Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | EVP, CSTO | June 22, 2026 | June 23, 2026 |
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 June 22, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,373.727 |
Reported balance
After 2026-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-22 · Sale · Disposed 7,000 · Balance 27,373.727 F1: All of the sales set forth on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 20, 2026. F2: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $261.2400 through $264.6100, inclusive. The Reporting Person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to Form 4. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the sales set forth on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 20, 2026.
F2: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $261.2400 through $264.6100, inclusive. The Reporting Person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to Form 4.
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jun 23, 2026 20:30 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 7,000 | $262.71 | $1,838,967.90 |
DisclosureSEC source: 0001193125-26-279551 · ownership.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP, CSTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,373.727 F1 · shares: All of the sales set forth on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 20, 2026. F2 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $261.2400 through $264.6100, inclusive. The Reporting Person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to Form 4. F3 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:56 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-114213 · ownership.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP, CSTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,373.727 F3 · shares: These shares are represented by restricted stock units. F4 · balance_after: Includes 42.196 shares and 42.159 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2025 and December 31, 2025. F5 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:56 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 6,699 | $222.15 | $1,488,182.85 |
DisclosureSEC source: 0001193125-26-114213 · ownership.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP, CSTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,530.727 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2026 vesting of PSUs and restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:56 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 13,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-114213 · ownership.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP, CSTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,229.727 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2023-2025 performance cycle. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 3,500 | $212.39 | $743,354.15 |
DisclosureSEC source: 0000950170-25-043931 · ownership.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,731.372 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $212.0700 through $212.9600 inclusive. The reporting person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to Form 4. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 3,813 | $211.20 | $805,305.60 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 8 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,231.372 F3 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2025 PSU vesting. F4 · balance_after: Includes restricted stock units. F5 · balance_after: Includes 50.125 shares and 49.933 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30 and December 31, 2024 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 8,905 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 7 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,044.372 F2 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2022-2024 performance cycle. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,769 | $211.20 | $584,812.80 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 6 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,139.372 F3 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2025 PSU vesting. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 6,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 5 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,908.372 F2 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2022-2024 performance cycle. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 246 | $211.20 | $51,955.20 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 4 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,719.372 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 353 | $211.20 | $74,553.60 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,965.372 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 225 | $211.20 | $47,520.00 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,318.372 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,657 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041363 · ownership.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,543.372 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| May 16, 2024 Filed May 20, 2024 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 2,700 | $176.12 | $475,529.13 |
DisclosureSEC source: 0000950170-24-062515 · ownership.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,786.314 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $175.92 through $176.34, inclusive. The reporting person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to Form 4. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,632 | $181.16 | $476,813.12 |
DisclosureSEC source: 0000950170-24-033639 · ownership.xml · nonDerivative · entry 6 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,486.314 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2024 PSU vesting. F3 · balance_after: Includes restricted stock units. F4 · balance_after: Includes 66.221 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 31, 2023. Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 6,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033639 · ownership.xml · nonDerivative · entry 5 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,118.314 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2021-2023 performance cycle. Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 226 | $181.16 | $40,942.16 |
DisclosureSEC source: 0000950170-24-033639 · ownership.xml · nonDerivative · entry 4 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,840.314 Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 273 | $181.16 | $49,456.68 |
DisclosureSEC source: 0000950170-24-033639 · ownership.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,066.314 Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 354 | $181.16 | $64,130.64 |
DisclosureSEC source: 0000950170-24-033639 · ownership.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,339.314 Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,646 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033639 · ownership.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · Chief Marketing & Risk Officer · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,693.314 Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 3,000 | $144.43 | $433,302.60 |
DisclosureSEC source: 0001209191-23-045036 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,981.093 F1 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.3000 through $144.7050, inclusive. The reporting person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price with the ranges set forth in this footnote to Form 4. F2 · balance_after: Includes 66.2940 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2023. F3 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 1,963 | $110.97 | $217,834.11 |
DisclosureSEC source: 0001209191-23-020062 · doc4.xml · nonDerivative · entry 6 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,914.809 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2023 PSU vesting. F3 · balance_after: Includes restricted stock units. F4 · balance_after: Includes 66.6340 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 30, 2022. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 6,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020062 · doc4.xml · nonDerivative · entry 5 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,877.809 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2020-2022 performance cycle. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 2,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020062 · doc4.xml · nonDerivative · entry 4 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,709.809 Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 227 | $110.97 | $25,190.19 |
DisclosureSEC source: 0001209191-23-020062 · doc4.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,343.809 Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 274 | $110.97 | $30,405.78 |
DisclosureSEC source: 0001209191-23-020062 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,570.809 Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 373 | $110.97 | $41,391.81 |
DisclosureSEC source: 0001209191-23-020062 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,844.809 Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 22:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 1,353 | $125.76 | $170,153.28 |
DisclosureSEC source: 0001209191-22-057881 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,151.175 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 53.326 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2022. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 2,200 | $183.19 | $403,009.20 |
DisclosureSEC source: 0001209191-22-021601 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,450.849 F1 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.87 through $183.36, inclusive. The reporting person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price with the ranges set forth in this footnote to Form 4. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 1,666 | $174.36 | $290,483.76 |
DisclosureSEC source: 0001209191-22-020054 · doc4.xml · nonDerivative · entry 4 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,650.849 F3 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2022 PSU vesting. F4 · balance_after: Includes restricted stock units. F5 · balance_after: Includes 53.466 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 31, 2021. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 4,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020054 · doc4.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,316.849 F2 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2019-2021 performance cycle. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 850 | $174.36 | $148,206.00 |
DisclosureSEC source: 0001209191-22-020054 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,795.849 Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020054 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,645.849 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 22:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 226 | $160.56 | $36,286.56 |
DisclosureSEC source: 0001209191-21-065511 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,086.383 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 63.0780 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2021. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 1,979 | $163.38 | $323,334.56 |
DisclosureSEC source: 0001209191-21-039214 · doc4.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,249.305 F4 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.64 through $163.63, inclusive. F5 · balance_after: Includes restricted stock units. F6 · balance_after: Includes 82.451 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 31, 2020. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 418 | $163.72 | $68,434.67 |
DisclosureSEC source: 0001209191-21-039214 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,228.305 F3 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.65 through $163.88, inclusive. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 303 | $161.85 | $49,039.58 |
DisclosureSEC source: 0001209191-21-039214 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,646.305 F1 · kind: All of the sales set forth on this Form 4 were made pursuant to a 10b5-1 Plan adopted by the Reporting Person on May 25, 2021. F2 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.58 through $162.53, inclusive. The reporting person undertakes to provide Assurant, Inc., any security holder of Assurant, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price with the ranges set forth in footnotes (1), (2), and (3) to this Form 4. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 1,985 | $137.39 | $272,719.15 |
DisclosureSEC source: 0001209191-21-021800 · doc4.xml · nonDerivative · entry 4 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,949.305 F3 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2021 PSU vesting. F4 · balance_after: Includes restricted stock units. F5 · balance_after: Includes 82.451 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 31, 2020. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 5,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021800 · doc4.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,934.305 F2 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2018-2020 performance cycle. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 894 | $137.39 | $122,826.66 |
DisclosureSEC source: 0001209191-21-021800 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,380.305 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021800 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,274.305 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 22:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 151 | $137.11 | $20,703.61 |
DisclosureSEC source: 0001209191-20-059161 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,371.854 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 80.679 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2020. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:44 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 2,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020025 · doc4.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,442.175 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 20:44 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 135 | $83.90 | $11,326.50 |
DisclosureSEC source: 0001209191-20-020025 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,965.175 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:44 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 212 | $83.90 | $17,786.80 |
DisclosureSEC source: 0001209191-20-020025 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,100.175 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 21:06 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 712 | $96.61 | $68,786.32 |
DisclosureSEC source: 0001209191-20-019316 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,312.175 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 21:06 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 2,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-019316 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,024.175 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 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 66 | $109.05 | $7,197.30 |
DisclosureSEC source: 0001209191-20-018156 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,661.175 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 76.46 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 31, 2019. Read SEC document |
| November 16, 2019 Filed Nov 19, 2019 21:30 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 151 | $132.09 | $19,945.59 |
DisclosureSEC source: 0001209191-19-057178 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,650.715 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 92.49 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2019. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 20:49 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 212 | $98.73 | $20,930.76 |
DisclosureSEC source: 0001209191-19-020313 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,709.225 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.