| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| McIntyre Dee Ann | 10%+ Owner | 2007 FIRST AVENUE SE, CEDAR RAPIDS | Dee Ann McIntyre by Mark Van Heukelom, Attorney-in-Fact | 30 May 2024 | 0001474590 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UFCS | UFCS Common Stock | Gift | -450K | -100% | 0 | 29 May 2024 | By Dee Ann McIntyre Irrevocable Trus | F1, F2 | ||
| holding | UFCS | UFCS Common Stock | 442K | 29 May 2025 | By McIntyre Foundation | F3 | |||||
| holding | UFCS | UFCS Common Stock | 50.8K | 29 May 2025 | By J. Scott McIntyre Marital Election Trust | ||||||
| holding | UFCS | UFCS Common Stock | 2.43M | 29 May 2025 | By Dee Ann McIntyre Marital Election Trust | ||||||
| holding | UFCS | UFCS Common Stock | 57.6K | 29 May 2025 | Direct | F4 |
| Id | Content |
|---|---|
| F1 | Bona fide gift. Distribution from trust made pursuant to court approved modification of trust terms and exercise of general power of appointment. See Linn County District Court case no. TRPR047845. |
| F2 | The Reporting Person was a lifetime beneficiary of the Dee Ann McIntyre Irrevocable Trust. |
| F3 | The McIntyre Foundation is a private foundation for which the Reporting Person serves as one of three directors. |
| F4 | The number of securities directly owned by the Reporting Person includes: 168 certificated shares, 16,500 shares in an individual retirement account, and 40,966 shares held in a revocable trust for the Reported Person's benefit (of which 10,966 shares a re held in one revocable trust account, and 30,000 shares are held in another revocable trust account). |