0001794783-23-000087.txt : 20230818
0001794783-23-000087.hdr.sgml : 20230818
20230818185424
ACCESSION NUMBER: 0001794783-23-000087
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230809
FILED AS OF DATE: 20230818
DATE AS OF CHANGE: 20230818
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Anderson Sarah Taylor
CENTRAL INDEX KEY: 0001989765
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39295
FILM NUMBER: 231186976
MAIL ADDRESS:
STREET 1: 6800 WEST 115TH STREET
STREET 2: SUITE 2511
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: SelectQuote, Inc.
CENTRAL INDEX KEY: 0001794783
STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411]
IRS NUMBER: 943339273
STATE OF INCORPORATION: DE
FISCAL YEAR END: 0630
BUSINESS ADDRESS:
STREET 1: 6800 WEST 115TH STREET
STREET 2: SUITE 2511
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
BUSINESS PHONE: 9132741994
MAIL ADDRESS:
STREET 1: 6800 WEST 115TH STREET
STREET 2: SUITE 2511
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
3
1
wf-form3_169239925402253.xml
FORM 3
X0206
3
2023-08-09
0
0001794783
SelectQuote, Inc.
SLQT
0001989765
Anderson Sarah Taylor
6800 WEST 115TH STREET
SUITE 2511
OVERLAND PARK
KS
66211
0
1
0
0
(See Remarks)
Common Stock, par value $0.01 per share
8614
D
Employee Stock Options
1.88
2028-02-08
Common Stock, par value $0.01 per share
17000.0
D
Employee Stock Options
3.13
2029-08-20
Common Stock, par value $0.01 per share
24000.0
D
Employee Stock Options
21.9
2030-07-17
Common Stock, par value $0.01 per share
20000.0
D
Employee Stock Options
17.89
2030-08-01
Common Stock, par value $0.01 per share
6168.0
D
Restricted Stock Units
2030-08-01
Common Stock, par value $0.01 per share
782.0
D
Employee Stock Options
17.8
2031-08-01
Common Stock, par value $0.01 per share
10712.0
D
Restricted Stock Units
2031-08-01
Common Stock, par value $0.01 per share
2718.0
D
Employee Stock Options
2.51
2032-03-10
Common Stock, par value $0.01 per share
65000.0
D
Restricted Stock Units
2032-08-01
Common Stock, par value $0.01 per share
16070.0
D
Price-Vested Restricted Stock Units
2027-08-01
Common Stock, par value $0.01 per share
58334.0
D
Restricted Stock Units
2033-08-01
Common Stock, par value $0.01 per share
76700.0
D
Price-Vested Restricted Stock Units
2028-08-01
Common Stock, par value $0.01 per share
38350.0
D
Represents incentive stock options of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2003 Stock Incentive Plan. Each option represents the contingent right to purchase one share of the Company's common stock, par value $0.01 per share, at a predetermined price specified in Column 4 of this table.
The option vests as to one-third on the first anniversary of the grant date and as to 1/24 of the remaining shares subject to the option monthly thereafter, subject to the recipient's continued employment with the Company through the applicable vesting date. As of the date hereof, the option has vested in full.
Represents non-qualified stock options of the Company granted to the recipient pursuant the the Company's 2020 Omnibus Incentive Plan (the "Plan"). Each option represents the contingent right to purchase one share of the Company's common stock, par value $0.01 per share, at a predetermined price specified in Column 4 of this table.
The option vests 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.
Represents restricted stock units of the Company granted to the recipient pursuant to the Plan.
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.
Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
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.
Represents price-vested restricted stock units of the Company ("PVUs") granted to the recipient pursuant to the Plan.
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.
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.
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.
Executive Vice President, Healthcare
/s/ Daniel A. Boulware, Attorney-in-Fact
2023-08-18