The insider cluster is mixed but notable: a top executive selling $8.88M while a 10% owner buys $9.1M. The Executive Chairman's sales are large in absolute terms but modest relative to market cap. Watch for upcoming earnings or guidance that could explain the divergence. Durable Capital's accumulation at $57-$62 suggests a floor, but sustained insider selling by the Chairman is a cautionary signal. Historical model reads on GSHD have been strongly bullish (avg T+20 alpha +16.7%), but this cluster lacks a clear directional catalyst.
Price Chart
Executive Summary
Goosehead Insurance (GSHD) insider cluster shows a sharp divergence: Executive Chairman Mark Jones' trust sold $8.88M in open-market shares (after converting derivatives), while 10% owner Durable Capital Partners bought $9.1M over the same window. Net dollar flow is slightly positive (+$223K), but the conflicting signals from the top insider and a major institutional holder create uncertainty. Relative to GSHD's $2.5B market cap, both sides are modest (~0.36% each), but the Executive Chairman's sustained selling pattern warrants attention.
Key Financial Metrics
Key Facts
- Executive Chairman's trust sold 127,519 shares for $8.88M on July 29-30, 2026 at $65-$70.
- 10% owner Durable Capital Partners bought 153,723 shares for $9.1M on July 24-27, 2026 at $57.75-$62.
- Net open-market dollar flow: +$223K (buying).
- Both sides represent ~0.36% of GSHD's $2.5B market cap — modest in size.
- Executive Chairman's sales follow derivative conversions (375,000 shares converted at $0), likely for tax/diversification.
Financial Impact
Executive Chairman sold $8.88M; Durable Capital bought $9.1M; net buying of $223K.
Risk Factors
- Executive Chairman's continued selling may signal perceived overvaluation or personal liquidity needs.
- Durable Capital's buying could be strategic accumulation ahead of a catalyst, but the Chairman's sales offset that signal.
- No specific catalyst identified; the cluster may be routine portfolio rebalancing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-GSHD-1785448877508 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | Insider Cluster | $73.00 $45.76 | ▼ −37.32% | ▼ −38.63% | $45.51 (−37.66%) |
Aug 24, 2026 5w ago | Insider Cluster | $73.00 $51.70 | ▼ −29.18% | ▼ −29.19% | $45.51 (−37.66%) |
Aug 5, 2026 8w ago | Insider Cluster | $66.66 $67.08 | ▲ +0.63% | ▲ +0.03% | $45.51 (−31.73%) |
Aug 4, 2026 8w ago | Insider Cluster | $68.56 $68.45 | ▼ −0.16% | ▲ +1.08% | $45.51 (−33.62%) |
Aug 3, 2026 8w ago | Insider Cluster | $68.56 $68.45 | ▼ −0.16% | ▲ +1.08% | $45.51 (−33.62%) |
Jul 30, 2026 9w ago | Insider Cluster | $62.00 $71.26 | ▲ +14.94% | ▲ +11.95% | $45.51 (−26.60%) |
Jul 30, 2026 9w ago | Insider Cluster | $63.86 $70.45 | ▲ +10.32% | ▲ +6.35% | $45.51 (−28.73%) |
Jul 22, 2026 10w ago | Press Release | $53.90 $70.70 | ▲ +31.17% | ▲ +27.86% | $45.51 (−15.57%) |
Jul 13, 2026 11w ago | 8-K | $50.30 $65.31 | ▲ +29.84% | ▲ +27.35% | $45.51 (−9.52%) |
Jun 30, 2026 13w ago | Court Ruling | $48.50 $62.00 | ▲ +27.84% | ▲ +28.86% | $45.51 (−6.16%) |
US Market Status
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