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Unum Group (UNM) EVP reports 185-share tax-withholding disposition on vesting awards

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Unum Group EVP Elizabeth Claire Ahmed reported a tax-related share disposition. On the vesting of 756 stock success units granted in 2020, 185 shares of common stock were withheld at $71.64 per share to cover tax obligations. After this transaction, she beneficially owns 51,055 shares, including 16,863 restricted stock units and 34,192 common shares.

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Insider Ahmed Elizabeth Claire
Role EVP, People & Communications
Type Security Shares Price Value
Tax Withholding Common Stock 185 $71.64 $13K
Holdings After Transaction: Common Stock — 51,055 shares (Direct)
Footnotes (1)
  1. Shares withheld to satisfy tax withholding obligation applicable to the vesting of 756 stock success units ("SSUs"), representing the third and final vesting tranche, or approximately one-third, of the SSUs originally granted on August 20, 2020, and the certification of the achievement of the performance metrics for the performance period from January 1, 2021 to December 31, 2025. SSUs could be settled, on a 1-for-1 basis, only in shares of common stock. Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 70.597 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. Includes 16,863 restricted stock units and 34,192 shares of common stock. All restricted stock units ("stock-settled RSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.
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*
Ahmed Elizabeth Claire

(Last) (First) (Middle)
1 FOUNTAIN SQUARE

(Street)
CHATTANOOGA TN 37402

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Unum Group [ UNM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, People & Communications
3. Date of Earliest Transaction (Month/Day/Year)
02/16/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/16/2026 F 185(1) D $71.64 51,055(2)(3) D
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares withheld to satisfy tax withholding obligation applicable to the vesting of 756 stock success units ("SSUs"), representing the third and final vesting tranche, or approximately one-third, of the SSUs originally granted on August 20, 2020, and the certification of the achievement of the performance metrics for the performance period from January 1, 2021 to December 31, 2025. SSUs could be settled, on a 1-for-1 basis, only in shares of common stock.
2. Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 70.597 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4.
3. Includes 16,863 restricted stock units and 34,192 shares of common stock. All restricted stock units ("stock-settled RSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.
Remarks:
/s/ Jullienne, J. Paul, Attorney-in-Fact 02/18/2026
** 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.

FAQ

What insider transaction did Unum Group (UNM) report for Elizabeth Claire Ahmed?

Unum Group EVP Elizabeth Claire Ahmed had 185 shares withheld to cover taxes on vesting stock success units. This was a tax-withholding disposition tied to equity compensation, not an open-market sale of Unum Group common stock.

How many Unum Group (UNM) shares were withheld and at what price?

The filing shows 185 shares of Unum Group common stock were withheld at a price of $71.64 per share. These shares satisfied tax withholding obligations related to the vesting of previously granted performance-based stock success units.

What equity award triggered the tax-withholding disposition at Unum Group (UNM)?

The tax-withholding disposition was triggered by 756 stock success units vesting, representing the third and final tranche of units granted on August 20, 2020. These units related to performance metrics for the period from January 1, 2021 to December 31, 2025.

How many Unum Group (UNM) shares does Elizabeth Claire Ahmed own after the transaction?

Following the tax-withholding disposition, Elizabeth Claire Ahmed beneficially owns 51,055 shares of Unum Group equity. This total includes 16,863 restricted stock units and 34,192 shares of common stock, all of which are stock-settled on a one-for-one basis.

Was the Unum Group (UNM) Form 4 transaction an open-market sale?

No, the Form 4 describes a tax-withholding disposition, coded “F,” where 185 shares were withheld to satisfy tax obligations on vesting awards. It was not reported as a discretionary open-market sale of Unum Group common stock by the executive.

Did Elizabeth Claire Ahmed acquire additional Unum Group (UNM) shares through an employee plan?

Yes. A footnote states that her beneficial ownership includes 70.597 shares acquired under Unum Group’s employee stock purchase plan. These exempt acquisitions occurred since her prior Form 4 and are reflected in the current beneficial ownership total.