Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SelectQuote, Inc.SLQT · Entity 6791 | Member of 10% owner group | March 08, 2021 | March 10, 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 March 08, 2021 · Filed March 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 8,877,872 |
Reported balance
After 2021-03-08 transaction · row 1
1 source rowRow 1 · 2021-03-08 · Sale · Disposed 2,413,112 · Balance 8,877,872 F1: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions). |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectOwned by wholly- owned subsidiary, BEP III Co-Invest LLC | 6,911,600 |
Reported balance
After 2021-03-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-03-08 · Sale · Disposed 1,878,656 · Balance 6,911,600 F1: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions).
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 |
|---|---|---|---|---|---|---|
| March 08, 2021 Filed Mar 10, 2021 08:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 1,878,656 | $26.47 | $49,725,769.93 |
DisclosureSEC source: 0001398344-21-006107 · fp0063463_4.xml · nonDerivative · entry 2 BEP III LLC · CIK 0001805468 · 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: 6,911,600 F1 · shares: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions). F1 · price: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions). Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 08:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 2,413,112 | $26.47 | $63,872,178.91 |
DisclosureSEC source: 0001398344-21-006107 · fp0063463_4.xml · nonDerivative · entry 1 BEP III LLC · CIK 0001805468 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,877,872 F1 · shares: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions). F1 · price: Shares sold upon the closing of an underwritten public offering of the common stock of SelectQuote, Inc. at a net price per share of $26.46875 (after underwriting discounts and commissions). Read SEC document |
| May 26, 2020 Filed May 28, 2020 16:40 UTC | SelectQuote, Inc. SLQT · Entity 6791 | ConversionSeries D Convertible Preferred Stock, par value $0.01 · Derivative | 1,505,543 | $0.00 | $0.00 |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | ConversionSeries D Convertible Preferred Stock, par value $0.01 · Derivative | 1,933,853 | $0.00 | $0.00 |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 3,254,088 | $18.90 | $61,502,263.20 |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 4,179,840 | $18.90 | $78,998,976.00 |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | ConversionCommon Stock, par value $0.01 per share | 12,044,344 | Not disclosed | Not disclosed |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | ConversionCommon Stock, par value $0.01 per share | 15,470,824 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.