Unum Group·4

Feb 18, 6:52 PM ET

IGLESIAS LISA G 4

4 · Unum Group · Filed Feb 18, 2026

Research Summary

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Updated

Unum (UNM) EVP Lisa Iglesias Withholds 2,645 Shares for Taxes

What Happened

  • Lisa G. Iglesias, EVP and General Counsel of Unum Group (UNM), had 2,645 shares withheld (disposed) to satisfy tax withholding related to the vesting of equity awards. The withheld shares were valued at $71.64 each, for a total of $189,488.
  • This withholding covered taxes on the third and final tranche of 6,721 Stock Success Units (SSUs) from an August 20, 2020 grant, following certification of performance for the January 1, 2021–December 31, 2025 period. SSUs are settled 1-for-1 in common shares.

Key Details

  • Transaction date: February 16, 2026; Form 4 filed: February 18, 2026 (timely).
  • Withheld/disposed: 2,645 shares at $71.64 per share = $189,488.
  • Shares/rights after transaction: 11,398 shares of common stock and 17,241 restricted stock units (RSUs) (total ≈28,639 equivalent shares); fractional amounts rounded.
  • Footnotes: F1 — withholding to satisfy tax obligation on vesting of 6,721 SSUs (final tranche). F2 — holdings include 17,241 stock-settled RSUs and 11,398 common shares.
  • Transaction code: F (payment of exercise price or tax liability) — not an open-market sale.

Context

  • This was a routine tax-withholding disposition tied to the vesting of performance-based SSUs, not a discretionary sale of shares on the open market; such withholdings are common when equity awards vest and generally do not signal insider market timing.

Insider Transaction Report

Form 4
Period: 2026-02-16
IGLESIAS LISA G
EVP, General Counsel
Transactions
  • Tax Payment

    Common Stock

    [F1][F2]
    2026-02-16$71.64/sh2,645$189,48828,639 total
Footnotes (2)
  • [F1]Shares withheld to satisfy tax withholding obligation applicable to the vesting of 6,721 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]Includes 17,241 restricted stock units and 11,398 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.
Signature
/s/ Jullienne, J. Paul, Attorney-in-Fact|2026-02-18

Documents

1 file
  • 4
    wk-form4_1771458749.xmlPrimary

    FORM 4