Comparable stake leader
FIRST SOUTHERN FUNDING LLC
SEC ownership of UTG INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000832480.
Disclosed value leader
Correll Jesse T.
Comparable rows
9/20
Latest evidence
18 May 2026
- Public ticker
- UTGN on OTC
- Parsed ownership sources
-
3/4/5 and 13D/G
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
FIRST SOUTHERN FUNDING LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
9 of 20
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
FIRST SOUTHERN FUNDING LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
18 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000832480
- Issuer location
- Stanford, KY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of UTG INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FIRST SOUTHERN FUNDING LLC
Disclosed value leader
Correll Jesse T.
Comparable rows
9/20
Latest evidence
18 May 2026
3/4/5
13D/G
Lead comparable stake: 45%
11 rows are not safely comparable across share classes.
13D/G row: FIRST SOUTHERN FUNDING LLC
Showing 1-8 of 20 holder rows.
Quick read
FIRST SOUTHERN FUNDING LLC leads the comparable SEC ownership view at 45%.
9 of 20 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FIRST SOUTHERN FUNDING LLC's linked filing trail.
Comparable ownership
Top 5
FIRST SOUTHERN FUNDING LLC
45%
Thomas F. Darden II
2%
Howard Lape Dayton Jr.
0.38%
Peter L. Ochs
0.22%
Thomas Eugene Harmon
0.16%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 20 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FIRST SOUTHERN FUNDING LLC |
3/4/5
13D/G
10%+ Owner · FIRST SOUTHERN BANCORP INC
|
45%
from 13D/G
|
$71,499,124
1,693,683 shares
|
+$266,556 | 18 May 2026 |
| Thomas F. Darden II |
3/4/5
Director
|
2%
|
$3,851,777
64,411 shares
|
— | 22 Dec 2025 |
| Howard Lape Dayton Jr. |
3/4/5
Director
|
0.38%
|
$693,910
12,068 shares
|
— | 31 Dec 2025 |
| Peter L. Ochs |
3/4/5
Director
|
0.22%
|
$410,706
6,868 shares
|
— | 22 Dec 2025 |
| Thomas Eugene Harmon |
3/4/5
Director
|
0.16%
|
$297,624
4,977 shares
|
— | 22 Dec 2025 |
| Gabriel John Molnar |
3/4/5
Director
|
0.14%
|
$266,947
4,464 shares
|
— | 22 Dec 2025 |
| Preston Howard Correll |
3/4/5
Director
|
0.12%
|
$228,017
3,813 shares
|
— | 22 Dec 2025 |
| John Cortines |
3/4/5
Director
|
0.03%
|
$60,996
1,020 shares
|
-$64,955 | 22 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$468,157.
Buys
$533,112
Insiders: 2
Sells
$64,955
Insiders: 1
Net
+$468,157
Shares: +8,519
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 9,700
Shares: 1,181
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 9,700 | 0 | $533,112 | $0 | +$533,112 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 1,181 | $0 | $64,955 | -$64,955 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to UTG INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
Correll Jesse T.
Net 12M change
+$468,157
Latest report
18 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Correll Jesse T. | Chairman & CEO, Director, 10%+ Owner | $117,655,289 | +$266,556 | +0.23% | Mixed | 18 May 2026 |
| FIRST SOUTHERN FUNDING LLC | 10%+ Owner | $71,499,124 | +$266,556 | +0.37% | Mixed | 18 May 2026 |
| 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 | Mixed | 31 Dec 2025 |
Recent insider transactions for UTG INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Correll Jesse T. | UTGN | Common Stock | Purchase | 1% | $266,556 | $54.96 | 4,850 | 491,807 | 18 May 2026 | By First Southern Funding, LLC |
| First Southern Funding Llc | UTGN | Common Stock | Purchase | 1% | $266,556 | $54.96 | 4,850 | 491,807 | 18 May 2026 | Direct |
| 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 |
* marks a reported price that did not pass the local price check.