Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SelectQuote, Inc.SLQT · Entity 6791 | (See Remarks) | February 26, 2025 | March 05, 2025 |
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 February 26, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 124,390 |
Ending reported balance
After 2025-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-26 · Exercise / conversion · Acquired 9,722 · Balance 127,759 F1: Each price-vested restricted stock unit ("PVU") represents the contingent right to receive one share of common stock, par value $0.01 per share, of SelectQuote, Inc. (the "Company") upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. Row 2 · 2025-02-26 · Tax withholding · Disposed 3,369 · Balance 124,390 F2: 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 Company's 2020 Omnibus Incentive Plan (the "Plan"). |
| Price-Vested Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-08-01 | Direct | 48,612 |
Reported balance
After 2025-02-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-26 · Exercise / conversion · Disposed 9,722 · Balance 48,612 F3: Represents PVUs granted to the recipient pursuant to the Plan. F1: Each price-vested restricted stock unit ("PVU") represents the contingent right to receive one share of common stock, par value $0.01 per share, of SelectQuote, Inc. (the "Company") upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F4: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock reaching each of $4.00, $7.50, $10.00, and $12.50 during the five-year performance period. The number of PVUs reported on this line reflects the portion of the total PVU award that vested upon the achievement of the $4.00 price hurdle on the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each price-vested restricted stock unit ("PVU") represents the contingent right to receive one share of common stock, par value $0.01 per share, of SelectQuote, Inc. (the "Company") upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions.
F2: 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 Company's 2020 Omnibus Incentive Plan (the "Plan").
F3: Represents PVUs granted to the recipient pursuant to the Plan.
F4: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock reaching each of $4.00, $7.50, $10.00, and $12.50 during the five-year performance period. The number of PVUs reported on this line reflects the portion of the total PVU award that vested upon the achievement of the $4.00 price hurdle on the transaction 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 26, 2025 Filed Mar 5, 2025 02:25 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionPrice-Vested Restricted Stock Units · Derivative | 9,722 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794783-25-000032 · wk-form4_1741141508.xml · derivative · entry 3 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,612 Underlying: Common Stock, par value $0.01 per share · 9,722 shares Expires 2027-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents PVUs granted to the recipient pursuant to the Plan. F1 · derivative.exercise_price: Each price-vested restricted stock unit ("PVU") represents the contingent right to receive one share of common stock, par value $0.01 per share, of SelectQuote, Inc. (the "Company") upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F1 · price: Each price-vested restricted stock unit ("PVU") represents the contingent right to receive one share of common stock, par value $0.01 per share, of SelectQuote, Inc. (the "Company") upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F4 · derivative.exercise_date: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock reaching each of $4.00, $7.50, $10.00, and $12.50 during the five-year performance period. The number of PVUs reported on this line reflects the portion of the total PVU award that vested upon the achievement of the $4.00 price hurdle on the transaction date. Read SEC document |
| February 26, 2025 Filed Mar 5, 2025 02:25 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 3,369 | $4.59 | $15,463.71 |
DisclosureSEC source: 0001794783-25-000032 · wk-form4_1741141508.xml · nonDerivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,390 F2 · shares: 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 Company's 2020 Omnibus Incentive Plan (the "Plan"). Read SEC document |
| February 26, 2025 Filed Mar 5, 2025 02:25 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 9,722 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794783-25-000032 · wk-form4_1741141508.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,759 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each price-vested restricted stock unit ("PVU") represents the contingent right to receive one share of common stock, par value $0.01 per share, of SelectQuote, Inc. (the "Company") upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 20:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantPrice-Vested Restricted Stock Units · Derivative | 39,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000079 · wk-form4_1730321383.xml · derivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,501 Underlying: Common Stock, par value $0.01 per share · 39,501 shares Expires 2034-10-28 F4 · security: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F5 · derivative.exercise_price: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F6 · derivative.exercise_date: 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. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 20:49 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 39,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000079 · wk-form4_1730321383.xml · derivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,501 Underlying: Common Stock, par value $0.01 per share · 39,501 shares Expires 2034-10-28 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 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. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionPrice-Vested Restricted Stock Units · Derivative | 2,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · derivative · entry 11 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,981 Underlying: Common Stock, par value $0.01 per share · 2,998 shares Expires 2028-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · security: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F8 · derivative.exercise_price: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F9 · derivative.exercise_date: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.50, $5.00, $7.50, and $10.00 during the five-year performance period. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 23,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · derivative · entry 10 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,972 Underlying: Common Stock, par value $0.01 per share · 23,986 shares Expires 2033-09-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F6 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 8,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · derivative · entry 9 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,035 Underlying: Common Stock, par value $0.01 per share · 8,035 shares Expires 2032-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F5 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · derivative · entry 8 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687 Underlying: Common Stock, par value $0.01 per share · 687 shares Expires 2031-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · derivative · entry 7 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 402 shares Expires 2030-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 10,575 | $4.01 | $42,405.75 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · nonDerivative · entry 6 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,037 F1 · shares: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of price-vested units and time-based restricted stock units previously granted to the recipient. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 2,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · nonDerivative · entry 5 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,612 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 23,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · nonDerivative · entry 4 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,614 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 8,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · nonDerivative · entry 3 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,628 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · nonDerivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,593 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 01:26 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-24-000052 · wk-form4_1722907573.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,906 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 |
| September 13, 2023 Filed Sep 15, 2023 22:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantPrice-Vested Restricted Stock Units · Derivative | 35,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000117 · wf-form4_169481828076778.xml · derivative · entry 4 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,979 Underlying: Common Stock, par value $0.01 per share · 35,979 shares Expires 2028-08-01 F6 · security: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F7 · derivative.exercise_price: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F8 · derivative.exercise_date: The PVUs are eligible to vest in three ratable annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock exceeding each of $2.50, $5.00, $7.50, and $10.00 during the five-year performance period. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 71,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000117 · wf-form4_169481828076778.xml · derivative · entry 3 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,958 Underlying: Common Stock, par value $0.01 per share · 71,958 shares Expires 2033-09-13 F3 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F5 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 62 | $1.14 | $70.68 |
DisclosureSEC source: 0001794783-23-000117 · wf-form4_169481828076778.xml · nonDerivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,504 F2 · shares: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of performance-based restricted stock units previously granted to the recipient. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000117 · wf-form4_169481828076778.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,566 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares issued following the vesting of performance-based restricted stock unit awards relating to the three-year performance period ended June 30, 2023. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 8,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · derivative · entry 7 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,070 Underlying: Common Stock, par value $0.01 per share · 8,035 shares Expires 2032-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F5 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · derivative · entry 6 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374 Underlying: Common Stock, par value $0.01 per share · 687 shares Expires 2031-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · derivative · entry 5 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402 Underlying: Common Stock, par value $0.01 per share · 403 shares Expires 2030-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 3,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · nonDerivative · entry 4 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,357 F1 · shares: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to the recipient. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 8,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · nonDerivative · entry 3 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,477 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · nonDerivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,442 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 23:48 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-23-000084 · wf-form4_169110647001190.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,755 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000058 · wf-form4_165956220022558.xml · derivative · entry 6 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,061 Underlying: Common Stock, par value $0.01 per share · 687 shares Expires 2031-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). 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. F7 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000058 · wf-form4_165956220022558.xml · derivative · entry 5 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805 Underlying: Common Stock, par value $0.01 per share · 402 shares Expires 2030-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). 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. F7 · derivative.exercise_date: The restricted stock units vest ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantPrice-Vested Restricted Stock Units · Derivative | 58,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000058 · wf-form4_165956220022558.xml · derivative · entry 4 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,334 Underlying: Common Stock, par value $0.01 per share · 58,334 shares Expires 2027-08-01 F4 · security: Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. F5 · derivative.exercise_price: Each PVU represents the contingent right to receive one share of the Company's common stock, par value $0.01 per share, upon the Company's common stock reaching certain predetermined average trading prices, subject to applicable vesting conditions. F6 · derivative.exercise_date: The PVUs are eligible to vest in three ratable annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Subject to this vesting schedule, one-fourth of the total number of PVUs granted will vest, if at all, upon the 60-day average closing price of the Company's common stock reaching each of $4.00, $7.50, $10.00, and $12.50 during the five-year performance period. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 24,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000058 · wf-form4_165956220022558.xml · derivative · entry 3 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,105 Underlying: Common Stock, par value $0.01 per share · 24,105 shares Expires 2032-08-01 F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan"). 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 restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000058 · wf-form4_165956220022558.xml · nonDerivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,352 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:30 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-22-000058 · wf-form4_165956220022558.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,665 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 |
| March 10, 2022 Filed Mar 14, 2022 22:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 37,000 | $0.00 Strike: $2.51 | $0.00 |
DisclosureSEC source: 0001794783-22-000021 · wf-form4_164729818107509.xml · derivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 Underlying: Common Stock, par value $0.01 per share · 37,000 shares Expires 2032-03-10 F1 · security: Represents non-qualified stock options granted to the reporting person pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · derivative.exercise_date: The option vests ratably in four annual installments commencing on the one-year anniversary of the grant date, subject to the reporting person's continued employment with the Company as of the applicable vesting date. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 01:52 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionEmployee Stock Options · Derivative | 56,000 | $0.00 Strike: $1.38 | $0.00 |
DisclosureSEC source: 0001794783-21-000130 · wf-form4_163037470251595.xml · derivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock, par value $0.01 per share · 56,000 shares Expires 2027-05-15 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 incentive stock options granted pursuant to SelectQuote, Inc.'s 2003 Stock Incentive Plan (the "Plan"). F2 · derivative.exercise_date: Employee stock options granted pursuant to the Plan vest as to one-third on the first anniversary of the grant date and as to 1/24 of the remaining options monthly thereafter, subject to the award recipient's continued employment through the applicable vesting date. The options reported on this line were granted on May 16, 2017. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 01:52 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 56,000 | $1.38 | $77,000.00 |
DisclosureSEC source: 0001794783-21-000130 · wf-form4_163037470251595.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,263 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 21:25 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Tax withholdingCommon Stock, par value $0.01 per share | 140 | $17.80 | $2,492.00 |
DisclosureSEC source: 0001794783-21-000111 · wf-form4_162811231839525.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,263 F1 · security: Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to Mr. Souan under the 2020 Omnibus Stock Incentive Plan of SelectQuote, Inc. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantEmployee Stock Options · Derivative | 10,992 | $0.00 Strike: $17.80 | $0.00 |
DisclosureSEC source: 0001794783-21-000093 · wf-form4_162804184664660.xml · derivative · entry 4 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,992 Underlying: Common Stock · 10,992 shares Expires 2031-08-01 F4 · security: Represents non-qualified stock options of the Company granted to Mr. Souan under the Plan. F5 · derivative.exercise_date: Employee stock options vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 2,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-21-000093 · wf-form4_162804184664660.xml · derivative · entry 3 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,955 Underlying: Common Stock, par value $0.01 per share · 2,748 shares Expires not disclosed F2 · security: Represents RSUs of the Company granted to Mr. Souan under the Company's 2020 Omnibus Stock Incentive Plan (the "Plan"). F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, $0.01 par value per share ("Common Stock"), of SelectQuote, Inc. (the "Company"). F3 · derivative.exercise_date: The RSUs vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. F3 · derivative.expiration_date: The RSUs vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001794783-21-000093 · wf-form4_162804184664660.xml · derivative · entry 2 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207 Underlying: Common Stock, par value $0.01 per share · 403 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents RSUs of the Company granted to Mr. Souan under the Company's 2020 Omnibus Stock Incentive Plan (the "Plan"). F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, $0.01 par value per share ("Common Stock"), of SelectQuote, Inc. (the "Company"). F3 · derivative.exercise_date: The RSUs vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. F3 · derivative.expiration_date: The RSUs vest in four equal installments on each of the first four anniversaries of the grant date, subject to the recipient's continued employment through the applicable vesting date. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:51 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 403 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794783-21-000093 · wf-form4_162804184664660.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, $0.01 par value per share ("Common Stock"), of SelectQuote, Inc. (the "Company"). Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 21:01 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 5,000 | $32.00 | $160,000.00 |
DisclosureSEC source: 0001794783-21-000064 · wf-form4_161791566503198.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,000 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 18:57 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 5,000 | $30.00 | $150,000.00 |
DisclosureSEC source: 0001794783-21-000062 · wf-form4_161738978070011.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:06 UTC | SelectQuote, Inc. SLQT · Entity 6791 | SaleCommon Stock, par value $0.01 per share | 5,000 | $28.13 | $140,650.00 |
DisclosureSEC source: 0001794783-21-000060 · wf-form4_161722113139365.xml · nonDerivative · entry 1 Souan Ryan · CIK 0001849322 · (See Remarks) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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.