Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Exzeo Group, Inc.XZO · Entity 4690 | Director · President | 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 | 715,135 |
Reported balance
After 2025-12-18 transaction · row 1
1 source rowRow 1 · 2025-12-18 · Purchase · Acquired 12,510 · Balance 715,135 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2031-10-01 | Direct | 1,000,000 |
Reported balance
Holding disclosure · report date 2025-12-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,000,000 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.
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 16:05 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 12,510 | $19.58 | $244,945.80 |
DisclosureSEC source: 0001193125-25-328720 · ownership.xml · nonDerivative · entry 1 Mitchell Kevin Andrew · CIK 0002094896 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715,135 Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 16:19 UTC | Exzeo Group, Inc. XZO · Entity 4690 | PurchaseCommon Stock | 1,000 | $21.00 | $21,000.00 |
DisclosureSEC source: 0000897069-25-001663 · form4.xml · nonDerivative · entry 1 Mitchell Kevin Andrew · CIK 0002094896 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 702,625 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.