Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRAVELERS COMPANIES, INC.TRV · Entity 2960 | EVP & Chief Tech & Ops Officer | July 21, 2026 | July 23, 2026 |
| Unum GroupUNM · Entity 3369 | Director | May 26, 2026 | May 28, 2026 |
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.
TRAVELERS COMPANIES, INC.
Report date July 21, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-07-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-07-21 · Exercise / conversion · Acquired 9,213 · Balance 9,213 Row 2 · 2026-07-21 · Sale · Disposed 9,213 · Balance 0 F1: Represents the weighted average sales price for price increments ranging from $368.16 to $368.57. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2026-07-21 · Exercise / conversion · Acquired 7,100 · Balance 7,100 Row 4 · 2026-07-21 · Sale · Disposed 7,100 · Balance 0 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $132.58 · Expires 2030-02-04 | Direct | 0 |
Reported balance
After 2026-07-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-21 · Exercise / conversion · Disposed 9,213 · Balance 0 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $139.83 · Expires 2031-02-02 | Direct | 21,214 |
Reported balance
After 2026-07-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-21 · Exercise / conversion · Disposed 7,100 · Balance 21,214 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sales price for price increments ranging from $368.16 to $368.57. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
Unum Group
Report date May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,269 |
Reported balance
After 2026-05-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 2,191 · Balance 15,269 F1: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders. F2: Includes 4,529 deferred share rights ("DSRs"), 8,533 RSUs, and 2,207 shares of common stock. All DSRs and RSUs 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: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 2,198.000 RSUs since the date of the reporting person's prior Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders.
F2: Includes 4,529 deferred share rights ("DSRs"), 8,533 RSUs, and 2,207 shares of common stock. All DSRs and RSUs 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: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 2,198.000 RSUs since the date of the reporting person's prior Form 4.
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 |
|---|---|---|---|---|---|---|
| October 15, 2021 Filed Oct 18, 2021 20:10 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Tax withholdingCommon Stock | 37 | $157.01 | $5,809.37 |
DisclosureSEC source: 0001127602-21-027190 · form4.xml · nonDerivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · EVP & Chief Tech & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,153 Read SEC document |
| September 21, 2021 Filed Sep 22, 2021 20:22 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Tax withholdingCommon Stock | 3,329 | $152.95 | $509,170.55 |
DisclosureSEC source: 0001127602-21-025687 · form4.xml · nonDerivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · EVP & Chief Tech & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 21:17 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantStock Options (Right to Buy) · Derivative | 28,314 | $0.00 Strike: $139.83 | $0.00 |
DisclosureSEC source: 0001127602-21-003945 · form4.xml · derivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · EVP & Chief Tech & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,314 Underlying: Common Stock · 28,314 shares Expires 2031-02-02 Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:33 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantStock Options (Right to Buy) · Derivative | 41,633 | $0.00 Strike: $132.58 | $0.00 |
DisclosureSEC source: 0001127602-20-004063 · form4.xml · derivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · EVP & Chief Tech & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,633 Underlying: Common Stock · 41,633 shares Expires 2030-02-04 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:06 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantStock Options (Right to Buy) · Derivative | 31,236 | $0.00 Strike: $126.18 | $0.00 |
DisclosureSEC source: 0001127602-19-004589 · form4.xml · derivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · EVP&Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,236 Underlying: Common Stock · 31,236 shares Expires 2029-02-05 Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 16:55 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030417 · form4.xml · nonDerivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,519 F1 · shares: Consists of restricted stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan. Such restricted stock units will be settled in shares of common stock upon vesting three years following the date of the award. Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 20:14 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 7,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-028309 · form4.xml · nonDerivative · entry 1 Lefebvre Mojgan M · CIK 0001753788 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,438 F1 · shares: Consists of restricted stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan. Such restricted stock units will be settled in shares of common stock upon vesting three years following the date of the award. 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.