undamentalytics Newsletter

Assurant insider trading

Every open-market purchase and sale by Assurant's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Assurant insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Assurant’s insiders pay?

From February 12, 2010 to August 7, 2026, 25 insiders reported 4 open-market purchases and 68 sales not made under a pre-set plan in Assurant. Twelve months after each purchase was reported, the shares were −6.3% against the S&P 500 on average (median −7.6%), over 4 purchases with a full year of prices; 25% beat the index. After sales, the shares moved +1.7% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 16, 2010 into $23,061 by November 2, 2026, +5.1% a year. It held shares 24% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $28,313 (+6.4% a year), and held throughout $92,597 (+14.3%).

$0$50.0k$100k 201020122014201620182020202220242026 $92.6k$28.3k$23.1k
Copying Assurant's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Assurant's insiders from February 16, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 24% of the time.
Assurant: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Dirienzo Dimitry SVP, CAO, Controller 0 — — 9 +6.5% (7) May 27, 2026
Mergelmeyer Gene EVP, COO 0 — — 6 +4.4% (6) May 25, 2021
Roberts John S EVP 0 — — 6 +5.4% (6) November 14, 2014
Pagano Christopher J EVP, CRO 0 — — 5 −2.7% (5) November 20, 2018
Rosenblum Jay EVP, Chief Legal Officer 0 — — 5 +4.4% (4) May 15, 2026
Lamnin Adam Executive Officer 0 — — 4 +2.1% (4) August 25, 2014
Lonergan Robert Chief Marketing & Risk Officer 0 — — 4 −5.4% (4) March 24, 2025
Luthi Francesca EVP, Chief Operating Officer 0 — — 4 +2.0% (4) May 20, 2024
Biju Nair EVP, Pres, Global Conn Living 0 — — 3 −4.3% (2) August 7, 2026
Bonderman David Other 0 — — 3 +18.7% (3) March 25, 2019
Colberg Alan B. CEO 0 — — 3 −4.0% (3) November 9, 2021
Sondej John Andrew SVP, Controller (PAO) 0 — — 3 +17.0% (3) August 22, 2016
Stein Robert W Director 1 −17.1% (1) 0% 2 +2.7% (2) August 8, 2016
Campbell Michael P. EVP, Pres. Global Housing 0 — — 2 −5.8% (2) May 22, 2024
Wagner Sylvia EVP 0 — — 2 −16.9% (2) May 9, 2014
Carter J Braxton II Director 1 −11.6% (1) 0% 0 — November 9, 2020
Freedman Allen Director 0 — — 1 +7.5% (1) March 7, 2011
Jenns Martin EVP 0 — — 1 −5.6% (1) August 13, 2024
Koch Charles John Director 0 — — 1 −16.3% (1) December 9, 2019
Lemasters S Craig Exec. VP 0 — — 1 −16.9% (1) November 8, 2011
Mackin H Carroll Director 1 +7.3% (1) 100% 0 — February 12, 2010
Montupet Jean Paul L Director 1 −3.7% (1) 0% 0 — November 12, 2013
Schultz Tammy L. EVP 0 — — 1 −14.6% (1) November 25, 2019
Schwartz Bart EVP, Chief Legal Officer 0 — — 1 +3.6% (1) August 5, 2013
Sengupta Subhashish EVP, Chief People Officer 0 — — 1 — March 23, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Assurant

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Assurant in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 4 selling crowds, +3.1%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
May 29, 20263 selling+13.2%not yetnot yet
March 31, 20253 selling−16.1%−15.7%−13.7%
May 31, 20244 selling+6.4%+17.0%+4.9%
May 30, 20143 selling−5.8%−8.3%−13.5%
May 31, 20133 selling+7.3%+19.4%+19.2%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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