The Exzeo Group, Inc. (NYSE: XZO) SEC filings page provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. Exzeo is a Florida corporation and an emerging growth company that submits registration statements, current reports, and other required filings related to its Insurance-as-a-Service business for property and casualty insurance carriers.
Through this page, users can review Forms 8-K in which Exzeo reports material events such as quarterly financial results, earnings conference calls, executive compensation decisions, and trading plans adopted under Rule 10b5-1. For example, the company has filed 8-Ks describing its third quarter financial results, the scheduling of earnings calls, cash bonuses and salary decisions for certain executives, and a 10b5-1 trading plan to acquire shares of its common stock.
Investors can also locate filings associated with Exzeo’s initial public offering, including the Form S-1 registration statement that became effective under Section 8(a) of the Securities Act of 1933. Over time, this page will surface periodic reports and additional current reports that detail Exzeo’s financial condition, use of non-GAAP measures, and other disclosures relevant to its technology platform and insurance-sector operations.
Stock Titan enhances these filings with AI-powered summaries that explain the key points of lengthy documents, helping readers understand items such as non-GAAP metrics, definitions of Managed Premium and Annual Recurring Revenue, and the significance of executive compensation or trading plan disclosures. Real-time updates from EDGAR, combined with simplified explanations, allow users to follow Exzeo’s regulatory history and corporate developments efficiently.
Exzeo Group, Inc. reported that its Board of Directors has authorized a stock repurchase program to purchase up to $25 million of its common shares, subject to market conditions. The company may repurchase shares for cash through open market purchases, block trades, privately negotiated transactions, or trading programs intended to qualify under Rule 10b5-1, in accordance with Rule 10b-18 and other applicable securities laws. The program has a one-year term, does not require Exzeo to repurchase a specific number of shares, and may be canceled or suspended at any time without notice. Details of any repurchases will be reported in future Form 10-Q and Form 10-K filings.
Exzeo Group reported continued profitability for the quarter ended June 30, 2026. Revenue was $57,787 thousand, slightly higher than a year earlier, while net income rose to $23,269 thousand and basic and diluted EPS were $0.26. For the first six months, revenue reached $113,321 thousand and net income $43,675 thousand, with EPS of $0.48. Gross profit increased as cost of revenue declined, though selling, general and administrative expenses grew.
Cash and cash equivalents were $136,731 thousand at June 30, 2026, as Exzeo invested in $197,072 thousand of U.S. Treasury securities classified as available-for-sale, boosting investment income and creating modest unrealized losses in other comprehensive income. Shareholders’ equity was $288,171 thousand. Affiliates of controlling shareholder HCI collectively accounted for 85.6% of second-quarter revenue, indicating significant related-party concentration. The company repurchased 834,250 shares for approximately $12,000 thousand under a completed share repurchase program and subsequently created Exzeo Ventures to develop AI-native products focused on insurance applications.
Exzeo Group, Inc. reported solid results for the quarter ended June 30, 2026. Revenue rose to $57.8 million from $56.1 million, while net income increased to $23.3 million from $21.7 million, with basic and diluted EPS steady at $0.26. Year-to-date, revenue reached $113.3 million and net income $43.7 million, with EPS of $0.48.
Key operating metrics continued to expand: Managed Premium grew to $1.40 billion from $1.22 billion and Annual Recurring Revenue to $210.7 million from $195.3 million. Adjusted EBITDA was $29.9 million for the quarter and $56.5 million year-to-date, though Adjusted EBITDA Margin declined to 53% from 57% as the company increased spending on workforce and infrastructure.
Liquidity remains strong, with $333.8 million in cash, cash equivalents and investments, including $136.7 million in cash. Year-to-date net cash provided by operating activities was $40.9 million, down from $57.5 million, and Free Cash Flow was $40.4 million. Exzeo repurchased 726,828 shares in the quarter for approximately $10.0 million, completing a $12.0 million program in July totaling 834,250 shares. The company also launched Exzeo Ventures, a new division focused on AI-native products and businesses.
Exzeo Group, Inc. reported the results of its Annual Meeting of Shareholders held on June 9, 2026. Shareholders elected two Class A directors to three-year terms ending at the 2029 Annual Meeting. Paresh Patel received 84,021,405 votes for and 231,361 votes withheld, while Irene Hurst received 81,836,620 votes for and 2,416,146 votes withheld.
Shareholders also ratified the appointment of Forvis Mazars, LLP as Exzeo’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 85,524,086 votes for, 12,889 against, and 101,423 abstentions.
Exzeo Group, Inc. director and Chief Executive Officer Paresh Patel reported an open-market purchase of 2,000 shares of common stock at $13.67 per share. Following this transaction, he directly holds 1,672,013 common shares.
He also holds a stock option granted on October 1, 2021 to buy 5,000,000 common shares at an exercise price of $23.00 per share, expiring on October 1, 2031. The option vested one-fourth on October 1, 2022 and in additional installments each quarter thereafter.
Exzeo Group, Inc. director and Chief Executive Officer Paresh Patel reported an open-market purchase of 2,000 shares of common stock at $13.26 per share. Following this transaction, he directly holds 1,670,013 shares of common stock.
The filing also shows a previously granted stock option to purchase 5,000,000 shares of common stock at an exercise price of $23.00 per share, expiring on October 1, 2031. According to the footnote, this option was granted on October 1, 2021 and vests over time, with one quarter vesting on October 1, 2022 and additional portions vesting on specified quarterly dates thereafter.
Exzeo Group, Inc. has launched a new stock repurchase program authorizing the purchase of up to $12 million of its common shares under a Rule 10b5-1 trading plan. The authorization is effective immediately and allows repurchases in open market, block, or privately negotiated transactions, subject to securities law constraints.
Management states the company generates strong positive cash flow and has a debt-free balance sheet, and will use a portion of earnings to fund buybacks. A third-party broker will execute repurchases within preset price, volume, and timing parameters. The program is discretionary, may be suspended or canceled at any time, and the actual number of shares repurchased will depend on market conditions and plan constraints.
Exzeo Group, Inc. director and Chief Executive Officer Paresh Patel reported an open-market purchase of 2,000 shares of common stock at $12.92 per share on May 22, 2026. Following this trade, he directly owns 1,668,013 shares of Exzeo common stock.
The filing also shows a previously granted stock option to purchase 5,000,000 shares of common stock at an exercise price of $23.00 per share, expiring on October 1, 2031. According to the vesting schedule, one fourth vested on October 1, 2022, with additional portions vesting quarterly thereafter.
Exzeo Group, Inc. director and CEO Paresh Patel reported buying 2,000 shares of common stock in an open-market transaction at $12.82 per share. After this purchase, he directly owns 1,666,013 common shares.
The filing also shows a previously granted stock option giving him the right to buy 5,000,000 common shares at $23.00 per share, expiring on October 1, 2031. According to the footnote, this option was granted on October 1, 2021 and vests over time, with one quarter vesting on October 1, 2022 and additional portions vesting each January 1, April 1, July 1, and October 1 thereafter.
Exzeo Group, Inc. director and Chief Executive Officer Paresh Patel reported an open-market purchase of 2,000 shares of common stock on May 20, 2026 at $13.33 per share. Following this trade, he directly holds 1,664,013 common shares.
He also holds a stock option granted on October 1, 2021 to purchase 5,000,000 shares of common stock at an exercise price of $23.00 per share, expiring on October 1, 2031, with vesting in scheduled installments.