SelectQuote CAO reports RSU vesting and new grants
SelectQuote, Inc. chief accounting officer Stephanie D. Fisher reported equity compensation activity.
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Form Type
4
Rhea-AI Filing Summary
SelectQuote, Inc. chief accounting officer Stephanie D. Fisher reported equity compensation activity. On August 1, 2026 she converted 57,183 restricted and price-vested stock units into common shares, with 24,219 shares withheld at $0.747 per share to cover taxes. She also received grants of 101,914 restricted stock units and 101,914 price-vested units that vest in three annual installments subject to continued employment and stock price conditions.
Insider Trade Summary
57,183 shares exercised/converted
Exercise
13 txns
Insider
Fisher Stephanie D.
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F2, F3, F4 | 17,515 | -- | -- |
| Exercise | Restricted Stock Units F2, F3, F5 | 9,518 | -- | -- |
| Exercise | Restricted Stock Units F2, F3, F6 | 24,788 | -- | -- |
| Exercise | Price-Vested Restricted Stock Units F7, F8, F9 | 2,189 | -- | -- |
| Exercise | Price-Vested Restricted Stock Units F7, F8, F10 | 3,173 | -- | -- |
| Grant/Award | Restricted Stock Units F2, F3, F6 | 101,914 | -- | -- |
| Grant/Award | Price-Vested Restricted Stock Units F7, F8, F11 | 101,914 | -- | -- |
| Exercise | Common Stock, par value $0.01 per share | 17,515 | $0.00 | $0.00 |
| Exercise | Common Stock, par value $0.01 per share | 9,518 | $0.00 | $0.00 |
| Exercise | Common Stock, par value $0.01 per share | 24,788 | $0.00 | $0.00 |
| Exercise | Common Stock, par value $0.01 per share | 2,189 | $0.00 | $0.00 |
| Exercise | Common Stock, par value $0.01 per share | 3,173 | $0.00 | $0.00 |
| Tax Withholding | Common Stock, par value $0.01 per share F1 | 24,219 | $0.747 | $18K |
Holdings After Transaction:
Restricted Stock Units — 161,011 contracts (Direct);
Price-Vested Restricted Stock Units — 143,828 contracts (Direct);
Common Stock, par value $0.01 per share — 137,546 shares (Direct)
Holdings Before and After:
Restricted Stock Units, 110,918 to 161,011 contracts (Direct);
Price-Vested Restricted Stock Units, 47,276 to 143,828 contracts (Direct);
Common Stock, par value $0.01 per share, 104,582 to 137,546 shares (Direct)
Footnotes (11)
- F1. Represents shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting of restricted stock units previously granted to the recipient pursuant to the 2020 Omnibus Incentive Plan (the "Plan") of SelectQuote, Inc. (the "Company").
- F2. Represents restricted stock units granted to the recipient pursuant to the Plan.
- F3. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
- F4. 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.
- F5. 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.
- 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. Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
- F8. 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.
- F9. 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.
- F10. 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.
- 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-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 $2.00, $3.00, and $4.00 during the five-year performance period.
Key Figures
Derivative units exercised: 57,183 units
Shares withheld for taxes: 24,219 shares
Tax withholding price: $0.747 per share
+3 more
6 metrics
Derivative units exercised
57,183 units
Total restricted and price-vested stock units converted on August 1, 2026
Shares withheld for taxes
24,219 shares
Common shares surrendered to satisfy withholding taxes on RSU vesting
Tax withholding price
$0.747 per share
Per-share value for common stock withheld to cover tax liability
Time-vested RSU grant
101,914 units
Restricted stock units granted on August 1, 2026 under the 2020 Omnibus Incentive Plan
Price-vested RSU grant
101,914 units
Price-vested restricted stock units (PVUs) granted on August 1, 2026
PVU price hurdle
$2.00
One of the 60-day average closing price thresholds for PVU vesting in the five-year period
Key Terms
Restricted Stock Units, Price-vested restricted stock units, withholding taxes, 60-day average closing price, +1 more
5 terms
Restricted Stock Units financial
"Represents restricted stock units granted to the recipient pursuant to the Plan."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Price-vested restricted stock units financial
"Represents price-vested restricted stock units of the Company ("PVUs") granted"
withholding taxes financial
"shares surrendered to the issuer to satisfy withholding taxes owed upon the vesting"
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
60-day average closing price financial
"upon the 60-day average closing price of the Company's common stock exceeding"
five-year performance period financial
"during the five-year performance period."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider equity transactions did SelectQuote (SLQT) report for Stephanie D. Fisher?
Stephanie D. Fisher reported unit conversions, tax withholding, and new grants. She converted 57,183 restricted and price-vested units into common stock, had 24,219 shares withheld for taxes, and received 101,914 new RSUs plus 101,914 price‑vested units with multi-year vesting terms.
How many restricted stock units vested for SelectQuote (SLQT) CAO on August 1, 2026?
A total of 57,183 units vested and were converted into common shares. This figure includes both time-based restricted stock units and price‑vested restricted stock units that were exercised or converted on August 1, 2026 into SelectQuote common stock.
What new equity awards did SelectQuote (SLQT) grant to its CAO in this Form 4?
Stephanie D. Fisher received 203,828 new derivative awards. She was granted 101,914 time‑vested restricted stock units and 101,914 price‑vested restricted stock units, each representing the right to receive one share of common stock, vesting in three annual installments.
What performance conditions apply to SelectQuote (SLQT) price-vested restricted stock units (PVUs)?
PVUs vest only if stock-price hurdles are met over a five-year period. Portions of the awards vest when the 60‑day average closing price of SelectQuote common stock exceeds set thresholds, including $2.00, $3.00 and $4.00, in addition to service-based vesting conditions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
