Grant Robert Clay 4

Accession 0001794783-25-000062

CIK 0001794783other

View on SEC.gov Company Profile

Filed

Aug 4, 8:00 PM ET

Accepted

Aug 5, 9:24 PM ET

Size

42.0 KB

Accession

0001794783-25-000062

Insider Transaction Report

Form 4

Period: 2025-08-01

SelectQuote, Inc.SLQT

Grant Robert Clay

PRESIDENT

Transactions

Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+255,555→ 2,836,369 total
Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+63,889→ 3,022,728 total
Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+31,945→ 3,054,673 total
Tax Payment
Common Stock, par value $0.01 per share
2025-08-02$1.74/sh−204,163$355,244→ 2,891,334 total
Exercise/Conversion
Restricted Stock Units
2025-08-01−105,602→ 0 total
Exp: 2032-08-01→ Common Stock, par value $0.01 per share (105,602 underlying)
Exercise/Conversion
Price-Vested Restricted Stock Units
2025-08-01−31,945→ 319,444 total
Exp: 2028-08-01→ Common Stock, par value $0.01 per share (31,945 underlying)
Award
Price-Vested Restricted Stock Units
2025-08-01+460,000→ 460,000 total
Exp: 2030-08-01→ Common Stock, par value $0.01 per share (460,000 underlying)
Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+105,602→ 2,580,814 total
Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+122,470→ 2,958,839 total
Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+40,824→ 3,095,497 total
Exercise/Conversion
Restricted Stock Units
2025-08-01−122,470→ 244,942 total
Exp: 2034-10-28→ Common Stock, par value $0.01 per share (122,470 underlying)
Exercise/Conversion
Restricted Stock Units
2025-08-01−10,804→ 0 total
Exp: 2031-08-01→ Common Stock, par value $0.01 per share (10,804 underlying)
Exercise/Conversion
Restricted Stock Units
2025-08-01−255,555→ 255,557 total
Exp: 2033-09-13→ Common Stock, par value $0.01 per share (255,555 underlying)
Exercise/Conversion
Price-Vested Restricted Stock Units
2025-08-01−63,889→ 574,999 total
Exp: 2027-08-01→ Common Stock, par value $0.01 per share (63,889 underlying)
Award
Restricted Stock Units
2025-08-01+460,000→ 460,000 total
Exp: 2035-08-01→ Common Stock, par value $0.01 per share (460,000 underlying)
Exercise/Conversion
Common Stock, par value $0.01 per share
2025-08-01+10,804→ 2,475,212 total
Exercise/Conversion
Price-Vested Restricted Stock Units
2025-08-01−40,824→ 326,588 total
Exp: 2029-10-28→ Common Stock, par value $0.01 per share (40,824 underlying)

Holdings

Common Stock, par value $0.01 per share
(indirect: By Trust)
1,242,000
Common Stock, par value $0.01 per share
(indirect: By Trust)
61,400
Common Stock, par value $0.01 per share
(indirect: By Trust)
61,400
Common Stock, par value $0.01 per share
(indirect: By Trust)
61,400
Common Stock, par value $0.01 per share
(indirect: By LLC)
1,089,369

Footnotes (15)

[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.
[F10]Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
[F11]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-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.
[F13]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.
[F14]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.
[F15]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.
[F2]Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children.
[F3]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.
[F4]Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to Mr. Grant under the Company's 2020 Omnibus Incentive Plan (the "Plan").
[F5]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 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.
[F7]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.
[F8]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.
[F9]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.

Documents

1 file

4
wk-form4_1754443448.xmlPrimary
FORM 4

Issuer

SelectQuote, Inc.

CIK 0001794783

→

Entity typeother

Related Parties

filerCIK 0001804765

Filing Metadata

Form type: 4
Filed: Aug 4, 8:00 PM ET
Accepted: Aug 5, 9:24 PM ET
Size: 42.0 KB

View on SEC.gov