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Unum Group SEC Filings

UNMA NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Unum Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Unum Group's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many Unum Group (UNMA) SEC filings are available on StockTitan?

StockTitan tracks 70 SEC filings for Unum Group (UNMA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Unum Group (UNMA)?

The most recent SEC filing for Unum Group (UNMA) was filed on March 3, 2026.