Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Chief Legal Officer | March 31, 2026 | April 02, 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 March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 99,350 |
Ending reported balance
After 2026-03-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-31 · Exercise / conversion · Acquired 5,128 · Balance 94,142 F1: On March 31, 2025, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2025 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2026) an dthe second anniversary of the date of the grant (March 31, 2027) and the third anniversary of the date of the grant (March 31, 2028). Row 2 · 2026-03-31 · Tax withholding · Disposed 1,249 · Balance 92,893 Row 3 · 2026-03-31 · Exercise / conversion · Acquired 8,536 · Balance 101,429 F2: On March 31, 2023, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2024) and the second anniversary of the date of the grant (March 31, 2025) and the third anniversary of the date of the grant (March 31, 2026). Row 4 · 2026-03-31 · Tax withholding · Disposed 2,079 · Balance 99,350 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,256 |
Reported balance
After 2026-03-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-31 · Exercise / conversion · Disposed 5,128 · Balance 10,256 F3: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F1: On March 31, 2025, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2025 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2026) an dthe second anniversary of the date of the grant (March 31, 2027) and the third anniversary of the date of the grant (March 31, 2028). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-31 · Exercise / conversion · Disposed 8,536 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2: On March 31, 2023, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2024) and the second anniversary of the date of the grant (March 31, 2025) and the third anniversary of the date of the grant (March 31, 2026). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,916 |
Reported balance
After 2026-03-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-31 · Grant · Acquired 13,916 · Balance 13,916 F3: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F4: On March 31, 2026, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2026 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2027) an dthe second anniversary of the date of the grant (March 31, 2028) and the third anniversary of the date of the grant (March 31, 2029). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,174 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 15,174 F3: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F5: On March 28, 2024, the reporting person was granted an award of restricted stock units (RSUs) under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,904 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 10,904 F3: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F6: On March 28, 2024, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). |
Filing footnotes · ownership attribution and instrument terms
F1: On March 31, 2025, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2025 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2026) an dthe second anniversary of the date of the grant (March 31, 2027) and the third anniversary of the date of the grant (March 31, 2028).
F2: On March 31, 2023, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2024) and the second anniversary of the date of the grant (March 31, 2025) and the third anniversary of the date of the grant (March 31, 2026).
F3: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
F4: On March 31, 2026, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2026 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2027) an dthe second anniversary of the date of the grant (March 31, 2028) and the third anniversary of the date of the grant (March 31, 2029).
F5: On March 28, 2024, the reporting person was granted an award of restricted stock units (RSUs) under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027).
F6: On March 28, 2024, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 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 |
|---|---|---|---|---|---|---|
| March 28, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 32,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · derivative · entry 14 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,710 Underlying: Class A Common Stock · 32,710 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F6 · derivative.exercise_date: On March 28, 2024, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for 2024 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). F6 · derivative.expiration_date: On March 28, 2024, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for 2024 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). Read SEC document |
| March 28, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 45,518 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · derivative · entry 13 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,518 Underlying: Class A Common Stock · 45,518 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F5 · derivative.exercise_date: On March 28, 2024, the reporting person was granted an award of restricted stock units (RSUs) under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). F5 · derivative.expiration_date: On March 28, 2024, the reporting person was granted an award of restricted stock units (RSUs) under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). Read SEC document |
| March 22, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 234.9043 | $2.09 | $490.95 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · nonDerivative · entry 6 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,894.6526 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| March 08, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 200 | $2.46 | $492.00 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · nonDerivative · entry 5 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,659.7483 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| February 23, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 182.6953 | $2.70 | $493.28 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · nonDerivative · entry 4 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,459.7483 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| February 09, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 177.862 | $2.77 | $492.68 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · nonDerivative · entry 3 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,277.053 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| January 19, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 193.0423 | $2.55 | $492.26 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · nonDerivative · entry 2 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,099.191 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| January 05, 2024 Filed Apr 2, 2024 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 173.863 | $2.83 | $492.03 |
DisclosureSEC source: 0000024090-24-000052 · wk-form4_1712093776.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,906.1487 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| December 22, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 173.6093 | $2.84 | $493.05 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 9 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,732.2857 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 08, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 159.0827 | $3.10 | $493.16 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 8 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,558.6764 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 24, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 143.0849 | $3.45 | $493.64 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 7 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,399.5937 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 10, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 170.5467 | $2.89 | $492.88 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 6 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,256.5088 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 20, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 166.5259 | $2.96 | $492.92 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 5 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,085.9621 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 06, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 175.3488 | $2.81 | $492.73 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 4 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,919.4362 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 08, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 160.1422 | $3.08 | $493.24 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 3 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,744.0874 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 04, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 182.2498 | $2.70 | $492.07 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 2 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,583.9452 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 07, 2023 Filed Jan 25, 2024 17:29 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 191.537 | $2.57 | $492.25 |
DisclosureSEC source: 0000024090-24-000004 · wk-form5_1706203769.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,401.6954 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 17:07 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000088 · wf-form4_168857681844370.xml · derivative · entry 6 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 Underlying: Class A Common Stock · 8,000 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. F2 · 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: On July 1, 2021, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary date of the grant (July 1, 2022) and the second anniversary date of the grant (July 1, 2023) and the third anniversary date of the grant (July 1, 2024) F3 · derivative.expiration_date: On July 1, 2021, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary date of the grant (July 1, 2022) and the second anniversary date of the grant (July 1, 2023) and the third anniversary date of the grant (July 1, 2024) Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 17:07 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,948 | $2.41 | $4,694.68 |
DisclosureSEC source: 0000024090-23-000088 · wf-form4_168857681844370.xml · nonDerivative · entry 5 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,210.1584 Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 17:07 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 8,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-23-000088 · wf-form4_168857681844370.xml · nonDerivative · entry 4 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,158.1584 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. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| June 09, 2023 Filed Jul 5, 2023 17:07 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 216.3673 | $2.27 | $491.15 |
DisclosureSEC source: 0000024090-23-000088 · wf-form4_168857681844370.xml · nonDerivative · entry 3 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,158.1584 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 05, 2023 Filed Jul 5, 2023 17:07 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 265.1301 | $1.85 | $490.49 |
DisclosureSEC source: 0000024090-23-000088 · wf-form4_168857681844370.xml · nonDerivative · entry 2 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,941.7911 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 10, 2023 Filed Jul 5, 2023 17:07 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 138.7124 | $3.56 | $493.82 |
DisclosureSEC source: 0000024090-23-000088 · wf-form4_168857681844370.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,676.661 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 25,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · derivative · entry 8 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,606 Underlying: Class A Common Stock · 25,606 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F5 · derivative.exercise_date: On March 31, 2023, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2024) and the second anniversary of the date of the grant (March 31, 2025) and the third anniversary of the date of the grant (March 31, 2026). F5 · derivative.expiration_date: On March 31, 2023, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2024) and the second anniversary of the date of the grant (March 31, 2025) and the third anniversary of the date of the grant (March 31, 2026). Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 3,171 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · derivative · entry 6 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,342 Underlying: Class A Common Stock · 3,171 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. F2 · 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: On March 31, 2022, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2023) and the second anniversary of the date of the grant (March 31, 2024) and the third anniversary of the date of the grant (March 31, 2025). F3 · derivative.expiration_date: On March 31, 2022, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2023) and the second anniversary of the date of the grant (March 31, 2024) and the third anniversary of the date of the grant (March 31, 2025). Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 773 | $3.71 | $2,867.83 |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · nonDerivative · entry 5 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,537.9486 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 3,171 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · nonDerivative · entry 4 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,310.9486 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. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| March 10, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 149.8315 | $3.29 | $492.95 |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · nonDerivative · entry 3 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,139.9486 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| February 10, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 196.836 | $2.50 | $492.09 |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · nonDerivative · entry 2 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,990.1171 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 06, 2023 Filed Apr 4, 2023 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 219.7773 | $2.24 | $492.30 |
DisclosureSEC source: 0000024090-23-000036 · wf-form4_168064470921103.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,793.2811 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 09, 2022 Filed Feb 9, 2023 21:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 174.5024 | $2.82 | $492.10 |
DisclosureSEC source: 0000024090-23-000019 · wf-form5_167597954078490.xml · nonDerivative · entry 6 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,573.5038 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 04, 2022 Filed Feb 9, 2023 21:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 208.3644 | $2.36 | $491.74 |
DisclosureSEC source: 0000024090-23-000019 · wf-form5_167597954078490.xml · nonDerivative · entry 5 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,399.0014 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 07, 2022 Filed Feb 9, 2023 21:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 148.2177 | $3.33 | $493.56 |
DisclosureSEC source: 0000024090-23-000019 · wf-form5_167597954078490.xml · nonDerivative · entry 4 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,190.637 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 09, 2022 Filed Feb 9, 2023 21:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 133.5108 | $3.70 | $493.99 |
DisclosureSEC source: 0000024090-23-000019 · wf-form5_167597954078490.xml · nonDerivative · entry 3 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,042.4193 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 05, 2022 Filed Feb 9, 2023 21:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 127.6866 | $3.87 | $494.15 |
DisclosureSEC source: 0000024090-23-000019 · wf-form5_167597954078490.xml · nonDerivative · entry 2 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,908.9085 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 08, 2022 Filed Feb 9, 2023 21:52 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 122.5627 | $4.03 | $493.93 |
DisclosureSEC source: 0000024090-23-000019 · wf-form5_167597954078490.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,781.2219 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:09 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000080 · wf-form4_165704094961946.xml · derivative · entry 6 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Class A Common Stock · 8,000 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. F2 · 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: Vesting is 1/3 on the first anniversary of the date of the grant (July 1, 2022), 1/3 on the second anniversary of the grant (July 1, 2023) and 1/3 on the third anniversary of the grant (July 1, 2024). F3 · derivative.expiration_date: Vesting is 1/3 on the first anniversary of the date of the grant (July 1, 2022), 1/3 on the second anniversary of the grant (July 1, 2023) and 1/3 on the third anniversary of the grant (July 1, 2024). Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:09 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,948 | $4.14 | $8,064.72 |
DisclosureSEC source: 0000024090-22-000080 · wf-form4_165704094961946.xml · nonDerivative · entry 5 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,658.6592 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:09 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 8,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-22-000080 · wf-form4_165704094961946.xml · nonDerivative · entry 4 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,606.6592 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. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| June 10, 2022 Filed Jul 5, 2022 17:09 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 128.2341 | $3.85 | $493.70 |
DisclosureSEC source: 0000024090-22-000080 · wf-form4_165704094961946.xml · nonDerivative · entry 3 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606.6592 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 06, 2022 Filed Jul 5, 2022 17:09 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 198.7194 | $2.49 | $494.81 |
DisclosureSEC source: 0000024090-22-000080 · wf-form4_165704094961946.xml · nonDerivative · entry 2 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478.4251 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 08, 2022 Filed Jul 5, 2022 17:09 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 115.358 | $4.30 | $496.04 |
DisclosureSEC source: 0000024090-22-000080 · wf-form4_165704094961946.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279.7057 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 19:31 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock · Derivative | 9,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000019 · wf-form4_164910065627084.xml · derivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,513 Underlying: Citizens, Inc. Class A Common Stock · 9,513 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 March 31, 2022, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2023) and the second anniversary of the date of the grant (March 31, 2024) and the third anniversary of the date of the grant (March 31, 2025). F2 · derivative.expiration_date: On March 31, 2022, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2023) and the second anniversary of the date of the grant (March 31, 2024) and the third anniversary of the date of the grant (March 31, 2025). Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 19:02 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 1,164.3477 | $4.28 | $4,979.10 |
DisclosureSEC source: 0000024090-22-000014 · wf-form4_164875335567912.xml · nonDerivative · entry 1 Kinlaw Sheryl L · CIK 0001872883 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,164.3477 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan by the Plan Administrator. The shares were purchased over several days and the reporting person did not select the date of execution. The plan administrator notified the reporting person of the execution of the transaction on March 29, 2022. 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.