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UTGN · Utg Inc
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UTGN UTG (UTGN) Insider Trading, Ownership & Congress Trades

Insurance · Life insurance · CIK 0000832480
Quote by TradingView
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter

What the filings say about UTGN

Insiders, 180 days
+$1.2M net bought
2 buyers

UTG insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, UTG INC insiders bought a net $1.2M of stock across 14 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
CORRELL JESSE T
Chairman & CEO
BUY
2026-08-28 SECtraded 2026-08-27
1,000
$59.8K
+13.1%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Aug 18, 2026.
  • +19.9% median (+19.9% mean) 90-day return after 2 previous buys.
  • The trade is 0.2% of the 497,615 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Chairman & CEO CORRELL JESSE T bought about $59.8K of UTGN on Aug 27, 2026; 1 other insider bought within 30 days.
FIRST SOUTHERN FUNDING LLC
BUY
2026-08-28 SECtraded 2026-08-27
1,000
$59.8K
+13.1%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Aug 18, 2026.
  • +19.9% median (+19.9% mean) 90-day return after 2 previous buys.
  • The trade is 0.2% of the 497,615 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider FIRST SOUTHERN FUNDING LLC bought about $59.8K of UTGN on Aug 27, 2026; 1 other insider bought within 30 days.
CORRELL JESSE T
Chairman & CEO
BUY
2026-08-19 SECtraded 2026-08-18
4,808
$283.7K
+3.9%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 18, 2026.
  • +19.9% median (+19.9% mean) 90-day return after 2 previous buys.
  • The trade is 1.0% of the 496,615 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Chairman & CEO CORRELL JESSE T bought about $283.7K of UTGN on Aug 18, 2026, the largest insider purchase at the company since 2025; 1 other insider bought within 30 days.
FIRST SOUTHERN FUNDING LLC
BUY
2026-08-19 SECtraded 2026-08-18
4,808
$283.7K
+3.9%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 18, 2026.
  • +19.9% median (+19.9% mean) 90-day return after 2 previous buys.
  • The trade is 1.0% of the 496,615 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider FIRST SOUTHERN FUNDING LLC bought about $283.7K of UTGN on Aug 18, 2026, the largest insider purchase at the company since 2025; 1 other insider bought within 30 days.
CORRELL JESSE T
Chairman & CEO
BUY
2026-05-20 SECtraded 2026-05-18
4,850
$266.6K
+13.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 6, 2025.
  • The trade is 1.0% of the 491,807 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Chairman & CEO CORRELL JESSE T bought about $266.6K of UTGN on May 18, 2026, the largest insider purchase at the company since 2025; 1 other insider bought within 30 days.
14 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 9 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$1.2M over 180 days
+$686.8K over 90 days · +$1.2M of it by a 10%+ holder
more than 94% of Insurance
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
-50.1% year over year
below 98% of Insurance
Margin
40.3% net margin
more than 89% of Insurance
Buybacks
$410.3K repurchased, FY to 2026-06-30
below 98% of Insurance
Short interest
<0.1% of the float short (float per yahoo 2026-10-27) · 1.0 days to cover · settled 2026-10-15
the lowest in Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch UTGN

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+39.3%12M
+0%+14%+27%+41%2025-102025-122026-022026-042026-062026-082026-10 2026-08-18 · CORRELL JESSE T bought $283.7K2026-08-18 · FIRST SOUTHERN FUNDING LLC bought $283.7K2026-05-18 · CORRELL JESSE T bought $266.6K2026-05-18 · FIRST SOUTHERN FUNDING LLC bought $266.6K2025-11-18 · Cortines John sold $65.0K2026-08-27 · CORRELL JESSE T bought $59.8K2026-08-27 · FIRST SOUTHERN FUNDING LLC bought $59.8K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns UTGN: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in UTGN

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

UTGN planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $1.2M bought by insiders over 180 days. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
GSHDDGICAPLMRALHCCRVLHGTYKNSLAFLTRVMKLOSCRGL

UTGN financials

Revenue growth
-50.1%
XBRL, annual
Net margin
40.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$67.4M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on assets
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
5.40x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
n/a
trailing EPS growth -23%, PEG needs growth
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$42.3M$84.9M$26.3M$69.7M
Net income$17.1M$50.0M$2.7M$34.3M
EPS (diluted)5.4215.800.8410.81
Operating cash flow-$6.5M-$1.6M-$9.8M-$5.3M
Cash$30.5M$45.3M$41.2M$45.3M
Buybacks$782.8K$648.2K$882.0K$685.8K
SEC XBRL, fiscal years, as known on 2026-10-28

UTGN Stock Sonar score 3/7 axes

Find similar shapesCompare

UTGN ranks highest on risk and compliance (99th percentile) and insider conviction (90th), and lowest on growth (2nd), among Insurance peers.

Growth
2
Inputs
  • Revenue growth, YoY-50.1% · 2 pct, sector of 134
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
90
Inputs
  • Net Form 4 buying (codes P and S), 180d$1.2M · 94 pct, sector of 100
  • Insider buyers, 180d2 · 86 pct, sector of 101
Risk and compliance
100
Inputs
  • Short interest, % of float+0.0% · 100 pct, sector of 138
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
4 not measured: Profitability, Financial health, Institutional and government, US patents
  • Profitability needs 2 of 4 inputs, 0 present: fewer than four consecutive quarters of operating income; the filed year and its quarters do not reconcile, so the trailing figure is withheld
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

3 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

UTGN filings, in plain words

Are UTG insiders buying or selling UTGN?

In the 180 days to 2026-10-28, UTG insiders were net buyers, a net $1.2M across purchases and sales reported on Form 4, by 2 buyers.

Read the full summary

In the 180 days to 2026-10-28, UTG insiders were net buyers of UTGN, a net $1.2M across purchases and sales reported on Form 4 by 2 buyers. Most of that figure, $1.2M, came from a holder of 10% or more rather than an officer or director. 2 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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