0001567619-21-003395.txt : 20210212
0001567619-21-003395.hdr.sgml : 20210212
20210212145240
ACCESSION NUMBER: 0001567619-21-003395
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210212
DATE AS OF CHANGE: 20210212
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: CORRELL JESSE T
CENTRAL INDEX KEY: 0001064892
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-16867
FILM NUMBER: 21626070
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: UTG INC
CENTRAL INDEX KEY: 0000832480
STANDARD INDUSTRIAL CLASSIFICATION: LIFE INSURANCE [6311]
IRS NUMBER: 202907892
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 205 NORTH DEPOT STREET
CITY: STANFORD
STATE: KY
ZIP: 40484
BUSINESS PHONE: 2173236300
MAIL ADDRESS:
STREET 1: 205 NORTH DEPOT STREET
CITY: STANFORD
STATE: KY
ZIP: 40484
FORMER COMPANY:
FORMER CONFORMED NAME: UNITED TRUST GROUP INC
DATE OF NAME CHANGE: 20001206
FORMER COMPANY:
FORMER CONFORMED NAME: UNITED TRUST INC /IL/
DATE OF NAME CHANGE: 19920703
5
1
doc1.xml
FORM 5
X0306
5
2020-12-31
0
0
0
0000832480
UTG INC
UTGN
0001064892
CORRELL JESSE T
FIRST SOUTHERN BANCORP
P. O. BOX 328
STANFORD
KY
40484
1
1
1
0
Chairman & CEO
Common Stock
2020-09-18
5
G
0
5
0
D
54822
D
Common Stock
400000
I
By First Southern Funding, LLC
Common Stock
2020-12-31
5
G
0
34920
0
D
72750
I
By WCorrell Limited Partnership
Common Stock
2020-12-31
5
G
0
34920
0
A
72750
I
By WCorrell Limited Partnership
Common Stock
2020-01-22
5
G
0
1135
0
D
204909
I
By First Southern Bancorp, Inc.
Common Stock
1201876
I
By First Southern Holdings, LLC
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.
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.
This transaction is being reported to reflect a gift of partnership interests in WCorrell, Limited Partnership by the reporting person. The reporting person gifted 48 partnership interests (48% of those outstanding) on December 31, 2020. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein
This transaction is being reported to reflect a gift of partnership interests in WCorrell, Limited Partnership by the reporting person. A grantor trust, of which the reporting person is trustee, acquired 48 partnership interests (48% of those outstanding) on December 31, 2020. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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.
This transaction is being reported to reflect a gift of First Southern Bancorp, Inc. shares by the reporting person. The reporting person gifted 16,801 shares (0.55% of those outstanding) on January 22, 2020. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (6). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
/s/ Jill Martin, Attorney-in-Fact
2021-02-11