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SLQT

SelectQuote, Inc.

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6791
SEC CIK
0001794783
Parsed reports
282

Last 12 months

Inside the activity.

3 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202630
Mar 202600
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 26, 2020 Filed May 27, 2020 00:51 UTC
Grant Robert ClayPRESIDENT, SELECTQUOTE SENIOR
SaleCommon Stock, par value $0.01 per share 160,000 $18.90 $3,024,000.00
Disclosure

SEC source: 0000899243-20-014260 · doc4.xml · nonDerivative · entry 3

Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self as Trustee for the Robert Clay Grant Irrevocable Trust

Disclosed balance after: 1,440,000

F3 · shares: Represents shares sold by the Robert Clay Grant Irrevocable Trust upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

F4 · balance_after: Beneficially owned by Mr. Grant as the trustee of the Robert Clay Grant Irrevocable Trust.

Read SEC document
May 26, 2020 Filed May 27, 2020 00:51 UTC
Grant Robert ClayPRESIDENT, SELECTQUOTE SENIOR
SaleCommon Stock, par value $0.01 per share 169,603 $18.90 $3,205,496.70
Disclosure

SEC source: 0000899243-20-014260 · doc4.xml · nonDerivative · entry 2

Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,279,365

F2 · shares: Represents shares sold by Mr. Grant upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 27, 2020 00:51 UTC
Grant Robert ClayPRESIDENT, SELECTQUOTE SENIOR
ConversionCommon Stock, par value $0.01 per share 37,112 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-20-014260 · doc4.xml · nonDerivative · entry 1

Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,448,968

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Series A Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 21:01 UTC ConversionSeries B Preferred Stock, par value $0.01 per share · Derivative 3,477 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-014270 · doc4.xml · derivative · entry 3

Britton Donald Wayne · CIK 0001804786 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 27,816 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Shares of Series B Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.exercise_date: Shares of Series B Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.expiration_date: Shares of Series B Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 21:01 UTC SaleCommon Stock, par value $0.01 per share 41,159 $18.90 $777,905.10
Disclosure

SEC source: 0000899243-20-014270 · doc4.xml · nonDerivative · entry 2

Britton Donald Wayne · CIK 0001804786 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 320,177

F2 · shares: Represents shares sold by Mr. Britton upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 26, 2020 21:01 UTC ConversionCommon Stock, par value $0.01 per share 27,816 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-20-014270 · doc4.xml · nonDerivative · entry 1

Britton Donald Wayne · CIK 0001804786 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 361,336

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Series B Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC ConversionSeries C Preferred Stock, par value $0.01 per share · Derivative 29,186 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · derivative · entry 10

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 233,488 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.exercise_date: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.expiration_date: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC ConversionSeries B Preferred Stock, par value $0.01 per share · Derivative 52,635 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · derivative · entry 9

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 421,080 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.exercise_date: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.expiration_date: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC ConversionSeries A Preferred Stock, par value $0.01 per share · Derivative 56,794 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · derivative · entry 8

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 454,352 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.exercise_date: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

F1 · derivative.expiration_date: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC SaleCommon Stock, par value $0.01 per share 177,600 $18.90 $3,356,640.00
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · nonDerivative · entry 5

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self as Trustee for the W. Thomas Grant II Family Irrevocable Trust

Disclosed balance after: 1,595,424

F3 · shares: Represents shares sold by the W. Thomas Grant II Family Irrevocable Trust upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

F4 · balance_after: Beneficially owned by Mr. Grant as the trustee of the W. Thomas Grant II Family Irrevocable Trust.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC SaleCommon Stock, par value $0.01 per share 493,600 $18.90 $9,329,040.00
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · nonDerivative · entry 4

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,969,744

F2 · shares: Represents shares sold by Mr. Grant upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC ConversionCommon Stock, par value $0.01 per share 233,488 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · nonDerivative · entry 3

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,463,344

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC ConversionCommon Stock, par value $0.01 per share 421,080 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · nonDerivative · entry 2

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,229,856

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 26, 2020 20:47 UTC ConversionCommon Stock, par value $0.01 per share 454,352 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-20-014250 · doc4.xml · nonDerivative · entry 1

GRANT W THOMAS II · CIK 0001184696 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,808,776

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Series A, B and C Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date.

Read SEC document
May 26, 2020 Filed May 27, 2020 00:59 UTC GrantCommon Stock, par value $0.01 per share 2,500 $20.00 $50,000.00
Disclosure

SEC source: 0000899243-20-014269 · doc4.xml · nonDerivative · entry 1

Devine Denise L · CIK 0001564996 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

F1 · shares: Represents shares acquired pursuant to a directed share program in connection with SelectQuote Inc.'s initial public offering of its common stock.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:46 UTC
BEP III Co-Invest LLCMember of 10% owner group
ConversionSeries D Convertible Preferred Stock, par value $0.01 · Derivative 1,505,543 $0.00 $0.00
Disclosure

SEC source: 0001398344-20-011598 · fp0054272_4.xml · derivative · entry 3

BEP III Co-Invest LLC · CIK 0001805467 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,044,344 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.exercise_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.expiration_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F4 · derivative.underlying_shares: Reflects 8 to 1 forward stock split with respect to the Common Stock that became effective on February 28, 2020.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:46 UTC
BEP III Co-Invest LLCMember of 10% owner group
SaleCommon Stock, par value $0.01 per share 3,254,088 $18.90 $61,502,263.20
Disclosure

SEC source: 0001398344-20-011598 · fp0054272_4.xml · nonDerivative · entry 2

BEP III Co-Invest LLC · CIK 0001805467 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,790,256

F3 · shares: Represents shares sold pursuant to an underwritten secondary public offering of the Common Stock of SelectQuote, Inc. that priced on May 20, 2020 and closed on May 26, 2020 and includes shares sold following the exercise of the underwriters' over-allotment option.

F2 · price: Represents shares sold upon the closing of the initial public offering of the Common Stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 28, 2020 16:46 UTC
BEP III Co-Invest LLCMember of 10% owner group
ConversionCommon Stock, par value $0.01 per share 12,044,344 Not disclosed Not disclosed
Disclosure

SEC source: 0001398344-20-011598 · fp0054272_4.xml · nonDerivative · entry 1

BEP III Co-Invest LLC · CIK 0001805467 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,044,344

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Represents shares sold pursuant to an underwritten secondary public offering of the Common Stock of SelectQuote, Inc. that priced on May 20, 2020 and closed on May 26, 2020 and includes shares sold following the exercise of the underwriters' over-allotment option.

F1 · price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:40 UTC
BEP III LLC10% owner · Member of 10% owner group
ConversionSeries D Convertible Preferred Stock, par value $0.01 · Derivative 1,505,543 $0.00 $0.00
Disclosure

SEC source: 0001398344-20-011594 · fp0054270_4.xml · derivative · entry 6

BEP III LLC · CIK 0001805468 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Owned by wholly-owned subsidiary, BEP III Co-Invest LLC

Disclosed balance after: 0

Underlying: Common Stock · 12,044,344 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.exercise_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.expiration_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F4 · derivative.underlying_shares: Reflects 8 to 1 forward stock split with respect to the Common Stock that became effective on February 28, 2020.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:40 UTC
BEP III LLC10% owner · Member of 10% owner group
ConversionSeries D Convertible Preferred Stock, par value $0.01 · Derivative 1,933,853 $0.00 $0.00
Disclosure

SEC source: 0001398344-20-011594 · fp0054270_4.xml · derivative · entry 5

BEP III LLC · CIK 0001805468 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,470,824 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.exercise_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.expiration_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F4 · derivative.underlying_shares: Reflects 8 to 1 forward stock split with respect to the Common Stock that became effective on February 28, 2020.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:40 UTC
BEP III LLC10% owner · Member of 10% owner group
SaleCommon Stock, par value $0.01 per share 3,254,088 $18.90 $61,502,263.20
Disclosure

SEC source: 0001398344-20-011594 · fp0054270_4.xml · nonDerivative · entry 4

BEP III LLC · CIK 0001805468 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Owned by wholly-owned subsidiary, BEP III Co-Invest LLC

Disclosed balance after: 8,790,256

F3 · shares: Represents shares sold pursuant to an underwritten secondary public offering of the Common Stock of SelectQuote, Inc. that priced on May 20, 2020 and closed on May 26, 2020 and includes shares sold following the exercise of the underwriters' over-allotment option.

F2 · price: Shares sold upon the closing of the initial public offering of the Common Stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 28, 2020 16:40 UTC
BEP III LLC10% owner · Member of 10% owner group
SaleCommon Stock, par value $0.01 per share 4,179,840 $18.90 $78,998,976.00
Disclosure

SEC source: 0001398344-20-011594 · fp0054270_4.xml · nonDerivative · entry 3

BEP III LLC · CIK 0001805468 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,290,984

F3 · shares: Represents shares sold pursuant to an underwritten secondary public offering of the Common Stock of SelectQuote, Inc. that priced on May 20, 2020 and closed on May 26, 2020 and includes shares sold following the exercise of the underwriters' over-allotment option.

F2 · price: Shares sold upon the closing of the initial public offering of the Common Stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 28, 2020 16:40 UTC
BEP III LLC10% owner · Member of 10% owner group
ConversionCommon Stock, par value $0.01 per share 12,044,344 Not disclosed Not disclosed
Disclosure

SEC source: 0001398344-20-011594 · fp0054270_4.xml · nonDerivative · entry 2

BEP III LLC · CIK 0001805468 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Owned by wholly-owned subsidiary, BEP III Co-Invest LLC

Disclosed balance after: 12,044,344

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:40 UTC
BEP III LLC10% owner · Member of 10% owner group
ConversionCommon Stock, par value $0.01 per share 15,470,824 Not disclosed Not disclosed
Disclosure

SEC source: 0001398344-20-011594 · fp0054270_4.xml · nonDerivative · entry 1

BEP III LLC · CIK 0001805468 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,470,824

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:43 UTC
SQ Co-investors LLCMember of 10% Group
ConversionSeries D Convertible Preferred Stock, par value $0.01 · Derivative 411,540 $0.00 $0.00
Disclosure

SEC source: 0001398344-20-011596 · fp0054271_4.xml · derivative · entry 3

SQ Co-investors LLC · CIK 0001615361 · Member of 10% Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,292,320 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.exercise_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F1 · derivative.expiration_date: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

F4 · derivative.underlying_shares: Reflects 8 to 1 forward stock split with respect to the Common Stock that became effective on February 28, 2020.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:43 UTC
SQ Co-investors LLCMember of 10% Group
SaleCommon Stock, par value $0.01 per share 889,505 $18.90 $16,811,644.50
Disclosure

SEC source: 0001398344-20-011596 · fp0054271_4.xml · nonDerivative · entry 2

SQ Co-investors LLC · CIK 0001615361 · Member of 10% Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,402,815

F3 · shares: Represents shares sold pursuant to an underwritten secondary public offering of the Common Stock of SelectQuote, Inc. that priced on May 20, 2020 and closed on May 26, 2020, and includes shares sold following the exercise of the underwriters' overallotment option.

F2 · price: Represents shares sold upon the closing of the initial public offering of the Common Stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions).

Read SEC document
May 26, 2020 Filed May 28, 2020 16:43 UTC
SQ Co-investors LLCMember of 10% Group
ConversionCommon Stock, par value $0.01 per share 3,292,320 Not disclosed Not disclosed
Disclosure

SEC source: 0001398344-20-011596 · fp0054271_4.xml · nonDerivative · entry 1

SQ Co-investors LLC · CIK 0001615361 · Member of 10% Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,292,320

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: The Series D Convertible Preferred Stock, par value $0.01 per share, converted into SelectQuote, Inc. Common Stock, par value $0.01 per share, on an 8 to 1 basis, for no consideration.

Read SEC document
May 20, 2020 Filed May 22, 2020 16:27 UTC GrantEmployee Stock Options · Derivative 25,000 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0000899243-20-014008 · doc4.xml · derivative · entry 1

DEVANNY EARL H III · CIK 0001094680 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock, par value $0.01 per share · 25,000 shares

Expires 2030-05-20

F1 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. Devanny under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F2 · derivative.exercise_date: Employee stock options vest in three equal installments on the first three anniversaries of the grant date, subject to the award recipient's continued service through the applicable vesting date.

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May 20, 2020 Filed May 22, 2020 16:25 UTC
May Floyd O'Lander IIICHIEF INFORMATION OFFICER
GrantEmployee Stock Options · Derivative 49,000 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0000899243-20-014004 · doc4.xml · derivative · entry 1

May Floyd O'Lander III · CIK 0001811608 · CHIEF INFORMATION OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,000

Underlying: Common Stock, par value $0.01 per share · 49,000 shares

Expires 2030-05-20

F1 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. May under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F2 · derivative.exercise_date: Employee stock options vest in three equal installments on the first three anniversaries of the grant date, subject to the award recipient's continued employment through the applicable vesting date.

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May 20, 2020 Filed May 22, 2020 20:35 UTC
Grant William Thomas IIICHIEF OPERATING OFFICER
GrantRestricted Stock Units · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-014018 · doc4.xml · derivative · entry 1

Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock, par value $0.01 per share · 100,000 shares

Expires not disclosed

F1 · security: Represents restricted stock units of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SelectQuote, Inc. common stock, par value $0.01 per share.

F3 · derivative.exercise_date: The restricted stock units vest in three equal installments on the three first anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal installments on the three first anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date.

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May 20, 2020 Filed May 22, 2020 20:29 UTC
Boulware Daniel AllenGENERAL COUNSEL AND SECRETARY
GrantEmployee Stock Options · Derivative 62,000 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0000899243-20-014011 · doc4.xml · derivative · entry 1

Boulware Daniel Allen · CIK 0001804666 · GENERAL COUNSEL AND SECRETARY

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,000

Underlying: Common Stock, par value $0.01 per share · 62,000 shares

Expires 2030-05-20

F1 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. Boulware under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F2 · derivative.exercise_date: Employee stock options vest in three equal installments on the first three anniversaries of the grant date, subject to the award recipient's continued employment through the applicable vesting date.

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May 20, 2020 Filed May 22, 2020 20:30 UTC
Grant Robert ClayPRESIDENT, SELECTQUOTE SENIOR
GrantEmployee Stock Options · Derivative 200,000 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0000899243-20-014012 · doc4.xml · derivative · entry 2

Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,000

Underlying: Common Stock, par value $0.01 per share · 200,000 shares

Expires 2030-05-20

F4 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F5 · derivative.exercise_date: Employee stock options vest in three equal installments on the first three anniversaries of the grant date, subject to the award recipient's continued employment through the applicable vesting date.

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May 20, 2020 Filed May 22, 2020 20:30 UTC
Grant Robert ClayPRESIDENT, SELECTQUOTE SENIOR
GrantRestricted Stock Units · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-014012 · doc4.xml · derivative · entry 1

Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock, par value $0.01 per share · 50,000 shares

Expires not disclosed

F1 · security: Represents restricted stock units of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SelectQuote, Inc. common stock, par value $0.01 per share.

F3 · derivative.exercise_date: The restricted stock units vest in three equal installments on the three first anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal installments on the three first anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date.

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May 20, 2020 Filed May 22, 2020 20:28 UTC GrantEmployee Stock Options · Derivative 25,000 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0000899243-20-014009 · doc4.xml · derivative · entry 1

Devine Denise L · CIK 0001564996 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock, par value $0.01 per share · 25,000 shares

Expires 2030-05-20

F1 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Ms. Devine under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan.

F2 · derivative.exercise_date: Employee stock options vest in three equal installments on the first three anniversaries of the grant date, subject to the award recipient's continued service through the applicable vesting date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.