Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | VP/General Counsel/Corp Sec | March 31, 2022 | April 05, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNITED FIRE GROUP INC
Report date March 31, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,903.667 |
Ending reported balance
After 2022-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-31 · Tax withholding · Disposed 256 · Balance 18,359.667 F1: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Row 2 · 2022-03-31 · Tax withholding · Disposed 456 · Balance 17,903.667 F1: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU").
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 30, 2018 Filed Oct 31, 2018 18:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $29.61 | $0.00 |
DisclosureSEC source: 0000101199-18-000111 · wf-form4_154101208443160.xml · derivative · entry 3 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,041 Underlying: Common Stock · 5,000 shares Expires 2024-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction pursuant to a 10b5-1 contract. F2 · derivative.exercise_date: 6433 options exercisable. Remaining options become vested and exercisable on 2/21/2019. Read SEC document |
| October 30, 2018 Filed Oct 31, 2018 18:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 5,000 | $53.00 | $265,000.00 |
DisclosureSEC source: 0000101199-18-000111 · wf-form4_154101208443160.xml · nonDerivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,660.179 F1 · kind: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| October 30, 2018 Filed Oct 31, 2018 18:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 5,000 | $29.61 | $148,050.00 |
DisclosureSEC source: 0000101199-18-000111 · wf-form4_154101208443160.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,660.179 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 15:36 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,015 | $0.00 Strike: $23.96 | $0.00 |
DisclosureSEC source: 0000101199-18-000103 · wf-form4_153443379912380.xml · derivative · entry 3 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,015 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: All options currently exercisable. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 15:36 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 1,015 | $50.09 | $50,843.08 |
DisclosureSEC source: 0000101199-18-000103 · wf-form4_153443379912380.xml · nonDerivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,341.477 F1 · price: This transaction was executed in multiple trades at prices ranging from $50.065 to $50.15. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 15:36 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,015 | $23.96 | $24,319.40 |
DisclosureSEC source: 0000101199-18-000103 · wf-form4_153443379912380.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,356.477 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 20:19 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 4,248 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0000101199-18-000035 · wf-form4_151976275454822.xml · derivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,248 Underlying: Common Stock · 4,248 shares Expires 2028-02-23 F1 · derivative.exercise_date: Options become vested and exercisable in equal installments on 2/23/2019, 2/23/2020, and 2/23/2021, respectively. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 20:19 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-18-000035 · wf-form4_151976275454822.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,285.992 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 19:36 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 516 | $44.28 | $22,848.48 |
DisclosureSEC source: 0000101199-18-000016 · wf-form4_151915538936079.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,448.992 F1 · shares: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 15:30 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 2,537 | $0.00 Strike: $23.96 | $0.00 |
DisclosureSEC source: 0000101199-17-000147 · wf-form4_151179658898899.xml · derivative · entry 3 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,015 Underlying: Common Stock · 2,537 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 2537 options currently exercisable. Remaining options become vested and exercisable on 2/15/2018. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 15:30 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 2,537 | $47.97 | $121,699.64 |
DisclosureSEC source: 0000101199-17-000147 · wf-form4_151179658898899.xml · nonDerivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,935.658 Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 15:30 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 2,537 | $23.96 | $60,786.52 |
DisclosureSEC source: 0000101199-17-000147 · wf-form4_151179658898899.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,472.658 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 3,701 | $0.00 Strike: $42.27 | $0.00 |
DisclosureSEC source: 0000101199-17-000042 · wf-form4_149073321214603.xml · derivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,701 Underlying: Common Stock · 3,701 shares Expires 2027-03-24 F1 · derivative.exercise_date: This option grant vests one-third on each of the first three anniversaries of the 3/24/2017 grant date. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000042 · wf-form4_149073321214603.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,874.194 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 21:41 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 4,845 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-17-000032 · wf-form4_148779968159540.xml · derivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845 Underlying: Common Stock · 4,845 shares Expires 2027-02-17 F1 · deemedExecutionDate: Options become vested and exercisable in equal installments on 02/17/2018, 02/17/2019, 02/17/2020, 02/17/2021 and 02/17/2022, respectively. F1 · derivative.exercise_date: Options become vested and exercisable in equal installments on 02/17/2018, 02/17/2019, 02/17/2020, 02/17/2021 and 02/17/2022, respectively. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 21:41 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000032 · wf-form4_148779968159540.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,960.154 Read SEC document |
| February 17, 2017 Filed May 31, 2017 13:46 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 4,956 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-17-000101 · wf-form4a_149623835753149.xml · derivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,956 Underlying: Common Stock · 4,956 shares Expires 2027-02-17 F1 · deemedExecutionDate: Options become vested and exercisable in equal installments on 02/17/2018, 02/17/2019, 02/17/2020, 02/17/2021 and 02/17/2022, respectively. F1 · derivative.exercise_date: Options become vested and exercisable in equal installments on 02/17/2018, 02/17/2019, 02/17/2020, 02/17/2021 and 02/17/2022, respectively. Read SEC document |
| February 17, 2017 Filed May 31, 2017 13:46 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000101 · wf-form4a_149623835753149.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,960.154 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,522 | $0.00 Strike: $23.96 | $0.00 |
DisclosureSEC source: 0000101199-17-000006 · wf-form4_148362519434965.xml · derivative · entry 3 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,552 Underlying: Common Stock · 1,522 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 3044 options currently exercisable. Remaining options become vested and exercisable in equal installments on 2/15/2017 and 2/15/2018, respectively. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 1,522 | $48.85 | $74,349.70 |
DisclosureSEC source: 0000101199-17-000006 · wf-form4_148362519434965.xml · nonDerivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,789.154 F1 · kind: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,522 | $23.96 | $36,467.12 |
DisclosureSEC source: 0000101199-17-000006 · wf-form4_148362519434965.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,311.154 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 4,639 | $0.00 Strike: $33.43 | $0.00 |
DisclosureSEC source: 0000101199-16-000613 · wf-form4_147949958245347.xml · derivative · entry 3 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,639 shares Expires 2018-05-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction pursuant to a 10b5-1 contract. F2 · derivative.exercise_date: All options currently exercisable. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 4,639 | $44.95 | $208,523.05 |
DisclosureSEC source: 0000101199-16-000613 · wf-form4_147949958245347.xml · nonDerivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,765.26 F1 · kind: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 4,639 | $33.43 | $155,081.77 |
DisclosureSEC source: 0000101199-16-000613 · wf-form4_147949958245347.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404.26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 18:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,720 | $0.00 Strike: $20.54 | $0.00 |
DisclosureSEC source: 0000101199-16-000588 · wf-form4_147456917688035.xml · derivative · entry 6 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,720 shares Expires 2021-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 18:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 1,720 | $42.50 | $73,100.00 |
DisclosureSEC source: 0000101199-16-000588 · wf-form4_147456917688035.xml · nonDerivative · entry 4 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,765.26 F1 · date: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 18:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,720 | $20.54 | $35,328.80 |
DisclosureSEC source: 0000101199-16-000588 · wf-form4_147456917688035.xml · nonDerivative · entry 3 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,485.26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 18:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 300 | $0.00 Strike: $20.54 | $0.00 |
DisclosureSEC source: 0000101199-16-000588 · wf-form4_147456917688035.xml · derivative · entry 5 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720 Underlying: Common Stock · 300 shares Expires 2021-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 18:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 300 | $42.50 | $12,750.00 |
DisclosureSEC source: 0000101199-16-000588 · wf-form4_147456917688035.xml · nonDerivative · entry 2 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,765.26 F1 · date: Transaction pursuant to a 10b5-1 contract. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 18:33 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 300 | $20.54 | $6,162.00 |
DisclosureSEC source: 0000101199-16-000588 · wf-form4_147456917688035.xml · nonDerivative · entry 1 SCHARMER NEAL R · CIK 0001451184 · VP/General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,065.26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.