Open-market purchases and sales reported on SEC Forms 4 and 5, with each filing and its footnotes.
Since Oct 6, 2025
Transactions
8
Purchases
7
Sales
1
Purchase value
$609.98K
Sale value
$64.96K
Values are shares multiplied by reported price when both were supplied, each trade counted once however many filers reported it.
First Southern Funding LLC10% owner
4
Filed Aug 28, 2026Period of report Aug 27, 20260000832480-26-000027
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseAug 27, 2026
Common Stock
1,000
$59.75
$59.75K
497,615
Direct
Filing footnotes · 1
F1The reporting person is a member of First Southern Holdings, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein.
Correll Jesse TDirector · Chairman & CEO · 10% owner
4
Filed Aug 28, 2026Period of report Aug 27, 20260000832480-26-000026
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseAug 27, 2026
Common StockF1
1,000
$59.75
$59.75K
497,615
Indirect
First Southern Funding LLC10% owner
4
Filed Aug 19, 2026Period of report Aug 18, 20260000832480-26-000025
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseAug 18, 2026
Common Stock
4,808
$59.00
$283.67K
496,615
Direct
Correll Jesse TDirector · Chairman & CEO · 10% owner
4
Filed Aug 19, 2026Period of report Aug 18, 20260000832480-26-000024
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseAug 18, 2026
Common StockF1
4,808
$59.00
$283.67K
496,615
Indirect
Correll Jesse TDirector · Chairman & CEO · 10% owner
4
Filed May 20, 2026Period of report May 18, 20260000832480-26-000018
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseMay 18, 2026
Common StockF1
4,850
$54.96
$266.56K
491,807
Indirect
First Southern Funding LLC10% owner
4
Filed May 20, 2026Period of report May 18, 20260000832480-26-000017
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseMay 18, 2026
Common Stock
4,850
$54.96
$266.56K
491,807
Direct
Correll Jesse TDirector · Chairman & CEO · 10% owner
4
Filed Mar 9, 2026Period of report Mar 6, 20260000832480-26-000008
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
PurchaseMar 6, 2026
Common StockF2F1
5,162
$0.00
$0.00
486,957
Cortines JohnDirector
4
Filed Nov 19, 2025Period of report Nov 18, 20250000832480-25-000057
Transaction
Security
Shares
Price
ValueValue (shares × price)
Held after
Ownership
SaleNov 18, 2025
Common Stock
1,181
$55.00
$64.96K
3,352
Direct
P and S transaction codes only. Grants, gifts, option exercises, tax withholding, and Form 144 notices are not counted as purchases or sales. A row whose filed price fails a plausibility check, or that is not common stock, is listed but left out of the values; a trade reported by several filers is counted once.
By First Southern Funding, LLC
Filing footnotes · 5
F1The 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.
F2The 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.
F3The 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.
F4The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (3). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5These options were granted on September 4, 2025, pursuant to the terms of a stock option agreement under the 2025 Stock Option Plan. The options vest in 5 equal installments on each of the first five anniversaries of the date of grant, subject to the Reporting Person's continuing service through each such date.
F1The reporting person is a member of First Southern Holdings, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein.
F1The 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.
F2The 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.
F3The 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.
F4The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (3). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5These options were granted on September 4, 2025, pursuant to the terms of a stock option agreement under the 2025 Stock Option Plan. The options vest in 5 equal installments on each of the first five anniversaries of the date of grant, subject to the Reporting Person's continuing service through each such date.
F1The 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.
F2The 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.
F3The 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.
F4The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (3). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5These options were granted on September 4, 2025, pursuant to the terms of a stock option agreement under the 2025 Stock Option Plan. The options vest in 5 equal installments on each of the first five anniversaries of the date of grant, subject to the Reporting Person's continuing service through each such date.
F1The reporting person is a member of First Southern Holdings, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein.
F1The 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.
F2This transaction is being reported to reflect the redemption by First Southern Funding, LLC of membership interests from one member. On March 6, 2026, First Southern Funding, LLC redeemed a member owning 9.4 units (1.21% interest). This redemption increased the membership interest of the reporting person (and his spouse) by 1.06%. The shares of UTG, Inc. reported as acquired represent 1.06% of the UTG shares owned by First Southern Funding, LLC. No separate price was stated for those shares. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F3The 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.
F4The 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.
F5The reporting person is the President and First Southern Bancorp, Inc. is a 99% member of First Southern Holdings, LLC. See note (4). The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F6These options were granted on September 4, 2025, pursuant to the terms of a stock option agreement under the 2025 Stock Option Plan. The options vest in 5 equal installments on each of the first five anniversaries of the date of grant, subject to the reporting person's continuing service through each such date.