{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/UNMA",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Unum Group (NYSE: UNMA) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nUnum Group is listed on the NYSE under ticker UNMA, with ISIN US91529Y6014 and LEI 549300E32YFDO6TZ8R31. Its security type is Corporate, its sector is 6321 Accident & Health Insurance, and its jurisdiction is United States, Delaware. The segment is not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 80 filings in the twelve months to 2026-11-08, on 46 filing days. The median gap between filing days is 4 days. The latest filing is dated 2026-11-04 and is of type results, 4 days before the record date. The NYSE median gap is 6.0 days and its median latency is 4.0 days, across 3256 issuers. The 6321 Accident & Health Insurance sector median gap is 4 days and its median latency is 3 days, across 7 issuers.\n\n## Auditor\n\nThe auditor of record is not on the record, because the latest annual report cover carries no dei:AuditorName tag. Its location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as exchange tier transfers are not EDGAR filings. The issuer is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's own investor-relations page names 13 research houses: Barclays, BMO, Dowling, Evercore, Jefferies, J.P. Morgan, KBW, Morgan Stanley, Raymond James, Truist Securities, UBS, Wells Fargo and Wolfe Research.\n\n## Open research\n\nThe record holds 3 openly published research notes, all by Sure Dividend: one dated 2023-05-12, one dated 2021-08-06, and one dated 2020-05-07.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe sealed years that hold the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n12 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0000005513.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/UNMA (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://investors.unum.com/stock-info/analyst-coverage/default.aspx (coverage)\n- https://www.suredividend.com/wp-content/uploads/2023/05/UNM-2023-05-12.pdf (open research)\n- https://www.suredividend.com/wp-content/uploads/2021/08/UNM-2021-08-06-2.pdf (open research)\n- https://www.suredividend.com/wp-content/uploads/2020/05/UNM-2020-05-07-1.pdf (open research)\n- https://mcp.us-cm-kg.ai/record/NYSE/UNMA (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "market": "US",
    "reason": "no dei:AuditorName tag on the latest annual report cover (foreign private issuers and older filings carry none)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "US",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/UNMA",
  "coverage": {
   "count": 13,
   "houses": [
    {
     "analyst": "A. Scott",
     "house": "Barclays",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "J. Matten",
     "house": "BMO",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "J. Hurwitz",
     "house": "Dowling",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "T. Gallagher",
     "house": "Evercore",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "S. Kamath",
     "house": "Jefferies",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "P. Singzon",
     "house": "J.P. Morgan",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "R. Krueger",
     "house": "KBW",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "B. Huang",
     "house": "Morgan Stanley",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "W. Burdis",
     "house": "Raymond James",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "M. Hughes",
     "house": "Truist Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "M. Ward",
     "house": "UBS",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "W. Carmichael",
     "house": "Wells Fargo",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "T. Benguigui",
     "house": "Wolfe Research",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx",
     "result": "read: 13 of 28 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 7,
     "median_cadence_gap_days": 4,
     "median_filings": 112,
     "median_latency_days": 3,
     "name": "6321 Accident & Health Insurance"
    }
   },
   "by_type": {
    "ad_hoc": 1,
    "agm_egm": 3,
    "corporate_news": 6,
    "directors_dealings": 44,
    "prospectus": 2,
    "regulatory_filing": 16,
    "results": 8
   },
   "cadence_median_gap_days": 4,
   "filing_days": 46,
   "filings": 80,
   "latency_days": 4,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-11-04",
     "source": "https://www.sec.gov/Archives/edgar/data/5513/000000551326000086/unm-20260930.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-11-03",
     "source": "https://www.sec.gov/Archives/edgar/data/5513/000000551326000085/unm-20261103.htm",
     "title": "8-K — 8-K (items 2.02,9.01)",
     "type": "results"
    },
    {
     "category": "4",
     "date": "2026-09-11",
     "source": "https://www.sec.gov/Archives/edgar/data/5513/000194315026000004/xslF345X06/wk-form4_1789162725.xml",
     "title": "4 — FORM 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-11",
     "source": "https://www.sec.gov/Archives/edgar/data/5513/000134329726000006/xslF345X06/wk-form4_1789162471.xml",
     "title": "4 — FORM 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-11",
     "source": "https://www.sec.gov/Archives/edgar/data/5513/000110317226000010/xslF345X06/wk-form4_1789161948.xml",
     "title": "4 — FORM 4",
     "type": "directors_dealings"
    }
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   "latest_filing_date": "2026-11-04",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/UNMA",
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    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-08",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US91529Y6014"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000005513.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US91529Y6014)",
    "state": "sourced",
    "value": "549300E32YFDO6TZ8R31"
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   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
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    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000005513.json",
    "state": "sourced",
    "value": "Unum Group"
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   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000005513.json",
    "state": "sourced",
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    "read_date": "2026-11-08",
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    "source": "https://data.sec.gov/submissions/CIK0000005513.json",
    "state": "sourced",
    "value": "Corporate"
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    "state": "not_on_record"
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    "state": "sourced",
    "value": "UNMA"
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    "source"
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   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
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   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
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  "node": "us-cm-kg",
  "numbers_hash": "sha256:2a1f5e878c29bff0d8630abd8eeaefd7aca4c060681b7168222b82c76b04e00f",
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   "rows": [
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     "date": "2023-05-12",
     "kind": "independent",
     "publisher": "Sure Dividend",
     "read_by": "the note's link answers (200 application/pdf); a document, not read as text",
     "read_date": "2026-11-11",
     "source": "https://www.suredividend.com/wp-content/uploads/2023/05/UNM-2023-05-12.pdf",
     "state": "sourced",
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     "read_date": "2026-11-11",
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     "state": "sourced",
     "title": "Unum Group (UNM)"
    }
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  "orderability": {
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   "client_categories": [],
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    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
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  "record": {
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   "version": 1
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  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
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 },
 "numbers_hash": "sha256:2a1f5e878c29bff0d8630abd8eeaefd7aca4c060681b7168222b82c76b04e00f",
 "path": "/us/NYSE/UNMA",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "Unum Group is listed on the NYSE under ticker UNMA, with ISIN US91529Y6014 and LEI 549300E32YFDO6TZ8R31. Its security type is Corporate, its sector is 6321 Accident & Health Insurance, and its jurisdiction is United States, Delaware. The segment is not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 80 filings in the twelve months to 2026-11-08, on 46 filing days. The median gap between filing days is 4 days. The latest filing is dated 2026-11-04 and is of type results, 4 days before the record date. The NYSE median gap is 6.0 days and its median latency is 4.0 days, across 3256 issuers. The 6321 Accident & Health Insurance sector median gap is 4 days and its median latency is 3 days, across 7 issuers.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, because the latest annual report cover carries no dei:AuditorName tag. Its location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as exchange tier transfers are not EDGAR filings. The issuer is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's own investor-relations page names 13 research houses: Barclays, BMO, Dowling, Evercore, Jefferies, J.P. Morgan, KBW, Morgan Stanley, Raymond James, Truist Securities, UBS, Wells Fargo and Wolfe Research.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "The record holds 3 openly published research notes, all by Sure Dividend: one dated 2023-05-12, one dated 2021-08-06, and one dated 2020-05-07.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The sealed years that hold the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "12 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
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   "source": "https://data.sec.gov/submissions/CIK0000005513.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/UNMA"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
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   "source": "https://investors.unum.com/stock-info/analyst-coverage/default.aspx"
  },
  {
   "for": "open research",
   "source": "https://www.suredividend.com/wp-content/uploads/2023/05/UNM-2023-05-12.pdf"
  },
  {
   "for": "open research",
   "source": "https://www.suredividend.com/wp-content/uploads/2021/08/UNM-2021-08-06-2.pdf"
  },
  {
   "for": "open research",
   "source": "https://www.suredividend.com/wp-content/uploads/2020/05/UNM-2020-05-07-1.pdf"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/UNMA"
  }
 ],
 "title": "Unum Group (UNMA) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}