UNM Unum (UNM) Insider Trading, Ownership & Congress Trades
Insurance · Accident & health insurance · CIK 0000005513
Congress · 1Form 144 · 3
Insider buyers, 180 days
0
Funds added, last quarter
406
13F, latest reported quarter
What the filings say about UNM
Insiders, 180 days
-$988.4K net sold
3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2025-10-31
Planned sales (Form 144), 90 days
$988.4K
3 notices
Unum insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Unum Group insiders sold a net $988.4K of stock across 60 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Feb 18, 2026.
- The trade is 11.8% of the 36,502 shares held after it.
- 2 other insiders sold within 30 days.
- 406 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Keaney Timothy F sold about $404.3K of UNM on Sep 10, 2026; 2 other insiders sold within 30 days and 406 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Dec 9, 2025.
- The trade is 26.8% of the 8,154 shares held after it.
- 2 other insiders sold within 30 days.
- 406 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Chief Accounting Officer Rice Walter Lynn JR sold about $206.4K of UNM on Sep 10, 2026; 2 other insiders sold within 30 days and 406 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Mar 9, 2026.
- The trade is 15.7% of the 25,453 shares held after it.
- 2 other insiders sold within 30 days.
- 406 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, General Counsel IGLESIAS LISA G sold about $377.7K of UNM on Sep 9, 2026; 2 other insiders sold within 30 days and 406 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on May 7, 2025.
- The trade is 28.2% of the 42,587 shares held after it.
- No other insider sold within 30 days.
- 406 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, People & Communications Ahmed Elizabeth Claire sold about $961.7K of UNM on Apr 30, 2026, the largest insider sale at the company since 2025; 406 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Nov 7, 2025.
- The trade is 9.3% of the 52,268 shares held after it.
- 3 other insiders sold within 30 days.
- 406 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Group Benefits Pyne Christopher W sold about $351.6K of UNM on Mar 16, 2026; 3 other insiders sold within 30 days and 406 funds added in the latest 13F quarter.60 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$988.4K over 180 days
-$988.4K over 90 days
more than 64% of Insurance
Congress
1 member bought in the last year
the lowest in Insurance
Funds
406 funds bought in last quarter
more than 80% of Insurance
Revenue
+1.5% year over year
below 75% of Insurance
Margin
5.6% net margin
below 68% of Insurance
Buybacks
$608.7M repurchased, FY to 2026-06-30
more than 80% of Insurance
Short interest
3.4% of the float short (float per yahoo 2026-10-27) · 2.8 days to cover · settled 2026-10-15
more than 58% of Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UNM
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+19.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UNM: institutional holders (13F)
13F holdings, latest reported quarter
17,994,655 sh
$1.6B
13,256,645 sh
$1.2B
8,587,898 sh
$767.8M
7,737,197 sh
$691.7M
6,804,023 sh
$608.3M
Congress trades in UNM
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-08-04 · disclosed 39 days later
$1,001 - $15,000
Sold 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UNM planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Keaney Timothy F
Filed 2026-09-10
$404.3K
Rice Walter Lynn JR
Filed 2026-09-10
$206.4K
IGLESIAS LISA G
Filed 2026-09-09
$377.7K
UNM mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Victory RS Investors Fund
$2.7M position · as of 2026-06-30
3.9%
Select Insurance Portfolio
$19.3M position · as of 2026-05-31
3.4%
Financial Industries Trust
$3.4M position · as of 2026-06-30
2.7%
Financial Industries Fund
$7.2M position · as of 2026-07-31
2.6%
Nuveen Mid Cap Value Opportunities Fund
$7.8M position · as of 2026-07-31
2.1%
State Street(R) SPDR(R) S&P(R) Insurance ETF
$8.1M position · as of 2026-06-30
1.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Unum Group Political Action Committee (Unumpac)
Cycle 2026 · $593K spent
$517.0K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Mr. McKenney
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$19.4M
$21.4M
$3.5M
+298%
+101%
2024
$18.4M
$27.0M
$3.2M
+267%
+90%
2023
$19.7M
$22.0M
$3.8M
+121%
+58%
2022
$9.6M
$24.1M
$2.6M
+94%
+51%
2021
$9.3M
$11.2M
$2.4M
+12%
+37%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $988.4K sold by insiders over 180 days, 406 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $988.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
UNM financials
Revenue growth
+1.5%
XBRL, annual
Net margin
5.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$13.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM UNM
| FY Dec 2025 | $13.1B |
| FY Dec 2024 | $12.9B |
| FY Dec 2023 | $12.4B |
| FY Dec 2022 | $12.0B |
| FY Dec 2021 | $12.0B |
| Jun 2026 | $3.4B |
| Mar 2026 | $3.4B |
| Dec 2025 | $3.2B |
| Sep 2025 | $3.4B |
| Jun 2025 | $3.4B |
| Mar 2025 | $3.1B |
| Dec 2024 | $3.2B |
| Sep 2024 | $3.2B |
At each fiscal year end
Single quarter
Net margin, TTM
+5.3%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM UNM
| FY Dec 2025 | +5.6% |
| FY Dec 2024 | +13.8% |
| FY Dec 2023 | +10.4% |
| FY Dec 2022 | +11.7% |
| FY Dec 2021 | +8.2% |
| Jun 2026 | +7.6% |
| Mar 2026 | +6.9% |
| Dec 2025 | +5.4% |
| Sep 2025 | +1.2% |
| Jun 2025 | +10.0% |
| Mar 2025 | +6.1% |
| Dec 2024 | +10.8% |
| Sep 2024 | +20.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$693.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM UNM
| FY Dec 2025 | $555.4M |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $1.1B |
| FY Dec 2022 | $1.3B |
| FY Dec 2021 | $1.3B |
| Jun 2026 | $474.3M |
| Mar 2026 | $301.2M |
| Dec 2025 | $320.1M |
| Sep 2025 | -$402.6M |
| Jun 2025 | $320.1M |
| Mar 2025 | $317.8M |
| Dec 2024 | $453.8M |
| Sep 2024 | $352.3M |
At each fiscal year end
Single quarter
Debt to equity
0.35x
long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end); equity 2026-06-30
Debt to equity UNM
| FY Dec 2025 | 0.34x |
| FY Dec 2024 | 0.34x |
| FY Dec 2023 | 0.36x |
| FY Dec 2022 | 0.39x |
| FY Dec 2021 | 0.57x |
| Jun 2026 | 0.35x |
| Mar 2026 | 0.35x |
| Dec 2025 | 0.34x |
| Sep 2025 | 0.34x |
| Jun 2025 | 0.33x |
| Mar 2025 | 0.33x |
| Dec 2024 | 0.34x |
| Sep 2024 | 0.32x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.22x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end)
Cash flow to debt UNM
| FY Dec 2025 | 0.18x |
| FY Dec 2024 | 0.40x |
| FY Dec 2023 | 0.35x |
| FY Dec 2022 | 0.41x |
| FY Dec 2021 | 0.40x |
| Jun 2026 | 0.22x |
| Mar 2026 | 0.18x |
| Dec 2025 | 0.18x |
| Sep 2025 | 0.22x |
| Jun 2025 | 0.42x |
| Mar 2025 | 0.42x |
| Dec 2024 | 0.40x |
| Sep 2024 | 0.40x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+6.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity UNM
| FY Dec 2025 | +6.7% |
| FY Dec 2024 | +17.3% |
| FY Dec 2023 | +14.0% |
| FY Dec 2022 | +19.1% |
| FY Dec 2021 | +19.2% |
| Jun 2026 | +6.4% |
| Mar 2026 | +7.1% |
| Dec 2025 | +6.7% |
| Sep 2025 | +8.4% |
| Jun 2025 | +13.9% |
| Mar 2025 | +14.7% |
| Dec 2024 | +17.3% |
| Sep 2024 | +17.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets UNM
| FY Dec 2025 | +1.2% |
| FY Dec 2024 | +2.8% |
| FY Dec 2023 | +2.1% |
| FY Dec 2022 | +2.1% |
| FY Dec 2021 | +1.4% |
| Jun 2026 | +1.1% |
| Mar 2026 | +1.2% |
| Dec 2025 | +1.2% |
| Sep 2025 | +1.4% |
| Jun 2025 | +2.4% |
| Mar 2025 | +2.5% |
| Dec 2024 | +2.8% |
| Sep 2024 | +2.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital UNM
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed UNM
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
20.78x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing UNM
| FY Dec 2025 | 18.24x |
| FY Dec 2024 | 7.70x |
| FY Dec 2023 | 6.97x |
| FY Dec 2022 | 5.90x |
| FY Dec 2021 | 5.13x |
| Jun 2026 | 20.84x |
| Mar 2026 | 15.88x |
| Dec 2025 | 18.24x |
| Sep 2025 | 15.10x |
| Jun 2025 | 9.64x |
| Mar 2025 | 9.57x |
| Dec 2024 | 7.70x |
| Sep 2024 | 6.43x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no cash line filed
Enterprise value UNM
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.9%
TTM free cash flow over market value at close 2026-10-27
FCF yield UNM
| FY Dec 2025 | +4.3% |
| FY Dec 2024 | +10.4% |
| FY Dec 2023 | +12.1% |
| FY Dec 2022 | +16.1% |
| FY Dec 2021 | +25.4% |
| Jun 2026 | +4.9% |
| Mar 2026 | +4.5% |
| Dec 2025 | +4.3% |
| Sep 2025 | +5.2% |
| Jun 2025 | +10.3% |
| Mar 2025 | +10.0% |
| Dec 2024 | +10.4% |
| Sep 2024 | +11.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -49%, PEG needs growth
PEG, trailing UNM
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.17x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.13x |
| FY Dec 2021 | 0.22x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 0.41x |
| Mar 2025 | 0.36x |
| Dec 2024 | 0.17x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $13.1B | $12.9B | $12.4B | $12.0B |
| Net income | $738.5M | $1.8B | $1.3B | $1.4B |
| EPS (diluted) | 4.27 | 9.46 | 6.50 | 6.96 |
| Operating cash flow | $687.7M | $1.5B | $1.2B | $1.4B |
| Long-term debt | $3.8B | $3.5B | $3.4B | $3.4B |
| Buybacks | $1.0B | $972.9M | $250.1M | $200.1M |
| Dividends paid | $306.2M | $296.5M | $277.1M | $254.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
UNM Stock Sonar score 6/7 axes
Find similar shapesCompareUNM ranks highest on institutional and government (61st percentile) and risk and compliance (58th), and lowest on growth (25th), among Insurance peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
UNM filings, in plain words
Are Unum insiders buying or selling UNM?
In the 180 days to 2026-10-28, Unum insiders were net sellers, a net $988.4K across purchases and sales reported on Form 4, by 3 sellers.
Have members of Congress traded UNM?
Yes. In the year to 2026-10-28, 1 House member disclosed buying UNM and 1 House member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31.
Are there planned insider sales of UNM?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $988.4K of stock; the latest, by Keaney Timothy F, was filed 2026-09-10.
Read the full summary
In the 180 days to 2026-10-28, Unum insiders were net sellers of UNM, a net $988.4K across purchases and sales reported on Form 4 by 3 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying UNM and 1 member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $988.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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