Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Unum GroupUNM · Entity 3369 | EVP, VB & President, Colonial | 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.
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 | 53,726 |
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 906 · Balance 53,726 F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,448 stock-settled RSUs (as defined in footnote (2) below). F2: Includes 12,393 restricted stock units and 41,333 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 | 52,518 |
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 1,208 · Balance 52,518 F3: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,263 stock-settled RSUs. F4: Includes 9,130 stock-settled RSUs and 43,388 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | Direct | 51,813 |
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 705 · Balance 51,813 F5: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,903 stock-settled RSUs. F6: Includes 7,227 stock-settled RSUs and 44,586 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | Direct | 58,508 |
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 6,695 · Balance 58,508 F7: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027. F8: Includes 13,922 stock-settled RSUs and 44,586 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 783.647 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 783.647 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,448 stock-settled RSUs (as defined in footnote (2) below).
F2: Includes 12,393 restricted stock units and 41,333 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 3,263 stock-settled RSUs.
F4: Includes 9,130 stock-settled RSUs and 43,388 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 1,903 stock-settled RSUs.
F6: Includes 7,227 stock-settled RSUs and 44,586 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 13,922 stock-settled RSUs and 44,586 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 |
|---|---|---|---|---|---|---|
| February 23, 2019 Filed Feb 26, 2019 23:42 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 851 | $37.27 | $31,716.77 |
DisclosureSEC source: 0000005513-19-000027 · wf-form4_155122454891644.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,595 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,931.699 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 9,907 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 22,688 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 23:37 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,668 | $36.32 | $96,901.76 |
DisclosureSEC source: 0000005513-19-000007 · wf-form4_155070583911803.xml · nonDerivative · entry 2 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,446 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2016 PSUs. F5 · balance_after: Includes 12,838 stock-settled RSUs and 20,608 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 23:37 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 8,294.557 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-19-000007 · wf-form4_155070583911803.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,114 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 12,838 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 23,276 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 38.480 shares of common stock under the issuer's employee stock purchase plan and 347.501 stock-settled RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:18 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 450 | $49.31 | $22,189.50 |
DisclosureSEC source: 0001127602-18-010237 · form4.xml · nonDerivative · entry 2 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,434 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,549.399 stock-settled RSUs. F4 · balance_after: Includes 12,491 stock-settled RSUs and 14,943 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:18 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 6,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010237 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,884 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 14,040 stock-settled RSUs and 13,843 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 24, 2018 Filed Feb 28, 2018 01:34 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 459 | $51.73 | $23,744.07 |
DisclosureSEC source: 0001127602-18-008904 · form4.xml · nonDerivative · entry 2 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,392 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,582.537 stock-settled RSUs. F4 · balance_after: Includes 7,548 stock-settled RSUs and 13,843 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:34 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 803 | $51.73 | $41,539.19 |
DisclosureSEC source: 0001127602-18-008904 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,851 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,768.238 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 9,131 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 12,720 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:52 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,100 | $52.34 | $109,914.00 |
DisclosureSEC source: 0001127602-18-007824 · form4.xml · nonDerivative · entry 2 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,654 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2015 PSUs. F5 · balance_after: Includes 11,899 stock-settled RSUs and 10,755 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:52 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 6,554.984 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007824 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,754 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 11,899 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 12,855 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 6.073 shares of common stock under the issuer's employee stock purchase plan and 51.951 stock-settled RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 22:05 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 1,000 | $55.07 | $55,070.00 |
DisclosureSEC source: 0001127602-17-034949 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,141 F1 · balance_after: Includes 11,847 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 6,293 shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 23.047 shares of common stock under the issuer's employee stock purchase plan and 158.479 stock-settled RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:35 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 2,000 | $48.54 | $97,087.00 |
DisclosureSEC source: 0001127602-17-011810 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,959 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $48.53 per share to $48.57 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 11,689 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock, and 7,270 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:37 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 4,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010262 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,959 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 11,689 stock-settled RSUs and 9,270 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 25, 2017 Filed Feb 27, 2017 23:14 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 437 | $48.48 | $21,185.76 |
DisclosureSEC source: 0001127602-17-008710 · form4.xml · nonDerivative · entry 3 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,346 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,269.679 stock-settled RSUs. F6 · balance_after: Includes 7,076 stock-settled RSUs and 9,270 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 23:14 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 522 | $48.48 | $25,306.56 |
DisclosureSEC source: 0001127602-17-008710 · form4.xml · nonDerivative · entry 2 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,783 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,554.552 stock-settled RSUs. F4 · balance_after: Includes 8,345 stock-settled RSUs and 8,438 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 23:14 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 922 | $48.65 | $44,855.30 |
DisclosureSEC source: 0001127602-17-008710 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,305 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,719.284 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 9,900 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 7,405 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:19 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 521 | $48.56 | $25,299.76 |
DisclosureSEC source: 0001127602-17-008014 · form4.xml · nonDerivative · entry 2 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,227 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2014 PSUs. F5 · balance_after: Includes 12,619 stock-settled RSUs and 5,608 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:19 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 1,335.703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008014 · form4.xml · nonDerivative · entry 1 Arnold Timothy Gerald · CIK 0001629328 · EVP, President & CEO, Colonial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,748 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 12,619 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 6,129 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 30.834 shares of common stock under the issuer's employee stock purchase plan and 182.727 stock-settled RSUs 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.