SelectQuote, Inc. — fact timeline

SelectQuote, Inc. reported third quarter ended March 31, 2026 results: revenue $430.9 million, net income $40.2 million. Guidance reaffirmed.

“EX-99.1 (EX-99.1) --- SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2026 Results Third Quarter of Fiscal Year 2026 – Consolidated Earnings Highlights • Revenue of $430.9 million • Net income of $40.2 million • Adjusted EBITDA* of $44.6 million Fiscal Year 2026 Guidance Ranges: • Revenue expected in a range of $1.61 billion to $1.71 billion • Adjusted”

SelectQuote, Inc. received a nyse deficiency notice notice regarding minimum bid price (rules 802.01C).

“March 19, 2026, SelectQuote, Inc. (the “Company”) 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 Company Manual because the average closing price of the Company’s common stock was less than $1.00 per share over a consecutive 30 trading-day period. The Company will notify the NYSE of its intent to cure the stock price deficiency and return to compliance with the continued listing standard. The Company can regain compliance at any time within the six-month cure period fo”

SelectQuote, Inc. terminated Previous Credit Agreement with Ares Capital Corporation, as administrative agent, UMB Bank, N.A., as lender and revolver agent, and the other lenders party thereto (effective 2026-01-08).

“previous credit facility pursuant to the credit agreement, dated as of November 5, 2019, by and among the Company and Ares Capital Corporation, as administrative agent, UMB, as lender and revolver agent, and the other lenders party thereto (as amended, the “ Previous Credit Agreement ”), and for certain transaction expenses and fees. The remainder of the proceeds of the Term Loan will be used to support ongoing working capital needs and for general corporate purposes.”

SelectQuote, Inc. entered into Credit Agreement with PLC Agent LLC, as administrative agent, UMB Bank, N.A., as lender and revolver agent, and the other lenders party thereto valued at $325 million term loan and $90 million revolving credit facility (effective 2026-01-08).

“On January 8, 2026 (the “ Closing Date ”), SelectQuote, Inc. (the “ Company ”) entered into a credit agreement (the “ Credit Agreement ” or “ Agreement ”) with PLC Agent LLC, as administrative agent, UMB Bank, N.A. (“ UMB ”), as lender and revolver agent, and the other lenders party thereto.”

SelectQuote, Inc. incurred revolving credit of $90 million senior secured revolving credit facility with PLC Agent LLC, as administrative agent, UMB Bank, N.A., as lender and revolver agent at SOFR (subject to a floor of 3.00%) plus 4.00%.

“The Credit Agreement provides for (i) a $325 million senior secured term loan (the “ Term Loan ”) and (ii) a $90 million senior secured revolving credit facility (the “ Revolving Credit Facility ” and, together with the Term Loan, the “ Senior Secured Credit Facility ”).”

SelectQuote, Inc. incurred term loan of $325 million senior secured term loan with PLC Agent LLC, as administrative agent, UMB Bank, N.A., as lender and revolver agent at SOFR (subject to a floor of 3.00%) plus 6.50%.

“On January 8, 2026 (the “ Closing Date ”), SelectQuote, Inc. (the “ Company ”) entered into a credit agreement (the “ Credit Agreement ” or “ Agreement ”) with PLC Agent LLC, as administrative agent, UMB Bank, N.A. (“ UMB ”), as lender and revolver agent, and the other lenders party thereto. The Credit Agreement provides for (i) a $325 million senior secured term loan (the “ Term Loan ”) and (ii) a $90 million senior secured revolving credit facility”

SelectQuote, Inc. amended revolving credit with Ares Capital Corporation maturing September 30, 2027.

“The Thirteenth Amendment, among other things, extends the revolving facility termination date from June 30, 2026 to September 30, 2027.”

SelectQuote, Inc.: Amended Sixth Amended and Restated Certificate of Incorporation to establish terms of Preferred Stock via Certificate of Designations (effective 2025-02-28).

“On February 28, 2025, the Company filed with the Secretary of State of the State of Delaware a Certificate of Designations (the “ Certificate of Designations ”) for the purposes of amending its Sixth Amended and Restated Certificate of Incorporation to establish the terms of the Preferred Stock.”

Christopher Wolfe was appointed as Class I Director at SelectQuote, Inc..

“Christopher Wolfe was appointed as a Class I Director”

Srdjan Vukovic was appointed as Class II Director at SelectQuote, Inc..

“Srdjan Vukovic was appointed as a Class II Director”

SelectQuote, Inc. reported third quarter ended March 31, 2024 results: revenue $376.4 million, net income $8.6 million. Guidance raised.

“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”

SelectQuote, Inc. updated its fiscal year 2024 guidance (raised).

“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 in a range of $45 million to $22 million vs prior range of $50 million to $22 million • Adjusted EBITDA* expected in a range of $90 million to $105 million vs prior range of $80 million to $105 million”

SelectQuote, Inc. reported second quarter ended December 31, 2023 results: revenue $405.4 million, net income $19.4 million. Guidance raised.

“filing. --- EX-99.1 (EX-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”

SelectQuote, Inc. shareholders approved Non-binding advisory proposal to approve the compensation of named executive officers as disclosed in the 2023 proxy statement at the 2023-11-14 meeting.

“Proposal 3 The voting results on the non-binding advisory proposal to approve the compensation of the Company’s named executive officers as disclosed in the Company’s 2023 proxy statement were as follows: Votes For Votes Against Abstentions Broker Non-Votes 89,555,703 2,560,319 1,140,191 24,213,740”

SelectQuote, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending June 30, 2024 at the 2023-11-14 meeting.

“Proposal 2 The voting results on the proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024 were as follows: Votes For Votes Against Abstentions Broker Non-Votes 117,006,462 327,328 136,163 —”

SelectQuote, Inc. shareholders approved Election of two Class I directors to serve until the 2026 annual meeting at the 2023-11-14 meeting.

“Proposal 1 The voting results on the proposal to elect two Class I directors to serve until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified, subject to their earlier retirement or removal, were as follows: Votes For Votes Withheld Abstentions Broker Non-Votes Timothy R. Danker 90,839,997 2,416,216 — 24,213,740 Dr. Kavita K. Patel 75,497,637 17,758,576 — 24,213,740”

SelectQuote, Inc. reported first quarter ended September 30, 2023 results: revenue Revenue of $232.7 million, net income Net loss of $31.1 million. Guidance reaffirmed.

“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 • Adjusted EBITDA* expected in a range of $80 million to $105 million”

SelectQuote, Inc. reported the fiscal year ended June 30, 2023 results: revenue $1.0 billion, net income $(58.5) million.

“Consolidated revenue for the fiscal year ended June 30, 2023, was $1.0 billion compared to consolidated revenue for the fiscal year ended June 30, 2022, of $764.0 million.”

SelectQuote, Inc. reported the fourth quarter and year ended June 30, 2023 results: revenue $221.8 million, net income $(47.8) million.

“EX-99.1 (EX-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”

SelectQuote, Inc. reported third quarter ended March 31, 2023 results: revenue $299.4 million, net income $9.3 million. Guidance lowered.

“SelectQuote, Inc. (NYSE: SLQT) reported consolidated revenue for the third quarter of fiscal year 2023 of $299.4 million compared to consolidated revenue for the third quarter of fiscal year 2022 of $274.3 million. Consolidated net income for the third quarter of fiscal year 2023 was $9.3 million”

SelectQuote, Inc. reported third quarter of fiscal year 2023 results: revenue $299.4 million, net income $9.3 million.

“SelectQuote, Inc. (NYSE: SLQT) reported consolidated revenue for the third quarter of fiscal year 2023 of $299.4 million compared to consolidated revenue for the third quarter of fiscal year 2022 of $274.3 million. Consolidated net income for the third quarter of fiscal year 2023 was $9.3 million compared to consolidated net loss for the third quarter of fiscal year 2022 of $7.0 million.”

SelectQuote, Inc. shareholders approved Approve adjournment of the special meeting to solicit additional proxies at the 2023-03-02 meeting.

“Proposal 2 The voting results for the the proposal to approve, if necessary, the adjournment of the Special Meeting to solicit additional proxies in favor of Proposal 1 above, were as follows: Votes For Votes Against Abstentions Broker Non-Votes 101,192,547 9,051,911 890,114 —”

SelectQuote, Inc. shareholders approved Adopt and approve an amendment to the certificate of incorporation to effect a reverse stock split and a reduction in authorized shares at the 2023-03-02 meeting.

“Proposal 1 The voting results for the proposal to adopt and approve an amendment (the “Amendment”) to the Company’s Sixth Amended and Restated Certificate of Incorporation to effect (a) a reverse stock split of the outstanding shares of the Company’s common stock at a reverse stock split ratio in the range of 1-for-10 to 1-for-20, as determined by the Board of Directors at a later date, and (b) a reduction in the number of authorized shares of the Company’s common stock by a corresponding ratio, were as follows: Votes For Votes Against Abstentions Broker Non-Votes 106,917,098 4,158,390 59,084 —”

Ryan M. Clement was appointed as Chief Financial Officer at SelectQuote, Inc..

“On February 9, 2023, the Board of Directors of SelectQuote, Inc. (the “Company”) appointed Ryan M. Clement, 42, to serve as the Company’s Chief Financial Officer, effective February 10, 2023.”

SelectQuote, Inc. reported second quarter ended December 31, 2022 results: revenue $319.2 million, net income $22.5 million. Guidance raised.

“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”

SelectQuote, Inc. reported full fiscal year 2023 results: revenue $890 million to $960 million, net income $98 million to $78 million. Guidance raised.

“Guidance for the Full Year 2023 • Revenue for the full fiscal year 2023 now expected in a range of $890 million to $960 million vs. prior guidance of $850 million to $950 million • Net loss for the full fiscal year 2023 now expected in a range of $98 million to $78 million vs. prior guidance of $113 million to $89 million • Adjusted EBITDA* for the full fiscal year 2023 now expected in a range of $0 to $25 million vs. prior guidance of ($20) million to $10 million”

SelectQuote, Inc. reported second quarter of fiscal year 2023 results: revenue $300 million to $320 million, net income $11 million to $23 million.

“Second Quarter 2023 Preliminary Results • Revenue for the second quarter of fiscal year 2023 expected in a range of $300 million to $320 million • Net income for the second quarter of fiscal year 2023 expected in a range of $11 million to $23 million • Adjusted EBITDA* for the second quarter of fiscal year 2023 expected in a range of $45 million to $60 million”

SelectQuote, Inc. shareholders approved Non-binding advisory vote to approve executive compensation at the 2022-11-15 meeting.

“Proposal 3 The voting results on the non-binding advisory proposal to approve the compensation of the Company’s named executive officers as disclosed in the Company’s 2022 proxy statement were as follows: Votes For Votes Against Abstentions Broker Non-Votes 108,553,937 12,180,332 345,832 16,231,031”

SelectQuote, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending June 30, 2023 at the 2022-11-15 meeting.

“Proposal 2 The voting results on the proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2023 were as follows: Votes For Votes Against Abstentions Broker Non-Votes 135,854,705 1,278,347 178,080 —”

SelectQuote, Inc. shareholders approved Election of three Class III directors at the 2022-11-15 meeting.

“Proposal 1 The voting results on the proposal to elect three Class III directors to serve until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified, subject to their earlier retirement or removal, were as follows: Votes For Votes Withheld Abstentions Broker Non-Votes Denise L. Devine 94,111,042 26,969,059 — 16,231,031 Donald L. Hawks III 100,473,828 20,606,273 — 16,231,031 William Grant II 93,785,673 27,294,428 — 16,231,031”

SelectQuote, Inc. reported first quarter ended September 30, 2022 results: revenue $162.5 million, net income $42.5 million. Guidance reaffirmed.

“such filing. --- EX-99.1 (EX-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 •”

Stephanie D. Fisher was appointed as principal accounting officer at SelectQuote, Inc..

“Also effective as of June 1, 2022, the Board designated Stephanie D. Fisher as the Company’s principal accounting officer.”

Ryan M. Clement was appointed as interim Chief Financial Officer at SelectQuote, Inc..

“Effective as of June 1, 2022, the Board appointed Ryan M. Clement, 41, to serve as the Company’s interim Chief Financial Officer pending a comprehensive national search for Mr. Sadun’s successor.”

Raffaele Sadun resigned as Chief Financial Officer at SelectQuote, Inc..

“On May 16, 2022, Raffaele Sadun notified the Board of Directors (the “Board”) of SelectQuote, Inc. (the “Company”) of his decision to resign from his position as the Company’s Chief Financial Officer effective June 1, 2022 to pursue another career opportunity outside the insurance distribution and healthcare industries.”

Robert Grant was appointed as President at SelectQuote, Inc..

“On October 14, 2021, SelectQuote, Inc. (the “Company”) announced the appointment of Robert Grant, 37, as the President of the Company, effective October 28, 2021 (the “Effective Date”).”