Key facts
- This page summarizes SLJ 2023 Grantor Retained Annuity Trust's Form 3 filing for Goosehead Insurance, Inc. (GSHD).
- 0 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 28 Jun 2023, 18:40.
SLJ 2023 Grantor Retained Annuity Trust - 26 Jun 2023 Form 3 Insider Report for Goosehead Insurance, Inc. (GSHD)
- Reporting relationship
- Member of 10% owner group, 10%+ Owner
- Issuer ticker
- GSHD
- Reported as of
- 26 Jun 2023
- Net transaction value
- $0
- Reporting owner signature
- /s/ Mark E. Jones as Attorney-in-Fact for SLJ 2023 Grantor Retained Annuity Trust
Source evidence
Original filing metadata and source links for verification.
3 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
SLJ 2023 Grantor Retained Annuity Trust filed Form 3 for Goosehead Insurance, Inc. (GSHD) on 28 Jun 2023.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 3 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
GSHD
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 161,094
- Date
- 26 Jun 2023
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
GSHD
holding
Derivative
LLC Units in Goosehead Financial, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 26 Jun 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 161,094
- Exercise price
- $0.000000
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The reporting person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest in them.
Footnote F2
Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
SEC remarks
By virtue of being party to a Voting Agreement, dated February 24, 2021 (the "Voting Agreement"), the reporting person on this Form 3 may be deemed to be a member of a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein with the other parties who continue to be bound by the Voting Agreement, which such "group" beneficially owns, in the aggregate, more than 10% of the outstanding shares of Class A Common Stock. Together with the reporting person on this Form 3, the parties to the Voting Agreement are Mark and Robyn Jones Descendants Trust 2014, Mark E. Jones, Robyn Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark Jones Jr., Lannie Elaine Romney Family Trust 2014, Lindy Jean Langston Family Trust 2014, Camille LaVaun Peterson Family Trust 2014, Desiree Robyn Coleman Family Trust 2014, Adrienne Morgan Jones Family Trust 2014, Mark Evan Jones Jr. Family Trust 2014, Serena Jones, P. Ryan Langston, SLJ Dynasty Trust, Jones 2020 Irrevocable Trust, Ryan Langston 2021 Family Trust, Nathan Scott Romney, Nathan Romney 2021 Family Trust, Lindy Langston Spousal Lifetime Access Trust, Lanni Romney Spousal Lifetime Access Trust, CP Descendants' Trust, and Chick & The Bear Irrevocable Trust.