$UTG 5 SEC Filings

Filed On	Filing
15 Dec 2023	Form 5: Rhame Joseph Burns Iii, Officer of Investment Advisor Acquired 61.876 shares (Other Transaction) ($1.74K) · Acquired 60.196 shares (Other Transaction) ($1.72K) · Acquired 64.544 shares (Other Transaction) ($1.73K) · 5 more
15 Dec 2022	Form 5: Rhame Joseph Burns Iii, Officer of Investment Advisor Acquired 25.869 shares (Other Transaction) ($745) · Acquired 35.843 shares (Other Transaction) ($977) · Acquired 33.375 shares (Other Transaction) ($984)
14 Jun 2022	Form 5: Papasan Larry W, Trustee Holds 3,745 shares of Common Shares of Beneficial Ownership
11 Jun 2021	Form 5: Swenson Bradley J, President
11 Jun 2021	Form 5: McEwen Kelly, Treasurer
11 Jun 2021	Form 5: Gilomen Karen S, Secretary
08 Dec 2017	Form 5: Papasan Larry W, Trustee Holds 3,745 shares of Common Shares of Beneficial Interest
10 Nov 2016	Form 5: Papasan Larry W, Trustee Holds 3,521 shares of Common Shares of Beneficial Interest
11 Oct 2016	Form 5: Legg JoEllen, Secretary
15 Dec 2015	Form 5: Papasan Larry W, Trustee Holds 3,329 shares of Common shares of beneficial interest
19 Oct 2015	Form 5: Gossard Cory J, Chief Compliance Officer
03 Aug 2015	Form 5: Cory John Allen Tison, Secretary
13 Jan 2015	Form 5: Papasan Larry W, Trustee Holds 3,127 shares of Common Shares of Beneficial Interest
17 Jul 2014	Form 5: Tyler Tane T, Secretary
02 Jun 2014	Form 5: Uhl Theodore, Chief Compliance Officer
14 Mar 2014	Form 5: Johnson Lauren Elizabeth, Treasurer
20 Nov 2013	Form 5: Cory John Allen Tison, Secretary Holds 324 shares of Common Shares of Beneficial Interest
20 Nov 2013	Form 5: Papasan Larry W, Trustee Holds 2,956 shares of Common Shares of Beneficial Interest
04 Dec 2012	Form 5: Papasan Larry W, Trustee Holds 2,770 shares of Common Shares of Beneficial Interest
17 Jul 2012	Form 5: Nickels Monette R., Tax Officer

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