John Martin was named Chief Financial Officer of Goosehead Insurance, Inc., effective April 20, 2026. As of November 6, 2026, Goosehead Insurance, Inc. has reported 3 leadership change filings to the SEC under Item 5.02 of Form 8-K, from March 31, 2026 to July 22, 2026, naming 1 appointment (Form 8-K, April 22, 2026).
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Key facts
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-07-22
- · In / out: In · Person: John Martin · Role: Chief Financial Officer · Effective: 2026-04-20 · 8-K, 2026-04-22
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-03-31
Goosehead Insurance, Inc. reported changes in 3 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-03-31 to 2026-07-22. They name 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Goosehead Insurance, Inc. files it.
Also on the record for Goosehead Insurance, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 30, 2026 | Stake report, Schedule 13G/A, by Vanguard Portfolio Management | 4.95% of the class | 5%+ stakes | Source |
| October 7, 2026 | Stake report, Schedule 13G/A, by Wasatch Advisors LP | 10.2% of the class | 5%+ stakes | Source |
| August 24, 2026 | Stake report, Schedule 13D/A, by Mark E. Jones | 34.2% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc. | 2.5% of the class | 5%+ stakes | Source |
| August 13, 2026 | Stake report, Schedule 13G/A, by Kayne Anderson Rudnick Investment Management, LLC | 9.2% of the class | 5%+ stakes | Source |
| August 7, 2026 | Stake report, Schedule 13G/A, by Durable Capital Partners LP | 10.8% of the class | 5%+ stakes | Source |
| July 31, 2026 | Stake report, Schedule 13G/A, by Vanguard Capital Management | 4.99% of the class | 5%+ stakes | Source |
| July 15, 2026 | Stake report, Schedule 13G/A, by Wasatch Advisors LP | 8% of the class | 5%+ stakes | Source |
| June 4, 2026 | Stake report, Schedule 13G/A, by Kayne Anderson Rudnick Investment Management, LLC | 10.4% of the class | 5%+ stakes | Source |
| May 15, 2026 | Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc. | 5% of the class | 5%+ stakes | Source |
| May 14, 2026 | Stake report, Schedule 13G/A, by Capital World Investors | 8% of the class | 5%+ stakes | Source |
| May 14, 2026 | Stake report, Schedule 13G/A, by Kayne Anderson Rudnick Investment Management, LLC | 9.5% of the class | 5%+ stakes | Source |
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More on Goosehead Insurance, Inc. and the records around it.
Goosehead Insurance, Inc. elsewhere on the record
- 5%+ stake filings Oct 2026
- Who owns it
Companies that share a holder
- Durable Capital Partners LP also filed stake reports on 13 other companies: Shift4 Payments, Inc. (Aug 2026), Colliers International Group Inc. (May 2026), Madison Air Solutions Corp (Apr 2026)
- Kayne Anderson Rudnick Investment Management, LLC also filed stake reports on 53 other companies: Andersen Group Inc. (Aug 2026), Bright Horizons Family Solutions Inc (Aug 2026), Choice Hotels International Inc (Aug 2026)
- Wasatch Advisors LP also filed stake reports on 72 other companies: Smith Douglas Homes Corp (Oct 2026), Amtech Systems Inc (Oct 2026), BBB Foods Inc (Oct 2026)
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The newest 12 of 24 records.
Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-07-22 | Reported | not named in the filing | 8-K, 2026-07-22 | ||
| 2026-04-22 | In | Chief Financial Officer | 2026-04-20 | 8-K, 2026-04-22 | |
| 2026-03-31 | Reported | not named in the filing | 8-K, 2026-03-31 |
Who leads Goosehead Insurance, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: John Martin, appointed, effective 2026-04-20 (filed 2026-04-22).
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Find candidates like Chief Financial Officer at Goosehead Insurance, Inc.Every change, in the filing's words
Reported
The Board of Directors (the "Board") of the Company approved the appointment of Mark Jones, Jr., the Company's President and Chief Operating Officer, to succeed Mr. Miller as CEO (such succession, the "CEO Succession"), effective January 1, 2027.
- 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.
- In connection with the CEO Succession, Mr. Jones, Jr. will relinquish his position of Chief Operating Officer, effective January 1, 2027.
- Following the CEO Succession, Mr. Miller will remain as a member of the Board.
- Mr. Jones, Jr. served as Chief Financial Officer of the Company from September 2022 to April 2026, and has served as Chief Operating Officer of the Company since August 2025 and as President of the Company since April 2026.
Appointed: John Martin, Chief Financial Officer, effective 2026-04-20
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.
- Mr. Martin brings extensive experience in finance, capital markets, and strategic leadership.
- Since November 2021, he served as CFO of RugsUSA, a private equity-backed e-commerce platform, where he oversaw finance, strategy, corporate development, and capital markets.
- Mr. Martin joined RugsUSA as a director of financial planning and analysis in 2019 and was promoted to vice president of finance and strategy in May 2020.
- During his tenure, he played a key role in the company's enterprise transformation initiatives.
- Mr. Martin has held public and private equity investment roles at Highbridge Capital Management and Providence Equity Partners after beginning his career in the Investment Banking Division at Morgan Stanley.
- Mr. Martin graduated summa cum laude from Duke University, where he earned a Bachelor of Science in Economics with High Distinction and was elected to Phi Beta Kappa.
- In connection with his appointment as CFO of the Company, Mr. Martin will receive (i) an annual base salary of $400,000, (ii) an annual bonus opportunity of 50% of base salary and (iii) a grant of 40,000 stock options, with an exercise price that is at a 10% premium over the market price of the Company's Class A common stock at market close on April 20, 2026, which will vest over a three-year period.
- In addition, Mr. Martin will receive relocation benefits.
Reported
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.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.