UTG (Reaves Utility Income Fund)

Insider Trading Activity

Every open-market purchase and sale reported by UTG officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Form 4 Filings
50
most recent
Open-Market Buys
29
code P
Sales
1
code S
Reporting Insiders
21
current holders
UTG — Recent Form 4 Transactions (latest 2026-06-26)
FiledInsiderRole TypeSharesValue
2026-06-26 Joseph Burns Rhame III MIXED
2026-06-25 JoEllen Legg Director Buy
2025-11-12 Joseph Burns Rhame III J
2025-10-27 Joseph Burns Rhame III MIXED
2025-10-27 Joseph Burns Rhame III MIXED
2024-12-17 JoEllen Legg Director Buy
2024-11-18 JoEllen Legg Director Buy
2024-11-14 Joseph Burns Rhame III J
2024-10-16 JoEllen Legg Director Buy
2024-09-19 JoEllen Legg Director Buy
2024-03-27 JoEllen Legg Director Buy
2023-12-15 Joseph Burns Rhame III J
2023-10-24 THOMAS MICHAEL GRIMES MIXED
2023-03-17 Joseph Burns Rhame III MIXED
2023-02-15 Joseph Burns Rhame III MIXED
2022-10-04 Joseph Burns Rhame III Buy
2022-09-23 Joseph Burns Rhame III Buy
2022-09-23 Joseph Burns Rhame III J
2022-09-23 Joseph Burns Rhame III J
2021-11-05 THOMAS W HARMKE MIXED
2020-09-11 LOUIS FRANCISCO CIMINO Buy
2020-03-02 LOUIS FRANCISCO CIMINO Buy
2020-02-28 Joseph Burns Rhame III MIXED
2020-02-27 LOUIS FRANCISCO CIMINO Buy
2020-01-02 Joseph Burns Rhame III MIXED
2019-08-05 Joseph Burns Rhame III MIXED
2019-07-08 ROWLAND OTTO WILHELM JR MIXED
2019-01-02 RONALD JAMES SORENSON MIXED
2018-12-28 LOUIS FRANCISCO CIMINO Buy
2018-12-19 LOUIS FRANCISCO CIMINO Buy
2018-09-28 LOUIS FRANCISCO CIMINO Buy
2018-06-06 LOUIS FRANCISCO CIMINO Buy
2018-03-19 LOUIS FRANCISCO CIMINO Buy
2017-12-20 ROWLAND OTTO WILHELM JR J
2017-10-18 JEREMY O MAY Buy
2017-10-18 JEREMY O MAY Buy
2017-10-17 JEREMY O MAY Buy
2017-10-13 WILLIAM AVRUM FERER Buy
2017-10-13 LOUIS FRANCISCO CIMINO Buy
2017-10-13 BRIAN WALLACE WEEKS Buy
2017-10-13 ROWLAND OTTO WILHELM JR Buy
2017-10-13 RONALD JAMES SORENSON MIXED
2016-12-14 John Prentiss Bartlett Sell
2016-10-11 LOUIS FRANCISCO CIMINO Buy
2016-06-30 LOUIS FRANCISCO CIMINO Buy
2016-05-26 RONALD JAMES SORENSON MIXED
2016-04-18 LOUIS FRANCISCO CIMINO Buy
2016-01-11 LOUIS FRANCISCO CIMINO Buy
2015-12-29 WILLIAM AVRUM FERER Buy
2015-12-24 TIMOTHY OTTAVIANO PORTER Buy
UTG — Current Insider Holders
InsiderRole Shares HeldValue
24,837
15,222
14,956
13,733
Director 10,000
9,000
7,324
6,399
5,700
4,700
Director 4,095
10%+ Owner 3,050
Director 2,507
1,779
1,632
10%+ Owner 901
799
540
400
Secretary 300
259
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the UTG quote page; the site-wide leaderboard is on the insider transactions hub.