Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | EVP | March 16, 2021 | March 18, 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 March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,746 |
Reported balance
After 2021-03-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-16 · Grant · Acquired 436 · Balance 10,746 F1: These shares are represented by restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 10,502 |
Reported balance
After 2021-03-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-03-16 · Tax withholding · Disposed 244 · Balance 10,502 F2: Includes restricted stock units. |
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 |
|---|---|---|---|---|---|---|
| March 16, 2021 Filed Mar 18, 2021 21:06 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 244 | $137.39 | $33,523.16 |
DisclosureSEC source: 0001209191-21-021806 · doc4.xml · nonDerivative · entry 2 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,502 F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:06 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021806 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,746 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020027 · doc4.xml · nonDerivative · entry 3 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,310 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 40 | $83.90 | $3,356.00 |
DisclosureSEC source: 0001209191-20-020027 · doc4.xml · nonDerivative · entry 2 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,596 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 145 | $83.90 | $12,165.50 |
DisclosureSEC source: 0001209191-20-020027 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,636 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 229 | $96.61 | $22,123.69 |
DisclosureSEC source: 0001209191-20-019325 · doc4.xml · nonDerivative · entry 2 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,781 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 12, 2020 PSU vesting. F3 · balance_after: Includes restricted stock units. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-019325 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,010 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2017-2019 performance cycle. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:12 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 64 | $109.05 | $6,979.20 |
DisclosureSEC source: 0001209191-20-018162 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,072 F1 · balance_after: Includes restricted stock units. Read SEC document |
| November 25, 2019 Filed Nov 25, 2019 21:28 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 1,000 | $132.00 | $132,000.00 |
DisclosureSEC source: 0001209191-19-057933 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,136 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 21:04 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020301 · doc4.xml · nonDerivative · entry 2 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,136 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 21:04 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 145 | $98.73 | $14,315.85 |
DisclosureSEC source: 0001209191-19-020301 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,642 Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 146 | $99.96 | $14,594.16 |
DisclosureSEC source: 0001209191-19-018837 · doc4.xml · nonDerivative · entry 4 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,787 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 10, 2019 PSU vesting. F3 · balance_after: Includes restricted stock units. Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018837 · doc4.xml · nonDerivative · entry 3 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,933 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2016-2018 performance cycle. Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 62 | $99.96 | $6,197.52 |
DisclosureSEC source: 0001209191-19-018837 · doc4.xml · nonDerivative · entry 2 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,335 Read SEC document |
| March 09, 2019 Filed Mar 12, 2019 20:47 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 64 | $99.96 | $6,397.44 |
DisclosureSEC source: 0001209191-19-018837 · doc4.xml · nonDerivative · entry 1 Schultz Tammy L. · CIK 0001762808 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,397 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.