Every Form 4 that UTG INC (UTGN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow UTGN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UTGN filings page.
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 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. 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 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.
A director of UTG Inc. reported buying additional shares of the company’s common stock. On 12/22/2025, an entity associated with the director, Brickhaven II LLC, acquired 397 shares of UTG Inc. common stock at a price of $59.8 per share. Following this transaction, the filing shows that Brickhaven II LLC held a total of 64,411 shares of UTG Inc. common stock, reported as indirect beneficial ownership by the director.
UTG Inc director reported a small insider purchase of company stock. On 12/22/2025, the director acquired 397 shares of UTG Inc common stock at a price of $59.8 per share.
After this transaction, the director directly owns 1,020 shares. This filing simply records the change in the director’s personal ownership stake in the company.
UTG Inc
UTG Inc director reports a small stock purchase. A company director filed a report showing the acquisition of 209 shares of UTG Inc common stock on 12/22/2025 at a price of $59.8 per share. Following this transaction, the director holds 209 shares with direct ownership.
UTG Inc (UTGN) reported an insider stock sale by one of its directors. On 11/18/2025, the reporting person sold 1,181 shares of UTG Inc common stock at a price of $55 per share, as shown in Table I of the filing. After this transaction, the director beneficially owns 3,352 shares of UTG Inc common stock, held directly. This Form 4 gives investors transparency into recent trading activity by a board member but does not, by itself, describe the director's reasons for selling.