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UNM insider reports 60,000-share transfer; 920,637 beneficially owned

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

Rhea-AI Filing Summary

Unum Group (UNM) disclosed an insider stock transfer. The company’s President and CEO filed a Form 4 reporting a Code G transaction on 11/12/2025, transferring 60,000 shares of common stock for $0 total consideration.

Of these, 15,000 shares went to a spousal lifetime access trust (SLAT) and 45,000 shares went to a series of family trusts, each receiving an equal number of shares. Following the transactions, the reporting person beneficially owned 920,637 shares, which includes 174,782 restricted stock units, 63,365 stock success units, and 682,490 shares of common stock. Some holdings are reported as indirect through the SLAT and Family Trusts.

Positive

  • None.

Negative

  • None.
Insider McKenney Richard P
Role President and CEO
Type Security Shares Price Value
Gift Common Stock 60,000 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 920,637 shares (Direct); Common Stock — 15,000 shares (Indirect, By SLAT)
Footnotes (1)
  1. Includes 174,782 restricted stock units, 63,365 stock success units, and 682,490 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") 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. Reflects the transfer of (i) 15,000 shares of common stock for no consideration to a spousal lifetime access trust ("SLAT") and (ii) a total of 45,000 shares of common stock for no consideration to a series of family trusts ("Family Trusts"), with each Family Trust receiving an equal number of shares of common stock.
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
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*
McKenney Richard P
(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President and CEO
3. Date of Earliest Transaction (Month/Day/Year)
11/12/2025
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 11/12/2025 G 60,000 D $0 920,637(1) D(2)
Common Stock 15,000 I(2) By SLAT
Common Stock 45,000 I(2) By Family Trusts
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. Includes 174,782 restricted stock units, 63,365 stock success units, and 682,490 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") 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.
2. Reflects the transfer of (i) 15,000 shares of common stock for no consideration to a spousal lifetime access trust ("SLAT") and (ii) a total of 45,000 shares of common stock for no consideration to a series of family trusts ("Family Trusts"), with each Family Trust receiving an equal number of shares of common stock.
Remarks:
/s/ Jullienne, J. Paul, Attorney-in-Fact 11/14/2025
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did UNM’s insider report on Form 4?

A Code G transfer on 11/12/2025 of 60,000 UNM shares for $0 total consideration.

How were the 60,000 shares allocated?

15,000 shares to a SLAT and 45,000 shares to a series of Family Trusts, with each Family Trust receiving an equal number of shares.

What is the insider’s beneficial ownership after the transactions?

Beneficial ownership is 920,637 shares after the reported transfers.

What makes up the 920,637 beneficially owned shares?

They include 174,782 RSUs, 63,365 SSUs, and 682,490 common shares.

Were any shares held indirectly?

Yes. Holdings include indirect ownership via a SLAT and Family Trusts as reported.

What does transaction code G indicate here?

The filing describes transfers for no consideration, consistent with a gift/transfer classification.