Mga Batayang Estadistika
LEI | 549300BV28BWDIN9SP24 |
CIK | 1794783 |
SEC Filings
SEC Filings (Chronological Order)
August 21, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 21, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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August 21, 2025 |
Exhibit 10.15 CASH AWARD AGREEMENT This Cash Award Agreement (this “Agreement”), dated as of [Month, Day, Year] (the “Grant Date”), is made between SelectQuote, Inc. (the “Company”) and (the “Participant”). W I T N E S S E T H The SelectQuote, Inc. 2020 Omnibus Incentive Plan (the “Plan”) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings ascribed |
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August 21, 2025 |
SELECTQUOTE, INC. INSIDER TRADING AND INFORMATION POLICY (Effective as of May 26, 2020) Exhibit 19.1 SELECTQUOTE, INC. INSIDER TRADING AND INFORMATION POLICY (Effective as of May 26, 2020) Federal and state securities laws prohibit any person who is aware of material nonpublic information about a company from trading in securities of that company. These laws also prohibit a person from disclosing material nonpublic information to other persons who may trade on the basis of that infor |
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August 21, 2025 |
SELECTQUOTE, INC. CLAWBACK POLICY (Effective as of October 2, 2023) Exhibit 97.1 SELECTQUOTE, INC. CLAWBACK POLICY (Effective as of October 2, 2023) SelectQuote, Inc., a Delaware corporation (the “Company”), has adopted this policy (this “Policy”) pursuant to Section 303A.14 of the Continued Listing Standards of the New York Stock Exchange and Rule 10D-1 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) (together, the “Compensation Recovery R |
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August 21, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 21, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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August 21, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the year ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) SelectQuote, Inc. |
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August 21, 2025 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter of Fiscal Year 2025 Results Fourth Quarter of Fiscal Year 2025 – Consolidated Earnings Highlights •Revenue of $345.1 million •Net income of $12.9 million •Adjusted EBITDA* of $2.7 million Fiscal Year 2026 Guidance Ranges: •Revenue expected in a range of $1.650 billion to $1.750 billion •Adjusted EBITDA* expected in a range of $120 million to $1 |
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August 21, 2025 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter of Fiscal Year 2025 Results Fourth Quarter of Fiscal Year 2025 – Consolidated Earnings Highlights •Revenue of $345.1 million •Net income of $12.9 million •Adjusted EBITDA* of $2.7 million Fiscal Year 2026 Guidance Ranges: •Revenue expected in a range of $1.650 billion to $1.750 billion •Adjusted EBITDA* expected in a range of $120 million to $1 |
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August 21, 2025 |
selectquoteincjune302025 | We shop. You save. 4th Quarter Fiscal 2025 Earnings Presentation August 21, 2025 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not |
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August 21, 2025 |
Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK General Our authorized capital stock consists of 700,000,000 shares of common stock, par value $0.01 per share, and 70,000,000 shares of preferred stock, par value $0.01 per share. Common Stock Each holder of our common stock is entitled to one vote for each share on all matters to be voted upon by the common stockholders. There are no cumulative voting rig |
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August 21, 2025 |
Exhibit 21.1 Subsidiaries of the Registrant Name of Subsidiary State of Organization SelectQuote Insurance Services California Tiburon Insurance Services, LLC California SelectQuote Auto & Home Insurance Services, LLC Delaware SelectRx KS, LLC Delaware Inside Response, LLC Kansas SelectQuote Ventures, Inc. Delaware Population Health, Inc. Delaware Express Med Pharmaceuticals, Inc., dba SelectRx PA |
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July 29, 2025 |
THIRTEENTH AMENDMENT TO CREDIT AGREEMENT Exhibit 10.1 THIRTEENTH AMENDMENT TO CREDIT AGREEMENT THIS THIRTEENTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of July 25, 2025, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Thirteenth Amendment Consenting Lenders (as defined below), ARES CAPITAL CORPORATION, as the administrative agent (in such capac |
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July 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 25, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Nu |
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July 2, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 1, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Num |
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July 2, 2025 |
SelectQuote Mourns the Passing of Tom Grant, Vice Chairman of the Board of Directors Exhibit 99.1 SelectQuote Mourns the Passing of Tom Grant, Vice Chairman of the Board of Directors OVERLAND PARK, Kan. - July 2, 2025 - SelectQuote, Inc. (NYSE:SLQT) announced today that William Thomas (Tom) Grant II, Vice Chairman and former President of SelectQuote, passed away on July 1, 2025, following a battle with cancer. Tom was instrumental in formulating and executing SelectQuote's strateg |
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May 12, 2025 |
| We shop. You save. 3rd Quarter Fiscal 2025 Earnings Presentation May 12, 2025 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the us |
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May 12, 2025 |
Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2025 Results Third Quarter of Fiscal Year 2025 – Consolidated Earnings Highlights •Revenue of $408.2 million •Net income of $26.0 million •Adjusted EBITDA* of $37.7 million Fiscal Year 2025 Guidance Ranges: •Revenue expected in a range of $1.500 billion to $1.575 billion •Net income (loss) expected in a range of $(1) million to $2 |
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May 12, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 12, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Num |
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May 12, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) S |
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February 28, 2025 |
Exhibit 3.1 SELECTQUOTE, INC. CERTIFICATE OF DESIGNATION OF SENIOR PERPETUAL PREFERRED STOCK Pursuant to Section 151 of the General Corporation Law of the State of Delaware Pursuant to Section 151 of the General Corporation Law of the State of Delaware, SelectQuote, Inc., a corporation organized and existing under the General Corporation Law of the State of Delaware (the “Corporation”), in accorda |
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February 28, 2025 |
SELECTQUOTE, INC. WARRANT TO PURCHASE COMMON STOCK Exhibit 4.3 THESE SECURITIES HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “SECURITIES ACT”), OR APPLICABLE STATE SECURITIES LAWS AND ARE SUBJECT TO CERTAIN TRANSFER RESTRICTIONS SET FORTH IN THE SENIOR PREFERRED STOCK PURCHASE AGREEMENT, DATED FEBRUARY 10, 2025, BY AND AMONG THE COMPANY AND THE HOLDER. THE SECURITIES MAY NOT BE OFFERED FOR SALE, SOLD, TRANSFERRED OR A |
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February 28, 2025 |
SELECTQUOTE, INC. WARRANT TO PURCHASE COMMON STOCK Exhibit 4.1 THESE SECURITIES HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “SECURITIES ACT”), OR APPLICABLE STATE SECURITIES LAWS AND ARE SUBJECT TO CERTAIN TRANSFER RESTRICTIONS SET FORTH IN THE SENIOR PREFERRED STOCK PURCHASE AGREEMENT, DATED FEBRUARY 10, 2025, BY AND AMONG THE COMPANY AND THE HOLDER. THE SECURITIES MAY NOT BE OFFERED FOR SALE, SOLD, TRANSFERRED OR A |
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February 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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February 28, 2025 |
SELECTQUOTE, INC. WARRANT TO PURCHASE COMMON STOCK Exhibit 4.2 THESE SECURITIES HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “SECURITIES ACT”), OR APPLICABLE STATE SECURITIES LAWS AND ARE SUBJECT TO CERTAIN TRANSFER RESTRICTIONS SET FORTH IN THE SENIOR PREFERRED STOCK PURCHASE AGREEMENT, DATED FEBRUARY 10, 2025, BY AND AMONG THE COMPANY AND THE HOLDER. THE SECURITIES MAY NOT BE OFFERED FOR SALE, SOLD, TRANSFERRED OR A |
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February 10, 2025 |
| We shop. You save. 2nd Quarter Fiscal 2025 Earnings Presentation February 10, 2025 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through t |
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February 10, 2025 |
Exhibit 99.3 SelectQuote Announces $350 Million Strategic Investment from Bain Capital, Morgan Stanley Private Credit and Newlight Partners OVERLAND PARK, Kan. – February 10, 2025 - SelectQuote, Inc. (NYSE: SLQT) (the “Company”), a leading distributor of Medicare insurance policies and owner of a rapidly-growing healthcare services platform, today announced that the Company signed a $350 million s |
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February 10, 2025 |
Exhibit 99.1 SelectQuote, Inc. Reports Second Quarter of Fiscal Year 2025 Results Second Quarter of Fiscal Year 2025 – Consolidated Earnings Highlights •Revenue of $481.1 million •Net income of $53.2 million •Adjusted EBITDA* of $87.5 million Fiscal Year 2025 Guidance Ranges: •Revenue expected in a range of $1.500 billion to $1.575 billion •Net income (loss) expected in a range of $(24) million to |
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February 10, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number |
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February 10, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2025 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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February 10, 2025 |
TWELFTH AMENDMENT TO CREDIT AGREEMENT Exhibit 10.5 TWELFTH AMENDMENT TO CREDIT AGREEMENT THIS TWELFTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of February 10, 2025, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Twelfth Amendment Consenting Lenders (as defined below), ARES CAPITAL CORPORATION, as the administrative agent (in such capacity, |
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February 10, 2025 |
Exhibit 10.4 BOARD DESIGNATION AGREEMENT This Board Designation Agreement (this “Agreement”) is made as of February 10, 2025, by and between SelectQuote, Inc. (the “Company”) and BCIS Monarch Investor, L.P. (“Bain”). Reference is hereby made to that certain Senior Preferred Stock Purchase Agreement, dated as of the date hereof by and between the Company and NL Monarch Holdings II LLC (the “Purchas |
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February 10, 2025 |
Exhibit 10.3 BOARD DESIGNATION AGREEMENT This Board Designation Agreement (this “Agreement”) is made as of February 10, 2025, by and between SelectQuote, Inc. (the “Company”) and MS Capital Partners Adviser Inc. (“Morgan Stanley”). Reference is hereby made to that certain Senior Preferred Stock Purchase Agreement, dated as of the date hereof by and between the Company and NL Monarch Holdings LLC ( |
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February 10, 2025 |
Exhibit 10.2 SELECTQUOTE, INC. SENIOR PREFERRED STOCK PURCHASE AGREEMENT DATED FEBRUARY 10, 2025 SENIOR PREFERRED STOCK PURCHASE AGREEMENT THIS SENIOR PREFERRED STOCK PURCHASE AGREEMENT (this “Agreement”), is dated as of February 10, 2025, by and among SelectQuote, Inc., a Delaware corporation (the “Company”), and the purchaser identified on the signature page hereto (the “Purchaser”). RECITALS WH |
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February 10, 2025 |
Exhibit 10.1 SELECTQUOTE, INC. SENIOR PREFERRED STOCK PURCHASE AGREEMENT DATED FEBRUARY 10, 2025 SENIOR PREFERRED STOCK PURCHASE AGREEMENT THIS SENIOR PREFERRED STOCK PURCHASE AGREEMENT (this “Agreement”), is dated as of February 10, 2025, by and among SelectQuote, Inc., a Delaware corporation (the “Company”), and the purchaser identified on the signature page hereto (the “Purchaser”). RECITALS WH |
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November 18, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 12, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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November 4, 2024 |
Exhibit 99.1 SelectQuote, Inc. Reports First Quarter of Fiscal Year 2025 Results First Quarter of Fiscal Year 2025 – Consolidated Earnings Highlights •Revenue of $292.3 million •Net loss of $44.5 million •Adjusted EBITDA* of $(1.7) million Fiscal Year 2025 Guidance Ranges: •Revenue expected in a range of $1.425 billion to $1.525 billion •Net income (loss) expected in a range of $(59) million to $3 |
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November 4, 2024 |
, by and among SelectQuote, Inc., the lenders and other parties thereto, and Exhibit 10.1 ELEVENTH AMENDMENT TO CREDIT AGREEMENT THIS ELEVENTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of October 15, 2024, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Eleventh Amendment Consenting Lenders (as defined below), WILMINGTON TRUST, NATIONAL ASSOCIATION, as the resigning administrative |
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November 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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November 4, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Numbe |
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November 4, 2024 |
selectquoteincseptember3 | We shop. You save. 1st Quarter Fiscal 2025 Earnings Conference Call Presentation November 4, 2024 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements a |
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October 28, 2024 |
As filed with the Securities and Exchange Commission on October 28, 2024 As filed with the Securities and Exchange Commission on October 28, 2024 Registration No. |
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October 28, 2024 |
Exhibit 107 Calculation of Filing Fee Tables S-8 (Form Type) SelectQuote, Inc. (Exact Name of Registrant as Specified in its Charter Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock, par value $0.01 per |
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October 18, 2024 |
Exhibit 10.1 CERTAIN INFORMATION HAS BEEN EXCLUDED FROM THIS EXHIBIT BECAUSE IT IS NOT MATERIAL AND IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. THE OMITTED PORTIONS OF THIS DOCUMENT ARE INDICATED BY [***]. SQ ABS Issuer, LLC $60,000,000 Class A Asset-Backed Notes $40,000,000 Class B Asset-Backed Notes Note Purchase Agreement Dated October 15, 2024 TABLE OF CONTENTS Section H |
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October 18, 2024 |
Exhibit 4.1 CERTAIN INFORMATION HAS BEEN EXCLUDED FROM THIS EXHIBIT BECAUSE IT IS NOT MATERIAL AND IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. THE OMITTED PORTIONS OF THIS DOCUMENT ARE INDICATED BY [***]. INDENTURE between SQ ABS Issuer, LLC, as Issuer, and UMB BANK, NATIONAL ASSOCIATION, as Indenture Trustee, as Paying Agent, as Securities Intermediary and as Note Registrar |
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October 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 15, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fi |
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October 16, 2024 |
SelectQuote Completes First Phase of Recapitalization with $100 Million Securitization Exhibit 99.1 SelectQuote Completes First Phase of Recapitalization with $100 Million Securitization 10/16/2024 OVERLAND PARK, Kan.-(BUSINESS WIRE)- SelectQuote, Inc. (NYSE: SLQT), a leading distributor of Medicare insurance policies and owner of a rapidly-growing Healthcare Services platform, today announced the completion of a $100 million securitization transaction on October 15, 2024. Securitiz |
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October 16, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 15, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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October 16, 2024 |
Exhibit 10.2 THIS WARRANT AND THE SECURITIES ISSUABLE UPON EXERCISE OF THIS WARRANT HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “ACT”), OR QUALIFIED UNDER ANY STATE OR FOREIGN SECURITIES LAWS AND MAY NOT BE OFFERED FOR SALE, SOLD, PLEDGED, HYPOTHECATED OR OTHERWISE TRANSFERRED OR ASSIGNED UNLESS (I) A REGISTRATION STATEMENT COVERING SUCH SHARES IS EFFECTIVE UNDER THE |
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October 16, 2024 |
Eleventh Amendment to Credit Agreement Exhibit 10.1 ELEVENTH AMENDMENT TO CREDIT AGREEMENT THIS ELEVENTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of October 15, 2024, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Eleventh Amendment Consenting Lenders (as defined below), WILMINGTON TRUST, NATIONAL ASSOCIATION, as the resigning administrative |
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October 2, 2024 |
DEF 14A 1 a2024proxystatement.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by |
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October 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State |
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September 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 13, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fi |
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September 13, 2024 |
Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK General Our authorized capital stock consists of 700,000,000 shares of common stock, par value $0.01 per share, and 70,000,000 shares of preferred stock, par value $0.01 per share. Common Stock Each holder of our common stock is entitled to one vote for each share on all matters to be voted upon by the common stockholders. There are no cumulative voting rig |
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September 13, 2024 |
Exhibit 21.1 Subsidiaries of the Registrant Name of Subsidiary State of Organization SelectQuote Insurance Services California Tiburon Insurance Services, LLC California SelectQuote Auto & Home Insurance Services, LLC Delaware SelectRx KS, LLC Delaware Inside Response, LLC Kansas SelectQuote Ventures, Inc. Delaware Population Health, Inc. Delaware Express Med Pharmaceuticals, Inc., dba SelectRx PA |
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September 13, 2024 |
SELECTQUOTE, INC. INSIDER TRADING AND INFORMATION POLICY (Effective as of May 26, 2020) Exhibit 19.1 SELECTQUOTE, INC. INSIDER TRADING AND INFORMATION POLICY (Effective as of May 26, 2020) Federal and state securities laws prohibit any person who is aware of material nonpublic information about a company from trading in securities of that company. These laws also prohibit a person from disclosing material nonpublic information to other persons who may trade on the basis of that infor |
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September 13, 2024 |
TENTH AMENDMENT TO CREDIT AGREEMENT Exhibit 10.15.10 TENTH AMENDMENT TO CREDIT AGREEMENT THIS TENTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of September 12, 2024, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Tenth Amendment Consenting Lenders (as defined below) and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the |
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September 13, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) SelectQuote, Inc. |
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September 13, 2024 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter of Fiscal Year 2024 Results Fourth Quarter of Fiscal Year 2024 – Consolidated Earnings Highlights •Revenue of $307.2 million •Net loss of $31.0 million •Adjusted EBITDA* of $14.4 million Fiscal Year 2025 Guidance Ranges: •Revenue expected in a range of $1.4 billion to $1.5 billion •Net loss expected in a range of $42 million to $6 million •Adju |
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September 13, 2024 |
selectquoteincjune302024 | We shop. You save. 4th Quarter Fiscal 2024 Earnings Conference Call Presentation September 13, 2024 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements |
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September 13, 2024 |
SELECTQUOTE, INC. CLAWBACK POLICY (Effective as of October 2, 2023) Exhibit 97.1 SELECTQUOTE, INC. CLAWBACK POLICY (Effective as of October 2, 2023) SelectQuote, Inc., a Delaware corporation (the “Company”), has adopted this policy (this “Policy”) pursuant to Section 303A.14 of the Continued Listing Standards of the New York Stock Exchange and Rule 10D-1 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) (together, the “Compensation Recovery R |
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May 9, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) S |
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May 9, 2024 |
Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter 2024 Results Third Quarter of Fiscal Year 2024 – Consolidated Earnings Highlights •Revenue of $376.4 million •Net income of $8.6 million •Adjusted EBITDA* of $46.6 million Raising Fiscal Year 2024 Guidance Ranges: •Revenue expected in a range of $1.25 billion to $1.3 billion vs prior range of $1.23 billion to $1.3 billion •Net loss expected in a |
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May 9, 2024 |
NINTH AMENDMENT TO CREDIT AGREEMENT EXHIBIT 10.1 NINTH AMENDMENT TO CREDIT AGREEMENT THIS NINTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of May 8, 2024, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Ninth Amendment Consenting Lenders (as defined below) and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the Lenders. W |
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May 9, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Numb |
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May 9, 2024 |
| We shop. You save. 3rd Quarter Fiscal 2024 Earnings Conference Call Presentation May 9, 2024 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the |
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February 8, 2024 |
EIGHTH AMENDMENT TO CREDIT AGREEMENT EXHIBIT 10.1 EIGHTH AMENDMENT TO CREDIT AGREEMENT THIS EIGHTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of February 7, 2024, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Eighth Amendment Consenting Lenders (as defined below) and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the Le |
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February 8, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number |
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February 7, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 7, 2024 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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February 7, 2024 |
Exhibit 99.1 SelectQuote, Inc. Reports Second Quarter 2024 Results Second Quarter of Fiscal Year 2024 – Consolidated Earnings Highlights •Revenue of $405.4 million •Net income of $19.4 million •Adjusted EBITDA* of $67.4 million Raising Fiscal Year 2024 Guidance Ranges: •Revenue expected in a range of $1.23 billion to $1.3 billion vs prior range of $1.05 billion to $1.2 billion •Net loss expected i |
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February 7, 2024 |
| We shop. You save. 2nd Quarter Fiscal 2024 Earnings Conference Call Presentation February 7, 2024 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through |
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November 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 14, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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November 3, 2023 |
SEVENTH AMENDMENT TO CREDIT AGREEMENT EXHIBIT 10.1 SEVENTH AMENDMENT TO CREDIT AGREEMENT THIS SEVENTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of November 1, 2023, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below) and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the Lenders. W I T N |
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November 3, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Numbe |
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November 2, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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November 2, 2023 |
Exhibit 99.1 SelectQuote, Inc. Reports First Quarter 2024 Results First Quarter of Fiscal Year 2024 – Consolidated Earnings Highlights •Revenue of $232.7 million •Net loss of $31.1 million •Adjusted EBITDA* of $(11.4) million Reaffirming Fiscal Year 2024 Guidance Ranges: •Revenue expected in a range of $1.05 billion to $1.2 billion •Net loss expected in a range of $50 million to $22 million •Adjus |
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November 2, 2023 |
| We shop. You save. 1st Quarter Fiscal 2024 Earnings Conference Call Presentation November 2, 2023 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through |
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October 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State |
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October 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State |
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September 13, 2023 |
As filed with the Securities and Exchange Commission on September 13, 2023 As filed with the Securities and Exchange Commission on September 13, 2023 Registration No. |
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September 13, 2023 |
Exhibit 107 Calculation of Filing Fee Tables S-8 (Form Type) SelectQuote, Inc. (Exact Name of Registrant as Specified in its Charter Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock, par value $0.01 per |
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September 13, 2023 |
Exhibit 21.1 Subsidiaries of the Registrant Name of Subsidiary State of Organization SelectQuote Insurance Services California Tiburon Insurance Services California SelectQuote Auto & Home Insurance Services, LLC Delaware ChoiceMark Insurance Services, Inc. Delaware Inside Response, LLC Kansas SelectQuote Ventures, Inc. Delaware Population Health, Inc. Delaware Express Med Pharmaceuticals, Inc., d |
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September 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 13, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fi |
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September 13, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) SelectQuote, Inc. |
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September 13, 2023 |
| We shop. You save. 4th Quarter Fiscal 2023 Earnings Conference Call Presentation September 13, 2023 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not alway |
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September 13, 2023 |
Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK General Our authorized capital stock consists of 700,000,000 shares of common stock, par value $0.01 per share, and 70,000,000 shares of preferred stock, par value $0.01 per share. Common Stock Each holder of our common stock is entitled to one vote for each share on all matters to be voted upon by the common stockholders. There are no cumulative voting rig |
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September 13, 2023 |
SIXTH AMENDMENT TO CREDIT AGREEMENT EXHIBIT 10.15.6 SIXTH AMENDMENT TO CREDIT AGREEMENT THIS SIXTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of September 11, 2023, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below) and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the Lenders. W I T N |
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September 13, 2023 |
Exhibit 10.13 PRICE-VESTED UNIT AGREEMENT This Price-Vested Unit Agreement (this “Agreement”), dated as of , 20 (the “Grant Date”), is made between SelectQuote, Inc. (the “Company”) and (the “Participant”). W I T N E S S E T H The SelectQuote, Inc. 2020 Omnibus Incentive Plan (the “Plan”) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings ascribed |
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September 13, 2023 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter of Fiscal Year 2023 Results Fourth Quarter of Fiscal Year 2023 – Consolidated Earnings Highlights •Revenue of $221.8 million •Net loss of $(47.8) million •Adjusted EBITDA* of $(5.8) million Fiscal Year 2024 Guidance Ranges: •Revenue expected in a range of $1.05 billion to $1.2 billion •Net loss expected in a range of $50 million to $22 million |
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May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File N |
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May 12, 2023 |
selectquoteincmarch31202 | We shop. You save. 3rd Quarter Fiscal 2023 Earnings Conference Call Presentation May 11, 2023 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are o |
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May 12, 2023 |
Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2023 Results Third Quarter of Fiscal Year 2023 – Consolidated Earnings Highlights •Revenue of $299.4 million •Net income of $9.3 million •Adjusted EBITDA* of $44.0 million Updating Fiscal Year 2023 Guidance Ranges: •Revenue now expected in a range of $950 million to $970 million •Net loss now expected in a range of $73 million to |
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May 10, 2023 |
FIFTH AMENDMENT TO CREDIT AGREEMENT Exhibit 10.1 FIFTH AMENDMENT TO CREDIT AGREEMENT THIS FIFTH AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) is entered into as of May 5, 2023, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below) and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the Lenders. W I T N E S S E T |
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May 10, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) S |
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May 10, 2023 |
Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2023 Results Third Quarter of Fiscal Year 2023 – Consolidated Earnings Highlights •Revenue of $299.4 million •Net income of $9.3 million •Adjusted EBITDA* of $44.0 million Updating Fiscal Year 2023 Guidance Ranges: •Revenue now expected in a range of $950 million to $970 million •Net loss now expected in a range of $68 million to |
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May 10, 2023 |
EXECUTIVE EMPLOYMENT AGREEMENT Exhibit 10.2 Information identified as “[***]” has been excluded from this exhibit because it is both immaterial and the type the Company treats as private or confidential. EXECUTIVE EMPLOYMENT AGREEMENT EXECUTIVE EMPLOYMENT AGREEMENT (this “Agreement”) by and between SelectQuote Insurance Services (the “Company”) and Ryan Clement (the “Executive”), dated as of February 10, 2023 (the “Agreement”). |
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May 10, 2023 |
selectquoteincmarch31202 | We shop. You save. 3rd Quarter Fiscal 2023 Earnings Conference Call Presentation May 11, 2023 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are o |
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May 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Num |
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March 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 2, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Nu |
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March 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Nu |
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March 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State |
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March 2, 2023 |
Exhibit 99.1 SelectQuote, Inc. Cures Stock Price Deficiency; Regains Compliance with NYSE Continued Listing Standards OVERLAND PARK, Kan., March 2, 2023-(BUSINESS WIRE)-SelectQuote, Inc. (NYSE: SLQT) (the “Company”) announced today that it received notice from the New York Stock Exchange on March 1, 2023 that the Company has regained compliance with the Exchange’s minimum stock price requirement. |
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February 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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February 22, 2023 |
SelectQuote Names Ryan Clement as Chief Financial Officer Exhibit 99.1 SelectQuote Names Ryan Clement as Chief Financial Officer 02/22/2023 Clement has served as Interim CFO since May 2022 OVERLAND PARK, Kan.-(BUSINESS WIRE)- SelectQuote, Inc. (NYSE: SLQT) today announced that the Board of Directors appointed Ryan Clement, SVP of Financial Planning & Analysis, to serve as the company’s Chief Financial Officer. Clement was named interim CFO in May 2022. C |
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February 14, 2023 |
SLQT / SelectQuote Inc / ABRAMS BISON INVESTMENTS, LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. |
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February 14, 2023 |
As filed with the Securities and Exchange Commission on February 14, 2023 As filed with the Securities and Exchange Commission on February 14, 2023 Registration No. |
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February 14, 2023 |
Calculation of Filing Fee Table Exhibit 107 Calculation of Filing Fee Tables S-8 (Form Type) SelectQuote, Inc. (Exact Name of Registrant as Specified in its Charter Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock, par value $0.01 per |
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February 9, 2023 |
SLQT / SelectQuote Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Selectquote Inc. Title of Class of Securities: Common Stock CUSIP Number: 816307300 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Ru |
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February 7, 2023 |
Exhibit 99.1 SelectQuote, Inc. Reports Second Quarter of Fiscal Year 2023 Results Second Quarter of Fiscal Year 2023 – Consolidated Earnings Highlights •Revenue of $319.2 million •Net income of $22.5 million •Adjusted EBITDA* of $63.6 million Updating Fiscal Year 2023 Guidance Ranges: •Revenue now expected in a range of $910 million to $960 million •Net loss now expected in a range of $94 million |
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February 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 7, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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February 7, 2023 |
| We shop. You save. 2nd Quarter Fiscal 2023 Earnings Conference Call Presentation February 7, 2023 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, |
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February 7, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number |
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January 18, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State |
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January 18, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State |
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January 5, 2023 |
EX-99.1 2 selectquote2q23pre-release.htm EX-99.1 SelectQuote, Inc. Reports Preliminary Second Quarter 2023 Results and Raises Full Year 2023 Guidance OVERLAND PARK, Kan., January 5, 2023-(BUSINESS WIRE)-SelectQuote, Inc. (NYSE: SLQT), a pioneer in providing consumers with unbiased price comparisons from some of the most trusted insurance carriers, today announced preliminary financial results for |
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January 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 5, 2023 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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December 30, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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December 2, 2022 |
SelectQuote, Inc. Announces Special Meeting to Approve Reverse Stock Split Exhibit 99.1 SelectQuote, Inc. Announces Special Meeting to Approve Reverse Stock Split OVERLAND PARK, Kan., December 2, 2022-(BUSINESS WIRE)-SelectQuote, Inc. (NYSE: SLQT) (the ?Company?) announced today that it plans to hold a special meeting of stockholders to seek approval of an amendment to the Company?s Sixth Amended and Restated Certificate of Incorporation (the ?Certificate of Incorporatio |
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December 2, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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November 16, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 15, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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November 3, 2022 |
| We shop. You save. 1st Quarter Fiscal 2023 Earnings Conference Call Presentation November 3, 2022 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, |
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November 3, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Numbe |
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November 3, 2022 |
Exhibit 99.1 SelectQuote, Inc. Reports First Quarter 2023 Results First Quarter of Fiscal Year 2023 ? Consolidated Earnings Highlights ?Revenue of $162.5 million ?Net loss of $42.5 million ?Adjusted EBITDA* of $(27.5) million Reaffirming Fiscal Year 2023 Guidance Ranges: ?Revenue expected in a range of $850 million to $950 million ?Net loss expected in a range of $113 million to $89 million ?Adjus |
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November 3, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 3, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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October 26, 2022 |
SelectQuote, Inc. Announces Receipt of Continued Listing Standard Notice from NYSE Exhibit 99.1 SelectQuote, Inc. Announces Receipt of Continued Listing Standard Notice from NYSE OVERLAND PARK, Kan., October 26, 2022-(BUSINESS WIRE)-SelectQuote, Inc. (NYSE: SLQT) (the ?Company?) today announced that it received a notice (the ?Notice?) from the New York Stock Exchange (the ?NYSE?) indicating that the Company is no longer in compliance with Section 802.01C of the NYSE Listed Compa |
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October 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 20, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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October 11, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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October 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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October 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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August 29, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) SelectQuote, Inc. |
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August 29, 2022 |
| We shop. You save. 4th Quarter Fiscal 2022 Earnings Conference Call Presentation August 29, 2022 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, |
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August 29, 2022 |
Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK General Our authorized capital stock consists of 700,000,000 shares of common stock, par value $0.01 per share, and 70,000,000 shares of preferred stock, par value $0.01 per share. Common Stock Each holder of our common stock is entitled to one vote for each share on all matters to be voted upon by the common stockholders. There are no cumulative voting rig |
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August 29, 2022 |
FOURTH AMENDMENT TO CREDIT AGREEMENT Exhibit 10.1 FOURTH AMENDMENT TO CREDIT AGREEMENT THIS FOURTH AMENDMENT TO CREDIT AGREEMENT (this ?Agreement?) is entered into as of August 26, 2022, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below), WILMINGTON TRUST, NATIONAL ASSOCIATION, as Administrative Agent for the Lenders and UMB BANK, N |
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August 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 29, 2022 (August 26, 2022) SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) |
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August 29, 2022 |
EXECUTIVE EMPLOYMENT AGREEMENT Exhibit 10.5 EXECUTIVE EMPLOYMENT AGREEMENT EXECUTIVE EMPLOYMENT AGREEMENT (the ?Agreement?) by and between SelectQuote Insurance Services (the ?Company?) and Daniel A. Boulware (the ?Executive?), dated as of August 25, 2022. 1)Employment Period. The Company hereby agrees to employ the Executive, and the Executive hereby agrees to serve the Company, subject to the terms and conditions of this Agre |
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August 29, 2022 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter and Fiscal Year 2022 Results Fourth Quarter of Fiscal Year 2022 ? Consolidated Earnings Highlights ?Revenue of $139.4 million ?Net loss of $104.7 million ?Adjusted EBITDA* of $(60.8) million ?Excluding the $(48.3) million cohort/tail adjustment, Revenue of $187.7 million* ?Excluding the $(48.3) million cohort/tail adjustment, Net loss of $56.4 |
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August 29, 2022 |
Exhibit 21.1 Subsidiaries of the Registrant Name of Subsidiary State of Organization SelectQuote Insurance Services California Tiburon Insurance Services California SelectQuote Auto & Home Insurance Services, LLC Delaware ChoiceMark Insurance Services, Inc. Delaware Inside Response, LLC Kansas SelectQuote Ventures, Inc. Delaware Population Health, Inc. Delaware Express Med Pharmaceuticals, Inc. Pe |
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August 29, 2022 |
Exhibit 10.6 EMPLOYEE AGREEMENT THIS EMPLOYEE AGREEMENT is made and executed as of the 5th day of January 2022 between the undersigned (the ?Employee?) and SelectQuote, Inc., a Delaware corporation (?SQ and, collectively with its subsidiaries and any company under its control or in which it has an ownership interest, the ?Company?). R E C I T A L S: A.Employee is or is about to become an employee |
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August 29, 2022 |
Exhibit 10.16 PRICE-VESTED UNIT AGREEMENT This Price-Vested Unit Agreement (this ?Agreement?), dated as of August 1, 2022 (the ?Grant Date?), is made between SelectQuote, Inc. (the ?Company?) and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings |
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August 29, 2022 |
RESTRICTED STOCK UNIT AGREEMENT Exhibit 10.11 RESTRICTED STOCK UNIT AGREEMENT This Restricted Stock Unit Agreement (this ?Agreement?), dated as of , 20 (the ?Grant Date?), is made between SelectQuote, Inc. (the ?Company?) and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings a |
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May 19, 2022 |
SelectQuote Announces Departure of Chief Financial Officer Raff Sadun at end of May Exhibit 99.1 SelectQuote Announces Departure of Chief Financial Officer Raff Sadun at end of May May 19, 2022 SVP of Financial Planning & Analysis Ryan Clement will serve as interim Chief Financial Officer upon Sadun?s departure OVERLAND PARK, Kan.-(BUSINESS WIRE)- SelectQuote, Inc. (NYSE: SLQT) today announced the departure of Chief Financial Officer Raff Sadun after 5 years at SelectQuote to pur |
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May 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 16, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Num |
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May 5, 2022 |
SELECTQUOTE, INC. 2020 EMPLOYEE STOCK PURCHASE PLAN, as amended and restated effective April 1, 2022 Exhibit 10.1 SELECTQUOTE, INC. 2020 EMPLOYEE STOCK PURCHASE PLAN, as amended and restated effective April 1, 2022 The following constitute the provisions of the 2020 Employee Stock Purchase Plan of SelectQuote, Inc. Section 1Purpose. The purpose of the Plan is to provide employees of the Company and its Designated Companies with an opportunity to purchase Common Stock of the Company through accumu |
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May 5, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) S |
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May 5, 2022 |
| We shop. You save. 3rd Quarter Fiscal 2022 Earnings Conference Call Presentation May 5, 2022 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the |
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May 5, 2022 |
Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2022 Results Third Quarter of Fiscal Year 2022 ? Consolidated Earnings Highlights ?Revenue of $275.1 million ?Net Loss of $6.4 million ?Adjusted EBITDA* of $13.0 million ?No update to Full-Year Fiscal 2022 Revenue, Net Loss and Adjusted EBITDA Guidance: ?Revenue expected in a range of $810 million to $850 million ?Net Loss expecte |
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May 5, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 5, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File Numb |
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February 14, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A (Amendment No. 1) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (C |
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February 14, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Numbe |
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February 14, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number |
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February 11, 2022 |
SLQT / SelectQuote Inc / Singh Charan Jit - SCHEDULE 13G AMENDMENT Passive Investment OMB APPROVAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB Number:3235-0145 Expires: - Estimated average burden hours per response ....10.4 SCHEDULE 13G/A Under the Securities and Exchange Act of 1934 (Amendment No. 1 )* SelectQuote, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 816307300 (CUSIP Number) December 31, 2021 (Date of Event which Requir |
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February 10, 2022 |
SLQT / SelectQuote Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Selectquote Inc. Title of Class of Securities: Common Stock CUSIP Number: 816307300 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ??Ru |
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February 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 12b-25 NOTIFICATION OF LATE FILING (Check one): ? Form 10-K ? Form 20-F ? Form 11-K ? Form 10-Q ? Form 10-D ? Form N-SAR ? Form N-CSR For period ended: December 31, 2021 ? Transition Report on Form 10-K ? Transition Report on Form 20-F ? Transition Report on Form 11-K ? Transition Report on Form 10-Q ? Transition Report o |
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February 7, 2022 |
| We shop. You save. 2nd Quarter Fiscal 2022 Earnings Conference Call Presentation February 7, 2022 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through |
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February 7, 2022 |
Exhibit 99.1 SelectQuote, Inc. Reports Second Quarter of Fiscal Year 2022 Results Second Quarter of Fiscal Year 2022 - Consolidated Earnings Highlights ?Revenue of $195.0 million ?Net Loss of $137.0 million ?Adjusted EBITDA* of $(163.3) million ?Excluding the $(145) million cohort/tail adjustment, Revenue of $340 million* ?Excluding the $(145) million cohort/tail adjustment, Adjusted EBITDA* of $( |
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February 7, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 7, 2022 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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January 14, 2022 |
JOINT FILING AGREEMENT The undersigned hereby agree that a single Schedule 13G (or any amendment thereto) relating to the common stock of SelectQuote, Inc. |
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January 14, 2022 |
SLQT / SelectQuote Inc / BEP III LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* SelectQuote, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 816307300 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule |
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December 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 27, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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December 27, 2021 |
THIRD AMENDMENT TO CREDIT AGREEMENT Exhibit 10.1 THIRD AMENDMENT TO CREDIT AGREEMENT THIS THIRD AMENDMENT TO CREDIT AGREEMENT (this ?Agreement?) is entered into as of December 23, 2021, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below), the Third Amendment Lenders (as defined below), MORGAN STANLEY CAPITAL ADMINISTRATORS, INC. (in |
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December 3, 2021 |
SLQT / SelectQuote Inc / ABRAMS BISON PARTNERS, LP Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. |
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November 5, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Numbe |
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November 4, 2021 |
Exhibit 99.1 SelectQuote, Inc. Reports First Quarter of Fiscal Year 2022 Results First Quarter of Fiscal Year 2022 - Consolidated Earnings Highlights ?Revenue of $159.9 million, Up 29% Year-Over-Year ?Net Loss of $45.4 million ?Adjusted EBITDA* of $(44.0) million First Quarter of Fiscal Year 2022 - Segment Highlights Senior ?Revenue of $106.3 million, Up 45% Year-Over-Year ?Adjusted EBITDA* of $(3 |
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November 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2021 (November 2, 2021) SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporatio |
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November 4, 2021 |
| We shop. You save. 1st Quarter Fiscal 2022 Earnings Conference Call Presentation November 4, 2021 1 Exhibit 99.2 | We shop. You save. Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not alway |
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November 4, 2021 |
SECOND AMENDMENT TO CREDIT AGREEMENT Exhibit 10.1 Execution Version SECOND AMENDMENT TO CREDIT AGREEMENT THIS SECOND AMENDMENT TO CREDIT AGREEMENT (this ?Agreement?) is entered into as of November 2, 2021, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below), the Second Amendment Lenders (as defined below) and MORGAN STANLEY CAPITAL A |
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November 2, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2021 SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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October 26, 2021 |
POPULATION HEALTH PARTNERS WITH READY RESPONDERS 6800 West 115th Street, Suite 2511, Overland Park, KS 66211 selectquote.com POPULATION HEALTH PARTNERS WITH READY RESPONDERS OVERLAND PARK, Kan. (Oct. 26, 2021) ?SelectQuote, Inc. (NYSE: SLQT) announced a new partnership today with Ready Responders, which utilizes an innovative care delivery model to provide non-emergency healthcare services to patients in their homes. Population Health will provi |
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October 26, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2021 SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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October 14, 2021 |
SELECTQUOTE NAMES ROBERT GRANT PRESIDENT 6800 West 115th Street, Suite 2511, Overland Park, KS 66211 selectquote.com SELECTQUOTE NAMES ROBERT GRANT PRESIDENT OVERLAND PARK, Kan. (Oct. 14, 2021) ?SelectQuote, Inc. (NYSE: SLQT) today announced that its Board of Directors has promoted Robert ?Bob? Grant to the role of President of SelectQuote, effective Oct. 28, 2021. ?Bob has earned this promotion with the success SelectQuote has experienc |
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October 14, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 14, 2021 SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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September 27, 2021 |
DEF 14A 1 selectquote-proxystatement.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permit |
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August 26, 2021 |
PERFORMANCE-BASED RESTRICTED STOCK UNIT AGREEMENT Exhibit 10.14 PERFORMANCE-BASED RESTRICTED STOCK UNIT AGREEMENT This Performance-Based Restricted Stock Unit Agreement (this ?Agreement?), dated as of , 20 (the ?Grant Date?), is made between SelectQuote, Inc. (the ?Company?), and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Stock Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and n |
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August 26, 2021 |
Exhibit 10.4 EMPLOYMENT AGREEMENT EMPLOYMENT AGREEMENT (this ?Agreement?) by and between SelectQuote, Inc. (the ?Company?) and Robert Grant (the ?Executive?), dated as of May 21, 2019 (the ?Agreement?). 1.Employment Period. The Company hereby agrees to employ the Executive, and the Executive hereby agrees to serve the Company, subject to the terms and conditions of this Agreement, for the period c |
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August 26, 2021 |
Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK General Our authorized capital stock consists of 700,000,000 shares of common stock, par value $0.01 per share, and 70,000,000 shares of preferred stock, par value $0.01 per share. Common Stock Each holder of our common stock is entitled to one vote for each share on all matters to be voted upon by the common stockholders, and there are no cumulative voting |
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August 26, 2021 |
Exhibit 10.12 STOCK OPTION AGREEMENT This Stock Option Agreement (this ?Agreement?), dated as of , 20 (the ?Grant Date?), is made between Selectquote, Inc. (the ?Company?), and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings ascribed to them i |
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August 26, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the year ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from to 001-39295 (Commission File Number) SelectQuote, Inc. ( |
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August 26, 2021 |
Exhibit 10.5 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT is made and executed as of the 26th day of October, 2019, between the undersigned (?Employee?) and SelectQuote, Inc., a Delaware corporation (?SQ?), a subsidiary of SQ, a company under the control of SQ, or a company in which SQ has an ownership interest (collectively, the ?Company?). R E C I T A L S: A.Employee is or is about to become a |
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August 26, 2021 |
RESTRICTED STOCK UNIT AGREEMENT Exhibit 10.10 RESTRICTED STOCK UNIT AGREEMENT This Restricted Stock Unit Agreement (this ?Agreement?), dated as of , 20 (the ?Grant Date?), is made between SelectQuote, Inc. (the ?Company?), and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings |
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August 26, 2021 |
RESTRICTED STOCK UNIT AGREEMENT Exhibit 10.11 RESTRICTED STOCK UNIT AGREEMENT This Restricted Stock Unit Agreement (this ?Agreement?), dated as of , 20 (the ?Grant Date?), is made between SelectQuote, Inc. (the ?Company?), and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings |
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August 26, 2021 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant The following is a list of the subsidiaries of SelectQuote, Inc., as of September 1, 2021: Name of Subsidiary State of Organization SelectQuote Insurance Services California Tiburon Insurance Services California SelectQuote Auto & Home Insurance Services, LLC Delaware ChoiceMark Insurance Services, Inc. Delaware Inside Response, LLC Kansas SelectQuote Ve |
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August 26, 2021 |
Exhibit 10.13 STOCK OPTION AGREEMENT This Stock Option Agreement (this ?Agreement?), dated as of , 20 (the ?Grant Date?), is made between Selectquote, Inc. (the ?Company?), and (the ?Participant?). W I T N E S S E T H The Selectquote, Inc. 2020 Omnibus Incentive Plan (the ?Plan?) (any and all capitalized terms used in this Agreement and not defined herein shall have the meanings ascribed to them i |
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August 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 25, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File |
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August 25, 2021 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter 2021 and Fiscal Year 2021 Results Fourth Quarter of Fiscal Year 2021 - Consolidated Earnings Highlights ?Revenue of $188.4 million, Up 33% Year-Over-Year ?Net Income of $3.3 million, Down $16.7 million Year-Over-Year ?Adjusted EBITDA of $21.3 million, Down 47% Year-Over-Year* Fourth Quarter of Fiscal Year 2021 - Segment Highlights Senior ?Reven |
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August 25, 2021 |
4th Quarter and Fiscal Year End 2021 Earnings Conference Call Presentation August 25, 2021 Exhibit 99. |
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August 3, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 3, 2021 SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission File N |
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August 3, 2021 |
SELECTQUOTE ADDS ZING HEALTH TO CARRIER PLATFORM 6800 West 115th Street, Suite 2511, Overland Park, KS 66211 selectquote.com SELECTQUOTE ADDS ZING HEALTH TO CARRIER PLATFORM OVERLAND PARK, Kan. (Aug. 3, 2021) ?SelectQuote, Inc. (NYSE: SLQT) announced a new partnership with Zing Health for Medicare customers in Indiana, Illinois and Michigan to promote community health in the greater Chicago, Detroit and Indianapolis markets. Zing Health was foun |
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May 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) S |
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May 11, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employer I |
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May 11, 2021 |
3rd Quarter and Fiscal Year to Date 2021 Earnings Conference Call Presentation May 12, 2021 Exhibit 99. |
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May 11, 2021 |
SELECTQUOTE, INC. AND SUBSIDIARIES CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands) Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter and Fiscal Year to Date 2021 Results Third Quarter of Fiscal Year 2021 - Consolidated Earnings Highlights ?Revenue of $266.9 million, Up 80% Year-Over-Year ?Net Income of $36.5 million, improvement of $12.8 million Year-Over-Year ?Adjusted EBITDA of $65.2 million, Up 48% Year-Over-Year* ?Updating Full-Year 2021 Revenue, Net Income and Adjusted E |
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May 6, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* SelectQuote, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 816307300 (CUSIP Number) April 30, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate |
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May 3, 2021 |
1 Presents: May 2021 Exhibit 99.1 Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases such as ?may,? ?should,? ?could,? ?predict,? ?potential,? |
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May 3, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employer Id |
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May 3, 2021 |
Exhibit 99.2 SELECTQUOTE ANNOUNCES EXPANSION INTO HEALTHCARE SERVICES WITH LAUNCH OF POPULATION HEALTH Acquires 100% of specialized medication management pharmacy Express Med Pharmaceuticals Company to Host Conference Call at 10:30 AM ET today OVERLAND PARK, KAN. (May 3, 2021) - SelectQuote, Inc. (NYSE: SLQT) introduces Population Health, its new healthcare services company, which will focus on pr |
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March 8, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employer |
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March 8, 2021 |
SelectQuote Announces Closing of Secondary Public Offering of Common Stock by Selling Stockholders Exhibit 99.1 SelectQuote Announces Closing of Secondary Public Offering of Common Stock by Selling Stockholders OVERLAND PARK, Kan., March 8, 2021 – SelectQuote, Inc. (NYSE: SLQT) (“SelectQuote” or the “Company”), a pioneer in providing consumers with unbiased price comparisons from some of the most trusted insurance carriers, today announced the closing of its previously announced secondary publi |
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March 5, 2021 |
10,600,000 Shares Common Stock Filed Pursuant to Rule 424(b)(1) Registration No. 333-253704 10,600,000 Shares Common Stock This is a public offering of 10,600,000 shares of common stock of SelectQuote, Inc. by the selling stockholders identified in this prospectus. We are not selling any shares of our common stock, and we will not receive any of the proceeds from the sale of our common stock being sold by the selling stockholde |
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March 4, 2021 |
SelectQuote Announces Pricing of Secondary Public Offering of Common Stock by Selling Stockholders Exhibit 99.1 SelectQuote Announces Pricing of Secondary Public Offering of Common Stock by Selling Stockholders OVERLAND PARK, Kan., March 3, 2021 ? SelectQuote, Inc. (NYSE: SLQT) (?SelectQuote? or the ?Company?), a pioneer in providing consumers with unbiased price comparisons from some of the most trusted insurance carriers, today announced the pricing of a proposed secondary public offering of |
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March 4, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employer |
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March 2, 2021 |
March 2, 2021 VIA EDGAR AND E-MAIL Mr. David Lin U.S. Securities and Exchange Commission Division of Corporation Finance 100 F. Street, N.E. Washington, DC 20549-4631 Re: SelectQuote, Inc. Registration Statement on Form S-1 File No. 333-253704 Mr. Lin: In connection with the above-referenced Registration Statement, and pursuant to Rule 461 under the Securities Act of 1933, as amended (the ?Act?), |
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March 2, 2021 |
SelectQuote, Inc. 6800 West 115th Street, Suite 2511 Overland Park, Kansas 66211 March 2, 2021 VIA EDGAR AND E-MAIL Mr. David Lin U.S. Securities and Exchange Commission Division of Corporation Finance 100 F. Street, N.E. Washington, D.C. 20549-7010 Re: SelectQuote, Inc. Registration Statement on Form S-1 File No. 333-253704 Mr. Lin: Pursuant to Rule 461 promulgated under the Securities Act of 193 |
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March 1, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employer |
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March 1, 2021 |
SelectQuote Announces Proposed Secondary Public Offering of Common Stock by Selling Stockholders Exhibit 99.1 SelectQuote Announces Proposed Secondary Public Offering of Common Stock by Selling Stockholders OVERLAND PARK, Kan. March 1, 2021 - SelectQuote, Inc. (NYSE: SLQT) (“SelectQuote” or the “Company”), a pioneer in providing consumers with unbiased price comparisons from some of the most trusted insurance carriers, today announced the commencement of a proposed registered secondary public |
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March 1, 2021 |
As filed with the Securities and Exchange Commission on March 1, 2021 Registration No. |
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March 1, 2021 |
Form of Underwriting Agreement Exhibit 1.1 [?] Shares SELECTQUOTE, INC. COMMON STOCK ($0.01 PAR VALUE PER SHARE) UNDERWRITING AGREEMENT [?], 2021 March [?], 2021 Credit Suisse Securities (USA) LLC Morgan Stanley & Co. LLC c/o Credit Suisse Securities (USA) LLC Eleven Madison Avenue New York, New York 10010 c/o Morgan Stanley & Co. LLC 1585 Broadway New York, New York 10036 Ladies and Gentlemen: BEP III LLC, a Delaware limited l |
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February 26, 2021 |
Schedule 13G OMB APPROVAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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February 24, 2021 |
9583/47327-002 CURRENT/121845266v6 EXHIBIT 10.1 Execution Version 9583/47327-002 CURRENT/121845266v6 FIRST AMENDMENT TO CREDIT AGREEMENT THIS FIRST AMENDMENT TO CREDIT AGREEMENT (this ?Agreement?) is entered into as of February 24, 2021, by and among SELECTQUOTE, INC., a Delaware corporation, as the Borrower, the other Credit Parties party hereto, the Consenting Lenders (as defined below), the New Lenders (as defined below) and MOR |
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February 24, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 24, 2021 SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39295 94-3339273 (State or other jurisdiction of incorporation) (Commission Fil |
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February 23, 2021 |
february2021investorpres SelectQuote Investor Presentation February 2021 Exhibit 99. |
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February 23, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Emplo |
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February 22, 2021 |
Confidential Treatment Requested by SelectQuote, Inc. As confidentially submitted to the Securities and Exchange Commission on February 22, 2021 This draft registration statement has not been publicly filed with the Securities and Exchange Commission, and all information herein remains strictly confidential Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205 |
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February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: Selectquote Inc. Title of Class of Securities: Common Stock CUSIP Number: 816307300 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b) ☐ Rule 1 |
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February 8, 2021 |
SELECTQUOTE, INC. AND SUBSIDIARIES CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands) Exhibit 99.1 SelectQuote, Inc. Reports Second Quarter and Fiscal Year to Date 2021 Results Second Quarter of Fiscal Year 2021 - Consolidated Earnings Highlights •Revenue of $358.3 million, Up 103% Year-Over-Year •Net Income of $90.4 million, improvement of $51.3 million Year-Over-Year •Adjusted EBITDA of $129.5 million, Up 88% Year-Over-Year* •Raising Full-Year 2021 Revenue, Net Income and Adjuste |
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February 8, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number |
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February 8, 2021 |
EX-99.2 3 selectquoteincdec312020e.htm EX-99.2 2nd Quarter and Fiscal Year to Date 2021 Earnings Conference Call Presentation February 8, 2021 Exhibit 99.2 2 Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements ar |
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February 8, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 8, 2021 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employ |
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February 2, 2021 |
JOINT FILING AGREEMENT The undersigned hereby agree that a single Schedule 13G (or any amendment thereto) relating to the common stock of SelectQuote, Inc. |
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February 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SelectQuote, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 816307300 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pu |
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January 15, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SelectQuote, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 816307300 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designat |
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December 2, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2020 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employ |
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December 2, 2020 |
dec2020investor SelectQuote Investor Presentation December 2020 Exhibit 99.1 2 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases su |
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November 6, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Numbe |
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November 5, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2020 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employ |
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November 5, 2020 |
Exhibit 99.1 SelectQuote, Inc. Reports First Quarter of Fiscal Year 2021 Results First Quarter of Fiscal Year 2021 - Consolidated Earnings Highlights •Revenue of $124 million, Up 91% Year-Over-Year •Net Income of $0.8 million, improvement of $2.5 million Year-Over-Year •Adjusted EBITDA of $12 million, improvement of $11.2 million Year-Over-Year* •Raising Full-Year 2021 Revenue, Net Income and Adju |
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November 5, 2020 |
selectquoteincseptember3 Exhibit 99.2 1st Quarter Fiscal Year 2021 Earnings Conference Call Presentation November 5, 2020 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, |
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October 29, 2020 |
Submission of Matters to a Vote of Security Holders - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 29, 2020 SELECTQUOTE, Inc. |
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October 5, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 5, 2020 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employe |
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October 5, 2020 |
oct2020investor Exhibit 99.1 SelectQuote Investor Presentation October 2020 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases such |
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September 29, 2020 |
SelectQuote, Inc. 6800 West 115th Street, Suite 2511 Overland Park, Kansas 66211 September 29, 2020 NOTICE OF 2020 ANNUAL MEETING OF STOCKHOLDERS TO BE HELD OCTOBER 27, 2020 Dear SelectQuote Stockholder: We are pleased to invite you to attend the 2020 Annual Meeting of Stockholders (the “Annual Meeting”) of SelectQuote, Inc. (“SelectQuote”) to be held on October 27, 2020 at 9:00 a.m. Central Time, |
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September 23, 2020 |
Exhibit 99.1 SelectQuote Announces New Board Member with Strong Healthcare and Policy Credentials Chair of Compensation Committee to Retire OVERLAND PARK, Kan., September 23, 2020 - SelectQuote, Inc. announced today that Dr. Kavita Patel, M.D., will join the company’s Board as an independent director effective immediately. Patel brings deep and varied experience in public health and policy, having |
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September 23, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 23, 2020 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Empl |
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September 10, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-04321 (Commission File Number) SelectQuote, Inc. (Exact name of re |
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September 10, 2020 |
Exhibit 4.6 DESCRIPTION OF CAPITAL STOCK General Our authorized capital stock consists of 700,000,000 shares of common stock, par value $0.01 per share, and 70,000,000 shares of preferred stock, par value $0.01 per share. As of August 31, 2020, there were 162,566,475 shares of common stock outstanding and approximately 500 common stockholders of record. Common Stock Each holder of our common stock |
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September 9, 2020 |
selectquoteincjune302020 Exhibit 99.2 4th Quarter and Fiscal Year 2020 Earnings Conference Call Presentation September 9, 2020 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not alw |
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September 9, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 9, 2020 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Emplo |
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September 9, 2020 |
Exhibit 99.1 SelectQuote, Inc. Reports Fourth Quarter 2020 and Fiscal Year 2020 Results Fourth Quarter 2020 - Consolidated Earnings Highlights •Revenue of $141 million, Up 90% Year-Over-Year •Net Income of $20 million, Up 56% Year-Over-Year •Adjusted EBITDA of $40 million, Up 106% Year-Over-Year* •Full-Year 2021 Revenue, Net Income and Adjusted EBITDA Expected to be in the Following Ranges: ◦Reven |
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August 13, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 13, 2020 (August 13, 2020) SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporatio |
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August 13, 2020 |
slqt-investorpresentatio Exhibit 99.1 Investor Presentation August 2020 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases such as “ |
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June 10, 2020 |
Termination of a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 10, 2020 (June 8, 2020) SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I |
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May 26, 2020 |
S-8 As filed with the Securities and Exchange Commission on May 26, 2020 Registration No. |
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May 26, 2020 |
EX-3.2 Exhibit 3.2 AMENDED AND RESTATED BY-LAWS OF SELECTQUOTE, INC. Incorporated under the Laws of the State of Delaware ARTICLE I OFFICES AND RECORDS SECTION 1.1. Delaware Office. The name and address of the Corporation’s registered office in the State of Delaware shall be Corporation Trust Company, 1209 Orange Street in the City of Wilmington, County of New Castle, State of Delaware 19801. The |
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May 26, 2020 |
EX-3.1 Exhibit 3.1 SIXTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF SELECTQUOTE, INC. SelectQuote, Inc. (the “Corporation”), a corporation organized and existing under the General Corporation Law of the State of Delaware (the “DGCL”), does hereby certify as follows: (1) The name of the Corporation is SelectQuote, Inc. The original Certificate of Incorporation of the Corporation was filed |
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May 26, 2020 |
EX-99.1 Exhibit 99.1 SelectQuote Announces Closing of Initial Public Offering and Full Exercise of Underwriters’ Option to Purchase Additional Shares OVERLAND PARK, Kan., May 26, 2020 – SelectQuote, Inc. (NYSE: SLQT), a pioneer in providing consumers with unbiased price comparisons from some of the most trusted insurance carriers, today announced the closing of its initial public offering of 32,77 |
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May 26, 2020 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2020 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Commission file number: 001-39295 Delaware 94-3339273 (State of incorporation) (I.R.S. Employ |
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May 22, 2020 |
28,500,000 shares Common Stock 424B4 Table of Contents Filed Pursuant to Rule 424(b)(4) Registration No. 333-236555 28,500,000 shares Common Stock This is an initial public offering of common stock by SelectQuote, Inc. We are offering 18,000,000 shares of our common stock to be sold in the offering. The selling stockholders identified in this prospectus are offering an additional 10,500,000 shares of our common stock. SelectQuo |
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May 20, 2020 |
8-A12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 SELECTQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 94-3339273 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No |
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May 20, 2020 |
S-1MEF As filed with the Securities and Exchange Commission on May 20, 2020 Registration Number 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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May 19, 2020 |
Amendment No. 4 to Form S-1 As filed with the Securities and Exchange Commission on May 19, 2020. Registration No. 333-236555 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 4 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 6411 94-3339273 (State or other juri |
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May 19, 2020 |
Underwriter Acceleration Request May 19, 2020 VIA EDGAR AND E-MAIL Ms. Julie Griffith U.S. Securities and Exchange Commission Division of Corporation Finance 100 F. Street, N.E. Washington, DC 20549-7010 Re: SelectQuote, Inc. Registration Statement on Form S-1 File No. 333-236555 Ms. Griffith: In connection with the above-referenced Registration Statement, and pursuant to Rule 461 under the Securi |
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May 19, 2020 |
Company Acceleration Request SelectQuote, Inc. 6800 West 115th Street, Suite 2511 Overland Park, Kansas 66211 May 19, 2020 VIA EDGAR AND E-MAIL Ms. Julie Griffith U.S. Securities and Exchange Commission Division of Corporation Finance 100 F. Street, N.E. Washington, D.C. 20549-7010 Re: SelectQuote, Inc. Registration Statement on Form S-1 File No. 333-236555 Ladies and Gentlemen: Pursuant to Rule 4 |