Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Exzeo Group, Inc.XZO · Entity 4690 | Director · Chief Executive Officer | May 27, 2026 | May 28, 2026 |
| HCI Group, Inc.HCI · Entity 4402 | Director · Chief Executive Officer · 10% owner | February 23, 2026 | February 24, 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.
Exzeo Group, Inc.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,672,013 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Purchase · Acquired 2,000 · Balance 1,672,013 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2031-10-01 | Direct | 5,000,000 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 5,000,000 F1: On October 1, 2021, the reporting person was granted an option to purchase 5,000,000 shares of common stock. The option vested with respect to one fourth of the shares on October 1, 2022 and with respect to one sixteenth of the shares on each January 1, April 1, July 1 and October 1 thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 1, 2021, the reporting person was granted an option to purchase 5,000,000 shares of common stock. The option vested with respect to one fourth of the shares on October 1, 2022 and with respect to one sixteenth of the shares on each January 1, April 1, July 1 and October 1 thereafter.
HCI Group, Inc.
Report date February 23, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,500 |
Reported balance
After 2026-02-23 transaction · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · 2026-02-23 · Exercise / conversion · Acquired 20,000 · Balance 89,500 |
| Common StockSEC Table I · non-derivative | Direct | 727,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 727,000 F1: Shares held jointly with spouse. |
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 F2: Restricted stock grant of 10,000 shares effective 2/26/2021: Restricted shares will vest, if ever, on the first anniversary of the date on which the company stock value first equals or exceeds $140 for 30 consecutive days on the applicable exchange. These shares were granted by the company pursuant to the company's 2012 Omnibus Incentive Plan and under the terms and conditions of a restricted stock agreement dated 2/26/2021. |
| Common StockSEC Table I · non-derivative | Direct | 200,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 200,000 F9: Restricted stock grant of 200,000 shares effective 4/17/2024: If at any time the Fair Market Value equals or exceeds $200 for 30 consecutive trading days (the "Vesting Trigger Date"), the restricted shares will vest and the restrictions will lapse as follows. 50,000 of the restricted shares on the later of the Vesting Trigger Date or March 15, 2025; March 15, 2026; March 15, 2027; and March 15, 2028. No portion of the restriction period will lapse six years and one day after the grant date. All remaining restricted shares will be forfeited at that time. These shares were granted by the company pursuant to the company's 2012 Omnibus Incentive Plan and under the terms and conditions of a restricted stock agreement dated 4/17/2024. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.00 · Expires 2027-01-07 | Direct | 90,000 |
Reported balance
After 2026-02-23 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-23 · Exercise / conversion · Disposed 20,000 · Balance 90,000 F3: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F4: The options were granted on January 7, 2017 at an exercise price of $40.00 per share, in excess of the $39.71 market value. All options have vested and may be exercised at any time up to and including January 7, 2027. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.00 · Expires 2028-02-08 | Direct | 110,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 110,000 F3: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F5: The options were granted on February 8, 2018 at an exercise price of $40.00 per share, in excess of the $34.92 market value. All options have vested and may be exercised at any time up to and including February 8, 2028. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.00 · Expires 2029-01-15 | Direct | 110,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 110,000 F3: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F6: The options were granted on January 15, 2019 at an exercise price of $53.00 per share, in excess of the $47.94 market value. All options have vested and may be exercised at any time up to and including January 15, 2029. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.00 · Expires 2030-01-16 | Direct | 110,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 110,000 F3: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F7: The options were granted on January 16, 2020 at an exercise price of $48.00 per share, in excess of the $45.97 market value. All options have vested and may be exercised at any time up to and including January 16, 2030. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $70.00 · Expires 2033-09-15 | Direct | 150,000 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 150,000 F3: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F8: The options were granted on September 15, 2023 and vested on December 14, 2023 at an exercise price of $70.00 per share when the company stock value first equaled and exceeded $80.00 for 20 consecutive days on the applicable exchange. The options will expire on September 15, 2033. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 37,500 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 37,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held jointly with spouse.
F2: Restricted stock grant of 10,000 shares effective 2/26/2021: Restricted shares will vest, if ever, on the first anniversary of the date on which the company stock value first equals or exceeds $140 for 30 consecutive days on the applicable exchange. These shares were granted by the company pursuant to the company's 2012 Omnibus Incentive Plan and under the terms and conditions of a restricted stock agreement dated 2/26/2021.
F3: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan.
F4: The options were granted on January 7, 2017 at an exercise price of $40.00 per share, in excess of the $39.71 market value. All options have vested and may be exercised at any time up to and including January 7, 2027.
F5: The options were granted on February 8, 2018 at an exercise price of $40.00 per share, in excess of the $34.92 market value. All options have vested and may be exercised at any time up to and including February 8, 2028.
F6: The options were granted on January 15, 2019 at an exercise price of $53.00 per share, in excess of the $47.94 market value. All options have vested and may be exercised at any time up to and including January 15, 2029.
F7: The options were granted on January 16, 2020 at an exercise price of $48.00 per share, in excess of the $45.97 market value. All options have vested and may be exercised at any time up to and including January 16, 2030.
F8: The options were granted on September 15, 2023 and vested on December 14, 2023 at an exercise price of $70.00 per share when the company stock value first equaled and exceeded $80.00 for 20 consecutive days on the applicable exchange. The options will expire on September 15, 2033.
F9: Restricted stock grant of 200,000 shares effective 4/17/2024: If at any time the Fair Market Value equals or exceeds $200 for 30 consecutive trading days (the "Vesting Trigger Date"), the restricted shares will vest and the restrictions will lapse as follows. 50,000 of the restricted shares on the later of the Vesting Trigger Date or March 15, 2025; March 15, 2026; March 15, 2027; and March 15, 2028. No portion of the restriction period will lapse six years and one day after the grant date. All remaining restricted shares will be forfeited at that time. These shares were granted by the company pursuant to the company's 2012 Omnibus Incentive Plan and under the terms and conditions of a restricted stock agreement dated 4/17/2024.
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 |
|---|---|---|---|---|---|---|
| May 27, 2026 Filed May 28, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.67 | $27,340.00 |
DisclosureSEC source: 0001193125-26-245267 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,672,013 Read SEC document |
| May 26, 2026 Filed May 27, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.26 | $26,520.00 |
DisclosureSEC source: 0001193125-26-241918 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,670,013 Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $12.92 | $25,840.00 |
DisclosureSEC source: 0001193125-26-239335 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,668,013 Read SEC document |
| May 21, 2026 Filed May 22, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $12.82 | $25,640.00 |
DisclosureSEC source: 0001193125-26-236927 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,666,013 Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.33 | $26,660.00 |
DisclosureSEC source: 0001193125-26-234438 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,664,013 Read SEC document |
| May 19, 2026 Filed May 20, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.69 | $27,380.00 |
DisclosureSEC source: 0001193125-26-232619 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,662,013 Read SEC document |
| May 18, 2026 Filed May 19, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.93 | $27,860.00 |
DisclosureSEC source: 0001193125-26-230784 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,660,013 Read SEC document |
| May 15, 2026 Filed May 18, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,500 | $13.72 | $20,580.00 |
DisclosureSEC source: 0001193125-26-228943 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,658,013 Read SEC document |
| May 15, 2026 Filed May 18, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 500 | $13.55 | $6,775.00 |
DisclosureSEC source: 0001193125-26-228943 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,656,513 Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.75 | $27,500.00 |
DisclosureSEC source: 0001193125-26-226798 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,656,013 Read SEC document |
| May 13, 2026 Filed May 14, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.55 | $27,100.00 |
DisclosureSEC source: 0001193125-26-224071 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,654,013 Read SEC document |
| May 12, 2026 Filed May 13, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.85 | $27,700.00 |
DisclosureSEC source: 0001193125-26-221665 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,652,013 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.99 | $27,980.00 |
DisclosureSEC source: 0001193125-26-219483 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,650,013 Read SEC document |
| May 08, 2026 Filed May 11, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.52 | $27,040.00 |
DisclosureSEC source: 0001193125-26-216810 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,648,013 Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:14 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.11 | $30,220.00 |
DisclosureSEC source: 0001193125-26-214652 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,646,013 Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,656 | $17.31 | $28,665.36 |
DisclosureSEC source: 0001193125-26-211996 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,644,013 Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 344 | $17.33 | $5,961.52 |
DisclosureSEC source: 0001193125-26-211996 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,642,357 Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 500 | $17.05 | $8,525.00 |
DisclosureSEC source: 0001193125-26-209014 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,642,013 Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,500 | $17.13 | $25,695.00 |
DisclosureSEC source: 0001193125-26-209014 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,641,513 Read SEC document |
| May 04, 2026 Filed May 5, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 300 | $16.47 | $4,941.00 |
DisclosureSEC source: 0001193125-26-206457 · ownership.xml · nonDerivative · entry 4 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,640,013 Read SEC document |
| May 04, 2026 Filed May 5, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,200 | $16.61 | $19,932.00 |
DisclosureSEC source: 0001193125-26-206457 · ownership.xml · nonDerivative · entry 3 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,639,713 Read SEC document |
| May 04, 2026 Filed May 5, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 100 | $16.52 | $1,652.00 |
DisclosureSEC source: 0001193125-26-206457 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,638,513 Read SEC document |
| May 04, 2026 Filed May 5, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 400 | $16.51 | $6,604.00 |
DisclosureSEC source: 0001193125-26-206457 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,638,413 Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.53 | $33,060.00 |
DisclosureSEC source: 0001193125-26-204025 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,638,013 Read SEC document |
| April 30, 2026 Filed May 1, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.91 | $31,820.00 |
DisclosureSEC source: 0001193125-26-201471 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,636,013 Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.22 | $32,440.00 |
DisclosureSEC source: 0001193125-26-197334 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,634,013 Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.68 | $33,360.00 |
DisclosureSEC source: 0001193125-26-191622 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,632,013 Read SEC document |
| April 27, 2026 Filed Apr 28, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.88 | $33,760.00 |
DisclosureSEC source: 0001193125-26-187098 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,630,013 Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.21 | $32,420.00 |
DisclosureSEC source: 0001193125-26-182128 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,628,013 Read SEC document |
| April 23, 2026 Filed Apr 24, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.62 | $33,240.00 |
DisclosureSEC source: 0001193125-26-177295 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,626,013 Read SEC document |
| April 22, 2026 Filed Apr 23, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.46 | $32,920.00 |
DisclosureSEC source: 0001193125-26-173740 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,624,013 Read SEC document |
| April 21, 2026 Filed Apr 22, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $17.28 | $34,560.00 |
DisclosureSEC source: 0001193125-26-170445 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,622,013 Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $17.48 | $34,960.00 |
DisclosureSEC source: 0001193125-26-170445 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,620,013 Read SEC document |
| April 17, 2026 Filed Apr 20, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.94 | $33,880.00 |
DisclosureSEC source: 0001193125-26-164021 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,618,013 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:50 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.76 | $33,520.00 |
DisclosureSEC source: 0001193125-26-161710 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,616,013 Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.43 | $32,860.00 |
DisclosureSEC source: 0001193125-26-159034 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,614,013 Read SEC document |
| April 14, 2026 Filed Apr 15, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,434 | $16.14 | $23,144.76 |
DisclosureSEC source: 0001193125-26-157032 · ownership.xml · nonDerivative · entry 4 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,612,013 Read SEC document |
| April 14, 2026 Filed Apr 15, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 166 | $16.19 | $2,687.54 |
DisclosureSEC source: 0001193125-26-157032 · ownership.xml · nonDerivative · entry 3 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,610,579 Read SEC document |
| April 14, 2026 Filed Apr 15, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 130 | $16.18 | $2,103.40 |
DisclosureSEC source: 0001193125-26-157032 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,610,413 Read SEC document |
| April 14, 2026 Filed Apr 15, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 270 | $16.17 | $4,365.90 |
DisclosureSEC source: 0001193125-26-157032 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,610,283 Read SEC document |
| April 13, 2026 Filed Apr 14, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.13 | $30,260.00 |
DisclosureSEC source: 0001193125-26-154916 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,610,013 Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 20:45 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.38 | $30,760.00 |
DisclosureSEC source: 0001193125-26-152992 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,608,013 Read SEC document |
| April 09, 2026 Filed Apr 10, 2026 20:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.74 | $31,480.00 |
DisclosureSEC source: 0001193125-26-151297 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,606,013 Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 20:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.05 | $30,100.00 |
DisclosureSEC source: 0001193125-26-149670 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,604,013 Read SEC document |
| April 07, 2026 Filed Apr 8, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.22 | $28,440.00 |
DisclosureSEC source: 0001193125-26-147661 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,602,013 Read SEC document |
| April 06, 2026 Filed Apr 7, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.26 | $28,520.00 |
DisclosureSEC source: 0001193125-26-145568 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,600,013 Read SEC document |
| April 02, 2026 Filed Apr 3, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.79 | $27,580.00 |
DisclosureSEC source: 0001193125-26-142188 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,598,013 Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.94 | $29,880.00 |
DisclosureSEC source: 0001193125-26-140160 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,596,013 Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 20:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.44 | $28,880.00 |
DisclosureSEC source: 0001193125-26-137933 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,594,013 Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.08 | $28,160.00 |
DisclosureSEC source: 0001193125-26-134610 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,592,013 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.