Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Corporate Secretary | January 07, 2016 | September 09, 2016 |
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 07, 2016 · Filed September 09, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-08 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2016-01-07 · Other · Acquired 7.2441 · Balance 387.192 F1: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Row 2 · 2016-02-03 · Other · Acquired 7.7554 · Balance 394.9474 F1: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Row 3 · 2016-03-02 · Other · Acquired 6.7218 · Balance 401.6692 F1: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Row 4 · 2016-04-06 · Other · Acquired 6.6544 · Balance 408.3236 F1: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Row 5 · 2016-09-08 · Sale · Disposed 408.3236 · Balance 0 F2: This transaction was an open market sale. |
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.
F2: This transaction was an open market sale.
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 |
|---|---|---|---|---|---|---|
| September 08, 2016 Filed Sep 9, 2016 13:55 UTC | CITIZENS, INC. CIA · Entity 6336 | SaleCitizens, Inc. Class A Common Stock | 408.3236 | $9.85 | $4,021.99 |
DisclosureSEC source: 0001209191-16-140696 · doc4.xml · nonDerivative · entry 5 DUNCAN CHERI D. · CIK 0001644505 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · timeliness: This transaction was an open market sale. Read SEC document |
| April 06, 2016 Filed Sep 9, 2016 13:55 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 6.6544 | $7.48 | $49.77 |
DisclosureSEC source: 0001209191-16-140696 · doc4.xml · nonDerivative · entry 4 DUNCAN CHERI D. · CIK 0001644505 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408.3236 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 Sep 9, 2016 13:55 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 6.7218 | $7.41 | $49.81 |
DisclosureSEC source: 0001209191-16-140696 · doc4.xml · nonDerivative · entry 3 DUNCAN CHERI D. · CIK 0001644505 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401.6692 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 Sep 9, 2016 13:55 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 7.7554 | $6.42 | $49.79 |
DisclosureSEC source: 0001209191-16-140696 · doc4.xml · nonDerivative · entry 2 DUNCAN CHERI D. · CIK 0001644505 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394.9474 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 Sep 9, 2016 13:55 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 7.2441 | $6.87 | $49.77 |
DisclosureSEC source: 0001209191-16-140696 · doc4.xml · nonDerivative · entry 1 DUNCAN CHERI D. · CIK 0001644505 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387.192 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.