Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Unum GroupUNM · Entity 3369 | SVP, Chief Accounting Officer | September 10, 2026 | September 11, 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 September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,154 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 2,188 · Balance 8,154 F1: Includes 5,404 restricted stock units and 2,750 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 | 7,915 |
Reported balance
After 2026-09-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-10 · Gift · Disposed 239 · Balance 7,915 F2: Includes 5,404 stock-settled RSUs and 2,511 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 5,404 restricted stock units and 2,750 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.
F2: Includes 5,404 stock-settled RSUs and 2,511 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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 21:38 UTC | Unum Group UNM · Entity 3369 | GiftCommon Stock | 239 | $0.00 | $0.00 |
DisclosureSEC source: 0001943150-26-000004 · wk-form4_1789162725.xml · nonDerivative · entry 2 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,915 F2 · balance_after: Includes 5,404 stock-settled RSUs and 2,511 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| September 10, 2026 Filed Sep 11, 2026 21:38 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 2,188 | $94.32 | $206,361.22 |
DisclosureSEC source: 0001943150-26-000004 · wk-form4_1789162725.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,154 F1 · balance_after: Includes 5,404 restricted stock units and 2,750 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 |
| March 01, 2026 Filed Mar 3, 2026 22:42 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 2,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001943150-26-000002 · wk-form4_1772577756.xml · nonDerivative · entry 4 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,342 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027. F8 · balance_after: Includes 5,404 stock-settled RSUs and 4,938 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:42 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 186 | $71.73 | $13,341.78 |
DisclosureSEC source: 0001943150-26-000002 · wk-form4_1772577756.xml · nonDerivative · entry 3 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,693 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 761 stock-settled RSUs. F6 · balance_after: Includes 2,755 stock-settled RSUs and 4,938 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:42 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 333 | $71.73 | $23,886.09 |
DisclosureSEC source: 0001943150-26-000002 · wk-form4_1772577756.xml · nonDerivative · entry 2 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,879 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,172 stock-settled RSUs. F4 · balance_after: Includes 3,516 stock-settled RSUs and 4,363 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:42 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 255 | $71.73 | $18,291.15 |
DisclosureSEC source: 0001943150-26-000002 · wk-form4_1772577756.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,212 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 858 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 4,688 restricted stock units and 3,524 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 09, 2025 Filed Dec 11, 2025 23:44 UTC | Unum Group UNM · Entity 3369 | GiftCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-25-000139 · wk-form4_1765496658.xml · nonDerivative · entry 2 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,467 F3 · balance_after: Includes 5,546 stock-settled RSUs and 2,921 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 23:44 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 900 | $73.50 | $66,151.71 |
DisclosureSEC source: 0000005513-25-000139 · wk-form4_1765496658.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,940 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $73.501 per share to $73.530 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 5,546 restricted stock units and 3,394 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 |
| March 01, 2025 Filed Mar 4, 2025 22:55 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 2,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-25-000029 · wk-form4_1741128907.xml · nonDerivative · entry 4 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,840 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2026. F8 · balance_after: Includes 5,546 stock-settled RSUs and 4,294 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:55 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 320 | $82.29 | $26,332.80 |
DisclosureSEC source: 0000005513-25-000029 · wk-form4_1741128907.xml · nonDerivative · entry 3 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,531 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,171 stock-settled RSUs. F6 · balance_after: Includes 3,237 stock-settled RSUs and 4,294 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:55 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 247 | $82.29 | $20,325.63 |
DisclosureSEC source: 0000005513-25-000029 · wk-form4_1741128907.xml · nonDerivative · entry 2 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,851 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 832 stock-settled RSUs. F4 · balance_after: Includes 4,408 stock-settled RSUs and 3,443 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:55 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 263 | $82.29 | $21,642.27 |
DisclosureSEC source: 0000005513-25-000029 · wk-form4_1741128907.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,098 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,076 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 5,240 restricted stock units and 2,858 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 |
| November 07, 2024 Filed Nov 8, 2024 22:30 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 1,500 | $69.56 | $104,345.70 |
DisclosureSEC source: 0000005513-24-000170 · wk-form4_1731105010.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,361 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $69.561 per share to $69.571 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 6,316 restricted stock units and 2,045 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 |
| March 01, 2024 Filed Mar 5, 2024 23:29 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-24-000057 · wk-form4_1709681373.xml · nonDerivative · entry 4 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,861 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2025. F8 · balance_after: Includes 6,316 stock-settled RSUs and 3,545 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:29 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 247 | $49.30 | $12,177.10 |
DisclosureSEC source: 0000005513-24-000057 · wk-form4_1709681373.xml · nonDerivative · entry 3 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,311 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 832 stock-settled RSUs. F6 · balance_after: Includes 2,766 stock-settled RSUs and 3,545 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:29 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 287 | $49.30 | $14,149.10 |
DisclosureSEC source: 0000005513-24-000057 · wk-form4_1709681373.xml · nonDerivative · entry 2 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,558 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,043 stock-settled RSUs. F4 · balance_after: Includes 3,598 stock-settled RSUs and 2,960 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:29 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 274 | $49.30 | $13,508.20 |
DisclosureSEC source: 0000005513-24-000057 · wk-form4_1709681373.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,845 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 922 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 4,641 restricted stock units and 2,204 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 |
| May 08, 2023 Filed May 10, 2023 23:10 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 2,800 | $44.71 | $125,188.00 |
DisclosureSEC source: 0000005513-23-000132 · wf-form4_168376024618779.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,119 F1 · balance_after: Includes 5,563 restricted stock units and 1,556 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 |
| March 01, 2023 Filed Mar 3, 2023 22:52 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 2,522 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000058 · wf-form4_167788391946905.xml · nonDerivative · entry 5 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,919 F9 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2024. F10 · balance_after: Includes 5,563 stock-settled RSUs and 4,356 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:52 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 252 | $45.57 | $11,483.64 |
DisclosureSEC source: 0000005513-23-000058 · wf-form4_167788391946905.xml · nonDerivative · entry 4 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,397 F7 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,043 stock-settled RSUs. F8 · balance_after: Includes 3,041 stock-settled RSUs and 4,356 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:52 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 213 | $45.57 | $9,706.41 |
DisclosureSEC source: 0000005513-23-000058 · wf-form4_167788391946905.xml · nonDerivative · entry 3 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,649 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 717 stock-settled RSUs. F6 · balance_after: Includes 4,084 stock-settled RSUs and 3,565 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:52 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 266 | $45.57 | $12,121.62 |
DisclosureSEC source: 0000005513-23-000058 · wf-form4_167788391946905.xml · nonDerivative · entry 2 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,862 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 895 stock-settled RSUs. F4 · balance_after: Includes 4,801 stock-settled RSUs and 3,061 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:52 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 206 | $45.57 | $9,387.42 |
DisclosureSEC source: 0000005513-23-000058 · wf-form4_167788391946905.xml · nonDerivative · entry 1 Rice Walter Lynn JR · CIK 0001943150 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,128 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 693 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 5,696 restricted stock units and 2,432 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.