Puneet Bhasin - 01 Mar 2024 Form 4 Insider Report for Unum Group (UNM)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
05 Mar 2024, 18:13:18 UTC
Prior SEC filing
21 Feb 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jullienne, J. Paul, Attorney-in-Fact

Key filing fact

Puneet Bhasin filed Form 4 for Unum Group (UNM) on 05 Mar 2024.

Key facts

  • This page summarizes Puneet Bhasin's Form 4 filing for Unum Group (UNM).
  • 5 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 05 Mar 2024, 18:13.

Change

  • Previous filing in this sequence was filed on 21 Feb 2024.
  • Current net transaction value: -$203,165.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UNM transaction

Common Stock

Tax liability

Transaction value
$77,007
Shares
-1,562
Change %
-2.9%
Price
$49.30
Shares after
52,002
Date
01 Mar 2024
Ownership
Direct
Footnotes
F1, F2
UNM transaction

Common Stock

Tax liability

Transaction value
$75,577
Shares
-1,533
Change %
-2.9%
Price
$49.30
Shares after
50,469
Date
01 Mar 2024
Ownership
Direct
Footnotes
F3, F4
UNM transaction

Common Stock

Tax liability

Transaction value
$50,582
Shares
-1,026
Change %
-2%
Price
$49.30
Shares after
49,443
Date
01 Mar 2024
Ownership
Direct
Footnotes
F5, F6
UNM transaction

Common Stock

Award

Transaction value
$0
Shares
+9,078
Change %
+18%
Price
$0.000000
Shares after
58,521
Date
01 Mar 2024
Ownership
Direct
Footnotes
F7, F8
UNM transaction

Common Stock

Award

Transaction value
$0
Shares
+5,071
Change %
+8.7%
Price
$0.000000
Shares after
63,592
Date
01 Mar 2024
Ownership
Direct
Footnotes
F7, F9
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 footnotes

Footnote F1

Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,219 stock-settled RSUs (as defined in footnote (2) below).

Footnote F2

Includes 16,812 restricted stock units, 3,187 stock success units, and 32,003 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.

Footnote F3

Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,143 stock-settled RSUs.

Footnote F4

Includes 12,669 stock-settled RSUs, 3,187 SSUs, and 34,613 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

Footnote F5

Shares withheld to satisfy tax withholding obligation applicable to the vesting of 2,771 stock-settled RSUs.

Footnote F6

Includes 9,898 stock-settled RSUs, 3,187 SSUs, and 36,358 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

Footnote F7

All are stock-settled RSUs, which vest in three near-equal annual installments beginning on March 1, 2025.

Footnote F8

Includes 18,976 stock-settled RSUs, 3,187 SSUs, and 36,358 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

Footnote F9

Includes 24,047 stock-settled RSUs, 3,187 SSUs, and 36,358 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

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