Goosehead Insurance, Inc. (GSHD)DF Dent & Co Inc reduced its stake -261K shares

784K

Shares reported · -261K vs prior quarter

0.64%

Disclosed portfolio weight

$33.4M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 30, 2026Company filing · Form 8-K · Executive change, Other newsChanged a top executive or board member, and reported other company news“On March 30, 2026 , Goosehead Insurance, Inc. (the “Company”) announced that John O’Connor will be leaving the Company effective immediately. The terms relating to Mr. O’Connor’s separation from the Company will be disclosed when finalized.”
2. Apr 3, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As previously disclosed by Goosehead Insurance, Inc. (the “Company”) on a Current Report on Form 8-K filed on March 30, 2026, the Company announced that John O’Connor, the Company’s General Counsel, was leaving the Company effective immediately.”
3. Apr 20, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On April 22, 2026, Goosehead Insurance, Inc. (the “Company”) announced that John Martin was appointed as the Company’s Chief Financial Officer (“CFO”) effective April 20, 2026.”

What came next

1. Jul 8, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
2. Jul 22, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results“On July 22, 2026, Mark Miller, the Chief Executive Officer (“CEO”) of Goosehead Insurance, Inc. (the “Company”) notified the Company that he will be retiring from his position as CEO effective December 31, 2026.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Goosehead Insurance, Inc.

For Goosehead Insurance, Inc., OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its GSHD page.

How this filing works

• SEC Form 13F

Other disclosures at Goosehead Insurance, Inc.

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRJul 10, 2026
• SEC Form 13F-HRMay 14, 2026
• SEC Form 13F-HRApr 21, 2026
• SEC Form 13F-HRFeb 17, 2026

Everything OQRO holds on this company is on its GSHD page.