MarketPeel
Insider Trading Intelligence
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GM

Gene Mergelmeyer

AIZ
EVP, COO · ASSURANT, INC. · CIK 0001407462
FILING MIX · LIFETIME27%/73%
BUYS
4
SELLS
11
TOTAL VALUE
$10.62M
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
13,219
AVG SELL PX
$138.15
TRADE KIND
SHOWING 15 / 15
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Gene Mergelmeyer, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+0.00%+1.99%+0.12%+1.87%+1.87%—
14d1+0.00%+2.56%+0.72%+1.84%+1.84%—
30d1+100.00%-2.21%+1.15%-3.36%-3.36%—
60d1+100.00%-2.19%+5.30%-7.49%-7.49%—
90d1+0.00%+5.17%+7.05%-1.88%-1.88%—
180d1+0.00%+1.02%+12.59%-11.57%-11.57%—
1y1+0.00%+15.46%-4.79%+20.25%+20.25%—
2y1+100.00%-18.42%+1.05%-19.47%-19.47%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
AIZ · 13,219 shares · as of Sep 8, 2021
016,69933,39850,09766,7962021SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
FLOW · 4 buys / 11 sellsCOVERAGE · 7 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
AIZ
ASSURANT, INC.
SALE
EVP, COO
2,975$171.13$509.1K13,219Sep 8, 2021Sep 10, 2021 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
40,647$159.38$6.48M66,796May 24, 2021May 25, 2021 ↗
AIZ
ASSURANT, INC.
PURCHASEGRANT
Stock grant
14,914——35,061Mar 16, 2021Mar 18, 2021 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
3,888$137.39$534.2K20,147Mar 16, 2021Mar 18, 2021 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
6,572$137.39$902.9K28,489Mar 16, 2021Mar 18, 2021 ↗
AIZ
ASSURANT, INC.
PURCHASEGRANT
Stock grant
4,010——24,035Mar 16, 2021Mar 18, 2021 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
496$120.31$59.7K35,087Sep 8, 2020Sep 10, 2020 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
1,908$83.90$160.1K28,842Mar 16, 2020Mar 18, 2020 ↗
AIZ
ASSURANT, INC.
PURCHASEGRANT
Stock grant
6,566——34,513Mar 16, 2020Mar 18, 2020 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
895$83.90$75.1K27,947Mar 16, 2020Mar 18, 2020 ↗
AIZ
ASSURANT, INC.
PURCHASEGRANT
Stock grant
19,143——40,242Mar 12, 2020Mar 16, 2020 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
9,492$96.61$917.0K30,750Mar 12, 2020Mar 16, 2020 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
8,593$96.61$830.2K31,820Mar 12, 2020May 21, 2020 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
785$109.05$85.6K21,099Mar 9, 2020Mar 11, 2020 ↗
AIZ
ASSURANT, INC.
SALE
EVP, COO
614$109.05$67.0K21,270Mar 9, 2020May 21, 2020 ↗
Other insiders · AIZ
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About this filer
CIK 0001407462
ROLE
EVP, COO
PRIMARY
AIZ
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001407462DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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