EDGAR·FLOW

Goosehead Insurance, Inc. — Form 8-K

Filed July 13, 2026 · analyzed by the 8-K Agent
8-K — Neutral significance 42/100
What the filing says
On July 8, 2026, Goosehead Insurance, Inc. amended and restated its stockholders agreement with Mark E. Jones, Robyn Jones, multiple family trusts, and Texas Wasatch Insurance Partners, L.P. The agreement grants these 'Holders' approval rights over major corporate actions (M&A, asset sales >15% of assets, equity issuances >$50M, charter amendments, board size changes, C-suite compensation) and board designation rights for a majority of directors—so long as the Holders collectively maintain at least 10% beneficial ownership. The agreement supersedes prior terms and terminates automatically if the Holders' ownership falls below 10%.
Why this rating

Routine governance amendment preserving founder control mechanics. No new equity issuance, capital event, or business change disclosed. Modest relative to $2.7B market cap.

View original filing on SEC.gov ↗ GSHD · stock on Yahoo Finance ↗

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