| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | utgn | Common Stock | Award | $0 | +7.81K | +10.59% | $0.00 | 81.6K | Feb 12, 2024 | Direct | |
| transaction | utgn | Common Stock | Gift | $0 | -931 | -0.45% | $0.00 | 205K | May 18, 2023 | By First Southern Bancorp, Inc. | F3, F4 |
| transaction | utgn | Common Stock | Gift | $0 | -451 | -0.22% | $0.00 | 205K | Feb 13, 2024 | By First Southern Bancorp, Inc. | F3, F5 |
| holding | utgn | Common Stock | 400K | Feb 12, 2024 | By First Southern Funding, LLC | F1 | |||||
| holding | utgn | Common Stock | 72.8K | Feb 12, 2024 | By WCorrell, Limited Partnership | F2 | |||||
| holding | utgn | Common Stock | 1.2M | Feb 12, 2024 | By First Southern Holdings, LLC. | F6 |
| 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 | 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. |
| F3 | 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. |
| F4 | This transaction is being reported to reflect a gift of First Southern Bancorp, Inc. shares by the reporting person. On May 18, 2023 the reporting person gifted 12,920 shares (0.45% of those outstanding) of First Southern Bancorp, Inc. The shares of UTG, Inc. reported as gifted represent 0.45% of the UTG shares owned by First Southern Bancorp, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| F5 | This transaction is being reported to reflect a gift of First Southern Bancorp, Inc. shares by the reporting person. On February 13, 2024 the reporting person gifted 6,123 shares (0.22% of those outstanding) of First Southern Bancorp, Inc. The shares of UTG, Inc. reported as gifted represent 0.22% of the UTG shares owned by First Southern Bancorp, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| F6 | The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (3). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |