Unum EVP has 1,817 shares withheld for taxes

Unum Group executive reports routine tax withholding on vested RSUs.

Rhea-AI Filing Summary

Unum Group executive reports routine tax withholding on vested RSUs. EVP and Chief Information & Digital Officer Shelia Danette Anderson had 1,817 shares of Unum Group common stock withheld on May 1, 2026 to cover tax obligations tied to the vesting of 7,458 stock-settled restricted stock units.

After this withholding, Anderson holds a total of 27,214 share-based units directly, consisting of 21,573 restricted stock units and 5,641 shares of common stock. This Form 4 reflects a compensation-related tax withholding disposition rather than an open-market trade.

Insider Trade Summary

Exercise Price or Tax Liability: 1,817 shares

Exercise Price or Tax Liability 1 txn

Insider Anderson Shelia Danette

Role EVP, Chief Info & Digital Off.

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	1,817	$80.84	$147K

Holdings After Transaction: Common Stock — 27,214 shares (Direct)

Footnotes (2)

1. F1. Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,458 stock-settled RSUs (as defined in footnote (2) below).
2. F2. Includes 21,573 restricted stock units and 5,641 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

Tax-withheld shares: 1,817 shares RSUs vested: 7,458 RSUs Total holdings after transaction: 27,214 units +3 more

6 metrics

Tax-withheld shares 1,817 shares Shares withheld on May 1, 2026 to satisfy tax obligations

RSUs vested 7,458 RSUs Stock-settled restricted stock units vesting triggered tax withholding

Total holdings after transaction 27,214 units Direct holdings after withholding, including RSUs and common shares

Restricted stock units held 21,573 RSUs Part of Anderson’s direct holdings following the transaction

Common shares held 5,641 shares Direct common stock position after the tax withholding

Withholding price $80.84 per share Value used for the 1,817 shares withheld for tax liability

Key Terms

stock-settled RSUs, restricted stock units, tax withholding obligation, Form 4

4 terms

stock-settled RSUs financial

"Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,458 stock-settled RSUs"

restricted stock units financial

"Includes 21,573 restricted stock units and 5,641 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 7,458 stock-settled RSUs"

Form 4 regulatory

"This Form 4 reflects a compensation-related tax withholding disposition"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Unum Group (UNM) report for Shelia Anderson?

Unum Group reported that EVP and Chief Information & Digital Officer Shelia Danette Anderson had 1,817 shares of common stock withheld to satisfy tax obligations from vesting 7,458 stock-settled RSUs. This was a compensation-related tax withholding, not an open-market stock sale.

Was the Unum Group (UNM) Form 4 a stock sale by the executive?

No. The Form 4 for Shelia Danette Anderson shows a tax-withholding disposition, coded “F,” where 1,817 shares were withheld by the company to cover taxes on RSU vesting. It does not represent an open-market purchase or sale of UNM shares.

How many Unum Group (UNM) shares and units does Shelia Anderson hold after this filing?

Following the tax withholding, Shelia Danette Anderson directly holds 27,214 share-based units: 21,573 restricted stock units and 5,641 shares of Unum Group common stock. All stock-settled RSUs may be settled on a 1-for-1 basis in common shares.

What triggered the tax withholding transaction reported by Unum Group (UNM)?

The transaction was triggered by the vesting of 7,458 stock-settled restricted stock units granted to Shelia Danette Anderson. To satisfy the related tax withholding obligation, 1,817 shares of Unum Group common stock were withheld by the company instead of being sold in the open market.

How is the Form 4 transaction for Unum Group (UNM) classified by the SEC code?

The Form 4 lists the transaction under code “F”, described as “payment of exercise price or tax liability by delivering securities.” This indicates a tax-withholding disposition of 1,817 shares, not a discretionary buy or sell decision by Shelia Danette Anderson.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/05/2026 - 07:57 PM EDT Learn about SEC filing dates

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 TENNESSEE 37402

(City) (State) (Zip)

UNITED STATES

(Country)

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.

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	05/01/2026		F		1,817(1)	D	$80.84	27,214(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 7,458 stock-settled RSUs (as defined in footnote (2) below).

2. Includes 21,573 restricted stock units and 5,641 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.

Remarks:

	/s/ Jullienne, J. Paul, Attorney-in-Fact	05/05/2026
	** 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.
* Form 4: SEC 1474 (03-26)