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

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
05 Aug 2025, 21:24:42 UTC
Prior SEC filing
03 Jul 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Daniel A. Boulware, Attorney-in-Fact

Key filing fact

William Thomas Grant III filed Form 4 for SelectQuote, Inc. (SLQT) on 05 Aug 2025.

Key facts

  • This page summarizes William Thomas Grant III's Form 4 filing for SelectQuote, Inc. (SLQT).
  • 17 reported transactions and 9 derivative rows are listed below.
  • Accepted by SEC: 05 Aug 2025, 21:24.

Change

  • Previous filing in this sequence was filed on 03 Jul 2025.
  • Current net transaction value: -$318,448.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001804642 Primary reporting owner

Grant William Thomas III

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+9,395
Change %
+0.35%
Price
$0.000000
Shares after
2,681,445
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+91,828
Change %
+3.4%
Price
$0.000000
Shares after
2,773,273
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+222,222
Change %
+8%
Price
$0.000000
Shares after
2,995,495
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+106,496
Change %
+3.6%
Price
$0.000000
Shares after
3,101,991
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+55,556
Change %
+1.8%
Price
$0.000000
Shares after
3,157,547
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+27,778
Change %
+0.88%
Price
$0.000000
Shares after
3,185,325
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Options Exercise

Transaction value
$0
Shares
+35,499
Change %
+1.1%
Price
$0.000000
Shares after
3,220,824
Date
01 Aug 2025
Ownership
Direct
SLQT transaction

Common Stock, par value $0.01 per share

Tax liability

Transaction value
$318,448
Shares
-183,016
Change %
-5.7%
Price
$1.74
Shares after
3,037,808
Date
02 Aug 2025
Ownership
Direct
Footnotes
F1
SLQT holding

Common Stock, par value $0.01 per share

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,150,000
Date
01 Aug 2025
Ownership
By Self as Trustee for the William Thomas Grant III Irrevocable Trust
SLQT holding

Common Stock, par value $0.01 per share

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
10,681
Date
01 Aug 2025
Ownership
By Mainstar Trust IRA
SLQT holding

Common Stock, par value $0.01 per share

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,089,369
Date
01 Aug 2025
Ownership
By Haakon Capital, LLC
Footnotes
F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SLQT transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-9,395
Change %
-100%
Price
Shares after
0
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
9,395
Exercise price
Footnotes
F3, F4, F5
SLQT transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-91,828
Change %
-100%
Price
Shares after
0
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
91,828
Exercise price
Footnotes
F3, F4, F6
SLQT transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-222,222
Change %
-50%
Price
Shares after
222,223
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
222,222
Exercise price
Footnotes
F3, F4, F7
SLQT transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-106,496
Change %
-33%
Price
Shares after
212,993
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
106,496
Exercise price
Footnotes
F3, F4, F8
SLQT transaction Derivative

Price-Vested Restricted Stock Units

Options Exercise

Transaction value
Shares
-55,556
Change %
-10%
Price
Shares after
499,999
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
55,556
Exercise price
Footnotes
F9, F10, F11
SLQT transaction Derivative

Price-Vested Restricted Stock Units

Options Exercise

Transaction value
Shares
-27,778
Change %
-9.1%
Price
Shares after
277,777
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
27,778
Exercise price
Footnotes
F9, F10, F12
SLQT transaction Derivative

Price-Vested Restricted Stock Units

Options Exercise

Transaction value
Shares
-35,499
Change %
-11%
Price
Shares after
283,990
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
35,499
Exercise price
Footnotes
F9, F10, F13
SLQT transaction Derivative

Restricted Stock Units

Award

Transaction value
Shares
+400,000
Change %
Price
Shares after
400,000
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
400,000
Exercise price
Footnotes
F3, F4, F6
SLQT transaction Derivative

Price-Vested Restricted Stock Units

Award

Transaction value
Shares
+400,000
Change %
Price
Shares after
400,000
Date
01 Aug 2025
Ownership
Direct
Underlying class
Common Stock, par value $0.01 per share
Underlying amount
400,000
Exercise price
Footnotes
F9, F10, F14
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 14 footnotes

Footnote 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.

Footnote 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.

Footnote 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").

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F9

Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

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