Goosehead Insurance, Inc (GSHD)
Westlake, TX, US
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.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.38% | -16.26% | -23.22% | -36.55% | -51.94% | -53.31% | -68.23% | -37.35% | -61.21% | +118.35% | +118.35% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 3 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| 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 |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for GSHD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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