UTG Inc VP reports zero share ownership

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.

Accepted by SEC EDGAR 01/15/2026 - 09:59 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Abel Julie Ann

Role Vice President

Type	Security	Shares	Price	Value
Holding	Common Stock	--	--	--

Holdings: Common Stock — 0 shares (Direct)

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the UTGN Form 5 filed by Julie Ann Abel report?

The Form 5 for UTG Inc (UTGN) reports that vice president Julie Ann Abel had 0 shares of common stock beneficially owned at the end of the fiscal year on 12/31/2025.

Who is the reporting person on the UTGN Form 5?

The reporting person is Julie Ann Abel, an officer of UTG Inc with the title Vice President, filing for her beneficial ownership in UTG common stock.

How many UTGN shares does Julie Ann Abel report owning at year-end?

The filing shows that 0 shares of UTG Inc common stock were beneficially owned by Julie Ann Abel at the end of the issuer’s fiscal year ended 12/31/2025.

Are any stock transactions reported on this UTGN Form 5?

No acquisitions or dispositions of UTG Inc common stock or derivative securities are listed in the Form 5 tables; only a year-end beneficial ownership balance of 0 shares is shown.

Is the UTGN Form 5 filed by one or multiple reporting persons?

The document indicates that the Form 5 is filed by one reporting person, covering only the holdings of vice president Julie Ann Abel.

What type of ownership does Julie Ann Abel report for UTGN shares?

The Form 5 shows direct (D) ownership status for the reported beneficial holdings, which total 0 shares of UTG Inc common stock at year-end.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 5

FORM 5

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

ANNUAL 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:			3235-0362
Estimated average burden
hours per response:			1.0

X

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

Form 3 Holdings Reported.

Form 4 Transactions Reported.

1. Name and Address of Reporting Person^*

Abel Julie Ann

(Last) (First) (Middle)

205 N DEPOT ST

(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. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
12/31/2025

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 at end of Issuer's Fiscal Year (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
				Amount	(A) or (D)	Price
Common Stock							0	D

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)
					(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/Theodore C. Miller, Attorney in Fact	01/15/2026
	** 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.