Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | General Manager of Subsidiary | December 31, 2017 | January 23, 2018 |
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 December 31, 2017 · Filed January 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 3,024.6611 |
Reported balance
After 2017-12-06 transaction · row 1
1 source rowRow 1 · 2017-12-06 · Other · Acquired 124.8884 · Balance 3,024.6611 F1: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction.
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 |
|---|---|---|---|---|---|---|
| December 06, 2017 Filed Jan 23, 2018 19:20 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 124.8884 | $7.98 | $996.61 |
DisclosureSEC source: 0001209191-18-004857 · doc5.xml · nonDerivative · entry 1 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024.6611 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 131.5784 | $7.57 | $996.05 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 10 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899.7727 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 03, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 133.9261 | $7.44 | $996.41 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 9 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,768.1943 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 12, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 131.2461 | $7.59 | $996.16 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 8 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,634.2682 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 05, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 127.549 | $7.81 | $996.16 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 7 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,503.0221 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 05, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 255.098 | $7.81 | $1,992.32 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 6 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375.4731 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 02, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 118.429 | $8.41 | $995.99 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 5 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120.3751 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 06, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 132.4411 | $7.52 | $995.96 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 4 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,001.9461 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| March 08, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 112.4724 | $8.86 | $996.51 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 3 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869.505 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| February 01, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 106.8978 | $9.32 | $996.29 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 2 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757.0326 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 05, 2017 Filed Nov 6, 2017 18:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 101.2897 | $9.84 | $996.69 |
DisclosureSEC source: 0001209191-17-059378 · doc4.xml · nonDerivative · entry 1 JORGENSEN DAVID S · CIK 0001659098 · General Manager of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650.1348 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 07, 2016 Filed Jan 19, 2017 19:47 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 102.7849 | $9.67 | $993.93 |
DisclosureSEC source: 0001209191-17-004392 · doc5.xml · nonDerivative · entry 1 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548.8451 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 125.7874 | $7.92 | $996.24 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 11 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446.0602 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 05, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 107.7873 | $9.25 | $997.03 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 10 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320.2728 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 08, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 100.291 | $9.94 | $996.89 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 9 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212.4855 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 03, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 114.1199 | $8.73 | $996.27 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 8 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,112.1945 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 07, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 132.3194 | $7.53 | $996.37 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 7 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998.0746 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 02, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 123.2533 | $8.08 | $995.89 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 6 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 865.7552 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 04, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 121.7545 | $7.48 | $910.72 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 5 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742.5019 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 06, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 133.1115 | $7.48 | $995.67 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 4 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620.7474 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| March 02, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 134.4554 | $7.41 | $996.31 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 3 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487.6359 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| February 03, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 155.1265 | $6.42 | $995.91 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 2 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353.1805 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 07, 2016 Filed Nov 4, 2016 14:21 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 144.9485 | $6.87 | $995.80 |
DisclosureSEC source: 0001209191-16-148333 · doc4.xml · nonDerivative · entry 1 JORGENSEN DAVID S · CIK 0001659098 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198.054 F1 · timeliness: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. 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.