UTGNOTCLife InsuranceFiscal year ends December 31
UTG INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$58.00+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $183.14M
- P/E (TTM)
- 5.1
- Dividend yield
- –
Ownership
Who owns UTG's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
7 buys · 1 sales
Net bought $1.16M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jesse T. Correll | 5 | 5.00% | 13D (active) amendment | Apr 15, 2024 |
| First Southern Bancorp Inc | 1,406,785 | 44.60% | 13D (active) amendment | May 6, 2025 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jesse T. Correll | Chairman & CEO, Director, 10% owner | 2,058,712 | 65.72% | Aug 28, 2026 |
| Daniel T. Roberts | Vice President | 3,260 | 0.10% | Feb 6, 2026 |
| Julie Ann Abel | Vice President | 0 | – | Jan 15, 2026 |
| Douglas Paul Ditto | Vice President | 45,494 | 1.45% | Dec 29, 2025 |
| Bradley John Betack | Corporate Secretary | 200 | 0.01% | Sep 5, 2025 |
| Jacob Joncarl Andrew | Vice President | – | – | Sep 5, 2025 |
| Michael Keith Borden | Vice President | 1,314 | 0.04% | Sep 5, 2025 |
| Donald Shay Pendygraft | Vice President | 2,546 | 0.08% | Sep 5, 2025 |
| Casey Jonathan Willis | Vice President | 10,000 | 0.32% | Sep 5, 2025 |
| Theodore Clayton Miller | Senior Vice President & CFO | 16,292 | 0.52% | Sep 5, 2025 |
| Howard Lape Dayton JR | Director | 12,068 | 0.39% | Mar 6, 2026 |
| Charles Wesley Perry | Director | 209 | 0.01% | Dec 22, 2025 |
| Peter L. Ochs | Director | 8,868 | 0.28% | Dec 22, 2025 |
| Thomas F. Darden Ii | Director | 128,425 | 4.10% | Dec 22, 2025 |
| Thomas Eugene Harmon | Director | 4,977 | 0.16% | Dec 22, 2025 |
| Gabriel John Molnar | Director | 4,464 | 0.14% | Dec 22, 2025 |
| John Cortines | Director | 5,033 | 0.16% | Dec 22, 2025 |
| Preston Howard Correll | Director | 3,813 | 0.12% | Dec 22, 2025 |
| April Chapman | Director | 1,723 | 0.06% | Jan 3, 2025 |
| Southern Funding Llc First | 10% owner | 1,699,491 | 54.25% | Aug 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Southern Funding Llc First 10% owner | Aug 27, 2026 | Buy | +1,000 | $59.75 | $59.75K | 497,615 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Aug 27, 2026 | Buy | +1,000 | $59.75 | $59.75K | 497,615 |
| Southern Funding Llc First 10% owner | Aug 18, 2026 | Buy | +4,808 | $59.00 | $283.67K | 496,615 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Aug 18, 2026 | Buy | +4,808 | $59.00 | $283.67K | 496,615 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | May 18, 2026 | Buy | +4,850 | $54.96 | $266.56K | 491,807 |
| Southern Funding Llc First 10% owner | May 18, 2026 | Buy | +4,850 | $54.96 | $266.56K | 491,807 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Mar 6, 2026 | Buy | +5,162 | – | – | 486,957 |
| Daniel T. Roberts Vice President | Feb 4, 2026 | Award | +1,404 | $52.01 | $73.02K | 2,800 |
| Douglas Paul Ditto Vice President | Dec 24, 2025 | Gift | −1,500 | $59.80 | $89.70K | 43,894 |
| Peter L. Ochs Director | Dec 22, 2025 | Award | +334 | $59.80 | $19.97K | 6,868 |
| John Cortines Director | Dec 22, 2025 | Award | +397 | $59.80 | $23.74K | 1,020 |
| Thomas F. Darden Ii Director | Dec 22, 2025 | Award | +397 | $59.80 | $23.74K | 64,411 |
| Howard Lape Dayton JR Director | Dec 22, 2025 | Award | +271 | $59.80 | $16.21K | 11,595 |
| Preston Howard Correll Director | Dec 22, 2025 | Award | +334 | $59.80 | $19.97K | 3,813 |
| Gabriel John Molnar Director | Dec 22, 2025 | Award | +397 | $59.80 | $23.74K | 4,464 |
| Charles Wesley Perry Director | Dec 22, 2025 | Award | +209 | $59.80 | $12.50K | 209 |
| Thomas Eugene Harmon Director | Dec 22, 2025 | Award | +334 | $59.80 | $19.97K | 4,977 |
| John Cortines Director | Nov 18, 2025 | Sale | −1,181 | $55.00 | $64.96K | 3,352 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Jul 18, 2025 | Buy | +12,039 | – | – | 486,957 |
| Julie Ann Abel Vice President | Jun 18, 2025 | Sale | +350 | $37.01 | $12.95K | 0 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | May 30, 2025 | Buy | +21,609 | – | – | 486,957 |
| Southern Funding Llc First 10% owner | May 6, 2025 | Buy | +86,957 | $40.00 | $3.48M | 486,957 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | May 6, 2025 | Buy | +86,957 | $40.00 | $3.48M | 486,957 |
| Peter L. Ochs Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 8,534 |
| April Chapman Director | Dec 30, 2024 | Award | +178 | $28.09 | $5.00K | 1,723 |
| Thomas F. Darden Ii Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 64,014 |
| Preston Howard Correll Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 3,482 |
| John Cortines Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 4,533 |
| Howard Lape Dayton JR Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 11,797 |
| Thomas Eugene Harmon Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 4,643 |
| Gabriel John Molnar Director | Dec 30, 2024 | Award | +623 | $28.09 | $17.50K | 4,067 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Sep 23, 2024 | Sale | −341 | – | – | 204,909 |
| Casey Jonathan Willis Vice President | Sep 19, 2024 | Buy | +6 | $28.50 | $171 | 10,000 |
| Casey Jonathan Willis Vice President | Aug 21, 2024 | Award | +1,923 | – | – | 9,947 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Jul 18, 2024 | Gift | −440 | – | – | 204,909 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Feb 13, 2024 | Gift | −451 | – | – | 204,909 |
| Theodore Clayton Miller Senior Vice President and CFO | Feb 12, 2024 | Award | +1,000 | – | – | 16,292 |
| Daniel T. Roberts Vice President | Feb 12, 2024 | Award | +996 | – | – | 1,396 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Feb 12, 2024 | Award | +7,807 | – | – | 81,562 |
| Thomas F. Darden Ii Director | Dec 21, 2023 | Award | +499 | $30.01 | $14.97K | 63,391 |
| Preston Howard Correll Director | Dec 21, 2023 | Award | +583 | $30.01 | $17.50K | 2,856 |
| John Cortines Director | Dec 21, 2023 | Award | +583 | $30.01 | $17.50K | 1,181 |
| Howard Lape Dayton JR Director | Dec 21, 2023 | Award | +583 | $30.01 | $17.50K | 10,701 |
| April Chapman Director | Dec 21, 2023 | Award | +416 | $30.01 | $12.48K | 1,545 |
| Peter L. Ochs Director | Dec 21, 2023 | Award | +416 | $30.01 | $12.48K | 5,911 |
| Thomas Eugene Harmon Director | Dec 21, 2023 | Award | +583 | $30.01 | $17.50K | 4,020 |
| Gabriel John Molnar Director | Dec 21, 2023 | Award | +583 | $30.01 | $17.50K | 3,444 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | May 18, 2023 | Gift | −931 | – | – | 204,909 |
| James Patrick Rousey Former President & Director | Jan 11, 2023 | Award | +1,397 | $25.06 | $35.01K | 14,509 |
| Casey Jonathan Willis Vice President | Jan 4, 2023 | Award | +2,000 | – | – | 8,024 |
| James Patrick Rousey President, Director | Jan 4, 2023 | Award | +1,397 | – | – | 14,509 |
| Theodore Clayton Miller Sr. Vice President & CFO | Jan 4, 2023 | Award | +2,000 | – | – | 15,292 |
| Douglas Paul Ditto Vice President | Jan 4, 2023 | Award | +5,986 | – | – | 45,394 |
| Donald Shay Pendygraft Vice President | Jan 4, 2023 | Award | +798 | – | – | 2,546 |
| Bradley John Betack Corporate Secretary | Jan 4, 2023 | Award | +200 | – | – | 200 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Jan 3, 2023 | Award | +11,572 | – | – | 73,755 |
| Jesse T. Correll Chairman & CEO, Director, 10% owner | Dec 30, 2022 | Sale | −386 | – | – | 204,909 |
| Peter L. Ochs Director | Dec 28, 2022 | Award | +498 | $25.06 | $12.48K | 7,495 |
| Thomas Eugene Harmon Director | Dec 28, 2022 | Award | +598 | $25.06 | $14.99K | 3,437 |
| Thomas F. Darden Ii Director | Dec 28, 2022 | Award | +598 | $25.06 | $14.99K | 62,892 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.