Welcome to our dedicated page for Unum SEC filings (Ticker: UNM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Unum Group (NYSE: UNM) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. As a Fortune 500 workplace benefits provider in the direct life insurance carriers industry, Unum uses filings such as Forms 10-K, 10-Q, and 8-K to report its financial condition, segment performance, risk factors, and material events to investors and regulators.
Unum’s recent Form 8-K filings illustrate the types of information investors can expect. Some 8-Ks report quarterly results, referencing detailed statistical supplements posted by the company. Others describe capital markets transactions, such as the completion of a $300 million offering of 5.250% senior notes due 2035 under an existing shelf registration, including references to the underwriting agreement, form of notes, and legal opinions. Additional 8-Ks cover board actions like the authorization of a share repurchase program of up to $1 billion of common stock, or the closing of a coinsurance transaction that cedes portions of closed block individual long-term care and individual disability business to a reinsurer.
Through its periodic and current reports, Unum also discloses segment-level results for Unum US, Unum International, Colonial Life, and Closed Block, along with information on reinsurance arrangements, reserve assumption updates, and capital structure. Investors interested in Unum’s debt profile can review registered senior and subordinated notes and related indenture documents referenced in filings.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand earnings trends, capital actions, and material agreements. Real-time updates from EDGAR ensure that new UNM filings, including Forms 4 for insider transactions when available, appear promptly, while AI-generated explanations make complex insurance and capital markets disclosures more accessible to a broad range of investors.
Unum Group (UNM) insider activity: The EVP, Group Benefits reported two transactions on 11/07/2025. He sold 4,000 shares of common stock at a weighted average price of $78.0371 and reported a gift of 400 shares.
After these transactions, he directly beneficially owned 50,972 shares. This total includes 24,095 restricted stock units, 4,163 stock success units, and 22,714 shares of common stock.
Unum Group (UNM) filed a Form 144 indicating a proposed sale of 4,000 common shares. The notice lists Fidelity Brokerage Services LLC as broker and an aggregate market value of $312,148.26. The shares are slated for sale on or about 11/07/2025 on the NYSE.
The seller acquired 4,000 shares on 03/01/2025 via restricted stock vesting from the issuer as compensation. Shares outstanding were 167,331,269; this is a baseline figure, not the amount being offered.
Unum Group plans a primary offering of new senior notes via a preliminary prospectus supplement. The notes will be unsecured, unsubordinated obligations ranking equally with Unum’s other unsecured senior debt and structurally subordinated to obligations of its subsidiaries. They feature optional redemption, including a make‑whole provision before a defined Par Call Date and redemption at 100% of principal on or after that date. The notes will be issued in $2,000 denominations (and $1,000 multiples), settled through DTC, and will not be listed on an exchange.
Unum expects to use net proceeds for general corporate purposes, including replacing cash and cash equivalents used to repay $275 million of 3.875% Senior Notes due 2025 that matured on November 5, 2025. Key risks highlighted include the ability to incur additional indebtedness, limited acceleration rights, holding‑company structural subordination, and the possibility that an active trading market may not develop for the notes. The Bank of New York Mellon Trust Company, N.A. will serve as trustee, registrar, and paying agent, and New York law will govern the notes and indenture.
Unum Group’s third quarter 2025 results show modest growth in revenue but a sharp drop in profit driven by reserve and investment volatility. Total revenue for the quarter rose to $3.38 billion from $3.22 billion a year earlier, led by higher premium income of $2.69 billion and stronger other income.
Despite this, net income for the quarter fell to $39.7 million from $645.7 million. The key swing factor was a $475.9 million policy benefits remeasurement loss, compared with a large remeasurement gain in the prior year, alongside higher other expenses. Net investment income also declined year over year.
For the first nine months of 2025, revenue increased slightly to $9.83 billion, but net income dropped to $564.4 million from $1.43 billion, reflecting similar reserve and investment dynamics. The balance sheet remains sizable with $63.68 billion in assets and $10.91 billion of stockholders’ equity. Unum continued returning capital, paying $229.8 million in dividends and repurchasing $839.5 million of common stock year to date.
Unum Group furnished an 8-K announcing its third-quarter 2025 results. On November 3, 2025, the company issued a news release (Exhibit 99.1) and posted a Statistical Supplement (Exhibit 99.2) on its website. Under Item 2.02, these materials are furnished, not filed, pursuant to General Instruction B.2 and are incorporated by reference only if specifically identified in future filings.
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