Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | Director · CEO | November 05, 2021 | November 09, 2021 |
| CARMAX INCKMX · Entity 3604 | Director | June 29, 2017 | June 30, 2017 |
| Corebridge Financial, Inc.CRBG · Entity 3379 | Director | June 18, 2026 | June 22, 2026 |
| US BANCORP DEUSB · Entity 2923 | Director | April 23, 2026 | April 27, 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 November 05, 2021 · Filed November 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 176,376.428 |
Reported balance
After 2021-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-05 · Sale · Disposed 11,792 · Balance 176,376.428 F1: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.00 through $165.85, 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. |
| Common StockSEC Table I · non-derivative | Direct | 174,768.428 |
Reported balance
After 2021-11-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-11-05 · Sale · Disposed 1,608 · Balance 174,768.428 F2: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.18 through $167.14, 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. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.00 through $165.85, 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: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.18 through $167.14, 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.
F3: Includes restricted stock units.
CARMAX INC
Report date June 29, 2017 · Filed June 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,845 |
Reported balance
After 2017-06-29 transaction · row 1
1 source rowRow 1 · 2017-06-29 · Grant · Acquired 2,406 · Balance 6,845 F1: These are restricted shares of common stock that will vest on the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These are restricted shares of common stock that will vest on the one-year anniversary of the grant date.
Corebridge Financial, Inc.
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,962 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 6,553 · Balance 64,962 F1: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service. F2: Includes 34,962 DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service.
F2: Includes 34,962 DSUs.
US BANCORP DE
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,355 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 3,355 · Balance 3,355 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause.
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 18, 2026 Filed Jun 22, 2026 20:15 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 6,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044638 · wk-form4_1782159314.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,962 F1 · shares: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service. F2 · balance_after: Includes 34,962 DSUs. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 20:21 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004624 · doc4.xml · derivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,355 Underlying: Common Stock, $0.01 par value · 3,355 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 20:26 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 5,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029338 · wk-form4_1749068747.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,409 F1 · shares: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. F2 · balance_after: Includes 28,409 DSUs. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 20:38 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 4,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004314 · doc4.xml · derivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,843 Underlying: Common Stock, $0.01 par value · 4,843 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 20:36 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 5,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-031319 · form4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,402 F1 · shares: Reflects deferred stock units ("DSUs") granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. F2 · balance_after: Includes deferred stock units. Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 20:55 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 4,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005149 · doc4.xml · derivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,691 Underlying: Common Stock, $0.01 par value · 4,691 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 20:15 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 9,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039042 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,839 F1 · shares: Reflects deferred stock units ("DSUs") granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. F2 · balance_after: Includes 7,858 additional DSUs. Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 20:55 UTC | US BANCORP DE USB · Entity 2923 | PurchaseCommon Stock, $0.01 par value | 10,000 | $34.14 | $341,380.00 |
DisclosureSEC source: 0001225208-23-004952 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,050 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $34.01 to $34.27. The reporting person will provide to the issuer, any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 20:55 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 5,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004952 · doc4.xml · derivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,035 Underlying: Common Stock, $0.01 par value · 5,035 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F3 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 22:30 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000907 · doc4.xml · derivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143 Underlying: Common Stock, $0.01 par value · 1,143 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 11:05 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | PurchaseCommon Stock | 20,608 | $23.16 | $477,281.28 |
DisclosureSEC source: 0001140361-22-041128 · form4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,858 F1 · balance_after: Includes 7,858 deferred stock units F3 · balance_after: This transaction was executed in multiple trades at prices ranging from $22.93 to $23.49. The price reported above reflects the weighted average purchase price rounded to the nearest hundredth. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 11:05 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | PurchaseCommon Stock | 9,392 | $22.38 | $210,192.96 |
DisclosureSEC source: 0001140361-22-041128 · form4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,250 F1 · balance_after: Includes 7,858 deferred stock units F2 · balance_after: This transaction was executed in multiple trades at prices ranging from $21.91 to $22.87. The price reported above reflects the weighted average purchase price rounded to the nearest hundredth. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 20:04 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 7,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050280 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,858 F1 · shares: Reflects deferred stock units ("DSUs") granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon vesting. The DSUs vest upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 22:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 1,608 | $166.68 | $268,021.12 |
DisclosureSEC source: 0001209191-21-063650 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,768.428 F2 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.18 through $167.14, 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. F3 · balance_after: Includes restricted stock units. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 22:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 11,792 | $165.26 | $1,948,711.72 |
DisclosureSEC source: 0001209191-21-063650 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,376.428 F1 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.00 through $165.85, 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. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 10,000 | $165.08 | $1,650,848.00 |
DisclosureSEC source: 0001209191-21-051909 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,168.428 F1 · price: The price range in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.79 through $165.59, 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. F3 · 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 |
| March 16, 2021 Filed Mar 18, 2021 20:55 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 36,615 | $137.39 | $5,030,534.85 |
DisclosureSEC source: 0001209191-21-021784 · doc4.xml · nonDerivative · entry 4 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,105.35 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 80.679 shares and 82.451 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2020 and December 31, 2020, respectively. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:55 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 68,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021784 · doc4.xml · nonDerivative · entry 3 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,720.35 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 20:55 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 11,744 | $137.39 | $1,613,508.16 |
DisclosureSEC source: 0001209191-21-021784 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,921.35 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:55 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 12,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021784 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,665.35 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:36 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 20,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020015 · doc4.xml · nonDerivative · entry 3 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,947.22 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 20:36 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,586 | $83.90 | $216,965.40 |
DisclosureSEC source: 0001209191-20-020015 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,387.22 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:36 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 5,510 | $83.90 | $462,289.00 |
DisclosureSEC source: 0001209191-20-020015 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,973.22 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 24,022 | $96.61 | $2,320,765.42 |
DisclosureSEC source: 0001209191-20-019310 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,483.22 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 21:03 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 45,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-019310 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,505.22 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 21:30 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,225 | $109.05 | $242,636.25 |
DisclosureSEC source: 0001209191-20-018186 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,368.22 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 92.49 shares and 76.46 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30 and December 31, 2019, respectively. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 21:06 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 14,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020302 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,424.27 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 21:06 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 5,510 | $98.73 | $544,002.30 |
DisclosureSEC source: 0001209191-19-020302 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,846.27 Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 20:40 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 18,631 | $99.96 | $1,862,354.76 |
DisclosureSEC source: 0001209191-19-018820 · doc4.xml · nonDerivative · entry 4 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,356.27 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 20:40 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 35,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018820 · doc4.xml · nonDerivative · entry 3 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,987.27 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 20:40 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,621 | $99.96 | $261,995.16 |
DisclosureSEC source: 0001209191-19-018820 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,981.27 Read SEC document |
| March 09, 2019 Filed Mar 12, 2019 20:40 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,225 | $99.96 | $222,411.00 |
DisclosureSEC source: 0001209191-19-018820 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,602.27 Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 22:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 1,118 | $99.93 | $111,721.74 |
DisclosureSEC source: 0001209191-18-058769 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,734.098 F1 · balance_after: Includes 83.98 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 29, 2018. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 20:37 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 12,339 | $91.80 | $1,132,720.20 |
DisclosureSEC source: 0001209191-18-025001 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,768.118 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the April 12, 2018 PSU vesting. F3 · balance_after: Includes restricted stock units. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 20:37 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 23,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-025001 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,107.118 F1 · shares: Represents the number of shares issued upon vesting of performance share units ("PSUs") based on the relative performance achieved during the 2015-2017 performance cycle. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 20:42 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 31,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020893 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,923.118 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 21:45 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,742 | $89.00 | $244,038.00 |
DisclosureSEC source: 0001209191-18-019339 · doc4.xml · nonDerivative · entry 3 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,866.118 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 82.6390 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 29, 2017. Read SEC document |
| March 10, 2018 Filed Mar 13, 2018 21:45 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,621 | $90.81 | $238,013.01 |
DisclosureSEC source: 0001209191-18-019339 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,608.118 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:45 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,225 | $90.81 | $202,052.25 |
DisclosureSEC source: 0001209191-18-019339 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,229.118 Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 21:41 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 196 | $98.85 | $19,374.60 |
DisclosureSEC source: 0001209191-17-061199 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · valueOwnedAfter: Includes 88.5390 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2017. F2 · valueOwnedAfter: Includes restricted stock units. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:35 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000108 · wf-form4_149885490311005.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,845 F1 · shares: These are restricted shares of common stock that will vest on the one-year anniversary of the grant date. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 21:56 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 6,059 | $94.70 | $573,787.30 |
DisclosureSEC source: 0001209191-17-028160 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,478.94 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 21:56 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 10,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028160 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,537.94 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 21:01 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 910 | $99.41 | $90,463.10 |
DisclosureSEC source: 0001209191-17-020845 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,684.94 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 12, 2017 Filed Mar 14, 2017 20:10 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,876 | $99.64 | $286,564.64 |
DisclosureSEC source: 0001209191-17-020492 · doc4.xml · nonDerivative · entry 2 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,594.94 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 20:10 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,749 | $99.64 | $273,910.36 |
DisclosureSEC source: 0001209191-17-020492 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,470.94 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:54 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 12,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020269 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,219.94 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes 94.751 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on December 30, 2016. F3 · balance_after: Includes restricted stock units. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:34 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 196 | $86.01 | $16,857.96 |
DisclosureSEC source: 0001209191-16-150544 · doc4.xml · nonDerivative · entry 1 Colberg Alan B. · CIK 0001516501 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,587.189 F1 · balance_after: Includes 106.13 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30, 2016. 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.