Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Director | January 13, 2017 | January 13, 2017 |
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 13, 2017 · Filed January 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | IndirectSpouse | 419,936 |
Reported balance
After 2017-01-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-01-13 · Gift · Disposed 7,500 · Balance 419,936 F1: Gift from spouse to family member. |
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 2,011,704.0444 |
Reported balance
Holding disclosure · report date 2017-01-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,011,704.0444 |
| Citizens, Inc. Class B Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,001,714 |
Reported balance
Holding disclosure · report date 2017-01-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,001,714 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift from spouse to family member.
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 13, 2017 Filed Jan 13, 2017 22:17 UTC | CITIZENS, INC. CIA · Entity 6336 | GiftCitizens, Inc. Class A Common Stock | 7,500 | $10.38 | $77,850.00 |
DisclosureSEC source: 0001209191-17-003721 · doc4.xml · nonDerivative · entry 1 RILEY HAROLD E · CIK 0000905967 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 419,936 F1 · kind: Gift from spouse to family member. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 16:08 UTC | CITIZENS, INC. CIA · Entity 6336 | SaleCitizens, Inc. Class A Common Stock | 14,000 | $10.53 | $147,420.00 |
DisclosureSEC source: 0001209191-16-156860 · doc4.xml · nonDerivative · entry 1 RILEY HAROLD E · CIK 0000905967 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 427,436 F1 · kind: This transaction was an indirect open market sale by spouse. 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.