Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | EVP, Chief Legal Officer · Secretary | April 21, 2017 | April 25, 2017 |
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 April 21, 2017 · Filed April 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,852 |
Reported balance
After 2017-04-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-21 · Grant · Acquired 10,853 · Balance 91,852 F1: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2014-2016 performance cycle. |
| Common StockSEC Table I · non-derivative | Direct | 86,227 |
Reported balance
After 2017-04-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-04-21 · Tax withholding · Disposed 5,625 · Balance 86,227 F2: Represents shares withheld to satisfy withholding obligations upon the April 21, 2017 PSU vesting. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2014-2016 performance cycle.
F2: Represents shares withheld to satisfy withholding obligations upon the April 21, 2017 PSU vesting.
F3: 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 |
|---|---|---|---|---|---|---|
| April 21, 2017 Filed Apr 25, 2017 18:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 5,625 | $94.70 | $532,687.50 |
DisclosureSEC source: 0001209191-17-028167 · doc4.xml · nonDerivative · entry 2 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,227 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the April 21, 2017 PSU vesting. F3 · balance_after: Includes restricted stock units. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 18:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 10,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028167 · doc4.xml · nonDerivative · entry 1 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,852 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2014-2016 performance cycle. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 16:39 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 672 | $99.41 | $66,803.52 |
DisclosureSEC source: 0001209191-17-020829 · doc4.xml · nonDerivative · entry 1 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,999 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 12, 2017 Filed Mar 14, 2017 16:20 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 731 | $99.64 | $72,836.84 |
DisclosureSEC source: 0001209191-17-020506 · doc4.xml · nonDerivative · entry 2 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,671 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:20 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 639 | $99.64 | $63,669.96 |
DisclosureSEC source: 0001209191-17-020506 · doc4.xml · nonDerivative · entry 1 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,402 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 17:59 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020275 · doc4.xml · nonDerivative · entry 3 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,041 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 07, 2017 Filed Mar 13, 2017 17:59 UTC | ASSURANT, INC. AIZ · Entity 3387 | GiftCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020275 · doc4.xml · nonDerivative · entry 2 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,291 Read SEC document |
| March 03, 2017 Filed Mar 13, 2017 17:59 UTC | ASSURANT, INC. AIZ · Entity 3387 | GiftCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020275 · doc4.xml · nonDerivative · entry 1 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,392 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 16:55 UTC | ASSURANT, INC. AIZ · Entity 3387 | GiftCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155188 · doc4.xml · nonDerivative · entry 1 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,493 F1 · balance_after: Includes restricted stock units. Read SEC document |
| November 29, 2016 Filed Dec 7, 2016 16:35 UTC | ASSURANT, INC. AIZ · Entity 3387 | GiftCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153907 · doc4.xml · nonDerivative · entry 1 Schwartz Bart · CIK 0001433761 · EVP, Chief Legal Officer · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,601 F1 · 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.