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 |
|---|---|---|---|---|---|---|
| February 09, 2021 Filed Feb 10, 2021 00:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 18,379 | $27.05 | $497,151.95 |
DisclosureSEC source: 0001794783-21-000016 · wf-form4_161291774036879.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: 411,926.7 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 $27.50 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. 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 09, 2021 Filed Feb 10, 2021 00:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 55,841 | $27.05 | $1,510,499.05 |
DisclosureSEC source: 0001794783-21-000016 · wf-form4_161291774036879.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134,205 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. Read SEC document |
| February 05, 2021 Filed Feb 10, 2021 00:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 6,113 | $25.11 | $153,497.43 |
DisclosureSEC source: 0001794783-21-000016 · wf-form4_161291774036879.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: 430,305.7 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 $25.00 to $25.42 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 05, 2021 Filed Feb 10, 2021 00:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 18,165 | $25.10 | $455,941.50 |
DisclosureSEC source: 0001794783-21-000016 · wf-form4_161291774036879.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190,046 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 $25.00 to $25.44 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 26, 2021 Filed Jan 27, 2021 23:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 3,400 | $25.19 | $85,646.00 |
DisclosureSEC source: 0000950138-21-000066 · edgar.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: 436,418.7 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 $25.00 to $25.67 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. F6 · 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 |
| January 26, 2021 Filed Jan 27, 2021 23:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 10,215 | $25.19 | $257,315.85 |
DisclosureSEC source: 0000950138-21-000066 · edgar.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,208,211 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 $25.00 to $25.75 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 25, 2021 Filed Jan 27, 2021 23:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 16,015 | $25.13 | $402,456.95 |
DisclosureSEC source: 0000950138-21-000066 · edgar.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 IrrevocableTrust Disclosed balance after: 1,374,000 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 $25.00 to $25.51 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 |
| January 25, 2021 Filed Jan 27, 2021 23:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 7,210.3 | $25.12 | $181,122.74 |
DisclosureSEC source: 0000950138-21-000066 · edgar.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: 439,818.7 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 $25.00 to $25.51 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. F6 · 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 |
| January 25, 2021 Filed Jan 27, 2021 23:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 21,598 | $25.12 | $542,541.76 |
DisclosureSEC source: 0000950138-21-000066 · edgar.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,218,426 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 $25.00 to $25.50 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. Read SEC document |
| January 22, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 8,335 | $25.02 | $208,541.70 |
DisclosureSEC source: 0000950138-21-000057 · edgar.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: 1,390,015 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 $25.00 to $25.15 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 |
| January 22, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 2,736.7 | $25.02 | $68,472.23 |
DisclosureSEC source: 0000950138-21-000057 · edgar.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: 447,029 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 $25.00 to $25.15 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 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 |
| January 22, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 8,412 | $25.02 | $210,468.24 |
DisclosureSEC source: 0000950138-21-000057 · edgar.xml · nonDerivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240,024 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 $25.00 to $25.15 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 21, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 28,765 | $25.28 | $727,179.20 |
DisclosureSEC source: 0000950138-21-000057 · edgar.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: 1,398,350 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 $25.00 to $25.74 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 |
| January 21, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 9,573.3 | $25.28 | $242,013.02 |
DisclosureSEC source: 0000950138-21-000057 · edgar.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: 449,765.7 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 $25.00 to $25.75 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 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 |
| January 21, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 28,772 | $25.28 | $727,356.16 |
DisclosureSEC source: 0000950138-21-000057 · edgar.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248,436 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 $25.00 to $25.76 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 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 12,885 | $25.01 | $322,253.85 |
DisclosureSEC source: 0000950138-21-000057 · edgar.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 IrrevocableTrust Disclosed balance after: 1,427,115 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 $25.00 to $25.07 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 |
| January 20, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 4,300 | $25.01 | $107,543.00 |
DisclosureSEC source: 0000950138-21-000057 · edgar.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: 459,339 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 $25.00 to $25.07 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 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 |
| January 20, 2021 Filed Jan 23, 2021 00:55 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 12,838 | $25.01 | $321,078.38 |
DisclosureSEC source: 0000950138-21-000057 · edgar.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,277,208 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 $25.00 to $25.07 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 22:50 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 118,308 | $0.00 Strike: $17.89 | $0.00 |
DisclosureSEC source: 0000899243-20-021946 · doc4.xml · derivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,308 Underlying: Common Stock, par value $0.01 per share · 118,308 shares Expires 2030-08-01 F4 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan. F5 · derivative.exercise_date: Employee stock options vest in 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 22:50 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 29,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-021946 · doc4.xml · derivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,577 Underlying: Common Stock, par value $0.01 per share · 29,577 shares Expires not disclosed F1 · security: Represents restricted stock units of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SelectQuote, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: The restricted stock units vest in 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 21:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | OtherCommon Stock, par value $0.01 per share | 7,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018836 · doc4.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: 463,639 F1 · kind: Pro-rata liquidating distribution from Five Elms Equity Fund I LP, an investment company of which Mr. Grant was a non-managing member and in which Mr. Grant previously owned a 0.38% ownership stake and Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake, previously owned a 0.76% ownership stake. In prior reports, Mr. Grant reported indirect beneficial ownership of 23,395 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. Grant received 10,681 shares of SelectQuote, Inc. common stock in connection with the distribution and Haakon Capital, LLC received 21,361 shares of SelectQuote, Inc. common stock in connection with the distribution, of which 7,120 are indirectly beneficially owned by Mr. Grant through his interest in Haakon Capital, LLC. F1 · balance_after: Pro-rata liquidating distribution from Five Elms Equity Fund I LP, an investment company of which Mr. Grant was a non-managing member and in which Mr. Grant previously owned a 0.38% ownership stake and Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake, previously owned a 0.76% ownership stake. In prior reports, Mr. Grant reported indirect beneficial ownership of 23,395 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. Grant received 10,681 shares of SelectQuote, Inc. common stock in connection with the distribution and Haakon Capital, LLC received 21,361 shares of SelectQuote, Inc. common stock in connection with the distribution, of which 7,120 are indirectly beneficially owned by Mr. Grant through his interest in Haakon Capital, LLC. F2 · 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 |
| July 08, 2020 Filed Jul 9, 2020 21:42 UTC | SelectQuote, Inc. SLQT · Entity 6791 | OtherCommon Stock, par value $0.01 per share | 10,681 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018836 · doc4.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290,046 F1 · kind: Pro-rata liquidating distribution from Five Elms Equity Fund I LP, an investment company of which Mr. Grant was a non-managing member and in which Mr. Grant previously owned a 0.38% ownership stake and Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake, previously owned a 0.76% ownership stake. In prior reports, Mr. Grant reported indirect beneficial ownership of 23,395 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. Grant received 10,681 shares of SelectQuote, Inc. common stock in connection with the distribution and Haakon Capital, LLC received 21,361 shares of SelectQuote, Inc. common stock in connection with the distribution, of which 7,120 are indirectly beneficially owned by Mr. Grant through his interest in Haakon Capital, LLC. F1 · balance_after: Pro-rata liquidating distribution from Five Elms Equity Fund I LP, an investment company of which Mr. Grant was a non-managing member and in which Mr. Grant previously owned a 0.38% ownership stake and Haakon Capital, LLC, an investment company in which Mr. Grant owns a 33.3% ownership stake, previously owned a 0.76% ownership stake. In prior reports, Mr. Grant reported indirect beneficial ownership of 23,395 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. Grant received 10,681 shares of SelectQuote, Inc. common stock in connection with the distribution and Haakon Capital, LLC received 21,361 shares of SelectQuote, Inc. common stock in connection with the distribution, of which 7,120 are indirectly beneficially owned by Mr. Grant through his interest in Haakon Capital, LLC. Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | ConversionSeries A Preferred Stock, par value $0.01 per share · Derivative | 4,639 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-014260 · doc4.xml · derivative · entry 6 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 37,112 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Shares of Series A Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date. F1 · derivative.exercise_date: Shares of Series A Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date. F1 · derivative.expiration_date: Shares of Series A Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date. Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 51,110 | $18.90 | $965,979.00 |
DisclosureSEC source: 0000899243-20-014260 · doc4.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: 456,519 F5 · shares: Represents 33.3% of the shares sold by Haakon Capital LLC 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). F6 · 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 |
| May 26, 2020 Filed May 27, 2020 00:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 160,000 | $18.90 | $3,024,000.00 |
DisclosureSEC source: 0000899243-20-014260 · doc4.xml · nonDerivative · entry 3 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for the Robert Clay Grant Irrevocable Trust Disclosed balance after: 1,440,000 F3 · shares: Represents shares sold by the Robert Clay Grant Irrevocable Trust upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions). F4 · balance_after: Beneficially owned by Mr. Grant as the trustee of the Robert Clay Grant Irrevocable Trust. Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 169,603 | $18.90 | $3,205,496.70 |
DisclosureSEC source: 0000899243-20-014260 · doc4.xml · nonDerivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279,365 F2 · shares: Represents shares sold by Mr. Grant upon the closing of the initial public offering of the common stock of SelectQuote, Inc. at a net price per share of $18.90 (after underwriting discounts and commissions). Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | ConversionCommon Stock, par value $0.01 per share | 37,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-014260 · doc4.xml · nonDerivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448,968 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares of Series A Preferred Stock automatically converted into shares of SelectQuote, Inc. common stock on an 8-to-1 basis immediately upon the closing of SelectQuote, Inc.'s initial public offering and had no expiration date. Read SEC document |
| May 20, 2020 Filed May 22, 2020 20:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 200,000 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0000899243-20-014012 · doc4.xml · derivative · entry 2 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock, par value $0.01 per share · 200,000 shares Expires 2030-05-20 F4 · security: Represents non-qualified stock options of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan. F5 · derivative.exercise_date: Employee stock options vest in three equal installments on the first three anniversaries of the grant date, subject to the award recipient's continued employment through the applicable vesting date. Read SEC document |
| May 20, 2020 Filed May 22, 2020 20:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-014012 · doc4.xml · derivative · entry 1 Grant Robert Clay · CIK 0001804765 · PRESIDENT, SELECTQUOTE SENIOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock, par value $0.01 per share · 50,000 shares Expires not disclosed F1 · security: Represents restricted stock units of SelectQuote, Inc. granted to Mr. Grant under SelectQuote Inc.'s 2020 Omnibus Stock Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SelectQuote, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: The restricted stock units vest in three equal installments on the three first anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date. F3 · derivative.expiration_date: The restricted stock units vest in three equal installments on the three first anniversaries of the date of grant, subject to the award recipient's continued employment through the applicable vesting date. 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.