Welcome to our dedicated page for UTG SEC filings (Ticker: UTGN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
universal guaranty life insurance company is a 100% subsidiary of utg. universal guaranty is a reliable and secure life insurance company established to help ease the financial burdens faced during life’s most stressful times. we continually remind ourselves that the funds we manage belong to our clients and recognize each one as a person, not just a policy number. universal guaranty is committed to financial responsibility and ensuring the proceeds of every policy are there when needed and due.UTG, Inc. is a Delaware-based life insurance holding company focused on servicing in-force individual life policies, investment income and acquiring blocks of business rather than selling new policies. For 2025, the company reported net income attributable to common shareholders of $17.1 million, down from $50.0 million in 2024, as total revenues fell to $42.3 million from $84.9 million. Results are heavily driven by volatile equity investments: net investment gains were $23.4 million in 2025 versus $63.3 million in 2024, largely from changes in the fair value of equity securities.
At December 31, 2025, UTG reported consolidated assets of $491 million, liabilities of $259 million and shareholders’ equity of $233 million. Investments totaled $431 million, with 62% in equity securities at fair value and significant exposure to oil and gas-related holdings. Premiums and policy fees net of reinsurance declined about 9% as the company writes very little new business and emphasizes persistency, which remained strong at roughly 96.5%. UTG repurchased 18,449 shares for $782,812 in 2025 under a long-running stock buyback program and had 3,140,988 common shares outstanding at January 31, 2026.
UTG Inc. insider activity shows an indirect purchase of 5,162 shares of common stock on March 6, 2026 by First Southern Funding, LLC, an entity associated with Chairman and CEO Jesse T. Correll. The Form 4 describes this as an open-market or private purchase.
Footnotes explain the transaction reflects a redemption of membership interests in First Southern Funding, LLC, which increased Correll’s and his spouse’s membership interest by 1.06%. The acquired UTG shares represent 1.06% of that LLC’s UTG holdings, and no separate price was stated for these shares.
UTG Inc vice president Daniel T. Roberts reported a new stock purchase. On February 4, 2026, he acquired 1,404 shares of UTG Inc common stock at $52.01 per share. Following this transaction, he directly holds 2,800 shares and indirectly holds 460 shares through a Raymond James IRA.
UTG Inc. reported that its Compensation Committee approved 2025 performance-based bonuses for four senior executives on February 4, 2026. Total bonuses are $940,000, including $350,000 for CEO and Chairman Jesse T. Correll, $300,000 for Vice President Douglas P. Ditto, $150,000 for Vice President Daniel T. Roberts, and $140,000 for CFO Theodore C. Miller. Roberts’ package includes a $73,022 stock bonus, with UTG stock valued at $52.01 per share on the approval date, and the bonus is stated as being paid in cash. The company also granted salary increases effective February 1, 2026, bringing annual salaries to $232,500 for Correll, $213,750 for Ditto, $110,000 for Roberts, and $125,000 for Miller. The company notes it has no written employment agreements or oral arrangements with its corporate officers.
UTG Inc vice president Julie Ann Abel filed an annual Form 5 reporting her beneficial ownership of the company’s common stock for the fiscal year ended 12/31/2025. The filing shows she held 0 shares of UTG Inc common stock at the end of the fiscal year, with the position reported as direct ownership. The form does not list any new acquisitions or dispositions of non-derivative or derivative securities during the period.
UTG Inc12/24/2025, described as 500 shares to each of his three children at a value of $59.80 per share. After this transaction, he beneficially owns 43,894 shares directly. The filing classifies the event under transaction code "G," indicating a bona fide gift rather than an open-market sale.
UTG INC director reports stock purchase in a Form 4 insider trading report. A company director acquired 334 shares of UTG INC common stock on 12/22/2025 at a price of $59.8 per share. Following this transaction, the director now beneficially owns 6,868 shares held directly.
UTG Inc. director reports share purchase. A company director acquired 397 shares of UTG Inc. common stock on 12/22/2025 at a price of $59.8 per share. Following this transaction, the director beneficially owns 4,464 shares held directly.
UTG Inc director reports small share purchase. A company director filed a Form 4 disclosing the acquisition of 334 shares of UTG Inc common stock on 12/22/2025 at a price of $59.8 per share. Following this transaction, the director directly owns 4,977 shares of the company.
UTG Inc. director reports a small stock purchase. A director of UTG Inc. (UTGN) filed a Form 4 showing the acquisition of 271 shares of common stock on 12/22/2025. The shares were acquired at a price of $ 59.8 per share. Following this transaction, the director beneficially owns 11,595 shares of UTG Inc. common stock, held directly.