person · Reporting owner
Grant William Thomas III
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SelectQuote, Inc.SLQT · Entity 6791 | CHIEF OPERATING OFFICER | 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 | 3,388,494 |
Ending reported balance
After 2026-08-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-01 · Exercise / conversion · Acquired 222,223 · Balance 3,260,031 Row 2 · 2026-08-01 · Exercise / conversion · Acquired 106,496 · Balance 3,366,527 Row 3 · 2026-08-01 · Exercise / conversion · Acquired 133,333 · Balance 3,499,860 Row 4 · 2026-08-01 · Exercise / conversion · Acquired 27,777 · Balance 3,527,637 Row 5 · 2026-08-01 · Exercise / conversion · Acquired 35,499 · Balance 3,563,136 Row 6 · 2026-08-01 · Tax withholding · Disposed 174,642 · Balance 3,388,494 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-01 · Exercise / conversion · Disposed 222,223 · Balance 0 F3: Represents restricted stock units granted to the recipient pursuant to the Plan. F4: 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: 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 | 106,497 |
Reported balance
After 2026-08-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-01 · Exercise / conversion · Disposed 106,496 · Balance 106,497 F3: Represents restricted stock units granted to the recipient pursuant to the Plan. F4: 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, 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 | 266,667 |
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 133,333 · Balance 266,667 F3: Represents restricted stock units granted to the recipient pursuant to the Plan. F4: 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 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 | 500,000 |
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 · Grant · Acquired 500,000 · Balance 500,000 F3: Represents restricted stock units granted to the recipient pursuant to the Plan. F4: 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 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 | 250,000 |
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 27,777 · Balance 250,000 F8: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F9: 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. F10: 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 | 248,491 |
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 35,499 · Balance 248,491 F8: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F9: 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, 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 | 500,000 |
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 · Grant · Acquired 500,000 · Balance 500,000 F8: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F9: 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 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 William Thomas Grant III Irrevocable Trust | 1,150,000 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,150,000 |
| 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 owns 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 Mainstar Trust IRA | 10,681 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 10,681 |
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 owns 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: Represents restricted stock units granted to the recipient pursuant to the Plan.
F4: 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: 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.
F6: 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.
F7: 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.
F8: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
F9: 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.
F10: 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.
F11: 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.
F12: 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 |
|---|---|---|---|---|---|---|
| January 26, 2021 Filed Jan 27, 2021 23:54 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 3,400 | $25.19 | $85,646.00 |
DisclosureSEC source: 0000950138-21-000069 · edgar.xml · nonDerivative · entry 4 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 23:54 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 10,319 | $25.20 | $260,038.80 |
DisclosureSEC source: 0000950138-21-000069 · edgar.xml · nonDerivative · entry 2 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,556,590 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 23:54 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 21,651 | $25.13 | $544,089.63 |
DisclosureSEC source: 0000950138-21-000069 · edgar.xml · nonDerivative · entry 5 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for the W. Thomas Grant III IrrevocableTrust Disclosed balance after: 1,368,432 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 the W. Thomas Grant III Irrevocable Trust. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 23:54 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 7,210.3 | $25.12 | $181,122.74 |
DisclosureSEC source: 0000950138-21-000069 · edgar.xml · nonDerivative · entry 3 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 23:54 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 21,664 | $25.13 | $544,416.32 |
DisclosureSEC source: 0000950138-21-000069 · edgar.xml · nonDerivative · entry 1 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566,909 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 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 8,310 | $25.02 | $207,916.20 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 9 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for the W. Thomas Grant III Irrevocable Trust Disclosed balance after: 1,390,083 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 the W. Thomas Grant III Irrevocable Trust. Read SEC document |
| January 22, 2021 Filed Jan 23, 2021 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 2,736.7 | $25.02 | $68,472.23 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 6 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 8,300 | $25.02 | $207,666.00 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 3 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588,573 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 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 28,676 | $25.28 | $724,929.28 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 8 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for the W. Thomas Grant III Irrevocable Trust Disclosed balance after: 1,398,393 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 $25.71 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 the W. Thomas Grant III Irrevocable Trust. Read SEC document |
| January 21, 2021 Filed Jan 23, 2021 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 9,573.3 | $25.28 | $242,013.02 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 5 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 28,700 | $25.28 | $725,536.00 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 2 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,596,873 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 $25.74 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. Read SEC document |
| January 20, 2021 Filed Jan 23, 2021 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 12,931 | $25.01 | $323,404.31 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 7 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for the W. Thomas Grant III IrrevocableTrust Disclosed balance after: 1,427,069 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 the W. Thomas Grant III Irrevocable Trust. Read SEC document |
| January 20, 2021 Filed Jan 23, 2021 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 4,300 | $25.01 | $107,543.00 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 4 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 00:59 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 12,800 | $25.01 | $320,128.00 |
DisclosureSEC source: 0000950138-21-000059 · edgar.xml · nonDerivative · entry 1 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,625,573 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 22:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 118,308 | $0.00 Strike: $17.89 | $0.00 |
DisclosureSEC source: 0000899243-20-021942 · doc4.xml · derivative · entry 2 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 22:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 29,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-021942 · doc4.xml · derivative · entry 1 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 21:37 UTC | SelectQuote, Inc. SLQT · Entity 6791 | OtherCommon Stock, par value $0.01 per share | 7,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018830 · doc4.xml · nonDerivative · entry 3 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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's IRA 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's IRA 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's IRA 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's IRA 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. F3 · 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 21:37 UTC | SelectQuote, Inc. SLQT · Entity 6791 | OtherCommon Stock, par value $0.01 per share | 10,681 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018830 · doc4.xml · nonDerivative · entry 2 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Mainstar Trust IRA Disclosed balance after: 10,681 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's IRA 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's IRA 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's IRA 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's IRA 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 his Mainstar Trust IRA. Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:46 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: 0000899243-20-014249 · doc4.xml · derivative · entry 6 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 00:46 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 51,110 | $18.90 | $965,979.00 |
DisclosureSEC source: 0000899243-20-014249 · doc4.xml · nonDerivative · entry 4 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 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 00:46 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 160,000 | $18.90 | $3,024,000.00 |
DisclosureSEC source: 0000899243-20-014249 · doc4.xml · nonDerivative · entry 3 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for the W. Thomas Grant III Irrevocable Trust Disclosed balance after: 1,440,000 F3 · shares: Represents shares sold by the W. Thomas Grant III 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 W. Thomas Grant III Irrevocable Trust. Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:46 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 210,611 | $18.90 | $3,980,547.90 |
DisclosureSEC source: 0000899243-20-014249 · doc4.xml · nonDerivative · entry 2 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,638,373 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 00:46 UTC | SelectQuote, Inc. SLQT · Entity 6791 | ConversionCommon Stock, par value $0.01 per share | 37,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-014249 · doc4.xml · nonDerivative · entry 1 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848,984 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 20:35 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-014018 · doc4.xml · derivative · entry 1 Grant William Thomas III · CIK 0001804642 · CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock, par value $0.01 per share · 100,000 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.