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Unum Group (NYSE: UNM) awards 6,430 stock-settled RSUs to EVP Anderson

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

Rhea-AI Filing Summary

Anderson Shelia Danette reported acquisition or exercise transactions in this Form 4 filing.

Unum Group executive Shelia Danette Anderson, EVP and Chief Information & Digital Officer, received a grant of 6,430 stock-settled restricted stock units, reported as common stock, on March 1, 2026. These RSUs vest in three near-equal annual installments starting March 1, 2027 and can be settled 1-for-1 in common shares. Following this award, her directly held stake is 29,031 shares.

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Insider Anderson Shelia Danette
Role EVP, Chief Info & Digital Off.
Type Security Shares Price Value
Grant/Award Common Stock 6,430 $0.00 --
Holdings After Transaction: Common Stock — 29,031 shares (Direct)
Footnotes (1)
  1. All are stock-settled RSUs (as defined in footnote (2) below), which vest in three near-equal annual installments beginning on March 1, 2027. All are restricted stock units ("stock-settled RSUs"), which may be settled, on a 1-for-1 basis, only in shares of common stock.
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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*
Anderson Shelia Danette
(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, Chief Info & Digital Off.
3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026
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 03/01/2026 A 6,430(1) A $0 29,031(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. All are stock-settled RSUs (as defined in footnote (2) below), which vest in three near-equal annual installments beginning on March 1, 2027.
2. All are restricted stock units ("stock-settled RSUs"), which may be settled, on a 1-for-1 basis, only in shares of common stock.
Remarks:
/s/ Jullienne, J. Paul, Attorney-in-Fact 03/03/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Unum Group (UNM) report in this Form 4 for Shelia Anderson?

Unum Group reported that EVP and Chief Information & Digital Officer Shelia Danette Anderson acquired 6,430 stock-settled restricted stock units on March 1, 2026. These units are tied to Unum common stock and represent a compensation-related equity award.

How many Unum Group (UNM) shares does Shelia Anderson hold after this transaction?

After this equity grant, Shelia Danette Anderson is shown as directly owning 29,031 Unum Group common shares. This total reflects the newly awarded 6,430 stock-settled RSUs reported in the filing, combined with her previously reported holdings.

When do Shelia Anderson’s new Unum Group (UNM) RSUs vest?

The 6,430 stock-settled restricted stock units granted to Shelia Anderson vest in three near-equal annual installments. The vesting begins on March 1, 2027, spreading the award over three years as part of her long-term incentive compensation.

What type of equity did Shelia Anderson receive from Unum Group (UNM)?

She received restricted stock units described as stock-settled RSUs, which may be settled only in Unum common stock. Each RSU can convert into one share on a 1-for-1 basis upon settlement, aligning her compensation with shareholder interests.

Was this Unum Group (UNM) insider transaction a market purchase or sale?

No, this transaction was not a market buy or sell. The Form 4 characterizes it as a grant or award acquisition of 6,430 stock-settled restricted stock units to executive Shelia Anderson, reflecting compensation rather than open-market trading activity.