Insider · CIK 0001422288
JoEllen Legg
Files at UTG (REAVES UTILITY INCOME FUND). First filing Oct 16, 2024, latest Jun 25, 2026.
In brief
JoEllen Legg files SEC Form 4 as director at UTG (REAVES UTILITY INCOME FUND). Since Oct 16, 2024, JoEllen Legg has reported 4 open-market buys worth $54k and 0 open-market sells worth $0, the latest filed on Jun 25, 2026.
After JoEllen Legg's past buys, the stock beat the S&P 500 by a median 7.7% over six months (n = 3), and 100% of those buys were ahead of the index at six months. InsiderTell labels that a positive record.
The newest scored trade: bought $25k of UTG on Jun 24, 2026, filed Jun 25, 2026, scored 31 (weak). In the last 12 months: 1 buy worth $25k and 0 sells worth $0.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
UTG: REAVES UTILITY INCOME FUND
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 31Weak | REAVES UTILITY INCOME FUND | $25k 580 shares | +16% | +23% from low-5% from high | |
| 23Weak | UTGbuy REAVES UTILITY INCOME FUND | $9,813 298 shares | +10% | - | |
| 23Weak | UTGbuy REAVES UTILITY INCOME FUND | $9,796 294 shares | +11% | - | |
| 18Weak | UTGbuy REAVES UTILITY INCOME FUND | $9,789 300 shares | +13% | - |
Transactions
Every row this insider has filed, 4 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | UTG REAVES UTILITY INCOME FUND | POpen-market purchase Common Shares of Beneficial Interest | +580 | $42.62 | $25k | 4,096 | Jun 25, 2026 |
| Dec 16, 2024 | UTG REAVES UTILITY INCOME FUND | POpen-market purchase Common Shares of Beneficial Interest | +298 | $32.93 | $9,813 | 3,197 | Dec 17, 2024 |
| Nov 15, 2024 | UTG REAVES UTILITY INCOME FUND | POpen-market purchase Reaves Utility Income Fund | +294 | $33.32 | $9,796 | 2,885 | Nov 18, 2024 |
| Oct 15, 2024 | UTG REAVES UTILITY INCOME FUND | POpen-market purchase Reaves Utility Income Fund | +300 | $32.63 | $9,789 | 2,565 | Oct 16, 2024 |
Questions about JoEllen Legg
Answered from the filings on this page, as of the latest one.
Is JoEllen Legg buying or selling?
In the last 12 months JoEllen Legg reported 1 open-market buy worth $25k and 0 open-market sells worth $0 on SEC Form 4; the latest was bought $25k of UTG on Jun 24, 2026. Grants, option exercises and tax withholding are not counted.
How did JoEllen Legg's past buys perform?
Measured from the first close after each filing, the stock beat the S&P 500 by a median 7.7% over six months across 3 past buys, with 100% ahead of the index. Past results describe what happened; they do not predict the next trade.
Where does JoEllen Legg file Form 4?
JoEllen Legg has filed Form 4 at UTG (REAVES UTILITY INCOME FUND). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.