Roberts Daniel T. - 04 Sep 2025 Form 4 Insider Report for UTG INC (UTGN)

Reporting relationship: Vice President
Issuer ticker: UTGN
Reported as of: 04 Sep 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 05 Sep 2025, 14:30:18 UTC
Prior SEC filing: 13 Feb 2024
Next SEC filing: 06 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/Theodore C. Miller, Attorney in Fact

Key filing fact

Roberts Daniel T. filed Form 4 for UTG INC (UTGN) on 05 Sep 2025.

Key facts

This page summarizes Roberts Daniel T.'s Form 4 filing for UTG INC (UTGN).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 05 Sep 2025, 14:30.

Change

Previous filing in this sequence was filed on 13 Feb 2024.
Current net transaction value: $0.

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 0001980789 Primary reporting owner

Roberts Daniel T

Relationship: Vice President
Address: 205 NORTH DEPOT STREET, STANFORD
Signature: /s/Theodore C. Miller, Attorney in Fact
Signature date: 05 Sep 2025

Reported non-derivative transactions

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

UTGN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,396
Date: 04 Sep 2025
Ownership: Direct

UTGN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 460
Date: 04 Sep 2025
Ownership: Raymond James IRA

Reported derivative securities

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

UTGN transaction Derivative

Stock Options

Award

Transaction value: $0
Shares: +15,000
Change %
Price: $0.000000
Shares after: 15,000
Date: 04 Sep 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 15,000
Exercise price: $44.00
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

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 five equal installments on each of the first five anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date.