Hartford Insurance CFO gifts 10,000 shares
After the gift, the EVP and CFO directly held 82,988 common shares, and the report lists nine stock-option positions.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Hartford Insurance Group, Inc.’s EVP and CFO, Beth Ann Costello, reported a gift of 10,000 common shares to a charitable donor-advised fund on October 28, 2026, under a Rule 10b5-1 plan she adopted July 28, 2026. She directly held 82,988 common shares after the gift. The report also lists nine direct stock-option positions, with exercise prices from $49.01 to $140.54 and expiration dates from February 27, 2028 through February 24, 2036.
Insider Trade Summary 10b5-1
10,000 shares gifted
Gift
1 txn
Insider
Costello Beth Ann
Role
EVP and CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 10,000 | $0.00 | $0.00 |
| Holding | Stock Option F2 | -- | -- | -- |
| Holding | Stock Option F3 | -- | -- | -- |
| Holding | Stock Option F4 | -- | -- | -- |
| Holding | Stock Option F5 | -- | -- | -- |
| Holding | Stock Option F6 | -- | -- | -- |
| Holding | Stock Option F7 | -- | -- | -- |
| Holding | Stock Option F8 | -- | -- | -- |
| Holding | Stock Option F9 | -- | -- | -- |
| Holding | Stock Option F10 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 82,988.282 shares (Direct);
Stock Option — 479,602 contracts (Direct)
Holdings Before and After:
Common Stock, 92,988.282 to 82,988.282 shares (Direct)
Footnotes (10)
- F1. This transaction involved a gift to a charitable donor-advised fund, effected pursuant to a trading plan previously adopted by Ms. Costello on July 28, 2026 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934.
- F2. The options became fully exercisable on February 26, 2022, the third anniversary of the grant date.
- F3. The options became fully exercisable on February 23, 2024, the third anniversary of the grant date.
- F4. The options became fully exercisable on February 27, 2021, the third anniversary of the grant date.
- F5. The options became fully exercisable on February 25, 2023, the third anniversary of the grant date.
- F6. The options became fully exercisable on February 23, 2025, the third anniversary of the grant date.
- F7. The options became fully exercisable on February 28, 2026, the third anniversary of the grant date.
- F8. One-third of the options became exercisable on February 27, 2025, an additional one-third of the options became exercisable on February 27, 2026 and the remaining one-third of the options will become exercisable on February 27, 2027, the third anniversary of the grant date.
- F9. One-third of the options became exercisable on February 25, 2026, an additional one-third of the options will become exercisable on February 25, 2027 and the remaining one-third of the options will become exercisable on February 25, 2028, the third anniversary of the grant date.
- F10. One-third of the options will become exercisable on February 24, 2027, an additional one-third of the options will become exercisable on February 24, 2028 and the remaining one-third of the options will become exercisable on February 24, 2029, the third anniversary of the grant date.
Key Figures
Gifted common shares: 10,000 shares
Direct common shares held after gift: 82,988 shares
Stock options: 75,790 underlying shares; $49.01 exercise price
+2 more
5 metrics
Gifted common shares
10,000 shares
Gift to a charitable donor-advised fund on October 28, 2026
Direct common shares held after gift
82,988 shares
Following the October 28, 2026 gift
Stock options
75,790 underlying shares; $49.01 exercise price
Expiration date February 26, 2029
Stock options
67,204 underlying shares; $51.87 exercise price
Expiration date February 23, 2031
Stock options
22,051 underlying shares; $140.54 exercise price
Expiration date February 24, 2036
Key Terms
Rule 10b5-1, charitable donor-advised fund, fully exercisable, exercise price
4 terms
Rule 10b5-1 regulatory
"in accordance with Rule 10b5-1"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
charitable donor-advised fund financial
"a gift to a charitable donor-advised fund"
fully exercisable technical
"options became fully exercisable"
exercise price financial
"exercise price of $49.0100"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What vesting schedules did HIG report for Beth Ann Costello’s stock options?
Three option positions have phased schedules. For one, one-third became exercisable on February 27, 2025, another third on February 27, 2026, and the remainder will become exercisable on February 27, 2027. A second follows February 25 dates in 2026, 2027 and 2028; a third follows February 24 dates in 2027, 2028 and 2029.
AI-generated analysis. How Rhea-AI works. Not financial advice.
