{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-24-009465","form_type":"8-K","ticker":"UFCS","cik":"0000101199","company_name":"UNITED FIRE GROUP INC","filed_at":"2024-02-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.086416+00:00","generated_at":"2026-06-06T10:30:12.050105+00:00","sec_items":["1.01","5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"UFCS Chief Investment & Strategy Officer to depart; investment management outsourced to NEAM","bullets":["Robert Cataldo to depart as VP and Chief Investment & Strategy Officer by May 24, 2024; separation terms under negotiation.","Entered into investment management agreement with New England Asset Management, effective Feb 1, 2024, for portfolio management.","NEAM will manage a portion of UFCS assets; fees based on AUM plus expense reimbursement.","Agreement terminable on 30 days' notice; includes customary representations and warranties."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-24-009465","json":"https://secwatch.observer/filing/0001104659-24-009465.json","markdown":"https://secwatch.observer/filing/0001104659-24-009465.md","text":"https://secwatch.observer/filing/0001104659-24-009465.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/0001104659-24-009465-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/tm244699d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T10:30:12.050105+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"dbac7e080a","claim":"Robert Cataldo departed as Vice President and Chief Investment and Strategy Officer at UNITED FIRE GROUP INC.","evidence_excerpt":"On January 31, 2024, the Company and Robert Cataldo mutually agreed to the separation of Mr. Cataldo’s employment as Vice President and Chief Investment and Strategy Officer of the Company, effective no later than May 24, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/0001104659-24-009465-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"separated"},{"label":"Role","value":"Vice President and Chief Investment and Strategy Officer"}],"fact_type":"executive_change"},{"claim_id":"4684dc83ea173ea685d8bd71e377228127c61049","claim":"UNITED FIRE GROUP INC entered into Investment Management Agreement with New England Asset Management (\"NEAM\") (effective 2024-01-31).","evidence_excerpt":"On January 31, 2024, United Fire Group, Inc. (the “Company”) entered into an investment management agreement (the “Investment Management Agreement”) with New England Asset Management (“NEAM”), effective as of February 1, 2024","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/0001104659-24-009465-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"New England Asset Management (\"NEAM\")"},{"label":"Effective","value":"2024-01-31"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}