Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alight, Inc. / DelawareALIT · Entity 5436 | Director | September 30, 2026 | October 03, 2026 |
| Exzeo Group, Inc.XZO · Entity 4690 | Director | March 09, 2026 | March 10, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Alight, Inc. / Delaware
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,833 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,541 · Balance 23,833 F1: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $8.92, the closing price of the Issuer's ordinary shares on September 30, 2026, and rounding down to the next whole share. F2: Includes restricted stock units scheduled to vest in the future. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $8.92, the closing price of the Issuer's ordinary shares on September 30, 2026, and rounding down to the next whole share.
F2: Includes restricted stock units scheduled to vest in the future.
Exzeo Group, Inc.
Report date March 09, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,335 |
Reported balance
After 2026-03-09 transaction · row 1
1 source rowRow 1 · 2026-03-09 · Purchase · Acquired 2,500 · Balance 127,335 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 01:08 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 1,541 | $8.92 | $13,745.72 |
DisclosureSEC source: 0001628280-26-064653 · wk-form4_1790975291.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,833 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $8.92, the closing price of the Issuer's ordinary shares on September 30, 2026, and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 21:47 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 14,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047558 · wk-form4_1783460835.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,292 F1 · shares: Represents restricted stock units granted for annual board service, pursuant to the Issuer's 2021 Omnibus Share Plan, which are scheduled to vest on July 2, 2027. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:16 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 1,227 | $11.20 | $13,742.40 |
DisclosureSEC source: 0001628280-26-046913 · wk-form4_1783023410.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,267 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $11.20, the closing price of the Issuer's ordinary shares on June 30, 2026, as adjusted to reflect the 1-for-20 reverse stock split of the Issuer's Class A Common Stock on such date, and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. F3 · balance_after: Securities listed in this filing have been adjusted to reflect a 1-for-20 reverse split of the Issuer's Class A common stock effective as of June 30, 2026. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:40 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 23,597 | $0.58 | $13,749.97 |
DisclosureSEC source: 0001628280-26-023255 · wk-form4_1775162445.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,816 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $.5827 the closing price of the Issuer's ordinary shares on March 31, 2026 and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 21:32 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | PurchaseClass A Common Stock | 30,000 | $0.82 | $24,600.00 |
DisclosureSEC source: 0001628280-26-018921 · wk-form4_1773783135.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,219 F1 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 20:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,500 | $15.35 | $38,375.00 |
DisclosureSEC source: 0001193125-26-100167 · ownership.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,335 Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:09 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 7,051 | $1.95 | $13,749.45 |
DisclosureSEC source: 0001628280-26-000605 · wk-form4_1767650964.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,219 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $1.95 the closing price of the Issuer's ordinary shares on December 31, 2025 and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 13:01 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | PurchaseClass A Common Stock | 10,000 | $2.39 | $23,899.00 |
DisclosureSEC source: 0001628280-25-054301 · wk-form4_1764594099.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,168 F1 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:12 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 10,000 | $21.00 | $210,000.00 |
DisclosureSEC source: 0000897069-25-001655 · form4.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,835 Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:08 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 4,217 | $3.26 | $13,747.42 |
DisclosureSEC source: 0001809104-25-000234 · wk-form4_1759442887.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,168 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $3.26, the closing price of the Issuer's ordinary shares on September 30, 2025 and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 14:22 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | PurchaseClass A Common Stock | 2,000 | $4.40 | $8,799.40 |
DisclosureSEC source: 0001628280-25-039148 · wk-form4_1754662946.xml · nonDerivative · entry 2 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,951 F1 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 14:22 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | PurchaseClass A Common Stock | 3,000 | $4.40 | $13,200.00 |
DisclosureSEC source: 0001628280-25-039148 · wk-form4_1754662946.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,951 F1 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| July 02, 2025 Filed Jul 7, 2025 21:15 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 33,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001809104-25-000216 · wk-form4_1751922929.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,951 F1 · shares: Represents restricted stock units granted for annual board service, pursuant to the Issuer's 2021 Omnibus Share Plan, which are scheduled to vest on July 2, 2026. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 21:08 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 2,429 | $5.66 | $13,748.14 |
DisclosureSEC source: 0001809104-25-000207 · wk-form4_1751490522.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,168 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $13,750 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $5.66, the closing price of the Issuer's ordinary shares on June 30, 2025 and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 21:42 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 798 | $5.93 | $4,732.14 |
DisclosureSEC source: 0001809104-25-000149 · wk-form4_1743630147.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,739 F1 · shares: Quarterly award of shares elected in lieu of cast retainer of $4,736 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $5.93, the closing price of the Issuer's ordinary shares on March 31, 2025 and rounding down to the next whole share. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 21:45 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | PurchaseClass A Common Stock | 3,000 | $6.25 | $18,750.00 |
DisclosureSEC source: 0001809104-25-000118 · wk-form4_1741902325.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,941 F1 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:49 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 10,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001809104-25-000107 · wk-form4_1741816167.xml · nonDerivative · entry 1 Lopes Robert A. Jr. · CIK 0002057161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,941 F1 · shares: Represents a pro rata equity award of Restricted Stock Units ("RSUs") granted for board service from March 1, 2025, through July 2, 2025, the annual grant date. The RSUs are scheduled to vest on March 10, 2026. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.