Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SelectQuote, Inc.SLQT · Entity 6791 | See Remarks | August 02, 2021 | August 04, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SelectQuote, Inc.
Report date August 02, 2021 · Filed August 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 199,658 |
Reported balance
After 2021-08-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-08-02 · Tax withholding · Disposed 152 · Balance 199,658 F1: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to Mr. Gregory under the 2020 Omnibus Stock Incentive Plan of SelectQuote, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to Mr. Gregory under the 2020 Omnibus Stock Incentive Plan of SelectQuote, Inc.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 02, 2021 Filed Aug 4, 2021 17:24 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 152 | $17.80 | $2,705.60 |
DisclosureSEC source: 0001794783-21-000108 · wf-form4_162811222554713.xml · nonDerivative · entry 1 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,658 F1 · security: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to Mr. Gregory under the 2020 Omnibus Stock Incentive Plan of SelectQuote, Inc. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 21:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-21-000094 · wf-form4_162804187182880.xml · derivative · entry 2 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,312 Underlying: Common Stock, par value $0.01 per share · 438 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. F2 · security: Represents RSUs of the Company granted to Mr. Gregory under the Company's 2020 Omnibus Stock Incentive Plan (the "Plan"). F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, $0.01 par value per share ("Common Stock"), of SelectQuote, Inc. (the "Company"). F3 · derivative.exercise_date: The RSUs vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. F3 · derivative.expiration_date: The RSUs vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 21:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794783-21-000094 · wf-form4_162804187182880.xml · nonDerivative · entry 1 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,810 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, $0.01 par value per share ("Common Stock"), of SelectQuote, Inc. (the "Company"). Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 18:05 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 30,000 | $29.97 | $899,043.00 |
DisclosureSEC source: 0001794783-21-000038 · wf-form4_161420789070672.xml · nonDerivative · entry 1 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,372 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $29.95 to $29.97 per share. The Reporting Person undertakes to provide full information regarding the number of shares sold at each separate sale price upon request of the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 19:53 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 40,000 | $24.99 | $999,600.00 |
DisclosureSEC source: 0000950138-21-000056 · edgar.xml · nonDerivative · entry 1 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,372 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $24.95 to $25.06 per share. The Reporting Person undertakes to provide full information regarding the number of shares sold at each separate sale price upon request of the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer. Read SEC document |
| August 01, 2020 Filed Aug 10, 2020 18:45 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 7,000 | $0.00 Strike: $17.89 | $0.00 |
DisclosureSEC source: 0000899243-20-021932 · doc4.xml · derivative · entry 2 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock, par value $0.01 per share · 7,000 shares Expires 2030-08-01 F4 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. Gregory under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan. F5 · derivative.exercise_date: Employee stock options vest in four equal installments on the first four anniversaries of the grant date, subject to the award recipient's continued employment through the applicable vesting date. Read SEC document |
| August 01, 2020 Filed Aug 10, 2020 18:45 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-021932 · doc4.xml · derivative · entry 1 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock, par value $0.01 per share · 1,750 shares Expires not disclosed F1 · security: Represents restricted stock units of SelectQuote, Inc. granted to Mr. Gregory 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 four equal installments on the first four 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 four equal installments on the first four anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date. Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 17:38 UTC | SelectQuote, Inc. SLQT · Entity 6791 | OtherCommon Stock, par value $0.01 per share | 1,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018832 · doc4.xml · nonDerivative · entry 2 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Mainstar Trust Roth IRA Disclosed balance after: 1,425 F1 · kind: Pro-rata liquidating distribution from Five Elms Equity Fund I LP, an investment company of which Mr. Gregory was a non-managing member and in which Mr. Gregory's Roth IRA previously owned a 0.05% ownership stake. In prior reports, Mr. Gregory reported indirect beneficial ownership of 1,847 shares of SelectQuote, Inc. common stock held by Five Elms Equity Fund I LP. After deducting carried interest paid to the general partner of Five Elms Equity Fund I LP, Mr. Gregory's Roth IRA received 1,425 shares of SelectQuote, Inc. common stock in connection with the distribution. F1 · balance_after: Pro-rata liquidating distribution from Five Elms Equity Fund I LP, an investment company of which Mr. Gregory was a non-managing member and in which Mr. Gregory's Roth IRA previously owned a 0.05% ownership stake. In prior reports, Mr. Gregory reported indirect beneficial ownership of 1,847 shares of SelectQuote, Inc. common stock held by Five Elms Equity Fund I LP. After deducting carried interest paid to the general partner of Five Elms Equity Fund I LP, Mr. Gregory's Roth IRA received 1,425 shares of SelectQuote, Inc. common stock in connection with the distribution. F2 · balance_after: Beneficially owned by Mr. Gregory through his Mainstar Trust Roth IRA. Read SEC document |
| May 26, 2020 Filed May 26, 2020 20:53 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 34,628 | $18.90 | $654,469.20 |
DisclosureSEC source: 0000899243-20-014263 · doc4.xml · nonDerivative · entry 1 Gregory Paul L · CIK 0001804766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,372 F1 · shares: Represents shares sold by Mr. Gregory 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.