Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Exzeo Group, Inc.XZO · Entity 4690 | General Counsel | December 18, 2025 | December 22, 2025 |
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 December 18, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,026 |
Ending reported balance
After 2025-12-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-18 · Tax withholding · Disposed 3,896 · Balance 238,006 F1: The disposal reported on this Form 4 represents shares sold by the Reporting Person to cover tax witholding obligations in connection with the vesting and settlement of RSUs. Row 2 · 2025-12-18 · Purchase · Acquired 10,020 · Balance 248,026 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
Holding disclosure · report date 2025-12-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2031-10-01 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2025-12-18 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 100,000 F2: 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: The disposal reported on this Form 4 represents shares sold by the Reporting Person to cover tax witholding obligations in connection with the vesting and settlement of RSUs.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| December 18, 2025 Filed Dec 22, 2025 21:05 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 10,020 | $19.58 | $196,191.60 |
DisclosureSEC source: 0001193125-25-328713 · ownership.xml · nonDerivative · entry 2 Baker Brook Armstrong · CIK 0002094018 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,026 Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:05 UTC | Exzeo Group, Inc. XZO · Entity 4690 | Tax withholdingCommon Stock | 3,896 | $19.58 | $76,283.68 |
DisclosureSEC source: 0001193125-25-328713 · ownership.xml · nonDerivative · entry 1 Baker Brook Armstrong · CIK 0002094018 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,006 F1 · acquired: The disposal reported on this Form 4 represents shares sold by the Reporting Person to cover tax witholding obligations in connection with the vesting and settlement of RSUs. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:16 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,000 | $21.00 | $21,000.00 |
DisclosureSEC source: 0000897069-25-001659 · form4.xml · nonDerivative · entry 1 Baker Brook Armstrong · CIK 0002094018 · General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,000 Read SEC document |
| November 06, 2025 Filed Dec 9, 2025 21:13 UTC Amendment | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,000 | $21.00 | $21,000.00 |
DisclosureSEC source: 0000897069-25-001780 · form4.xml · nonDerivative · entry 1 Baker Brook Armstrong · CIK 0002094018 · General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,000 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.