Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | Executive VP & COO | March 20, 2026 | March 24, 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 March 20, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,484 |
Reported balance
After 2026-03-20 transaction · row 1
1 source rowRow 1 · 2026-03-20 · Tax withholding · Disposed 1,692 · Balance 54,484 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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 24, 2026 16:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 1,692 | $36.40 | $61,588.80 |
DisclosureSEC source: 0001964981-26-000004 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,484 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 00:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 1,246 | $37.72 | $46,999.12 |
DisclosureSEC source: 0001964981-26-000003 · primarydocument.xml · nonDerivative · entry 3 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,176 F3 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 00:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 862 | $37.72 | $32,514.64 |
DisclosureSEC source: 0001964981-26-000003 · primarydocument.xml · nonDerivative · entry 2 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,422 F2 · kind: Represents payment of tax liability by withholding shares incident to the vesting of performance stock units ("PSU"). Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 00:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 3,540 | $37.72 | $133,528.80 |
DisclosureSEC source: 0001964981-26-000003 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,284 F1 · kind: PSU award vesting Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 18:43 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 1,191 | $38.53 | $45,889.23 |
DisclosureSEC source: 0001964981-26-000001 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,744 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 19:47 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 9,109 | $38.53 | $350,969.77 |
DisclosureSEC source: 0001964981-26-000002 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,853 F1 · kind: 2026 RSU LTIP grant. Grant vests in three equal installments, each on the annual anniversary of the grant date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 13:18 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 6,809 | $29.46 | $200,593.14 |
DisclosureSEC source: 0001562180-25-002879 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,935 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 21:00 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 1,300 | $29.04 | $37,752.00 |
DisclosureSEC source: 0001562180-25-002696 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,744 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:40 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 13,301 | $25.47 | $338,776.47 |
DisclosureSEC source: 0001562180-25-001582 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,044 F1 · shares: 2025 RSU LTIP grant. Grant vests in three equal installments, each on the annual anniversary of the grant date. Read SEC document |
| March 31, 2024 Filed Apr 1, 2024 22:56 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 2,249 | $21.77 | $48,960.73 |
DisclosureSEC source: 0001562180-24-003125 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,743 F1 · kind: Represents tax liability by withholding shares incident to the vesting of restricted stock units. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 21:40 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 14,885 | $21.99 | $327,321.15 |
DisclosureSEC source: 0001562180-24-002925 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,992 F1 · shares: RSU Grant for 2024 LTIP vesting in three (3) equal annual installments, on the anniversary date on which the RSUs are granted. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:50 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 3,578 | $30.75 | $110,023.50 |
DisclosureSEC source: 0001562180-23-002159 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,360 F1 · date: Amended Offer Letter Grants F2 · shares: 1,850 shares vesting 03/01/2023; 1101 shares vesting 03/31/2024; 627 shares vesting 03/31/2025 F3 · price: Stock price as valued on 01/30/2023 start date F4 · balance_after: Balance includes Form 3 reported RSUs from original Offer Letter. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 20:06 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 2,253 | $29.04 | $65,427.12 |
DisclosureSEC source: 0001562180-23-002273 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,107 F1 · shares: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). Read SEC document |
| February 24, 2023 Filed Mar 2, 2023 21:28 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Options (Right to buy) · Derivative | 13,032 | $0.00 Strike: $28.39 | $0.00 |
DisclosureSEC source: 0001562180-23-002148 · primarydocument.xml · derivative · entry 2 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,032 Underlying: Common Stock · 13,032 shares Expires 2033-02-24 F2 · derivative.exercise_date: Options vesting in three (3) equal annual installments, on the anniversary of the date on which the stock options are granted Read SEC document |
| February 24, 2023 Filed Mar 2, 2023 21:28 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 5,116 | $28.39 | $145,243.24 |
DisclosureSEC source: 0001562180-23-002148 · primarydocument.xml · nonDerivative · entry 1 Stephenson Julie A · CIK 0001964981 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,476 F1 · shares: RSU Grant for 2023 LTIP vesting in full (and with no part of the RSU vesting prior to) the third anniversary of the date on which the RSUs are granted 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.