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Puneet Bhasin

CIK 1478633 · EVP, Chief Info & Digital Off. · last filed 2024-03-05

Puneet Bhasin is an EVP, Chief Info & Digital Off. who has filed 45 SEC Form 4 insider transactions across 3 companies since 2010. The most recent filing, for UNMA, was dated Mar 5, 2024. Across all open-market trades the lifetime net is −$10.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $12.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$12.95M

Companies

3

Total Filings

45

Lifetime Open-Market Net

-$10.67M

Filer Profile

Reported Address
1001 FANNIN, SUITE 4000
HOUSTON, TX 77002
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
UNMA EVP, Chief Info & Digital Off. 52,002 $21.65 $1.13M -$1.47M 16 2024-03-05
UNM Chief Info & Digital Officer 10,075 $95.19 $959.0K $0 1 2018-03-12
WM EVP Corp Op & Pres WM Recyclin 51,457 $211.10 $10.86M -$9.21M 26 2016-08-11

Recent Filings

45 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2024-03-05 UNMA Mixed +10,028 -$203.2K EDGAR
2024-02-21 UNMA Tax (F) −754 -$36.7K EDGAR
2023-12-01 UNMA Sell (S) −8,188 -$347.1K EDGAR
2023-11-29 UNM Notice (144) −8,188 -$347.1K EDGAR
2023-05-24 UNMA Sell (S) −14,609 -$678.9K EDGAR
2023-05-22 UNM Notice (144) −14,612 -$679.5K EDGAR
2023-03-03 UNMA Mixed +3,084 -$242.2K EDGAR
2023-02-22 UNMA Mixed +16,814 -$473.4K EDGAR
2022-11-22 UNMA Sell (S) −10,725 -$440.0K EDGAR
2022-03-03 UNMA Mixed +9,539 -$81.1K EDGAR
Showing 1–10 of 45
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.