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UTG, Inc. (UTGN)

USD57.99 +0.02 (+0.03%)
US OTC Financial Services Insurance - Life
Address 205 North Depot Street 40484
Stanford, KY, US
CEO Jesse Thomas Correll
Website utgins.com
IPO 2002-01-29
CIK 832480 ISIN US90342M1099

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Description

Operating as an insurance holding company, UTG, Inc. delivers individual life insurance offerings and associated services throughout the United States. Its activities in the individual life insurance domain involve managing existing policies, acquiring other insurance enterprises, and performing administrative processing for life insurance on behalf of third-party organizations. Additionally, the company provides reinsurance products. UTG, Inc. was established in 1966 and is headquartered in Stanford, Kentucky.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
Roosevelt 1998-01-14 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD57.99 +0.02 (+0.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
185
Beta
0.11
Float Shares
2.68M
Free Float %
85.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% -15.32% +0.96% -4.55% -4.72% +40.83% +87.50% +101.92% +250.00% +200.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
57.99
DCF (Unlevered) 362.59 +525.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.35
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Life: +10.6%
    -50.2% Q1'26: +66.4% (vs Q1'25)
  • EPS growth Insurance - Life: +13.4%
    -65.2% Q1'26: +83.2% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Life: +31.7%
    +35.2% Q1'26: -7.1% (vs Q1'25)
  • EBIT margin Insurance - Life: +12.4%
    +51.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Insurance - Life: +1.0%
    +8.5% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Insurance - Life: +0.4%
    -0.4% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×
    0.00×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.10) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 356.44 Current price: 57.99
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 2/5 5/5 1/5 3/5 4/5
2026-05-05 B+ 3/5 3/5 2/5 5/5 1/5 3/5 4/5
2026-04-30 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-27 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-22 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-6.60M
OE per share TTM
-2.10
Owner's Yield
-4.00%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
0.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Debeck, LLC 300.0K 7.90% 300.0K OO United States of America 2012-09-05
2 Eric Lee Oliver 300.0K 7.90% 300.0K IN United States of America 2012-09-05
3 Softres, LLC 300.0K 7.90% 300.0K OO United States of America 2012-09-05
4 Softsearch Investment LP 300.0K 7.90% 300.0K PN United States of America 2012-09-05
5 Softvest LP 300.0K 7.90% 300.0K PN United States of America 2012-09-05
6 Softvest Management LP 300.0K 7.90% 300.0K PN United States of America 2012-09-05

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
1.4K
Shares disposed
Cash buys
Cash sales
Net activity
+1,404
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-06 CORRELL JESSE T Director / Officer / 10% Owner P-Purchase A Common Stock 5,162 0.00 486,957 I
2026-02-04 Roberts Daniel T Officer A-Award A Common Stock 1,404 52.01 73.0K 2,800 D
2025-12-31 Dayton Howard Lape JR Director Common Stock 0 0.00 12,068 D
2025-12-31 Abel Julie Ann Officer Common Stock 0 0.00 0 D
2025-12-24 Ditto Douglas Paul Officer G-Gift D Common Stock 1,500 59.80 89.7K 43,894 D
2025-12-22 Perry Charles Wesley Director A-Award A Common Stock 209 59.80 12.5K 209 D
2025-12-22 Ochs Peter L Director A-Award A Common Stock 334 59.80 20.0K 6,868 D
2025-12-22 Molnar Gabriel John Director A-Award A Common Stock 397 59.80 23.7K 4,464 D
2025-12-22 Harmon Thomas Eugene Director A-Award A Common Stock 334 59.80 20.0K 4,977 D
2025-12-22 Dayton Howard Lape JR Director A-Award A Common Stock 271 59.80 16.2K 11,595 D
2025-12-22 DARDEN THOMAS F II Director A-Award A Common Stock 397 59.80 23.7K 64,411 I
2025-12-22 Cortines John Director A-Award A Common Stock 397 59.80 23.7K 1,020 D
2025-12-22 CORRELL PRESTON HOWARD Director A-Award A Common Stock 334 59.80 20.0K 3,813 D
2025-11-18 Cortines John Director S-Sale D Common Stock 1,181 55.00 65.0K 3,352 D
2025-10-24 Perry Charles Wesley Director 0 0.00 0
2025-09-04 Willis Casey Jonathan Officer A-Award A Stock Options 15,000 44.00 660.0K 15,000 D
2025-09-04 Roberts Daniel T Officer A-Award A Stock Options 15,000 44.00 660.0K 15,000 D
2025-09-04 Pendygraft Donald Shay Officer A-Award A Stock Options 7,500 44.00 330.0K 7,500 D
2025-09-04 MILLER THEODORE CLAYTON Officer A-Award A Stock Options 10,000 44.00 440.0K 10,000 D
2025-09-04 Ditto Douglas Paul Officer A-Award A Stock Options 15,000 44.00 660.0K 15,000 D
2025-09-04 CORRELL JESSE T Director / Officer / 10% Owner A-Award A Stock Options 15,000 48.40 726.0K 15,000 D
2025-09-04 Betack Bradley John Officer A-Award A Stock Options 3,750 44.00 165.0K 3,750 D
2025-09-04 BORDEN MICHAEL KEITH Officer A-Award A Stock Options 3,750 44.00 165.0K 3,750 D
2025-09-04 Andrew Jacob Joncarl Officer A-Award A Stock Options 5,000 44.00 220.0K 5,000 D
2025-07-18 CORRELL JESSE T Director / Officer / 10% Owner P-Purchase A Common Stock 12,039 0.00 486,957 I
2025-06-18 Abel Julie Ann Officer S-Sale A Common Stock 350 37.01 13.0K 0 D
2025-05-30 CORRELL JESSE T Director / Officer / 10% Owner P-Purchase A Common Stock 21,609 0.00 486,957 I
2025-05-06 FIRST SOUTHERN FUNDING LLC 10% Owner P-Purchase A Common Stock 86,957 40.00 3.48M 486,957 D
2025-05-06 CORRELL JESSE T Director / Officer / 10% Owner P-Purchase A Common Stock 86,957 40.00 3.48M 486,957 I
2024-12-31 CORRELL JESSE T Director / Officer / 10% Owner Common Stock 0 0.00 400,000 I
2023-12-21 Ochs Peter L Director A-Award A common stock 416 30.01 12.5K 5,911
2023-12-21 Molnar Gabriel John Director A-Award A common stock 583 30.01 17.5K 3,444
2023-12-21 Harmon Thomas Eugene Director A-Award A common stock 583 30.01 17.5K 4,020
2023-12-21 Dayton Howard Lape JR Director A-Award A common stock 583 30.01 17.5K 10,701
2023-12-21 DARDEN THOMAS F II Director A-Award A common stock 499 30.01 15.0K 63,391
2023-12-21 Cortines John Director A-Award A common stock 583 30.01 17.5K 1,181
2023-12-21 Chapman April Director A-Award A common stock 416 30.01 12.5K 1,545
2023-12-21 CORRELL PRESTON HOWARD Director A-Award A common stock 583 30.01 17.5K 2,856
2023-06-07 Roberts Daniel T Officer I Common Stock 0 0.00 460
2023-01-04 Willis Casey Jonathan Officer A-Award A Common Stock 2,000 0.00 8,024
2023-01-04 ROUSEY JAMES PATRICK Officer A-Award A Common Stock 1,397 0.00 14,509
2023-01-04 Pendygraft Donald Shay Officer A-Award A Common Stock 798 0.00 2,546
2023-01-04 MILLER THEODORE CLAYTON Officer A-Award A Common Stock 2,000 0.00 15,292
2023-01-04 Ditto Douglas Paul Officer A-Award A Common Stock 5,986 0.00 45,394
2023-01-04 Betack Bradley John Officer A-Award A Common Stock 200 0.00 200
2023-01-03 CORRELL JESSE T Officer A-Award A Common Stock 11,572 0.00 73,755
2022-12-31 ROUSEY JAMES PATRICK Officer 0 0.00 0
2022-12-30 CORRELL JESSE T Officer S-Sale D Common Stock 386 0.00 204,909
2022-12-28 Ochs Peter L Director A-Award A Common Stock 498 25.06 12.5K 7,495
2022-12-28 Molnar Gabriel John Director A-Award A Common Stock 598 25.06 15.0K 2,861
2022-12-28 Harmon Thomas Eugene Director A-Award A Common Stock 598 25.06 15.0K 3,437
2022-12-28 Dayton Howard Lape JR Director A-Award A Common Stock 598 25.06 15.0K 10,591
2022-12-28 DARDEN THOMAS F II Director A-Award A Common Stock 598 25.06 15.0K 62,892
2022-12-28 Cortines John Director A-Award A Common Stock 598 25.06 15.0K 4,911
2022-12-28 Chapman April Director A-Award A Common Stock 399 25.06 10.0K 1,129
2022-12-28 CORRELL PRESTON HOWARD Director A-Award A Common Stock 598 25.06 15.0K 2,276
2022-12-20 Ditto Douglas Paul Officer G-Gift D Common Stock 1,000 25.06 25.1K 40,408
2022-08-16 CORRELL JESSE T Officer G-Gift D Common Stock 987 0.00 204,909
2022-02-28 Willis Casey Jonathan Officer A-Award A Common Stock 1,200 0.00 6,024
2022-02-28 ROUSEY JAMES PATRICK Director / Officer A-Award A Common Stock 1,845 0.00 13,112
2022-02-28 MILLER THEODORE CLAYTON Officer A-Award A Common Stock 1,000 0.00 13,292
2022-02-28 Ditto Douglas Paul Officer A-Award A Common Stock 6,457 0.00 41,408
2022-02-14 CORRELL JESSE T Director / Officer / 10% Owner A-Award A Common Stock 7,380 0.00 62,183
2022-01-03 Cortines John Director P-Purchase A Common Stock 100 28.00 2.8K 4,013
2021-12-31 CORRELL JESSE T Director / Officer / 10% Owner S-Sale D Common Stock 701 0.00 204,909
2021-12-21 Ochs Peter L Director A-Award A Common Stock 545 27.50 15.0K 6,997
2021-12-21 Molnar Gabriel John Director A-Award A Common Stock 545 27.50 15.0K 2,263
2021-12-21 Harmon Thomas Eugene Director A-Award A Common Stock 545 27.50 15.0K 2,839
2021-12-21 Dayton Howard Lape JR Director A-Award A Common Stock 545 27.50 15.0K 9,993
2021-12-21 DARDEN THOMAS F II Director A-Award A Common Stock 545 27.50 15.0K 62,294
2021-12-21 Cortines John Director A-Award A Common Stock 454 27.50 12.5K 3,913
2021-12-21 Chapman April Director A-Award A Common Stock 545 27.50 15.0K 730
2021-12-21 CORRELL PRESTON HOWARD Director A-Award A Common Stock 545 27.50 15.0K 1,678
2021-07-21 CORRELL JESSE T Director / Officer / 10% Owner G-Gift D Common Stock 1,039 0.00 204,909
2021-07-09 Betack Bradley John Officer 0 0.00 0
2021-04-09 Cortines John Director P-Purchase A Common Stock 191 25.50 4.9K 3,459
2021-02-23 CORRELL PRESTON HOWARD Director P-Purchase A Common Stock 3 28.00 84.00 1,133
2021-02-23 CORRELL JESSE T Director / Officer / 10% Owner S-Sale D Common Stock 1,083 0.00 204,909
2021-02-19 Ditto Douglas Paul Officer A-Award A Common Stock 5,555 0.00 34,951
2020-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 1,201,876
2020-12-23 Ditto Douglas Paul Officer G-Gift D Common Stock 3,000 26.50 79.5K 29,396
2020-12-22 Ochs Peter L Director A-Award A Common Stock 555 27.00 15.0K 6,452
2020-12-22 Molnar Gabriel John Director A-Award A Common Stock 555 27.00 15.0K 1,718
2020-12-22 Harmon Thomas Eugene Director A-Award A Common Stock 462 27.00 12.5K 2,294
2020-12-22 Dayton Howard Lape JR Director A-Award A Common Stock 555 27.00 15.0K 9,448
2020-12-22 DARDEN THOMAS F II Director A-Award A Common Stock 555 27.00 15.0K 61,749
2020-12-22 Cortines John Director A-Award A Common Stock 555 27.00 15.0K 3,268
2020-12-22 Chapman April Director A-Award A Common Stock 185 27.00 5.0K 185
2020-12-22 CORRELL PRESTON HOWARD Director A-Award A Common Stock 555 27.00 15.0K 1,130
2020-12-02 Chapman April Director 0 0.00 0
2020-08-13 FIRST SOUTHERN FUNDING LLC 10% Owner P-Purchase A Common Stock 40,410 29.00 1.17M 400,000
2020-08-13 CUMBERLAND LAKE SHELL INC 10% Owner S-Sale D Common Stock 128,751 29.00 3.73M 128,750
2020-08-13 CORRELL JESSE T Director / Officer / 10% Owner P-Purchase A Common Stock 40,410 29.00 1.17M 400,000
2020-05-06 BORDEN MICHAEL KEITH Officer A-Award A Common Stock 185 0.00 1,135
2020-02-25 Willis Casey Jonathan Officer A-Award A Common Stock 500 0.00 4,324
2020-02-25 ROUSEY JAMES PATRICK Director / Officer A-Award A Common Stock 752 0.00 11,267
2020-02-25 Ditto Douglas Paul Officer A-Award A Common Stock 4,511 0.00 32,396
2020-01-14 Cortines John Director P-Purchase A Common Stock 900 35.30 31.8K 2,713
2019-12-31 Crall Brian J 0 0.00 0
2019-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 1,201,876
2019-12-31 BRINCK JOSEPH A II 0 0.00 0
2019-12-31 ATTKISSON RANDALL L 0 0.00 0
2019-12-23 Ochs Peter L Director A-Award A Common Stock 352 35.50 12.5K 5,897
2019-12-23 Molnar Gabriel John Director A-Award A Common Stock 422 35.50 15.0K 1,163
2019-12-23 Harmon Thomas Eugene Director A-Award A Common Stock 422 35.50 15.0K 1,832
2019-12-23 Dayton Howard Lape JR Director A-Award A Common Stock 422 35.50 15.0K 8,893
2019-12-23 DARDEN THOMAS F II Director A-Award A Common Stock 422 35.50 15.0K 61,194
2019-12-23 Cortines John Director A-Award A Common Stock 422 35.50 15.0K 1,713
2019-12-23 CORRELL PRESTON HOWARD Director A-Award A Common Stock 422 35.50 15.0K 575
2019-12-23 ATTKISSON RANDALL L Director A-Award A Common Stock 140 35.50 5.0K 4,093
2019-08-13 Cortines John Director P-Purchase A Common Stock 340 33.01 11.2K 1,291
2019-07-23 Cortines John Director P-Purchase A Common Stock 158 32.00 5.1K 851
2019-07-22 Cortines John Director P-Purchase A Common Stock 150 31.50 4.7K 693
2019-07-19 Cortines John Director P-Purchase A Common Stock 100 30.75 3.1K 543
2019-03-26 FIRST SOUTHERN FUNDING LLC 10% Owner P-Purchase A Common Stock 13,558 30.10 408.1K 359,590
2019-03-26 ESTATE OF WARD F. CORRELL 10% Owner S-Sale D Common Stock 13,558 30.10 408.1K 0
2019-03-26 CORRELL KIRK A. 10% Owner S-Sale D Common Stock 13,558 30.10 408.1K 0
2019-03-26 CORRELL JESSE T Director / Officer / 10% Owner S-Sale D Common Stock 13,558 30.10 408.1K 0
2019-03-04 Cortines John Director P-Purchase A Common Stock 190 30.61 5.8K 443
2019-02-05 ROUSEY JAMES PATRICK Director / Officer A-Award A Common Stock 1,162 0.00 8,438
2019-02-05 Ditto Douglas Paul Officer A-Award A Common Stock 4,151 0.00 25,485
2018-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 1,201,876
2018-12-21 Ochs Peter L Director A-Award A Common Stock 384 32.50 12.5K 3,545
2018-12-21 Molnar Gabriel John Director A-Award A Common Stock 461 32.50 15.0K 741
2018-12-21 Harmon Thomas Eugene Director A-Award A Common Stock 461 32.50 15.0K 1,410
2018-12-21 Dayton Howard Lape JR Director A-Award A Common Stock 461 32.50 15.0K 7,998
2018-12-21 DARDEN THOMAS F II Director A-Award A Common Stock 307 32.50 10.0K 60,772
2018-12-21 Crall Brian J Director A-Award A Common Stock 153 32.50 5.0K 841
2018-12-21 Cortines John Director A-Award A Common Stock 153 32.50 5.0K 153
2018-12-21 CORRELL PRESTON HOWARD Director A-Award A Common Stock 153 32.50 5.0K 153
2018-12-21 ATTKISSON RANDALL L Director A-Award A Common Stock 461 32.50 15.0K 3,953
2018-12-05 Cortines John Director 0 0.00 0
2018-12-05 CORRELL PRESTON HOWARD Director 0 0.00 0
2018-11-01 BORDEN MICHAEL KEITH Officer A-Award A Common Stock 164 30.40 5.0K 784
2018-06-13 DARDEN THOMAS F II Director I Common Stock 0 0.00 60,465
2018-05-01 BORDEN MICHAEL KEITH Officer A-Award A Common Stock 200 25.01 5.0K 620
2018-01-30 Ditto Douglas Paul Officer A-Award A Common Stock 3,600 25.00 90.0K 23,734
2018-01-24 CORRELL JESSE T Director / Officer / 10% Owner A-Award A Common Stock 5,600 0.00 54,827
2017-12-31 DOCKTER DOUGLAS Officer 0 0.00 0
2017-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 1,201,876
2017-12-21 Ochs Peter L Director A-Award A Common Stock 400 25.00 10.0K 5,161
2017-12-21 Molnar Gabriel John Director A-Award A Common Stock 280 25.00 7.0K 280
2017-12-21 Harmon Thomas Eugene Director A-Award A Common Stock 480 25.00 12.0K 949
2017-12-21 Dayton Howard Lape JR Director A-Award A Common Stock 480 25.00 12.0K 8,010
2017-12-21 Crall Brian J Director A-Award A Common Stock 480 25.00 12.0K 1,863
2017-12-21 ATTKISSON RANDALL L Director A-Award A Common Stock 440 25.00 11.0K 3,492
2017-08-01 ROUSEY JAMES PATRICK Director / Officer A-Award A Common Stock 2,077 19.25 40.0K 2,077
2017-08-01 FIRST SOUTHERN FUNDING LLC 10% Owner P-Purchase A Common Stock 4,035 19.25 77.7K 346,032
2017-08-01 Crall Brian J Director P-Purchase A Common Stock 375 19.25 7.2K 800
2017-08-01 CORRELL JESSE T Director / Officer / 10% Owner P-Purchase A Common Stock 4,035 19.25 77.7K 346,032
2017-06-14 Pendygraft Donald Shay Officer D Common Stock 0 0.00 1,051
2017-06-13 Willis Casey Jonathan Officer D Common Stock 0 0.00 2,824
2017-06-13 Molnar Gabriel John Director 0 0.00 0
2017-03-22 Ditto Douglas Paul Officer A-Award A Common Stock 4,000 17.50 70.0K 20,134
2017-03-22 CORRELL JESSE T Director / Officer / 10% Owner A-Award A Common Stock 6,285 0.00 49,227
2016-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 1,201,876
2016-12-21 Ochs Peter L Director A-Award A Common Stock 703 17.05 12.0K 2,761
2016-12-21 Harmon Thomas Eugene Director A-Award A Common Stock 469 17.05 8.0K 469
2016-12-21 Dayton Howard Lape JR Director A-Award A Common Stock 762 17.05 13.0K 7,530
2016-12-21 BRINCK JOSEPH A II Director A-Award A Common Stock 645 17.05 11.0K 2,796
2016-12-21 ATTKISSON RANDALL L Director A-Award A Common Stock 762 17.05 13.0K 3,052
2016-10-13 CORRELL JESSE T Director / Officer / 10% Owner J-Other A Common Stock 329 138,944.25 45.71M 204,909
2016-07-14 ESTATE OF WARD F. CORRELL 10% Owner D Common Stock 0 0.00 13,324
2016-07-14 CORRELL KIRK A. 10% Owner I Common Stock 0 0.00 13,324
2016-03-23 Harmon Thomas Eugene Director 0 0.00 0
2016-02-10 ROUSEY JAMES PATRICK Director / Officer A-Award A Common Stock 3,503 14.27 50.0K 7,276
2016-02-10 MILLER THEODORE CLAYTON Officer A-Award A Common Stock 1,471 14.27 21.0K 12,292
2016-02-10 Ditto Douglas Paul Officer A-Award A Common Stock 3,503 14.27 50.0K 16,134
2016-02-10 CORRELL JESSE T Director / Officer / 10% Owner A-Award A Common Stock 3,503 0.00 42,942
2016-02-10 BORDEN MICHAEL KEITH Officer A-Award A Common Stock 420 14.27 6.0K 420
2016-02-10 Abel Julie Ann Officer A-Award A Common Stock 350 14.27 5.0K 350
2015-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 72,750
2015-12-22 Ochs Peter L Director A-Award A Common Stock 835 14.36 12.0K 2,058
2015-12-22 Dayton Howard Lape JR Director A-Award A Common Stock 835 14.36 12.0K 6,768
2015-12-22 Crall Brian J Director A-Award A Common Stock 208 14.36 3.0K 208
2015-12-22 CORRELL WARD F Director / 10% Owner A-Award A Common Stock 696 14.36 10.0K 13,324
2015-12-22 BRINCK JOSEPH A II Director A-Award A Common Stock 766 14.36 11.0K 2,151
2015-12-22 ATTKISSON RANDALL L Director A-Award A Common Stock 905 14.36 13.0K 2,290
2015-12-09 Crall Brian J Director I Common Stock 0 0.00 425
2015-03-17 Ditto Douglas Paul Officer P-Purchase A Common Stock 5,703 13.50 77.0K 12,631
2015-03-17 CORRELL JESSE T Director / Officer / 10% Owner A-Award A Common Stock 6,814 0.00 39,439
2015-01-20 Ditto Douglas Paul Officer P-Purchase A Common Stock 500 13.05 6.5K 6,928
2014-12-31 CORRELL JESSE T Director / Officer / 10% Owner D Common Stock 0 0.00 32,625
2014-12-31 ALBIN JOHN SANFORD 0 0.00 0
2014-12-22 Ochs Peter L Director A-Award A Common stock 758 14.50 11.0K 1,223
2014-12-22 Dayton Howard Lape JR Director A-Award A Common Stock 827 14.50 12.0K 5,933
2014-12-22 CORRELL WARD F Director / 10% Owner A-Award A Common Stock 758 14.50 11.0K 12,628
2014-12-22 BRINCK JOSEPH A II Director A-Award A Common Stock 827 14.50 12.0K 13,610
2014-12-22 ATTKISSON RANDALL L Director A-Award A Common Stock 827 14.50 12.0K 1,385
2014-12-22 ALBIN JOHN SANFORD A-Award A Common Stock 758 14.50 11.0K 11,427
2014-07-09 Ditto Douglas Paul Officer P-Purchase A Common Stock 100 12.35 1.2K 6,428
2014-07-07 Ditto Douglas Paul Officer P-Purchase A Common Stock 200 12.35 2.5K 6,328
2014-03-28 CORRELL JESSE T Director / Officer / 10% Owner S-Sale D Common Stock 7,807 38.31 299.1K 204,909
2013-12-31 PERRY WILLIAM WESLEY 0 0.00 0
2013-12-31 Lynn Kendra Ann 0 0.00 0
2013-12-31 Heald Daryl Jack 0 0.00 0
2013-12-31 DARDEN THOMAS F II 0 0.00 0
2013-12-31 CORRELL JESSE T Director / Officer / 10% Owner I Common Stock 0 0.00 341,997
2013-12-23 Ochs Peter L Director A-Award A Common Stock 465 10.75 5.0K 2,465
2013-12-23 Dayton Howard Lape JR Director A-Award A Common Stock 558 10.75 6.0K 5,106

Executive team

Top executives
EBIT / Employee
546.7K
Shares Outstanding
3.14M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Casey J. Willis Vice President 200.0K 300.0K 50.0K 12.0K 562.0K 8.90%
2 2024 Jesse T. Correll Chief Executive Officer 217.5K 9.00 235.0K 13.1K 465.6K 50.48%
3 2024 Douglas P. Ditto Vice President 187.5K 200.0K 11.3K 398.8K 0.00%
4 2024 Theodore C. Miller Chief Financial Officer 117.5K 69.9K 30.1K 7.1K 224.6K 13.40%
5 2023 Casey Willis Vice President 200.0K 274.8K 50.1K 12.0K 536.9K 9.33%
6 2023 Jesse T. Correll Chief Executive Officer 217.5K 6.00 290.0K 13.1K 520.6K 55.71%
7 2023 Douglas P. Ditto Vice President 187.5K 100.0K 150.0K 11.3K 448.8K 33.43%
8 2023 Theodore C. Miller Chief Financial Officer 117.3K 49.9K 50.1K 7.0K 224.3K 22.34%
9 2022 Jesse T. Correll Chief Executive Officer 217.5K 2.00 200.0K 11.7K 429.2K 46.60%
10 2022 Douglas P. Ditto Vice President 187.5K 15.00 175.0K 10.0K 372.5K 46.98%
11 2022 James P. Rousey President 130.0K 125.0K 50.0K 7.0K 312.0K 16.03%
12 2021 Jesse T. Correll Chief Executive Officer 195.0K 150.0K 7.7K 352.7K 0.00%
13 2021 Douglas P. Ditto Vice President 161.3K 15.00 150.0K 6.4K 317.6K 47.22%
14 2021 James P. Rousey President 115.0K 150.0K 4.5K 269.5K 0.00%
15 2020 Douglas P. Ditto Vice President 142.5K 9.00 150.0K 5.5K 298.0K 50.33%
16 2020 Jesse T. Correll Chief Executive Officer 180.0K 100.0K 6.9K 286.9K 0.00%
17 2020 James P. Rousey President 100.0K 125.0K 25.0K 3.9K 253.9K 9.85%
18 2019 Jesse T. Correll Chief Executive Officer 180.0K 90.0K 7.2K 277.2K 0.00%
19 2019 Douglas P. Ditto Vice President 142.5K 125.0K 5.7K 273.2K 45.76%
20 2019 James P. Rousey President 100.0K 90.0K 35.0K 3.7K 228.7K 15.31%
21 2018 Jesse T. Correll Chief Executive Officer 176.3K 140.0K 6.4K 323.1K 43.33%
22 2018 Douglas P. Ditto Vice President 138.8K 90.0K 5.4K 234.2K 38.43%
23 2018 James P. Rousey President 95.0K 115.0K 1.9K 211.9K 0.00%
24 2017 Jesse T. Correll Chief Executive Officer 175.0K 110.0K 7.0K 292.0K 37.67%
25 2017 James P. Rousey President 190.0K 90.0K 4.0K 284.0K 0.00%
26 2017 Douglas P. Ditto Vice President 127.3K 70.0K 5.1K 202.4K 34.58%
27 2016 James P. Rousey President 190.0K 50.0K 244.0K 20.49%
28 2016 Jesse T. Correll Chief Executive Officer 175.0K 50.0K 7.0K 232.0K 21.55%
29 2016 Douglas P. Ditto Vice President 120.0K 50.0K 174.8K 28.60%
30 2015 Jesse T. Correll Chief Executive Officer 175.0K 92.0K 274.3K 33.54%
31 2015 James P. Rousey President 165.0K 92.0K 260.2K 0.00%
32 2015 Douglas P. Ditto Vice President 120.0K 77.0K 202.0K 38.12%
33 2014 Jesse T. Correll Chief Executive Officer 175.0K 7.0K 182.0K 0.00%
34 2014 Casey J. Willis Vice President 100.0K 75.0K 1.2K 176.2K 0.00%
35 2014 James P. Rousey President 165.0K 2.5K 167.5K 0.00%
36 2014 Theodore C. Miller Secretary/Senior Vice President 125.0K 1.9K 126.9K 0.00%
37 2014 Douglas P. Ditto Vice President 120.0K 4.8K 124.8K 0.00%
38 2014 Douglas A. Dockter Vice President 100.0K 4.0K 2.7K 106.7K 0.00%
39 2013 Jesse T. Correll Chief Executive Officer 175.0K 7.0K 182.0K 0.00%
40 2013 James P. Rousey President 165.0K 7.1K 172.1K 0.00%
41 2013 Theodore C. Miller Secretary/Senior Vice President 125.0K 1.9K 126.9K 0.00%
42 2013 Douglas P. Ditto Vice President 120.0K 4.8K 124.8K 0.00%
43 2013 Douglas A. Dockter Vice President 100.0K 2.5K 2.1K 104.6K 0.00%
44 2012 Jesse T. Correll Chief Executive Officer 161.8K 75.0K 75.0K 6.7K 318.5K 23.55%
45 2012 James P. Rousey President 155.0K 50.0K 50.0K 9.6K 264.6K 18.90%
46 2012 Douglas P. Ditto Vice President 109.5K 60.0K 60.0K 4.4K 233.8K 25.66%
47 2012 Theodore C. Miller Secretary/Senior Vice President 117.5K 30.0K 30.0K 1.7K 179.2K 16.74%
48 2012 Douglas A. Dockter Vice President 100.0K 12.0K 2.8K 114.8K 0.00%
49 2011 Jesse T. Correll Chief Executive Officer 150.0K 50.0K 6.0K 206.0K 0.00%
50 2011 James P. Rousey President 145.0K 35.0K 7.6K 187.6K 0.00%
51 2011 Douglas P. Ditto Chief Investment Officer appointed 7/17/2009 100.1K 50.0K 4.0K 154.0K 0.00%
52 2011 Douglas P. Ditto Vice President 100.1K 50.0K 4.0K 154.0K 0.00%
53 2011 Theodore C. Miller Secretary/Senior Vice President 110.0K 25.0K 720.00 135.7K 0.00%
54 2011 Douglas A. Dockter Vice President 100.0K 6.5K 2.8K 109.3K 0.00%
55 2010 Jesse T. Correll Chief Executive Officer 145.4K 50.0K 4.7K 200.1K 0.00%
56 2010 James P. Rousey President 142.7K 25.0K 6.0K 173.7K 0.00%
57 2010 Theodore C. Miller Secretary/Senior Vice President 110.0K 20.0K 1.2K 131.2K 0.00%
58 2010 Douglas P. Ditto Chief Investment Officer appointed 7/17/2009 100.0K 25.0K 3.0K 128.0K 0.00%
59 2010 Douglas A. Dockter Vice President 100.0K 5.5K 2.3K 107.8K 0.00%
60 2010 Randall L. Attkisson Chief Operating Officer to 7/1/08
61 2009 Jesse T. Correll Chief Executive Officer 140.6K 4.3K 144.9K 0.00%
62 2009 James P. Rousey President 140.0K 983.00 141.0K 0.00%
63 2009 Theodore C. Miller Secretary/Senior Vice President 110.0K 1.5K 111.5K 0.00%
64 2009 Douglas P. Ditto Chief Investment Officer appointed 7/17/2009 100.0K 3.1K 103.1K 0.00%
65 2009 Douglas A. Dockter Vice President 100.0K 1.4K 101.4K 0.00%
66 2009 Randall L. Attkisson Chief Operating Officer to 7/1/08
67 2008 James P. Rousey President 145.0K 25.0K 6.8K 176.8K 0.00%
68 2008 Jesse T. Correll Chief Executive Officer 150.0K 9.0K 159.0K 0.00%
69 2008 Theodore C. Miller Secretary/Senior Vice President 110.0K 20.0K 3.0K 133.0K 0.00%
70 2008 Douglas A. Dockter Vice President 100.0K 2.8K 102.8K 0.00%
71 2008 Randall L. Attkisson Chief Operating Officer to 7/1/08 80.8K 4.8K 85.6K 0.00%
72 2007 James P. Rousey President 145.0K 25.0K 6.9K 176.9K 0.00%
73 2007 Randall L. Attkisson Chief Operating Officer 110.5K 25.0K 6.5K 142.0K 0.00%
74 2007 Randall L. Attkisson Chief Operating Officer to 7/1/08 110.5K 25.0K 6.5K 142.0K 0.00%
75 2007 Jesse T. Correll Chief Executive Officer 111.1K 25.0K 4.4K 140.5K 0.00%
76 2007 Theodore C. Miller Secretary/Senior Vice President 110.0K 20.1K 3.1K 133.1K 0.00%
77 2007 Douglas A. Dockter Vice President 100.0K 4.0K 2.8K 106.8K 0.00%
78 2006 James P. Rousey President 137.9K 7.0K 144.9K 0.00%
79 2006 Theodore C. Miller Secretary/Senior Vice President 102.9K 15.0K 3.8K 121.7K 0.00%
80 2006 Douglas A. Dockter Vice President 100.0K 5.5K 3.3K 108.8K 0.00%
81 2006 Randall L. Attkisson Chief Operating Officer to 7/1/08 75.0K 4.7K 79.7K 0.00%
82 2006 Randall L. Attkisson Chief Operating Officer 75.0K 4.7K 79.7K 0.00%
83 2006 Jesse T. Correll Chief Executive Officer 75.0K 4.7K 79.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-05-14 DEF 14A
2024-05-15 DEF 14A
2023-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-03-25 10-K
2026-03-09 4
2026-03-06 5
2026-02-06 8-K
2026-02-06 4
2026-01-15 5
2025-12-29 4
2025-12-22 4
2025-12-22 4
2025-12-22 4

Executive team

NameTitleCompensationGender
Jesse Thomas Correll President, Chairman & Chief Executive Officer 588.3K male
Daniel Roberts Vice President 261.2K male
Theodore Clayton Miller Senior Vice President & Chief Financial Officer 257.1K male
Jacob Joncarl Andrew Chief Investment Officer & Vice President male
Bradley John Betack Secretary male
Julie Ann Abel Vice President & Treasurer female
Michael Keith Borden Vice President & Chief Operating Officer male
ESG Rating
B
INSURANCE - LIFE
Rank: 14 out of 39
2017
E (Environmental)
68.2 / 66.1
Company / Sector avg.
S (Social)
62.4 / 78.2
Company / Sector avg.
G (Governance)
61.8 / 68.8
Company / Sector avg.
ESG Total
64.1 / 71.0
Company / Sector avg.
ESG Score History INSURANCE - LIFE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-03-20 2020-08-13 Harley E. Rouda CA48 Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits