Unum Group (NYSE: UNM) EVP has 1,819 shares withheld for tax liability
Rhea-AI Filing Summary
Unum Group executive Andrew D. Walker, EVP and Chief Customer Operations Officer, reported a Form 4 transaction involving common stock. On 2026-07-31, 1,819 shares were disposed of as a payment of tax liability by delivering or withholding securities, at $86.11 per share. The shares were withheld to satisfy tax obligations arising from the vesting of 7,467 stock-settled restricted stock units (RSUs).
After this tax-withholding disposition, Walker directly holds a total of 24,324 share-based interests, consisting of 18,676 restricted stock units and 5,648 shares of common stock. All stock-settled RSUs may be settled on a 1-for-1 basis solely in shares of Unum Group common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 1,819 shares
Net Sell
1 txn
Insider
Walker Andrew D
Role
EVP, Chief Cust. Ops. Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock F1, F2 | 1,819 | $86.11 | $157K |
Holdings After Transaction:
Common Stock — 24,324 shares (Direct)
Footnotes (2)
- F1. Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,467 stock-settled RSUs (as defined in footnote (2) below).
- F2. Includes 18,676 restricted stock units and 5,648 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.
Key Figures
Shares withheld for taxes: 1,819 shares
Per-share value of withheld shares: $86.11 per share
RSUs vesting triggering withholding: 7,467 stock-settled RSUs
+3 more
6 metrics
Shares withheld for taxes
1,819 shares
Common stock disposed of on 2026-07-31 to satisfy tax withholding obligation
Per-share value of withheld shares
$86.11 per share
Price applied to 1,819 shares in the tax-withholding disposition
RSUs vesting triggering withholding
7,467 stock-settled RSUs
Vesting event that created the tax withholding obligation
Holdings after transaction
24,324 units
Total direct holdings following transaction, including RSUs and common shares
Restricted stock units held
18,676 RSUs
Stock-settled RSUs included in post-transaction holdings
Common shares held
5,648 shares
Shares of common stock included in post-transaction holdings
Key Terms
stock-settled RSUs, restricted stock units, tax withholding obligation
3 terms
stock-settled RSUs financial
"Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,467 stock-settled RSUs."
restricted stock units financial
"Includes 18,676 restricted stock units and 5,648 shares of common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding obligation financial
"Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,467 stock-settled RSUs."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Unum Group (UNM) executive Andrew D. Walker report?
Andrew D. Walker reported a tax-withholding disposition of Unum Group common stock. On 2026-07-31, 1,819 shares were withheld to pay tax liabilities related to vesting restricted stock units.
What triggered the tax-withholding transaction for Unum Group (UNM)?
The transaction was triggered by the vesting of 7,467 stock-settled RSUs. Shares were withheld to satisfy the associated tax withholding obligation applicable to this vesting event.
What are Andrew D. Walker’s holdings in Unum Group (UNM) after the transaction?
Following the transaction, Walker directly holds 24,324 Unum Group share-based interests, including 18,676 restricted stock units and 5,648 shares of common stock, as reported in the filing footnotes.
Are Andrew D. Walker’s RSUs in Unum Group (UNM) settled in stock or cash?
The filing states that all restricted stock units (stock-settled RSUs) may be settled only in shares of common stock on a 1-for-1 basis, not in cash.
Was the Unum Group (UNM) Form 4 transaction made under a Rule 10b5-1 plan?
The document-level Rule 10b5-1 checkbox is not affirmed. The transaction is reported as a tax-withholding disposition, with no indication it was executed under a Rule 10b5-1 trading plan.