Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | EVP & CFO | February 23, 2021 | February 25, 2021 |
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 February 23, 2021 · Filed February 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,237 |
Ending reported balance
After 2021-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-02-23 · Grant · Acquired 2,512 · Balance 31,575 Row 2 · 2021-02-23 · Tax withholding · Disposed 839 · Balance 30,736 F1: Represents payment of tax liability by withholding shares incident to the vesting of performance stock units ("PSU"). Row 3 · 2021-02-23 · Tax withholding · Disposed 499 · Balance 30,237 F2: 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 performance stock units ("PSU").
F2: 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 |
|---|---|---|---|---|---|---|
| February 23, 2021 Filed Feb 25, 2021 16:18 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 499 | $29.74 | $14,840.26 |
DisclosureSEC source: 0001562180-21-001579 · primarydocument.xml · nonDerivative · entry 3 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,237 F2 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 16:18 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 839 | $29.74 | $24,951.86 |
DisclosureSEC source: 0001562180-21-001579 · primarydocument.xml · nonDerivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,736 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of performance stock units ("PSU"). Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 16:18 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001579 · primarydocument.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,575 Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 20:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 724 | $29.43 | $21,307.32 |
DisclosureSEC source: 0001562180-21-001440 · primarydocument.xml · nonDerivative · entry 3 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,063 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (Right to Buy) · Derivative | 6,957 | $0.00 Strike: $29.43 | $0.00 |
DisclosureSEC source: 0001562180-21-001440 · primarydocument.xml · derivative · entry 4 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,957 Underlying: Common Stock · 6,957 shares Expires 2031-02-19 F2 · derivative.exercise_date: 1/3 of award vests each year for 3 years beginning on 19-Feb-2021 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 1,008 | $29.43 | $29,665.44 |
DisclosureSEC source: 0001562180-21-001440 · primarydocument.xml · nonDerivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,787 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:55 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 3,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001440 · primarydocument.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,795 Read SEC document |
| May 14, 2020 Filed May 14, 2020 21:34 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | PurchaseCommon Stock | 1,000 | $22.17 | $22,170.00 |
DisclosureSEC source: 0000101199-20-000088 · wf-form4_158949205191449.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,611.5279 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 19:44 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 12,472 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0000101199-20-000023 · wf-form4_158265983590048.xml · derivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,472 Underlying: Common Stock · 12,472 shares Expires 2030-02-21 F1 · derivative.exercise_date: This option grant vests one-third on each of the first three anniversaries of the 2/21/2020 grant date. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 19:44 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 11,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-20-000023 · wf-form4_158265983590048.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,414.6234 Read SEC document |
| February 21, 2020 Filed Mar 5, 2020 18:55 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 12,472 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0000101199-20-000043 · wf-form4a_158343453216169.xml · derivative · entry 3 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,472 Underlying: Common Stock · 12,472 shares Expires 2030-02-21 F2 · derivative.exercise_date: This option grant vests one-third on each of the first three anniversaries of the 2/21/2020 grant date. Read SEC document |
| February 21, 2020 Filed Mar 5, 2020 18:55 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 3,195 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-20-000043 · wf-form4a_158343453216169.xml · nonDerivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,609.6234 F1 · kind: This performance stock unit ("PSU") award was granted on 3/24/2017 and remains subject to vesting on 3/24/2020. On 2/21/2020, the Board of Directors certified performance for the 3/24/2017 grant of PSUs. The number presented is the actual number of PSUs that will vest on 3/24/2020. This amendment is filed to reflect these additional PSUs. Read SEC document |
| February 21, 2020 Filed Mar 5, 2020 18:55 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 11,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-20-000043 · wf-form4a_158343453216169.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,414.6234 Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 15:07 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 6,748 | $0.00 Strike: $54.26 | $0.00 |
DisclosureSEC source: 0000101199-19-000021 · wf-form4_155058881508968.xml · derivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,748 Underlying: Common Stock · 6,748 shares Expires 2029-02-15 F1 · derivative.exercise_date: Options become vested and exercisable in equal installments on 2/15/2020, 2/15/2021, and 2/15/2022, respectively. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 15:07 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-19-000021 · wf-form4_155058881508968.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,463.6004 Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 2,467 | $0.00 Strike: $42.27 | $0.00 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · derivative · entry 8 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,935 Underlying: Common Stock · 2,467 shares Expires 2027-03-24 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. F6 · 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 |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,602 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · derivative · entry 7 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,407 Underlying: Common Stock · 1,602 shares Expires 2027-02-17 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. F5 · derivative.exercise_date: This option grant vests one-fifth on each of the first five anniversaries of the 2/17/2017 grant date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 6,317 | $0.00 Strike: $39.91 | $0.00 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · derivative · entry 6 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,475 Underlying: Common Stock · 6,317 shares Expires 2026-02-19 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. F4 · derivative.exercise_date: This option grant vests one-fifth on each of the first five anniversaries of the 2/19/2016 grant date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 7,400 | $55.19 | $408,371.22 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · nonDerivative · entry 5 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,837.962 F1 · kind: Transaction pursuant to a 10b5-1 contract. F3 · price: This transaction was executed in multiple trades at prices ranging from $55.00 to $55.41. 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 |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 2,986 | $55.58 | $165,967.85 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · nonDerivative · entry 4 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,237.962 F1 · kind: Transaction pursuant to a 10b5-1 contract. F2 · price: This transaction was executed in multiple trades at prices ranging from $55.42 to $56.42. 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 |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 2,467 | $42.27 | $104,280.09 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · nonDerivative · entry 3 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,223.962 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 |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,602 | $41.32 | $66,194.64 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · nonDerivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,756.962 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 |
| June 06, 2018 Filed Jun 8, 2018 18:26 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 6,317 | $39.91 | $252,111.47 |
DisclosureSEC source: 0000101199-18-000087 · wf-form4_152848238114040.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,154.962 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 |
| February 23, 2018 Filed Feb 27, 2018 20:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 8,496 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0000101199-18-000031 · wf-form4_151976261191541.xml · derivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,496 Underlying: Common Stock · 8,496 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 20:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,674 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-18-000031 · wf-form4_151976261191541.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,837.0053 Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 7,402 | $0.00 Strike: $42.27 | $0.00 |
DisclosureSEC source: 0000101199-17-000048 · wf-form4_149073408411525.xml · derivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,402 Underlying: Common Stock · 7,402 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 20:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000048 · wf-form4_149073408411525.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,159.9843 Read SEC document |
| February 22, 2017 Filed Feb 22, 2017 21:59 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | PurchaseCommon Stock | 500 | $41.00 | $20,500.00 |
DisclosureSEC source: 0000101199-17-000038 · wf-form4_148780074480969.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385.0744 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 21:31 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 7,831 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-17-000028 · wf-form4_148779905865285.xml · derivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,831 Underlying: Common Stock · 7,831 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 21:31 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000028 · wf-form4_148779905865285.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,885.0744 Read SEC document |
| February 17, 2017 Filed May 31, 2017 15:04 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 8,009 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-17-000107 · wf-form4a_149624307055812.xml · derivative · entry 2 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,009 Underlying: Common Stock · 8,009 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 15:04 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000107 · wf-form4a_149624307055812.xml · nonDerivative · entry 1 JAFFRAY DAWN M · CIK 0001409928 · SVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,885.0744 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.