CORRELL JESSE T. - 06 Mar 2026 Form 4 Insider Report for UTG INC (UTGN)

Role: Chairman & CEO, Director, 10%+ Owner
Signature: /s/ Jill Martin, Attorney-in-Fact
Issuer symbol: UTGN
Transactions as of: 06 Mar 2026
Net transactions value: $0
Form type: 4
Filing time: 09 Mar 2026, 10:21:03 UTC
Previous filing: 05 Sep 2025
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
CORRELL JESSE T	Chairman & CEO, Director, 10%+ Owner	PO BOX 328, STANFORD	/s/ Jill Martin, Attorney-in-Fact	09 Mar 2026	0001064892

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	UTGN	Common Stock	Purchase		+5,162	+1.1%	$0.000000^*	486,957	06 Mar 2026	By First Southern Funding, LLC	F1, F2
holding	UTGN	Common Stock						81,562	06 Mar 2026	Direct
holding	UTGN	Common Stock						72,750	06 Mar 2026	By WCorrell, Limited Partnership	F3
holding	UTGN	Common Stock						204,909	06 Mar 2026	By First Southern Bancorp, Inc.	F4
holding	UTGN	Common Stock						1,201,876	06 Mar 2026	By First Southern Holdings, LLC.	F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
holding	UTGN	Stock Options						15,000	06 Mar 2026	Common Stock	15,000	$48.40	Direct	F6

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	The reporting person is President and Manager of First Southern Funding, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F2	This transaction is being reported to reflect the redemption by First Southern Funding, LLC of membership interests from one member. On March 6, 2026, First Southern Funding, LLC redeemed a member owning 9.4 units (1.21% interest). This redemption increased the membership interest of the reporting person (and his spouse) by 1.06%. The shares of UTG, Inc. reported as acquired represent 1.06% of the UTG shares owned by First Southern Funding, LLC. No separate price was stated for those shares. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F3	The reporting person is the managing general partner of WCorrell, Limited Partnership. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F4	The reporting person is Chairman and President of First Southern Bancorp, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5	The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (4). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F6	These options were granted on September 4, 2025, pursuant to the terms of a stock option agreement under the 2025 Stock Option Plan. The options vest in 5 equal installments on each of the first five anniversaries of the date of grant, subject to the reporting person's continuing service through each such date.