Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | Director | September 03, 2026 | September 08, 2026 |
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 September 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 200,552 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Sale · Disposed 9,777 · Balance 200,552 F1: This transaction was executed in multiple trades at prices ranging from $54.75 USD to $55.74 USD; the price reported above reflects the weighted average sale price. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $54.75 USD to $55.74 USD; the price reported above reflects the weighted average sale price.
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 |
|---|---|---|---|---|---|---|
| December 16, 2016 Filed Dec 16, 2016 21:30 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 429 | $21.10 | $9,049.76 |
DisclosureSEC source: 0000101199-16-000627 · wf-form4_148192380961395.xml · nonDerivative · entry 2 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,688 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 |
| December 16, 2016 Filed Dec 16, 2016 21:30 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Exercise / conversionCommon Stock | 351 | $28.93 | $10,152.68 |
DisclosureSEC source: 0000101199-16-000627 · wf-form4_148192380961395.xml · nonDerivative · entry 1 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,259 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 30, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 654 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 3 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,754 Read SEC document |
| February 26, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 854 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 2 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,754 Read SEC document |
| February 11, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 7 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Child 4 Disclosed balance after: 4,840 Read SEC document |
| February 11, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 6 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Child 3 Disclosed balance after: 7,740 Read SEC document |
| February 11, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 5 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Child 2 Disclosed balance after: 11,540 Read SEC document |
| February 11, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 4 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Child 1 Disclosed balance after: 13,540 Read SEC document |
| February 11, 2016 Filed Feb 13, 2017 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 6,574 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000014 · wf-form5_148700393817404.xml · nonDerivative · entry 1 Carlton Scott L · CIK 0001550220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,754 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.