STOCK TITAN

[Form 4] SelectQuote, Inc. Insider Trading Activity

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
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 diverse transazioni automatiche di tipo “M” legate a unità di azioni ristrette (RSU) e unità con prezzo di maturazione (PVU) precedentemente assegnate. In totale, le sono state emesse 59.651 azioni ordinarie con un prezzo di esercizio di 0 $, aumentando la sua partecipazione diretta da circa 70.000 a 129.848 azioni.

Il 02/08/25 ha effettuato una singola transazione di tipo “F”, cedendo 25.266 azioni a 1,74 $ per coprire la ritenuta fiscale obbligatoria. Dopo la ritenuta, 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 stata registrata una nuova assegnazione di 74.365 RSU con maturazione progressiva 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 stati riportati acquisti sul mercato aperto o vendite discrezionali; l’attività è principalmente legata alla compensazione e non influenza il flusso di cassa.

El 01/08/25, la Chief Accounting Officer Stephanie D. Fisher realizó múltiples transacciones automáticas tipo “M” vinculadas a unidades restringidas de acciones (RSU) y unidades con precio de adquisición (PVU) previamente otorgadas. En total, se le emitieron 59,651 acciones comunes con un precio de ejercicio de 0 $, elevando su participación directa en acciones comunes de aproximadamente 70 mil a 129,848 acciones.

El 02/08/25 llevó a cabo una única transacción tipo “F”, entregando 25,266 acciones a 1.74 $ para cubrir la retención fiscal obligatoria. Después de la retención, su participación directa es de 104,582 acciones.

El informe también indica que sigue manteniendo 74,365 RSU no adquiridas y 25,383 PVU. Se registró una nueva concesión de 74,365 RSU con adquisición proporcional en tres años, mientras que varias series de PVU se adquirieron tras alcanzar el precio de la acción los umbrales de 2.50 $, 3.13 $ y 4.00 $. No se divulgaron compras en el mercado abierto ni ventas discrecionales; la actividad está principalmente relacionada con la compensación y es neutral para el flujo de caja.

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 행사 가격으로 발행되어 그녀의 직접 보통주 보유량이 약 7만 주에서 129,848주로 증가했습니다.

2025년 8월 2일에는 단일 “F” 거래를 수행하여 25,266주를 1.74달러에 양도하여 법정 세금 원천징수를 충당했습니다. 원천징수 후 그녀의 직접 지분은 104,582주입니다.

보고서에는 그녀가 여전히 74,365개의 미확정 RSU25,383개의 PVU를 보유하고 있다고 나와 있습니다. 3년에 걸쳐 비례적으로 권리가 부여되는 74,365 RSU의 신규 부여가 기록되었으며, 회사 주가가 2.50달러, 3.13달러, 4.00달러의 가격 기준을 충족한 후 여러 PVU 트랜치가 권리를 획득했습니다. 공개 시장에서의 매수나 임의 매도는 보고되지 않았으며, 활동은 주로 보상과 관련되어 현금 흐름에 중립적입니다.

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

Le 02/08/25, elle a réalisé une unique transaction de type « F », 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 libre ni vente discrétionnaire n’ont été divulgués ; l’activité est principalement liée à la rémunération et neutre en termes de 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 preisgebundenen Einheiten (PVUs) verbunden sind. Insgesamt wurden ihr 59.651 Stammaktien zu einem Ausübungspreis von 0 $ ausgegeben, wodurch ihr direkter Stammaktienbesitz von etwa 70.000 auf 129.848 Aktien anstieg.

Am 02.08.25 tätigte sie eine einzelne „F“-Transaktion, bei der sie 25.266 Aktien zu 1,74 $ abgab, um die gesetzliche Steuerabzugsverpflichtung zu erfüllen. Nach der Steuerabzugszahlung hält sie nun 104.582 Aktien direkt.

Die Meldung berichtet zudem, dass sie weiterhin 74.365 unverfallbare RSUs und 25.383 PVUs besitzt. Eine neue Zuteilung von 74.365 RSUs (dreijährige anteilige Vesting-Periode) wurde verzeichnet, 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 gemeldet; die Aktivitäten stehen hauptsächlich im Zusammenhang mit Vergütungen und sind für den Cashflow neutral.

Positive
  • None.
Negative
  • None.

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 diverse transazioni automatiche di tipo “M” legate a unità di azioni ristrette (RSU) e unità con prezzo di maturazione (PVU) precedentemente assegnate. In totale, le sono state emesse 59.651 azioni ordinarie con un prezzo di esercizio di 0 $, aumentando la sua partecipazione diretta da circa 70.000 a 129.848 azioni.

Il 02/08/25 ha effettuato una singola transazione di tipo “F”, cedendo 25.266 azioni a 1,74 $ per coprire la ritenuta fiscale obbligatoria. Dopo la ritenuta, 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 stata registrata una nuova assegnazione di 74.365 RSU con maturazione progressiva 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 stati riportati acquisti sul mercato aperto o vendite discrezionali; l’attività è principalmente legata alla compensazione e non influenza il flusso di cassa.

El 01/08/25, la Chief Accounting Officer Stephanie D. Fisher realizó múltiples transacciones automáticas tipo “M” vinculadas a unidades restringidas de acciones (RSU) y unidades con precio de adquisición (PVU) previamente otorgadas. En total, se le emitieron 59,651 acciones comunes con un precio de ejercicio de 0 $, elevando su participación directa en acciones comunes de aproximadamente 70 mil a 129,848 acciones.

El 02/08/25 llevó a cabo una única transacción tipo “F”, entregando 25,266 acciones a 1.74 $ para cubrir la retención fiscal obligatoria. Después de la retención, su participación directa es de 104,582 acciones.

El informe también indica que sigue manteniendo 74,365 RSU no adquiridas y 25,383 PVU. Se registró una nueva concesión de 74,365 RSU con adquisición proporcional en tres años, mientras que varias series de PVU se adquirieron tras alcanzar el precio de la acción los umbrales de 2.50 $, 3.13 $ y 4.00 $. No se divulgaron compras en el mercado abierto ni ventas discrecionales; la actividad está principalmente relacionada con la compensación y es neutral para el flujo de caja.

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 행사 가격으로 발행되어 그녀의 직접 보통주 보유량이 약 7만 주에서 129,848주로 증가했습니다.

2025년 8월 2일에는 단일 “F” 거래를 수행하여 25,266주를 1.74달러에 양도하여 법정 세금 원천징수를 충당했습니다. 원천징수 후 그녀의 직접 지분은 104,582주입니다.

보고서에는 그녀가 여전히 74,365개의 미확정 RSU25,383개의 PVU를 보유하고 있다고 나와 있습니다. 3년에 걸쳐 비례적으로 권리가 부여되는 74,365 RSU의 신규 부여가 기록되었으며, 회사 주가가 2.50달러, 3.13달러, 4.00달러의 가격 기준을 충족한 후 여러 PVU 트랜치가 권리를 획득했습니다. 공개 시장에서의 매수나 임의 매도는 보고되지 않았으며, 활동은 주로 보상과 관련되어 현금 흐름에 중립적입니다.

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

Le 02/08/25, elle a réalisé une unique transaction de type « F », 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 libre ni vente discrétionnaire n’ont été divulgués ; l’activité est principalement liée à la rémunération et neutre en termes de 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 preisgebundenen Einheiten (PVUs) verbunden sind. Insgesamt wurden ihr 59.651 Stammaktien zu einem Ausübungspreis von 0 $ ausgegeben, wodurch ihr direkter Stammaktienbesitz von etwa 70.000 auf 129.848 Aktien anstieg.

Am 02.08.25 tätigte sie eine einzelne „F“-Transaktion, bei der sie 25.266 Aktien zu 1,74 $ abgab, um die gesetzliche Steuerabzugsverpflichtung zu erfüllen. Nach der Steuerabzugszahlung hält sie nun 104.582 Aktien direkt.

Die Meldung berichtet zudem, dass sie weiterhin 74.365 unverfallbare RSUs und 25.383 PVUs besitzt. Eine neue Zuteilung von 74.365 RSUs (dreijährige anteilige Vesting-Periode) wurde verzeichnet, 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 gemeldet; die Aktivitäten stehen hauptsächlich im Zusammenhang mit Vergütungen und sind für den 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*
Clement Ryan Moore

(Last) (First) (Middle)
C/O SELECTQUOTE, INC.
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)
Chief Financial Officer
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 16,227 A $0 171,694 D
Common Stock, par value $0.01 per share 08/01/2025 M 88,889 A $0 260,583 D
Common Stock, par value $0.01 per share 08/01/2025 M 63,897 A $0 324,480 D
Common Stock, par value $0.01 per share 08/01/2025 M 9,817 A $0 334,297 D
Common Stock, par value $0.01 per share 08/01/2025 M 11,111 A $0 345,408 D
Common Stock, par value $0.01 per share 08/01/2025 M 21,299 A $0 366,707 D
Common Stock, par value $0.01 per share 08/02/2025 F 62,002(1) D $1.74 304,705 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(2) (3) 08/01/2025 M 16,227 (4) 08/01/2032 Common Stock, par value $0.01 per share 16,227 (3) 0 D
Restricted Stock Units(2) (3) 08/01/2025 M 88,889 (5) 09/13/2033 Common Stock, par value $0.01 per share 88,889 (3) 88,889 D
Restricted Stock Units(2) (3) 08/01/2025 M 63,897 (6) 10/28/2034 Common Stock, par value $0.01 per share 63,897 (3) 127,796 D
Price-Vested Restricted Stock Units(7) (8) 08/01/2025 M 9,817 (9) 08/01/2027 Common Stock, par value $0.01 per share 9,817 (8) 88,353 D
Price-Vested Restricted Stock Units(7) (8) 08/01/2025 M 11,111 (10) 09/13/2028 Common Stock, par value $0.01 per share 11,111 (8) 111,111 D
Price-Vested Restricted Stock Units(7) (8) 08/01/2025 M 21,299 (11) 10/28/2029 Common Stock, par value $0.01 per share 21,299 (8) 170,394 D
Restricted Stock Units(2) (3) 08/01/2025 A 270,000 (4) 08/01/2035 Common Stock, par value $0.01 per share 270,000 (3) 270,000 D
Price-Vested Restricted Stock Units(7) (8) 08/01/2025 A 270,000 (12) 08/01/2030 Common Stock, par value $0.01 per share 270,000 (8) 270,000 D
Explanation of Responses:
1. 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.
2. Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan (the "Plan").
3. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
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, 2024, subject to the recipient's continued employment with the Company through the applicable vesting date.
6. 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.
7. Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
8. 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.
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 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.
10. 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.
11. 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.
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.
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1.33%
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OVERLAND PARK