Jesse T. Correll - Dec 31, 2024 Form 5 Insider Report for UTG INC (UTGN)

Role
Chairman & CEO, Director, 10%+ Owner
Signature
/s/Jill Martin, Attorney-in-Fact
Stock symbol
UTGN
Transactions as of
Dec 31, 2024
Transactions value $
$0
Form type
5
Date filed
2/13/2025, 04:54 PM
Previous filing
Sep 23, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UTGN Common Stock Gift $0 -440 -0.21% $0.00 205K Jul 18, 2024 By First Southern Bancorp, Inc. F3, F4
holding UTGN Common Stock 81.6K Dec 31, 2024 Direct
holding UTGN Common Stock 400K Dec 31, 2024 By First Southern Funding, LLC F1
holding UTGN Common Stock 72.8K Dec 31, 2024 By WCorrell, Limited Partnership F2
holding UTGN Common Stock 1.2M Dec 31, 2024 By First Southern Holdings, LLC. F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reporting person is President and Manager of First Southern Funding, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F2 The reporting person is the managing general partner of WCorrell, Limited Partnership. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F3 The reporting person is Chairman and President of First Southern Bancorp, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F4 This transaction is being reported to reflect a gift of First Southern Bancorp, Inc. shares by the reporting person. On July 18, 2024 the reporting person gifted 5,896 shares (0.21% of those outstanding) of First Southern Bancorp, Inc. The shares of UTG, Inc. reported as gifted represent 0.21% of the UTG shares owned by First Southern Bancorp, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5 The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (3). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.