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.
Unum Group is transferring a large portion of its legacy long-term care exposure through a new reinsurance deal with Fortitude Re. Unum Life Insurance Company of America will cede, on a coinsurance basis, individual long-term care policies representing $3.8 billion of statutory reserves previously in its Fairwind captive.
The block covers about 50,000 policies with $3.8 billion of statutory reserves and $4.5 billion of best estimate reserves, equal to 26% of total LTC statutory reserves and 52% of individual LTC reserves as of March 31, 2026. After this and a prior 2025 transaction, Unum expects roughly 40% cumulative reduction in LTC statutory reserves and remaining LTC reserves of about $11.0 billion, now weighted toward group LTC. Management expects capital and tax benefits, while maintaining year-end 2026 holding company liquidity of $1.5–$2.0 billion, leverage near 25%, and RBC of 400–425%, with only limited impact on operating earnings.
Unum Group executive Andrew D. Walker filed an initial ownership report showing direct holdings tied to common stock. The filing indicates he holds 26,143 units linked to common shares. These are described as restricted stock units that settle on a 1-for-1 basis in common stock.
The RSUs were issued in two grants dated July 31, 2025 and March 1, 2026, and each grant vests in three nearly equal annual installments starting on the first anniversary of its grant date. This Form 3 establishes Walker’s baseline equity position as an officer of the company.
Unum Group announced that Andrew D. Walker has been promoted to Executive Vice President, Chief Customer Operations Officer. He continues to lead Customer Operations, overseeing teams, capabilities and transformation efforts that support how the company serves customers, partners and employer clients.
Walker joined Unum Group in 2025 as Senior Vice President, Chief Customer Operations Officer and has focused on strengthening operational performance, simplifying processes and advancing initiatives for better customer outcomes. His background includes senior operations roles at Western Union, USAA and Nationwide, and he holds a Bachelor of Science in accounting.
Unum Group describes itself as a leading international provider of workplace benefits and services. In 2025, it reported $13.1 billion in revenues and paid $8.3 billion in benefits, highlighting the scale of the business that Walker’s customer-focused operations support.
O HANLEY RONALD P reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Ronald P. O'Hanley reported equity-based awards of common stock on May 26, 2026. He received 1,777 restricted stock units ("RSUs") that vest on the earlier of May 26, 2027, or Unum Group's next annual shareholder meeting, and 2,191 deferred share rights ("DSRs") elected in lieu of cash retainers.
All DSRs and RSUs are settled 1-for-1 in Unum Group common stock. After these awards and recent settlements and dividend reinvestments, his beneficial ownership totals 47,534 equity-related interests, including 16,606 DSRs, 13,383 RSUs, and 17,545 shares of common stock.
Matus Kristi Ann reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Kristi Ann Matus received an equity grant of 2,191 restricted stock units (RSUs) on Common Stock. These RSUs vest on the earlier of May 26, 2027, or Unum Group’s next annual meeting of shareholders, and each unit will settle into one share of common stock. Following this award, she holds 2,191 shares directly, reflecting a routine compensation-related stock grant rather than an open-market purchase or sale.
Unum Group director Mojgan M. Lefebvre received an equity award of 2,191 shares of common stock in the form of restricted stock units. These RSUs vest on the earlier of May 26, 2027, or the company’s next annual shareholder meeting and carry no cash exercise price.
After this award, Lefebvre beneficially owns 15,269 shares, including 4,529 deferred share rights, 8,533 RSUs, and 2,207 shares of common stock. All deferred share rights and RSUs are settleable on a 1-for-1 basis in Unum Group common stock, making this a compensation-related increase rather than an open-market purchase.
KING GALE V. reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Gale V. King received a grant of 2,191 restricted stock units (RSUs) as equity compensation. The RSUs vest on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders. Following this grant, King holds 23,462 equity-based interests in total, including 6,078 deferred share rights (DSRs), 12,676 RSUs, and 4,708 shares of common stock, all of which can be settled on a one-for-one basis in Unum common shares.
Keaney Timothy F reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Timothy F. Keaney received an award of 2,191 restricted stock units (RSUs) of common stock. The RSUs vest on the earlier of May 26, 2027, or Unum Group's next annual shareholder meeting. After this grant, he beneficially owns 40,796 common-share equivalents, including 1,117 deferred share rights, 2,191 RSUs, and 37,489 shares of common stock.
KABAT KEVIN T reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Kevin T. Kabat reported equity compensation awards in the form of restricted stock units (RSUs). On May 26, 2026, he received grants of 1,333 RSUs and 2,191 RSUs, which vest on the earlier of May 26, 2027, or Unum Group's next annual shareholder meeting.
Footnotes state these awards represent half of the annual Board Chair retainer for the 2026–2027 Board year and will settle 1-for-1 in common stock. After including these grants and prior RSU settlements, Kabat beneficially owns 123,806 shares of common stock and 3,524 RSUs.
Egan Cynthia reported acquisition or exercise transactions in this Form 4 filing.
Unum Group director Cynthia Egan received an award of 2,191 restricted stock units (RSUs) on May 26, 2026. The RSUs vest on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders and are settled 1-for-1 in common stock.
After this grant, Egan's holdings total 45,037 units and shares, consisting of 4,389 RSUs and 40,648 shares of common stock. This is a routine equity compensation grant, not an open-market purchase or sale.