UTG INC·4

Sep 5, 5:09 PM ET

CORRELL JESSE T 4

4 · UTG INC · Filed Sep 5, 2025

Insider Transaction Report

Form 4
Period: 2025-09-04
CORRELL JESSE T
DirectorChairman & CEO10% Owner
Transactions
  • Award

    Stock Options

    2025-09-04+15,00015,000 total
    Exercise: $48.40Exp: 2030-09-04Common Stock (15,000 underlying)
Holdings
  • Common Stock

    (indirect: By LLC)
    486,957
  • Common Stock

    (indirect: By Partnership)
    72,750
  • Common Stock

    (indirect: By LLC)
    1,201,876
  • Common Stock

    81,562
  • Common Stock

    (indirect: By First Southern Bancorp, Inc.)
    204,909
Footnotes (5)
  • [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]The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (4). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
  • [F5]These options were granted on September 4, 2025, pursuant to the terms of a stock option agreement under the 2025 Stock Option Plan. The options vest in 5 equal installments on each of the first five anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date.

Documents

1 file
  • 4
    primary_doc.xmlPrimary

    PRIMARY DOCUMENT