Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | Director | May 12, 2023 | May 16, 2023 |
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.
ASSURANT, INC.
Report date May 12, 2023 · Filed May 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,225 |
Reported balance
After 2023-05-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-12 · Grant · Acquired 1,235 · Balance 15,225 F1: These shares are represented by restricted stock units. F2: Includes restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 851 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 851 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are represented by restricted stock units.
F2: Includes restricted stock units.
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 12, 2023 Filed May 16, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029845 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,225 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 13, 2022 Filed May 16, 2022 21:02 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029204 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,990 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032796 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,109 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 07, 2020 Filed May 11, 2020 20:48 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028322 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,104 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 08, 2019 Filed May 9, 2019 20:53 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028513 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,783 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 11, 2018 Filed May 14, 2018 21:32 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029931 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,227 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| December 28, 2017 Filed Jan 3, 2018 21:43 UTC | ASSURANT, INC. AIZ · Entity 3387 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000946 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 851 Read SEC document |
| May 12, 2017 Filed May 16, 2017 20:53 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032740 · doc4.xml · nonDerivative · entry 1 STEIN ROBERT W · CIK 0001531254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,799 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. 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.