Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US BANCORP DEUSB · Entity 2923 | Director | April 23, 2026 | April 27, 2026 |
| Unum GroupUNM · Entity 3369 | Director · President and CEO | March 01, 2026 | March 03, 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.
US BANCORP DE
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Plan ParticipationSEC Table II · derivative / convertible security | Direct | 34,342 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 2,560 · Balance 34,342 F1: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2: Includes amounts acquired pursuant to dividend reinvestment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,355 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Grant · Acquired 3,355 · Balance 3,355 F3: Restricted stock units convert into common stock on a one-for-one basis. F4: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors.
F2: Includes amounts acquired pursuant to dividend reinvestment.
F3: Restricted stock units convert into common stock on a one-for-one basis.
F4: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause.
Unum Group
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 883,279 |
Reported balance
After 2026-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-01 · Tax withholding · Disposed 12,423 · Balance 883,279 F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 33,575 stock-settled RSUs (as defined in footnote (2) below). F2: Includes 141,207 restricted stock units and 742,072 shares of common stock. All restricted stock units ("stock-settled 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. |
| Common StockSEC Table I · non-derivative | Direct | 870,044 |
Reported balance
After 2026-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-01 · Tax withholding · Disposed 13,235 · Balance 870,044 F3: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 35,769 stock-settled RSUs. F4: Includes 105,438 stock-settled RSUs and 764,606 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | Direct | 861,670 |
Reported balance
After 2026-03-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-01 · Tax withholding · Disposed 8,374 · Balance 861,670 F5: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 22,632 stock-settled RSUs. F6: Includes 82,806 stock-settled RSUs and 778,864 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | Direct | 940,438 |
Reported balance
After 2026-03-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-01 · Grant · Acquired 78,768 · Balance 940,438 F7: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027. F8: Includes 161,574 stock-settled RSUs and 778,864 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | IndirectBy SLAT | 15,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 15,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 45,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 45,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 33,575 stock-settled RSUs (as defined in footnote (2) below).
F2: Includes 141,207 restricted stock units and 742,072 shares of common stock. All restricted stock units ("stock-settled 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: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 35,769 stock-settled RSUs.
F4: Includes 105,438 stock-settled RSUs and 764,606 shares of common stock. Fractional amounts have been rounded to the nearest whole number.
F5: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 22,632 stock-settled RSUs.
F6: Includes 82,806 stock-settled RSUs and 778,864 shares of common stock. Fractional amounts have been rounded to the nearest whole number.
F7: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027.
F8: Includes 161,574 stock-settled RSUs and 778,864 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 |
|---|---|---|---|---|---|---|
| April 23, 2026 Filed Apr 27, 2026 20:28 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004631 · doc4.xml · derivative · entry 2 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,355 Underlying: Common Stock, $0.01 par value · 3,355 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F4 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 20:28 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 2,560 | $56.63 | $144,972.80 |
DisclosureSEC source: 0001225208-26-004631 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,342 Underlying: Common Stock, $0.01 par value · 2,560 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:38 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 78,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001290229-26-000004 · wk-form4_1772577513.xml · nonDerivative · entry 4 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 940,438 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027. F8 · balance_after: Includes 161,574 stock-settled RSUs and 778,864 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:38 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 8,374 | $71.73 | $600,667.02 |
DisclosureSEC source: 0001290229-26-000004 · wk-form4_1772577513.xml · nonDerivative · entry 3 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 861,670 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 22,632 stock-settled RSUs. F6 · balance_after: Includes 82,806 stock-settled RSUs and 778,864 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:38 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 13,235 | $71.73 | $949,346.55 |
DisclosureSEC source: 0001290229-26-000004 · wk-form4_1772577513.xml · nonDerivative · entry 2 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870,044 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 35,769 stock-settled RSUs. F4 · balance_after: Includes 105,438 stock-settled RSUs and 764,606 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:38 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 12,423 | $71.73 | $891,101.79 |
DisclosureSEC source: 0001290229-26-000004 · wk-form4_1772577513.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 883,279 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 33,575 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 141,207 restricted stock units and 742,072 shares of common stock. All restricted stock units ("stock-settled 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. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 23:53 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 24,935 | $71.64 | $1,786,343.40 |
DisclosureSEC source: 0001290229-26-000003 · wk-form4_1771458827.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895,702 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 63,365 stock success units ("SSUs"), representing the third and final vesting tranche, or approximately one-third, of the SSUs originally granted on August 20, 2020, and the certification of the achievement of the performance metrics for the performance period from January 1, 2021 to December 31, 2025. SSUs could be settled, on a 1-for-1 basis, only in shares of common stock. F2 · balance_after: Includes 174,782 restricted stock units and 720,920 shares of common stock. All restricted stock units ("stock-settled 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. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:30 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 82 | $54.99 | $4,509.18 |
DisclosureSEC source: 0001225208-25-010211 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,191 Underlying: Common Stock, $0.01 par value · 82 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:34 UTC | Unum Group UNM · Entity 3369 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001290229-25-000005 · wk-form4_1763156080.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920,637 F1 · balance_after: Includes 174,782 restricted stock units, 63,365 stock success units, and 682,490 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. F2 · ownership.direct: Reflects the transfer of (i) 15,000 shares of common stock for no consideration to a spousal lifetime access trust ("SLAT") and (ii) a total of 45,000 shares of common stock for no consideration to a series of family trusts ("Family Trusts"), with each Family Trust receiving an equal number of shares of common stock. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 20:48 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 4,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004320 · doc4.xml · derivative · entry 2 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,843 Underlying: Common Stock, $0.01 par value · 4,843 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F4 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 20:48 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 3,403 | $38.20 | $129,994.60 |
DisclosureSEC source: 0001225208-25-004320 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,431 Underlying: Common Stock, $0.01 par value · 3,403 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 26,421 | $82.52 | $2,180,268.85 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 7 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 980,637 F13 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $82.00 per share to $82.955 per share, inclusive. F14 · balance_after: Includes 174,782 stock-settled RSUs, 63,365 SSUs, and 742,490 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 15,568 | $81.73 | $1,272,343.06 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 6 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,007,058 F11 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $81.01 per share to $81.995 per share, inclusive. F12 · balance_after: Includes 174,782 stock-settled RSUs, 63,365 SSUs, and 768,911 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 8,011 | $80.74 | $646,842.59 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 5 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,022,626 F9 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $80.34 per share to $80.98 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 footnotes (9), (11) and (13) to this Form 4. F10 · balance_after: Includes 174,782 stock-settled RSUs, 63,365 SSUs, and 784,479 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 68,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 4 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,030,637 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2026. F8 · balance_after: Includes 174,782 stock-settled RSUs, 63,365 SSUs, and 792,490 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 13,235 | $82.29 | $1,089,108.15 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 3 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,053 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 35,769 stock-settled RSUs. F6 · balance_after: Includes 106,198 stock-settled RSUs, 63,365 SSUs, and 792,490 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 12,058 | $82.29 | $992,252.82 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 2 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 975,288 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 32,587 stock-settled RSUs. F4 · balance_after: Includes 141,967 stock-settled RSUs, 63,365 SSUs, and 769,956 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:50 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 19,657 | $82.29 | $1,617,574.53 |
DisclosureSEC source: 0000005513-25-000025 · wk-form4_1741128648.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 987,346 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 53,125 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 174,554 restricted stock units, 63,365 stock success units, and 749,427 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 |
| December 16, 2024 Filed Dec 17, 2024 21:46 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 263 | $51.36 | $13,507.68 |
DisclosureSEC source: 0001225208-24-010889 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,395 Underlying: Common Stock, $0.01 par value · 263 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:46 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 50,323 | $75.53 | $3,800,735.16 |
DisclosureSEC source: 0000005513-24-000182 · wk-form4_1732315556.xml · nonDerivative · entry 2 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,007,003 F3 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $75.01 per share to $75.92 per share, inclusive. F4 · balance_after: Includes 227,679 stock-settled RSUs, 63,365 SSUs, and 715,959 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:46 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 8,542 | $74.62 | $637,370.73 |
DisclosureSEC source: 0000005513-24-000182 · wk-form4_1732315556.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,057,326 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $74.36 per share to $74.99 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 footnotes (1) and (3) to this Form 4. F2 · balance_after: Includes 227,679 restricted stock units, 63,365 stock success units, and 766,282 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 |
| September 05, 2024 Filed Sep 6, 2024 21:41 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 67,795 | $54.98 | $3,727,206.39 |
DisclosureSEC source: 0000005513-24-000156 · wk-form4_1725658882.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,065,868 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 June 6, 2024. F2 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $54.64 per share to $55.51 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 227,679 restricted stock units, 63,365 stock success units, and 774,824 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 |
| August 14, 2024 Filed Aug 16, 2024 21:38 UTC | Unum Group UNM · Entity 3369 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-24-000149 · wk-form4_1723844318.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,133,663 F1 · balance_after: Includes 227,679 restricted stock units, 63,365 stock success units, and 842,619 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 |
| April 18, 2024 Filed Apr 19, 2024 21:00 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 4,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005153 · doc4.xml · derivative · entry 2 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,691 Underlying: Common Stock, $0.01 par value · 4,691 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F4 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 21:00 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 3,043 | $39.44 | $120,015.92 |
DisclosureSEC source: 0001225208-24-005153 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,616 Underlying: Common Stock, $0.01 par value · 3,043 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:25 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 108,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-24-000053 · wk-form4_1709681108.xml · nonDerivative · entry 5 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,136,663 F9 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2025. F10 · balance_after: Includes 227,679 stock-settled RSUs, 63,365 SSUs, and 845,619 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:25 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 12,058 | $49.30 | $594,459.40 |
DisclosureSEC source: 0000005513-24-000053 · wk-form4_1709681108.xml · nonDerivative · entry 4 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,028,271 F7 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 32,587 stock-settled RSUs. F8 · balance_after: Includes 119,287 stock-settled RSUs, 63,365 SSUs, and 845,619 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:25 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 19,079 | $49.30 | $940,594.70 |
DisclosureSEC source: 0000005513-24-000053 · wk-form4_1709681108.xml · nonDerivative · entry 3 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040,329 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 51,563 stock-settled RSUs. F6 · balance_after: Includes 151,874 stock-settled RSUs, 63,365 SSUs, and 825,090 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:25 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 17,345 | $49.30 | $855,108.50 |
DisclosureSEC source: 0000005513-24-000053 · wk-form4_1709681108.xml · nonDerivative · entry 2 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,059,408 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 46,876 stock-settled RSUs. F4 · balance_after: Includes 203,437 stock-settled RSUs, 63,365 SSUs, and 792,606 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:25 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 50,000 | $49.15 | $2,457,575.00 |
DisclosureSEC source: 0000005513-24-000053 · wk-form4_1709681108.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,076,753 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $49.015 per share to $49.290 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. F2 · balance_after: Includes 250,313 restricted stock units, 63,365 stock success units, and 763,075 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 19, 2024 Filed Feb 21, 2024 23:51 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 24,202 | $48.73 | $1,179,363.46 |
DisclosureSEC source: 0000005513-24-000035 · wk-form4_1708559503.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,126,753 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 61,502 SSUs (as defined in footnote (2) below), representing the second vesting tranche, or approximately one-third, of the SSUs originally granted on August 20, 2020, and the certification of the achievement of the performance metrics for the performance period from January 1, 2021 to December 31, 2023. F2 · balance_after: Includes 250,313 restricted stock units, 63,365 stock success units, and 813,075 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 |
| December 15, 2023 Filed Dec 18, 2023 22:25 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 300 | $45.01 | $13,503.00 |
DisclosureSEC source: 0001225208-23-011235 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,027 Underlying: Common Stock, $0.01 par value · 300 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| May 05, 2023 Filed May 5, 2023 21:04 UTC | US BANCORP DE USB · Entity 2923 | PurchaseCommon Stock, $0.01 par value | 20,000 | $30.37 | $607,320.00 |
DisclosureSEC source: 0001225208-23-005474 · doc4.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $30.36 to $30.37. The reporting person will provide to the issuer, any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range. Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 20:59 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 3,308 | $34.76 | $114,986.08 |
DisclosureSEC source: 0001225208-23-004956 · doc4.xml · derivative · entry 2 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,158 Underlying: Common Stock, $0.01 par value · 3,308 shares Expires not disclosed F3 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F3 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F3 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F4 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 20:59 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 5,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004956 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,035 Underlying: Common Stock, $0.01 par value · 5,035 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | Exercise / conversionRestricted Stock Units · Derivative | 23,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · derivative · entry 7 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,229 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The restricted stock units may be settled solely in cash ("cash-settled RSUs"). Each cash-settled RSU is the economic equivalent of one share of common stock of the issuer. F11 · derivative.exercise_date: The cash-settled RSUs vest in three equal annual installments beginning on March 1, 2021. Vested units are to be settled within 30 days after the vesting date. F11 · derivative.expiration_date: The cash-settled RSUs vest in three equal annual installments beginning on March 1, 2021. Vested units are to be settled within 30 days after the vesting date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 98,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · nonDerivative · entry 6 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150,955 F8 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2024. F9 · balance_after: Includes 250,313 stock-settled RSUs, 124,867 SSUs, and 775,775 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | Disposition to issuerCommon Stock | 23,229 | $45.57 | $1,058,545.53 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · nonDerivative · entry 5 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052,206 F6 · balance_after: Includes 151,564 stock-settled RSUs, 124,867 SSUs, and 775,775 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | Exercise / conversionCommon Stock | 23,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · nonDerivative · entry 4 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075,435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · balance_after: Includes 151,564 stock-settled RSUs, 124,867 SSUs, and 799,004 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 20,290 | $45.57 | $924,615.30 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · nonDerivative · entry 3 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052,206 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 51,562 stock-settled RSUs. F6 · balance_after: Includes 151,564 stock-settled RSUs, 124,867 SSUs, and 775,775 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 17,903 | $45.57 | $815,839.71 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · nonDerivative · entry 2 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,072,496 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 45,496 stock-settled RSUs. F4 · balance_after: Includes 203,126 stock-settled RSUs, 124,867 SSUs, and 744,503 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 9,141 | $45.57 | $416,555.37 |
DisclosureSEC source: 0000005513-23-000054 · wf-form4_167788362926707.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090,399 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 23,229 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 248,622 restricted stock units, 124,867 stock success units, and 716,910 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 23:36 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 96,774 | $42.81 | $4,142,894.94 |
DisclosureSEC source: 0000005513-23-000024 · wf-form4_167710898427498.xml · nonDerivative · entry 2 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099,540 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2020 PSUs. F4 · balance_after: Includes 271,851 stock-settled RSUs, 124,867 SSUs, and 702,822 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:36 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 245,946.6 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000024 · wf-form4_167710898427498.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,196,314 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 271,851 restricted stock units, 124,867 stock success units, and 799,596 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 |
| December 16, 2022 Filed Dec 20, 2022 22:08 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 178 | $42.15 | $7,502.70 |
DisclosureSEC source: 0001225208-22-012932 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,407 Underlying: Common Stock, $0.01 par value · 178 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 22:01 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 40,000 | $40.13 | $1,605,392.00 |
DisclosureSEC source: 0000005513-22-000148 · wf-form4_166155129521937.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 950,367 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $40.00 per share to $40.20 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. F2 · balance_after: Includes 271,851 restricted stock units ("stock-settled RSUs"), 124,867 stock success units ("SSUs"), and 553,649 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 |
| May 10, 2022 Filed May 13, 2022 00:55 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 35,271 | $36.49 | $1,287,038.79 |
DisclosureSEC source: 0000005513-22-000086 · wf-form4_165240328480650.xml · nonDerivative · entry 1 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990,367 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 March 15, 2022. F2 · balance_after: Includes 271,851 restricted stock units ("stock-settled RSUs"), 124,867 stock success units ("SSUs"), and 593,649 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 |
| April 21, 2022 Filed Apr 25, 2022 20:24 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006069 · doc4.xml · derivative · entry 2 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,040 Underlying: Common Stock, $0.01 par value · 3,040 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F4 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock in ten equal annual installments when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 20:24 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 2,639 | $53.05 | $139,998.95 |
DisclosureSEC source: 0001225208-22-006069 · doc4.xml · derivative · entry 1 McKenney Richard P · CIK 0001290229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,852 Underlying: Common Stock, $0.01 par value · 2,639 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:20 UTC | Unum Group UNM · Entity 3369 | Exercise / conversionRestricted Stock Units · Derivative | 22,545 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000048 · wf-form4_164635322390011.xml · derivative · entry 7 McKenney Richard P · CIK 0001290229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,229 Underlying: Common Stock · 22,545 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The restricted stock units may be settled solely in cash ("cash-settled RSUs"). Each cash-settled RSU is the economic equivalent of one share of common stock of the issuer. F11 · derivative.exercise_date: The cash-settled RSUs vest in three equal annual installments beginning on March 1, 2021. Vested units are to be settled within 30 days after the vesting date. F11 · derivative.expiration_date: The cash-settled RSUs vest in three equal annual installments beginning on March 1, 2021. Vested units are to be settled within 30 days after the vesting date. 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.