goosehead insurance agency is an independent insurance agency serving the continental united states. we take pride in providing the power of choice to our clients for all their insurance needs. we shop among many insurance companies to find the best policies at the best rates - giving our clients options no ordinary agency can. for our franchise partners, we provide industry-leading technology, successful marketing tools, and a centralized back office to provide world class service to you and your clients.
Company profile
Ticker
GSHD
Exchange
Website
CEO
Mark Jones
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Goosehead Financial, LLC • GHM Holdings, LLC • TWIHG Holdings, LLC • Goosehead Management, LLC • Texas Wasatch Insurance Holdings Group, LLC • Goosehead Insurance Holdings, LLC • Goosehead Insurance Agency, LLC • Texas Wasatch Insurance Services, L.P. ...
GSHD stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
27 Mar 24
ARS
2023 FY
Annual report to shareholders
27 Mar 24
DEF 14A
Definitive proxy
27 Mar 24
S-8
Registration of securities for employees
13 Mar 24
10-K
2023 FY
Annual report
21 Feb 24
8-K
Goosehead Insurance Announces Ceo Transition
21 Feb 24
8-K
Goosehead Insurance, Inc. Announces Fourth Quarter
21 Feb 24
UPLOAD
Letter from SEC
13 Dec 23
CORRESP
Correspondence with SEC
6 Dec 23
10-Q
2023 Q3
Quarterly report
9 Nov 23
Transcripts
GSHD
Earnings call transcript
2023 Q4
21 Feb 24
GSHD
Earnings call transcript
2023 Q3
25 Oct 23
GSHD
Earnings call transcript
2023 Q2
26 Jul 23
GSHD
Earnings call transcript
2023 Q1
26 Apr 23
GSHD
Earnings call transcript
2022 Q4
22 Feb 23
GSHD
Earnings call transcript
2022 Q3
26 Oct 22
GSHD
Earnings call transcript
2022 Q2
28 Jul 22
GSHD
Earnings call transcript
2022 Q1
27 Apr 22
GSHD
Earnings call transcript
2021 Q4
24 Feb 22
GSHD
Earnings call transcript
2021 Q3
28 Oct 21
Latest ownership filings
SC 13G
DF DENT & CO INC
21 Mar 24
4
Mark Evan Jones
4 Mar 24
4
Waded Cruzado
4 Mar 24
4
Mark Evan Jones
28 Feb 24
4
Mark E. Jr. Jones
27 Feb 24
4
John Terry O'Connor
27 Feb 24
4
Mark Miller
27 Feb 24
144
Notice of proposed sale of securities
26 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 37.06 mm | 37.06 mm | 37.06 mm | 37.06 mm | 37.06 mm | 37.06 mm |
Cash burn (monthly) | (no burn) | 942.42 k | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 5.62 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 31.44 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 33.4 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
99.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 231 |
Opened positions | 70 |
Closed positions | 18 |
Increased positions | 66 |
Reduced positions | 62 |
13F shares | Current |
---|---|
Total value | 1.85 tn |
Total shares | 24.95 mm |
Total puts | 57.40 k |
Total calls | 84.90 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 3.46 mm | $257.64 bn |
Kayne Anderson Rudnick Investment Management | 2.75 mm | $205.23 bn |
Vanguard | 2.33 mm | $173.85 bn |
Wasatch Advisors | 2.12 mm | $157.89 bn |
Capital World Investors | 1.69 mm | $125.81 bn |
STT State Street | 788.43 k | $58.76 bn |
Durable Capital Partners | 767.26 k | $57.18 bn |
Owls Nest Partners IA | 729.03 k | $54.33 bn |
Geode Capital Management | 517.97 k | $38.61 bn |
Wildcat Capital Management | 516.01 k | $38.46 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | Class A Common Stock | Sell | Dispose S | No | No | 77.39 | 7,664 | 593.12 k | 0 |
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | Class A Common Stock | Sell | Dispose S | No | No | 76.72 | 9,564 | 733.75 k | 7,664 |
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | Class A Common Stock | Sell | Dispose S | No | No | 75.62 | 20,145 | 1.52 mm | 17,228 |
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | Class A Common Stock | Sell | Dispose S | No | No | 74.69 | 12,627 | 943.11 k | 37,373 |
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 50,000 | 0.00 | 50,000 |
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | Class B Common Stock | Conversion | Dispose C | No | No | 0 | 50,000 | 0.00 | 7,806,142 |
29 Feb 24 | & Robyn Jones Descendants Trust 2014 Mark | LLC Units in Goosehead Financial, LLC Class A Common Stock | Conversion | Dispose C | No | No | 0 | 50,000 | 0.00 | 7,806,142 |
28 Feb 24 | Waded Cruzado | Class A Common Stock | Buy | Acquire P | No | No | 75.1 | 250 | 18.78 k | 343 |
26 Feb 24 | Mark E. Jr. Jones | Class A Common Stock | Buy | Acquire P | No | No | 74.86 | 1,332 | 99.71 k | 1,332 |
26 Feb 24 | John Terry O'Connor | Class A Common Stock | Buy | Acquire P | No | No | 73.46 | 1,000 | 73.46 k | 1,000 |
News
BMO Capital Maintains Outperform on Goosehead Insurance, Lowers Price Target to $90
28 Mar 24
Piper Sandler Maintains Overweight on Goosehead Insurance, Raises Price Target to $88
28 Mar 24
Truist Securities Maintains Hold on Goosehead Insurance, Lowers Price Target to $70
28 Mar 24
Insurance Stocks Moving In Monday's Intraday Session
11 Mar 24
Insurance Stocks Moving In Friday's Intraday Session
23 Feb 24
Press releases
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Goosehead Insurance, Inc. (NASDAQ: GSHD)
22 Feb 24
Goosehead Insurance Announces CEO Transition
21 Feb 24
Goosehead Insurance, Inc. Announces Fourth Quarter and Full Year 2023 Results
21 Feb 24
Goosehead Insurance, Inc. to Report Fourth Quarter and Full Year 2023 Results
13 Feb 24