UTG Inc (UTGN) shareholders
UTGNOTCLife InsuranceFiscal year ends December 31
$58.00+0.00 (0.00%)
Close on Oct 19, 2026Market cap $182.87MP/E 5.6Yield –
Ownership
Institutional holdings as of Mar 31, 2024, from 13F filings
Held by institutions
0.0%
0M of 3M shares
Institutional holders
0
0 new, 1 sold out
Net institutional buying
-0M
In Q1 2024
Insider trades, 12 months
7 buys · 1 sales
Net bought $1.16M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| First Southern Bancorp Inc Joint filing with First Southern Holdings LLC (38.10%), First Southern Funding LLC (15.40%) | 1,406,785 | 44.60% | 13D (active) amendment | May 6, 2025 |
| Jesse T. Correll Joint filing with First Southern Holdings, LLC (5.00%), First Southern Funding, LLC (5.00%) and 3 more | 5 | 5.00% | 13D (active) amendment | Apr 15, 2024 |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q1 2024 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2023 | 2 | 0M | 0.1% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 2 | 0M | 0.1% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2023 | 2 | 0M | 0.1% | 2 / 0 | 0 / 0 | 0M | 0M |
| Q3 2022 | 0 | 0M | 0.0% | 0 / 0 | 0 / 2 | 0M | 0M |
| Q2 2022 | 2 | 0M | 0.0% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q1 2022 | 2 | 0M | 0.0% | 1 / 1 | 0 / 0 | 0M | 0M |
| Q4 2021 | 1 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q3 2021 | 2 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q2 2021 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2021 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2020 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
-61.8%
From 0M shares
Short volume, 0 days
–
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of UTG's stock actually held short. Settlement fails (shares not delivered on time) peaked at 40 shares on Sep 24, 2026 over the last 90 days.
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