Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | EVP, COO | September 08, 2021 | September 10, 2021 |
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 September 08, 2021 · Filed September 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,219 |
Reported balance
After 2021-09-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-08 · Tax withholding · Disposed 2,975 · Balance 13,219 F1: Includes restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 66,796 |
Reported balance
Holding disclosure · report date 2021-09-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 66,796 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| September 08, 2016 Filed Sep 12, 2016 16:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140954 · doc4.xml · nonDerivative · entry 1 Mergelmeyer Gene · CIK 0001407462 · EVP, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,690 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.