Form 4 for AIZ Assurant
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-16 · accession 0000950170-25-041363 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-03-18 | 2025-03-16 | AIZ | Lonergan Robert | Chief Marketing, Risk Off, EVP | F - Tax | $211.20 | -7,406 | 20.7K | -26% | -$1.56M |
| M | 2025-03-18 | 2025-03-16 | AIZ | Lonergan Robert | Chief Marketing, Risk Off, EVP | A - Grant | $0.00 | +16.8K | 26.9K | +165% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-03-16 | F | D | 353 | $211.20 | 20,965.37 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-16 | F | D | 225 | $211.20 | 21,318.37 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-16 | A | A | 1,657 | $0.00 | 21,543.37 | D | — | — | (F1) These shares are represented by restricted stock units. |
| 4 | Common | Common Stock | 2025-03-16 | F | D | 2,769 | $211.20 | 24,139.37 | D | — | — | (F3) Represents shares withheld to satisfy withholding obligations upon the March 16, 2025 PSU vesting. |
| 5 | Common | Common Stock | 2025-03-16 | A | A | 8,905 | $0.00 | 33,044.37 | D | — | — | (F2) 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. |
| 6 | Common | Common Stock | 2025-03-16 | F | D | 3,813 | $211.20 | 29,231.37 | D | — | — | (F3) Represents shares withheld to satisfy withholding obligations upon the March 16, 2025 PSU vesting. (F5) 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 (F4) Includes restricted stock units. |
| 7 | Common | Common Stock | 2025-03-16 | A | A | 6,189 | $0.00 | 26,908.37 | D | — | — | (F2) 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. |
| 8 | Common | Common Stock | 2025-03-16 | F | D | 246 | $211.20 | 20,719.37 | D | — | — |