Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAFETY INSURANCE GROUP INCSAFT · Entity 4681 | VP - MIS | February 24, 2026 | March 03, 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.
SAFETY INSURANCE GROUP INC
Report date February 24, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,472 |
Reported balance
After 2026-02-25 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-25 · Other · Disposed 2,420 · Balance 27,472 F1: Represents the difference between performance shares, with a three year performance period, that were granted on February 22, 2023 and actual shares earned at the end of the performance period on December 31, 2025. Final shares were approved by the Compensation Committee on February 25, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 30,053 |
Reported balance
After 2026-02-25 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 2,581 · Balance 30,053 F2: Represents restricted stock awards effective February 25, 2026, with respect to which sale or transfer rights shall vest over three years with installments of 30% on February 25, 2027, 30% on February 25, 2028, and the remaining 40% on February 25, 2029, provided the grantee meets certain employment conditions. |
| Common StockSEC Table I · non-derivative | Direct | 33,026 |
Reported balance
After 2026-02-25 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-25 · Grant · Acquired 2,973 · Balance 33,026 F3: Represents restricted stock awards granted effective February 25, 2026 with respect to which sale or transfer rights will vest over a three-year performance period commencing on January 1, 2026 and ending on December 31, 2028. Vesting of these shares is dependent upon the attainment of pre-established performance objectives, and any difference between shares granted and shares earned at the end of the performance period will be reported at the conclusion of the performance period in 2029. |
| Common StockSEC Table I · non-derivative | Direct | 32,549 |
Reported balance
After 2026-02-24 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-24 · Tax withholding · Disposed 477 · Balance 32,549 F4: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F6: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $76.28 to $77.23 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. |
| Common StockSEC Table I · non-derivative | Direct | 32,447 |
Reported balance
After 2026-02-24 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2026-02-24 · Tax withholding · Disposed 102 · Balance 32,447 F4: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F7: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $77.32 to $77.59 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. |
| Common StockSEC Table I · non-derivative | Direct | 31,972 |
Reported balance
After 2026-02-27 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2026-02-27 · Tax withholding · Disposed 475 · Balance 31,972 F4: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F8: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $77.07 to $77.90 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. |
| Common StockSEC Table I · non-derivative | Direct | 31,931 |
Reported balance
After 2026-03-02 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2026-03-02 · Tax withholding · Disposed 41 · Balance 31,931 F4: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F9: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $75.50 to $76.22 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. |
| Common StockSEC Table I · non-derivative | Direct | 31,503 |
Reported balance
After 2026-03-02 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2026-03-02 · Tax withholding · Disposed 428 · Balance 31,503 F4: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F10: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $76.53 to $77.17 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the difference between performance shares, with a three year performance period, that were granted on February 22, 2023 and actual shares earned at the end of the performance period on December 31, 2025. Final shares were approved by the Compensation Committee on February 25, 2026.
F2: Represents restricted stock awards effective February 25, 2026, with respect to which sale or transfer rights shall vest over three years with installments of 30% on February 25, 2027, 30% on February 25, 2028, and the remaining 40% on February 25, 2029, provided the grantee meets certain employment conditions.
F3: Represents restricted stock awards granted effective February 25, 2026 with respect to which sale or transfer rights will vest over a three-year performance period commencing on January 1, 2026 and ending on December 31, 2028. Vesting of these shares is dependent upon the attainment of pre-established performance objectives, and any difference between shares granted and shares earned at the end of the performance period will be reported at the conclusion of the performance period in 2029.
F4: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3.
F5: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025.
F6: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $76.28 to $77.23 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request.
F7: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $77.32 to $77.59 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request.
F8: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $77.07 to $77.90 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request.
F9: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $75.50 to $76.22 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request.
F10: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $76.53 to $77.17 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request.
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 02, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 428 | $76.89 | $32,908.92 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 8 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,503 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F10 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $76.53 to $77.17 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 41 | $76.18 | $3,123.38 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 7 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,931 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F9 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $75.50 to $76.22 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 475 | $77.42 | $36,774.50 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 6 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,972 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F8 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $77.07 to $77.90 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 25, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 3 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,026 F3 · shares: Represents restricted stock awards granted effective February 25, 2026 with respect to which sale or transfer rights will vest over a three-year performance period commencing on January 1, 2026 and ending on December 31, 2028. Vesting of these shares is dependent upon the attainment of pre-established performance objectives, and any difference between shares granted and shares earned at the end of the performance period will be reported at the conclusion of the performance period in 2029. Read SEC document |
| February 25, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 2 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,053 F2 · shares: Represents restricted stock awards effective February 25, 2026, with respect to which sale or transfer rights shall vest over three years with installments of 30% on February 25, 2027, 30% on February 25, 2028, and the remaining 40% on February 25, 2029, provided the grantee meets certain employment conditions. Read SEC document |
| February 25, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | OtherCommon Stock | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,472 F1 · shares: Represents the difference between performance shares, with a three year performance period, that were granted on February 22, 2023 and actual shares earned at the end of the performance period on December 31, 2025. Final shares were approved by the Compensation Committee on February 25, 2026. Read SEC document |
| February 24, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 102 | $77.43 | $7,897.86 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 5 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,447 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F7 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $77.32 to $77.59 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2026 Filed Mar 3, 2026 22:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 477 | $76.94 | $36,700.38 |
DisclosureSEC source: 0001616287-26-000001 · form4-03032026_100351.xml · nonDerivative · entry 4 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,549 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 25, 2025. F6 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $76.28 to $77.23 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 219 | $76.40 | $16,731.60 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 10 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,892 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. F10 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $75.95 to $76.66 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 250 | $75.40 | $18,850.00 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 9 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,111 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. F9 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $75.26 to $75.64 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 491 | $75.94 | $37,286.54 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 8 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,361 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. F8 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $75.43 to $76.30 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 100 | $75.21 | $7,521.00 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 7 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,852 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. Read SEC document |
| February 25, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 875 | $79.41 | $69,483.75 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 6 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,952 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. F7 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $79.15 to $80.00 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 25, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 114 | $78.51 | $8,950.14 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 5 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,827 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. F6 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $78.32 to $78.73 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 25, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 2 | $77.48 | $154.96 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 4 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,941 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F5 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024. Read SEC document |
| February 25, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 3 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,943 F3 · shares: Represents restricted stock awards granted effective February 25, 2025 with respect to which sale or transfer rights will vest over a three-year performance period commencing on January 1, 2025 and ending on December 31, 2027. Vesting of these shares is dependent upon the attainment of pre-established performance objectives, and any difference between shares granted and shares earned at the end of the performance period will be reported at the conclusion of the performance period in 2028. Read SEC document |
| February 25, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 2 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,295 F2 · shares: Represents restricted stock awards effective February 25, 2025, with respect to which sale or transfer rights shall vest over three years with installments of 30% on February 25, 2026, 30% on February 25, 2027, and the remaining 40% on February 25, 2028, provided the grantee meets certain employment conditions. Read SEC document |
| February 25, 2025 Filed Mar 4, 2025 18:32 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | OtherCommon Stock | 1,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006430 · form4-03042025_060344.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,036 F1 · shares: Represents the difference between performance shares, with a three year performance period, that were granted on February 23, 2022 and actual shares earned at the end of the performance period on December 31, 2024. Final shares were approved by the Compensation Committee on February 25, 2025. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 11:36 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 900 | $79.35 | $71,415.00 |
DisclosureSEC source: 0001415889-24-007148 · form4-03072024_110303.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,465 F1 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $79.00 to $79.77 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 01:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 709 | $80.44 | $57,031.96 |
DisclosureSEC source: 0001415889-24-006442 · form4-03052024_010355.xml · nonDerivative · entry 5 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,365 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 01:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 1,006 | $80.37 | $80,852.22 |
DisclosureSEC source: 0001415889-24-006442 · form4-03052024_010355.xml · nonDerivative · entry 4 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,074 F4 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| February 27, 2024 Filed Mar 5, 2024 01:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006442 · form4-03052024_010355.xml · nonDerivative · entry 3 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,080 F3 · shares: Represents restricted stock awards granted effective February 27, 2024 with respect to which sale or transfer rights will vest over a three-year performance period commencing on January 1, 2024 and ending on December 31, 2026. Vesting of these shares is dependent upon the attainment of pre-established performance objectives, and any difference between shares granted and shares earned at the end of the performance period will be reported at the conclusion of the performance period in 2027. Read SEC document |
| February 27, 2024 Filed Mar 5, 2024 01:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006442 · form4-03052024_010355.xml · nonDerivative · entry 2 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,486 F2 · shares: Represents restricted stock awards effective February 27, 2024, with respect to which sale or transfer rights shall vest over three years with installments of 30% on February 27, 2025, 30% on February 27, 2026, and the remaining 40% on February 27, 2027, provided the grantee meets certain employment conditions. Read SEC document |
| February 27, 2024 Filed Mar 5, 2024 01:42 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | OtherCommon Stock | 1,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006442 · form4-03052024_010355.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,252 F1 · shares: Represents the difference between performance shares, with a three year performance period, that were granted on February 24, 2021 and actual shares earned at the end of the performance period on December 31, 2023. Final shares were approved by the Compensation Committee on February 27, 2024. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:23 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GiftCommon Stock | 131 | $76.56 | $10,029.36 |
DisclosureSEC source: 0001415889-23-015238 · form4-11172023_061119.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,658 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 19:22 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 199 | $80.00 | $15,920.00 |
DisclosureSEC source: 0001415889-23-003739 · form4-03022023_070340.xml · nonDerivative · entry 4 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,789 F1 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 19:22 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 358 | $80.00 | $28,640.00 |
DisclosureSEC source: 0001415889-23-003739 · form4-03022023_070340.xml · nonDerivative · entry 3 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,988 F1 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F2 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 19:22 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 170 | $81.30 | $13,821.00 |
DisclosureSEC source: 0001415889-23-003739 · form4-03022023_070340.xml · nonDerivative · entry 2 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,346 F1 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 19:22 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 307 | $81.30 | $24,959.10 |
DisclosureSEC source: 0001415889-23-003739 · form4-03022023_070340.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,516 F1 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F2 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 550 | $81.56 | $44,858.00 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 9 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,823 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F8 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $81.18 to $82.13 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 991 | $81.56 | $80,825.96 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 8 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,373 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F8 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $81.18 to $82.13 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 271 | $80.86 | $21,913.06 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 7 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,364 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F7 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $80.17 to $81.16 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 489 | $80.86 | $39,540.54 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 6 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,635 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F7 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $80.17 to $81.16 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 57 | $79.44 | $4,528.08 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 5 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,124 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F6 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $79.09 to $79.74 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 102 | $79.44 | $8,102.88 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 4 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,181 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 29, 2022. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F6 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $79.09 to $79.74 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 22, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 3 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,283 F3 · shares: Represents restricted stock awards granted effective February 22, 2023 with respect to which sale or transfer rights will vest over a three-year performance period commencing on January 1, 2023 and ending on December 31, 2025. Vesting of these shares is dependent upon the attainment of pre-established performance objectives, and any difference between shares granted and shares earned at the end of the performance period will be reported at the conclusion of the performance period in 2026. Read SEC document |
| February 22, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GrantCommon Stock | 2,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 2 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,863 F2 · shares: Represents restricted stock awards effective February 22, 2023, with respect to which sale or transfer rights shall vest over three years with installments of 30% on February 22, 2024, 30% on February 22, 2025, and the remaining 40% on February 22, 2026, provided the grantee meets certain employment conditions. Read SEC document |
| February 22, 2023 Filed Feb 28, 2023 01:20 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | OtherCommon Stock | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003416 · form4-02282023_010206.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,795 F1 · shares: Represents the difference between performance shares, with a three year performance period, that were granted on February 26, 2020 and actual shares earned at the end of the performance period on December 31, 2022. Final shares were approved by the Compensation Committee on February 22, 2023. Read SEC document |
| November 08, 2022 Filed Nov 9, 2022 11:07 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | GiftCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011205 · form4-11092022_111131.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,279 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 17:53 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 331 | $82.98 | $27,466.38 |
DisclosureSEC source: 0001179110-22-001866 · edgar.xml · nonDerivative · entry 2 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,399 F1 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 17:53 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 597 | $82.98 | $49,539.06 |
DisclosureSEC source: 0001179110-22-001866 · edgar.xml · nonDerivative · entry 1 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,730 F1 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F2 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 170 | $83.37 | $14,172.90 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 13 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,327 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 307 | $83.37 | $25,594.59 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 12 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,497 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 36 | $83.71 | $3,013.56 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 11 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,804 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 64 | $83.71 | $5,357.44 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 10 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,840 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 151 | $83.10 | $12,548.10 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 9 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,904 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F8 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $82.70 to $83.60 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 272 | $83.10 | $22,603.20 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 8 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,055 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F8 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $82.70 to $83.60 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 143 | $81.75 | $11,690.25 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 7 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,327 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F7 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $81.48 to $82.08 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | Tax withholdingCommon Stock | 257 | $81.75 | $21,009.75 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 6 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,470 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F5 · shares: Represents securities delivered in payment of a tax liability with respect to vesting of securities issued in accordance with Rule 16b-3. F7 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $81.48 to $82.08 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:00 UTC | SAFETY INSURANCE GROUP INC SAFT · Entity 4681 | SaleCommon Stock | 339 | $80.90 | $27,425.10 |
DisclosureSEC source: 0001179110-22-001674 · edgar.xml · nonDerivative · entry 5 Varga Stephen Albert · CIK 0001616287 · VP - MIS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,727 F4 · shares: Securities sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F6 · price: Represents the weighted average sale price of multiple open market same day sales with prices ranging from $80.47 to $81.39 per share. Full information regarding the number of shares sold at each separate price will be provided to the Securities and Exchange Commission or a security holder of the issuer upon request. 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.