Unum Group|4Feb 18, 6:51 PM ET

Arnold Timothy Gerald 4

4 · Unum Group · Filed Feb 18, 2026

AI-generated summary of this filing

Updated Feb 18, 2026

Unum (UNM) EVP Arnold Withholds 2,227 Shares to Cover Taxes

What Happened

Timothy Arnold, EVP, VB & President, Colonial at Unum Group, had 2,227 shares withheld to satisfy tax withholding on the vesting of 5,658 stock success units (SSUs). The withheld shares were valued at $71.64 each, totaling $159,542. This was a tax-withholding disposal (code F), not an open-market sale.

Key Details

Transaction date: 2026-02-16; filing date: 2026-02-18 (timely filing).
Withheld shares: 2,227 at $71.64 per share = $159,542.
Vesting: 5,658 SSUs vested (third and final tranche from grant on 8/20/2020); net shares delivered on vesting ≈ 3,431 (5,658 vested − 2,227 withheld).
Beneficial ownership after transaction (per footnotes): 39,791 shares of common stock plus 14,841 restricted stock units (RSUs) that convert 1-for-1 — approx. 54,632 shares if RSUs settle into stock. Footnote also notes ~18.212 shares acquired under the ESPP since the prior Form 4.
Footnote context: SSUs were performance-based for the 1/1/2021–12/31/2025 period and are settled 1-for-1 in common stock. The withholding was to cover tax obligations on vesting.

Context

This was a routine tax-withholding event tied to the vesting of performance/share units, not an indicator of a voluntary sale or market timing. For equity-derivative events like SSU vesting, withheld shares are commonly used to satisfy withholding obligations; they don’t necessarily reflect the insider’s view of the company’s stock.

Form 4

Period: 2026-02-16

EVP, VB & President, Colonial

Transactions

Tax Payment
Common Stock
[F1][F2][F3]
2026-02-16$71.64/sh−2,227$159,542→ 54,632 total

Holdings

Footnotes (3)

[F1]Shares withheld to satisfy tax withholding obligation applicable to the vesting of 5,658 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]Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 18.212 shares of common stock under the issuer's employee stock purchase plan since the date of the reporting person's prior Form 4.
[F3]Includes 14,841 restricted stock units and 39,791 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

1 file