Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | VP, Chief Info. & Ser. Officer | January 29, 2021 | February 02, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CITIZENS, INC.
Report date January 29, 2021 · Filed February 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 326 |
Ending reported balance
After 2021-01-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-01-31 · Exercise / conversion · Acquired 233 · Balance 396 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Row 2 · 2021-01-31 · Tax withholding · Disposed 70 · Balance 326 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,123 |
Reported balance
After 2021-01-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-29 · Grant · Acquired 6,123 · Balance 6,123 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2: Vesting is 1/3 on the first anniversary of the date of the grant (January 29, 2022), 1/3 on the second anniversary of the date of the grant (January 29, 2023) and 1/3 on the third anniversary of the date of the grant (January 29, 2024). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-01-31 · Exercise / conversion · Disposed 163 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F3: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
F2: Vesting is 1/3 on the first anniversary of the date of the grant (January 29, 2022), 1/3 on the second anniversary of the date of the grant (January 29, 2023) and 1/3 on the third anniversary of the date of the grant (January 29, 2024).
F3: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 31, 2021 Filed Feb 2, 2021 21:16 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006740 · doc4.xml · derivative · entry 4 Mellon Chad M · CIK 0001808690 · VP, Chief Info. & Ser. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 163 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F3 · derivative.exercise_date: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). F3 · derivative.expiration_date: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 21:16 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 70 | $6.05 | $423.50 |
DisclosureSEC source: 0001209191-21-006740 · doc4.xml · nonDerivative · entry 2 Mellon Chad M · CIK 0001808690 · VP, Chief Info. & Ser. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326 Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 21:16 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-006740 · doc4.xml · nonDerivative · entry 1 Mellon Chad M · CIK 0001808690 · VP, Chief Info. & Ser. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:16 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 6,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006740 · doc4.xml · derivative · entry 3 Mellon Chad M · CIK 0001808690 · VP, Chief Info. & Ser. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,123 Underlying: Class A Common Stock · 6,123 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: Vesting is 1/3 on the first anniversary of the date of the grant (January 29, 2022), 1/3 on the second anniversary of the date of the grant (January 29, 2023) and 1/3 on the third anniversary of the date of the grant (January 29, 2024). F2 · derivative.expiration_date: Vesting is 1/3 on the first anniversary of the date of the grant (January 29, 2022), 1/3 on the second anniversary of the date of the grant (January 29, 2023) and 1/3 on the third anniversary of the date of the grant (January 29, 2024). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.