Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Director | January 30, 2026 | June 22, 2026 |
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 30, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 60,831.3145 |
Ending reported balance
After 2026-06-17 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-01-30 · Other · Acquired 88.6981 · Balance 48,453.0183 F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Row 2 · 2026-02-27 · Other · Acquired 88.7698 · Balance 48,541.7881 F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Row 3 · 2026-04-07 · Other · Acquired 91.8003 · Balance 48,633.5884 F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Row 4 · 2026-05-05 · Other · Acquired 90.7026 · Balance 48,724.291 F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Row 5 · 2026-05-29 · Other · Acquired 95.0235 · Balance 48,819.3145 F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Row 6 · 2026-06-17 · Exercise / conversion · Acquired 12,012 · Balance 60,831.3145 F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-17 · Exercise / conversion · Disposed 12,012 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F3: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,042 |
Reported balance
After 2026-06-17 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-06-17 · Grant · Acquired 7,042 · Balance 7,042 F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F4: On June 17, 2026, the reporting person was granted 7,042 restricted stock units, vesting on June 17, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction.
F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
F3: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026.
F4: On June 17, 2026, the reporting person was granted 7,042 restricted stock units, vesting on June 17, 2027.
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 |
|---|---|---|---|---|---|---|
| May 05, 2023 Filed Jun 8, 2023 19:34 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 278.6441 | $1.76 | $490.41 |
DisclosureSEC source: 0000024090-23-000078 · wf-form4_168625283830455.xml · nonDerivative · entry 4 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,208.2022 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 03, 2023 Filed Jun 8, 2023 19:34 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 139.5887 | $3.55 | $495.54 |
DisclosureSEC source: 0000024090-23-000078 · wf-form4_168625283830455.xml · nonDerivative · entry 3 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,929.5581 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| March 03, 2023 Filed Jun 8, 2023 19:34 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 165.3069 | $2.99 | $494.27 |
DisclosureSEC source: 0000024090-23-000078 · wf-form4_168625283830455.xml · nonDerivative · entry 2 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,789.9694 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| February 03, 2023 Filed Jun 8, 2023 19:34 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 168.3425 | $2.94 | $494.93 |
DisclosureSEC source: 0000024090-23-000078 · wf-form4_168625283830455.xml · nonDerivative · entry 1 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,624.6625 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 30, 2022 Filed Feb 9, 2023 21:49 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 205.999 | $2.40 | $494.40 |
DisclosureSEC source: 0000024090-23-000017 · wf-form5_167597932936963.xml · nonDerivative · entry 5 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,456.32 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 02, 2022 Filed Feb 9, 2023 21:49 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 168.683 | $2.93 | $494.24 |
DisclosureSEC source: 0000024090-23-000017 · wf-form5_167597932936963.xml · nonDerivative · entry 4 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250.321 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 28, 2022 Filed Feb 9, 2023 21:49 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 167.5495 | $2.95 | $494.27 |
DisclosureSEC source: 0000024090-23-000017 · wf-form5_167597932936963.xml · nonDerivative · entry 3 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081.638 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 30, 2022 Filed Feb 9, 2023 21:49 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 148.4604 | $3.34 | $495.86 |
DisclosureSEC source: 0000024090-23-000017 · wf-form5_167597932936963.xml · nonDerivative · entry 2 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,914.0885 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 02, 2022 Filed Feb 9, 2023 21:49 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 133.6281 | $3.71 | $495.76 |
DisclosureSEC source: 0000024090-23-000017 · wf-form5_167597932936963.xml · nonDerivative · entry 1 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765.6281 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 20:24 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantCitizens, Inc. Class A Common Stock · Derivative | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000076 · wf-form4_165480627092547.xml · derivative · entry 1 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Citizens, Inc. Class A Common Stock · 8,333 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: On June 7, 2022, the reporting person was granted 8,333 restricted stock units, vesting on June 7, 2023. F2 · derivative.expiration_date: On June 7, 2022, the reporting person was granted 8,333 restricted stock units, vesting on June 7, 2023. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:29 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,632 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000057 · wf-form4_165455093914202.xml · derivative · entry 2 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,632 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. F2 · derivative.exercise_date: On August 1, 2021, the reporting person was granted 1,632 restricted stock units, vesting on June 2, 2022. F2 · derivative.expiration_date: On August 1, 2021, the reporting person was granted 1,632 restricted stock units, vesting on June 2, 2022. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:29 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,632 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-22-000057 · wf-form4_165455093914202.xml · nonDerivative · entry 1 TAYLOR MARY · CIK 0001877855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.