Welcome to our dedicated page for Unum Group SEC filings (Ticker: UNMA), 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.
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Unum Group ownership filing: The Vanguard Group filed an amendment clarifying that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries and business divisions will report beneficial ownership separately. The amendment states The Vanguard Group now reports 0 shares beneficially owned of Unum Group common stock, representing 0% of the class.
The filing explains the change is made in reliance on SEC Release No. 34-39538 and that those subsidiaries pursue the same investment strategies previously followed. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
UNM filed a Form 144 notice reporting a proposed sale of Common shares through Fidelity Brokerage Services LLC. The filing lists 3,500 shares and references two restricted stock vesting events: 240 shares vested 03/01/2025 and 3,260 shares vested 02/17/2026.
Unum Group reported that its board approved a series of amendments to the company’s Amended and Restated Bylaws effective March 4, 2026. The changes update terminology, clarify how shareholder votes are counted, and address procedures for shareholder proposals and director nominations.
The bylaws now treat shareholders participating remotely as present “in person” for voting, define how the vote denominator is calculated, and give the board authority to determine if proposals or nominations were properly brought before a meeting. Additional revisions refine information requirements for director nominees, update indemnification provisions, and remove obsolete or outdated language, including references to old technologies and certain share certificate formalities.
Unum Group EVP and CFO Steven Andrew Zabel reported several equity compensation events involving the company’s common stock. On March 1, 2026, he received 17,840 stock-settled restricted stock units (RSUs) as a grant, which vest in three near-equal annual installments beginning on March 1, 2027.
On the same date, he had three tax-withholding dispositions under transaction code F, where 2,430, 3,090, and 1,857 shares were withheld at $71.73 per share to satisfy withholding obligations tied to the vesting of earlier RSU awards. After these transactions, he held 122,794 shares directly, including 36,631 stock-settled RSUs and 86,163 shares of common stock.
Unum Group EVP & CEO, Unum International Mark Paul Till reported several stock transactions tied to restricted stock units (RSUs). On March 1, 2026, a total of 2,855 shares of common stock were disposed of through tax-withholding dispositions at $71.73 per share to satisfy tax obligations on vesting stock-settled RSUs, as described in multiple footnotes.
On the same date, Till acquired 4,008 stock-settled RSUs in a grant with no cash price, which vest in three near-equal annual installments beginning on March 1, 2027. Footnotes state all stock-settled RSUs are settled on a 1-for-1 basis in common stock, and that his direct holdings now include both RSUs and common shares. In addition, 6,800 shares are held indirectly by his spouse.
Unum Group senior vice president and chief accounting officer Walter Lynn Rice Jr. reported routine equity compensation activity. He received a grant of 2,649 stock‑settled restricted stock units that vest in three near‑equal annual installments beginning on March 1, 2027. On the same date, 255, 333 and 186 common shares were withheld at $71.73 per share to cover tax obligations on vesting RSUs. After these transactions, he directly holds a mix of common shares and stock‑settled RSUs totaling 10,342 units.
Unum Group President and CEO Richard P. McKenney reported equity compensation activity involving company common stock. He received a grant of 78,768 stock-settled restricted stock units, which vest in three near-equal annual installments beginning on March 1, 2027. On the same date, 12,423, 13,235, and 8,374 shares of common stock were withheld at $71.73 per share to cover tax obligations tied to vesting RSUs. Following these transactions, he directly holds 940,438 common shares and stock-settled RSUs in total, and also has indirect ownership of 15,000 shares through a SLAT and 45,000 shares through family trusts.
Unum Group executive Lisa G. Iglesias reported equity compensation activity involving company common stock. On March 1, 2026, she had three tax-withholding dispositions coded "F" of 1,244, 1,309, and 818 shares at $71.73 per share to satisfy tax obligations on vesting stock-settled restricted stock units (RSUs).
On the same date, she also reported an "A" transaction, receiving a grant of 7,685 stock-settled RSUs, which may be settled 1-for-1 in common stock and are scheduled to vest in three near-equal annual installments beginning on March 1, 2027. After these transactions, her directly owned holdings included both common shares and multiple blocks of stock-settled RSUs.
Unum Group executive Timothy Gerald reported equity compensation changes involving company common stock. On March 1, 2026, he received a grant of 6,695 stock-settled restricted stock units, which may be settled on a 1-for-1 basis in common shares and vest in three near-equal annual installments beginning on March 1, 2027.
To cover tax withholding obligations tied to the vesting of previously granted stock-settled RSUs, a total of 2,819 shares were disposed of through tax-withholding transactions at $71.73 per share. After these transactions, he directly owned 58,508 common shares, including stock-settled RSUs, and indirectly held 783.647 shares through a 401(k) plan.