# Utg Inc (UTGN)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/utg-inc/ JSON: https://steadybase.io/company/utg-inc.json Checked Nov 10, 2026. Latest filing read: Aug 12, 2026.

## Company

- Legal name: UTG INC
- Ticker: UTGN (OTC)
- SEC CIK: 0000832480
- Industry: Life Insurance (SIC 6311)
- Headquarters: Stanford, KY
- Fiscal year ends: December 31
- SEC filer category: Non-accelerated filer<br>Smaller reporting company
- Website: utgins.com
- Investor relations: https://utgins.com/investors/
- LinkedIn: https://www.linkedin.com/company/utg-insurance
- Next earnings date: Nov 12, 2026 (estimated from past 8-K timing)

## Key facts

- Revenue: $42.3M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 25, 2026). Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/0000832480-26-000011-index.html
- Net income: $17.1M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 25, 2026). Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/0000832480-26-000011-index.html
- SG&A: $8.0M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 25, 2026). Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/0000832480-26-000011-index.html
- Employees: 40 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/utg10k2025.htm
- Shares outstanding: 3,132,727 as of Jul 31, 2026 (10-Q filed Aug 12, 2026). Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000023/0000832480-26-000023-index.html
- Auditor: Kerber, Eck & Braeckel LLP, Springfield, Illinois, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/utg10k2025.htm

## Business

The Holding Company - UTG, Inc. (the “Registrant”, “Company” or “UTG”) is an insurance holding company incorporated in the state of Delaware in 2005 and headquartered in Stanford, KY. The Company’s principal subsidiary is Universal Guaranty Life Insurance Company (“UG”). The Registrant and its primary subsidiary have only one significant segment, insurance.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/utg10k2025.htm

## Annual results

| Fiscal year ended | Revenue | Net income | SG&A |
|---|---|---|---|
| Dec 31, 2025 | $42.3M | $17.1M | $8.0M |
| Dec 31, 2024 | $84.9M | $50.0M | $7.5M |
| Dec 31, 2023 | $26.3M | $2.7M | $7.9M |
| Dec 31, 2022 | $69.7M | $34.3M | $7.9M |
| Dec 31, 2021 | $35.6M | $9.7M | $6.8M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/utg-inc.json

## Officers and directors

- Jesse T. Correll, Chairman & CEO. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/832480/000083248026000026/0000832480-26-000026-index.htm
- Theodore C. Miller, Senior Vice President and Chief Financial Officer. Source: 10-Q filed Aug 12, 2026, https://www.sec.gov/Archives/edgar/data/832480/000083248026000023/exhibit31-2.htm
- Daniel T. Roberts, Vice President. LinkedIn: https://linkedin.com/in/daniel-roberts-29359a2ab. Source: Form 4 filed Feb 6, 2026, https://www.sec.gov/Archives/edgar/data/832480/000083248026000006/0000832480-26-000006-index.htm
- Julie Ann Abel, Vice President. Source: Form 5 filed Jan 15, 2026, https://www.sec.gov/Archives/edgar/data/832480/000083248026000002/0000832480-26-000002-index.htm
- Douglas Paul Ditto, Vice President. Source: Form 4 filed Dec 29, 2025, https://www.sec.gov/Archives/edgar/data/832480/000083248025000066/0000832480-25-000066-index.htm

## Recent 8-K events

- Jul 1, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000020/utg8k20260630.htm
- Feb 6, 2026: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000005/utg8k20260206.htm
- Sep 4, 2025: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248025000031/utg8k090425.htm
- Sep 2, 2025: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248025000027/utg8k090225.htm
- Jun 27, 2025: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248025000017/utg8k20250627.htm
- Feb 4, 2025: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248025000003/utg8k20250204.htm
- Dec 27, 2024: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248024000022/utg8k20241227.htm
- Jul 1, 2024: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248024000011/utg8k2024701.htm
- Jun 28, 2024: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248024000008/utg8k2024628.htm
- Feb 12, 2024: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248024000003/utg8k20240212.htm

## Insider trades (Form 4)

- Aug 27, 2026: Jesse T. Correll (Chairman & CEO) bought 1,000 shares, about $59,750. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000026/0000832480-26-000026-index.htm
- Aug 18, 2026: Jesse T. Correll (Chairman & CEO) bought 4,808 shares, about $283,672. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000024/0000832480-26-000024-index.htm
- May 18, 2026: Jesse T. Correll (Chairman & CEO) bought 4,850 shares, about $266,556. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000018/0000832480-26-000018-index.htm
- Mar 6, 2026: Jesse T. Correll (Chairman & CEO) bought 5,162 shares. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248026000008/0000832480-26-000008-index.htm
- Nov 18, 2025: John Cortines (Director) sold 1,181 shares, about $64,955. Source: https://www.sec.gov/Archives/edgar/data/832480/000083248025000057/0000832480-25-000057-index.htm
- Jul 18, 2025: Jesse T. Correll (Chairman & CEO) bought 12,039 shares. Source: https://www.sec.gov/Archives/edgar/data/832480/000106489225000005/0001064892-25-000005-index.htm

## Latest filings

- 8-K filed Jul 1, 2026: https://www.sec.gov/Archives/edgar/data/832480/000083248026000020/utg8k20260630.htm
- 10-K filed Mar 25, 2026: https://www.sec.gov/Archives/edgar/data/832480/000083248026000011/utg10k2025.htm
- 10-Q filed Aug 12, 2026: https://www.sec.gov/Archives/edgar/data/832480/000083248026000023/form10q.htm
- DEF 14A filed May 15, 2026: https://www.sec.gov/Archives/edgar/data/832480/000083248026000016/2026utgproxy.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/