Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | CFO & Treasurer | 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 | 200,086.1323 |
Ending reported balance
After 2026-03-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-31 · Exercise / conversion · Acquired 5,860 · Balance 194,200.1323 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 1,427 · Balance 192,773.1323 Row 3 · 2026-03-31 · Exercise / conversion · Acquired 9,668 · Balance 202,441.1323 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 2,355 · Balance 200,086.1323 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,722 |
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 5,860 · Balance 11,722 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 9,668 · 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 | 15,904 |
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 15,904 · Balance 15,904 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 | 12,490 |
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 12,490 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 | 12,461 |
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 12,461 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 |
|---|---|---|---|---|---|---|
| April 15, 2022 Filed Apr 19, 2022 19:46 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 7,075 | $4.26 | $30,139.50 |
DisclosureSEC source: 0000024090-22-000022 · wf-form4_165039758429930.xml · nonDerivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,108.5202 Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 19:46 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 29,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-22-000022 · wf-form4_165039758429930.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,183.5202 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 |
| April 01, 2022 Filed Apr 19, 2022 19:46 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 189.5202 | $4.36 | $826.31 |
DisclosureSEC source: 0000024090-22-000022 · wf-form4_165039758429930.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,129.5202 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 19:29 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock · Derivative | 23,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000017 · wf-form4_164910055192652.xml · derivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,539 Underlying: Citizens, Inc. Class A Common Stock · 23,539 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 |
| January 29, 2022 Filed Feb 1, 2022 19:54 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 11,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005852 · doc4.xml · derivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,632 Underlying: Class A Common Stock · 11,816 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 January 29, 2021, 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 (January 29, 2022) and the second anniversary of the date of the grant (January 29, 2023) and the third anniversary of the date of the grant (January 29, 2024). F2 · derivative.expiration_date: On January 29, 2021, 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 (January 29, 2022) and the second anniversary of the date of the grant (January 29, 2023) and the third anniversary of the date of the grant (January 29, 2024). Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 19:54 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 3,504 | $4.71 | $16,503.84 |
DisclosureSEC source: 0001209191-22-005852 · doc4.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,940 Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 19:54 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 11,816 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-005852 · doc4.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,444 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 |
| April 15, 2021 Filed Apr 19, 2021 15:47 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 29,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027167 · doc4.xml · derivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,054 Underlying: Class A Common Stock · 29,054 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 April 15, 2020, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary date of the grant (April 15, 2021) and on the second anniversary of the date of the grant (April 15, 2022). F2 · derivative.expiration_date: On April 15, 2020, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary date of the grant (April 15, 2021) and on the second anniversary of the date of the grant (April 15, 2022). Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 15:47 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 7,075 | $5.83 | $41,247.25 |
DisclosureSEC source: 0001209191-21-027167 · doc4.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,628 Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 15:47 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 29,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-027167 · doc4.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,703 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 |
| January 31, 2021 Filed Feb 2, 2021 17:38 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 13,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006657 · doc4.xml · derivative · entry 4 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,223 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. F3 · derivative.exercise_date: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). F3 · derivative.expiration_date: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 17:38 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 3,220 | $6.05 | $19,481.00 |
DisclosureSEC source: 0001209191-21-006657 · doc4.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,649 Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 17:38 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 13,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-006657 · doc4.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,869 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 |
| January 29, 2021 Filed Feb 2, 2021 17:38 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 35,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006657 · doc4.xml · derivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,448 Underlying: Class A Common Stock · 35,448 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: Vesting is 1/3 on the first anniversary of the date of the grant (January 29, 2022), 1/3 on the second anniversary of the date of the grant (January 29, 2023) and 1/3 on the third anniversary of the date of the grant (January 29, 2024). F2 · derivative.expiration_date: Vesting is 1/3 on the first anniversary of the date of the grant (January 29, 2022), 1/3 on the second anniversary of the date of the grant (January 29, 2023) and 1/3 on the third anniversary of the date of the grant (January 29, 2024). Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 13:48 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 58,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024701 · doc4.xml · derivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,108 Underlying: Class A Common Stock · 58,108 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: Vesting is 50% on the first anniversary of the date of the grant (April 15, 2021) and 50% on the second anniversary of the date of the grant (April 15, 2022). F2 · derivative.expiration_date: Vesting is 50% on the first anniversary of the date of the grant (April 15, 2021) and 50% on the second anniversary of the date of the grant (April 15, 2022). Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:44 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 4,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010578 · doc4.xml · derivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,381 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 February 15, 2018, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (February 15, 2019) and the second anniversary of the date of the grant (February 15, 2020). F2 · derivative.expiration_date: On February 15, 2018, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (February 15, 2019) and the second anniversary of the date of the grant (February 15, 2020). Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:44 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,119 | $6.18 | $6,915.42 |
DisclosureSEC source: 0001209191-20-010578 · doc4.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,646 Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:44 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 4,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010578 · doc4.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,765 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 |
| January 31, 2020 Filed Feb 4, 2020 21:30 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 13,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006357 · doc4.xml · derivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,223 Underlying: Class A Common Stock · 13,223 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 January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). F2 · derivative.expiration_date: On January 31, 2019, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (January 31, 2020) and the second anniversary of the date of the grant (January 31, 2021). Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:30 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 3,921 | $6.06 | $23,761.26 |
DisclosureSEC source: 0001209191-20-006357 · doc4.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,384 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:30 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 13,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006357 · doc4.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,305 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 |
| February 15, 2019 Filed Feb 20, 2019 21:40 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 4,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011572 · doc4.xml · derivative · entry 3 Conklin Jeffery P. · CIK 0001710776 · VP, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,381 Underlying: Class A Common Stock · 4,381 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 February 15, 2018, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (February 15, 2019) and the second anniversary of the date of the grant (February 15, 2020). F2 · derivative.expiration_date: On February 15, 2018, the reporting person was granted an award of restricted stock units, vesting in two equal annual installments on the first anniversary of the date of the grant (February 15, 2019) and the second anniversary of the date of the grant (February 15, 2020). Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:40 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,299 | $6.94 | $9,015.06 |
DisclosureSEC source: 0001209191-19-011572 · doc4.xml · nonDerivative · entry 2 Conklin Jeffery P. · CIK 0001710776 · VP, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,082 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:40 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 4,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-011572 · doc4.xml · nonDerivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,381 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 |
| January 31, 2019 Filed Feb 4, 2019 13:59 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 26,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006651 · doc4.xml · derivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,446 Underlying: Class A Common Stock · 26,446 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: Vesting is 50% on the first anniversary of the date of the grant (January 31, 2020) and 50% on the second anniversary of the date of the grant (January 31, 2021). F2 · derivative.expiration_date: Vesting is 50% on the first anniversary of the date of the grant (January 31, 2020) and 50% on the second anniversary of the date of the grant (January 31, 2021). Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 16:19 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 8,762 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011153 · doc4.xml · derivative · entry 1 Conklin Jeffery P. · CIK 0001710776 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,762 Underlying: Class A Common Stock · 8,762 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: Vesting is 50% on the first anniversary of the date of the grant (February 15, 2019, and 50% on the second anniversary of the date of the grant (February 15, 2020) F2 · derivative.expiration_date: Vesting is 50% on the first anniversary of the date of the grant (February 15, 2019, and 50% on the second anniversary of the date of the grant (February 15, 2020) 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.