What do the performance share units in the Assurant (AIZ) filing represent?

The performance share units represent stock earned based on Assurant’s relative performance during the 2023–2025 cycle. On March 16, 2026, they vested and were settled in 22,355 common shares, aligning the CFO’s compensation partly with multi‑year performance outcomes.

Are the Assurant (AIZ) insider transactions related to a 10b5-1 trading plan?

The described transactions reflect equity awards vesting and tax withholding, not open-market trades under a 10b5-1 plan. The footnotes reference performance share units, restricted stock units, an employee stock purchase plan, and 401(k) holdings, without mentioning any trading plan arrangement.

Assurant (AIZ) CFO granted PSUs and RSUs, with shares withheld for taxes

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

ASSURANT, INC. Executive Vice President and CFO Keith Meier reported equity compensation and related tax withholding in company stock. On March 16, 2026, he received 22,355 shares of common stock upon vesting of performance share units tied to the 2023–2025 cycle, and an additional 3,489 restricted stock units. To cover withholding obligations on the PSU and restricted stock unit vesting, 11,717 shares were disposed of at $222.15 per share, treated as shares withheld for taxes rather than an open-market sale. Following these transactions, Meier directly holds 40,063.344 common shares, plus 823.983 shares indirectly through the Assurant, Inc. 401(k) Plan as of December 31, 2025.

Insider Trade Summary

4 transactions reported

Mixed 4 txns

Insider MEIER KEITH

Role EVP, CFO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	22,355	$0.00	--
Tax Withholding	Common Stock	11,717	$222.15	$2.60M
Grant/Award	Common Stock	3,489	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 51,780.344 shares (Direct); Common Stock — 823.983 shares (Indirect, By 401(k) Plan)

Footnotes (1)

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. Represents shares withheld to satisfy withholding obligations upon the March 16, 2026 vesting of PSUs and restricted stock units. These shares are represented by restricted stock units. 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. Includes restricted stock units. Indirectly held shares of common stock of Assurant, Inc. under the Assurant, Inc. 401K Plan as of December 31, 2025.

Form 4 Insider Transactions: What Each Field Means →

03/18/2026 - 05:15 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

MEIER KEITH

(Last)

(First)

(Middle)

C/O ASSURANT, INC.

260 INTERSTATE NORTH CIRCLE, S.E.

(Street)

ATLANTA

GEORGIA

30339

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
ASSURANT, INC. [ AIZ ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	EVP, CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/16/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/16/2026		A		22,355⁽¹⁾	A	$0	51,780.344	D
Common Stock	03/16/2026		F		11,717⁽²⁾	D	$222.15	40,063.344	D
Common Stock	03/16/2026		A		3,489⁽³⁾	A	$0	43,552.344⁽⁴⁾⁽⁵⁾	D
Common Stock								823.983	I	By 401(k) Plan⁽⁶⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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.

2. Represents shares withheld to satisfy withholding obligations upon the March 16, 2026 vesting of PSUs and restricted stock units.

3. These shares are represented by restricted stock units.

4. 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.

5. Includes restricted stock units.

6. Indirectly held shares of common stock of Assurant, Inc. under the Assurant, Inc. 401K Plan as of December 31, 2025.

	/s/ Anne Holman, Attorney-in-Fact	03/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Assurant (AIZ) CFO Keith Meier report?

Assurant CFO Keith Meier reported equity awards vesting and related tax withholding in common stock. He received performance share units and restricted stock units, while a portion of shares was withheld to satisfy tax obligations, rather than sold in the open market.

How many Assurant (AIZ) shares did the CFO receive in awards?

Keith Meier received 22,355 shares upon vesting of performance share units plus 3,489 restricted stock units. The performance share units vested based on relative performance for the 2023–2025 cycle, and the restricted stock units are represented as shares subject to continuing restrictions.

Why were 11,717 Assurant (AIZ) shares disposed of in this Form 4?

The 11,717 Assurant shares were withheld to cover tax obligations on the March 16, 2026 vesting of performance share units and restricted stock units. This F-code disposition reflects tax withholding, not an open-market sale initiated for investment purposes.

How many Assurant (AIZ) shares does the CFO hold after these transactions?

After these transactions, Keith Meier directly holds 40,063.344 shares of Assurant common stock. He also has 823.983 shares indirectly through the Assurant, Inc. 401(k) Plan, reflecting retirement-plan holdings separate from his direct ownership position.