| 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 | +7.39K | +0.39% | $0.00 | 1.92M | Aug 1, 2024 | Direct | |
| transaction | SLQT | Common Stock, par value $0.01 per share | Options Exercise | $0 | +9.4K | +0.49% | $0.00 | 1.93M | Aug 1, 2024 | Direct | |
| transaction | SLQT | Common Stock, par value $0.01 per share | Options Exercise | $0 | +91.8K | +4.76% | $0.00 | 2.02M | Aug 1, 2024 | Direct | |
| transaction | SLQT | Common Stock, par value $0.01 per share | Options Exercise | $0 | +222K | +10.99% | $0.00 | 2.24M | Aug 1, 2024 | Direct | |
| transaction | SLQT | Common Stock, par value $0.01 per share | Options Exercise | $0 | +27.8K | +1.24% | $0.00 | 2.27M | Aug 1, 2024 | Direct | |
| transaction | SLQT | Common Stock, par value $0.01 per share | Tax liability | -$502K | -125K | -5.51% | $4.01 | 2.15M | Aug 1, 2024 | Direct | F1 |
| holding | SLQT | Common Stock, par value $0.01 per share | 10.7K | Aug 1, 2024 | By Mainstar Trust IRA | ||||||
| holding | SLQT | Common Stock, par value $0.01 per share | 1.15M | Aug 1, 2024 | By Self as Trustee for the William Thomas Grant III Irrevocable Trust | ||||||
| holding | SLQT | Common Stock, par value $0.01 per share | 1.09M | Aug 1, 2024 | By Haakon Capital, LLC | F2 |
| 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 | $0 | -7.39K | -100% | $0.00* | 0 | Aug 1, 2024 | Common Stock, par value $0.01 per share | 7.39K | Direct | F3, F4, F5 | |
| transaction | SLQT | Restricted Stock Units | Options Exercise | $0 | -9.4K | -50% | $0.00 | 9.4K | Aug 1, 2024 | Common Stock, par value $0.01 per share | 9.4K | Direct | F3, F4, F5 | |
| transaction | SLQT | Restricted Stock Units | Options Exercise | $0 | -91.8K | -50% | $0.00 | 91.8K | Aug 1, 2024 | Common Stock, par value $0.01 per share | 91.8K | Direct | F3, F4, F6 | |
| transaction | SLQT | Restricted Stock Units | Options Exercise | $0 | -222K | -33.33% | $0.00 | 444K | Aug 1, 2024 | Common Stock, par value $0.01 per share | 222K | Direct | F3, F4, F7 | |
| transaction | SLQT | Price-Vested Restricted Stock Units | Options Exercise | $0 | -27.8K | -8.33% | $0.00 | 306K | Aug 1, 2024 | Common Stock, par value $0.01 per share | 27.8K | Direct | F8, F9, F10 |
| 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 in which he owns a one-third ownership stake. 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 | 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 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. |