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 |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 4, 2020 00:18 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 26,426 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000068 · wf-form4_158328110808845.xml · nonDerivative · entry 4 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,126 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2021. F8 · balance_after: Includes 41,788 stock-settled RSUs and 89,338 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:18 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,619 | $23.31 | $37,738.89 |
DisclosureSEC source: 0000005513-20-000068 · wf-form4_158328110808845.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,700 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,515.789 stock-settled RSUs. F6 · balance_after: Includes 15,362 stock-settled RSUs and 89,338 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:18 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,186 | $23.31 | $27,645.66 |
DisclosureSEC source: 0000005513-20-000068 · wf-form4_158328110808845.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,319 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,038.332 stock-settled RSUs. F4 · balance_after: Includes 20,878 stock-settled RSUs and 85,441 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:18 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,087 | $23.31 | $25,337.97 |
DisclosureSEC source: 0000005513-20-000068 · wf-form4_158328110808845.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,505 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,702.757 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 24,916 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 82,589 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 25, 2020 Filed Feb 28, 2020 01:26 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,792 | $25.60 | $71,475.20 |
DisclosureSEC source: 0000005513-20-000044 · wf-form4_158285318703259.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,592 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2017 PSUs. F5 · balance_after: Includes 28,619 stock-settled RSUs and 79,973 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 25, 2020 Filed Feb 28, 2020 01:26 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 9,495.14 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000044 · wf-form4_158285318703259.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,384 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2017 ("2017 PSUs"). The shares were earned upon the vesting of the 2017 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2019. F2 · balance_after: Includes 28,619 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 82,765 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 1,041.799 stock-settled RSUs and 2,670.258 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 01, 2019 Filed Mar 5, 2019 23:40 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 16,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-19-000063 · wf-form4_155182919748145.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,177 F5 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2020. F6 · balance_after: Includes 27,577 stock-settled RSUs and 70,600 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:40 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,726 | $37.67 | $65,018.42 |
DisclosureSEC source: 0000005513-19-000063 · wf-form4_155182919748145.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,070 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,891.326 stock-settled RSUs. F4 · balance_after: Includes 11,470 stock-settled RSUs and 70,600 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:40 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,017 | $37.67 | $38,310.39 |
DisclosureSEC source: 0000005513-19-000063 · wf-form4_155182919748145.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,796 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,462.284 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 15,361 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 68,434 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 23:58 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,815 | $37.27 | $67,645.05 |
DisclosureSEC source: 0000005513-19-000039 · wf-form4_155122547813206.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,813 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,181.432 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 18,823 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 65,989 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 23:50 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 5,171 | $36.32 | $187,810.72 |
DisclosureSEC source: 0000005513-19-000019 · wf-form4_155070663008505.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,628 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2016 PSUs. F5 · balance_after: Includes 25,005 stock-settled RSUs and 61,623 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 23:50 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 17,487.458 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-19-000019 · wf-form4_155070663008505.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,799 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on February 23, 2016 ("2016 PSUs"). The shares were earned upon the vesting of the 2016 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2018. F2 · balance_after: Includes 25,005 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 66,794 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 676.808 stock-settled RSUs and 1,362.902 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| April 30, 2018 Filed May 3, 2018 00:00 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 5,000 | $48.94 | $244,700.00 |
DisclosureSEC source: 0001127602-18-016104 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,272 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 9, 2017. F2 · balance_after: Includes 24,328 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock, and 47,943 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:41 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,494 | $49.31 | $73,669.14 |
DisclosureSEC source: 0001127602-18-010255 · form4.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,272 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,368.571 stock-settled RSUs. F4 · balance_after: Includes 24,328 stock-settled RSUs and 52,943 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:41 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 11,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010255 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,766 F1 · shares: All are restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and which vest in three equal annual installments beginning on March 1, 2019. F2 · balance_after: Includes 27,697 stock-settled RSUs and 51,069 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 24, 2018 Filed Feb 28, 2018 01:55 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,176 | $51.73 | $112,564.48 |
DisclosureSEC source: 0001127602-18-008929 · form4.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,292 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,905.760 stock-settled RSUs. F4 · balance_after: Includes 16,223 stock-settled RSUs and 51,069 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:55 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,589 | $51.73 | $133,928.97 |
DisclosureSEC source: 0001127602-18-008929 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,468 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,836.560 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 21,128 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 48,339 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:14 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 9,036 | $52.34 | $472,944.24 |
DisclosureSEC source: 0001127602-18-007839 · form4.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,057 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2015 PSUs. F5 · balance_after: Includes 26,965 stock-settled RSUs and 45,092 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:14 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 20,321.622 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007839 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,093 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on February 24, 2015 ("2015 PSUs"). The shares were earned upon the vesting of the 2015 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2017. F2 · balance_after: Includes 26,965 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 54,128 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 117.728 stock-settled RSUs and 172.509 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 05, 2018 Filed Feb 7, 2018 23:33 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 5,000 | $52.09 | $260,450.00 |
DisclosureSEC source: 0001127602-18-004478 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,481 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 9, 2017. F2 · balance_after: Includes 26,847 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 33,633 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 359.133 stock-settled RSUs and 528.478 shares of common stock pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 05, 2017 Filed May 9, 2017 22:31 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 5,000 | $46.61 | $233,032.00 |
DisclosureSEC source: 0001127602-17-017441 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,593 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 22, 2016. F2 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $46.52 per share to $46.70 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · balance_after: Includes 26,488 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock, and 38,105 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:50 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 10,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010278 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,593 F1 · shares: All are restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and which vest in three equal annual installments beginning on March 1, 2018. F2 · balance_after: Includes 26,488 stock-settled RSUs and 43,105 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 25, 2017 Filed Feb 27, 2017 23:29 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,542 | $48.48 | $74,756.16 |
DisclosureSEC source: 0001127602-17-008729 · form4.xml · nonDerivative · entry 3 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,565 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,766.348 stock-settled RSUs. F6 · balance_after: Includes 16,460 stock-settled RSUs and 43,105 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 23:29 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,559 | $48.48 | $75,580.32 |
DisclosureSEC source: 0001127602-17-008729 · form4.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,107 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,817.957 stock-settled RSUs. F4 · balance_after: Includes 21,226 stock-settled RSUs and 39,880 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 23:29 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,855 | $48.65 | $90,245.75 |
DisclosureSEC source: 0001127602-17-008729 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,666 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,732.323 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 26,044 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 36,622 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:34 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,648 | $48.56 | $80,026.88 |
DisclosureSEC source: 0001127602-17-008034 · form4.xml · nonDerivative · entry 2 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,521 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2014 PSUs. F5 · balance_after: Includes 31,777 stock-settled RSUs and 32,744 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:34 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 5,013.082 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008034 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,169 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on February 25, 2014 ("2014 PSUs"). The shares were earned upon the vesting of the 2014 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2016. F2 · balance_after: Includes 31,777 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 34,392 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 130.473 stock-settled RSUs and 141.127 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 10, 2017 Filed Feb 14, 2017 23:04 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 5,000 | $47.64 | $238,200.00 |
DisclosureSEC source: 0001127602-17-006122 · form4.xml · nonDerivative · entry 1 Simonds Michael Q · CIK 0001580627 · EVP, President & CEO, Unum US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,884 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 22, 2016. F2 · balance_after: Includes 31,646 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 29,238 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 492.186 stock-settled RSUs and 543.414 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.