Correll Jesse T. - 18 May 2026 Form 4 Insider Report for UTG INC (UTGN)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
20 May 2026, 15:25:42 UTC
Prior SEC filing
09 Mar 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jill Martin, Attorney-in-Fact

Key filing fact

Correll Jesse T. filed Form 4 for UTG INC (UTGN) on 20 May 2026.

Key facts

  • This page summarizes Correll Jesse T.'s Form 4 filing for UTG INC (UTGN).
  • 1 reported transaction and 1 derivative row are listed below.
  • Accepted by SEC: 20 May 2026, 15:25.

Change

  • Previous filing in this sequence was filed on 09 Mar 2026.
  • Current net transaction value: +$266,556.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001064892 Primary reporting owner

CORRELL JESSE T

Relationship
Chairman & CEO, Director, 10%+ Owner
Address
PO BOX 328, STANFORD
Signature
/s/ Jill Martin, Attorney-in-Fact
Signature date
20 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UTGN transaction

Common Stock

Purchase

Transaction value
$266,556
Shares
+4,850
Change %
+1%
Price
$54.96
Shares after
491,807
Date
18 May 2026
Ownership
By First Southern Funding, LLC
Footnotes
F1
UTGN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
81,562
Date
18 May 2026
Ownership
Direct
UTGN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
72,750
Date
18 May 2026
Ownership
By WCorrell, Limited Partnership
Footnotes
F2
UTGN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
204,909
Date
18 May 2026
Ownership
By First Southern Bancorp, Inc.
Footnotes
F3
UTGN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,201,876
Date
18 May 2026
Ownership
By First Southern Holdings, LLC.
Footnotes
F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

UTGN holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
15,000
Date
18 May 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
15,000
Exercise price
$48.40
Footnotes
F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F4

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.

Footnote F5

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.

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