Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SelectQuote, Inc.SLQT · Entity 6791 | PRESIDENT | August 01, 2026 | August 05, 2026 |
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 01, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 3,306,690 |
Ending reported balance
After 2026-08-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-01 · Exercise / conversion · Acquired 255,557 · Balance 3,146,891 Row 2 · 2026-08-01 · Exercise / conversion · Acquired 122,470 · Balance 3,269,361 Row 3 · 2026-08-01 · Exercise / conversion · Acquired 160,000 · Balance 3,429,361 Row 4 · 2026-08-01 · Exercise / conversion · Acquired 31,944 · Balance 3,461,305 Row 5 · 2026-08-01 · Exercise / conversion · Acquired 40,823 · Balance 3,502,128 Row 6 · 2026-08-01 · Tax withholding · Disposed 195,438 · Balance 3,306,690 F1: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to the recipient pursuant to the 2020 Omnibus Incentive Plan (the "Plan") of SelectQuote, Inc. (the "Company"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2033-09-13 | Direct | 0 |
Reported balance
After 2026-08-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-08-01 · Exercise / conversion · Disposed 255,557 · Balance 0 F4: Represents restricted stock units granted to the recipient pursuant to the Plan. F5: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F6: The restricted stock units vest ratably in three annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2034-10-28 | Direct | 122,472 |
Reported balance
After 2026-08-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-08-01 · Exercise / conversion · Disposed 122,470 · Balance 122,472 F4: Represents restricted stock units granted to the recipient pursuant to the Plan. F5: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F7: The restricted stock units vest ratably in three annual installments commencing on August 1, 2025, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2035-08-01 | Direct | 300,000 |
Reported balance
After 2026-08-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-08-01 · Exercise / conversion · Disposed 160,000 · Balance 300,000 F4: Represents restricted stock units granted to the recipient pursuant to the Plan. F5: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F8: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2036-08-01 | Direct | 575,000 |
Reported balance
After 2026-08-01 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-08-01 · Grant · Acquired 575,000 · Balance 575,000 F4: Represents restricted stock units granted to the recipient pursuant to the Plan. F5: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F8: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| Price-Vested Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-09-13 | Direct | 287,500 |
Reported balance
After 2026-08-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-08-01 · Exercise / conversion · Disposed 31,944 · Balance 287,500 F9: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F10: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F11: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.50, $5.00, $7.50, and $10.00 during the five-year performance period. |
| Price-Vested Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-10-28 | Direct | 285,765 |
Reported balance
After 2026-08-01 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-08-01 · Exercise / conversion · Disposed 40,823 · Balance 285,765 F9: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F10: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F12: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2025, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-third of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $3.13, $6.00, and $9.00 during the five-year performance period. |
| Price-Vested Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2031-08-01 | Direct | 575,000 |
Reported balance
After 2026-08-01 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-08-01 · Grant · Acquired 575,000 · Balance 575,000 F9: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F10: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F13: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-third of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.00, $3.00, and $4.00 during the five-year performance period. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Self as Trustee for the Robert Clay Grant Irrevocable Trust | 1,242,000 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,242,000 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Haakon Capital, LLC | 1,089,369 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,089,369 F2: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which he has a one-third ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy R. Grant Irrevocable Trust | 101,421 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 101,421 F3: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy G. Grant Irrevocable Trust | 100,914 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 100,914 F3: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy A. Grant Irrevocable Trust | 100,766 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 100,766 F3: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children. |
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 the recipient pursuant to the 2020 Omnibus Incentive Plan (the "Plan") of SelectQuote, Inc. (the "Company").
F2: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which he has a one-third ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein.
F3: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children.
F4: Represents restricted stock units granted to the recipient pursuant to the Plan.
F5: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
F6: The restricted stock units vest ratably in three annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date.
F7: The restricted stock units vest ratably in three annual installments commencing on August 1, 2025, subject to the recipient's continued employment with the Company through the applicable vesting date.
F8: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date.
F9: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
F10: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions.
F11: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.50, $5.00, $7.50, and $10.00 during the five-year performance period.
F12: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2025, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-third of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $3.13, $6.00, and $9.00 during the five-year performance period.
F13: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-third of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.00, $3.00, and $4.00 during the five-year performance period.
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 |
|---|---|---|---|---|---|---|
| September 15, 2023 Filed Sep 18, 2023 22:22 UTC | SelectQuote, Inc. SLQT · Entity 6791 | PurchaseCommon Stock, par value $0.01 per share | 61,400 | $1.14 | $69,996.00 |
DisclosureSEC source: 0001794783-23-000122 · wf-form4_169507556325348.xml · nonDerivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By A. Grant Irrevocable Trust Disclosed balance after: 61,400 F1 · ownership.nature: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 22:22 UTC | SelectQuote, Inc. SLQT · Entity 6791 | PurchaseCommon Stock, par value $0.01 per share | 61,400 | $1.14 | $69,996.00 |
DisclosureSEC source: 0001794783-23-000122 · wf-form4_169507556325348.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By G. Grant Irrevocable Trust Disclosed balance after: 61,400 F1 · ownership.nature: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 22:22 UTC | SelectQuote, Inc. SLQT · Entity 6791 | PurchaseCommon Stock, par value $0.01 per share | 61,400 | $1.14 | $69,996.00 |
DisclosureSEC source: 0001794783-23-000122 · wf-form4_169507556325348.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By R. Grant Irrevocable Trust Disclosed balance after: 61,400 F1 · ownership.nature: Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:50 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantPrice-Vested Restricted Stock Units · Derivative | 383,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000114 · wf-form4_169481823031852.xml · derivative · entry 6 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,333 Underlying: Common Stock, par value $0.01 per share · 383,333 shares Expires 2028-08-01 F6 · security: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F7 · derivative.exercise_price: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F8 · derivative.exercise_date: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.50, $5.00, $7.50, and $10.00 during the five-year performance period. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:50 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 766,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000114 · wf-form4_169481823031852.xml · derivative · entry 5 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 766,667 Underlying: Common Stock, par value $0.01 per share · 766,667 shares Expires 2033-09-13 F3 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F5 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:50 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 1,129 | $1.14 | $1,287.06 |
DisclosureSEC source: 0001794783-23-000114 · wf-form4_169481823031852.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,660,456 F2 · shares: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of performance-based restricted stock units previously granted to the recipient. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:50 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 3,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000114 · wf-form4_169481823031852.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,661,585 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 · shares: Represents shares issued following the vesting of performance-based restricted stock unit awards relating to the three-year performance period ended June 30, 2023. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 105,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000080 · wf-form4_169110640736925.xml · derivative · entry 8 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,203 Underlying: Common Stock, par value $0.01 per share · 105,601 shares Expires 2032-08-01 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to Mr. Grant under the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F5 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 10,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000080 · wf-form4_169110640736925.xml · derivative · entry 7 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,608 Underlying: Common Stock, par value $0.01 per share · 10,805 shares Expires 2031-08-01 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to Mr. Grant under the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 7,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000080 · wf-form4_169110640736925.xml · derivative · entry 6 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,394 Underlying: Common Stock, par value $0.01 per share · 7,394 shares Expires 2030-08-01 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to Mr. Grant under the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 105,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000080 · wf-form4_169110640736925.xml · nonDerivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,657,740 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. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 10,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000080 · wf-form4_169110640736925.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,552,139 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. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 7,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000080 · wf-form4_169110640736925.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,541,334 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. Read SEC document |
| May 20, 2023 Filed May 23, 2023 13:11 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 16,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000065 · wf-form4_168484745089123.xml · derivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 16,668 shares Expires 2030-05-20 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to Mr. Grant under the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| May 20, 2023 Filed May 23, 2023 13:11 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 16,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000065 · wf-form4_168484745089123.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,533,940 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. Read SEC document |
| May 16, 2023 Filed May 17, 2023 01:39 UTC | SelectQuote, Inc. SLQT · Entity 6791 | PurchaseCommon Stock, par value $0.01 per share | 200,000 | $1.28 | $256,000.00 |
DisclosureSEC source: 0001794783-23-000058 · wf-form4_168428756014369.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,517,272 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:19 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 10,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000053 · wf-form4_165956152636968.xml · derivative · entry 8 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,413 Underlying: Common Stock, par value $0.01 per share · 10,804 shares Expires 2031-08-01 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F8 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:19 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 7,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000053 · wf-form4_165956152636968.xml · derivative · entry 7 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,788 Underlying: Common Stock, par value $0.01 per share · 7,395 shares Expires 2030-08-01 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F8 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:19 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantPrice-Vested Restricted Stock Units · Derivative | 766,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000053 · wf-form4_165956152636968.xml · derivative · entry 6 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766,666 Underlying: Common Stock, par value $0.01 per share · 766,666 shares Expires 2027-08-01 F5 · security: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F6 · derivative.exercise_price: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F7 · derivative.exercise_date: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock reaching each of $4.00, $7.50, $10.00, and $12.50 during the five-year performance period. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:19 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 316,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000053 · wf-form4_165956152636968.xml · derivative · entry 5 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,804 Underlying: Common Stock, par value $0.01 per share · 316,804 shares Expires 2032-08-01 F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:19 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 10,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000053 · wf-form4_165956152636968.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317,268 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. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:19 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 7,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000053 · wf-form4_165956152636968.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,306,464 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. Read SEC document |
| May 20, 2022 Filed May 20, 2022 20:35 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000035 · wf-form4_165307888047367.xml · derivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,668 Underlying: Common Stock, par value $0.01 per share · 16,666 shares Expires 2030-05-20 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 restricted stock units of SelectQuote, Inc. (the "Company") granted to Mr. Grant under the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in three installments on the first three anniversaries of the date of grant, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| May 20, 2022 Filed May 20, 2022 20:35 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000035 · wf-form4_165307888047367.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299,069 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. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 01:47 UTC | SelectQuote, Inc. SLQT · Entity 6791 | PurchaseCommon Stock, par value $0.01 per share | 230,000 | $8.79 | $2,021,700.00 |
DisclosureSEC source: 0001794783-21-000127 · wf-form4_163037439766815.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279,658 F1 · price: Represents a weighted average price. On August 30, 2021, Mr. Grant purchased 230,000 shares in multiple transactions at prices ranging from $8.4899 to $8.8313, inclusive. The reporting person undertakes to provide to SelectQuote, Inc. (the "Company"), any stockholder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:52 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 172,868 | $0.00 Strike: $17.80 | $0.00 |
DisclosureSEC source: 0001794783-21-000097 · wf-form4_162804192863246.xml · derivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,868 Underlying: Common Stock, par value $0.01 per share · 172,868 shares Expires 2031-08-01 F4 · security: Represents non-qualified stock options of the Company granted to Mr. Grant under the Plan. F5 · derivative.exercise_date: Employee stock options 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 4, 2021 01:52 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 43,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-21-000097 · wf-form4_162804192863246.xml · derivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,400 Underlying: Common Stock, par value $0.01 per share · 43,217 shares Expires not disclosed F2 · security: Represents RSUs of the Company granted to Mr. Grant 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 4, 2021 01:52 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 7,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-21-000097 · wf-form4_162804192863246.xml · derivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,183 Underlying: Common Stock, par value $0.01 per share · 7,394 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. Grant 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 4, 2021 01:52 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 7,394 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794783-21-000097 · wf-form4_162804192863246.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,658 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 |
| May 20, 2021 Filed May 24, 2021 20:05 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001794783-21-000076 · wf-form4_162188673078250.xml · derivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,334 Underlying: Common Stock, par value $0.01 per share · 50,000 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. F3 · security: Represents restricted stock units of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan. F4 · 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. F5 · 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. F5 · 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. Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:05 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 16,666 | $0.01 | $166.66 |
DisclosureSEC source: 0001794783-21-000076 · wf-form4_162188673078250.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006,712 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. Read SEC document |
| May 20, 2021 Filed Jun 28, 2021 23:03 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionEmployee Stock Options · Derivative | 35,552 | $1.88 Strike: $1.88 | $66,660.00 |
DisclosureSEC source: 0001794783-21-000080 · wf-form4_162492138301154.xml · derivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448 Underlying: Common Stock, par value $0.01 per share · 35,552 shares Expires 2028-08-22 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 · security: Represents incentive stock options of SelectQuote, Inc. granted to Mr. Grant under SelectQuote, Inc.'s 2003 Stock Incentive Plan. F4 · derivative.exercise_price: Each incentive stock option represents a contingent right to receive one share of SelectQuote, Inc. common stock, par value $0.01 per share. F5 · derivative.exercise_date: Employee stock options vest as to one-third on the first anniversary of the date of the grant and as to 1/24 of the remaining shares subject to the stock option monthly thereafter, subject to the award recipient's continued employment through the applicable vesting date. Mr. Grant's employee stock options reported on this line were granted on August 22, 2018 and, as of May 20, 2021, all of these options were vested. F5 · derivative.expiration_date: Employee stock options vest as to one-third on the first anniversary of the date of the grant and as to 1/24 of the remaining shares subject to the stock option monthly thereafter, subject to the award recipient's continued employment through the applicable vesting date. Mr. Grant's employee stock options reported on this line were granted on August 22, 2018 and, as of May 20, 2021, all of these options were vested. Read SEC document |
| May 20, 2021 Filed Jun 28, 2021 23:03 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 35,552 | $1.88 | $66,660.00 |
DisclosureSEC source: 0001794783-21-000080 · wf-form4_162492138301154.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042,264 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. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 01:43 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 4,506.66 | $30.57 | $137,776.71 |
DisclosureSEC source: 0001794783-21-000054 · wf-form4_161430379465450.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Haakon Capital, LLC Disclosed balance after: 363,638.97 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $30.00 to $30.57 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. F4 · balance_after: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 01:43 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 14,004 | $30.55 | $427,860.01 |
DisclosureSEC source: 0001794783-21-000054 · wf-form4_161430379465450.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990,046 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 $30.00 to $30.55 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 |
| February 24, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 53,264 | $30.95 | $1,648,744.51 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 9 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: 1,242,000 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $30.01 to $30.95 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. F7 · balance_after: Beneficially owned by Mr. Grant as the Trustee of Robert Clay Grant Irrevocable Trust. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 24,560 | $30.90 | $758,859.79 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 6 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Haakon Capital, LLC Disclosed balance after: 368,145.63 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $30.09 to $30.90 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. F4 · balance_after: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 73,464 | $30.90 | $2,269,846.59 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,004,050 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $30.08 to $30.90 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 |
| February 23, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 1,700 | $30.02 | $51,029.92 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 8 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: 1,295,264 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $30.00 to $30.02 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. F7 · balance_after: Beneficially owned by Mr. Grant as the Trustee of Robert Clay Grant Irrevocable Trust. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 600 | $30.02 | $18,014.34 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 5 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Haakon Capital, LLC Disclosed balance after: 392,705.63 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $30.00 to $30.02 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. F4 · balance_after: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 1,432 | $30.01 | $42,979.33 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077,514 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 $30.00 to $30.01 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 |
| February 22, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 11,036 | $30.01 | $331,182.63 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 7 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: 1,296,964 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 $30.00 to $30.01 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. F7 · balance_after: Beneficially owned by Mr. Grant as the Trustee of Robert Clay Grant Irrevocable Trust. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 3,666.7 | $30.01 | $110,032.17 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Haakon Capital, LLC Disclosed balance after: 393,305.63 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 $30.00 to $30.01 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. F4 · balance_after: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 01:34 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 11,100 | $30.01 | $333,155.40 |
DisclosureSEC source: 0001794783-21-000044 · wf-form4_161421684853977.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,946 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 $30.00 to $30.01 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 |
| February 11, 2021 Filed Feb 12, 2021 23:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 3,738.67 | $27.08 | $101,243.18 |
DisclosureSEC source: 0001794783-21-000024 · wf-form4_161317385995682.xml · nonDerivative · entry 4 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Haakon Capital, LLC Disclosed balance after: 396,972.33 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $27.00 to $27.33 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. F5 · balance_after: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 9,833 | $27.05 | $265,982.65 |
DisclosureSEC source: 0001794783-21-000024 · wf-form4_161317385995682.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090,046 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $27.00 to $27.26 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 |
| February 10, 2021 Filed Feb 12, 2021 23:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 10,539 | $27.20 | $286,660.80 |
DisclosureSEC source: 0001794783-21-000024 · wf-form4_161317385995682.xml · nonDerivative · entry 5 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: 1,308,000 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $27.01 to $27.46 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. F8 · balance_after: Beneficially owned by Mr. Grant as the Trustee of Robert Clay Grant Irrevocable Trust. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 11,215.7 | $27.09 | $303,833.31 |
DisclosureSEC source: 0001794783-21-000024 · wf-form4_161317385995682.xml · nonDerivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Haakon Capital, LLC Disclosed balance after: 400,711 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $27.00 to $27.41 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. F5 · balance_after: Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 34,326 | $27.10 | $930,234.60 |
DisclosureSEC source: 0001794783-21-000024 · wf-form4_161317385995682.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099,879 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 $27.00 to $27.45 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 |
| February 09, 2021 Filed Feb 10, 2021 00:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 55,461 | $27.05 | $1,500,220.05 |
DisclosureSEC source: 0001794783-21-000016 · wf-form4_161291774036879.xml · nonDerivative · entry 5 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: 1,318,539 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reporting price is the weighted average purchase price per share for multiple transactions in which the purchase prices range from $27.00 to $27.50 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. F7 · balance_after: Beneficially owned by Mr. Grant as the Trustee of Robert Clay Grant Irrevocable Trust. 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.