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.
Unum Group filings document the regulatory record of a Delaware insurance holding company with common stock and listed junior subordinated notes. Its Form 8-K reports regularly furnish quarterly earnings releases, statistical supplements, Regulation FD materials, share repurchase authorizations, and capital markets transactions such as senior note offerings.
The company’s proxy materials cover board governance, executive compensation, shareholder voting matters, and annual meeting proposals. Other filings record bylaw amendments affecting shareholder meetings, vote counting, proposal procedures, director nominations, and related governance mechanics, alongside disclosures about the company’s securities and capital structure.
DeVore Susan D. reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Susan D. DeVore received an equity award of 2,191 restricted stock units (RSUs) of common stock. The RSUs vest on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders, tying compensation to continued service.
After this grant, DeVore beneficially owns 31,785 equity interests in Unum Group, consisting of 2,191 RSUs and 29,594 shares of common stock. All RSUs are settleable on a 1-for-1 basis in shares of common stock, making this a stock-based compensation event rather than an open-market purchase.
Cross Susan Lee reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Susan Lee Cross received a grant of 2,191 restricted stock units as equity compensation, with no cash paid per unit. These RSUs vest on the earlier of May 26, 2027, or the company’s next annual shareholder meeting, tying her interests to future performance.
After this award and recent settlements, her beneficial holdings total 66,185 share-based interests, including 8,599 deferred share rights, 13,820 RSUs, and 43,766 shares of common stock, all ultimately deliverable on a 1-for-1 basis in Unum common shares.
Unum Group director Kristi Ann Matus filed an initial ownership report on Form 3. This filing identifies her as a director of Unum Group but does not list any transactions or holdings in common or derivative securities in the data provided.
Unum Group reported the results of its Annual Meeting of Shareholders held on May 21, 2026. Shareholders elected eleven directors to one-year terms expiring in 2027, with each nominee receiving over 122 million votes in favor and relatively few votes against or abstentions.
Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with about 119.7 million votes for, 4.9 million against and 0.2 million abstaining. In addition, they ratified Ernst & Young LLP as Unum’s independent registered public accounting firm for 2026 with approximately 137.2 million votes for and minimal opposition.
Unum Group has approved a higher cash return to shareholders by raising its common stock dividend. The board authorized an increase of approximately 10 percent in the quarterly dividend, setting a new rate of 50.5 cents per share, or $2.02 on an annual basis. This higher dividend is expected to apply starting with the payment scheduled for the third quarter of 2026. Unum notes in its company overview that it generated $13.1 billion in revenue and paid $8.3 billion in benefits in 2025, highlighting the scale of its workplace benefits business.
UNUM GROUP: Norges Bank reports beneficial ownership of 14,792,902 shares, representing 9.0336% of Common Stock as disclosed in Amendment No. 4 to Schedule 13G/A. The filing states sole voting power and sole dispositive power of 14,638,549 shares and shared dispositive power of 154,353 shares, with the position described as held on behalf of the Government of Norway. The filer identifies itself as an Investment Adviser and certifies comparability of its foreign regulatory scheme. Signature date appears as 05/11/2026.
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.
Unum Group executive Elizabeth Claire Ahmed reported an open-market sale of company stock. On this Form 4, she sold 12,000 shares of Unum Group common stock at a price of $80.14 per share. After the sale, she directly owns a total of 42,587 share-linked interests, including 27,687 shares of common stock and 14,900 restricted stock units, which each convert into one share of common stock. The filing also notes that her beneficial ownership reflects an exempt acquisition of 22.821 shares through the company’s employee stock purchase plan since her prior Form 4.
Issuer filed a Rule 144 notice reporting a proposed sale of 12,000 shares of Common Stock through Fidelity Brokerage Services LLC on 04/30/2026. The filing lists prior acquisitions of shares by the reporting person totaling 12,000 shares across multiple grants and ESPP purchases (examples: 4,696; 7,119; 82; 34; 31; 38) with acquisition dates from 02/20/2023 to 03/01/2025.
Unum Group reported first-quarter 2026 net income of $232.0 million, up from $189.1 million a year earlier. Total revenue rose to $3,355.2 million from $3,091.6 million, driven mainly by higher premium income and a much smaller net investment loss.
Basic and diluted net income per common share increased to $1.41 from $1.06. Total assets were $62,714.3 million and stockholders’ equity was $10,892.4 million as of March 31, 2026. Operating activities provided $340.8 million of cash, while the company returned capital through $398.8 million of share repurchases and $78.2 million of dividends.