Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | EVP, Chief Legal Officer | May 14, 2026 | May 15, 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 May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,764 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Sale · Disposed 2,000 · Balance 12,764 F1: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 15, 2026 20:40 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 2,000 | $251.77 | $503,540.00 |
DisclosureSEC source: 0001193125-26-227023 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,764 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 21:22 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-114347 · ownership.xml · nonDerivative · entry 3 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,764 F3 · shares: These shares are represented by restricted stock units. F4 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 21:22 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 6,196 | $222.15 | $1,376,441.40 |
DisclosureSEC source: 0001193125-26-114347 · ownership.xml · nonDerivative · entry 2 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,415 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 21:22 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 11,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-114347 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,611 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 |
| August 12, 2025 Filed Aug 13, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 3,900 | $208.53 | $813,256.47 |
DisclosureSEC source: 0000950170-25-108147 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,875 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.1150 through $208.8050 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 |
| May 16, 2025 Filed May 19, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 1,000 | $201.93 | $201,926.40 |
DisclosureSEC source: 0000950170-25-074510 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,775 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.7900 through $202.0600 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 | 2,189 | $211.20 | $462,316.80 |
DisclosureSEC source: 0000950170-25-041353 · ownership.xml · nonDerivative · entry 6 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,775 F3 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2025 PSU vesting. F4 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041353 · ownership.xml · nonDerivative · entry 5 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,964 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 | 234 | $211.20 | $49,420.80 |
DisclosureSEC source: 0000950170-25-041353 · ownership.xml · nonDerivative · entry 4 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,859 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 334 | $211.20 | $70,540.80 |
DisclosureSEC source: 0000950170-25-041353 · ownership.xml · nonDerivative · entry 3 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,093 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 200 | $211.20 | $42,240.00 |
DisclosureSEC source: 0000950170-25-041353 · ownership.xml · nonDerivative · entry 2 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,427 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041353 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,627 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| August 12, 2024 Filed Aug 13, 2024 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 1,750 | $178.25 | $311,929.45 |
DisclosureSEC source: 0000950170-24-096401 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,260 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $178.01 through $178.60 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 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 2,028 | $181.16 | $367,392.48 |
DisclosureSEC source: 0000950170-24-033648 · ownership.xml · nonDerivative · entry 6 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,010 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2024 PSU vesting. F3 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 4,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033648 · ownership.xml · nonDerivative · entry 5 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,038 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 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 200 | $181.16 | $36,232.00 |
DisclosureSEC source: 0000950170-24-033648 · ownership.xml · nonDerivative · entry 4 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,258 Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 224 | $181.16 | $40,579.84 |
DisclosureSEC source: 0000950170-24-033648 · ownership.xml · nonDerivative · entry 3 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,458 Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 334 | $181.16 | $60,507.44 |
DisclosureSEC source: 0000950170-24-033648 · ownership.xml · nonDerivative · entry 2 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,682 Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 21:09 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033648 · ownership.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,016 Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 22:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | SaleCommon Stock | 2,000 | $162.16 | $324,325.60 |
DisclosureSEC source: 0001209191-23-056321 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,567 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.0600 through $162.3500, 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 |
| July 15, 2023 Filed Jul 18, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 800 | $125.96 | $100,768.00 |
DisclosureSEC source: 0001209191-23-042592 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,567 F1 · 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 | 437 | $110.97 | $48,493.89 |
DisclosureSEC source: 0001209191-23-020064 · doc4.xml · nonDerivative · entry 6 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,367 F2 · shares: Represents shares withheld to satisfy withholding obligations upon the March 16, 2023 PSU vesting. 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 | GrantCommon Stock | 1,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020064 · doc4.xml · nonDerivative · entry 5 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,804 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 | Tax withholdingCommon Stock | 138 | $110.97 | $15,313.86 |
DisclosureSEC source: 0001209191-23-020064 · doc4.xml · nonDerivative · entry 4 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,492 Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 154 | $110.97 | $17,089.38 |
DisclosureSEC source: 0001209191-23-020064 · doc4.xml · nonDerivative · entry 3 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,630 Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 176 | $110.97 | $19,530.72 |
DisclosureSEC source: 0001209191-23-020064 · doc4.xml · nonDerivative · entry 2 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,784 Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020064 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,960 Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 267 | $166.88 | $44,556.96 |
DisclosureSEC source: 0001209191-22-042594 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,890 F1 · balance_after: Includes restricted stock units. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 100 | $175.00 | $17,500.00 |
DisclosureSEC source: 0001209191-22-041216 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,169 F1 · 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 | 330 | $174.36 | $57,538.80 |
DisclosureSEC source: 0001209191-22-020059 · doc4.xml · nonDerivative · entry 2 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,269 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 | GrantCommon Stock | 1,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020059 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,599 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 239 | $156.05 | $37,295.95 |
DisclosureSEC source: 0001209191-21-047194 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,357 F1 · balance_after: Includes restricted stock units. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 100 | $156.85 | $15,685.00 |
DisclosureSEC source: 0001209191-21-045556 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,596 F1 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:05 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 158 | $137.39 | $21,707.62 |
DisclosureSEC source: 0001209191-21-021804 · doc4.xml · nonDerivative · entry 2 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,696 F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:05 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021804 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,854 F1 · shares: These shares are represented by restricted stock units. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 21:00 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042892 · doc4.xml · nonDerivative · entry 1 Rosenblum Jay · CIK 0001817079 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,469 F1 · shares: These shares are represented by restricted stock units. 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.