Every Form 4 that Unum Group 6.250% Junior Subordinated Notes due 2058 (UNMA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow UNMA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UNMA filings page.
Unum Group (UNM) reported that Walter Lynn Rice Jr., its Senior Vice President and Chief Accounting Officer, disposed of shares of common stock on September 10, 2026. He sold 2,188 shares of common stock at $94.315 per share in an open-market or private transaction and made a bona fide gift of 239 shares the same day. After these transactions, he held a total of 7,915 shares, including 5,404 stock-settled restricted stock units and 2,511 shares of common stock. No Rule 10b5-1 trading plan is reported for these transactions.
Unum Group (UNM) director Timothy F. Keaney reported selling 4,300 shares of common stock on September 10, 2026 in a sale characterized as an open market or private transaction at $94.02 per share. After this transaction, he reports beneficial ownership of 36,502 shares, including deferred share rights and restricted stock units, with no Rule 10b5-1 trading plan indicated.
Unum Group (UNM) reported that Lisa G. Iglesias, EVP and General Counsel, sold 4,000 shares of Common Stock on September 9, 2026 in an open-market transaction at a weighted average price of $94.4367 per share, with individual sale prices ranging from $94.434 to $94.470 per share.
After this sale, Iglesias directly holds 25,453 shares in total, consisting of 15,818 restricted stock units that are stock-settled on a 1-for-1 basis in common shares and 9,635 shares of common stock. No Rule 10b5-1 trading plan is indicated.
Unum Group executive Andrew D. Walker, EVP and Chief Customer Operations Officer, reported a Form 4 transaction involving common stock. On 2026-07-31, 1,819 shares were disposed of as a payment of tax liability by delivering or withholding securities, at $86.11 per share. The shares were withheld to satisfy tax obligations arising from the vesting of 7,467 stock-settled restricted stock units (RSUs).
After this tax-withholding disposition, Walker directly holds a total of 24,324 share-based interests, consisting of 18,676 restricted stock units and 5,648 shares of common stock. All stock-settled RSUs may be settled on a 1-for-1 basis solely in shares of Unum Group common stock.
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.
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.
Unum Group director Joseph Echevarria reported equity compensation awards in the form of company stock-based units. On May 26, 2026, he acquired 1,540 shares of Unum Group common stock as a grant or award, and a separate 2,191-share grant, both at no cash cost.
Footnotes explain these awards are restricted stock units (RSUs) and deferred share rights (DSRs) that vest on the earlier of May 26, 2027, or Unum Group's next annual shareholder meeting. After these changes, his beneficial ownership reflects tens of thousands of DSRs and RSUs plus common shares, all ultimately settleable 1-for-1 in common stock.
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 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.
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.
Anderson Shelia Danette reported acquisition or exercise transactions in this Form 4 filing.
Unum Group executive Shelia Danette Anderson, EVP and Chief Information & Digital Officer, received a grant of 6,430 stock-settled restricted stock units, reported as common stock, on March 1, 2026. These RSUs vest in three near-equal annual installments starting March 1, 2027 and can be settled 1-for-1 in common shares. Following this award, her directly held stake is 29,031 shares.
Unum Group executive Elizabeth Claire Ahmed reported a mix of equity award activity and related tax-share dispositions. On March 1, 2026, she received a grant of 6,814 stock-settled RSUs at a stated price of $0.00 per share, increasing her direct holdings to 54,564 common shares.
On the same date, she had four tax-withholding dispositions of Unum Group common stock, totaling several thousand shares at $71.73 per share, to satisfy tax obligations tied to vesting RSUs. Footnotes explain that her holdings comprise both common shares and stock-settled RSUs, which are settled on a 1-for-1 basis only in common stock.
The newly granted RSUs are scheduled to vest in three near-equal annual installments beginning on March 1, 2027, providing a multi-year equity incentive for the EVP, People & Communications.
Unum Group director Timothy F. Keaney reported an open-market sale of 4,500 shares of common stock at a price of $72.58 per share. After this transaction on February 18, 2026, he reported holding 38,592 shares, including deferred share rights and restricted stock units that settle 1-for-1 in common stock.
Unum Group director Cynthia Egan sold 9,000 shares of common stock in an open-market transaction at a weighted average price of $73.0035 per share, with individual sale prices ranging from $73.000 to $73.035.
After this sale, she reported ownership of 42,846 shares, consisting of 2,198 restricted stock units (RSUs) and 40,648 shares of common stock. The RSUs are each settleable on a 1-for-1 basis in shares of common stock. The filing notes that the beneficial ownership figure reflects delivery of common shares upon settlement of 3,342 RSUs since her prior Form 4.
Unum Group EVP and CFO Steven Andrew Zabel reported a tax-withholding share disposition related to vesting equity awards. On this Form 4, 1,516 shares of common stock were withheld at $71.64 per share to satisfy tax obligations on the vesting of 3,852 stock success units granted in 2020. After this transaction and an exempt acquisition of 40.143 shares under the employee stock purchase plan, his direct beneficial ownership stands at 112,331 shares, including 38,724 restricted stock units and 73,607 shares of common stock, all of which are stock-settled on a 1-for-1 basis.
Unum Group executive Christopher W. Pyne, EVP of Group Benefits, reported a tax-related share disposition. On the vesting of 4,163 stock success units, the company withheld 1,847 shares of common stock to cover tax obligations at a price of $71.64 per share.
After this withholding transaction, Pyne directly owned 48,187 Unum shares, consisting of 20,623 restricted stock units and 27,564 shares of common stock, all of which may be settled or are held on a 1-for-1 basis in Unum common stock.
Unum Group President and CEO Richard P. McKenney reported an automatic tax-withholding disposition of 24,935 shares of common stock at $71.64 per share on February 16, 2026. These shares were withheld to cover taxes on the vesting of 63,365 stock success units, which settle 1-for-1 in common shares.
After this transaction, he directly holds 895,702 shares, consisting of 720,920 common shares and 174,782 restricted stock units, all stock-settled on a 1-for-1 basis. He also has indirect holdings of 15,000 shares through a SLAT and 45,000 shares through family trusts.
Unum Group executive Lisa G. Iglesias reported a tax-related share disposition. On the vesting of 6,721 stock success units granted in 2020, 2,645 common shares were withheld at $71.64 per share to cover tax obligations. After this non-market transaction, she holds 28,639 shares, including 17,241 restricted stock units and 11,398 common shares, all convertible 1-for-1 into common stock.
Unum Group executive Timothy Gerald reported a tax-related share withholding, not an open-market sale. On the vesting of 5,658 stock success units, 2,227 common shares were withheld at $71.64 per share to cover tax obligations. After this transaction, he directly holds 54,632 Unum shares, which the footnotes state include 14,841 restricted stock units and 39,791 common shares, and indirectly holds 783.669 shares through a 401(k) plan. Footnotes also note exempt acquisitions of 18.212 shares under the employee stock purchase plan since his prior filing.
Unum Group EVP Elizabeth Claire Ahmed reported a tax-related share disposition. On the vesting of 756 stock success units granted in 2020, 185 shares of common stock were withheld at $71.64 per share to cover tax obligations. After this transaction, she beneficially owns 51,055 shares, including 16,863 restricted stock units and 34,192 common shares.
Unum Group senior vice president and chief accounting officer reported recent transactions in company stock. On December 9, 2025, the officer sold 900 shares of Unum Group common stock at a weighted average price of $73.5019 per share, as part of multiple trades within a narrow price range. On the same date, the officer also reported a gift of 473 shares of common stock at a price of $0, indicating a transfer without consideration.
After these transactions, the officer beneficially owned 8,467 shares of Unum Group common stock, including 5,546 stock-settled restricted stock units that can be settled on a 1-for-1 basis in common shares and 2,921 shares of common stock. All reported holdings are shown as directly owned.
Unum Group executive reports transfer of shares to spouse
An Unum Group (UNM) officer, listed as EVP & CEO of Unum International, reported a transfer of 6,800 shares of common stock on 11/14/2025. The transaction is coded as a "G" transaction, indicating a transfer of shares, and was recorded at a price of $0, meaning there was no consideration paid for the transfer.
After this transaction, the reporting person beneficially owns 18,486 shares, including 11,681 restricted stock units and 6,805 shares of common stock, which may be settled on a 1-for-1 basis in common stock. The 6,800 transferred shares are now reported as indirectly owned through the executive’s spouse, reflecting an internal reclassification of how these holdings are owned within the household rather than a market sale.
Unum Group (UNM) disclosed an insider stock transfer. The company’s President and CEO filed a Form 4 reporting a Code G transaction on 11/12/2025, transferring 60,000 shares of common stock for $0 total consideration.
Of these, 15,000 shares went to a spousal lifetime access trust (SLAT) and 45,000 shares went to a series of family trusts, each receiving an equal number of shares. Following the transactions, the reporting person beneficially owned 920,637 shares, which includes 174,782 restricted stock units, 63,365 stock success units, and 682,490 shares of common stock. Some holdings are reported as indirect through the SLAT and Family Trusts.
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.