Goosehead Insurance Expands Mark Jones, Jr.'s Role to Chief Operating Officer in Addition to Chief Financial Officer

Goosehead Insurance expands CFO Mark Jones, Jr.'s role to include COO, enhancing oversight of finance and operations.

Quiver AI Summary

Goosehead Insurance, Inc. announced the promotion of Mark Jones, Jr. to the combined role of Chief Financial Officer and Chief Operating Officer. In this new position, he will manage the company's finance, operations, and revenue-generating strategies. Having joined Goosehead in 2016, Mark brings extensive experience in finance and corporate strategy, previously serving as the CFO. President and CEO Mark Miller stated that this merger of roles will enhance operational efficiency and align with the company's long-term goals, while Mark expressed excitement about driving growth and aiming to become the leading distributor of personal lines insurance. Mark holds a Bachelor's in Accounting and a Master's in Finance from Texas A&M University and is a licensed CPA.

Potential Positives

Mark Jones, Jr. has been appointed to a dual role as Chief Financial Officer and Chief Operating Officer, indicating a strong commitment to integrated leadership and streamlined operations.
This restructuring is expected to enhance operational discipline and aligns with the company's long-term growth strategy, which could lead to increased shareholder value.
Mark Jones, Jr. brings extensive experience and a deep understanding of the business, which may improve the execution of finance and operational strategies.

Potential Negatives

Combining the CFO and COO roles may concentrate too much responsibility in one individual, which could lead to potential oversight challenges and increase risk to the company's operational and financial governance.
Mark Jones, Jr.'s expanded role may create concerns about succession planning, as the reliance on a single leader for both finance and operations could affect long-term strategic stability.
The company's ambitious goal of becoming the largest distributor of personal lines insurance may put additional pressure on operational performance, which could negatively impact short-term results and investor confidence.

FAQ

What is Mark Jones, Jr.'s new position at Goosehead Insurance?

Mark Jones, Jr. has expanded his role to include both Chief Financial Officer and Chief Operating Officer at Goosehead Insurance.

When did Mark Jones, Jr. join Goosehead?

Mark Jones, Jr. joined Goosehead Insurance in 2016 and has significant experience in finance and operations.

What are the main responsibilities of the new combined role?

Mark will oversee finance, operations, and strategic revenue-generating functions within the company.

What is Goosehead Insurance's mission?

Goosehead aims to provide extraordinary value by focusing on consumer needs through a broad product choice and excellent service.

How many insurance companies does Goosehead represent?

Goosehead Insurance represents over 200 insurance companies that underwrite personal and commercial lines.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$GSHD Insider Trading Activity

$GSHD insiders have traded $GSHD stock on the open market 61 times in the past 6 months. Of those trades, 2 have been purchases and 59 have been sales.

Here’s a breakdown of recent trading of $GSHD stock by insiders over the last 6 months:

& ROBYN JONES DESCENDANTS TRUST 2014 MARK has made 0 purchases and 46 sales selling 591,770 shares for an estimated $59,474,333.
THOMAS MCCONNON has made 0 purchases and 2 sales selling 205,000 shares for an estimated $24,875,730.
MARK EVAN JONES (Executive Chairman) has made 0 purchases and 4 sales selling 40,000 shares for an estimated $4,761,433.
LINDY LANGSTON has made 0 purchases and 3 sales selling 15,000 shares for an estimated $1,652,720.
WADED CRUZADO has made 0 purchases and 2 sales selling 8,450 shares for an estimated $1,002,150.
JOHN TERRY O'CONNOR (General Counsel) sold 2,500 shares for an estimated $261,050
ADRIENNE KEBODEAUX sold 3,000 shares for an estimated $258,900
MARK E. JR. JONES (Chief Financial Officer) has made 2 purchases buying 2,159 shares for an estimated $218,106 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$GSHD Hedge Fund Activity

We have seen 138 institutional investors add shares of $GSHD stock to their portfolio, and 163 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DURABLE CAPITAL PARTNERS LP added 680,812 shares (+inf%) to their portfolio in Q2 2025, for an estimated $71,832,474
CIBC PRIVATE WEALTH GROUP LLC added 446,537 shares (+18406.3%) to their portfolio in Q2 2025, for an estimated $47,114,118
WHITEBARK INVESTORS LP removed 339,008 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $35,768,734
BALYASNY ASSET MANAGEMENT L.P. added 302,130 shares (+118.7%) to their portfolio in Q2 2025, for an estimated $31,877,736
WASATCH ADVISORS LP added 253,777 shares (+12.6%) to their portfolio in Q2 2025, for an estimated $26,776,011
3G CAPITAL PARTNERS LP added 237,500 shares (+105.6%) to their portfolio in Q2 2025, for an estimated $25,058,625
MARSHALL WACE, LLP removed 205,128 shares (-93.3%) from their portfolio in Q2 2025, for an estimated $21,643,055

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$GSHD Analyst Ratings

Wall Street analysts have issued reports on $GSHD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 07/28/2025
Keefe, Bruyette & Woods issued a "Outperform" rating on 07/24/2025
JMP Securities issued a "Market Outperform" rating on 04/24/2025

To track analyst ratings and price targets for $GSHD, check out Quiver Quantitative's $GSHD forecast page.

$GSHD Price Targets

Multiple analysts have issued price targets for $GSHD recently. We have seen 6 analysts offer price targets for $GSHD in the last 6 months, with a median target of $115.0.

Here are some recent targets:

Brian Meredith from UBS set a target price of $136.0 on 07/28/2025
Michael Zaremski from BMO Capital set a target price of $110.0 on 07/25/2025
Tommy McJoynt from Keefe, Bruyette & Woods set a target price of $120.0 on 07/24/2025
Paul Newsome from Piper Sandler set a target price of $109.0 on 07/24/2025
Pablo Singzon from JP Morgan set a target price of $98.0 on 04/24/2025
Matthew Carletti from JMP Securities set a target price of $150.0 on 04/24/2025

Full Release

WESTLAKE, Texas, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Goosehead Insurance, Inc. (“Goosehead” or the “Company”) (NASDAQ: GSHD) a rapidly growing and innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States today announced that Mark Jones, Jr.’s role as Chief Financial Officer has been expanded to include the Chief Operating Officer position. In this newly combined role, Mark will now oversee the company’s finance, operations, and strategic go-to-market revenue generating functions.

Mark Jones, Jr., who joined Goosehead in 2016, brings substantial leadership experience spanning finance, operations, and corporate strategy. He is currently serving as Chief Financial Officer, where he leads the company’s capital markets, accounting and finance, partnerships and capital allocation strategy.

“Mark has demonstrated exceptional leadership and has a deep understanding of our business from both the financial and go-to-market operational levers, which drive our business,” said Mark Miller, President and CEO. “Combining the CFO and COO responsibilities under Mark’s leadership will strengthen our ability to execute on our long-term strategy, enhance operational discipline, and deliver value for shareholders.”

Mark Jones, Jr. commented, “I am honored to take on this expanded role at such an exciting time in Goosehead’s growth journey. By unifying finance, operations and our go-to-market teams, we will sharpen execution across the organization, position the company for sustained success, and help us progress towards our goal of becoming the largest distributor of personal lines insurance in our founder’s lifetime.”

Mark holds a Bachelors degree in Accounting and a Masters of Science in Finance from Texas A&M University. He is a licensed CPA and has previously served as the Company’s Controller and Vice President of Finance.

About Goosehead
Goosehead (NASDAQ: GSHD) is a rapidly growing and innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Goosehead was founded on the premise that the consumer should be at the center of our universe and that everything we do should be directed at providing extraordinary value by offering broad product choice and a world-class service experience. Goosehead represents over 200 insurance companies that underwrite personal and commercial lines. For more information, please visit goosehead.com or goosehead.com/become-a-franchisee .

Contacts

Investor Contact:

Dan Farrell
Goosehead Insurance – VP Capital Markets
Phone: (214) 838-5290
E-mail: [email protected]; [email protected]

PR Contact

Mission North for Goosehead Insurance
Email: [email protected]; [email protected]