Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Exzeo Group, Inc.XZO · Entity 4690 | Director | November 06, 2025 | November 07, 2025 |
| HCI Group, Inc.HCI · Entity 4402 | Director | June 04, 2020 | June 08, 2020 |
| SUPERIOR GROUP OF COMPANIES, INC.SGC · Entity 6345 | Director | May 07, 2026 | May 11, 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 November 06, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,000 |
Reported balance
After 2025-11-06 transaction · row 1
1 source rowRow 1 · 2025-11-06 · Purchase · Acquired 4,000 · Balance 110,000 |
HCI Group, Inc.
Report date June 04, 2020 · Filed June 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 524 |
Reported balance
After 2020-06-04 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2020-06-04 · Grant · Acquired 524 · Balance 524 F1: Restricted stock grant of 524 shares effective 6/4/2020: The restricted shares will vest on 5/24/2021. 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 agreement dated 6/4/2020. |
| Common StockSEC Table I · non-derivative | Direct | 1,543 |
Reported balance
Holding disclosure · report date 2020-06-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,543 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant of 524 shares effective 6/4/2020: The restricted shares will vest on 5/24/2021. 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 agreement dated 6/4/2020.
SUPERIOR GROUP OF COMPANIES, INC.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,694 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 9,583 · Balance 25,694 F1: This is a restricted stock award which vests on the third anniversary of the grant date or 05/07/2029. F2: On May 7, 2026, the date such restricted stock award was granted, the closing price of the issuer's common stock on the NASDAQ was $12.00 per share. F3: Certain of these shares were granted under restricted stock awards and are subject to forfeiture. Of such shares, 22,194 continue to be subject to forfeiture as of the date of this filing. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a restricted stock award which vests on the third anniversary of the grant date or 05/07/2029.
F2: On May 7, 2026, the date such restricted stock award was granted, the closing price of the issuer's common stock on the NASDAQ was $12.00 per share.
F3: Certain of these shares were granted under restricted stock awards and are subject to forfeiture. Of such shares, 22,194 continue to be subject to forfeiture as of the date of this filing.
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 07, 2026 Filed May 11, 2026 18:46 UTC | SUPERIOR GROUP OF COMPANIES, INC. SGC · Entity 6345 | GrantCommon Stock | 9,583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-016078 · rdgdoc.xml · nonDerivative · entry 1 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,694 F1 · shares: This is a restricted stock award which vests on the third anniversary of the grant date or 05/07/2029. F2 · price: On May 7, 2026, the date such restricted stock award was granted, the closing price of the issuer's common stock on the NASDAQ was $12.00 per share. F3 · balance_after: Certain of these shares were granted under restricted stock awards and are subject to forfeiture. Of such shares, 22,194 continue to be subject to forfeiture as of the date of this filing. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:23 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 4,000 | $21.00 | $84,000.00 |
DisclosureSEC source: 0000897069-25-001667 · form4.xml · nonDerivative · entry 1 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,000 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 19:05 UTC | SUPERIOR GROUP OF COMPANIES, INC. SGC · Entity 6345 | GrantCommon Stock | 8,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-021947 · rdgdoc.xml · nonDerivative · entry 1 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,111 F1 · shares: This is a restricted stock award which vests on the third anniversary of the grant date or 07/01/2028. F2 · price: On July 1, 2025, the date such restricted stock award was granted, the closing price of the issuer's common stock on the NASDAQ was $10.74 per share. F3 · balance_after: Certain of these shares were granted under restricted stock awards and are subject to forfeiture. Of such shares, 12,611 continue to be subject to forfeiture as of the date of this filing. Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 18:16 UTC | SUPERIOR GROUP OF COMPANIES, INC. SGC · Entity 6345 | PurchaseCommon Stock | 3,500 | $13.20 | $46,183.20 |
DisclosureSEC source: 0001437749-24-026982 · rdgdoc.xml · nonDerivative · entry 1 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,266 F1 · price: Price reflected is the weighted-average purchase price for shares purchased. The shares were purchased in multiple transactions, and the range of purchase prices for the transactions reported was $13.195 to $13.2017. The reporting person undertakes to provide to the issuer, any security holder of the issuer or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares purchased at each separate price. F2 · balance_after: Certain of these shares were granted under restricted stock awards and are subject to forfeiture. Of such shares, 3,766 continue to be subject to forfeiture as of the date of this filing. Read SEC document |
| May 09, 2024 Filed May 10, 2024 14:58 UTC | SUPERIOR GROUP OF COMPANIES, INC. SGC · Entity 6345 | GrantNQ Stock Options · Derivative | 2,750 | $19.91 Strike: $19.91 | $54,752.50 |
DisclosureSEC source: 0001437749-24-015892 · rdgdoc.xml · derivative · entry 2 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,750 Underlying: Common Stock · 2,750 shares Expires 2034-05-09 Read SEC document |
| May 09, 2024 Filed May 10, 2024 14:58 UTC | SUPERIOR GROUP OF COMPANIES, INC. SGC · Entity 6345 | GrantCommon Stock | 3,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-015892 · rdgdoc.xml · nonDerivative · entry 1 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,766 F1 · shares: This is a restricted stock award which vests on the third anniversary of the grant date or 05/09/2027. F2 · price: On May 9, 2024, the date such awards were granted, the closing price of the issuer's common stock on the NASDAQ was $19.91 per share. F3 · balance_after: Certain of these shares were granted under restricted stock awards and are subject to forfeiture. Of such shares, 3,766 continue to be subject to forfeiture as of the date of this filing. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:16 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-034968 · doc4.xml · nonDerivative · entry 2 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524 F1 · shares: Restricted stock grant of 524 shares effective 6/4/2020: The restricted shares will vest on 5/24/2021. 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 agreement dated 6/4/2020. F1 · price: Restricted stock grant of 524 shares effective 6/4/2020: The restricted shares will vest on 5/24/2021. 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 agreement dated 6/4/2020. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:12 UTC | HCI Group, Inc. HCI · Entity 4402 | GrantCommon Stock | 593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-049142 · doc4.xml · nonDerivative · entry 2 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593 F1 · shares: Restricted stock grant of 593 shares effective 9/9/2019: The restricted shares will vest on 6/1/2020. 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 9/9/2019. F1 · price: Restricted stock grant of 593 shares effective 9/9/2019: The restricted shares will vest on 6/1/2020. 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 9/9/2019. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 19:46 UTC | HCI Group, Inc. HCI · Entity 4402 | PurchaseCommon Stock | 950 | $41.13 | $39,071.60 |
DisclosureSEC source: 0001209191-19-035758 · doc4.xml · nonDerivative · entry 1 Spencer Loreen M · CIK 0001774105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 950 F1 · price: The reported price in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $41.065 to $41.27 per share, inclusive. The reporting person undertakes to provide 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. 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.