Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LEARNING TREE INTERNATIONAL, INC.LTRE · Entity 160661 | Director | July 20, 2018 | July 30, 2018 |
| UNITED FIRE GROUP INCUFCS · Entity 4741 | Director | May 15, 2019 | May 16, 2019 |
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.
LEARNING TREE INTERNATIONAL, INC.
Report date July 20, 2018 · Filed July 30, 2018
This filing explicitly reported no securities owned.
UNITED FIRE GROUP INC
Report date May 15, 2019 · Filed May 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,308.5324 |
Reported balance
After 2019-05-15 transaction · row 1
1 source rowRow 1 · 2019-05-15 · Grant · Acquired 1,300 · Balance 5,308.5324 |
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 |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 16, 2019 21:03 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-19-000079 · wf-form4_155804057444459.xml · nonDerivative · entry 1 Gardial Sarah Fisher · CIK 0001674161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,308.5324 Read SEC document |
| May 16, 2018 Filed May 18, 2018 14:19 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-18-000079 · wf-form4_152665312707397.xml · nonDerivative · entry 1 Gardial Sarah Fisher · CIK 0001674161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,704.7905 Read SEC document |
| May 17, 2017 Filed May 19, 2017 19:16 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,178 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000084 · wf-form4_149522136851312.xml · nonDerivative · entry 1 Gardial Sarah Fisher · CIK 0001674161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,495.2924 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.