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UTG INC (UTGN) reported that large shareholder First Southern Funding LLC purchased 1,000 shares of common stock on August 27, 2026 at $59.75 per share. Following this open-market purchase, it directly holds 497,615 UTG shares and is also reported as having indirect ownership of 1,201,876 shares through First Southern Holdings, LLC, for which beneficial ownership is disclaimed except for its pecuniary interest.
UTG INC (UTGN) reported that Chairman, CEO and ten percent owner Jesse T. Correll, through First Southern Funding, LLC, purchased 1,000 shares of common stock on 2026-08-27 at $59.75 per share, bringing that entity’s indirect holdings to 497,615 shares. He also reports 81,562 directly held common shares, additional indirect holdings through WCorrell, Limited Partnership, First Southern Bancorp, Inc., and First Southern Holdings, LLC, and stock options on 15,000 shares of common stock at an exercise price of $48.40 expiring on 2030-09-04. In each case he disclaims beneficial ownership beyond his pecuniary interest.
UTG INC (UTGN) reported that major shareholder First Southern Funding LLC purchased 4,808 shares of common stock on August 18, 2026 at $59.00 per share. Following this open-market purchase, First Southern Funding LLC directly holds 496,615 shares, and is also reported to have 1,201,876 shares held indirectly through First Southern Holdings, LLC, for which it disclaims beneficial ownership except to the extent of its pecuniary interest.
UTG INC (UTGN) insider Jesse T. Correll, Chairman, CEO and ten percent owner, reported an indirect open-market purchase of 4,808 shares of Common Stock at $59.00 per share on August 18, 2026, through First Southern Funding, LLC, with 496,615 shares held by that entity afterward. Correll also reports 81,562 shares of Common Stock held directly and additional indirect holdings through several affiliated entities, and maintains stock options for 15,000 shares at an exercise price of $48.40 per share expiring September 4, 2030. Footnotes state he disclaims beneficial ownership of the indirect holdings except to the extent of his pecuniary interest.
UTG, Inc., a Delaware-based life insurer and investment company, reported sharply higher profitability for the six months ended June 30, 2026. Net income attributable to common shareholders rose to $29.8 million from $11.3 million a year earlier, with basic EPS increasing to $9.48 from $3.60.
Total revenue grew to $50.4 million from $25.3 million, driven largely by $39.9 million of net investment gains, including a $30.5 million increase in the fair value of equity securities. Core insurance premiums and policy fees were relatively stable, while benefits and other expenses increased more modestly.
Total investments reached $450.5 million and total assets $523.9 million. Cash and cash equivalents increased to $42.6 million, though operating activities used $5.5 million of cash as gains were largely non-cash. The company has no borrowings on its $25 million credit line and repurchased 7,377 shares for $410,282. About 37% of invested assets are tied to the oil and gas industry, and one shareholder group controlled by the CEO owns or controls roughly 70% of outstanding stock.
UTG, Inc. held its Annual Meeting of Shareholders on June 30, 2026. Shareholders voted on the election of seven directors: Jesse T. Correll, Preston H. Correll, John M. Cortines, Thomas F. Darden, II, Gabriel J. Molnar, Peter L. Ochs, and Charles W. Perry.
Each nominee received 2,266,631 votes "for" and 282 votes "withheld," with 173,642 broker non-votes recorded for each director. The filing is signed on behalf of the company by Senior Vice President and Chief Financial Officer Theodore C. Miller.
UTG Inc board member and Chairman & CEO Jesse T. Correll reported updated holdings, including an indirect open-market purchase of 4,850 shares of common stock at $54.96 per share on May 18, 2026 by First Southern Funding, LLC.
Following this transaction, First Southern Funding, LLC holds 491,807 UTG Inc common shares indirectly linked to Correll, who is its President and Manager and disclaims beneficial ownership beyond his pecuniary interest. Other reported indirect holdings include shares held through First Southern Holdings, LLC, First Southern Bancorp, Inc., and WCorrell, Limited Partnership, plus 81,562 shares held directly.
The filing also shows 15,000 stock options with an exercise price of $48.40 per share, granted on September 4, 2025 under the 2025 Stock Option Plan. These options vest in five equal annual installments and expire on September 4, 2030, indicating a continuing long-term equity incentive position.
First Southern Funding LLC, a ten percent owner of UTG Inc, reported an open-market purchase of 4,850 shares of UTG common stock at $54.96 per share. After this transaction, its direct holdings increased to 491,807 shares.
The filing also lists 1,201,876 shares of UTG common stock held indirectly through First Southern Holdings, LLC. First Southern Funding LLC is a member of that entity and disclaims beneficial ownership of those indirectly held shares except to the extent of its pecuniary interest.
UTG, Inc. calls its 2026 annual shareholder meeting for June 30, 2026, to elect seven directors and hold a non-binding advisory vote on executive compensation. Shareholders of record at the close of business on May 1, 2026 may vote, with one vote per common share.
Correll affiliates beneficially own about 69.3% of UTG’s 3,139,393 outstanding common shares and state they intend to vote in favor of all director nominees and the say-on-pay proposal. The proxy details board and committee structure, director independence, and a pay program emphasizing salary and cash bonuses.
In 2025, CEO Jesse T. Correll received total compensation of $588,331, and UTG reports 2025 net income of $17,166,898. Shareholders previously approved a stock option plan covering up to 300,000 shares, with 2025 grants to executives and key employees, vesting over five years.
UTG, Inc. reported sharply stronger results for the quarter ended March 31, 2026, driven by investment performance. Total revenue rose to $36.5 million from $21.9 million, mainly due to net investment gains of $31.8 million, including a $28.2 million increase in the fair value of equity securities.
Net income attributable to common shareholders increased to $23.4 million, with basic earnings per share of $7.46, up from $4.10 a year earlier. Total assets were $521.4 million and total shareholders’ equity was $256.6 million as of March 31, 2026, reflecting accumulated profits and market gains.
Despite high reported earnings, operating activities used $2.6 million of cash, while investing activities provided $19.8 million, lifting cash and cash equivalents to $46.8 million. The company continued its buyback program, repurchasing 3,521 shares for $195,773, and maintains significant exposure to oil and gas–related investments within its portfolio.