Welcome to our dedicated page for ASSURANT SEC filings (Ticker: AIZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ASSURANT's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ASSURANT's regulatory disclosures and financial reporting.
Assurant, Inc. (AIZ) reported stronger Q3 2025 results with total revenues of $3,231.5 million versus $2,967.7 million a year ago. Net income rose to $265.6 million from $133.8 million, and diluted EPS increased to $5.17 from $2.55.
Segment profitability improved: Global Housing Adjusted EBITDA was $256.3 million (vs. $92.4 million), while Global Lifestyle delivered $206.8 million (vs. $184.3 million). For the nine months, operating cash flow was $1,162.9 million, supporting continued investments and capital returns.
The balance sheet showed total assets of $35,782.1 million and equity of $5,758.5 million as of September 30, 2025. Accumulated other comprehensive loss improved to $(547.0) million. Shares outstanding were 50,081,110 as of October 31, 2025.
Assurant, Inc. (AIZ) furnished an 8-K announcing financial results for the quarter ended September 30, 2025. The company issued a news release on November 4, 2025, which is attached as Exhibit 99.1 and incorporated by reference into Item 2.02.
The release was furnished, not filed, under the Exchange Act, meaning it is not subject to Section 18 liabilities or automatically incorporated into other filings unless expressly referenced.
Assurant (AIZ): Schedule 13G/A ownership update. The Bank of New York Mellon Corporation reported beneficial ownership of 5,010,373 shares of Assurant common stock, representing 9.9% of the class. For BNY Mellon Corp, voting and disposition powers were listed as sole voting 4,952,260; shared voting 3,440; sole dispositive 2,807,053; and shared dispositive 2,203,320.
Subsidiary disclosures include: BNY Mellon IHC, LLC with 4,405,765 shares (8.7%), MBC Investments Corp with 4,405,765 shares (8.7%), and Newton Investment Management North America, LLC with 3,919,176 shares (7.8%), each with specified voting and dispositive powers.
The filer certified the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Assurant.
Insider sale under 10b5-1 plan — The filing shows that Keith Demmings, President and CEO and a director of Assurant, Inc. (AIZ), sold a total of 13,725 shares on 10/03/2025 under a Rule 10b5-1 trading plan adopted on 03/10/2025. The Form 4 lists two grouped sales: 13,420 shares at a weighted-average price of $220.5095 and 305 shares at a weighted-average price of $221.0312.
After the transactions the report shows beneficial ownership of approximately 84,952.224 shares in one line and 84,647.224 shares in another (the filings note these totals include restricted stock units). The filing discloses the sales were made pursuant to the pre-established trading plan and that the weighted-average prices reflect multiple executions within stated price ranges.
Assurant, Inc. Executive Vice President and COO Michael P. Campbell reported an insider acquisition on 10/01/2025. The filing shows an award of 862 shares represented by restricted stock units (RSUs) granted at $0 purchase price, increasing his beneficial ownership to 19,752.37 shares (the filing notes this total includes other RSUs). The Form 4 was signed by an attorney-in-fact on 10/03/2025. The disclosure is a routine Section 16 filing that records a company equity grant to an officer rather than an open-market purchase or sale.
Dimitry DiRienzo, an officer of Assurant, Inc. (AIZ), reported a transaction on 10/01/2025 on Form 4. The filing shows a sale-related transaction (code F) involving common stock at a price of $217.48 per share. Following the reported transaction the filing lists 2,991 shares beneficially owned. The filing also notes that the reported total includes restricted stock units.
Assurant, Inc. reporting officer initial ownership: This Form 3 shows Subhashish Sengupta, EVP and Chief People Officer, beneficially owns 3,114.014 shares of Assurant common stock directly (including restricted stock units) and 920.12 shares indirectly via the Assurant 401(k) Plan as of June 30, 2025. The filing date for the event requiring the statement is 09/15/2025 and the form is signed on 09/22/2025.
Assurant, Inc. officer Ryan Lumsden reported initial beneficial ownership of 15,813.14 shares of Assurant common stock, recorded as including restricted stock units. The Form 3 discloses Lumsden's role as EVP, President, Global Housing and the event date triggering the filing as 09/15/2025. The filing was executed by an attorney-in-fact, Lisa Shahon, with a signature date of 09/22/2025. Ownership is reported as direct, and no derivative securities or additional transactions are listed on the form. This is an initial Section 16 filing notifying the market of an officer's equity stake in the company.
Assurant, Inc. (AIZ) Form 144 notice reports a proposed sale of 18,000 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $3,936,420.00 and approximately 50,459,211 shares outstanding. The filer states the shares were acquired on 03/16/2022 as RSUs & PSUs from the issuer. The proposed approximate date of sale is 08/29/2025. The filing indicates there were no securities sold by the filer in the past three months. The notice contains the standard representation that the seller does not possess undisclosed material adverse information about the issuer.
Assurant, Inc. filed a Current Report on Form 8-K reporting a material event related to a securities offering and related documents. The filing references a previously filed S-3 Registration Statement (No. 333-276645) and a prospectus supplement, and notes an Underwriting Agreement dated August 14, 2025. It incorporates an Indenture dated March 28, 2013 and a First Supplemental Indenture dated February 28, 2023. The company included a Form of 5.550% Senior Notes due 2036, legal opinion and consent of Davis Polk & Wardwell LLP, and a news release dated August 18, 2025. The report is signed by Jay Rosenblum, Executive Vice President and Chief Legal Officer.