Unum Group (NYSE: UNM) EVP disposes shares to cover taxes

Rhea-AI Filing Summary

Unum Group executive Lisa G. Iglesias reported a tax-related share disposition. On the vesting of 6,721 stock success units granted in 2020, 2,645 common shares were withheld at $71.64 per share to cover tax obligations. After this non-market transaction, she holds 28,639 shares, including 17,241 restricted stock units and 11,398 common shares, all convertible 1-for-1 into common stock.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider IGLESIAS LISA G

Role EVP, General Counsel

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	2,645	$71.64	$189K

Holdings After Transaction: Common Stock — 28,639 shares (Direct)

Footnotes (1)

1. Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,721 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. Includes 17,241 restricted stock units and 11,398 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.

Form 4 Insider Transactions: What Each Field Means →

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

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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^*

IGLESIAS LISA G

(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, General Counsel

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		2,645(1)	D	$71.64	28,639(2)	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 6,721 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. Includes 17,241 restricted stock units and 11,398 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 Lisa G. Iglesias?

Unum Group reported that EVP and General Counsel Lisa G. Iglesias had 2,645 common shares withheld to satisfy tax obligations tied to vesting stock success units. This is a tax-withholding disposition, not an open-market sale, and reflects routine settlement of equity-based compensation.

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

No, the transaction was not an open-market sale. Shares were withheld at $71.64 each to cover tax liabilities when performance-based stock success units vested, consistent with equity award settlement mechanics, rather than a discretionary sale by Lisa G. Iglesias in the open market.

How many Unum Group (UNM) shares does Lisa G. Iglesias hold after this filing?

After the tax-withholding disposition, Lisa G. Iglesias holds 28,639 Unum Group shares. This total includes 17,241 restricted stock units and 11,398 common shares, with all restricted stock units and stock-settled units convertible into common stock on a 1-for-1 basis upon settlement.

What equity awards triggered the Unum Group (UNM) tax withholding for Lisa G. Iglesias?

The withholding related to 6,721 stock success units that vested as the third and final tranche of awards originally granted on August 20, 2020. Vesting followed certification of performance metrics measured from January 1, 2021 through December 31, 2025, under the company’s performance plan.

What price per share was used for the Unum Group (UNM) tax-withholding disposition?

The tax-withholding disposition used a price of $71.64 per Unum Group common share for the 2,645 shares withheld. This price determines the value of shares applied against the executive’s tax obligation upon vesting of the performance-based stock success units covered in the filing.