Goosehead Insurance Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:GSHD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Apr 24	BuyUS$580,650	Mark Miller	Individual	10,000	US$58.14
28 Feb 24	BuyUS$18,775	Waded Cruzado	Individual	250	US$75.10
26 Feb 24	BuyUS$369,275	Mark Miller	Individual	5,000	US$74.00
26 Feb 24	BuyUS$73,460	John O’Connor	Individual	1,000	US$73.46
26 Feb 24	BuyUS$99,714	Mark Jones	Individual	1,332	US$74.86

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of GSHD?
Owner Type	Number of Shares	Ownership Percentage
State or Government	6,244	0.0222%
Individual Insiders	571,948	2.04%
Institutions	27,523,498	97.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 95.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.4%	BlackRock, Inc.	3,518,526	US$568.4m	-4.42%	0.01%
13.1%	Kayne Anderson Rudnick Investment Management, LLC	3,202,884	US$517.4m	-6.59%	0.72%
10.7%	Wasatch Advisors LP	2,618,945	US$423.1m	5.59%	0.98%
10.2%	The Vanguard Group, Inc.	2,479,499	US$400.6m	-1.59%	no data
8.01%	Capital Research and Management Company	1,955,044	US$315.8m	0.15%	0.01%
6.9%	T. Rowe Price Group, Inc.	1,683,170	US$271.9m	41.4%	0.02%
4.85%	D.F. Dent and Company, Inc.	1,182,592	US$191.0m	-14.3%	1.56%
4.34%	State Street Global Advisors, Inc.	1,059,298	US$171.1m	21.2%	no data
3.71%	Virtus Investment Advisers, Inc.	904,439	US$146.1m	0%	8.31%
2.64%	Geode Capital Management, LLC	643,514	US$104.0m	0.94%	no data
2.6%	Owls Nest Partners IA, LLC	633,318	US$102.3m	-8.61%	15.49%
1.76%	American Century Investment Management Inc	428,837	US$69.3m	1.88%	0.02%
1.69%	Dimensional Fund Advisors LP	411,506	US$66.5m	4.68%	0.01%
1.5%	Akre Capital Management, LLC	366,125	US$59.1m	0%	0.28%
1.35%	Riverbridge Partners, LLC	329,453	US$53.2m	-3.31%	0.45%
1.19%	3G Capital, Inc.	290,000	US$46.8m	-37.3%	0.2%
0.99%	Northern Trust Global Investments	241,293	US$39.0m	0.76%	no data
0.86%	Charles Schwab Investment Management, Inc.	210,221	US$34.0m	-1.01%	no data
0.8%	Motley Fool Wealth Management, LLC	195,158	US$31.5m	-1.42%	1.03%
0.73%	SEI Investments Company	178,536	US$28.8m	8.81%	0.02%
0.72%	Ashford Capital Management Inc	174,690	US$28.2m	-0.98%	2.18%
0.71%	Wells Fargo & Company, Securities and Brokerage Investments	174,356	US$28.2m	-1.94%	0.01%
0.67%	Robyn Mary Jones	163,565	US$26.4m	-8.77%	no data
0.65%	Morgan Stanley, Investment Banking and Brokerage Investments	157,779	US$25.5m	16.5%	no data
0.61%	BNY Asset Management	148,775	US$24.0m	-15.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 01:43
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Goosehead Insurance, Inc is covered by 16 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	BMO Capital Markets Equity Research
Michael Zaremski	BMO Capital Markets Equity Research
Joshua Shanker	BofA Global Research