{"filings":[{"id":1386596,"accession_number":"0000832480-26-000020","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2026-07-01T19:38:14+00:00","items":["5.07"],"status":"ready","headline":"UTG shareholders elect all seven director nominees and approve advisory say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected with 2,266,631 votes for each; 282 withheld; 173,642 broker non-votes.","Non-binding advisory vote on executive compensation approved: 2,264,995 for, 510 against, 1,408 abstain.","Annual meeting held June 30, 2026; no other matters submitted to a vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114957,"accession_number":"0000832480-26-000005","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG Inc. approves $940K cash/stock bonuses for 2025; salaries raised","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Jesse Correll receives $350K cash bonus; salary increased to $232,500.","VP Douglas Ditto gets $300K cash bonus; salary raised to $213,750.","VP Daniel Roberts gets $150K total ($76,978 cash + $73,022 stock); salary to $110,000.","CFO Theodore Miller gets $140K cash bonus; salary increased to $125,000.","Bonuses based on 2025 operating results; no written agreements in place."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147924,"accession_number":"0000832480-25-000031","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG Inc. appoints Peter Ochs and Charles Perry to board; Howard Dayton becomes emeritus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Howard Dayton stepped down from UTG Board of Directors and will assume Emeritus status.","Peter Ochs, founder of Capital III private equity, reappointed to board after previous service.","Charles (Chas) Perry, co-founding partner of PBEX and CEO of Master Mineral Holdings, appointed.","Both appointments effective September 4, 2025, unanimously approved by Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147923,"accession_number":"0000832480-25-000027","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG shareholders approve 2025 Stock Option Plan","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Shareholders approved the UTG Inc. 2025 Stock Option Plan at June 27, 2025 annual meeting.","Plan is now effective; options may be granted to directors, officers, and employees.","Board recommended the plan on March 26, 2025; full plan terms included as Exhibit 10.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166644,"accession_number":"0000832480-25-000017","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"UTG shareholders elect all seven directors and approve stock option plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected with at least 2,055,552 votes for each (excluding Howard Dayton who received 5,055,510).","Stock option plan approved with 2,051,426 for, 2,196 against, 2,760 abstentions.","Advisory vote on executive compensation passed with 2,050,186 for, 2,836 against.","Advisory vote on frequency of future say-on-pay votes favored every 1 year (2,030,134 votes)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184062,"accession_number":"0000832480-25-000003","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG Inc grants $930K in bonuses and salary increases to four officers for 2024 performance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Jesse Correll: $350K bonus + $7.5K salary increase to $225K/year.","VP Douglas Ditto: $300K bonus + $18.75K increase to $206.25K/year.","VP Daniel Roberts: $150K bonus + $5K increase to $105K/year.","CFO Theodore Miller: $130K bonus + $2.5K increase to $120K/year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200664,"accession_number":"0000832480-24-000022","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2024-12-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"UTG Board adds $1M to buyback, total authorization now $23M; 10b5-1 plan adopted","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board reinstituted stock repurchase program and authorized additional $1,000,000 on Dec 27, 2024.","Total authorized repurchases up to $23 million; $2,160,445 remaining after $20.84M spent on 1,380,820 shares.","Board also authorized a 10b5-1 trading plan for open-market repurchases, expiring December 31, 2025.","Repurchases may be suspended or terminated at any time; no obligation to buy any specific number of shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216675,"accession_number":"0000832480-24-000011","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2024-07-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director April Chapman resigns from UTG board effective June 28, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["April Chapman resigned as director of UTG Inc. and Universal Guaranty Life Insurance Company.","Resignation effective June 28, 2024; cited other commitments.","CEO Jess Correll accepted the resignation on June 28, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236345,"accession_number":"0000832480-24-000008","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"UTG shareholders elect nine directors, approve advisory exec comp","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with 2,289,772 votes for each, 2,393 withheld, and 257,099 broker non-votes.","Advisory vote on executive compensation approved: 2,351,320 for, 3,154 against, 51,777 abstain.","Annual meeting held June 28, 2024; no other matters submitted for vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254013,"accession_number":"0000832480-24-000003","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2024-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG approves $600K in executive bonuses and salary increase for VP","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Jesse Correll receives $235,000 total bonus ($9 cash + $234,991 stock).","VP Douglas Ditto receives $200,000 cash bonus; VP Daniel Roberts gets $65,000 ($35,020 cash + $29,980 stock).","CFO Theodore Miller receives $100,000 ($69,900 cash + $30,100 stock).","VP Daniel Roberts' salary increased $25,000 to $100,000 effective Feb 1, 2024.","Bonuses based on 2023 operating results; no written agreements with officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288348,"accession_number":"0000832480-23-000023","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2023-09-20T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"UTG, Inc. appoints Kerber, Eck & Braeckel as new auditor after Armanino LLP resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Armanino LLP resigned as independent auditor for year-end 2023, citing a change in direction at the audit firm.","No disagreements or reportable events during 2021, 2022, and interim 2023 periods.","Audit committee approved Kerber, Eck & Braeckel LLP as new auditor on September 19, 2023.","No prior consultation with Kerber, Eck & Braeckel on accounting principles or disagreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308825,"accession_number":"0000832480-23-000017","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"UTG shareholders elect all nine director nominees and approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with overwhelming support; highest withhold count was 1,442 for April R. Chapman.","Non-binding advisory vote on executive compensation passed with 2,234,348 for, 3,566 against, 24,601 abstain.","Broker non-votes of 306,613 on each director election item.","Annual meeting held June 7, 2023; all matters voted upon were approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327612,"accession_number":"0000832480-23-000005","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2023-02-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"President and Director James Rousey retires; CEO Jess Correll assumes President role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Rousey resigned as President of UTG, Inc. and Universal Guaranty Life Insurance Company, effective Feb 21, 2023.","Rousey also resigned as Director of both entities; Board accepted resignation on Feb 22, 2023.","CEO and Chairman Jess Correll will initially assume the title of President."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327611,"accession_number":"0000832480-23-000002","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2023-01-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG approves $900K total bonuses for 2022; CFO salary increased to $117,500","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Correll bonus $290,000 ($6 cash + $289,994 stock); VP Ditto $250,000; Pres Rousey $260,000; CFO Miller $100,000.","Total bonuses $900,000: cash $374,868 and stock $525,132 valued at $25.06/share.","CFO Miller annual salary increased $5,000 to $117,500 effective Jan 1, 2023.","Bonuses based on 2022 operating results; no written agreements or formula for awards.","Compensation Committee approved; Correll and Rousey are board members but not on committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381174,"accession_number":"0000832480-22-000014","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2022-06-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"UTG shareholders elect all 10 director nominees and approve advisory say-on-pay at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All ten director nominees elected with overwhelming support; no nominee received less than 2,317,386 votes For.","Advisory vote on named executive officer compensation passed with 2,332,269 For, 2,318 Against, 4,535 Abstain.","Broker non-votes of 305,138 were recorded for each director nominee but did not affect outcome.","Meeting held June 29, 2022; no other shareholder proposals or material items were submitted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399205,"accession_number":"0000832480-22-000002","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2022-02-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG approves $635K in cash and stock bonuses for top officers based on 2021 results","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Correll gets $200K total ($2 cash + $199,998 stock); VP Ditto $175K ($15 cash + $174,985 stock).","President Rousey $175K ($125K cash + $50K stock); CFO Miller $85K ($57,900 cash + $27,100 stock).","Stock valued at $27.10/share; bonuses based on 2021 operating results; no written employment agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418186,"accession_number":"0000832480-21-000022","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2021-12-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"UTG Inc. approves salary increases for CEO, CFO, President, and VP effective Jan 1, 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Jess Correll salary increased $22,500 to $217,500 annually.","VP Doug Ditto salary increased $26,250 to $187,500 annually.","President James Rousey salary increased $15,000 to $130,000 annually.","CFO Ted Miller salary increased $17,500 to $112,500 annually."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":435741,"accession_number":"0000832480-21-000012","cik":832480,"company_name":"UTG INC","ticker":"UTGN","form_type":"8-K","filed_at":"2021-07-14T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"UTG, Inc. engages Armanino LLP as certifying accountant after Brown Smith Wallace merger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Brown Smith Wallace LLC, UTG's auditor, will merge into Armanino LLP effective August 1, 2021.","UTG entered into a letter agreement with Armanino LLP on July 13, 2021 to complete audit services.","The merged firm will operate as Armanino LLP and continue all current operations.","Accountant change is due to firm merger, not any disagreement with Brown Smith Wallace."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":166390000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}