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 |
|---|---|---|---|---|---|---|
| March 27, 2026 Filed Mar 30, 2026 21:30 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $13.89 | $27,780.00 |
DisclosureSEC source: 0001193125-26-131818 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,590,013 Read SEC document |
| March 26, 2026 Filed Mar 27, 2026 20:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.52 | $29,040.00 |
DisclosureSEC source: 0001193125-26-129083 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,588,013 Read SEC document |
| March 25, 2026 Filed Mar 26, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.81 | $29,620.00 |
DisclosureSEC source: 0001193125-26-126291 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,586,013 Read SEC document |
| March 24, 2026 Filed Mar 24, 2026 20:15 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.99 | $29,980.00 |
DisclosureSEC source: 0001193125-26-121847 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,584,013 Read SEC document |
| March 23, 2026 Filed Mar 23, 2026 20:14 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $14.93 | $29,860.00 |
DisclosureSEC source: 0001193125-26-119747 · ownership.xml · nonDerivative · entry 3 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,582,013 Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:14 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.50 | $31,000.00 |
DisclosureSEC source: 0001193125-26-119747 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,580,013 Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 20:14 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.36 | $30,720.00 |
DisclosureSEC source: 0001193125-26-119747 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,578,013 Read SEC document |
| March 18, 2026 Filed Mar 18, 2026 20:29 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $16.30 | $32,600.00 |
DisclosureSEC source: 0001193125-26-114077 · ownership.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,576,013 Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:29 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 2,000 | $15.68 | $31,360.00 |
DisclosureSEC source: 0001193125-26-114077 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,574,013 Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:30 UTC | HCI Group, Inc. HCI · Entity 4402 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $40.00 Strike: $40.00 | $800,000.00 |
DisclosureSEC source: 0001193125-26-067203 · ownership.xml · derivative · entry 6 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Common · 20,000 shares Expires 2027-01-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F4 · derivative.exercise_date: 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. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:30 UTC | HCI Group, Inc. HCI · Entity 4402 | Exercise / conversionCommon Stock | 20,000 | $40.00 | $800,000.00 |
DisclosureSEC source: 0001193125-26-067203 · ownership.xml · nonDerivative · entry 5 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:11 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 50,000 | $21.00 | $1,050,000.00 |
DisclosureSEC source: 0000897069-25-001653 · form4.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,572,013 Read SEC document |
| April 17, 2024 Filed Apr 22, 2024 20:28 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-046455 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 F1 · price: 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. Read SEC document |
| April 11, 2024 Filed Apr 11, 2024 21:47 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon Stock | 500 | $111.00 | $55,500.00 |
DisclosureSEC source: 0000950170-24-043802 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,500 Read SEC document |
| April 09, 2024 Filed Apr 10, 2024 18:14 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon Stock | 1,000 | $114.90 | $114,900.00 |
DisclosureSEC source: 0000950170-24-043259 · ownership.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,000 Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 22:39 UTC | HCI Group, Inc. HCI · Entity 4402 | OtherCommon Stock | 5,000 | $78.00 | $390,000.00 |
DisclosureSEC source: 0001209191-23-057974 · doc4.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,000 F1 · shares: The Reporting Person purchased 5,000 common shares for $78 per share in a secondary offering. The offering was part of an underwriten public offering of HCI Group, Inc. common shares. F1 · balance_after: The Reporting Person purchased 5,000 common shares for $78 per share in a secondary offering. The offering was part of an underwriten public offering of HCI Group, Inc. common shares. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 20:48 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantStock Option (Right to Buy) · Derivative | 150,000 | Not disclosed Strike: $70.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-049979 · doc4.xml · derivative · entry 10 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common · 150,000 shares Expires 2033-09-15 F4 · security: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F9 · price: The options were granted on September 15, 2023 and the options will vest, if ever, on the date on which the company stock value first equals or exceeds $80.00 for 20 consecutive trading days on the applicable exchange. If the above conditions are met, the options will be exercisable at an exercise price of $70.00 per share. The options will expire on September 15, 2033. F9 · derivative.exercise_date: The options were granted on September 15, 2023 and the options will vest, if ever, on the date on which the company stock value first equals or exceeds $80.00 for 20 consecutive trading days on the applicable exchange. If the above conditions are met, the options will be exercisable at an exercise price of $70.00 per share. The options will expire on September 15, 2033. Read SEC document |
| August 23, 2022 Filed Aug 24, 2022 20:01 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon stock | 1,000 | $51.08 | $51,080.00 |
DisclosureSEC source: 0001209191-22-047313 · doc4.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 37,500 Read SEC document |
| April 05, 2022 Filed Apr 5, 2022 20:52 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon stock | 1,500 | $69.20 | $103,800.00 |
DisclosureSEC source: 0001209191-22-023100 · doc4.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 36,500 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:54 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016147 · doc4.xml · nonDerivative · entry 8 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F6 · shares: 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 trading 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. F6 · price: 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 trading 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. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:54 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016147 · doc4.xml · nonDerivative · entry 7 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F5 · shares: 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 $105 for 30 consecutive trading 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. F5 · price: 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 $105 for 30 consecutive trading 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. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 21:02 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantStock Option (Right to Buy) · Derivative | 110,000 | Not disclosed Strike: $48.00 | Not disclosed |
DisclosureSEC source: 0001209191-20-004241 · doc4.xml · derivative · entry 11 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common · 110,000 shares Expires 2030-01-16 F6 · security: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F10 · price: 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. Commencing on January 16, 2021 and continuing on the same day of each calendar year thereafter through and including January 16, 2024, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including January 16, 2030. F10 · derivative.exercise_date: 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. Commencing on January 16, 2021 and continuing on the same day of each calendar year thereafter through and including January 16, 2024, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including January 16, 2030. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 21:02 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-004241 · doc4.xml · nonDerivative · entry 7 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F5 · shares: Restricted stock grant of 40,000 shares effective January 16, 2020: Restrictions on 10,000 shares will lapse on each of January 16, 2021, January 16, 2022, January 16, 2023, and January 16, 2024. 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 award contract dated January 16, 2020. F5 · price: Restricted stock grant of 40,000 shares effective January 16, 2020: Restrictions on 10,000 shares will lapse on each of January 16, 2021, January 16, 2022, January 16, 2023, and January 16, 2024. 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 award contract dated January 16, 2020. F5 · balance_after: Restricted stock grant of 40,000 shares effective January 16, 2020: Restrictions on 10,000 shares will lapse on each of January 16, 2021, January 16, 2022, January 16, 2023, and January 16, 2024. 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 award contract dated January 16, 2020. Read SEC document |
| May 17, 2019 Filed May 21, 2019 19:31 UTC | HCI Group, Inc. HCI · Entity 4402 | OtherCommon stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-031697 · doc4.xml · nonDerivative · entry 3 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: A restricted stock award of 400,000 shares was granted May 16, 2013 with the provision that any unvested shares would be forfeited six years and one day after the grant date. The award was divided into four tranches of 100,000 shares each for which vesting was dependent upon the Issuer's common stock meeting certain price levels. Of the 400,000 shares, a 100,000 share tranche vested in 2013 and a 100,000 share tranche was cancelled pursuant to an agreement on February 23, 2016. The remaining 200,000 shares were forfeited on May 17, 2019. These shares had been granted pursuant to the Issuer's 2012 Omnibus Incentive Plan. F1 · acquired: A restricted stock award of 400,000 shares was granted May 16, 2013 with the provision that any unvested shares would be forfeited six years and one day after the grant date. The award was divided into four tranches of 100,000 shares each for which vesting was dependent upon the Issuer's common stock meeting certain price levels. Of the 400,000 shares, a 100,000 share tranche vested in 2013 and a 100,000 share tranche was cancelled pursuant to an agreement on February 23, 2016. The remaining 200,000 shares were forfeited on May 17, 2019. These shares had been granted pursuant to the Issuer's 2012 Omnibus Incentive Plan. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 19:40 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon stock | 7,000 | $41.20 | $288,393.00 |
DisclosureSEC source: 0001209191-19-019380 · doc4.xml · nonDerivative · entry 4 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,000 F2 · price: The reported price in Column 4 is a weighted average price. The shares were purchased in two transactions at prices of $41.1739 and $41.2184. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price set forth in this footnote. F3 · ownership.direct: Shares held jointly with spouse. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 20:58 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantStock Option (Right to Buy) · Derivative | 110,000 | Not disclosed Strike: $53.00 | Not disclosed |
DisclosureSEC source: 0001209191-19-004174 · doc4.xml · derivative · entry 10 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common · 110,000 shares Expires 2029-01-15 F6 · security: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F9 · price: 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. Commencing on January 15, 2020 and continuing on the same day of each calendar year thereafter through and including January 15, 2023, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including January 15, 2029. F9 · derivative.exercise_date: 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. Commencing on January 15, 2020 and continuing on the same day of each calendar year thereafter through and including January 15, 2023, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including January 15, 2029. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 20:58 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-004174 · doc4.xml · nonDerivative · entry 7 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F5 · shares: Restricted stock grant of 40,000 shares effective January 15, 2019: Restrictions on 10,000 shares will lapse on each of January 15, 2020, January 15, 2021, January 15, 2022, and January 15, 2023. 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 award contract dated January 15, 2019. F5 · price: Restricted stock grant of 40,000 shares effective January 15, 2019: Restrictions on 10,000 shares will lapse on each of January 15, 2020, January 15, 2021, January 15, 2022, and January 15, 2023. 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 award contract dated January 15, 2019. F5 · balance_after: Restricted stock grant of 40,000 shares effective January 15, 2019: Restrictions on 10,000 shares will lapse on each of January 15, 2020, January 15, 2021, January 15, 2022, and January 15, 2023. 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 award contract dated January 15, 2019. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 20:43 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon Stock | 1,000 | $52.91 | $52,910.00 |
DisclosureSEC source: 0001209191-18-060100 · doc4.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,000 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 20:50 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantStock Option (Right to Buy) · Derivative | 110,000 | Not disclosed Strike: $40.00 | Not disclosed |
DisclosureSEC source: 0001209191-18-009158 · doc4.xml · derivative · entry 8 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common · 110,000 shares Expires 2028-02-08 F5 · security: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F7 · price: 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. Commencing on February 8, 2019 and continuing on the same day of each calendar year thereafter through and including February 8, 2022, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including February 8, 2028. F7 · derivative.exercise_date: 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. Commencing on February 8, 2019 and continuing on the same day of each calendar year thereafter through and including February 8, 2022, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including February 8, 2028. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 20:50 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-009158 · doc4.xml · nonDerivative · entry 6 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F4 · shares: Restricted stock grant of 40,000 shares effective February 8, 2018: Restrictions on 10,000 shares will lapse on each of February 8, 2019, February 8, 2020, February 8, 2021, and February 8, 2022. 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 award contract dated February 8, 2018. F4 · price: Restricted stock grant of 40,000 shares effective February 8, 2018: Restrictions on 10,000 shares will lapse on each of February 8, 2019, February 8, 2020, February 8, 2021, and February 8, 2022. 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 award contract dated February 8, 2018. F4 · balance_after: Restricted stock grant of 40,000 shares effective February 8, 2018: Restrictions on 10,000 shares will lapse on each of February 8, 2019, February 8, 2020, February 8, 2021, and February 8, 2022. 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 award contract dated February 8, 2018. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 20:50 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon stock | 1,000 | $30.30 | $30,300.00 |
DisclosureSEC source: 0001209191-17-065178 · doc4.xml · nonDerivative · entry 2 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 35,000 Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 20:29 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon stock | 1,000 | $36.06 | $36,061.60 |
DisclosureSEC source: 0001209191-17-053607 · doc4.xml · nonDerivative · entry 4 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,000 F2 · price: The reported price in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $35.99 to $36.12 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · ownership.direct: Shares held jointly with spouse. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 19:48 UTC | HCI Group, Inc. HCI · Entity 4402 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $2.50 Strike: $2.50 | $75,000.00 |
DisclosureSEC source: 0001209191-17-041046 · doc4.xml · derivative · entry 6 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 30,000 shares Expires 2017-09-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: The options were granted pursuant to the HCI Group, Inc. 2007 Stock Option and Incentive Plan. F5 · derivative.exercise_date: These options vested and became immediately exercisable upon the fair market value of the Company's Common Stock reaching $7.50 per share. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 19:48 UTC | HCI Group, Inc. HCI · Entity 4402 | Exercise / conversionCommon Stock | 30,000 | $2.50 | $75,000.00 |
DisclosureSEC source: 0001209191-17-041046 · doc4.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 07, 2017 Filed Jan 10, 2017 21:27 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantStock Option (Right to Buy) · Derivative | 110,000 | Not disclosed Strike: $40.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-003193 · doc4.xml · derivative · entry 7 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common · 110,000 shares Expires 2027-01-07 F6 · security: The options were granted pursuant to the HCI Group, Inc. 2012 Omnibus Incentive Plan. F7 · price: 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. Commencing on January 7, 2018 and continuing on the same day of each calendar year thereafter through and including January 7, 2021, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including January 7, 2027. F7 · derivative.exercise_date: 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. Commencing on January 7, 2018 and continuing on the same day of each calendar year thereafter through and including January 7, 2021, the amount of 27,500 options will vest and become exercisable on each such annual vesting date. Once vested, the options may be exercised at any time up to and including January 7, 2027. Read SEC document |
| January 07, 2017 Filed Jan 10, 2017 21:27 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-003193 · doc4.xml · nonDerivative · entry 5 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F3 · shares: Restricted stock grant of 40,000 shares effective January 7, 2017: Restrictions on 10,000 shares will lapse on each of January 7, 2018, January 7, 2019, January 7, 2020, and January 7, 2021. 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 award contract dated January 7, 2017. F3 · price: Restricted stock grant of 40,000 shares effective January 7, 2017: Restrictions on 10,000 shares will lapse on each of January 7, 2018, January 7, 2019, January 7, 2020, and January 7, 2021. 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 award contract dated January 7, 2017. F3 · balance_after: Restricted stock grant of 40,000 shares effective January 7, 2017: Restrictions on 10,000 shares will lapse on each of January 7, 2018, January 7, 2019, January 7, 2020, and January 7, 2021. 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 award contract dated January 7, 2017. Read SEC document |
| October 06, 2016 Filed Oct 12, 2016 12:32 UTC | HCI Group, Inc. HCI · Entity 4402 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $2.50 Strike: $2.50 | $75,000.00 |
DisclosureSEC source: 0001209191-16-145663 · doc4.xml · derivative · entry 5 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common · 30,000 shares Expires 2017-09-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The options were granted pursuant to the HCI Group, Inc. 2007 Stock Option and Incentive Plan. F4 · derivative.exercise_date: These options vested and became immediately exercisable upon the fair market value of the Company's Common Stock reaching $7.50 per share. Read SEC document |
| October 06, 2016 Filed Oct 12, 2016 12:32 UTC | HCI Group, Inc. HCI · Entity 4402 | Exercise / conversionCommon Stock | 30,000 | $2.50 | $75,000.00 |
DisclosureSEC source: 0001209191-16-145663 · doc4.xml · nonDerivative · entry 1 Patel Paresh · CIK 0001439934 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.