Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Unum GroupUNM · Entity 3369 | EVP, Chief Financial Officer | 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 | 109,901 |
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 2,430 · Balance 109,901 F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,566 stock-settled RSUs (as defined in footnote (2) below). F2: Includes 32,158 restricted stock units and 77,743 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 | 106,811 |
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 3,090 · Balance 106,811 F3: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 8,350 stock-settled RSUs. F4: Includes 23,808 stock-settled RSUs and 83,003 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | Direct | 104,954 |
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 1,857 · Balance 104,954 F5: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,017 stock-settled RSUs. F6: Includes 18,791 stock-settled RSUs and 86,163 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
| Common StockSEC Table I · non-derivative | Direct | 122,794 |
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 17,840 · Balance 122,794 F7: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027. F8: Includes 36,631 stock-settled RSUs and 86,163 shares of common stock. Fractional amounts have been rounded to the nearest whole number. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,566 stock-settled RSUs (as defined in footnote (2) below).
F2: Includes 32,158 restricted stock units and 77,743 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 8,350 stock-settled RSUs.
F4: Includes 23,808 stock-settled RSUs and 83,003 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 5,017 stock-settled RSUs.
F6: Includes 18,791 stock-settled RSUs and 86,163 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 36,631 stock-settled RSUs and 86,163 shares of common stock. Fractional amounts have been rounded to the nearest whole number.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 22:47 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 17,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001780643-26-000005 · wk-form4_1772578047.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,794 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2027. F8 · balance_after: Includes 36,631 stock-settled RSUs and 86,163 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,857 | $71.73 | $133,202.61 |
DisclosureSEC source: 0001780643-26-000005 · wk-form4_1772578047.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,954 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,017 stock-settled RSUs. F6 · balance_after: Includes 18,791 stock-settled RSUs and 86,163 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,090 | $71.73 | $221,645.70 |
DisclosureSEC source: 0001780643-26-000005 · wk-form4_1772578047.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,811 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 8,350 stock-settled RSUs. F4 · balance_after: Includes 23,808 stock-settled RSUs and 83,003 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,430 | $71.73 | $174,303.90 |
DisclosureSEC source: 0001780643-26-000005 · wk-form4_1772578047.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,901 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,566 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 32,158 restricted stock units and 77,743 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 23:56 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,516 | $71.64 | $108,606.24 |
DisclosureSEC source: 0001780643-26-000003 · wk-form4_1771458976.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,331 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,852 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: Beneficial ownership amount accounts for the exempt acquisition of 40.143 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. F3 · balance_after: Includes 38,724 restricted stock units and 73,607 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 19, 2025 Filed Nov 21, 2025 22:13 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 7,500 | $76.38 | $572,865.00 |
DisclosureSEC source: 0001780643-25-000005 · wk-form4_1763763220.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,807 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $76.36 per share to $76.44 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: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 105.549 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. F3 · balance_after: Includes 38,724 restricted stock units, 3,852 stock success units, and 71,231 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 |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 15,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-25-000033 · wk-form4_1741129243.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,202 F8 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2026. F9 · balance_after: Includes 38,724 stock-settled RSUs, 3,852 SSUs, and 78,626 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,090 | $82.29 | $254,276.10 |
DisclosureSEC source: 0000005513-25-000033 · wk-form4_1741129243.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,997 F6 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 8,349 stock-settled RSUs. F7 · balance_after: Includes 23,519 stock-settled RSUs, 3,852 SSUs, and 78,626 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,359 | $82.29 | $194,122.11 |
DisclosureSEC source: 0000005513-25-000033 · wk-form4_1741129243.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,087 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,373 stock-settled RSUs. F5 · balance_after: Includes 31,868 stock-settled RSUs, 3,852 SSUs, and 73,367 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,621 | $82.29 | $297,972.09 |
DisclosureSEC source: 0000005513-25-000033 · wk-form4_1741129243.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,446 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 9,784 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 38,241 restricted stock units, 3,852 stock success units, and 69,353 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. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisition of 42.598 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 22:40 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 7,300 | $69.32 | $506,036.00 |
DisclosureSEC source: 0000005513-24-000173 · wk-form4_1731451216.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,024 F1 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 77.715 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. F2 · balance_after: Includes 48,025 restricted stock units, 3,852 stock success units, and 63,147 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 |
| March 13, 2024 Filed Mar 15, 2024 21:36 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 10,000 | $51.06 | $510,600.00 |
DisclosureSEC source: 0000005513-24-000064 · wk-form4_1710538549.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 122,246 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F2 · balance_after: Includes 48,025 restricted stock units, 3,852 stock success units, and 70,369 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 |
| March 01, 2024 Filed Mar 5, 2024 23:34 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 25,302 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-24-000061 · wk-form4_1709681686.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,246 F7 · shares: All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2025. F8 · balance_after: Includes 48,025 stock-settled RSUs, 3,852 SSUs, and 80,369 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:34 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,358 | $49.30 | $116,249.40 |
DisclosureSEC source: 0000005513-24-000061 · wk-form4_1709681686.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,944 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,372 stock-settled RSUs. F6 · balance_after: Includes 22,723 stock-settled RSUs, 3,852 SSUs, and 80,369 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:34 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,514 | $49.30 | $173,240.20 |
DisclosureSEC source: 0000005513-24-000061 · wk-form4_1709681686.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,302 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 9,495 stock-settled RSUs. F4 · balance_after: Includes 29,095 stock-settled RSUs, 3,852 SSUs, and 76,355 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:34 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,776 | $49.30 | $136,856.80 |
DisclosureSEC source: 0000005513-24-000061 · wk-form4_1709681686.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,816 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,501 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 38,590 restricted stock units, 3,852 stock success units, and 70,374 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 23:58 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,471 | $48.73 | $71,681.83 |
DisclosureSEC source: 0000005513-24-000039 · wk-form4_1708559855.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,592 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,738 SSUs (as defined in footnote (3) 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: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 127.823 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. F3 · balance_after: Includes 46,091 restricted stock units, 3,852 stock success units, and 65,649 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 |
| March 01, 2023 Filed Mar 3, 2023 23:05 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 19,311 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000064 · wf-form4_167788471714914.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,936 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2024. F8 · balance_after: Includes 46,091 stock-settled RSUs, 7,590 SSUs, and 63,255 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:05 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 3,737 | $45.57 | $170,295.09 |
DisclosureSEC source: 0000005513-23-000064 · wf-form4_167788471714914.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,625 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 9,495 stock-settled RSUs. F6 · balance_after: Includes 26,780 stock-settled RSUs, 7,590 SSUs, and 63,255 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:05 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,865 | $45.57 | $130,558.05 |
DisclosureSEC source: 0000005513-23-000064 · wf-form4_167788471714914.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,362 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,279 stock-settled RSUs. F4 · balance_after: Includes 36,275 stock-settled RSUs, 7,590 SSUs, and 57,497 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:05 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 2,071 | $45.57 | $94,375.47 |
DisclosureSEC source: 0000005513-23-000064 · wf-form4_167788471714914.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,227 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,263 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 43,554 restricted stock units, 7,590 stock success units, and 53,083 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 23:47 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 11,035 | $42.81 | $472,408.35 |
DisclosureSEC source: 0000005513-23-000030 · wf-form4_167710963142546.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,298 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2020 PSUs. F5 · balance_after: Includes 48,817 stock-settled RSUs, 7,590 SSUs, and 49,891 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:47 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 27,862.2 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000030 · wf-form4_167710963142546.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,333 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 48,817 restricted stock units, 7,590 stock success units, and 60,926 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. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 159.505 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:35 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 28,774 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000058 · wf-form4_164635411302197.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,311 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2023. F8 · balance_after: Includes 48,817 stock-settled RSUs, 7,590 SSUs, and 32,904 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:35 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,773 | $26.88 | $47,658.24 |
DisclosureSEC source: 0000005513-22-000058 · wf-form4_164635411302197.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,537 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 7,279.000 stock-settled RSUs. F6 · balance_after: Includes 20,043 stock-settled RSUs, 7,590 SSUs, and 32,904 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:35 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,244 | $26.88 | $33,438.72 |
DisclosureSEC source: 0000005513-22-000058 · wf-form4_164635411302197.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,310 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,108.000 stock-settled RSUs. F4 · balance_after: Includes 27,322 stock-settled RSUs, 7,590 SSUs, and 27,398 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:35 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 522 | $26.88 | $14,031.36 |
DisclosureSEC source: 0000005513-22-000058 · wf-form4_164635411302197.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,554 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,141.390 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 32,430 restricted stock units, 7,590 stock success units ("SSUs"), and 23,534 shares of common stock. All restricted stock units ("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 |
| February 19, 2022 Filed Feb 24, 2022 02:37 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 920 | $28.82 | $26,514.40 |
DisclosureSEC source: 0000005513-22-000023 · wf-form4_164567023937663.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,076 F6 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 3,738 SSUs, representing one-third of the SSUs originally granted on August 24, 2020, and the certification of the achievement of the performance metrics over the performance period from January 1, 2021 to December 31, 2021. F7 · balance_after: Includes 34,571 stock-settled RSUs, 7,590 SSUs, and 21,915 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 19, 2022 Filed Feb 24, 2022 02:37 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 395 | $28.82 | $11,383.90 |
DisclosureSEC source: 0000005513-22-000023 · wf-form4_164567023937663.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,996 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2019 PSUs. F5 · balance_after: Includes 34,571 stock-settled RSUs, 11,328 SSUs, and 19,097 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 19, 2022 Filed Feb 24, 2022 02:37 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 1,330.633 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000023 · wf-form4_164567023937663.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,391 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2019 ("2019 PSUs"). The shares were earned upon the vesting of the 2019 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2021. F2 · balance_after: Includes 34,571 restricted stock units, 11,328 stock success units, and 19,492 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. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 220.256 shares of common stock under the issuer's employee stock purchase plan and 90.737 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, 2021 Filed Mar 4, 2021 00:32 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 22,059 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-21-000066 · wf-form4_161481792720074.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,749 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2022. F8 · balance_after: Includes 34,481 stock-settled RSUs, 11,328 SSUs, and 17,941 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:32 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 1,240 | $27.20 | $33,728.00 |
DisclosureSEC source: 0000005513-21-000066 · wf-form4_161481792720074.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,690 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,108.000 stock-settled RSUs. F6 · balance_after: Includes 12,422 stock-settled RSUs, 11,328 SSUs, and 17,941 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:32 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 489 | $27.20 | $13,300.80 |
DisclosureSEC source: 0000005513-21-000066 · wf-form4_161481792720074.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,930 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,990.012 stock-settled RSUs. F4 · balance_after: Includes 17,530 stock-settled RSUs, 11,328 SSUs, and 14,073 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:32 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 269 | $27.20 | $7,316.80 |
DisclosureSEC source: 0000005513-21-000066 · wf-form4_161481792720074.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,419 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 904.273 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 19,520 restricted stock units, 11,328 stock success units ("SSUs"), and 12,572 shares of common stock. All restricted stock units ("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 |
| February 23, 2021 Filed Feb 25, 2021 23:46 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 193 | $26.63 | $5,139.59 |
DisclosureSEC source: 0000005513-21-000035 · wf-form4_161429675173035.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,688 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2018 PSUs. F5 · balance_after: Includes 20,424 stock-settled RSUs, 11,328 SSUs, and 11,936 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 23:46 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 650.427 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-21-000035 · wf-form4_161429675173035.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,881 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2018 ("2018 PSUs"). The shares were earned upon the vesting of the 2018 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2020. F2 · balance_after: Includes 20,424 restricted stock units, 11,328 stock success units, and 12,129 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. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 150.520 shares of common stock under the issuer's employee stock purchase plan and 118.668 stock-settled RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 23:32 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 11,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000143 · wf-form4_159848470757257.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,962 F1 · shares: All are stock success units ("SSUs"), which may be settled, on a 1-for-1 basis, only in shares of common stock. The SSUs will vest in full on the sixth anniversary of the grant date, subject to the reporting person's continued employment, unless vesting is accelerated based on the achievement of specific performance hurdles measured over one-, three- and five-year performance periods that begin January 1, 2021. One-third of the SSUs will be eligible to accelerate and vest on a cumulative basis on the last day of each performance period, in each case conditioned upon achievement of the performance hurdles during the applicable performance period. In connection with the grant of SSUs, the reporting person has committed to hold an equal number of shares of common stock currently owned by the reporting person and any sale of such committed shares prior to the vesting of SSUs will result in the immediate proportional forfeiture of any unvested SSUs. F2 · balance_after: Includes 20,305 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), 11,328 SSUs, and 11,328 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 184.002 shares of common stock under the issuer's employee stock purchase plan and 171.626 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, 2020 Filed Mar 4, 2020 00:21 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 15,479 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000070 · wf-form4_158328126395141.xml · nonDerivative · entry 4 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,278 F7 · shares: All are stock-settled RSUs, which vest in three equal annual installments beginning on March 1, 2021. F8 · balance_after: Includes 20,134 stock-settled RSUs and 11,144 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:21 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 445 | $23.31 | $10,372.95 |
DisclosureSEC source: 0000005513-20-000070 · wf-form4_158328126395141.xml · nonDerivative · entry 3 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,799 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,872.152 stock-settled RSUs. F6 · balance_after: Includes 4,655 stock-settled RSUs and 11,144 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:21 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 194 | $23.31 | $4,522.14 |
DisclosureSEC source: 0000005513-20-000070 · wf-form4_158328126395141.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,244 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 825.585 stock-settled RSUs. F4 · balance_after: Includes 6,527 stock-settled RSUs and 9,717 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:21 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 242 | $23.31 | $5,641.02 |
DisclosureSEC source: 0000005513-20-000070 · wf-form4_158328126395141.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,438 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 942.520 stock-settled RSUs (as defined in footnote (2) below). F2 · balance_after: Includes 7,352 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 9,086 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 25, 2020 Filed Feb 28, 2020 01:28 UTC | Unum Group UNM · Entity 3369 | Tax withholdingCommon Stock | 239 | $25.60 | $6,118.40 |
DisclosureSEC source: 0000005513-20-000046 · wf-form4_158285330878597.xml · nonDerivative · entry 2 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,680 F4 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of the earned 2017 PSUs. F5 · balance_after: Includes 8,295 stock-settled RSUs and 8,385 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| February 25, 2020 Filed Feb 28, 2020 01:28 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 804.834 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000046 · wf-form4_158285330878597.xml · nonDerivative · entry 1 Zabel Steven Andrew · CIK 0001780643 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,919 F1 · shares: Represents shares of common stock earned from a target number of performance share units awarded on March 1, 2017 ("2017 PSUs"). The shares were earned upon the vesting of the 2017 PSUs and the certification of the levels of achievement of the performance metrics measured over the three-year performance period ended December 31, 2019. F2 · balance_after: Includes 8,295 restricted stock units, which may be settled, on a 1-for-1 basis, only in shares of common stock ("stock-settled RSUs"), and 8,624 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 98.068 shares of common stock under the issuer's employee stock purchase plan and 242.223 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.