UNM Unum Group Insider Trading

CFO Steven Zabel sold 7,500 UNM shares at $76.38; holds 113,807 shares post-transaction.

CFO Steven Andrew Zabel sold 7,500 shares of Unum Group on 2025-11-19 at $76.38, reducing his holdings by 6.2% to 113,807 shares. The sale occurred when UNM was trading below its 52-week high of $83.34 and near the middle of its annual range. Zabel's same-ticker history at UNM shows mixed timing outcomes: his 2024-11-08 sale preceded an 8.1% 30-day gain, while his 2024-03-13 sale preceded a 1.5% 30-day decline. His cross-ticker track record of 2 prior sells shows a 50% well-timed rate at the 90-day mark, indicating no consistent pattern of prescience across his transaction history. The company's fundamentals remain stable with a P/E of 13.86, revenue of $3,378,400,000 (up 4.0% year-over-year), and a market cap of $12,660,283,812.54.

EVP/General Counsel Lisa Iglesias sold 7,000 shares of UNM at $82.75 on 2025-03-03, reducing stake by 18.3% to 31,284 shares.

Lisa Iglesias, as EVP and General Counsel, sold 7,000 shares (18.3% reduction of her pre-transaction holding) at $82.75, near the 52-week high of $82.29. The sale occurred when the stock was trading near its peak within the 52-week range of $48.48–$82.29. Her prior sell at this ticker on 2024-03-05 generated positive 90-day returns (+7.6%), indicating that insider's previous stock sale at UNM did not precede a decline. Unum Group's fundamentals show a P/E of 6.11 with quarterly revenue of $3,217,000,000.00 and recent annual revenue growth of 4.0%. The current price of $77.91 represents a decline of 5.3% from the 52-week high since the transaction date, though the sale timing itself cannot be evaluated as scheduled or discretionary based on available FLAG information.

McKenney (CEO) sells 50,000 UNM shares across 3 tranches for $4,099,454.50 on 2025-03-03, retaining 980,637 shares post-transaction.

On 2025-03-03, Richard P McKenney executed 3 separate sales totaling 50,000 shares for $4,099,454.50 at blended average price of $81.99, reducing his stake from 1,030,637 to 980,637 shares. The current price of $77.91 sits 5.3% below the 52-week high of $82.29, placing the sale prices near recent peak levels. His prior UNM sales (2024-11-21, 2024-09-05, 2024-03-01) show a 25% well-timed rate at the 90-day horizon—only 1 of 4 prior sells preceded price declines. This transaction occurs at a company with strong fundamentals (P/E 6.11, $3.2B quarterly revenue, $645.7M net income, +4% annual revenue growth, $13.8B market cap), leaving no apparent financial distress signal. The sale represents a -4.9% reduction in holdings and occurred at near-year-high prices, though the timing pattern does not distinguish this sale from ordinary portfolio management activity.

Arnold Timothy Gerald (EVP, VB & President, Colonial) sold 10,000 shares of UNM at $76.92 on 2024-11-27 for $769,200.

Arnold Timothy Gerald sold 10,000 shares of Unum Group at $76.92, reducing his holdings by 15.4% from 64,827 to 54,827 shares. The sale occurred near the 52-week high (at -0.9% from the peak of $77.07), and UNM has risen significantly in the 30-day period (+19.1%) and 90-day period (+38.7%) leading up to this sale. His cross-ticker track record shows 2 prior sells with an average 90-day return of +8.3% and a 50% well-timed rate, indicating moderate timing success historically. At this specific ticker, his prior two sales at UNM showed mixed results: a well-timed sale in August 2024 (+1.7% at 30 days, +31.8% at 90 days) and a poorly-timed sale in August 2023 (-1.0% at 30 days, -15.1% at 90 days). The current transaction occurs at a high valuation relative to recent movement, but the fundamental backdrop includes a P/E of 7.92 and recent quarterly net income of $645.7M against revenue of $3.2B, with modest annual revenue growth of +3.3%.

McKenney (CEO) sold 58,865 shares for $4,438,105.89 at $75.39 avg, near 52-week high of $75.84

Richard P. McKenney, President and CEO of Unum Group, executed 2 separate sales totaling 58,865 shares for $4,438,105.89 at a blended average price of $75.39 on 2024-11-21, reducing his holdings from 1,065,868 to 1,007,003 shares. The transaction occurred near the 52-week high of $75.84 (within 0.6%), and at a time when the stock has surged 19.6% over 30 days and 39.8% over 90 days. Across his same-ticker history at UNM, McKenney's 2 prior sells executed on 2024-09-05 and 2024-03-01 returned +12.0% and +9.2% respectively at the 30-day mark, but the measurable 90-day outcome from the March sale showed +7.8%—not well-timed for a sale. His cross-ticker track record shows 0% well-timed rate on prior sells, meaning the stock subsequently rose after those transactions. The current sale's proximity to the 52-week peak and recent rally momentum warrant observation of near-term price action.

Director Ronald P O'Hanley sells 14,299 shares of UNM at $72.10; holds 38,819 shares post-transaction.

Director Ronald P O'Hanley sold 14,299 shares at $72.10 on 2024-11-14, reducing his stake by 26.9% from 53,118 to 38,819 shares and raising $1,031,023.80. The transaction occurred at a price 1.5% below the current price of $73.19 and at the 52-week high, coinciding with strong recent momentum (stock up 14.9% in 30 days and 33.0% in 90 days). UNM trades at a P/E of 7.59 with $3.2B in quarterly revenue and $645.7M net income, reflecting a $13.4B market cap. The sale size and percentage reduction merit observation against the company's financial foundation, though a single director's open-market transaction does not by itself constitute a material shift in insider confidence.

CFO Zabel sells 7,300 UNM shares at $69.32; stock now at $71.30 (52-week high), up 13.7% in 30 days

Steven Andrew Zabel, EVP and Chief Financial Officer, sold 7,300 shares of Unum Group at $69.32 on 2024-11-08, reducing his holdings from 122,324 shares to 115,024 shares. The sale occurred just 2.0% below the current price of $71.30, which is at the 52-week high. In the 30 days prior to the sale, UNM gained 13.7%, and in the 90 days prior, 31.6%. Zabel's prior sale at this same ticker on 2024-03-13 exhibited negative 90-day returns (-2.1%), indicating well-timed execution. However, his cross-ticker sell track record shows only 1 prior transaction with a 100% well-timed rate, so confidence in pattern extrapolation is limited. The CFO retains substantial holdings (115,024 shares), and the company's fundamentals show a P/E of 7.40 and positive revenue growth of 3.3% year-over-year.

CEO Richard P McKenney sold 67,795 shares of UNM at $54.98 on 2024-09-05, retaining 1.07M shares post-transaction.

McKenney sold 67,795 shares for $3,727,206.39 while maintaining substantial holdings of 1,065,868 shares, representing a -6.0% reduction in his position. The sale occurred near the 52-week high of $57.53, with the stock trading at $54.14 currently, placing the transaction in the upper quartile of the annual range. His prior sale at UNM on 2024-03-01 achieved 90-day returns of +7.8%, indicating his sells at this ticker have not consistently preceded stock declines. Against a P/E of 7.64 and recent quarterly net income of $389,500,000, the transaction reflects a partial exit without signaling fundamental concern about the business.

EVP Arnold Gerald sold 10,000 UNM shares at $54.11; prior UNM sale well-timed with -15.1% 90d return.

Arnold Timothy Gerald, EVP and President of Colonial at Unum Group, sold 10,000 shares ($541.1K) at $54.11 on 2024-08-14, reducing holdings by 13.4% to 64.8K shares. His prior open-market trade at UNM (a sell on 2023-08-03) proved well-timed, with a -15.1% 90-day return post-sale. The current stock price of $55.03 sits near the 52-week high of $57.53 (+2.1% over 30 days, +3.6% over 90 days), and the company trades at a P/E of 7.76 on $389.5M net income from $3.2B revenue. The repeated sale pattern at this ticker, combined with historically accurate timing on prior UNM transactions, warrants tracking whether this transaction precedes renewed weakness or represents a one-time adjustment at elevated price levels.