Welcome to our dedicated page for Selectquote SEC filings (Ticker: SLQT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SelectQuote, Inc. (NYSE: SLQT) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its insurance distribution and healthcare services businesses. These SEC filings cover topics such as financial results, segment performance, corporate governance matters and material financing agreements.
For SelectQuote, current reports on Form 8-K are particularly relevant for tracking key events. Recent 8-K filings describe the company’s entry into a new credit agreement that established a senior secured term loan and a senior secured revolving credit facility, with proceeds used in part to repay a prior credit facility and support working capital. Other 8-Ks report quarterly and annual financial results for the Senior, Healthcare Services and Life segments, including metrics such as Medicare Advantage policy approvals, SelectRx membership and life premium volumes. Additional 8-K disclosures cover matters submitted to stockholders at the annual meeting, including director elections, auditor ratification and advisory votes on executive compensation.
On this page, users can access SelectQuote’s 10-K annual reports and 10-Q quarterly reports, which provide comprehensive discussions of the company’s business model, segment results, risk factors and accounting policies. Filings related to credit agreements and amendments detail the terms, covenants and collateral securing the company’s debt. Proxy statements and associated filings explain the company’s governance structure and compensation programs.
Stock Titan enhances these documents with AI-powered summaries that highlight the most important points from lengthy filings, including revenue drivers in the Senior and Healthcare Services segments, pharmacy-related risks and debt structure changes. Users can also review insider transaction reports on Form 4, along with real-time updates from EDGAR, to monitor equity transactions by SelectQuote officers and directors.
SelectQuote, Inc. director Chris Wolfe reported acquiring shares through equity compensation. On February 28, 2026, he exercised or converted restricted stock units, acquiring 9,502 shares of common stock at a price of $0.00 per share.
The filing also shows 9,502 restricted stock units tied to this transaction, with 19,006 restricted stock units held after the transaction and 9,502 common shares held directly. These awards were granted under SelectQuote’s 2020 Omnibus Incentive Plan and vest in three annual installments, subject to continued Board service.
SelectQuote, Inc. Chief Financial Officer Clement Ryan Moore reported equity award activity involving restricted stock units and common shares. On February 28, 2026, restricted stock units covering 20,834 shares were converted into an equal number of common shares, and 7,219 common shares were surrendered at
SelectQuote director Srdjan Vukovic reported equity awards and a conversion tied to board service. On November 11, 2025, he received a grant of 106,250 restricted stock units under SelectQuote’s 2020 Omnibus Incentive Plan. Each unit represents a contingent right to one share of common stock.
On February 28, 2026, 9,502 restricted stock units were converted into 9,502 shares of common stock at a price of $0.00 per share, leaving 19,006 restricted stock units and 9,502 common shares held directly after the transactions. One award vests in full on the date of SelectQuote’s 2026 Annual Meeting of Stockholders, while another vests in three equal annual installments, in each case conditioned on continued service on the Board of Directors.
SelectQuote, Inc. president Grant Robert Clay reported open-market purchases of company stock made through family trusts. On February 11, 2026, three irrevocable trusts for his minor children bought 39,366, 39,514, and 40,021 shares of SelectQuote common stock at weighted average prices of $0.889, $0.886, and $0.875 per share, respectively, for a total of 118,901 shares.
After these transactions, each child’s trust held a little over 100,000 shares. Clay also reports 2,891,334 shares held directly, 1,242,000 shares held indirectly as trustee of the Robert Clay Grant Irrevocable Trust, and 1,089,369 shares beneficially owned through Haakon Capital, LLC, where he has a one‑third ownership interest.
Morgan Stanley reported its beneficial ownership of SelectQuote, Inc. common stock at 4.99% of the class, representing 8,982,943 shares. These shares are held with shared voting power over 8,976,678 shares and shared dispositive power over 8,982,943 shares, with no sole voting or dispositive power.
The filing is an amendment that restates a prior ownership report because Morgan Stanley’s ability to exercise certain one-for-one convertible warrants is limited by a purchase agreement. Morgan Stanley certifies the position is held in the ordinary course of business and not for the purpose of influencing control of SelectQuote.
SelectQuote reported strong quarterly results with higher revenue and a sharp jump in profitability. For the three months ended December 31, 2025, revenue rose to $537.1 million from $481.1 million, driven largely by growth in its Healthcare Services pharmacy business, which increased to $227.2 million from $180.0 million.
Net income improved to $69.3 million versus $53.2 million a year earlier, helped by a $19.3 million favorable change in warrant fair value and lower interest expense. After paying and accruing $18.1 million of dividends and accretion on its Senior Non-Convertible Preferred Stock, net income attributable to common shareholders was $51.2 million.
For the first six months of the fiscal year, revenue reached $865.9 million, up from $773.3 million, and net income climbed to $38.8 million from $8.7 million. Operating cash flow remained negative at $(21.6) million, while total debt increased to $405.8 million and preferred stock carried a liquidation preference of $394.2 million.
SelectQuote, Inc. furnished an update on its business by reporting financial results for the second quarter ended December 31, 2025. The company used a press release and an investor presentation, attached as Exhibits 99.1 and 99.2, to present these results.
The information in these exhibits was furnished, not filed, meaning it is not subject to certain Exchange Act liabilities and is only incorporated into other SEC documents if specifically referenced.
SelectQuote, Inc. entered into a new senior secured credit agreement on January 8, 2026, providing a $325 million senior secured term loan and a $90 million senior secured revolving credit facility. About $313.8 million of the term loan proceeds were used to fully repay all outstanding amounts under the company’s previous credit facility, with the balance and the revolver available for working capital and other general corporate purposes.
The term loan bears interest at either SOFR, with a 3.00% floor, plus 6.50% or a base rate plus 5.50%, and amortizes quarterly at 0.625% of the initial principal amount until June 30, 2027, and 1.25% thereafter. The revolving credit facility bears interest at either SOFR, with a 3.00% floor, plus 4.00% or a base rate plus 3.00%, and includes capacity for up to $5.0 million in letters of credit. The new facility is secured by substantially all assets of SelectQuote and certain subsidiaries, includes financial covenants on fixed charge coverage and liquidity, and replaces the prior Ares-led credit agreement, which was terminated on the closing date.
SelectQuote reported voting results from its 2025 Annual Meeting. Two Class III directors were elected: Denise L. Devine (65,350,226 votes for; 17,656,400 withheld) and Donald L. Hawks III (67,920,342 for; 15,086,284 withheld). Stockholders also ratified Deloitte & Touche LLP as independent auditor with 112,814,953 votes for, 1,156,892 against, and 472,083 abstentions.
The advisory vote on executive compensation passed with 79,848,312 votes for, 3,006,318 against, and 151,996 abstentions. A total of 114,443,928 shares were represented in person or by proxy, out of 175,884,846 shares outstanding as of the September 23, 2025 record date.
SelectQuote (SLQT) director reported equity changes on 11/11/2025. 52,631 restricted stock units vested in full and converted into common stock at $0. The director also received a new grant of 106,250 RSUs that will vest in full on the date of the Company’s 2026 Annual Meeting of Stockholders, subject to continued Board service. Following the transactions, the director holds 363,214 shares directly and 38,500 shares indirectly through Devanny LLC.