Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | VP/COO - United Life Ins. Co. | February 23, 2018 | February 27, 2018 |
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, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,730.0733 |
Reported balance
After 2018-02-23 transaction · row 1
1 source rowRow 1 · 2018-02-23 · Grant · Acquired 558 · Balance 8,730.0733 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.80 · Expires 2028-02-23 | Direct | 2,832 |
Reported balance
After 2018-02-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-02-23 · Grant · Acquired 2,832 · Balance 2,832 F1: Options become vested and exercisable in equal installments on 2/23/2019, 2/23/2020, and 2/23/2021, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Options become vested and exercisable in equal installments on 2/23/2019, 2/23/2020, and 2/23/2021, respectively.
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, 2018 Filed Feb 27, 2018 20:20 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 2,832 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0000101199-18-000037 · wf-form4_151976279457168.xml · derivative · entry 2 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,832 Underlying: Common Stock · 2,832 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 20:20 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-18-000037 · wf-form4_151976279457168.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,730.0733 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 19:35 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 369 | $44.28 | $16,339.32 |
DisclosureSEC source: 0000101199-18-000013 · wf-form4_151915533384158.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,172.0733 F1 · shares: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 700 | $0.00 Strike: $20.93 | $0.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · derivative · entry 11 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 700 shares Expires 2022-02-24 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 · derivative.exercise_date: All options currently exercisable. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $20.54 | $0.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · derivative · entry 10 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 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. F1 · derivative.exercise_date: All options currently exercisable. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 750 | $0.00 Strike: $16.89 | $0.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · derivative · entry 9 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750 shares Expires 2020-02-19 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 · derivative.exercise_date: All options currently exercisable. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 400 | $0.00 Strike: $18.14 | $0.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · derivative · entry 8 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400 shares Expires 2019-05-20 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: All options currently exercisable. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · derivative · entry 7 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2018-02-15 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: All options currently exercisable. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 3,850 | $48.04 | $184,960.93 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · nonDerivative · entry 6 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,528.6271 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 700 | $20.93 | $14,651.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · nonDerivative · entry 5 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,378.6271 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 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,000 | $20.54 | $20,540.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · nonDerivative · entry 4 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,678.6271 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 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 750 | $16.89 | $12,667.50 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · nonDerivative · entry 3 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,678.6271 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 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 400 | $18.14 | $7,256.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · nonDerivative · entry 2 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,928.6271 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 21, 2017 Filed Nov 22, 2017 19:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,000 | $34.39 | $34,390.00 |
DisclosureSEC source: 0000101199-17-000145 · wf-form4_151138011686102.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,528.6271 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 20:45 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 2,467 | $0.00 Strike: $42.27 | $0.00 |
DisclosureSEC source: 0000101199-17-000046 · wf-form4_149073389196446.xml · derivative · entry 2 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,467 Underlying: Common Stock · 2,467 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 20:45 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 591 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000046 · wf-form4_149073389196446.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500.2484 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 21:49 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 3,307 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-17-000036 · wf-form4_148780014260467.xml · derivative · entry 2 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,307 Underlying: Common Stock · 3,307 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 21:49 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000036 · wf-form4_148780014260467.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,899.5415 Read SEC document |
| February 17, 2017 Filed May 31, 2017 13:37 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Option (right to buy) · Derivative | 3,383 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0000101199-17-000098 · wf-form4a_149623781311659.xml · derivative · entry 2 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,383 Underlying: Common Stock · 3,383 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 13:37 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000098 · wf-form4a_149623781311659.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,899.5415 Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 21:30 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 21 | $43.45 | $912.45 |
DisclosureSEC source: 0000101199-16-000605 · wf-form4_147924543895330.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,088.9125 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 21:23 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $35.23 | $0.00 |
DisclosureSEC source: 0000101199-16-000603 · wf-form4_147872658090493.xml · derivative · entry 3 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2017-02-16 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: All options currently exercisable. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 21:23 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 925 | $38.81 | $35,899.25 |
DisclosureSEC source: 0000101199-16-000603 · wf-form4_147872658090493.xml · nonDerivative · entry 2 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,109.9125 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 21:23 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 1,000 | $35.23 | $35,230.00 |
DisclosureSEC source: 0000101199-16-000603 · wf-form4_147872658090493.xml · nonDerivative · entry 1 Sheeley Michael J. · CIK 0001515002 · VP/COO - United Life Ins. Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,034.9125 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.