Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SelectQuote, Inc.SLQT · Entity 6791 | Director | May 26, 2020 | May 26, 2020 |
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 May 26, 2020 · Filed May 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 320,177 |
Ending reported balance
After 2020-05-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-05-26 · Conversion · Acquired 27,816 · Balance 361,336 F1: 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. Row 2 · 2020-05-26 · Sale · Disposed 41,159 · Balance 320,177 F2: 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). |
| Series B Preferred Stock, par value $0.01 per shareSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-05-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-26 · Conversion · Disposed 3,477 · Balance 0 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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).
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 |
|---|---|---|---|---|---|---|
| May 26, 2020 Filed May 26, 2020 21:01 UTC | SelectQuote, Inc. SLQT · Entity 6791 | ConversionSeries B Preferred Stock, par value $0.01 per share · Derivative | 3,477 | $0.00 | $0.00 |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 41,159 | $18.90 | $777,905.10 |
DisclosureSEC 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 | SelectQuote, Inc. SLQT · Entity 6791 | ConversionCommon Stock, par value $0.01 per share | 27,816 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.