Lonergan Robert 4

What Happened

• Robert Lonergan, EVP and CSTO of Assurant (AIZ), received shares on March 16, 2026 from the vesting of performance share units (PSUs) and restricted stock units (RSUs): 13,414 shares (PSU vesting) and 1,843 RSU shares (acquired at $0.00). To satisfy withholding/tax obligations, 6,699 shares were withheld/disposed at $222.15 per share, generating approximately $1,488,183. The award entries are recorded as acquisitions at $0 (vesting).

Key Details

• Transaction date: March 16, 2026.
• Awards: 13,414 shares (PSUs) + 1,843 shares (RSUs) acquired at $0.00.
• Tax withholding/disposition: 6,699 shares at $222.15 per share = $1,488,183 (reported as payment of tax withholding).
• Footnotes: F1 = PSU shares issued based on 2023–2025 performance; F2 = shares withheld to satisfy withholding upon vesting; F3 = RSU representation; F4/F5 note other ESPP and RSU inclusions in ownership reporting.
• Shares owned after transaction: not specified in the provided filing details.
• Filing date: Form 4 filed March 18, 2026 reporting the March 16 transactions (no indication in the filing that this was late).

Context

• These transactions reflect vesting of PSU/RSU awards (an award/acquisition event), not an open-market purchase or an opportunistic sale; the 6,699-share disposition was to cover tax withholding rather than a separate market sale. PSUs are performance-based awards—shares issued depend on company performance for the 2023–2025 cycle. As always, awards and withholding are routine executive compensation events and do not by themselves indicate managerial trading sentiment.