William Thomas Grant III - 01 Aug 2025 Form 4 Insider Report for SelectQuote, Inc. (SLQT)

Signature
/s/ Daniel A. Boulware, Attorney-in-Fact
Issuer symbol
SLQT
Transactions as of
01 Aug 2025
Net transactions value
-$318,448
Form type
4
Filing time
05 Aug 2025, 21:24:42 UTC
Previous filing
03 Jul 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Grant William Thomas III CHIEF OPERATING OFFICER C/O SELECTQUOTE, INC., 6800 WEST 115TH STREET, SUITE 2511, OVERLAND PARK /s/ Daniel A. Boulware, Attorney-in-Fact 05 Aug 2025 0001804642

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +9,395 +0.35% $0.000000 2,681,445 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +91,828 +3.4% $0.000000 2,773,273 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +222,222 +8% $0.000000 2,995,495 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +106,496 +3.6% $0.000000 3,101,991 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +55,556 +1.8% $0.000000 3,157,547 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +27,778 +0.88% $0.000000 3,185,325 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Options Exercise $0 +35,499 +1.1% $0.000000 3,220,824 01 Aug 2025 Direct
transaction SLQT Common Stock, par value $0.01 per share Tax liability $318,448 -183,016 -5.7% $1.74 3,037,808 02 Aug 2025 Direct F1
holding SLQT Common Stock, par value $0.01 per share 1,150,000 01 Aug 2025 By Self as Trustee for the William Thomas Grant III Irrevocable Trust
holding SLQT Common Stock, par value $0.01 per share 10,681 01 Aug 2025 By Mainstar Trust IRA
holding SLQT Common Stock, par value $0.01 per share 1,089,369 01 Aug 2025 By Haakon Capital, LLC F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SLQT Restricted Stock Units Options Exercise -9,395 -100% 0 01 Aug 2025 Common Stock, par value $0.01 per share 9,395 Direct F3, F4, F5
transaction SLQT Restricted Stock Units Options Exercise -91,828 -100% 0 01 Aug 2025 Common Stock, par value $0.01 per share 91,828 Direct F3, F4, F6
transaction SLQT Restricted Stock Units Options Exercise -222,222 -50% 222,223 01 Aug 2025 Common Stock, par value $0.01 per share 222,222 Direct F3, F4, F7
transaction SLQT Restricted Stock Units Options Exercise -106,496 -33% 212,993 01 Aug 2025 Common Stock, par value $0.01 per share 106,496 Direct F3, F4, F8
transaction SLQT Price-Vested Restricted Stock Units Options Exercise -55,556 -10% 499,999 01 Aug 2025 Common Stock, par value $0.01 per share 55,556 Direct F9, F10, F11
transaction SLQT Price-Vested Restricted Stock Units Options Exercise -27,778 -9.1% 277,777 01 Aug 2025 Common Stock, par value $0.01 per share 27,778 Direct F9, F10, F12
transaction SLQT Price-Vested Restricted Stock Units Options Exercise -35,499 -11% 283,990 01 Aug 2025 Common Stock, par value $0.01 per share 35,499 Direct F9, F10, F13
transaction SLQT Restricted Stock Units Award +400,000 400,000 01 Aug 2025 Common Stock, par value $0.01 per share 400,000 Direct F3, F4, F6
transaction SLQT Price-Vested Restricted Stock Units Award +400,000 400,000 01 Aug 2025 Common Stock, par value $0.01 per share 400,000 Direct F9, F10, F14
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
F2 Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company of which he owns one-third. 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 of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (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 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.
F6 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.
F7 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.
F8 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.
F9 Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
F10 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 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 on the transaction date following the achievement of the $4.00 price hurdle.
F12 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.
F13 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.
F14 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.