Unum Group (NYSE: UNM) CEO reports tax share withholding and holdings

Rhea-AI Filing Summary

Unum Group President and CEO Richard P. McKenney reported an automatic tax-withholding disposition of 24,935 shares of common stock at $71.64 per share on February 16, 2026. These shares were withheld to cover taxes on the vesting of 63,365 stock success units, which settle 1-for-1 in common shares.

After this transaction, he directly holds 895,702 shares, consisting of 720,920 common shares and 174,782 restricted stock units, all stock-settled on a 1-for-1 basis. He also has indirect holdings of 15,000 shares through a SLAT and 45,000 shares through family trusts.

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

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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^*

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)
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		24,935(1)	D	$71.64	895,702(2)	D
Common Stock								15,000	I	By SLAT
Common Stock								45,000	I	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. Shares withheld to satisfy tax withholding obligation applicable to the vesting of 63,365 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 174,782 restricted stock units and 720,920 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.
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FAQ

What did Unum Group (UNM) CEO Richard McKenney report in this Form 4?

Richard McKenney reported a tax-withholding share disposition. Unum Group’s CEO had 24,935 common shares withheld at $71.64 each to satisfy tax obligations tied to vesting stock success units that settle 1-for-1 in common stock.

Was Richard McKenney’s Unum (UNM) Form 4 transaction an open-market sale?

No, the filing shows a tax-withholding disposition, not an open-market sale. The 24,935 shares were withheld by the company to cover tax liabilities from vesting stock success units, rather than sold at the CEO’s discretion in the market.

How many Unum Group (UNM) shares does the CEO hold after this Form 4 event?

After the event, Richard McKenney directly holds 895,702 shares. This total includes 720,920 common shares and 174,782 restricted stock units, all stock-settled on a 1-for-1 basis into Unum Group common stock when delivered.

What equity awards vested for Unum (UNM) CEO Richard McKenney in this filing?

The filing references vesting of 63,365 stock success units. These units represent the third and final tranche of an August 20, 2020 grant, tied to performance metrics from January 1, 2021 through December 31, 2025, and settle 1-for-1 in common shares.

What indirect Unum Group (UNM) share holdings are reported for the CEO?

Richard McKenney reports indirect ownership through trusts. The Form 4 lists 15,000 Unum common shares held by a SLAT and 45,000 shares held by family trusts, separate from his directly owned and restricted stock unit holdings.