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Thomas Harmon

Director at UTG
Board

About Thomas E. Harmon

Independent director of UTG, Inc. since March 2016 and director of Universal Guaranty Life Insurance Company; age 70. Former owner and President of Harmon Foods, Inc., a chain of retail supermarkets he ran for ~40 years; sold the operating parts and now manages the assets of Harmon Foods. Active in charitable work, serving on the board of Amigos En Cristo Ministries. Independence affirmed by the Board under NASDAQ standards .

Past Roles

OrganizationRoleTenureCommittees/Impact
Harmon Foods, Inc.Owner & President~40 years; sold operating parts, now managing assetsRetail operations leadership, asset management
UTG, Inc.DirectorSince March 2016Audit Committee member; attended ≥75% of board/committee meetings in 2024
Universal Guaranty Life Insurance CompanyDirectorSince March 2016Board service

External Roles

OrganizationRoleTenureNotes
Amigos En Cristo MinistriesBoard MemberOngoingNon‑profit service in Juarez, Mexico

Board Governance

  • Committees: Audit Committee (Molnar – Chair, Harmon, Cortines); Compensation Committee (Darden, Cortines, Ochs). Audit Committee met 4 times in 2024; Compensation Committee met once in 2024 .
  • Independence: Board determined seven of eight current directors are independent, including Harmon .
  • Attendance: Board met 5 times in 2024; all directors attended ≥75% of board and committee meetings. Harmon was not listed among those absent from the 2024 annual shareholders’ meeting (exceptions were Dayton, Darden, Chapman, Ochs) .
  • Leadership and nominations: CEO also serves as Board Chair; no lead independent director; full Board handles nominations; no formal nominating committee or charter .
  • Risk oversight: Board oversees risk with management; Audit Committee discusses reporting/accounting risk with external auditors .

Fixed Compensation

Metric20232024
Director compensation policyRetainer $5,000; $2,500 per meeting; paid in UTG common stock; travel reimbursed in cash Retainer $5,000; $2,500 per meeting; paid in UTG common stock; travel reimbursed in cash
Fees earned in cash (Harmon)$0 (stock‑only) $0 (stock‑only)
Stock awards (Harmon)$17,496 $17,500
Per‑share valuation basis$30.01 per share $28.09 per share

Performance Compensation

Performance‑linked metric for directorsDisclosed?Notes
TSR, revenue/EBITDA targets, ESG metrics tied to director payNot disclosedDirector pay consists of stock awards for retainer/meetings; no performance metrics stated

Other Directorships & Interlocks

CompanyRolePublic/PrivateCommittees
UTG, Inc.DirectorPublicAudit Committee member
Universal Guaranty Life Insurance CompanyDirectorSubsidiary (private)Board service

No other public company boards for Harmon are disclosed in his proxy biography .

Expertise & Qualifications

  • Retail operations and asset management (decades operating Harmon Foods) .
  • Audit oversight via Audit Committee service; committee independence under NASDAQ standards; Audit Chair is Molnar (financial expert) .

Equity Ownership

MetricAs of May 1, 2024As of April 30, 2025
Beneficial ownership (shares)4,020 4,643
Shares outstanding (reference)3,169,527 3,154,657
Ownership % of outstanding~0.127% (4,020/3,169,527) ~0.147% (4,643/3,154,657)
Pledged sharesNot disclosed in proxy materials reviewed
Vested vs. unvested breakdownNot disclosed for directors; compensation delivered as stock awards

Section 16(a) reporting: Company reported no late Section 16 filings for 2024 and 2023 .

Governance Assessment

  • Positive signals:

    • Independent director with consistent Audit Committee service; committee met 4 times in 2024 and is fully independent .
    • Director compensation paid solely in stock, creating alignment; Harmon received ~$17.5K stock awards in 2024 .
    • Satisfies ≥75% attendance threshold; not listed among annual meeting absences in 2024 .
  • RED FLAGS / risk context:

    • Combined CEO/Chair with no lead independent director reduces independent oversight .
    • No formal nominating committee; full Board handles nominations without formal policy .
    • Controlling shareholder group (Correll affiliates) holds ~66.2% of shares, concentrating control and affecting minority investor influence .
    • Significant related‑party transactions with affiliates (FSBI/FSF/FSNB), including shared services, an aircraft co‑ownership, and a 2023 loan participation to a company owned/managed by a UTG director (fully repaid in 2024), elevating conflict risk .
    • Charter language permits interested directors to be counted toward quorum and to vote on transactions where they have interests, provided disclosure—shareholder‑unfriendly governance provision .
  • Forward‑looking compensation note:

    • 2025 Stock Option Plan (subject to shareholder approval) authorizes up to 300,000 shares in options for employees, officers, directors, and service providers; exercise price at or above fair market value; change‑in‑control provisions may allow accelerated vesting or cash‑outs—could introduce options into director compensation mix if the Board elects to grant to directors .