GSHD Goosehead Insurance, Inc.

NEUTRAL Impact: 4/10 Insider Cluster (3 insiders)
Horizon weeks Filed May 22, 2026 Processed 23d 10h ago
Insider cluster: 3 insiders, $3.6M total
Latest settled — T+5d ⚠ clustered
GSHD ▼ -9.75% at T+5d
NEUTRAL call ✗ call lost -9.75% · α vs SPY -10.96% · entry $40.00 → $36.10
Next anchor: T+20d in 8d
Last close $36.82 (close Jun 12) · -7.95% from $40.00 entry
Entry anchored
May 22, 2026
via day open
T+1d
-5.80%
call -5.80% · α -5.81%
$37.68
settled 20d ago
T+5d
-9.75%
call -9.75% · α -10.96%
$36.10
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

GSHD insider cluster shows mixed signals: the Executive Chairman's trust sold $3.31M worth of stock (0.22% of market cap) following derivative conversions, while the President/COO and General Counsel made open-market purchases totaling $307K. The Chairman's sales are likely liquidity-driven from derivative exercises, not a bearish signal, but the cluster's net selling direction and the company's poor historical call performance (17% win rate at T+20) warrant caution.

Key Financial Metrics

Direction
selling
Total Value
$4.5M
Insiders
3

Actionable Insight

The Chairman's sales are likely liquidity/plan-driven post-derivative exercise, not a bearish signal. However, the cluster's net selling direction and the company's poor historical call performance (17% win rate at T+20) suggest caution. Monitor for any follow-on sales by the Chairman or other C-suite insiders in the next 30 days — a second cluster would be more concerning.

Key Facts

  • Executive Chairman's trust sold 79,339 shares at $41.74 for $3.31M on May 22, 2026
  • Executive Chairman's trust also sold 29,238 shares at $40.62 for $1.19M on May 21, 2026
  • President & COO Mark E. Jones Jr. bought 2,600 shares at $37.50 for $99K on May 15, 2026
  • General Counsel Martin Thornthwaite bought 5,000 shares at $41.50 for $208K on May 18, 2026
  • Total insider sales of $4.5M vs. purchases of $307K over the cluster window
  • Chairman's sales followed derivative conversions (82,689 shares at $0 each) — non-cash events
  • Total open-market sales ($4.5M) represent ~0.3% of GSHD's $1.5B market cap

Financial Impact

Net insider selling of ~$4.2M (0.28% of market cap) over the cluster window

insider ownershipfloat

Risk Factors

  • Chairman's sales could continue if derivative conversions persist, increasing float
  • Poor historical model performance on GSHD (avg -8.57% at T+20) suggests the stock has been weak
  • Insider buying by President/COO and GC is small relative to Chairman's sales — not enough to offset

Market Snapshot

Exchange
Nasdaq
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
53% bullish (19 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GSHD-1779485910462
10 reports for GSHD
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+1▲ +0.13%May 19, 2026
Filters
Rows
Reports for GSHD — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$38.44 awaiting T+1awaiting T+1$36.82 (−4.20%)
Jun 1, 2026
13d ago
Insider Cluster
MIXED ★ 5/10
$36.10 $34.37▼ −4.79%▼ −4.07%$36.82 (+1.99%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 4/10
$40.00 $37.68▼ −5.80%▼ −5.81%$36.82 (−7.95%)
May 21, 2026
24d ago
Insider Cluster
NEUTRAL ★ 3/10
$41.68 $40.00▼ −4.03%▼ −4.62%$36.82 (−11.66%)
May 19, 2026
27d ago
Insider Cluster
BULLISH ★ 5/10
$41.31 $41.37▲ +0.13%▼ −0.91%$36.82 (−10.87%)
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$42.14 $41.31▼ −1.97%▼ −1.32%$36.82 (−12.62%)
Apr 22, 2026
7w ago
8-K
BULLISH ★ 8/10
$50.77 $48.26▼ −4.94%▼ −5.73%$36.82 (−27.48%)
Apr 22, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$50.77 $48.26▼ −4.94%▼ −5.73%$36.82 (−27.48%)
Apr 22, 2026
7w ago
Press Release
BULLISH ★ 8/10
$50.77 $48.26▼ −4.94%▼ −5.73%$36.82 (−27.48%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$42.08 $41.10▼ −2.33%▼ −0.65%$36.82 (−12.50%)
Showing 10 of 10

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