Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRINET GROUP, INC.TNET · Entity 4202 | Director · PRESIDENT & CEO | August 15, 2026 | August 18, 2026 |
| Unum GroupUNM · Entity 3369 | EVP, Chief Operating Officer | May 05, 2023 | May 09, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TRINET GROUP, INC.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 278,212 |
Last balance in matching sequence
After 2026-08-15 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-08-15 · Tax withholding · Disposed 992 · Balance 283,019 F1: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 2 · 2026-08-15 · Tax withholding · Disposed 1,601 · Balance 281,418 F3: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 3 · 2026-08-15 · Tax withholding · Disposed 3,206 · Balance 278,212 F4: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 20, 2026. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024.
F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.
F3: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025.
F4: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 20, 2026.
Unum Group
Report date May 05, 2023 · Filed May 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 222,088 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Sale · Disposed 18,000 · Balance 222,088 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022. F2: Includes 60,655 restricted stock units ("stock-settled RSUs"), 31,217 stock success units ("SSUs"), and 130,216 shares of common stock. All stock-settled RSUs and SSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022.
F2: Includes 60,655 restricted stock units ("stock-settled RSUs"), 31,217 stock success units ("SSUs"), and 130,216 shares of common stock. All stock-settled RSUs and SSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 15, 2026 Filed Aug 18, 2026 22:24 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 3,206 | $68.75 | $220,412.50 |
DisclosureSEC source: 0001580627-26-000012 · wk-form4_1787091889.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,212 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 20, 2026. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 22:24 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,601 | $68.75 | $110,068.75 |
DisclosureSEC source: 0001580627-26-000012 · wk-form4_1787091889.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,418 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 22:24 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 992 | $68.75 | $68,200.00 |
DisclosureSEC source: 0001580627-26-000012 · wk-form4_1787091889.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,019 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2026 Filed May 19, 2026 22:32 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 3,206 | $39.64 | $127,085.84 |
DisclosureSEC source: 0001580627-26-000010 · wk-form4_1779229957.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,011 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 20, 2026. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2026 Filed May 19, 2026 22:32 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,625 | $39.64 | $64,415.00 |
DisclosureSEC source: 0001580627-26-000010 · wk-form4_1779229957.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,217 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2026 Filed May 19, 2026 22:32 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,000 | $39.64 | $39,640.00 |
DisclosureSEC source: 0001580627-26-000010 · wk-form4_1779229957.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,842 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 22:56 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 115,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001580627-26-000008 · wk-form4_1774392994.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,842 F1 · shares: Represents a grant of a restricted stock unit award. The restricted stock unit award is subject to a 4-year vesting schedule: one-sixteenth of the total number of shares vesting quarterly on the 15th day of the second month of each calendar quarter following the grant date. The restricted stock unit award is also subject to accelerated vesting upon certain events. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:07 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 66,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001580627-26-000006 · wk-form4_1772752054.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,193 F1 · shares: Represents the portion of a performance-based restricted stock unit award (the "PRSUs") made on March 21, 2025 that was determined to be earned based on performance for the period ending December 31, 2025. The PRSUs will vest as follows: 50% on December 31, 2026 and 50% on December 31, 2027, subject to continued service through each such date and are subject to accelerated vesting upon certain events. Each PRSU represents a contingent right to receive one share of TNET common stock upon vesting. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 22:50 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,240 | $39.82 | $49,376.80 |
DisclosureSEC source: 0001580627-26-000004 · wk-form4_1771455024.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,375 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 22:50 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 700 | $39.82 | $27,874.00 |
DisclosureSEC source: 0001580627-26-000004 · wk-form4_1771455024.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,615 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:42 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 4,100 | $59.44 | $243,704.00 |
DisclosureSEC source: 0001580627-26-000002 · wk-form4_1767656556.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,315 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:35 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,708 | $55.70 | $95,135.60 |
DisclosureSEC source: 0001580627-25-000003 · wk-form4_1763508951.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,415 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:35 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,032 | $55.70 | $57,482.40 |
DisclosureSEC source: 0001580627-25-000003 · wk-form4_1763508951.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,123 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:23 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,708 | $66.00 | $112,728.00 |
DisclosureSEC source: 0000937098-25-000144 · wk-form4_1755642197.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,155 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:23 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,026 | $66.00 | $67,716.00 |
DisclosureSEC source: 0000937098-25-000144 · wk-form4_1755642197.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,863 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:55 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 284 | $72.68 | $20,641.12 |
DisclosureSEC source: 0000937098-25-000086 · wk-form4_1747695343.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,889 F4 · shares: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:55 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,707 | $83.88 | $143,183.16 |
DisclosureSEC source: 0000937098-25-000086 · wk-form4_1747695343.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,605 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:55 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 3,899 | $83.88 | $327,048.12 |
DisclosureSEC source: 0000937098-25-000086 · wk-form4_1747695343.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,312 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 22:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 53,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-25-000058 · wk-form4_1742942310.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,211 F1 · shares: Represents a grant of a restricted stock unit award. The restricted stock unit award is subject to a 4-year vesting schedule: one-sixteenth of the total number of shares vesting quarterly on the 15th day of the second month of each calendar quarter following the grant date. The restricted stock unit award is also subject to accelerated vesting upon certain events. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 16,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-25-000033 · wk-form4_1741217415.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,423 F1 · shares: Represents the portion of a performance-based restricted stock unit award (the "PRSUs") made on March 15, 2024 that was determined to be earned based on performance for the period ending December 31, 2024. The PRSUs will vest as follows: 50% on December 31, 2025 and 50% on December 31, 2026, subject to continued service through each such date and are subject to accelerated vesting upon certain events. Each PRSU represents a contingent right to receive one share of TNET common stock upon vesting. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:45 UTC | TRINET GROUP, INC. TNET · Entity 4202 | PurchaseCommon Stock | 13,500 | $73.59 | $993,435.30 |
DisclosureSEC source: 0000937098-25-000031 · wk-form4_1741131892.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,835 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $73.21 to $73.8550, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth herein. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 6,068 | $90.68 | $550,246.24 |
DisclosureSEC source: 0000937098-25-000004 · wk-form4_1735946058.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,335 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2024 Filed Jan 3, 2025 23:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 242 | $77.95 | $18,863.90 |
DisclosureSEC source: 0000937098-25-000004 · wk-form4_1735946058.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,403 F1 · shares: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:43 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 33,427 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-24-000073 · wk-form4_1710888191.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,161 F3 · shares: Represents a grant of a restricted stock unit award. The restricted stock unit award is subject to a 4-year vesting schedule: one-fourth of the total number of shares vesting on the 15th day of the second month following the one-year anniversary of the grant date, and one-sixteenth of the total number of shares vesting on the 15th day of the second month of each of the twelve calendar quarters thereafter. The restricted stock unit award is also subject to accelerated vesting upon certain events. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:43 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 12,734 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-24-000073 · wk-form4_1710888191.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,734 F1 · shares: Represents a grant of a restricted stock unit award. The restricted stock unit award will vest 100% on December 31, 2024. The restricted stock unit award is also subject to accelerated vesting upon certain events. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 05, 2023 Filed May 9, 2023 21:39 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 18,000 | $43.72 | $786,960.00 |
DisclosureSEC source: 0000005513-23-000128 · wf-form4_168366837820540.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 222,088 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022. F2 · balance_after: Includes 60,655 restricted stock units ("stock-settled RSUs"), 31,217 stock success units ("SSUs"), and 130,216 shares of common stock. All stock-settled RSUs and SSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:59 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 26,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000060 · wf-form4_167788435654487.xml · nonDerivative · entry 4 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,088 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2024. F8 · balance_after: Includes 60,655 stock-settled RSUs, 31,217 SSUs, and 148,216 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:59 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 5,241 | $45.57 | $238,832.37 |
DisclosureSEC source: 0000005513-23-000060 · wf-form4_167788435654487.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,018 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 11,816 stock-settled RSUs. F6 · balance_after: Includes 34,585 stock-settled RSUs, 31,217 SSUs, and 148,216 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:59 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 4,561 | $45.57 | $207,844.77 |
DisclosureSEC source: 0000005513-23-000060 · wf-form4_167788435654487.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,259 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 10,282 stock-settled RSUs. F4 · balance_after: Includes 46,401 stock-settled RSUs, 31,217 SSUs, and 141,641 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:59 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,985 | $45.57 | $181,596.45 |
DisclosureSEC source: 0000005513-23-000060 · wf-form4_167788435654487.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,820 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 8,985 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 56,683 restricted stock units, 31,217 stock success units, and 135,920 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:43 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 21,151 | $42.81 | $905,474.31 |
DisclosureSEC source: 0000005513-23-000028 · wf-form4_167710938166221.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,805 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2020 PSUs. F5 · balance_after: Includes 65,668 stock-settled RSUs, 31,217 SSUs, and 130,920 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:43 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 47,566.8 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000028 · wf-form4_167710938166221.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,956 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2020 ("2020 PSUs"). The shares were earned upon the vesting of the 2020 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2022. F2 · balance_after: Includes 65,668 restricted stock units, 31,217 stock success units, and 152,071 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisition of 869.656 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:29 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 20,000 | $30.00 | $600,000.00 |
DisclosureSEC source: 0000005513-22-000069 · wf-form4_164815735878614.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,519 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2021. F2 · balance_after: Includes 65,668 restricted stock units ("stock-settled RSUs"), 31,217 stock success units ("SSUs"), and 103,634 shares of common stock. All stock-settled RSUs and SSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:30 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 35,807 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000054 · wf-form4_164635379663355.xml · nonDerivative · entry 4 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,519 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2023. F8 · balance_after: Includes 65,668 stock-settled RSUs, 31,217 SSUs, and 123,634 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:30 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 4,560 | $26.88 | $122,572.80 |
DisclosureSEC source: 0000005513-22-000054 · wf-form4_164635379663355.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,712 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 10,281.000 stock-settled RSUs. F6 · balance_after: Includes 29,861 stock-settled RSUs, 31,217 SSUs, and 123,634 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:30 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,868 | $26.88 | $103,971.84 |
DisclosureSEC source: 0000005513-22-000054 · wf-form4_164635379663355.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,272 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 8,721.000 stock-settled RSUs. F4 · balance_after: Includes 40,142 stock-settled RSUs, 31,217 SSUs, and 117,913 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:30 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,851 | $26.88 | $49,754.88 |
DisclosureSEC source: 0000005513-22-000054 · wf-form4_164635379663355.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,140 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,305.586 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 48,863 restricted stock units, 31,217 stock success units ("SSUs"), and 113,060 shares of common stock. All restricted stock units ("stock-settled RSUs") and SSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 19, 2022 Filed Feb 24, 2022 02:35 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 6,819 | $28.82 | $196,523.58 |
DisclosureSEC source: 0000005513-22-000021 · wf-form4_164567011904375.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,169 F6 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 15,375 SSUs, representing one-third of the SSUs originally granted on August 24, 2020, and the certification of the achievement of the performance metrics over the performance period from January 1, 2021 to December 31, 2021. F7 · balance_after: Includes 55,169 stock-settled RSUs, 31,217 SSUs, and 106,783 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 19, 2022 Filed Feb 24, 2022 02:35 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 5,273 | $28.82 | $151,967.86 |
DisclosureSEC source: 0000005513-22-000021 · wf-form4_164567011904375.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,988 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2019 PSUs. F5 · balance_after: Includes 55,169 stock-settled RSUs, 46,592 SSUs, and 98,227 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 19, 2022 Filed Feb 24, 2022 02:35 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 11,756.729 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000021 · wf-form4_164567011904375.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,261 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2019 ("2019 PSUs"). The shares were earned upon the vesting of the 2019 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2021. F2 · balance_after: Includes 55,169 restricted stock units, 46,592 stock success units, and 103,500 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of 267.186 stock-settled RSUs and 3,792.894 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| February 19, 2022 Filed Mar 3, 2022 02:01 UTC Amendment | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 6,819 | $28.82 | $196,523.58 |
DisclosureSEC source: 0000005513-22-000036 · wf-form4a_164627285770341.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,991 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 15,375 SSUs, representing one-third of the SSUs originally granted on August 24, 2020, and the certification of the achievement of the performance metrics over the performance period from January 1, 2021 to December 31, 2021. F4 · balance_after: Includes 55,169 stock-settled RSUs, 31,217 SSUs, and 108,605 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 19, 2022 Filed Mar 3, 2022 02:01 UTC Amendment | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,451 | $28.82 | $99,457.82 |
DisclosureSEC source: 0000005513-22-000036 · wf-form4a_164627285770341.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,810 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2019 PSUs. F2 · balance_after: Includes 55,169 stock-settled RSUs, 46,592 SSUs, and 100,049 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:05 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 31,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-21-000062 · wf-form4_161481632833375.xml · nonDerivative · entry 4 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,444 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2022. F8 · balance_after: Includes 54,901 stock-settled RSUs, 46,592 SSUs, and 87,951 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:05 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,560 | $27.20 | $69,632.00 |
DisclosureSEC source: 0000005513-21-000062 · wf-form4_161481632833375.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,287 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 8,720.000 stock-settled RSUs. F6 · balance_after: Includes 23,744 stock-settled RSUs, 46,592 SSUs, and 87,951 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:05 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,720 | $27.20 | $46,784.00 |
DisclosureSEC source: 0000005513-21-000062 · wf-form4_161481632833375.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,847 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,859.792 stock-settled RSUs. F4 · balance_after: Includes 32,464 stock-settled RSUs, 46,592 SSUs, and 81,791 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:05 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,298 | $27.20 | $35,305.60 |
DisclosureSEC source: 0000005513-21-000062 · wf-form4_161481632833375.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,567 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,421.642 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 38,324 restricted stock units, 46,592 stock success units ("SSUs"), and 77,651 shares of common stock. All restricted stock units ("stock-settled RSUs") and SSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 23:44 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,855 | $26.63 | $76,028.65 |
DisclosureSEC source: 0000005513-21-000033 · wf-form4_161429659761269.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,865 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2018 PSUs. F5 · balance_after: Includes 42,746 stock-settled RSUs, 46,592 SSUs, and 74,527 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 23:44 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 9,543.484 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-21-000033 · wf-form4_161429659761269.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,720 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2018 ("2018 PSUs"). The shares were earned upon the vesting of the 2018 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2020. F2 · balance_after: Includes 42,746 restricted stock units, 46,592 stock success units, and 77,382 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of 179.616 stock-settled RSUs and 1,037.569 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:07 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 27,000 | $24.92 | $672,840.00 |
DisclosureSEC source: 0000005513-21-000019 · wf-form4_161368955626162.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,960 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 30, 2020. F2 · balance_after: Includes 42,566 restricted stock units, 46,592 stock success units, and 66,801 shares of common stock. All restricted stock units ("stock-settled RSUs") and stock success units ("SSUs") may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of 212.029 stock-settled RSUs and 1,201.360 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 23:29 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 46,592 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000141 · wf-form4_159848456645179.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,546 F1 · shares: All are stock success units ("SSUs"), which may be settled, on a 1-for-1 basis, only in shares of common stock. The SSUs will vest in full on the sixth anniversary of the grant date, subject to the reporting person's continued employment, unless vesting is accelerated based on the achievement of specific performance hurdles measured over one-, three- and five-year performance periods that begin January 1, 2021. One-third of the SSUs will be eligible to accelerate and vest on a cumulative basis on the last day of each performance period, in each case conditioned upon achievement of the performance hurdles during the applicable performance period. In connection with the grant of SSUs, the reporting person has committed to hold an equal number of shares of common stock currently owned by the reporting person and any sale of such committed shares prior to the vesting of SSUs will result in the immediate proportional forfeiture of any unvested SSUs. F2 · balance_after: Includes 42,354 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), 46,592 SSUs, and 92,600 shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 566.421 stock-settled RSUs and 3,261.956 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.