Home/Filings/4/0001140361-17-012162
4//SEC Filing

Health Insurance Innovations, Inc. 4

Accession 0001140361-17-012162

CIK 0001561387operating

Filed

Mar 14, 8:00 PM ET

Accepted

Mar 15, 5:55 PM ET

Size

14.2 KB

Accession

0001140361-17-012162

Insider Transaction Report

Form 4
Period: 2017-03-13
Transactions
  • Sale

    Class A Common Stock

    2017-03-13$13.16/sh3,000,000$39,480,0003,841,667 total(indirect: See Footnote)
Holdings
  • Class A Common Stock

    (indirect: See Footnote)
    7,203
  • Class A Common Stock

    100
  • Class A Common Stock

    (indirect: See Footnote)
    26,079
  • Stock Appreciation Rights

    Exercise: $9.80Exp: 2023-11-19Common Stock (106,173 underlying)
    106,173
Kosloske Lori
Chief Compliance OfficerOther
Transactions
  • Sale

    Class A Common Stock

    2017-03-13$13.16/sh3,000,000$39,480,0003,841,667 total(indirect: See Footnote)
Holdings
  • Class A Common Stock

    (indirect: See Footnote)
    7,203
  • Stock Appreciation Rights

    Exercise: $9.80Exp: 2023-11-19Common Stock (106,173 underlying)
    106,173
  • Class A Common Stock

    100
  • Class A Common Stock

    (indirect: See Footnote)
    26,079
Transactions
  • Sale

    Class A Common Stock

    2017-03-13$13.16/sh3,000,000$39,480,0003,841,667 total(indirect: See Footnote)
Holdings
  • Class A Common Stock

    100
  • Class A Common Stock

    (indirect: See Footnote)
    7,203
  • Class A Common Stock

    (indirect: See Footnote)
    26,079
  • Stock Appreciation Rights

    Exercise: $9.80Exp: 2023-11-19Common Stock (106,173 underlying)
    106,173
Kosloske Michael W
DirectorChief Executive Officer10% Owner
Transactions
  • Sale

    Class A Common Stock

    2017-03-13$13.16/sh3,000,000$39,480,0003,841,667 total(indirect: See Footnote)
Holdings
  • Class A Common Stock

    100
  • Class A Common Stock

    (indirect: See Footnote)
    7,203
  • Class A Common Stock

    (indirect: See Footnote)
    26,079
  • Stock Appreciation Rights

    Exercise: $9.80Exp: 2023-11-19Common Stock (106,173 underlying)
    106,173
Footnotes (4)
  • [F1]By Lori Kosloske. Michael Kosloske and Lori Kosloske are husband and wife.
  • [F2]By Michael W. Kosloske 2012 Descendants Trust Agreement dated December 7, 2012, Lori Kosloske as Directing Trustee.
  • [F3]This number of shares consists of 3,802,451 shares of Class B Common Stock held of record by Health Plan Intermediaries, LLC ("HPI") and 39,216 shares of Class B Common Stock held by Health Plan Intermediaries Sub, LLC ("HPIS"). Michael Kosloske is the sole member and primary manager of HPI, and has sole voting and dispositive power over the shares held by HPI. HPI is the sole managing member of HPIS and has sole voting and dispositive power over the shares held by HPIS. Mr. Kosloske, by virtue of his control of HPI and HPI's control of HPIS, may be deemed to beneficially own all the shares of Class B Common Stock held of record by each of HPI and HPIS. The shares of Class B Common Stock, together with the Series B Membership Interests of HPI, are exchangeable, at Mr. Kosloske's election, for equal numbers of shares of Class A Common Stock. This exchange right has no expiration date.
  • [F4]These stock-settled stock appreciation rights were granted to Michael Kosloske under the Issuer's Long-Term Incentive Plan and vest 25% on each of the first and second anniversaries of grant date (11/19/2016) and 50% on the third anniversary, subject to the terms of the Long-Term Incentive Plan and an award agreement under the Long-Term Incentive Plan.

Documents

1 file

Issuer

Health Insurance Innovations, Inc.

CIK 0001561387

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001561387

Filing Metadata

Form type
4
Filed
Mar 14, 8:00 PM ET
Accepted
Mar 15, 5:55 PM ET
Size
14.2 KB