Welcome to our dedicated page for UTG SEC filings (Ticker: UTGN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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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.
UTG, Inc. filed its Q3 2025 report, showing steady balance sheet growth with total assets $499.6M (up from $476.9M at year-end) and shareholders’ equity $232.9M (from $210.6M). The quarter’s net income was $10.27M versus $27.48M a year ago (as restated), driven largely by market movements in its investment portfolio. EPS for the quarter was $3.26 basic and $3.25 diluted.
Revenue composition reflected investment activity: change in fair value of equity securities $10.69M and net investment income $4.01M in Q3. For the first nine months, net income totaled $21.32M with EPS $6.74. Cash and equivalents were $49.45M, while operating cash flow was a use of $4.42M year to date and investing provided $9.23M. Accumulated other comprehensive loss improved to $(1.50)M.
The company reported 3,143,768 common shares outstanding as of October 31, 2025. During 2025, UTG spent $519,866 on share repurchases and granted options under its 2025 plan (96,250 granted; 300,000 reserved). An FHLB cash management advance facility was approved in October with pledged bonds of $21.74M collateral lendable value.
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.
UTG Inc. insider amendment and option grant: Andrew Jacob Joncarl, Vice President and director, was granted 3,750 stock options exercisable at $44 per share with an expiration on 09/04/2035. The options were granted on 09/04/2025 and vest in five equal annual installments over five years, subject to continued service. This filing amends a prior Form 4 that mistakenly reported 5,000 options; the corrected grant size is 3,750. After the transaction, Mr. Joncarl directly beneficially owns 3,750 underlying shares from these options.