Unum Group·4

Feb 18, 6:52 PM ET

IGLESIAS LISA G 4

Research Summary

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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.