[Form 3] Goosehead Insurance, Inc. Initial Statement of Beneficial Ownership
Goosehead Insurance, Inc. (GSHD) Form 3 shows the Benjamin Douglas Jones Trust beneficially owns 9,788 shares of Class B common stock directly and holds LLC units convertible into 9,788 shares of Class A common stock. The reporting person disclaims beneficial ownership except for pecuniary interest. The filer notes a Voting Agreement dated February 24, 2021 that may make the trust part of a group that collectively owns more than 10% of Class A shares.
Il Modulo 3 di Goosehead Insurance, Inc. (GSHD) indica che il Benjamin Douglas Jones Trust possiede direttamente 9.788 azioni di azioni ordinarie di Classe B e detiene quote di LLC convertibili in 9.788 azioni di azioni ordinarie di Classe A. La persona che presenta la comunicazione nega la titolarit脿 beneficiaria, fatta eccezione per un interesse pecuniario. Il dichiarante segnala inoltre un Accordo di Voto datato 24 febbraio 2021 che potrebbe includere il trust in un gruppo che complessivamente detiene oltre il 10% delle azioni di Classe A.
El Formulario 3 de Goosehead Insurance, Inc. (GSHD) muestra que el Benjamin Douglas Jones Trust posee directamente 9.788 acciones de acciones ordinarias Clase B y tiene participaciones en una LLC convertibles en 9.788 acciones de acciones ordinarias Clase A. La persona que informa renuncia a la propiedad beneficiaria, excepto por un inter茅s pecuniario. El declarante tambi茅n se帽ala un Acuerdo de Votaci贸n con fecha 24 de febrero de 2021 que podr铆a incluir al trust en un grupo que colectivamente posee m谩s del 10% de las acciones Clase A.
Goosehead Insurance, Inc. (GSHD)鞚� Form 3鞐� 霐半ゴ氅� Benjamin Douglas Jones Trust電� 韥措灅鞀� B 氤错喌欤� 9,788欤茧ゼ 歆侅爲 氤挫湢頃橁碃 鞛堨溂氅� 韥措灅鞀� A 氤错喌欤� 9,788欤茧 鞝勴櫂 臧�電ロ暅 LLC 歆�攵�鞚� 氤挫湢頃橁碃 鞛堨姷雼堧嫟. 鞁犼碃鞚胳潃 旮堨爠鞝� 鞚挫澋鞚� 鞝滌櫢頃橁碃 靾橃澋鞝� 靻岇湢甓岇潉 攵�鞚疙暕雼堧嫟. 鞁犼碃鞚胳潃 霕愴暅 2021雲� 2鞗� 24鞚检瀽 鞚橁舶甓� 頃╈潣靹�臧� 鞁犿儊鞚� 韥措灅鞀� A 欤检嫕鞚� 10% 齑堦臣毳� 歆戨嫧鞝侅溂搿� 氤挫湢頃� 攴鸽９鞚� 鞚茧秬搿� 毵岆摛 靾� 鞛堨潓鞚� 氚濏様鞀惦媹雼�.
Le formulaire 3 de Goosehead Insurance, Inc. (GSHD) indique que le Benjamin Douglas Jones Trust d茅tient directement 9 788 actions ordinaires de cat茅gorie B et poss猫de des parts de LLC convertibles en 9 788 actions ordinaires de cat茅gorie A. La personne d茅clarant renonce 脿 la propri茅t茅 b茅n茅ficiaire, sauf pour un int茅r锚t p茅cuniaire. Le d茅clarant signale 茅galement un accord de vote dat茅 du 24 f茅vrier 2021 qui pourrait faire entrer le trust dans un groupe d茅tenant collectivement plus de 10 % des actions de cat茅gorie A.
Das Formular 3 von Goosehead Insurance, Inc. (GSHD) zeigt, dass der Benjamin Douglas Jones Trust direkt 9.788 St眉ck Class-B-Stammaktien besitzt und LLC-Anteile h盲lt, die in 9.788 Class-A-Stammaktien wandelbar sind. Die meldende Person weist die wirtschaftliche Eigent眉merschaft mit Ausnahme eines pecuni盲ren Interesses zur眉ck. Der Einreicher weist zudem auf eine Stimmrechtsvereinbarung vom 24. Februar 2021 hin, die den Trust zu einem Teil einer Gruppe machen k枚nnte, die zusammen mehr als 10 % der Class-A-Aktien h盲lt.
- Full disclosure of direct holdings (9,788 Class B shares) and convertible LLC units
- Voting Agreement disclosure makes potential group ownership (>10% of Class A) transparent to investors
- None.
Insights
TL;DR The filing documents a small direct holding and a conversion-linked economic interest, while flagging group control via a Voting Agreement.
The Form 3 accurately discloses the trust's positions: 9,788 Class B shares held directly and LLC units convertible into 9,788 Class A shares. The filing's explicit Voting Agreement disclosure is important for governance transparency because it notifies the market that the reporting person may be part of a group holding over 10% of Class A shares, which can affect voting blocs and shareholder coordination. The disclaimer of beneficial ownership except for pecuniary interest is a routine legal clarification.
TL;DR This is a routine Section 16 initial filing showing modest personal holdings but potential group influence above the 10% threshold.
The numeric details are straightforward: 9,788 Class B shares and convertable LLC units equivalent to 9,788 Class A shares, with no derivative expiration dates. The statement that the group 鈥渂eneficially owns, in the aggregate, more than 10%鈥� is the most material market point, as it signals potential collective influence despite the individual trust's relatively small share count. No transactions, option grants, or additional economic terms are included in this filing.
Il Modulo 3 di Goosehead Insurance, Inc. (GSHD) indica che il Benjamin Douglas Jones Trust possiede direttamente 9.788 azioni di azioni ordinarie di Classe B e detiene quote di LLC convertibili in 9.788 azioni di azioni ordinarie di Classe A. La persona che presenta la comunicazione nega la titolarit脿 beneficiaria, fatta eccezione per un interesse pecuniario. Il dichiarante segnala inoltre un Accordo di Voto datato 24 febbraio 2021 che potrebbe includere il trust in un gruppo che complessivamente detiene oltre il 10% delle azioni di Classe A.
El Formulario 3 de Goosehead Insurance, Inc. (GSHD) muestra que el Benjamin Douglas Jones Trust posee directamente 9.788 acciones de acciones ordinarias Clase B y tiene participaciones en una LLC convertibles en 9.788 acciones de acciones ordinarias Clase A. La persona que informa renuncia a la propiedad beneficiaria, excepto por un inter茅s pecuniario. El declarante tambi茅n se帽ala un Acuerdo de Votaci贸n con fecha 24 de febrero de 2021 que podr铆a incluir al trust en un grupo que colectivamente posee m谩s del 10% de las acciones Clase A.
Goosehead Insurance, Inc. (GSHD)鞚� Form 3鞐� 霐半ゴ氅� Benjamin Douglas Jones Trust電� 韥措灅鞀� B 氤错喌欤� 9,788欤茧ゼ 歆侅爲 氤挫湢頃橁碃 鞛堨溂氅� 韥措灅鞀� A 氤错喌欤� 9,788欤茧 鞝勴櫂 臧�電ロ暅 LLC 歆�攵�鞚� 氤挫湢頃橁碃 鞛堨姷雼堧嫟. 鞁犼碃鞚胳潃 旮堨爠鞝� 鞚挫澋鞚� 鞝滌櫢頃橁碃 靾橃澋鞝� 靻岇湢甓岇潉 攵�鞚疙暕雼堧嫟. 鞁犼碃鞚胳潃 霕愴暅 2021雲� 2鞗� 24鞚检瀽 鞚橁舶甓� 頃╈潣靹�臧� 鞁犿儊鞚� 韥措灅鞀� A 欤检嫕鞚� 10% 齑堦臣毳� 歆戨嫧鞝侅溂搿� 氤挫湢頃� 攴鸽９鞚� 鞚茧秬搿� 毵岆摛 靾� 鞛堨潓鞚� 氚濏様鞀惦媹雼�.
Le formulaire 3 de Goosehead Insurance, Inc. (GSHD) indique que le Benjamin Douglas Jones Trust d茅tient directement 9 788 actions ordinaires de cat茅gorie B et poss猫de des parts de LLC convertibles en 9 788 actions ordinaires de cat茅gorie A. La personne d茅clarant renonce 脿 la propri茅t茅 b茅n茅ficiaire, sauf pour un int茅r锚t p茅cuniaire. Le d茅clarant signale 茅galement un accord de vote dat茅 du 24 f茅vrier 2021 qui pourrait faire entrer le trust dans un groupe d茅tenant collectivement plus de 10 % des actions de cat茅gorie A.
Das Formular 3 von Goosehead Insurance, Inc. (GSHD) zeigt, dass der Benjamin Douglas Jones Trust direkt 9.788 St眉ck Class-B-Stammaktien besitzt und LLC-Anteile h盲lt, die in 9.788 Class-A-Stammaktien wandelbar sind. Die meldende Person weist die wirtschaftliche Eigent眉merschaft mit Ausnahme eines pecuni盲ren Interesses zur眉ck. Der Einreicher weist zudem auf eine Stimmrechtsvereinbarung vom 24. Februar 2021 hin, die den Trust zu einem Teil einer Gruppe machen k枚nnte, die zusammen mehr als 10 % der Class-A-Aktien h盲lt.
FAQ
What does the Benjamin Douglas Jones Trust report on Form 3 for GSHD?
Does this Form 3 indicate control of more than 10% of GSHD common stock?
Are the LLC units subject to expiration or exercisable dates?
Did the reporting person disclaim beneficial ownership?
When was the Form 3 signed and filed?
