STOCK TITAN

[Form 4] SelectQuote, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

On 08/01/25 Chief Accounting Officer Stephanie D. Fisher executed multiple automatic “M” transactions tied to previously granted restricted stock units (RSUs) and price-vested units (PVUs). In total, 59,651 common shares were issued to her at a $0 exercise price, raising her direct common-stock ownership from roughly 70 K to 129,848 shares.

On 08/02/25 she carried out a single “F” transaction, surrendering 25,266 shares at $1.74 to cover statutory tax withholding. Post-withholding, her direct stake stands at 104,582 shares.

The filing also reports she continues to hold 74,365 unvested RSUs and 25,383 PVUs. A new grant of 74,365 RSUs (three-year ratable vesting) was recorded, while several PVU tranches vested after the company’s stock met price hurdles of $2.50, $3.13 and $4.00. No open-market purchases or discretionary sales were disclosed; activity is largely compensation-related and neutral to cash flow.

Il 01/08/25 la Chief Accounting Officer Stephanie D. Fisher ha eseguito numerose transazioni automatiche di tipo “M” relative a unità azionarie vincolate (RSU) e unità vincolate al prezzo (PVU) precedentemente assegnate. In totale, le sono state assegnate 59.651 azioni ordinarie con un prezzo di esercizio pari a 0 $, portando la sua partecipazione diretta da circa 70.000 a 129.848 azioni.

Il 02/08/25 ha effettuato una singola transazione “F”, cedendo 25.266 azioni a 1,74 $ per coprire la ritenuta fiscale obbligatoria. Dopo questa operazione, la sua partecipazione diretta è pari a 104.582 azioni.

La comunicazione segnala inoltre che detiene ancora 74.365 RSU non maturate e 25.383 PVU. È stato registrato un nuovo conferimento di 74.365 RSU con maturazione rateizzata in tre anni, mentre diverse tranche di PVU sono maturate dopo che il prezzo delle azioni ha raggiunto soglie di 2,50 $, 3,13 $ e 4,00 $. Non sono state riportate operazioni di acquisto sul mercato aperto o vendite discrezionali; l’attività è principalmente legata alla compensazione e non ha impatto sul flusso di cassa.

El 01/08/25, la Directora de Contabilidad Stephanie D. Fisher realizó múltiples transacciones automáticas tipo “M” vinculadas a unidades de acciones restringidas (RSU) y unidades condicionadas al precio (PVU) previamente otorgadas. En total, se le emitieron 59.651 acciones ordinarias con un precio de ejercicio de 0 $, aumentando su propiedad directa de acciones comunes de aproximadamente 70.000 a 129.848 acciones.

El 02/08/25 realizó una única transacción “F”, entregando 25.266 acciones a 1,74 $ para cubrir la retención fiscal obligatoria. Tras esta retención, su participación directa se sitúa en 104.582 acciones.

El informe también indica que continúa poseyendo 74.365 RSU no adquiridas y 25.383 PVU. Se registró una nueva concesión de 74.365 RSU con adquisición gradual durante tres años, mientras que varios tramos de PVU se adquirieron después de que el precio de las acciones alcanzara los umbrales de 2,50 $, 3,13 $ y 4,00 $. No se revelaron compras en el mercado abierto ni ventas discrecionales; la actividad está mayormente relacionada con la compensación y es neutral para el flujo de efectivo.

2025년 8월 1일, 최고회계책임자(CAO) 스테파니 D. 피셔는 이전에 부여된 제한 주식 단위(RSU) 및 가격 조건부 단위(PVU)와 관련된 여러 자동 “M” 거래를 실행했습니다. 총 59,651 보통주0달러 행사가격으로 그녀에게 발행되어 직접 보유 주식 수가 약 70,000주에서 129,848주로 증가했습니다.

2025년 8월 2일, 그녀는 단일 “F” 거래를 수행하여 25,266주를 1.74달러에 양도해 법정 세금 원천징수를 충당했습니다. 세금 원천징수 후 그녀의 직접 보유 주식은 104,582주입니다.

신고서에는 그녀가 여전히 74,365개의 미확정 RSU25,383개의 PVU를 보유하고 있음이 보고되었습니다. 3년에 걸쳐 비례 배분되는 74,365 RSU의 신규 부여가 기록되었으며, 회사 주가가 2.50달러, 3.13달러, 4.00달러의 가격 기준을 충족한 후 여러 PVU 분할이 확정되었습니다. 공개 시장 매수나 임의 매도는 보고되지 않았으며, 활동은 주로 보상과 관련되어 현금 흐름에 중립적입니다.

Le 01/08/25, la Directrice Comptable Stephanie D. Fisher a réalisé plusieurs transactions automatiques de type « M » liées à des unités d’actions restreintes (RSU) et des unités acquises en fonction du prix (PVU) précédemment attribuées. Au total, 59 651 actions ordinaires lui ont été attribuées à un prix d’exercice de 0 $, portant sa détention directe d’actions ordinaires d’environ 70 000 à 129 848 actions.

Le 02/08/25, elle a effectué une seule transaction « F », en cédant 25 266 actions à 1,74 $ pour couvrir la retenue fiscale obligatoire. Après cette retenue, sa participation directe s’élève à 104 582 actions.

Le dépôt indique également qu’elle détient toujours 74 365 RSU non acquises et 25 383 PVU. Une nouvelle attribution de 74 365 RSU (acquisition progressive sur trois ans) a été enregistrée, tandis que plusieurs tranches de PVU ont été acquises après que le cours de l’action ait atteint des seuils de 2,50 $, 3,13 $ et 4,00 $. Aucun achat sur le marché ouvert ni vente discrétionnaire n’a été signalé ; l’activité est principalement liée à la rémunération et neutre pour les flux de trésorerie.

Am 01.08.25 führte die Chief Accounting Officer Stephanie D. Fisher mehrere automatische „M“-Transaktionen durch, die mit zuvor gewährten Restricted Stock Units (RSUs) und price-vested Units (PVUs) verbunden waren. Insgesamt wurden ihr 59.651 Stammaktien zu einem Ausübungspreis von 0 $ zugeteilt, wodurch ihr direkter Besitz an Stammaktien von etwa 70.000 auf 129.848 Aktien anstieg.

Am 02.08.25 tätigte sie eine einzelne „F“-Transaktion und gab 25.266 Aktien zu 1,74 $ ab, um die gesetzliche Steuerabzugsverpflichtung zu erfüllen. Nach der Steuerabführung beträgt ihr direkter Anteil 104.582 Aktien.

Die Meldung berichtet außerdem, dass sie weiterhin 74.365 unverfallbare RSUs und 25.383 PVUs hält. Eine neue Zuteilung von 74.365 RSUs (dreijährige anteilige Vesting) wurde erfasst, während mehrere PVU-Tranchen nach Erreichen der Kursziele von 2,50 $, 3,13 $ und 4,00 $ verfielen. Keine Käufe am offenen Markt oder diskretionäre Verkäufe wurden offengelegt; die Aktivitäten stehen größtenteils im Zusammenhang mit Vergütungen und sind cashflow-neutral.

Positive
  • Executive’s net holdings increased by about 34,000 shares, suggesting sustained equity exposure.
  • Price hurdles of $2.50–$4.00 were met, indicating recent share-price improvement sufficient to trigger PVU vesting.
Negative
  • 25,266 shares sold (tax withholding) creates modest selling pressure, though not discretionary.
  • Large new RSU grant adds potential future dilution of 74,365 shares.

Insights

TL;DR: Routine equity-compensation vesting; insider keeps >100 K shares, sells only for taxes—neutral signal for SLQT.

The transactions are standard for an executive compensation cycle and triggered automatically once price and service conditions were satisfied. Although 25 K shares were sold, the sale was strictly to cover taxes (code F) and represents < 20% of newly vested shares, leaving Fisher with a larger equity position than before. The additional 74 K RSU grant aligns incentives through 2028–35. No discretionary selling means limited negative read-through for investors; likewise, automatic vesting does not convey incremental bullishness. Overall market impact should be marginal.

Il 01/08/25 la Chief Accounting Officer Stephanie D. Fisher ha eseguito numerose transazioni automatiche di tipo “M” relative a unità azionarie vincolate (RSU) e unità vincolate al prezzo (PVU) precedentemente assegnate. In totale, le sono state assegnate 59.651 azioni ordinarie con un prezzo di esercizio pari a 0 $, portando la sua partecipazione diretta da circa 70.000 a 129.848 azioni.

Il 02/08/25 ha effettuato una singola transazione “F”, cedendo 25.266 azioni a 1,74 $ per coprire la ritenuta fiscale obbligatoria. Dopo questa operazione, la sua partecipazione diretta è pari a 104.582 azioni.

La comunicazione segnala inoltre che detiene ancora 74.365 RSU non maturate e 25.383 PVU. È stato registrato un nuovo conferimento di 74.365 RSU con maturazione rateizzata in tre anni, mentre diverse tranche di PVU sono maturate dopo che il prezzo delle azioni ha raggiunto soglie di 2,50 $, 3,13 $ e 4,00 $. Non sono state riportate operazioni di acquisto sul mercato aperto o vendite discrezionali; l’attività è principalmente legata alla compensazione e non ha impatto sul flusso di cassa.

El 01/08/25, la Directora de Contabilidad Stephanie D. Fisher realizó múltiples transacciones automáticas tipo “M” vinculadas a unidades de acciones restringidas (RSU) y unidades condicionadas al precio (PVU) previamente otorgadas. En total, se le emitieron 59.651 acciones ordinarias con un precio de ejercicio de 0 $, aumentando su propiedad directa de acciones comunes de aproximadamente 70.000 a 129.848 acciones.

El 02/08/25 realizó una única transacción “F”, entregando 25.266 acciones a 1,74 $ para cubrir la retención fiscal obligatoria. Tras esta retención, su participación directa se sitúa en 104.582 acciones.

El informe también indica que continúa poseyendo 74.365 RSU no adquiridas y 25.383 PVU. Se registró una nueva concesión de 74.365 RSU con adquisición gradual durante tres años, mientras que varios tramos de PVU se adquirieron después de que el precio de las acciones alcanzara los umbrales de 2,50 $, 3,13 $ y 4,00 $. No se revelaron compras en el mercado abierto ni ventas discrecionales; la actividad está mayormente relacionada con la compensación y es neutral para el flujo de efectivo.

2025년 8월 1일, 최고회계책임자(CAO) 스테파니 D. 피셔는 이전에 부여된 제한 주식 단위(RSU) 및 가격 조건부 단위(PVU)와 관련된 여러 자동 “M” 거래를 실행했습니다. 총 59,651 보통주0달러 행사가격으로 그녀에게 발행되어 직접 보유 주식 수가 약 70,000주에서 129,848주로 증가했습니다.

2025년 8월 2일, 그녀는 단일 “F” 거래를 수행하여 25,266주를 1.74달러에 양도해 법정 세금 원천징수를 충당했습니다. 세금 원천징수 후 그녀의 직접 보유 주식은 104,582주입니다.

신고서에는 그녀가 여전히 74,365개의 미확정 RSU25,383개의 PVU를 보유하고 있음이 보고되었습니다. 3년에 걸쳐 비례 배분되는 74,365 RSU의 신규 부여가 기록되었으며, 회사 주가가 2.50달러, 3.13달러, 4.00달러의 가격 기준을 충족한 후 여러 PVU 분할이 확정되었습니다. 공개 시장 매수나 임의 매도는 보고되지 않았으며, 활동은 주로 보상과 관련되어 현금 흐름에 중립적입니다.

Le 01/08/25, la Directrice Comptable Stephanie D. Fisher a réalisé plusieurs transactions automatiques de type « M » liées à des unités d’actions restreintes (RSU) et des unités acquises en fonction du prix (PVU) précédemment attribuées. Au total, 59 651 actions ordinaires lui ont été attribuées à un prix d’exercice de 0 $, portant sa détention directe d’actions ordinaires d’environ 70 000 à 129 848 actions.

Le 02/08/25, elle a effectué une seule transaction « F », en cédant 25 266 actions à 1,74 $ pour couvrir la retenue fiscale obligatoire. Après cette retenue, sa participation directe s’élève à 104 582 actions.

Le dépôt indique également qu’elle détient toujours 74 365 RSU non acquises et 25 383 PVU. Une nouvelle attribution de 74 365 RSU (acquisition progressive sur trois ans) a été enregistrée, tandis que plusieurs tranches de PVU ont été acquises après que le cours de l’action ait atteint des seuils de 2,50 $, 3,13 $ et 4,00 $. Aucun achat sur le marché ouvert ni vente discrétionnaire n’a été signalé ; l’activité est principalement liée à la rémunération et neutre pour les flux de trésorerie.

Am 01.08.25 führte die Chief Accounting Officer Stephanie D. Fisher mehrere automatische „M“-Transaktionen durch, die mit zuvor gewährten Restricted Stock Units (RSUs) und price-vested Units (PVUs) verbunden waren. Insgesamt wurden ihr 59.651 Stammaktien zu einem Ausübungspreis von 0 $ zugeteilt, wodurch ihr direkter Besitz an Stammaktien von etwa 70.000 auf 129.848 Aktien anstieg.

Am 02.08.25 tätigte sie eine einzelne „F“-Transaktion und gab 25.266 Aktien zu 1,74 $ ab, um die gesetzliche Steuerabzugsverpflichtung zu erfüllen. Nach der Steuerabführung beträgt ihr direkter Anteil 104.582 Aktien.

Die Meldung berichtet außerdem, dass sie weiterhin 74.365 unverfallbare RSUs und 25.383 PVUs hält. Eine neue Zuteilung von 74.365 RSUs (dreijährige anteilige Vesting) wurde erfasst, während mehrere PVU-Tranchen nach Erreichen der Kursziele von 2,50 $, 3,13 $ und 4,00 $ verfielen. Keine Käufe am offenen Markt oder diskretionäre Verkäufe wurden offengelegt; die Aktivitäten stehen größtenteils im Zusammenhang mit Vergütungen und sind cashflow-neutral.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Matthews Joshua Brandon

(Last) (First) (Middle)
6800 WEST 115TH STREET
SUITE 2511

(Street)
OVERLAND PARK KS 66211

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SelectQuote, Inc. [ SLQT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
President, SelectQuote Senior
3. Date of Earliest Transaction (Month/Day/Year)
08/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock, par value $0.01 per share 08/01/2025 M 1,902 A $0 483,525 D
Common Stock, par value $0.01 per share 08/01/2025 M 21,695 A $0 505,220 D
Common Stock, par value $0.01 per share 08/01/2025 M 57,777 A $0 562,997 D
Common Stock, par value $0.01 per share 08/01/2025 M 31,949 A $0 594,946 D
Common Stock, par value $0.01 per share 08/01/2025 M 13,125 A $0 608,071 D
Common Stock, par value $0.01 per share 08/01/2025 M 7,223 A $0 615,294 D
Common Stock, par value $0.01 per share 08/01/2025 M 10,650 A $0 625,944 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units(1) (2) 08/01/2025 M 1,902 (3) 08/01/2031 Common Stock, par value $0.01 per share 1,902 (2) 0 D
Restricted Stock Units(1) (2) 08/01/2025 M 21,695 (4) 08/01/2032 Common Stock, par value $0.01 per share 21,695 (2) 0 D
Restricted Stock Units(1) (2) 08/01/2025 M 57,777 (4) 08/01/2033 Common Stock, par value $0.01 per share 57,777 (2) 57,779 D
Restricted Stock Units(1) (2) 08/01/2025 M 31,949 (5) 10/28/2034 Common Stock, par value $0.01 per share 31,949 (2) 63,898 D
Price-Vested Restricted Stock Units(6) (7) 08/01/2025 M 13,125 (8) 08/01/2027 Common Stock, par value $0.01 per share 13,125 (7) 118,125 D
Price-Vested Restricted Stock Units(6) (7) 08/01/2025 M 7,223 (9) 08/01/2028 Common Stock, par value $0.01 per share 7,223 (7) 72,222 D
Price-Vested Restricted Stock Units(6) (7) 08/01/2025 M 10,650 (10) 10/28/2029 Common Stock, par value $0.01 per share 10,650 (7) 85,197 D
Restricted Stock Units(1) (2) 08/01/2025 A 130,000 (4) 08/01/2035 Common Stock, par value $0.01 per share 130,000 (2) 130,000 D
Restricted Stock Units(1) (2) 08/01/2025 A 260,000 (11) 08/01/2035 Common Stock, par value $0.01 per share 260,000 (2) 260,000 D
Price-Vested Restricted Stock Units(6) (7) 08/01/2025 A 130,000 (12) 08/01/2030 Common Stock, par value $0.01 per share 130,000 (7) 130,000 D
Explanation of Responses:
1. Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan").
2. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
3. 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.
4. 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.
5. 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.
6. Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
7. 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.
8. 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 exceeding 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.
9. 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 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.
10. 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.
11. The restricted stock units vest ratably in two annual installments commencing on the two-year anniversary of the grant date, subject to the recipient's continued employment with the Company through the applicable vesting date.
12. 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.
Remarks:
/s/ Daniel A. Boulware, Attorney-in-Fact 08/05/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many SLQT shares does Stephanie Fisher now own directly?

Following the transactions, she directly owns 104,582 common shares.

Were any open-market sales or purchases made by the insider?

No. All activity was automatic: RSU/PVU vesting (code M) and tax-related share surrender (code F).

What price were the shares sold for tax withholding?

Shares were surrendered at $1.74 on 08/02/25 to satisfy withholding obligations.

Did the insider receive new equity awards?

Yes, 74,365 new RSUs were granted under the 2020 Omnibus Incentive Plan.

What performance hurdles triggered the PVU vesting?

Vesting occurred after 60-day average prices exceeded $2.50, $3.13, and $4.00 thresholds.
Selectquote Inc

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300.54M
135.78M
10.95%
52.81%
1.33%
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OVERLAND PARK