STOCK TITAN

[Form 4] SelectQuote, Inc. Insider Trading Activity

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

Form 4 Overview — SelectQuote, Inc. (SLQT)

President Robert Clay Grant reported a change in beneficial ownership effective July 1 2025. The filing shows the acquisition of 448,474 common shares at a cost basis of $0.00, coded “W,” which indicates receipt by will or the laws of descent and distribution following the passing of his father, William Thomas Grant II. As a result, Mr. Grant now holds 2,464,408 shares directly.

In addition to the direct holding, the executive discloses several indirect positions:

  • 1,242,000 shares as trustee of the Robert Clay Grant Irrevocable Trust.
  • 1,089,369 shares through Haakon Capital, LLC (Mr. Grant owns one-third of the entity and disclaims beneficial ownership beyond his pecuniary interest).
  • 61,400 shares in each of three minor-child trusts (G., A., and R. Grant) for a total of 184,200 shares.

Combining direct and disclosed indirect positions, Mr. Grant reports approximately 4.98 million shares under beneficial ownership following the transaction.

No derivative transactions were reported, and the filing contains no information on open-market purchases, sales, or option exercises. The transfer is non-monetary and does not immediately affect the company’s cash flows or capital structure but modestly increases insider ownership concentration.

Panoramica del Modulo 4 — SelectQuote, Inc. (SLQT)

Il presidente Robert Clay Grant ha comunicato una variazione nella proprietà beneficiaria con effetto dal 1° luglio 2025. La dichiarazione evidenzia l'acquisizione di 448.474 azioni ordinarie a un costo base di $0,00, contrassegnata con la lettera “W”, che indica il ricevimento tramite testamento o secondo le leggi di successione a seguito del decesso di suo padre, William Thomas Grant II. Di conseguenza, il Sig. Grant detiene ora 2.464.408 azioni direttamente.

Oltre alla detenzione diretta, l’esecutivo dichiara diverse posizioni indirette:

  • 1.242.000 azioni in qualità di fiduciario del Robert Clay Grant Irrevocable Trust.
  • 1.089.369 azioni tramite Haakon Capital, LLC (il Sig. Grant possiede un terzo dell’entità e rinuncia alla proprietà beneficiaria oltre il suo interesse pecuniario).
  • 61.400 azioni in ciascuno di tre trust per minori (G., A. e R. Grant), per un totale di 184.200 azioni.

Combinando le posizioni dirette e indirette dichiarate, il Sig. Grant riporta un totale di circa 4,98 milioni di azioni sotto la sua proprietà beneficiaria a seguito della transazione.

Non sono state segnalate transazioni su strumenti derivati, né informazioni relative a acquisti, vendite o esercizi di opzioni sul mercato aperto. Il trasferimento è di natura non monetaria e non incide immediatamente sui flussi di cassa o sulla struttura del capitale della società, ma aumenta modestamente la concentrazione della proprietà interna.

Resumen del Formulario 4 — SelectQuote, Inc. (SLQT)

El presidente Robert Clay Grant informó un cambio en la propiedad beneficiaria con efecto a partir del 1 de julio de 2025. La declaración muestra la adquisición de 448,474 acciones ordinarias con un costo base de $0.00, codificada como “W”, lo que indica la recepción por testamento o según las leyes de sucesión tras el fallecimiento de su padre, William Thomas Grant II. Como resultado, el Sr. Grant ahora posee 2,464,408 acciones directamente.

Además de la tenencia directa, el ejecutivo revela varias posiciones indirectas:

  • 1,242,000 acciones como fideicomisario del Robert Clay Grant Irrevocable Trust.
  • 1,089,369 acciones a través de Haakon Capital, LLC (el Sr. Grant posee un tercio de la entidad y renuncia a la propiedad beneficiaria más allá de su interés pecuniario).
  • 61,400 acciones en cada uno de tres fideicomisos para menores (G., A. y R. Grant), sumando un total de 184,200 acciones.

Combinando las posiciones directas y las indirectas declaradas, el Sr. Grant reporta aproximadamente 4.98 millones de acciones bajo propiedad beneficiaria tras la transacción.

No se reportaron transacciones con derivados, ni información sobre compras, ventas o ejercicios de opciones en el mercado abierto. La transferencia es no monetaria y no afecta inmediatamente los flujos de caja ni la estructura de capital de la empresa, pero aumenta modestamente la concentración de propiedad interna.

Form 4 개요 — SelectQuote, Inc. (SLQT)

회장 로버트 클레이 그랜트2025년 7월 1일부로 유익 소유권 변경을 보고했습니다. 제출서류에는 448,474 보통주 취득이 비용 기준 $0.00으로 표시되어 있으며, 이는 부친 윌리엄 토마스 그랜트 2세의 사망에 따른 유언 또는 상속법에 따른 수령을 나타내는 “W” 코드로 표기되어 있습니다. 결과적으로 그랜트 씨는 현재 직접 2,464,408주를 보유하고 있습니다.

직접 보유 외에도, 임원은 여러 간접 보유를 공개했습니다:

  • 1,242,000주를 로버트 클레이 그랜트 불가역 신탁의 수탁자로서 보유.
  • 1,089,369주를 하콘 캐피털 LLC를 통해 보유 (그랜트 씨는 이 법인의 3분의 1 지분을 소유하며, 금전적 이익을 넘는 유익 소유권은 부인함).
  • 61,400주씩 세 개의 미성년자 신탁(G., A., R. Grant)에 보유하여 총 184,200주 보유.

직접 및 공개된 간접 보유를 합산하면, 그랜트 씨는 이번 거래 후 약 498만 주의 유익 소유권을 보고합니다.

파생상품 거래는 보고되지 않았으며, 공개 시장에서의 매수, 매도 또는 옵션 행사에 관한 정보도 없습니다. 이 이전은 비금전적이며 회사의 현금 흐름이나 자본 구조에 즉각적인 영향을 미치지 않지만 내부자 소유 집중도를 다소 증가시킵니다.

Présentation du Formulaire 4 — SelectQuote, Inc. (SLQT)

Le président Robert Clay Grant a déclaré un changement de propriété bénéficiaire effectif au 1er juillet 2025. Le dépôt indique l'acquisition de 448 474 actions ordinaires à un coût de base de 0,00 $, codé « W », ce qui signifie une réception par testament ou selon les lois de succession suite au décès de son père, William Thomas Grant II. En conséquence, M. Grant détient désormais 2 464 408 actions en direct.

En plus de la détention directe, le dirigeant révèle plusieurs positions indirectes :

  • 1 242 000 actions en tant que fiduciaire du Robert Clay Grant Irrevocable Trust.
  • 1 089 369 actions via Haakon Capital, LLC (M. Grant possède un tiers de l’entité et décline toute propriété bénéficiaire au-delà de son intérêt pécuniaire).
  • 61 400 actions dans chacun des trois trusts pour enfants mineurs (G., A. et R. Grant), soit un total de 184 200 actions.

En combinant les positions directes et indirectes déclarées, M. Grant rapporte environ 4,98 millions d’actions sous propriété bénéficiaire après la transaction.

Aucune transaction sur dérivés n’a été signalée, et le dépôt ne contient aucune information sur des achats, ventes ou exercices d’options sur le marché ouvert. Le transfert est non monétaire et n’affecte pas immédiatement les flux de trésorerie ou la structure du capital de la société, mais augmente légèrement la concentration de la propriété interne.

Formular 4 Übersicht — SelectQuote, Inc. (SLQT)

Präsident Robert Clay Grant meldete eine Änderung des wirtschaftlichen Eigentums mit Wirkung zum 1. Juli 2025. Die Meldung zeigt den Erwerb von 448.474 Stammaktien zu einem Anschaffungspreis von $0,00, codiert mit „W“, was auf den Erhalt durch Testament oder Erbfolge nach dem Tod seines Vaters William Thomas Grant II hinweist. Infolgedessen hält Herr Grant nun 2.464.408 Aktien direkt.

Neben der direkten Beteiligung offenbart der Geschäftsführer mehrere indirekte Positionen:

  • 1.242.000 Aktien als Treuhänder des Robert Clay Grant Irrevocable Trust.
  • 1.089.369 Aktien über Haakon Capital, LLC (Herr Grant besitzt ein Drittel der Gesellschaft und lehnt einen wirtschaftlichen Eigentumsvorbehalt über seinen finanziellen Anteil hinaus ab).
  • 61.400 Aktien in jeweils drei Minderjährigen-Trusts (G., A. und R. Grant) für insgesamt 184.200 Aktien.

Kombiniert man direkte und angegebene indirekte Positionen, meldet Herr Grant nach der Transaktion etwa 4,98 Millionen Aktien im wirtschaftlichen Eigentum.

Es wurden keine Derivatgeschäfte gemeldet, und die Meldung enthält keine Informationen über Käufe, Verkäufe oder Ausübungen von Optionen am offenen Markt. Die Übertragung ist nicht monetär und wirkt sich nicht unmittelbar auf die Cashflows oder Kapitalstruktur des Unternehmens aus, erhöht jedoch leicht die Konzentration des Insiderbesitzes.

Positive
  • Executive’s direct ownership increases by 448,474 shares, strengthening alignment with common shareholders.
  • Total reported beneficial ownership approaches 5 million shares, indicating significant management stake in the company.
Negative
  • Shares acquired via inheritance rather than open-market purchase; provides limited insight into management’s valuation sentiment.
  • Higher insider concentration may slightly reduce public float, though magnitude appears modest relative to total shares outstanding (figure not provided in filing).

Insights

TL;DR Non-monetary inheritance adds 448 k shares to SLQT President’s holdings; neutral impact—no market signal implied.

The report is an administrative disclosure rather than a strategic trade. Because the shares were inherited at no cost, the transaction doesn’t signal management’s valuation view nor inject liquidity. Nevertheless, the direct stake rises by roughly 22%, taking Mr. Grant’s total reported ownership to nearly 5 million shares. Greater insider ownership can align executive incentives with shareholders, but it also marginally concentrates control. There is no evidence of buying or selling pressure, so I view the filing as informative but not materially price-moving.

Panoramica del Modulo 4 — SelectQuote, Inc. (SLQT)

Il presidente Robert Clay Grant ha comunicato una variazione nella proprietà beneficiaria con effetto dal 1° luglio 2025. La dichiarazione evidenzia l'acquisizione di 448.474 azioni ordinarie a un costo base di $0,00, contrassegnata con la lettera “W”, che indica il ricevimento tramite testamento o secondo le leggi di successione a seguito del decesso di suo padre, William Thomas Grant II. Di conseguenza, il Sig. Grant detiene ora 2.464.408 azioni direttamente.

Oltre alla detenzione diretta, l’esecutivo dichiara diverse posizioni indirette:

  • 1.242.000 azioni in qualità di fiduciario del Robert Clay Grant Irrevocable Trust.
  • 1.089.369 azioni tramite Haakon Capital, LLC (il Sig. Grant possiede un terzo dell’entità e rinuncia alla proprietà beneficiaria oltre il suo interesse pecuniario).
  • 61.400 azioni in ciascuno di tre trust per minori (G., A. e R. Grant), per un totale di 184.200 azioni.

Combinando le posizioni dirette e indirette dichiarate, il Sig. Grant riporta un totale di circa 4,98 milioni di azioni sotto la sua proprietà beneficiaria a seguito della transazione.

Non sono state segnalate transazioni su strumenti derivati, né informazioni relative a acquisti, vendite o esercizi di opzioni sul mercato aperto. Il trasferimento è di natura non monetaria e non incide immediatamente sui flussi di cassa o sulla struttura del capitale della società, ma aumenta modestamente la concentrazione della proprietà interna.

Resumen del Formulario 4 — SelectQuote, Inc. (SLQT)

El presidente Robert Clay Grant informó un cambio en la propiedad beneficiaria con efecto a partir del 1 de julio de 2025. La declaración muestra la adquisición de 448,474 acciones ordinarias con un costo base de $0.00, codificada como “W”, lo que indica la recepción por testamento o según las leyes de sucesión tras el fallecimiento de su padre, William Thomas Grant II. Como resultado, el Sr. Grant ahora posee 2,464,408 acciones directamente.

Además de la tenencia directa, el ejecutivo revela varias posiciones indirectas:

  • 1,242,000 acciones como fideicomisario del Robert Clay Grant Irrevocable Trust.
  • 1,089,369 acciones a través de Haakon Capital, LLC (el Sr. Grant posee un tercio de la entidad y renuncia a la propiedad beneficiaria más allá de su interés pecuniario).
  • 61,400 acciones en cada uno de tres fideicomisos para menores (G., A. y R. Grant), sumando un total de 184,200 acciones.

Combinando las posiciones directas y las indirectas declaradas, el Sr. Grant reporta aproximadamente 4.98 millones de acciones bajo propiedad beneficiaria tras la transacción.

No se reportaron transacciones con derivados, ni información sobre compras, ventas o ejercicios de opciones en el mercado abierto. La transferencia es no monetaria y no afecta inmediatamente los flujos de caja ni la estructura de capital de la empresa, pero aumenta modestamente la concentración de propiedad interna.

Form 4 개요 — SelectQuote, Inc. (SLQT)

회장 로버트 클레이 그랜트2025년 7월 1일부로 유익 소유권 변경을 보고했습니다. 제출서류에는 448,474 보통주 취득이 비용 기준 $0.00으로 표시되어 있으며, 이는 부친 윌리엄 토마스 그랜트 2세의 사망에 따른 유언 또는 상속법에 따른 수령을 나타내는 “W” 코드로 표기되어 있습니다. 결과적으로 그랜트 씨는 현재 직접 2,464,408주를 보유하고 있습니다.

직접 보유 외에도, 임원은 여러 간접 보유를 공개했습니다:

  • 1,242,000주를 로버트 클레이 그랜트 불가역 신탁의 수탁자로서 보유.
  • 1,089,369주를 하콘 캐피털 LLC를 통해 보유 (그랜트 씨는 이 법인의 3분의 1 지분을 소유하며, 금전적 이익을 넘는 유익 소유권은 부인함).
  • 61,400주씩 세 개의 미성년자 신탁(G., A., R. Grant)에 보유하여 총 184,200주 보유.

직접 및 공개된 간접 보유를 합산하면, 그랜트 씨는 이번 거래 후 약 498만 주의 유익 소유권을 보고합니다.

파생상품 거래는 보고되지 않았으며, 공개 시장에서의 매수, 매도 또는 옵션 행사에 관한 정보도 없습니다. 이 이전은 비금전적이며 회사의 현금 흐름이나 자본 구조에 즉각적인 영향을 미치지 않지만 내부자 소유 집중도를 다소 증가시킵니다.

Présentation du Formulaire 4 — SelectQuote, Inc. (SLQT)

Le président Robert Clay Grant a déclaré un changement de propriété bénéficiaire effectif au 1er juillet 2025. Le dépôt indique l'acquisition de 448 474 actions ordinaires à un coût de base de 0,00 $, codé « W », ce qui signifie une réception par testament ou selon les lois de succession suite au décès de son père, William Thomas Grant II. En conséquence, M. Grant détient désormais 2 464 408 actions en direct.

En plus de la détention directe, le dirigeant révèle plusieurs positions indirectes :

  • 1 242 000 actions en tant que fiduciaire du Robert Clay Grant Irrevocable Trust.
  • 1 089 369 actions via Haakon Capital, LLC (M. Grant possède un tiers de l’entité et décline toute propriété bénéficiaire au-delà de son intérêt pécuniaire).
  • 61 400 actions dans chacun des trois trusts pour enfants mineurs (G., A. et R. Grant), soit un total de 184 200 actions.

En combinant les positions directes et indirectes déclarées, M. Grant rapporte environ 4,98 millions d’actions sous propriété bénéficiaire après la transaction.

Aucune transaction sur dérivés n’a été signalée, et le dépôt ne contient aucune information sur des achats, ventes ou exercices d’options sur le marché ouvert. Le transfert est non monétaire et n’affecte pas immédiatement les flux de trésorerie ou la structure du capital de la société, mais augmente légèrement la concentration de la propriété interne.

Formular 4 Übersicht — SelectQuote, Inc. (SLQT)

Präsident Robert Clay Grant meldete eine Änderung des wirtschaftlichen Eigentums mit Wirkung zum 1. Juli 2025. Die Meldung zeigt den Erwerb von 448.474 Stammaktien zu einem Anschaffungspreis von $0,00, codiert mit „W“, was auf den Erhalt durch Testament oder Erbfolge nach dem Tod seines Vaters William Thomas Grant II hinweist. Infolgedessen hält Herr Grant nun 2.464.408 Aktien direkt.

Neben der direkten Beteiligung offenbart der Geschäftsführer mehrere indirekte Positionen:

  • 1.242.000 Aktien als Treuhänder des Robert Clay Grant Irrevocable Trust.
  • 1.089.369 Aktien über Haakon Capital, LLC (Herr Grant besitzt ein Drittel der Gesellschaft und lehnt einen wirtschaftlichen Eigentumsvorbehalt über seinen finanziellen Anteil hinaus ab).
  • 61.400 Aktien in jeweils drei Minderjährigen-Trusts (G., A. und R. Grant) für insgesamt 184.200 Aktien.

Kombiniert man direkte und angegebene indirekte Positionen, meldet Herr Grant nach der Transaktion etwa 4,98 Millionen Aktien im wirtschaftlichen Eigentum.

Es wurden keine Derivatgeschäfte gemeldet, und die Meldung enthält keine Informationen über Käufe, Verkäufe oder Ausübungen von Optionen am offenen Markt. Die Übertragung ist nicht monetär und wirkt sich nicht unmittelbar auf die Cashflows oder Kapitalstruktur des Unternehmens aus, erhöht jedoch leicht die Konzentration des Insiderbesitzes.

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*
Grant Robert Clay

(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)
PRESIDENT
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2025
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 07/01/2025 W 448,474(1) A $0 2,464,408 D
Common Stock, par value $0.01 per share 1,242,000 I By Self as Trustee for the Robert Clay Grant Irrevocable Trust
Common Stock, par value $0.01 per share 1,089,369 I By Haakon Capital, LLC(2)
Common Stock, par value $0.01 per share 61,400 I By G. Grant Irrevocable Trust(3)
Common Stock, par value $0.01 per share 61,400 I By A. Grant Irrevocable Trust(3)
Common Stock, par value $0.01 per share 61,400 I By R. Grant Irrevocable Trust(3)
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
Explanation of Responses:
1. Represents shares acquired by Mr. Grant by the laws of descent and distribution upon the passing of his father, William Thomas Grant II, on July 1, 2025.
2. Beneficially owned by Mr. Grant through Haakon Capital, LLC, an investment company in which he has a one-third ownership stake. Mr. Grant disclaims beneficial ownership of the shares held by Haakon Capital, LLC, except to the extent of his pecuniary interest therein.
3. Shares held indirectly by Mr. Grant in his capacity as Trustee of a trust for the benefit of one of his minor children.
Remarks:
/s/ Daniel A. Boulware, Attorney-in-Fact 07/03/2025
** 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 SelectQuote (SLQT) shares did President Robert Clay Grant acquire?

448,474 common shares were acquired on July 1 2025 via inheritance (transaction code "W").

What is the cost basis of the reported SLQT share acquisition?

The acquisition was recorded at $0.00 because it was received through descent and distribution.

What is Robert Clay Grant’s total direct ownership in SLQT after the transaction?

He now holds 2,464,408 shares directly.

How many SLQT shares does Mr. Grant own indirectly?

The filing lists 2,515,569 indirect shares through various trusts and Haakon Capital, LLC.

Does the Form 4 indicate any open-market buying or selling of SLQT shares?

No. The only reported transaction is a non-monetary inheritance transfer; no purchases or sales are disclosed.

What does transaction code "W" mean in SEC Form 4 filings?

Code "W" denotes a transfer by will or laws of descent and distribution (inheritance).
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