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 |
|---|---|---|---|---|---|---|
| March 16, 2019 Filed Mar 19, 2019 20:49 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020313 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,921.225 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 20:43 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 239 | $99.96 | $23,890.44 |
DisclosureSEC source: 0001209191-19-018826 · doc4.xml · nonDerivative · entry 4 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,576.225 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 10, 2019 PSU vesting. F3 · balance_after: Includes restricted stock units. F4 · balance_after: Includes 93.1720 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 31, 2018. Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 20:43 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018826 · doc4.xml · nonDerivative · entry 3 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,815.225 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 20:43 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 101 | $99.96 | $10,095.96 |
DisclosureSEC source: 0001209191-19-018826 · doc4.xml · nonDerivative · entry 2 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,024.225 Read SEC document |
| March 09, 2019 Filed Mar 12, 2019 20:43 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 66 | $99.96 | $6,597.36 |
DisclosureSEC source: 0001209191-19-018826 · doc4.xml · nonDerivative · entry 1 Lonergan Robert · CIK 0001762771 · EVP · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,125.225 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.