Home/Filings/5/0001140361-09-004323
5//SEC Filing

ATTKISSON RANDALL L 5

Accession 0001140361-09-004323

CIK 0000832480other

Filed

Feb 16, 7:00 PM ET

Accepted

Feb 17, 4:33 PM ET

Size

12.8 KB

Accession

0001140361-09-004323

Insider Transaction Report

Form 5
Period: 2008-12-31
UTG INCUTGN.OB
Transactions
  • Other

    Common Stock

    2008-07-0111,4400 total(indirect: See Footnote)
  • Other

    Common Stock

    2008-07-0115,9740 total(indirect: See Footnote)
  • Other

    Common Stock

    2008-12-2662,3830 total(indirect: See Footnote)
Holdings
  • Common Stock

    5,615
  • Common Stock

    (indirect: See Footnote)
    0
Footnotes (4)
  • [F1]These securities, which were reported on the reporting person's last-filed Form 4, were held by First Southern Bancorp, Inc. (?FSB?). On July 1, 2008, the reporting person resigned from his position as Chief Financial Officer of FSB. The reporting person is not a controlling shareholder of, and no longer has investment control over, the portfolio shares of the common stock of UTG, Inc. ("Common Stock") held by FSB, and therefore is no longer deemed to be the beneficial owner of a proportionate interest in shares of Common Stock owned by FSB.
  • [F2]These securities, which were reported on the reporting person's last-filed Form 4, were held by First Southern Holdings, LLC (?FSH?). Effective December 26, 2008, the reporting person vacated his position as President of FSH. The reporting person does not own a controlling interest in, and no longer has investment control over, the portfolio shares of Common Stock held by FSH, and therefore is no longer deemed to be the beneficial owner of a proportionate interest in shares of Common Stock owned by FSH.
  • [F3]These securities, which were reported on the reporting person's last-filed Form 4, were held by First Southern Funding, LLC (?FSF?). On July 1, 2008, the reporting person resigned from his position as Treasurer of FSF. The reporting person does not own a controlling interest in, and no longer has investment control over, the portfolio shares of Common Stock held by FSF, and therefore is no longer deemed to be the beneficial owner of a proportionate interest in shares of Common Stock owned by FSF.
  • [F4]Excludes 5,615 shares of Common Stock previously owned by First Southern Capital Corp., LLC (FSC). On December 31, 2008, FSC was dissolved. The shares of Common Stock owned by FSC were distributed to its members in liquidation of their membership interests. The shares were valued at $11.50 for the purpose of determining the total value of FSC and the resulting allocation of the number of shares distributable to each member in accordance with their respective sharing ratios. As a result of such dissolution, the reporting person was allocated 5,615 shares of Common Stock, and those shares are reported in the direct holdings of the reporting person.

Documents

1 file

Issuer

UTG INC

CIK 0000832480

Entity typeother

Related Parties

1
  • filerCIK 0001240831

Filing Metadata

Form type
5
Filed
Feb 16, 7:00 PM ET
Accepted
Feb 17, 4:33 PM ET
Size
12.8 KB