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 04, 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 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 74,984.9731 |
Ending reported balance
After 2026-05-29 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-01-30 · Other · Acquired 354.7976 · Balance 73,519.7699 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 355.0829 · Balance 73,874.8528 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 367.2048 · Balance 74,242.0576 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 362.8158 · Balance 74,604.8734 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 380.0997 · Balance 74,984.9731 F1: These shares were purchased through the Citizens, Inc. 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, Inc. 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 30, 2022 Filed Feb 9, 2023 21:33 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 824.0084 | $2.40 | $1,977.62 |
DisclosureSEC source: 0000024090-23-000009 · wf-form5_167597837852636.xml · nonDerivative · entry 4 Davis Jerry · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,178.8675 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 21:33 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 674.7423 | $2.93 | $1,976.99 |
DisclosureSEC source: 0000024090-23-000009 · wf-form5_167597837852636.xml · nonDerivative · entry 3 Davis Jerry · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,354.8591 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 21:33 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 670.2013 | $2.95 | $1,977.09 |
DisclosureSEC source: 0000024090-23-000009 · wf-form5_167597837852636.xml · nonDerivative · entry 2 Davis Jerry · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,680.1168 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 21:33 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 593.8477 | $3.34 | $1,983.45 |
DisclosureSEC source: 0000024090-23-000009 · wf-form5_167597837852636.xml · nonDerivative · entry 1 Davis Jerry · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,009.9155 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 Sep 30, 2022 19:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 534.5124 | $3.71 | $1,983.04 |
DisclosureSEC source: 0000024090-22-000094 · wf-form4_166456705495721.xml · nonDerivative · entry 4 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,416.0678 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 29, 2022 Filed Sep 30, 2022 19:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 500.0704 | $3.97 | $1,985.28 |
DisclosureSEC source: 0000024090-22-000094 · wf-form4_166456705495721.xml · nonDerivative · entry 3 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,881.5554 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 05, 2022 Filed Sep 30, 2022 19:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 485.9948 | $4.09 | $1,987.72 |
DisclosureSEC source: 0000024090-22-000094 · wf-form4_166456705495721.xml · nonDerivative · entry 2 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,381.485 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 20:20 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantCitizens, Inc. Class A Common Stock · Derivative | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000075 · wf-form4_165480601419023.xml · derivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · 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 03, 2022 Filed Sep 30, 2022 19:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 281.4902 | $3.52 | $990.85 |
DisclosureSEC source: 0000024090-22-000094 · wf-form4_166456705495721.xml · nonDerivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,895.4902 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:31 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000059 · wf-form4_165455107962699.xml · derivative · entry 2 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,023 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 June 2, 2021, the reporting person was granted 2,023 restricted stock units, vesting on June 2, 2022. F2 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 2,023 restricted stock units, vesting on June 2, 2022. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:31 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 2,023 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-22-000059 · wf-form4_165455107962699.xml · nonDerivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,614 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 |
| June 02, 2021 Filed Jun 4, 2021 20:40 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038267 · doc4.xml · derivative · entry 3 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,023 Underlying: Class A Common Stock · 2,023 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. F3 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 2, 2022), subject to the director's continued service on the Board of Directors through such date. F3 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 2, 2022), subject to the director's continued service on the Board of Directors through such date. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:40 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038267 · doc4.xml · derivative · entry 2 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,575 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 June 2, 2020, the reporting person was granted 1,575 restricted stock units, vesting on June 2, 2021. F2 · derivative.expiration_date: On June 2, 2020, the reporting person was granted 1,575 restricted stock units, vesting on June 2, 2021. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:40 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-038267 · doc4.xml · nonDerivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,591 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 |
| June 04, 2020 Filed Jun 8, 2020 18:31 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034925 · doc4.xml · derivative · entry 2 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,556 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: Restricted stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 4, 2019, the reporting person was granted 1,556 restricted stock units, vesting on June 4, 2020. F2 · derivative.expiration_date: On June 4, 2019, the reporting person was granted 1,556 restricted stock units, vesting on June 4, 2020. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 18:31 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,556 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-034925 · doc4.xml · nonDerivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,016 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: Restricted stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 16:59 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034372 · doc4.xml · derivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575 Underlying: Class A Common Stock · 1,575 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: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 2, 2021). F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 2, 2021). Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 21:04 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 1,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034797 · doc4.xml · derivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,556 Underlying: Class A Common Stock · 1,556 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: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 4, 2020). F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 4, 2020). Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 16:19 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010910 · doc4.xml · derivative · entry 2 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,460 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 February 15, 2018, the reporting person was granted 1,460 restricted stock units, vesting on February 15, 2019. F2 · derivative.expiration_date: On February 15, 2018, the reporting person was granted 1,460 restricted stock units, vesting on February 15, 2019. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 16:19 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-010910 · doc4.xml · nonDerivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 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 |
| February 15, 2018 Filed Feb 20, 2018 16:23 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 1,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011155 · doc4.xml · derivative · entry 1 Davis Jerry Dodd Jr. · CIK 0001708795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Class A Common Stock · 1,460 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (February 15, 2019). F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (February 15, 2019). 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.