Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SelectQuote, Inc. | 513,214 | reported | 11 Nov 2025 | tx 31+31,750,166−17,342,881 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Nov 2025 | EXERCISE | SelectQuote, Inc. | 52,631 | 0.00 USD | |
| 11 Nov 2025 | EXERCISE | SelectQuote, Inc. | 52,631 | 0.00 USD | deriv |
| 11 Nov 2025 | GRANT_AWARD | SelectQuote, Inc. | 106,250 | 0.00 USD | deriv |
| 12 Nov 2024 | EXERCISE | SelectQuote, Inc. | 94,890 | 0.00 USD | |
| 12 Nov 2024 | EXERCISE | SelectQuote, Inc. | 94,890 | 0.00 USD | deriv |
| 12 Nov 2024 | GRANT_AWARD | SelectQuote, Inc. | 52,631 | 0.00 USD | deriv |
| 14 Nov 2023 | EXERCISE | SelectQuote, Inc. | 203,125 | 0.00 USD | |
| 14 Nov 2023 | GRANT_AWARD | SelectQuote, Inc. | 94,890 | 0.00 USD | deriv |
| 14 Nov 2023 | EXERCISE | SelectQuote, Inc. | 203,125 | 0.00 USD | deriv |
| 16 May 2023 | PURCHASE | SelectQuote, Inc. | 100,000 | 1.16 USD | first after silence |
| 15 Nov 2022 | EXERCISE | SelectQuote, Inc. | 7,849 | 0.00 USD | |
| 15 Nov 2022 | GRANT_AWARD | SelectQuote, Inc. | 203,125 | 0.00 USD | deriv |
| 15 Nov 2022 | EXERCISE | SelectQuote, Inc. | 7,849 | 0.00 USD | deriv |
| 09 Dec 2021 | EXERCISE | SelectQuote, Inc. | 4,719 | 0.00 USD | |
| 09 Dec 2021 | EXERCISE | SelectQuote, Inc. | 4,719 | 0.00 USD | deriv |
| 15 Nov 2021 | GRANT_AWARD | SelectQuote, Inc. | 7,849 | 0.00 USD | deriv |
| 10 Sept 2021 | PURCHASE | SelectQuote, Inc. | 1,000 | 12.98 USD | |
| 13 Sept 2021 | PURCHASE | SelectQuote, Inc. | 9,000 | 13.28 USD | |
| 08 Mar 2021 | SALE | SelectQuote, Inc. | 513,530 | 26.47 USD | |
| 08 Mar 2021 | SALE | SelectQuote, Inc. | 1,878,656 | 26.47 USD | |
| 08 Mar 2021 | SALE | SelectQuote, Inc. | 2,413,112 | 26.47 USD | |
| 09 Dec 2020 | GRANT_AWARD | SelectQuote, Inc. | 4,719 | 0.00 USD | deriv |
| 26 May 2020 | CONVERSION | SelectQuote, Inc. | 15,470,824 | — | |
| 26 May 2020 | CONVERSION | SelectQuote, Inc. | 12,044,344 | — | |
| 26 May 2020 | SALE | SelectQuote, Inc. | 889,505 | 18.90 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 May 2023.