Form 4 for SLQT SelectQuote, Inc.
Accepted 2025-08-05 00:00:00 ET · period of report 2025-08-01 · accession 0001794783-25-000064 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-08-05 | 2025-08-01 | SLQT | Anderson Sarah Taylor | (See Remarks) | M - OptEx | $0.00 | +62.4K | 8,878 | New | $0 |
| D | 2025-08-05 | 2025-08-02 | SLQT | Anderson Sarah Taylor | (See Remarks) | F - Tax | $1.74 | -18.3K | 51.6K | -26% | -$31.9K |
| DM | 2025-08-05 | 2025-08-01 | SLQT | Anderson Sarah Taylor | (See Remarks) | M - OptEx | — | -62.4K | 43.8K | -59% | — |
| DM | 2025-08-05 | 2025-08-01 | SLQT | Anderson Sarah Taylor | (See Remarks) | A - Grant | — | +222.9K | 111.4K | New | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 3,196 | $0.00 | 69,952 | D | — | — | |
| 2 | Common | Common Stock, par value $0.01 per share | 2025-08-02 | F | D | 18,327 | $1.74 | 51,625 | D | — | — | (F1) 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. |
| 3 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 4,862 | $0.00 | 66,756 | D | — | — | |
| 4 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 4,854 | $0.00 | 61,894 | D | — | — | |
| 5 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 14,561 | $0.00 | 57,040 | D | — | — | |
| 6 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 25,566 | $0.00 | 42,479 | D | — | — | |
| 7 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 8,035 | $0.00 | 16,913 | D | — | — | |
| 8 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 1,359 | $0.00 | 8,878 | D | — | — | |
| 9 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 14,561 | — | 29,124 | D | — · — to 2034-10-28 | 14,561 Common Stock, par value $0.01 per share | (F2) 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) Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. (F7) The restricted stock units vest ratably in three annual installments commencing on August 1, 2025, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| 10 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 25,566 | — | 25,568 | D | — · — to 2033-09-13 | 25,566 Common Stock, par value $0.01 per share | (F2) 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) Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. (F6) The restricted stock units vest ratably in three annual installments commencing on August 1, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| 11 | Derivative | Restricted Stock Units | 2025-08-01 | A | A | 111,429 | — | 111,429 | D | — · — to 2035-08-01 | 111,429 Common Stock, par value $0.01 per share | (F2) 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) Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. (F13) The restricted stock units vest ratably in two annual installments commencing on the two-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| 12 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 1,359 | — | 0 | D | — · — to 2031-08-01 | 1,359 Common Stock, par value $0.01 per share | (F2) 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) 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 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. |
| 13 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 8,035 | — | 0 | D | — · — to 2032-08-01 | 8,035 Common Stock, par value $0.01 per share | (F2) 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) 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 the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| 14 | Derivative | Restricted Stock Units | 2025-08-01 | A | A | 111,429 | — | 111,429 | D | — · — to 2035-08-01 | 111,429 Common Stock, par value $0.01 per share | (F2) 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) 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 the one-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| 15 | Derivative | Price-Vested Restricted Stock Units | 2025-08-01 | M | D | 4,854 | — | 38,831 | D | — · — to 2029-10-28 | 4,854 Common Stock, par value $0.01 per share | (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 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. The number of PVUs reported on this line reflects the portion of the total PVU award that vested on the transaction date following the achievement of the $3.13 price hurdle. |
| 16 | Derivative | Price-Vested Restricted Stock Units | 2025-08-01 | M | D | 3,196 | — | 31,958 | D | — · — to 2028-09-13 | 3,196 Common Stock, par value $0.01 per share | (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, 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. The number of PVUs reported on this line reflects the portion of the total PVU award that vested on the transaction date following the achievement of the $2.50 price hurdle. |
| 17 | Derivative | Price-Vested Restricted Stock Units | 2025-08-01 | M | D | 4,862 | — | 43,750 | D | — · — to 2027-08-01 | 4,862 Common Stock, par value $0.01 per share | (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 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 exceeding 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 on the transaction date following the achievement of the $4.00 price hurdle. |