UTG Inc VP Daniel Roberts acquires 1,404 shares

UTG Inc vice president Daniel T. Roberts reported a new stock purchase.

Accepted by SEC EDGAR 02/06/2026 - 04:59 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 1,404 shares

Grant/Award 1 txn

Insider Roberts Daniel T

Role Vice President

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	1,404	$52.01	$73K
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 2,800 shares (Direct); Common Stock — 460 shares (Indirect, Raymond James IRA)

FAQ

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What insider transaction did UTG Inc (UTGN) report for Daniel T. Roberts?

UTG Inc vice president Daniel T. Roberts reported acquiring 1,404 shares of common stock on February 4, 2026. The shares were purchased at $52.01 per share, increasing his directly held stake in the company to 2,800 shares.

At what price did UTG Inc vice president buy shares in this Form 4?

Daniel T. Roberts acquired UTG Inc common stock at $52.01 per share on February 4, 2026. This transaction covered 1,404 shares and was reported as an acquisition, increasing his directly owned holdings in the company.

How many UTG Inc shares does Daniel T. Roberts own after the reported transaction?

After the reported transaction, Daniel T. Roberts directly owns 2,800 shares of UTG Inc common stock. In addition, he indirectly owns 460 shares through a Raymond James IRA, as disclosed in the Form 4 insider filing.

What roles does Daniel T. Roberts hold at UTG Inc (UTGN)?

Daniel T. Roberts is reported as an officer of UTG Inc, serving as a Vice President. He is not listed as a director or 10% owner in this Form 4, but he does report beneficial ownership of company shares.

What is the difference between direct and indirect ownership in this UTG Inc Form 4?

In this filing, 2,800 shares are listed as directly owned by Daniel T. Roberts. Another 460 shares are reported as indirectly owned through a Raymond James IRA, meaning they are held in an account associated with him.

Does the UTG Inc Form 4 show any derivative securities for Daniel T. Roberts?

The Form 4 includes a section for derivative securities, but no derivative positions are listed for Daniel T. Roberts. All reported holdings relate to UTG Inc common stock, both directly and indirectly owned.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Roberts Daniel T

(Last) (First) (Middle)

205 NORTH DEPOT STREET

(Street)

STANFORD KY 40484

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
UTG INC [ UTGN ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Vice President

3. Date of Earliest Transaction (Month/Day/Year)
02/04/2026

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/04/2026		A		1,404	A	$52.01	2,800	D
Common Stock								460	I	Raymond James IRA

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/Theodore C. Miller, Attorney in Fact	02/06/2026
	** 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 4 (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.