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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on UTG's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into UTG's regulatory disclosures and financial reporting.
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.
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.