A Common Stock 11,042 110.20 1.22M 0 D
2025-05-21 Jones Mark Evan Director / Officer / 10% Owner G-Gift D Class A Common Stock 100 0.00 38,851 D
2025-05-20 Langston Lindy 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 1,105 0.00 213,974 D
2025-05-15 Jones Robyn Mary Elizabeth Director / 10% Owner G-Gift D Class A Common Stock 92,000 0.00 71,565 D
2025-05-14 O'Connor John Terry Officer S-Sale D Class A Common Stock 2,500 104.42 261.1K 1,000 D
2025-05-14 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 200 105.20 21.0K 0 D
2025-05-13 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 93,983 105.51 9.92M 0 D
2025-05-12 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 5,800 102.20 592.8K 44,200 D
2025-05-09 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 37,221 0.00 7,638,840 D
2025-05-08 McConnon Thomas Director D-Return D Director Stock Options (right to buy) 6,667 92.08 613.9K 6,000 D
2025-05-08 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 30,081 0.00 30,081 D
2025-05-08 Cruzado Waded Director D-Return D Director Stock Options (right to buy) 6,667 92.08 613.9K 6,000 D
2025-05-06 Wade William Francis Jr Director A-Award A Director Stock Options (right to buy) 6,586 102.70 676.4K 6,586 D
2025-05-06 Reid James Director A-Award A Director Stock Options (right to buy) 6,586 102.70 676.4K 6,586 D
2025-05-06 McConnon Thomas Director A-Award A Director Stock Options (right to buy) 6,586 102.70 676.4K 6,586 D
2025-05-06 Langston Patrick Ryan 10% Owner A-Award A Director Stock Options (right to buy) 3,293 102.70 338.2K 3,293 D
2025-05-06 Lane Peter R. Director A-Award A Director Stock Options (right to buy) 6,586 102.70 676.4K 6,586 D
2025-05-06 Jones Robyn Mary Elizabeth Director / 10% Owner A-Award A Director Stock Options (right to buy) 6,586 102.70 676.4K 6,586 D
2025-05-06 Cruzado Waded Director A-Award A Director Stock Options (right to buy) 6,586 102.70 676.4K 6,586 D
2025-04-16 Wade William Francis Jr Director 0 0.00 0
2025-03-25 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 27,427 0.00 27,427 D
2025-03-24 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 18,526 120.29 2.23M 25,186 D
2025-03-12 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 500 0.00 7,777,281 D
2025-03-06 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 3,761 120.55 453.4K 5,000 D
2025-03-05 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 2,100 124.35 261.1K 0 D
2025-02-28 McConnon Thomas Director S-Sale D Class A Common Stock 28,000 123.21 3.45M 339,008 I
2025-02-28 Jones Mark Evan Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,003 121.50 243.4K 38,951 D
2025-02-28 Jones Mark E. Jr. Officer / 10% Owner P-Purchase A Class A Common Stock 1,010 118.02 119.2K 2,342 D
2025-02-28 Cruzado Waded Director S-Sale D Class A Common Stock 1,002 119.77 120.0K 643 D
2025-01-02 O'Connor John Terry Officer A-Award A Employee Stock Options (right to buy) 17,000 115.72 1.97M 17,000 D
2025-01-02 Miller Mark Director / Officer A-Award A Employee Stock Options (right to buy) 80,000 115.72 9.26M 80,000 D
2025-01-02 Jones Mark Evan Director / Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 80,000 115.72 9.26M 80,000 D
2025-01-02 Jones Mark E. Jr. Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 45,000 115.72 5.21M 45,000 D
2024-11-07 Miller Mark Director / Officer M-Exempt D Director Stock Options (right to buy) 58,327 10.00 583.3K 0 D
2024-11-06 Miller Mark Director / Officer M-Exempt D Director Stock Options (right to buy) 3,295 10.00 33.0K 58,327 D
2024-11-01 Jones Robyn Mary Elizabeth Director / 10% Owner G-Gift D Class A Common Stock 9,100 0.00 163,565 D
2024-10-24 KEBODEAUX ADRIENNE 10% Owner C-Conversion D Class B Common Stock 43,928 0.00 288,027 D
2024-10-16 KEBODEAUX ADRIENNE 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 6,072 0.00 331,955 D
2024-10-15 Langston Patrick Ryan 10% Owner S-Sale D Class A Common Stock 10,000 95.35 953.5K 5,000 D
2024-09-30 Langston Patrick Ryan 10% Owner M-Exempt D Employee Stock Options (right to buy) 2,167 40.88 88.6K 61,000 D
2024-09-27 Langston Patrick Ryan 10% Owner M-Exempt D Employee Stock Options (right to buy) 3,019 40.88 123.4K 63,167 D
2024-09-25 Langston Patrick Ryan 10% Owner S-Sale D Class A Common Stock 4,814 90.26 434.5K 5,000 D
2024-08-29 Jones Mark Evan Director / Officer / 10% Owner G-Gift D Class A Common Stock 500 0.00 38,951
2024-08-26 Jones Mark Evan Director / Officer / 10% Owner M-Exempt A Class A Common Stock 8,977 10.00 89.8K 48,428
2024-08-23 McConnon Thomas Director J-Other A Class A Common Stock 44,626 80.51 3.59M 44,626
2024-08-23 Jones Robyn Mary Elizabeth Director / 10% Owner G-Gift D Class A Common Stock 625 0.00 172,665
2024-08-21 Jones Mark Evan Director / Officer / 10% Owner S-Sale D Class A Common Stock 14,030 82.96 1.16M 39,451
2024-08-20 Jones Mark Evan Director / Officer / 10% Owner M-Exempt D Employee Stock Options (right to buy) 200 10.00 2.0K 23,007
2024-08-19 Jones Robyn Mary Elizabeth Director / 10% Owner G-Gift D Class A Common Stock 6,000 0.00 173,290
2024-08-19 Jones Mark Evan Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,053 85.38 602.2K 44,097
2024-08-16 Jones Mark Evan Director / Officer / 10% Owner M-Exempt A Class A Common Stock 10,418 10.00 104.2K 49,869
2024-08-15 Langston Patrick Ryan 10% Owner M-Exempt D Employee Stock Options (right to buy) 7,674 40.88 313.7K 71,000
2024-08-14 Langston Patrick Ryan 10% Owner M-Exempt D Employee Stock Options (right to buy) 2,326 40.88 95.1K 78,674
2024-08-13 Jones Robyn Mary Elizabeth Director / 10% Owner G-Gift D Class A Common Stock 2,000 0.00 179,290
2024-08-01 Jones Mark Evan Director / Officer / 10% Owner G-Gift D Class A Common Stock 150,000 0.00 39,451
2024-07-01 Pattillo Brian Officer D Employee Stock Options (right to buy) 12,000 40.88 490.6K 0
2024-07-01 Miller Mark Director / Officer A-Award A Employee Stock Options (right to buy) 50,000 61.35 3.07M 50,000
2024-05-24 Jones Mark Evan Director / Officer / 10% Owner G-Gift D Class A Common Stock 100 0.00 189,451
2024-05-07 Reid James Director A-Award A Director Stock Options (right to buy) 10,000 61.01 610.1K 10,000
2024-05-07 McConnon Thomas Director A-Award A Director Stock Options (right to buy) 10,000 61.01 610.1K 10,000
2024-05-07 Langston Patrick Ryan 10% Owner A-Award A Director Stock Options (right to buy) 5,000 61.01 305.1K 5,000
2024-05-07 Lane Peter R. Director A-Award A Director Stock Options (right to buy) 10,000 61.01 610.1K 10,000
2024-05-07 Jones Robyn Mary Elizabeth Director / 10% Owner A-Award A Director Stock Options (right to buy) 10,000 61.01 610.1K 10,000
2024-05-07 Cruzado Waded Director A-Award A Director Stock Options (right to buy) 10,000 61.01 610.1K 10,000
2024-05-02 Cruzado Waded Director M-Exempt D Director Stock Options (right to buy) 300 58.00 17.4K 14,700
2024-04-29 Miller Mark Director / Officer P-Purchase A Class A Common Stock 5,000 58.14 290.7K 30,000
2024-02-29 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 7,664 77.39 593.1K 0
2024-02-28 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 36,337 0.00 7,856,142
2024-02-28 Cruzado Waded Director P-Purchase A Class A Common Stock 250 75.10 18.8K 343
2024-02-27 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 9,729 0.00 7,892,479
2024-02-26 O'Connor John Terry Officer P-Purchase A Class A Common Stock 1,000 73.46 73.5K 1,000
2024-02-26 Miller Mark Director / Officer P-Purchase A Class A Common Stock 2,500 73.71 184.3K 17,500
2024-02-26 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 3,934 0.00 7,902,208
2024-02-26 Jones Mark E. Jr. Officer / 10% Owner P-Purchase A Class A Common Stock 1,332 74.86 99.7K 1,332
2024-02-09 Coleman Desiree 10% Owner C-Conversion D Class B Common Stock 21,654 0.00 200,000
2024-02-08 Coleman Desiree 10% Owner C-Conversion A Class A Common Stock 17,070 0.00 17,070
2024-02-05 Coleman Desiree 10% Owner C-Conversion D Class B Common Stock 8,952 0.00 238,724
2024-01-31 Coleman Desiree 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 2,324 0.00 247,676
2024-01-02 O'Connor John Terry A-Award A Employee Stock Options (right to buy) 25,000 80.97 2.02M 25,000
2024-01-02 Miller Mark Director / Officer A-Award A Employee Stock Options (right to buy) 80,000 80.97 6.48M 80,000
2024-01-02 Jones Mark Evan Director / Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 130,000 80.97 10.53M 130,000
2024-01-02 Jones Mark E. Jr. Officer / 10% Owner A-Award A Employee Stock Options (right to buy) 65,000 80.97 5.26M 65,000
2023-11-30 Ryan Langston 2021 Family Trust 10% Owner C-Conversion D Class B Common Stock 9,387 0.00 72,500
2023-11-30 Lindy Langston Spousal Lifetime Access Trust 10% Owner C-Conversion D Class B Common Stock 9,386 0.00 80,270
2023-11-29 Ryan Langston 2021 Family Trust 10% Owner S-Sale D Class A Common Stock 513 74.00 38.0K 0
2023-11-29 Lindy Langston Spousal Lifetime Access Trust 10% Owner C-Conversion A Class A Common Stock 514 0.00 514
2023-11-28 Ryan Langston 2021 Family Trust 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 100 0.00 82,400
2023-11-28 Lindy Langston Spousal Lifetime Access Trust 10% Owner C-Conversion A Class A Common Stock 100 0.00 100
2023-11-27 SLJ Dynasty Trust 10% Owner S-Sale D Class A Common Stock 27,700 74.47 2.06M 300
2023-11-27 KEBODEAUX ADRIENNE 10% Owner S-Sale D Class A Common Stock 20,000 74.23 1.48M 0
2023-11-27 Chick & The Bear Irrevocable Trust 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 15,000 0.00 63,530
2023-11-22 Romney Lanni 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 15,000 0.00 180,291
2023-11-22 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 4,350 71.77 312.2K 0
2023-11-22 Lanni Romney Spousal Lifetime Access Trust 10% Owner S-Sale D Class A Common Stock 15,000 71.74 1.08M 0
2023-11-21 Mark Evan Jones, Jr. Family Trust 2014 10% Owner S-Sale D Class A Common Stock 15,000 71.21 1.07M 0
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 7,092 72.37 513.2K 54
2023-11-21 Desiree Robyn Coleman Family Trust 2014 10% Owner S-Sale D Class A Common Stock 4,023 72.66 292.3K 0
2023-11-21 Adrienne Morgan Jones Family Trust 2014 10% Owner S-Sale D Class A Common Stock 14,300 71.57 1.02M 700
2023-11-20 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 2,440 73.85 180.2K 0
2023-11-20 Lindy Jean Langston Family Trust 2014 10% Owner S-Sale D Class A Common Stock 100 73.71 7.4K 0
2023-11-20 Lanni Elaine Romney Family Trust 2014 10% Owner S-Sale D Class A Common Stock 3,145 73.77 232.0K 0
2023-11-20 Jones Mark Evan Director / Officer / 10% Owner G-Gift D Class A Common Stock 6,950 0.00 189,551
2023-11-20 Camille Lavaun Peterson Family Trust 2014 10% Owner C-Conversion D Class B Common Stock 15,000 0.00 275,434
2023-11-17 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 22,836 71.16 1.63M 9,546
2023-11-16 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 29,712 0.00 8,006,863
2023-11-15 Peterson Camille 10% Owner C-Conversion D Class B Common Stock 3,500 0.00 255,019
2023-11-15 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 28,404 0.00 8,036,575
2023-11-14 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 42,907 0.00 8,064,979
2023-11-13 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 21,394 0.00 8,107,886
2023-11-10 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 26,862 0.00 26,862
2023-09-20 Romney Lanni 10% Owner C-Conversion A Class A Common Stock 7,500 0.00 7,500
2023-09-01 Langston Lindy 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 10,000 0.00 215,079
2023-08-30 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 25,311 68.28 1.73M 24,689
2023-08-30 Jones Serena 10% Owner S-Sale D Class A Common Stock 200 69.09 13.8K 0
2023-08-29 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 130,603 0.00 130,603
2023-08-29 Jones Robyn Mary Elizabeth Director / 10% Owner G-Gift D Class A Common Stock 150,000 0.00 181,290
2023-08-29 Desiree Robyn Coleman Family Trust 2014 10% Owner C-Conversion D Class B Common Stock 4,000 0.00 291,834
2023-08-28 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 7,846 0.00 8,336,745
2023-08-25 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 100 0.00 8,344,591
2023-08-24 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 100 0.00 8,344,691
2023-08-23 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 11,480 0.00 8,344,791
2023-08-22 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 1,556 60.00 93.4K 0
2023-08-21 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 800 0.00 800
2023-08-18 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 10,154 0.00 8,358,627
2023-08-17 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 1,500 0.00 8,368,781
2023-08-16 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 12,786 0.00 12,786
2023-08-15 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 10,082 0.00 10,082
2023-08-15 Jones Mark Evan Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,104 62.10 379.1K 196,501
2023-08-14 Miller Mark Director / Officer P-Purchase A Class A Common Stock 3,000 63.25 189.8K 15,000
2023-08-14 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 8,617 62.83 541.4K 866
2023-08-14 Jones Mark Evan Director / Officer / 10% Owner S-Sale D Class A Common Stock 284 63.69 18.1K 196,501
2023-08-11 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D Class B Common Stock 2,158 0.00 8,402,632
2023-08-11 Jones Mark Evan Director / Officer / 10% Owner M-Exempt A Class A Common Stock 1,400 10.00 14.0K 197,901
2023-08-10 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 1,252 65.20 81.6K 0
2023-08-10 Jones Mark Evan Director / Officer / 10% Owner M-Exempt A Class A Common Stock 1,300 10.00 13.0K 197,801
2023-08-09 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 100 65.00 6.5K 0
2023-08-09 Jones Mark Evan Director / Officer / 10% Owner M-Exempt A Class A Common Stock 400 10.00 4.0K 196,901
2023-08-08 Jones Mark Evan Director / Officer / 10% Owner M-Exempt D Employee Stock Options (right to buy) 10,553 10.00 105.5K 63,382
2023-08-07 Jones Mark Evan Director / Officer / 10% Owner M-Exempt A Class A Common Stock 12,192 10.00 121.9K 208,693
2023-08-04 Jones Mark Evan Director / Officer / 10% Owner M-Exempt D Employee Stock Options (right to buy) 24,197 10.00 242.0K 86,127
2023-08-02 Miller Mark Director / Officer P-Purchase A Class A Common Stock 2,000 64.00 128.0K 12,000
2023-06-26 SLJ 2023 Grantor Retained Annuity Trust 10% Owner D Class B Common Stock 0 0.00 161,094
2023-06-26 Jones Serena 10% Owner G-Gift D LLC Units in Goosehead Financial, LLC 161,094 0.00 443,442
2023-06-08 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion D LLC Units in Goosehead Financial, LLC 10,112 0.00 8,406,142
2023-06-07 Mark & Robyn Jones Descendants Trust 2014 10% Owner S-Sale D Class A Common Stock 100 61.01 6.1K 0
2023-06-06 Mark & Robyn Jones Descendants Trust 2014 10% Owner C-Conversion A Class A Common Stock 24,037 0.00 24,037
2023-06-02 O'Connor John Terry D Employee Stock Options (right to buy) 20,000 57.49 1.15M 0

Executive team

Top executives
EBIT / Employee
47.2K
Shares Outstanding
24.84M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark E. Jones, Jr., CFO and COO 750.0K 402.7K 3.68M 15.2K 4.85M 75.92%
2 2025 Mark E. Jones, Executive Chairman Mark K. Miller, CEO and President 750.0K 3.68M 91.2K 4.52M 81.40%
3 2025 John T. O'Connor, General Counsel and Corporate Secretary 400.0K 150.3K 2.82M 28.8K 3.40M 82.95%
4 2024 Mark E. Jones, Executive Chairman Mark K. Miller, CEO and President 1.50M 4.15M 16.7K 5.67M 73.25%
5 2024 Mark E. Jones, Jr., CFO 700.0K 385.0K 3.78M 6.7K 4.87M 77.59%
6 2024 Mark E. Jones, Jr., CFO and COO 700.0K 385.0K 3.78M 6.7K 4.87M 77.59%
7 2024 John T. O'Connor, General Counsel and Corporate Secretary 375.0K 140.3K 2.08M 17.1K 2.61M 79.59%
8 2023 Mark E. Jones, Chief Executive Officer and Chairman Mark K. Miller, President and Chief Operating Officer 2.10M 3.51M 16.1K 5.63M 62.41%
9 2023 Mark E. Jones, Executive Chairman Mark K. Miller, CEO and President 2.10M 3.51M 16.1K 5.63M 62.41%
10 2023 Mark E. Jones, Jr., Chief Financial Officer 550.0K 618.7K 702.8K 6.6K 1.88M 37.42%
11 2023 Mark E. Jones, Jr., CFO and COO 550.0K 618.7K 702.8K 6.6K 1.88M 37.42%
12 2023 Mark E. Jones, Jr., CFO 550.0K 618.7K 702.8K 6.6K 1.88M 37.42%
13 2023 John T. O'Connor, General Counsel and Corporate Secretary 325.0K 196.9K 615.0K 16.5K 1.15M 53.32%
14 2023 P. Ryan Langston, former Chief Legal Officer and Corporate Secretary 346.5K 50.0K 368.8K 10.0K 775.3K 47.57%
15 2022 Mark E. Jones, Executive Chairman Mark K. Miller, CEO and President 1.90M 7.86M 15.2K 9.77M 80.40%
16 2022 Mark E. Jones, Chief Executive Officer and Chairman Mark K. Miller, President and Chief Operating Officer 1.90M 7.86M 15.2K 9.77M 80.40%
17 2022 Mark E. Jones, Jr., Chief Financial Officer 276.5K 291.7K 4.43M 6.5K 5.00M 88.52%
18 2022 Mark E. Jones, Jr., CFO 276.5K 291.7K 4.43M 6.5K 5.00M 88.52%
19 2022 John T. O'Connor, General Counsel and Corporate Secretary 234.2K 85.2K 3.75M 15.0K 4.08M 91.80%
20 2022 P. Ryan Langston, Chief Legal Officer and Corporate Secretary 234.2K 85.2K 3.75M 15.0K 4.08M 91.80%
21 2022 Michael Colby, former President and Chief Operating Officer 430.0K 200.0K 2.62M 15.4K 3.26M 80.23%
22 2022 Mark Colby, former Chief Financial Officer 167.0K 2.88M 9.3K 3.06M 94.24%
23 2021 Mark E. Jones, Chief Executive Officer and Chairman Mark K. Miller, President and Chief Operating Officer 1.90M 14.1K 1.91M 0.00%
24 2021 Mark E. Jones, Chief Executive Officer and Chairman Michael C. Colby, President and Chief Operating Officer 1.90M 14.4K 1.91M 0.00%
25 2021 Mark S. Colby, Chief Financial Officer 500.0K 350.0K 13.9K 863.9K 0.00%
26 2021 Mark Colby, former Chief Financial Officer 500.0K 350.0K 13.9K 863.9K 0.00%
27 2021 Michael Colby, former President and Chief Operating Officer 370.0K 130.0K 13.7K 513.7K 0.00%
28 2021 P. Ryan Langston, General Counsel, Vice President, Corporate Secretary 310.0K 126.0K 13.9K 449.9K 0.00%
29 2020 Mark E. Jones, Chief Executive Officer and Chairman Mark K. Miller, President and Chief Operating Officer 1.60M 3.82M 14.1K 5.43M 70.28%
30 2020 Mark E. Jones, Chief Executive Officer and Chairman Michael C. Colby, President and Chief Operating Officer 1.60M 3.82M 14.1K 5.43M 70.28%
31 2020 Mark S. Colby, Chief Financial Officer 425.0K 510.0K 1.91M 12.9K 2.86M 66.81%
32 2020 Mark Colby, former Chief Financial Officer 425.0K 510.0K 1.91M 12.9K 2.86M 66.81%
33 2020 Michael Colby, former President and Chief Operating Officer 330.0K 120.0K 1.32M 13.1K 1.78M 74.04%
34 2020 P. Ryan Langston, General Counsel, Vice President, Corporate Secretary 270.0K 160.0K 1.32M 11.9K 1.76M 74.93%
35 2019 Mark E. Jones, Chief Executive Officer and Chairman Michael C. Colby, President and Chief Operating Officer 1.50M 14.4K 1.51M 0.00%
36 2019 Mark E. Jones, Chief Executive Officer and Chairman 1.50M 14.4K 1.51M 0.00%
37 2019 Mark S. Colby, Chief Financial Officer 400.0K 340.0K 13.1K 753.1K 0.00%
38 2019 Michael C. Colby, President and Chief Operating Officer 400.0K 340.0K 13.1K 753.1K 0.00%
39 2019 P. Ryan Langston, General Counsel, Vice President, Corporate Secretary 250.0K 127.5K 12.2K 389.4K 0.00%
40 2018 Mark E. Jones, Chief Executive Officer and Chairman Michael C. Colby, President and Chief Operating Officer 1.35M 1.01M 13.6K 2.38M 42.66%
41 2018 Mark E. Jones, Chief Executive Officer and Chairman 1.35M 1.01M 13.6K 2.38M 42.66%
42 2018 Mark S. Colby, Chief Financial Officer 360.2K 360.0K 507.2K 102.1K 1.33M 38.15%
43 2018 Michael C. Colby, President and Chief Operating Officer 360.2K 507.2K 360.0K 102.1K 1.33M 38.15%
44 2018 P. Ryan Langston, General Counsel, Vice President, Corporate Secretary 225.0K 135.0K 380.4K 22.2K 762.6K 49.88%
45 2017 Michael C. Colby, President and Chief Operating Officer 330.0K 297.0K 1.28M 1.91M 0.00%
46 2017 Mark E. Jones, Chief Executive Officer and Chairman 1.20M 13.1K 1.21M 0.00%
47 2017 Mark S. Colby, Chief Financial Officer 180.0K 120.0K 165.9K 465.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-25 DEFA14A
2026-03-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4
2026-05-27 4
2026-05-26 4
2026-05-22 4
2026-05-21 4
2026-05-18 4
2026-05-15 SC 13G/A
2026-05-15 4
2026-05-15 4
2026-05-14 SC 13G/A

Executive team

NameTitleCompensationGender
Mark K. Miller CEO & Director 1M male
Mark E. Jones Co-Founder & Executive Chairman 841.2K male
John A. Martin Chief Financial Officer 532.3K male
John O'Connor Consultant 526.4K male
Martin Thornthwaite General Counsel & Corporate Secretary 526.4K male
Justin Ricketts Executive Vice President of Technology male
Maddie Middleton Senior Director of Investor Relations female
Angela J. Kervin Chief Human Resources Officer female
Robyn Mary Elizabeth Jones Co-Founder & Vice Chairman female
Brian Pattillo Executive Vice President male
Charl Lombard Chief Client Experience Officer male
Dan Jacobs Vice President of Revenue Operations male
ESG Rating
B-
INSURANCE - DIVERSIFIED
Rank: 25 out of 39
2026
E (Environmental)
93.9 / 69.7
Company / Sector avg.
S (Social)
69.6 / 73.8
Company / Sector avg.
G (Governance)
77.0 / 67.0
Company / Sector avg.
ESG Total
80.2 / 70.2
Company / Sector avg.
ESG Score History INSURANCE - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits