undamentalytics Newsletter

Unum Group insider trading

Every open-market purchase and sale by Unum Group's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Unum Group insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Unum Group’s insiders pay?

From February 9, 2010 to September 11, 2026, 30 insiders reported 3 open-market purchases and 100 sales not made under a pre-set plan in Unum Group. Twelve months after each purchase was reported, the shares were +33.3% against the S&P 500 on average (median +13.4%), over 3 purchases with a full year of prices; 100% beat the index. After sales, the shares moved −2.2% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 10, 2010 into $39,415 by November 2, 2026, +8.6% a year. It held shares 18% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $17,734 (+3.5% a year), and held throughout $94,959 (+14.4%).

$0$50.0k$100k 201020122014201620182020202220242026 $95.0k$39.4k$17.7k
Copying Unum Group's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Unum Group's insiders from February 10, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 18% of the time.
Unum Group: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Iglesias Lisa G EVP, General Counsel 0 — — 9 +4.8% (7) September 11, 2026
Macmillan A S Director 0 — — 9 −0.5% (9) May 10, 2016
Pyne Christopher W EVP, Group Benefits 0 — — 9 +7.7% (8) November 10, 2025
Mckenney Richard P President and CEO 0 — — 8 +3.7% (8) March 4, 2025
Arnold Timothy Gerald EVP, VB & President, Colonial 0 — — 7 −7.9% (7) December 2, 2024
Larson Gloria C Director 1 +13.3% (1) 100% 5 −26.1% (5) November 22, 2024
Godwin Pamela H Director 0 — — 4 −18.0% (4) August 9, 2017
Jerome Christopher J EVP, Global Services 0 — — 4 −12.0% (4) November 21, 2017
Keaney Timothy F Director 0 — — 4 +15.7% (2) September 11, 2026
Rice Walter Lynn Jr SVP, Chief Accounting Officer 0 — — 4 −2.2% (2) September 11, 2026
Ahmed Elizabeth Claire EVP, People & Communications 0 — — 3 −10.6% (2) May 1, 2026
Bhasin Puneet EVP, Chief Info & Digital Off. 0 — — 3 +9.2% (3) December 1, 2023
Goldsberry Ronald E Director 0 — — 3 +14.1% (3) August 20, 2014
Kinser Thomas Director 0 — — 3 +5.6% (3) May 29, 2015
Mccarthy Kevin P EVP & Chief Operating Officer 0 — — 3 +26.1% (3) March 18, 2013
Pashley Cherie SVP, Chief Accounting Officer 0 — — 3 +3.7% (3) May 11, 2022
Caulfield E Michael Director 0 — — 2 −13.8% (2) November 1, 2017
Fossel Jon S Director 0 — — 2 −33.4% (2) September 2, 2011
Horn Randall C EVP, President & CEO, Colonial 0 — — 2 +5.5% (2) June 5, 2014
Mcgarry John F EVP and CFO 0 — — 2 +8.0% (2) November 17, 2016
Simonds Michael Q EVP, President & CEO, Unum US 0 — — 2 −6.0% (2) May 7, 2015
Waxenberg Daniel Jason SVP, Chief Accounting Officer 0 — — 2 −27.9% (2) February 27, 2018
Zabel Steven Andrew EVP, Chief Financial Officer 0 — — 2 −3.5% (1) November 21, 2025
Best Robert O EVP, Global Business Tech. 0 — — 1 −16.8% (1) February 11, 2011
Devore Susan D. Director 0 — — 1 −24.1% (1) March 4, 2025
Egan Cynthia Director 0 — — 1 — February 20, 2026
Muhl Edward J Director 1 +13.4% (1) 100% 0 — February 9, 2010
O Hanley Ronald P Director 0 — — 1 −4.8% (1) November 15, 2024
Ring Susan L EVP, President & CEO, Unum UK 0 — — 1 −9.7% (1) June 2, 2010
Shammo Francis Director 1 +73.2% (1) 100% 0 — November 10, 2021

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Unum Group

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Unum Group in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 13 selling crowds, −3.5%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
September 30, 20263 sellingnot yetnot yetnot yet
December 31, 20253 selling−0.2%+6.1%not yet
March 31, 20253 selling−9.5%−23.2%−25.7%
November 29, 20248 selling+9.2%+6.5%−17.0%
May 31, 20244 selling−3.4%+29.9%+39.2%
May 31, 20234 selling+6.0%−10.6%−0.3%
March 31, 20213 selling−5.3%−18.4%+1.0%
December 29, 20174 selling−11.8%−33.6%−39.5%
March 31, 20173 selling−3.2%+2.4%−10.3%
May 29, 20153 selling+2.4%+5.8%+6.2%
June 30, 20144 selling−0.9%−4.7%−2.4%
February 28, 20143 selling−6.0%−3.5%−16.8%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 14. Total returns from the month end; past patterns are not a forecast.

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