Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | VP, Field Operations | March 20, 2024 | March 21, 2024 |
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, 2024 · Filed March 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,665 |
Reported balance
After 2024-03-20 transaction · row 1
1 source rowRow 1 · 2024-03-20 · Grant · Acquired 4,001 · Balance 8,665 F1: RSU Grant for 2024 LTIP vesting in three (3) equal annual installments, on the anniversary date on which the RSUs are granted. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU Grant for 2024 LTIP vesting in three (3) equal annual installments, on the anniversary date on which the RSUs are granted.
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, 2024 Filed Mar 21, 2024 21:39 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 4,001 | $21.99 | $87,981.99 |
DisclosureSEC source: 0001562180-24-002920 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,665 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 |
| February 23, 2024 Filed Feb 26, 2024 20:24 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 163 | $24.09 | $3,926.67 |
DisclosureSEC source: 0001562180-24-001717 · primarydocument.xml · nonDerivative · entry 2 Bahl Jeremy · CIK 0001912962 · VP, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,664 F1 · kind: Represents payment of tax liability by withholding shares incident to the vesting of performance stock units ("PSU"). Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 20:24 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001717 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,827 Read SEC document |
| February 19, 2024 Filed Feb 20, 2024 20:48 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 226 | $24.32 | $5,496.32 |
DisclosureSEC source: 0001562180-24-001409 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,368 F1 · kind: 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 21:48 UTC Amendment | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002156 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP & Chief UW Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,594 F1 · price: Amending Form 4 reporting 427 PSU award vesting solely to correct Table I, Section 4 Securities Acquired Price is $0.00 Read SEC document |
| February 24, 2023 Filed Mar 2, 2023 21:32 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantStock Options (Right to buy) · Derivative | 3,813 | $0.00 Strike: $28.39 | $0.00 |
DisclosureSEC source: 0001562180-23-002153 · primarydocument.xml · derivative · entry 2 Bahl Jeremy · CIK 0001912962 · VP & Chief UW Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,813 Underlying: Common Stock · 3,813 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 21:32 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 1,497 | $28.39 | $42,499.83 |
DisclosureSEC source: 0001562180-23-002153 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP & Chief UW Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,091 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 |
| February 24, 2023 Filed Mar 2, 2023 18:59 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 153 | $28.39 | $4,343.67 |
DisclosureSEC source: 0001562180-23-002125 · primarydocument.xml · nonDerivative · entry 2 Bahl Jeremy · CIK 0001912962 · VP & Chief UW Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,594 F2 · kind: Represents payment of tax liability by withholding shares incident to the vesting of performance stock units ("PSU"). Read SEC document |
| February 24, 2023 Filed Mar 2, 2023 18:59 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GrantCommon Stock | 427 | $28.39 | $12,122.53 |
DisclosureSEC source: 0001562180-23-002125 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP & Chief UW Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,747 F1 · shares: PSU award vesting Read SEC document |
| February 21, 2023 Filed Feb 24, 2023 02:10 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | Tax withholdingCommon Stock | 149 | $28.34 | $4,222.66 |
DisclosureSEC source: 0001562180-23-001813 · primarydocument.xml · nonDerivative · entry 1 Bahl Jeremy · CIK 0001912962 · VP & Chief UW Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,320 F1 · shares: Represents payment of tax liability by withholding shares incident to the vesting of restricted stock units ("RSU"). 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.