Quick Takeaways
- UTGN - UTG INC has 21 insiders with reported activity on this page.
- Net insider value flow over the last year: +$6,904,558.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to buying over the last 12 months. Net value: +$6,904,558.
$6,969,514
Shares: 174,264
Insiders: 3
$64,955
Shares: 1,181
Insiders: 1
+$6,904,558
Shares: +173,083
Insiders: 2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 1,181 | $0 | $64,955 | -$64,955 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 174,264 | 0 | $6,969,514 | $0 | +$6,969,514 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Correll Jesse T. | Chairman & CEO, Director, 10%+ Owner | $118,625,604 | +$3,478,280 | +3% | Mixed | 06 Mar 2026 |
| FIRST SOUTHERN FUNDING LLC | 10%+ Owner | $63,947,692 | +$3,478,280 | +5.8% | Mixed | 06 May 2025 |
| Thomas F. Darden II | Director | $3,851,777 | Mixed | 22 Dec 2025 | ||
| Douglas Paul Ditto | Vice President | $2,624,861 | Mixed | 24 Dec 2025 | ||
| James Patrick Rousey | President, Director | $870,830 | Mixed | 04 Jan 2023 | ||
| Howard Lape Dayton Jr. | Director | $693,910 | Mixed | 31 Dec 2025 | ||
| Theodore Clayton Miller | Senior Vice President & CFO | $602,641 | Mixed | 04 Sep 2025 | ||
| Peter L. Ochs | Director | $410,706 | Mixed | 22 Dec 2025 | ||
| Casey Jonathan Willis | Vice President | $369,900 | Mixed | 04 Sep 2025 | ||
| Thomas Eugene Harmon | Director | $297,624 | Mixed | 22 Dec 2025 | ||
| Gabriel John Molnar | Director | $266,947 | Mixed | 22 Dec 2025 | ||
| Preston Howard Correll | Director | $228,017 | Mixed | 22 Dec 2025 | ||
| Roberts Daniel T. | Vice President | $173,136 | Mixed | 04 Feb 2026 | ||
| Donald Shay Pendygraft | Vice President | $94,176 | Mixed | 04 Sep 2025 | ||
| John Cortines | Director | $60,996 | -$64,955 | -52% | Mixed | 22 Dec 2025 |
| Michael Keith Borden | Vice President | $48,604 | Mixed | 04 Sep 2025 | ||
| April Chapman | Director | $48,399 | Mixed | 31 Dec 2024 | ||
| Charles Wesley Perry | Director | $12,498 | Mixed | 22 Dec 2025 | ||
| Bradley John Betack | Corporate Secretary | $7,398 | Mixed | 04 Sep 2025 | ||
| Julie Ann Abel | Vice President | $0 | +$12,954 | Mixed | 31 Dec 2025 | |
| Jacob Joncarl Andrew | Vice President | Mixed | 04 Sep 2025 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Correll Jesse T. |
3/4/5
|
Chairman & CEO, Director, 10%+ Owner |
—
mixed-class rows
|
2,063,054
mixed-class rows
|
$118,625,604 | +$3,478,280 | 06 Mar 2026 | |
| FIRST SOUTHERN FUNDING LLC |
3/4/5
13D/G
|
10%+ Owner · FIRST SOUTHERN BANCORP INC |
45%
from 13D/G
|
1,688,833
|
$63,947,692 | +$3,478,280 | 06 May 2025 | |
| Thomas F. Darden II |
3/4/5
|
Director |
2%
|
64,411
|
$3,851,777 | — | 22 Dec 2025 | |
| Douglas Paul Ditto |
3/4/5
|
Vice President |
—
mixed-class rows
|
58,894
mixed-class rows
|
$2,624,861 | — | 24 Dec 2025 | |
| James Patrick Rousey |
3/4/5
|
President, Director |
—
class O/S missing
|
29,018
|
$870,830 | — | 04 Jan 2023 | |
| Howard Lape Dayton Jr. |
3/4/5
|
Director |
0.38%
|
12,068
|
$693,910 | — | 31 Dec 2025 | |
| Theodore Clayton Miller |
3/4/5
|
Senior Vice President & CFO |
—
mixed-class rows
|
26,292
mixed-class rows
|
$602,641 | — | 04 Sep 2025 | |
| Peter L. Ochs |
3/4/5
|
Director |
0.22%
|
6,868
|
$410,706 | — | 22 Dec 2025 | |
| Casey Jonathan Willis |
3/4/5
|
Vice President |
—
mixed-class rows
|
25,000
mixed-class rows
|
$369,900 | — | 04 Sep 2025 | |
| Thomas Eugene Harmon |
3/4/5
|
Director |
0.16%
|
4,977
|
$297,624 | — | 22 Dec 2025 | |
| Gabriel John Molnar |
3/4/5
|
Director |
0.14%
|
4,464
|
$266,947 | — | 22 Dec 2025 | |
| Preston Howard Correll |
3/4/5
|
Director |
0.12%
|
3,813
|
$228,017 | — | 22 Dec 2025 | |
| Roberts Daniel T. |
3/4/5
|
Vice President |
—
mixed-class rows
|
18,260
mixed-class rows
|
$173,136 | — | 04 Feb 2026 | |
| Donald Shay Pendygraft |
3/4/5
|
Vice President |
—
mixed-class rows
|
10,046
mixed-class rows
|
$94,176 | — | 04 Sep 2025 | |
| John Cortines |
3/4/5
|
Director |
0.03%
|
1,020
|
$60,996 | -$64,955 | 22 Dec 2025 | |
| Michael Keith Borden |
3/4/5
|
Vice President |
—
mixed-class rows
|
5,064
mixed-class rows
|
$48,604 | — | 04 Sep 2025 | |
| April Chapman |
3/4/5
|
Director |
—
class O/S missing
|
1,723
|
$48,399 | — | 31 Dec 2024 | |
| Charles Wesley Perry |
3/4/5
|
Director |
0.01%
|
209
|
$12,498 | — | 22 Dec 2025 | |
| Bradley John Betack |
3/4/5
|
Corporate Secretary |
—
mixed-class rows
|
3,950
mixed-class rows
|
$7,398 | — | 04 Sep 2025 | |
| Jacob Joncarl Andrew |
3/4/5
|
Vice President |
—
class O/S missing
|
3,750
|
— | — | 04 Sep 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Correll Jesse T. | UTGN | Common Stock | Purchase | 1.07% | 5,162 | 486,957 | 06 Mar 2026 | By First Southern Funding, LLC | ||
| Roberts Daniel T. | UTGN | Common Stock | Award | 100.6% | 1,404 | 2,800 | 04 Feb 2026 | Direct | ||
| Douglas Paul Ditto | UTGN | Common Stock | Gift | -3.3% | -1,500 | 43,894 | 24 Dec 2025 | Direct | ||
| Peter L. Ochs | UTGN | Common Stock | Award | 5.11% | 334 | 6,868 | 22 Dec 2025 | Direct | ||
| Gabriel John Molnar | UTGN | Common Stock | Award | 9.76% | 397 | 4,464 | 22 Dec 2025 | Direct | ||
| Thomas Eugene Harmon | UTGN | Common Stock | Award | 7.19% | 334 | 4,977 | 22 Dec 2025 | Direct | ||
| Howard Lape Dayton Jr. | UTGN | Common Stock | Award | 2.39% | 271 | 11,595 | 22 Dec 2025 | Direct | ||
| Thomas F. Darden II | UTGN | Common Stock | Award | 0.62% | 397 | 64,411 | 22 Dec 2025 | By Brickhaven II LLC | ||
| John Cortines | UTGN | Common Stock | Award | 63.7% | 397 | 1,020 | 22 Dec 2025 | Direct | ||
| Preston Howard Correll | UTGN | Common Stock | Award | 9.6% | 334 | 3,813 | 22 Dec 2025 | Direct | ||
| Charles Wesley Perry | UTGN | Common Stock | Award | 209 | 209 | 22 Dec 2025 | Direct | |||
| John Cortines | UTGN | Common Stock | Sale | -26% | $64,955 | $55.00 | -1,181 | 3,352 | 18 Nov 2025 | Direct |
| Correll Jesse T. | UTGN | Stock Options | Award | 15,000 | 15,000 | 04 Sep 2025 | Direct | |||
| Jacob Joncarl Andrew | UTGN | Stock Options | Award | 3,750 | 3,750 | 04 Sep 2025 | Direct | |||
| Michael Keith Borden | UTGN | Stock Options | Award | 3,750 | 3,750 | 04 Sep 2025 | Direct | |||
| Bradley John Betack | UTGN | Stock Options | Award | 3,750 | 3,750 | 04 Sep 2025 | Direct | |||
| Donald Shay Pendygraft | UTGN | Stock Options | Award | 7,500 | 7,500 | 04 Sep 2025 | Direct | |||
| Theodore Clayton Miller | UTGN | Stock Options | Award | 10,000 | 10,000 | 04 Sep 2025 | Direct | |||
| Casey Jonathan Willis | UTGN | Stock Options | Award | 15,000 | 15,000 | 04 Sep 2025 | Direct | |||
| Roberts Daniel T. | UTGN | Stock Options | Award | 15,000 | 15,000 | 04 Sep 2025 | Direct | |||
| Douglas Paul Ditto | UTGN | Stock Options | Award | 15,000 | 15,000 | 04 Sep 2025 | Direct | |||
| Correll Jesse T. | UTGN | Common Stock | Purchase | 2.53% | 12,039 | 486,957 | 18 Jul 2025 | First Southern Funding, LLC. | ||
| Julie Ann Abel | UTGN | Common Stock | Sale | $12,954 | $37.01 | 350 | 0 | 18 Jun 2025 | Direct | |
| Correll Jesse T. | UTGN | Common Stock | Purchase | 4.64% | 21,609 | 486,957 | 30 May 2025 | By First Southern Funding, LLC | ||
| First Southern Funding Llc | UTGN | Common Stock | Purchase | 21.7% | $3,478,280 | $40.00 | 86,957 | 486,957 | 06 May 2025 | Direct |
| Correll Jesse T. | UTGN | Common Stock | Purchase | 21.7% | $3,478,280 | $40.00 | 86,957 | 486,957 | 06 May 2025 | By First Southern Funding, LLC |