Form 4 for SLQT SelectQuote, Inc.
Accepted 2025-08-05 00:00:00 ET · period of report 2025-08-01 · accession 0001794783-25-000067 · 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 | Matthews Joshua Brandon | Pres, SelectQuote Senior | M - OptEx | $0.00 | +144.3K | 505.2K | +40% | $0 |
| DM | 2025-08-05 | 2025-08-01 | SLQT | Matthews Joshua Brandon | Pres, SelectQuote Senior | M - OptEx | — | -144.3K | 72.2K | -67% | — |
| DM | 2025-08-05 | 2025-08-01 | SLQT | Matthews Joshua Brandon | Pres, SelectQuote Senior | A - Grant | — | +520.0K | 130.0K | 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 | 57,777 | $0.00 | 562,997 | D | — | — | |
| 2 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 31,949 | $0.00 | 594,946 | D | — | — | |
| 3 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 13,125 | $0.00 | 608,071 | D | — | — | |
| 4 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 7,223 | $0.00 | 615,294 | D | — | — | |
| 5 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 10,650 | $0.00 | 625,944 | D | — | — | |
| 6 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 1,902 | $0.00 | 483,525 | D | — | — | |
| 7 | Common | Common Stock, par value $0.01 per share | 2025-08-01 | M | A | 21,695 | $0.00 | 505,220 | D | — | — | |
| 8 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 31,949 | — | 63,898 | D | — · — to 2034-10-28 | 31,949 Common Stock, par value $0.01 per share | (F1) 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) 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, 2025, subject to the recipient's continued employment with the Company through the applicable vesting date. |
| 9 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 57,777 | — | 57,779 | D | — · — to 2033-08-01 | 57,777 Common Stock, par value $0.01 per share | (F1) 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) 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 employment with the Company through the applicable vesting date. |
| 10 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 21,695 | — | 0 | D | — · — to 2032-08-01 | 21,695 Common Stock, par value $0.01 per share | (F1) 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) 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 employment with the Company through the applicable vesting date. |
| 11 | Derivative | Restricted Stock Units | 2025-08-01 | M | D | 1,902 | — | 0 | D | — · — to 2031-08-01 | 1,902 Common Stock, par value $0.01 per share | (F1) 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) 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 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. |
| 12 | Derivative | Price-Vested Restricted Stock Units | 2025-08-01 | M | D | 13,125 | — | 118,125 | D | — · — to 2027-08-01 | 13,125 Common Stock, par value $0.01 per share | (F6) Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. (F7) 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) 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. |
| 13 | Derivative | Restricted Stock Units | 2025-08-01 | A | A | 260,000 | — | 260,000 | D | — · — to 2035-08-01 | 260,000 Common Stock, par value $0.01 per share | (F1) 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) Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. (F11) 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. |
| 14 | Derivative | Restricted Stock Units | 2025-08-01 | A | A | 130,000 | — | 130,000 | D | — · — to 2035-08-01 | 130,000 Common Stock, par value $0.01 per share | (F1) 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) 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 employment with the Company through the applicable vesting date. |
| 15 | Derivative | Price-Vested Restricted Stock Units | 2025-08-01 | M | D | 10,650 | — | 85,197 | D | — · — to 2029-10-28 | 10,650 Common Stock, par value $0.01 per share | (F6) Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. (F7) 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, 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 | 7,223 | — | 72,222 | D | — · — to 2028-08-01 | 7,223 Common Stock, par value $0.01 per share | (F6) Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. (F7) 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) 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 $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 | A | A | 130,000 | — | 130,000 | D | — · — to 2030-08-01 | 130,000 Common Stock, par value $0.01 per share | (F6) Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan. (F7) 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 $2.50, $4.00, and $6.00 during the five-year performance period. |