[Form 3] Goosehead Insurance, Inc. Initial Statement of Beneficial Ownership
Emily Marie Jones Trust filed an initial Form 3 reporting beneficial ownership in Goosehead Insurance, Inc. (GSHD). The filing discloses 9,787 shares of Class B common stock held directly and corresponding LLC units convertible into Class A common stock. The reporting person notes a Voting Agreement dated February 24, 2021 that may make it part of a group that collectively owns more than 10% of outstanding Class A common stock. The Form 3 reports the triggering event date as 08/22/2025 and is signed by an attorney-in-fact on 08/26/2025.
Emily Marie Jones Trust ha presentato un Form 3 iniziale dichiarando la propriet脿 beneficiaria in Goosehead Insurance, Inc. (GSHD). La comunicazione segnala 9.787 azioni di azioni ordinarie di Classe B detenute direttamente e corrispondenti unit脿 LLC convertibili in azioni ordinarie di Classe A. Il soggetto denunciato indica un Accordo di Voto datato 24 febbraio 2021 che potrebbe farne parte di un gruppo che detiene collettivamente oltre il 10% delle azioni ordinarie di Classe A in circolazione. Il Form 3 riporta la data dell'evento scatenante come 22/08/2025 ed 猫 firmato da un procuratore il 26/08/2025.
Emily Marie Jones Trust present贸 un Formulario 3 inicial informando de la propiedad beneficiaria en Goosehead Insurance, Inc. (GSHD). La presentaci贸n revela 9.787 acciones de acciones ordinarias Clase B mantenidas directamente y las correspondientes unidades de LLC convertibles en acciones ordinarias Clase A. La persona informante menciona un Acuerdo de Votaci贸n con fecha 24 de febrero de 2021 que podr铆a integrarlo en un grupo que posee colectivamente m谩s del 10% de las acciones ordinarias Clase A en circulaci贸n. El Formulario 3 indica la fecha del hecho desencadenante como 22/08/2025 y est谩 firmado por un apoderado el 26/08/2025.
Emily Marie Jones Trust臧� Goosehead Insurance, Inc. (GSHD)鞚� 鞁れ靻岇湢毳� 氤搓碃頃橂姅 齑堦赴 Form 3鞚� 鞝滌稖頄堨姷雼堧嫟. 鞝滌稖靹滌棎電� 歆侅爲 氤挫湢頃� Class B 氤错喌欤� 9,787欤�鞕� 鞚挫棎 頃措嫻頃橂姅 Class A 氤错喌欤茧 鞝勴櫂 臧�電ロ暅 LLC 鞙犽嫑鞚� 瓿店皽霅橃柎 鞛堨姷雼堧嫟. 氤搓碃鞚胳潃 2021雲� 2鞗� 24鞚检瀽 鞚橁舶甓� 頃╈潣鞐� 霐半澕 頃措嫻 鞁犿儊鞚� Class A 氤错喌欤� 氚滍枆欤检嫕鞚� 10%毳� 齑堦臣頃� 歆戨嫧 靻岇湢鞚� 鞚茧秬臧� 霅� 靾� 鞛堨潓鞚� 氚濏様鞀惦媹雼�. Form 3鞚� 氚滌儩鞚检潉 2025-08-22搿� 旮办灛頄堨溂氅� 2025-08-26鞛愲 雽�毽澑鞚� 靹滊獏頄堨姷雼堧嫟.
Emily Marie Jones Trust a d茅pos茅 un Formulaire 3 initial d茅clarant une participation b茅n茅ficiaire dans Goosehead Insurance, Inc. (GSHD). Le d茅p么t r茅v猫le 9 787 actions ordinaires de cat茅gorie B d茅tenues directement et les unit茅s de LLC correspondantes convertibles en actions ordinaires de cat茅gorie A. La personne d茅clarante signale un accord de vote en date du 24 f茅vrier 2021 qui pourrait la rendre partie d'un groupe d茅tenant collectivement plus de 10 % des actions ordinaires de cat茅gorie A en circulation. Le Formulaire 3 indique la date de l'茅v茅nement d茅clencheur au 22/08/2025 et est sign茅 par un mandataire le 26/08/2025.
Emily Marie Jones Trust hat ein anf盲ngliches Formular 3 eingereicht, das den wirtschaftlichen Eigentum an Goosehead Insurance, Inc. (GSHD) meldet. Die Einreichung legt 9.787 Aktien der Klasse B-Stammaktien offen, die direkt gehalten werden, sowie entsprechende LLC-Einheiten, die in Klasse A-Stammaktien wandelbar sind. Die meldepflichtige Person weist auf eine Stimmrechtsvereinbarung vom 24. Februar 2021 hin, die sie Teil einer Gruppe machen k枚nnte, die gemeinsam mehr als 10 % der ausstehenden Klasse A-Stammaktien besitzt. Das Formular 3 nennt den ausl枚senden Ereigniszeitpunkt als 22.08.2025 und ist am 26.08.2025 von einem Bevollm盲chtigten unterzeichnet.
- Transparent disclosure of initial beneficial ownership and conversion mechanics into Class A common stock
- Voting Agreement disclosed, informing investors that related parties may aggregate to own more than 10% of Class A shares
- None.
Insights
TL;DR Disclosure shows a trust holding convertible units and potential group control exceeding 10%, relevant for governance and shareholder voting dynamics.
The Form 3 is a routine initial ownership disclosure but includes a Voting Agreement that could align multiple holders and aggregate to greater than 10% of Class A voting power. That grouping is material for control considerations and proxy voting outcomes. The filing properly identifies direct holdings and conversion mechanics.
TL;DR The filing documents a small direct stake with conversion rights and notes a group that may surpass the 10% ownership threshold in Class A shares.
This is primarily a regulatory transparency filing rather than an operational development. The numeric position reported (9,787 Class B shares) is modest on its own, but the Voting Agreement disclosure is notable because aggregated group ownership above 10% can influence shareholder proposals and liquidity for certain holders.
Emily Marie Jones Trust ha presentato un Form 3 iniziale dichiarando la propriet脿 beneficiaria in Goosehead Insurance, Inc. (GSHD). La comunicazione segnala 9.787 azioni di azioni ordinarie di Classe B detenute direttamente e corrispondenti unit脿 LLC convertibili in azioni ordinarie di Classe A. Il soggetto denunciato indica un Accordo di Voto datato 24 febbraio 2021 che potrebbe farne parte di un gruppo che detiene collettivamente oltre il 10% delle azioni ordinarie di Classe A in circolazione. Il Form 3 riporta la data dell'evento scatenante come 22/08/2025 ed 猫 firmato da un procuratore il 26/08/2025.
Emily Marie Jones Trust present贸 un Formulario 3 inicial informando de la propiedad beneficiaria en Goosehead Insurance, Inc. (GSHD). La presentaci贸n revela 9.787 acciones de acciones ordinarias Clase B mantenidas directamente y las correspondientes unidades de LLC convertibles en acciones ordinarias Clase A. La persona informante menciona un Acuerdo de Votaci贸n con fecha 24 de febrero de 2021 que podr铆a integrarlo en un grupo que posee colectivamente m谩s del 10% de las acciones ordinarias Clase A en circulaci贸n. El Formulario 3 indica la fecha del hecho desencadenante como 22/08/2025 y est谩 firmado por un apoderado el 26/08/2025.
Emily Marie Jones Trust臧� Goosehead Insurance, Inc. (GSHD)鞚� 鞁れ靻岇湢毳� 氤搓碃頃橂姅 齑堦赴 Form 3鞚� 鞝滌稖頄堨姷雼堧嫟. 鞝滌稖靹滌棎電� 歆侅爲 氤挫湢頃� Class B 氤错喌欤� 9,787欤�鞕� 鞚挫棎 頃措嫻頃橂姅 Class A 氤错喌欤茧 鞝勴櫂 臧�電ロ暅 LLC 鞙犽嫑鞚� 瓿店皽霅橃柎 鞛堨姷雼堧嫟. 氤搓碃鞚胳潃 2021雲� 2鞗� 24鞚检瀽 鞚橁舶甓� 頃╈潣鞐� 霐半澕 頃措嫻 鞁犿儊鞚� Class A 氤错喌欤� 氚滍枆欤检嫕鞚� 10%毳� 齑堦臣頃� 歆戨嫧 靻岇湢鞚� 鞚茧秬臧� 霅� 靾� 鞛堨潓鞚� 氚濏様鞀惦媹雼�. Form 3鞚� 氚滌儩鞚检潉 2025-08-22搿� 旮办灛頄堨溂氅� 2025-08-26鞛愲 雽�毽澑鞚� 靹滊獏頄堨姷雼堧嫟.
Emily Marie Jones Trust a d茅pos茅 un Formulaire 3 initial d茅clarant une participation b茅n茅ficiaire dans Goosehead Insurance, Inc. (GSHD). Le d茅p么t r茅v猫le 9 787 actions ordinaires de cat茅gorie B d茅tenues directement et les unit茅s de LLC correspondantes convertibles en actions ordinaires de cat茅gorie A. La personne d茅clarante signale un accord de vote en date du 24 f茅vrier 2021 qui pourrait la rendre partie d'un groupe d茅tenant collectivement plus de 10 % des actions ordinaires de cat茅gorie A en circulation. Le Formulaire 3 indique la date de l'茅v茅nement d茅clencheur au 22/08/2025 et est sign茅 par un mandataire le 26/08/2025.
Emily Marie Jones Trust hat ein anf盲ngliches Formular 3 eingereicht, das den wirtschaftlichen Eigentum an Goosehead Insurance, Inc. (GSHD) meldet. Die Einreichung legt 9.787 Aktien der Klasse B-Stammaktien offen, die direkt gehalten werden, sowie entsprechende LLC-Einheiten, die in Klasse A-Stammaktien wandelbar sind. Die meldepflichtige Person weist auf eine Stimmrechtsvereinbarung vom 24. Februar 2021 hin, die sie Teil einer Gruppe machen k枚nnte, die gemeinsam mehr als 10 % der ausstehenden Klasse A-Stammaktien besitzt. Das Formular 3 nennt den ausl枚senden Ereigniszeitpunkt als 22.08.2025 und ist am 26.08.2025 von einem Bevollm盲chtigten unterzeichnet.
FAQ
What did the Emily Marie Jones Trust report on Form 3 for GSHD?
Does the filing indicate any convertible securities for GSHD?
Is the reporting person part of a group with other shareholders in GSHD?
When was the Form 3 signed and by whom?
Does the Form 3 report any derivative securities with expiration dates?
