Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Oak Street Health, Inc.OSH · Entity 113906 | Director | August 05, 2020 | August 05, 2020 |
| SelectQuote, Inc.SLQT · Entity 6791 | Director | November 11, 2025 | March 03, 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.
Oak Street Health, Inc.
Report date August 05, 2020 · Filed August 05, 2020
This filing explicitly reported no securities owned.
SelectQuote, Inc.
Report date November 11, 2025 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 9,502 |
Reported balance
After 2026-02-28 transaction · row 1
1 source rowRow 1 · 2026-02-28 · Exercise / conversion · Acquired 9,502 · Balance 9,502 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2035-11-11 | Direct | 106,250 |
Reported balance
After 2025-11-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-11-11 · Grant · Acquired 106,250 · Balance 106,250 F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F3: The award vests in full on the date of the Company's 2026 Annual Meeting of Stockholders (the "Vesting Date"), subject to the recipient's continued service on the Board of Directors as of the Vesting Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2035-02-28 | Direct | 19,006 |
Reported balance
After 2026-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-28 · Exercise / conversion · Disposed 9,502 · Balance 19,006 F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2: 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: 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 service on the Board of Directors as of the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
F3: The award vests in full on the date of the Company's 2026 Annual Meeting of Stockholders (the "Vesting Date"), subject to the recipient's continued service on the Board of Directors as of the Vesting Date.
F4: 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 service on the Board of Directors as of the applicable vesting date.
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 28, 2026 Filed Mar 3, 2026 23:22 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 9,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-26-000019 · wk-form4_1772580172.xml · derivative · entry 3 Vukovic Srdjan · CIK 0001795695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,006 Underlying: Common Stock, par value $0.01 per share · 9,502 shares Expires 2035-02-28 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 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · 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 service on the Board of Directors as of the applicable vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:22 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 9,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-26-000019 · wk-form4_1772580172.xml · nonDerivative · entry 1 Vukovic Srdjan · CIK 0001795695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,502 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 |
| November 11, 2025 Filed Mar 3, 2026 23:22 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 106,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-26-000019 · wk-form4_1772580172.xml · derivative · entry 2 Vukovic Srdjan · CIK 0001795695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,250 Underlying: Common Stock, par value $0.01 per share · 106,250 shares Expires 2035-11-11 F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · 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. F3 · derivative.exercise_date: The award vests in full on the date of the Company's 2026 Annual Meeting of Stockholders (the "Vesting Date"), subject to the recipient's continued service on the Board of Directors as of the Vesting Date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 28,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794783-25-000035 · wk-form4_1741141540.xml · derivative · entry 2 Vukovic Srdjan · CIK 0001795695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,508 Underlying: Common Stock, par value $0.01 per share · 28,508 shares Expires not disclosed F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · 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. F2 · 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. F3 · 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 service on the Company's Board of Directors as of the applicable vesting date. F3 · derivative.expiration_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 service on the Company's Board of Directors as of 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.