STOCK TITAN

UTGN Section 16 Form 3 shows zero beneficial ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

UTG Inc. (UTGN) reported a Form 3 initial statement for a board member, indicating no securities are beneficially owned as of the event date 10/24/2025. The filing notes the individual’s relationship as Director and confirms it was filed by one reporting person. The document was signed by Theodore C. Miller, Attorney in Fact on 10/30/2025.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Perry Charles Wesley

(Last) (First) (Middle)
205 N DEPOT STREET

(Street)
STANFORD KY 40484

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
10/24/2025
3. Issuer Name and Ticker or Trading Symbol
UTG INC [ UTGN ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
No securities are beneficially owned.
/s/Theodore C. Miller, Attorney in Fact 10/30/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did UTGN disclose in this Form 3?

The filing states that the reporting person is a Director and that no securities are beneficially owned.

What is the relationship of the reporting person to UTG Inc. (UTGN)?

The reporting person is a Director.

How many UTGN securities are beneficially owned per this Form 3?

The filing states: No securities are beneficially owned.

What is the event date referenced in the UTGN Form 3?

The event date is 10/24/2025.

Was this UTGN Form 3 filed by one or multiple reporting persons?

It was filed by one reporting person.

Who signed the UTGN Form 3 and when?

It was signed by Theodore C. Miller, Attorney in Fact on 10/30/2025.