[Form 3] Goosehead Insurance, Inc. Initial Statement of Beneficial Ownership
Joshua Thomas Jones Trust filed a Form 3 reporting initial ownership in Goosehead Insurance, Inc. (GSHD). The trust directly holds 9,787 shares of Class B common stock and 9,787 LLC units in Goosehead Financial, LLC that are each convertible into one share of Class A common stock at any time. The filing disclaims broader beneficial ownership except for pecuniary interest and notes the trust may be part of a Voting Agreement group that collectively owns more than 10% of Class A shares.
Il Joshua Thomas Jones Trust ha presentato un Modulo 3 per segnalare la propriet脿 iniziale in Goosehead Insurance, Inc. (GSHD). Il trust detiene direttamente 9.787 azioni di azioni ordinarie di Classe B e 9.787 quote LLC di Goosehead Financial, LLC, ciascuna convertibile in qualsiasi momento in una azione di Classe A. La comunicazione declina una pi霉 ampia titolarit脿 beneficiaria salvo l'interesse pecuniario e precisa che il trust potrebbe far parte di un gruppo disciplinato da un Accordo di Voto che collettivamente possiede oltre il 10% delle azioni di Classe A.
El Joshua Thomas Jones Trust present贸 un Formulario 3 informando la titularidad inicial en Goosehead Insurance, Inc. (GSHD). El trust posee directamente 9.787 acciones ordinarias Clase B y 9.787 participaciones LLC en Goosehead Financial, LLC, cada una convertible en cualquier momento en una acci贸n Clase A. La presentaci贸n niega una titularidad beneficiaria m谩s amplia salvo inter茅s pecuniario y se帽ala que el trust podr铆a formar parte de un grupo con un Acuerdo de Votaci贸n que en conjunto posee m谩s del 10% de las acciones Clase A.
Joshua Thomas Jones Trust電� Goosehead Insurance, Inc.(GSHD)鞐� 雽�頃� 齑堦赴 氤挫湢毳� 氤搓碃頃橂姅 Form 3毳� 鞝滌稖頄堨姷雼堧嫟. 鞁犿儊鞚� Class B 氤错喌欤� 9,787欤检檧 臧侁皝 鞏胳牅霌犾 Class A 氤错喌欤� 1欤茧 鞝勴櫂 臧�電ロ暅 Goosehead Financial, LLC鞚� LLC 歆�攵� 9,787雼渼毳� 歆侅爲 氤挫湢頃橁碃 鞛堨姷雼堧嫟. 鞝滌稖靹滊電� 旮堨爠鞝� 鞚挫澋鞚� 鞝滌櫢頃� 甏戨矓鞙勴暅 靾橃澋鞝� 靻岇湢毳� 攵�鞚疙晿氅�, 頃措嫻 鞁犿儊鞚� 頃╈偘頃橃棳 Class A 欤检嫕鞚� 10%毳� 齑堦臣 氤挫湢頃橂姅 韴憸頃╈潣 攴鸽９鞚� 鞚茧秬鞚� 靾� 鞛堨潓鞚� 氇呾嫓頃╇媹雼�.
Le Joshua Thomas Jones Trust a d茅pos茅 un formulaire 3 signalant une d茅tention initiale dans Goosehead Insurance, Inc. (GSHD). Le trust d茅tient directement 9 787 actions ordinaires de cat茅gorie B et 9 787 parts LLC de Goosehead Financial, LLC, chacune convertible 脿 tout moment en une action de cat茅gorie A. Le d茅p么t d茅cline une propri茅t茅 b茅n茅ficiaire plus large, 脿 l'exception d'un int茅r锚t p茅cuniaire, et indique que le trust pourrait faire partie d'un groupe li茅 par un accord de vote qui d茅tient collectivement plus de 10 % des actions de cat茅gorie A.
Der Joshua Thomas Jones Trust hat ein Formular 3 eingereicht, das die anf盲ngliche Beteiligung an Goosehead Insurance, Inc. (GSHD) meldet. Der Trust h盲lt direkt 9.787 Aktien der Stammaktien Klasse B und 9.787 LLC-Anteile an Goosehead Financial, LLC, die jeweils jederzeit in eine Aktie der Klasse A wandelbar sind. Die Einreichung weist eine weitergehende wirtschaftliche Eigent眉merschaft mit Ausnahme eines pekuni盲ren Interesses zur眉ck und vermerkt, dass der Trust Teil einer Stimmrechtsvereinbarungsgruppe sein k枚nnte, die gemeinsam mehr als 10 % der Klasse-A-Aktien besitzt.
- Transparent initial disclosure of direct holdings (9,787 Class B shares and convertible LLC units)
- Convertible units are one-for-one into Class A common stock with no expiration, offering clear conversion mechanics
- Potential group ownership exceeding 10% of Class A shares per the Voting Agreement, which may concentrate voting power
Insights
TL;DR: Initial insider disclosure shows modest direct holdings and possible inclusion in a >10% voting group, relevant for control dynamics.
The Form 3 reports a direct position of 9,787 Class B shares and matching convertible LLC units, giving potential exposure to Class A common stock. The filing's disclaimer limits broader beneficial claims to pecuniary interest, but the Voting Agreement disclosure indicates the reporting person may be part of an affiliated group that in aggregate holds over 10% of Class A voting power. This is a routine initial disclosure but important for ownership concentration and voting control considerations.
TL;DR: Transaction is an initial ownership disclosure with no derivative expirations and straightforward convertible unit mechanics.
The report identifies non-derivative holdings only: Class B common stock and LLC units convertible one-for-one into Class A common stock with no expiration. No options, warrants, or exercisable derivatives are reported. The information is factual and limited in scope, providing clarity on share class exposure without signaling material change to capitalization or immediate dilution.
Il Joshua Thomas Jones Trust ha presentato un Modulo 3 per segnalare la propriet脿 iniziale in Goosehead Insurance, Inc. (GSHD). Il trust detiene direttamente 9.787 azioni di azioni ordinarie di Classe B e 9.787 quote LLC di Goosehead Financial, LLC, ciascuna convertibile in qualsiasi momento in una azione di Classe A. La comunicazione declina una pi霉 ampia titolarit脿 beneficiaria salvo l'interesse pecuniario e precisa che il trust potrebbe far parte di un gruppo disciplinato da un Accordo di Voto che collettivamente possiede oltre il 10% delle azioni di Classe A.
El Joshua Thomas Jones Trust present贸 un Formulario 3 informando la titularidad inicial en Goosehead Insurance, Inc. (GSHD). El trust posee directamente 9.787 acciones ordinarias Clase B y 9.787 participaciones LLC en Goosehead Financial, LLC, cada una convertible en cualquier momento en una acci贸n Clase A. La presentaci贸n niega una titularidad beneficiaria m谩s amplia salvo inter茅s pecuniario y se帽ala que el trust podr铆a formar parte de un grupo con un Acuerdo de Votaci贸n que en conjunto posee m谩s del 10% de las acciones Clase A.
Joshua Thomas Jones Trust電� Goosehead Insurance, Inc.(GSHD)鞐� 雽�頃� 齑堦赴 氤挫湢毳� 氤搓碃頃橂姅 Form 3毳� 鞝滌稖頄堨姷雼堧嫟. 鞁犿儊鞚� Class B 氤错喌欤� 9,787欤检檧 臧侁皝 鞏胳牅霌犾 Class A 氤错喌欤� 1欤茧 鞝勴櫂 臧�電ロ暅 Goosehead Financial, LLC鞚� LLC 歆�攵� 9,787雼渼毳� 歆侅爲 氤挫湢頃橁碃 鞛堨姷雼堧嫟. 鞝滌稖靹滊電� 旮堨爠鞝� 鞚挫澋鞚� 鞝滌櫢頃� 甏戨矓鞙勴暅 靾橃澋鞝� 靻岇湢毳� 攵�鞚疙晿氅�, 頃措嫻 鞁犿儊鞚� 頃╈偘頃橃棳 Class A 欤检嫕鞚� 10%毳� 齑堦臣 氤挫湢頃橂姅 韴憸頃╈潣 攴鸽９鞚� 鞚茧秬鞚� 靾� 鞛堨潓鞚� 氇呾嫓頃╇媹雼�.
Le Joshua Thomas Jones Trust a d茅pos茅 un formulaire 3 signalant une d茅tention initiale dans Goosehead Insurance, Inc. (GSHD). Le trust d茅tient directement 9 787 actions ordinaires de cat茅gorie B et 9 787 parts LLC de Goosehead Financial, LLC, chacune convertible 脿 tout moment en une action de cat茅gorie A. Le d茅p么t d茅cline une propri茅t茅 b茅n茅ficiaire plus large, 脿 l'exception d'un int茅r锚t p茅cuniaire, et indique que le trust pourrait faire partie d'un groupe li茅 par un accord de vote qui d茅tient collectivement plus de 10 % des actions de cat茅gorie A.
Der Joshua Thomas Jones Trust hat ein Formular 3 eingereicht, das die anf盲ngliche Beteiligung an Goosehead Insurance, Inc. (GSHD) meldet. Der Trust h盲lt direkt 9.787 Aktien der Stammaktien Klasse B und 9.787 LLC-Anteile an Goosehead Financial, LLC, die jeweils jederzeit in eine Aktie der Klasse A wandelbar sind. Die Einreichung weist eine weitergehende wirtschaftliche Eigent眉merschaft mit Ausnahme eines pekuni盲ren Interesses zur眉ck und vermerkt, dass der Trust Teil einer Stimmrechtsvereinbarungsgruppe sein k枚nnte, die gemeinsam mehr als 10 % der Klasse-A-Aktien besitzt.
FAQ
What did the Form 3 filed for GSHD report?
Are the LLC units convertible and do they expire?
Does the Trust claim beneficial ownership beyond pecuniary interest?
Is there any group or voting agreement disclosed?
