Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Chief Actuary | November 28, 2025 | January 05, 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 November 28, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 84,032.0064 |
Ending reported balance
After 2025-12-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-28 · Other · Acquired 418.9046 · Balance 83,553.1018 F1: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Row 2 · 2025-12-26 · Other · Acquired 478.9046 · Balance 84,032.0064 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 26, 2025 Filed Jan 5, 2026 14:37 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 478.9046 | $5.19 | $2,485.51 |
DisclosureSEC source: 0000024090-26-000003 · wk-form4_1767623844.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,032.0064 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 28, 2025 Filed Jan 5, 2026 14:37 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 418.9046 | $5.94 | $2,488.29 |
DisclosureSEC source: 0000024090-26-000003 · wk-form4_1767623844.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,553.1018 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 30, 2025 Filed Nov 17, 2025 14:54 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 444.1579 | $5.60 | $2,487.28 |
DisclosureSEC source: 0001769892-25-000003 · wk-form4_1763391243.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,134.1972 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 26, 2025 Filed Nov 17, 2025 14:54 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 435.5828 | $5.71 | $2,487.18 |
DisclosureSEC source: 0001769892-25-000003 · wk-form4_1763391243.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,690.0393 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, 2025 Filed Nov 17, 2025 14:54 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 478.3481 | $5.20 | $2,487.41 |
DisclosureSEC source: 0001769892-25-000003 · wk-form4_1763391243.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,254.4565 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 01, 2025 Filed Nov 17, 2025 14:54 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 614.8104 | $4.04 | $2,483.83 |
DisclosureSEC source: 0001769892-25-000003 · wk-form4_1763391243.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,776.1084 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 27, 2025 Filed Jul 9, 2025 13:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 676.1309 | $3.67 | $2,481.40 |
DisclosureSEC source: 0000024090-25-000102 · wk-form4_1752067922.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,161.298 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 30, 2025 Filed Jul 9, 2025 13:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 658.7451 | $3.77 | $2,483.47 |
DisclosureSEC source: 0000024090-25-000102 · wk-form4_1752067922.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,485.1671 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 02, 2025 Filed Jul 9, 2025 13:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 594.7455 | $4.17 | $2,480.09 |
DisclosureSEC source: 0000024090-25-000102 · wk-form4_1752067922.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,826.422 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, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 9,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · derivative · entry 16 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,670 Underlying: Class A Common Stock · 9,670 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F7 · derivative.exercise_date: 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). F7 · derivative.expiration_date: 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). Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 7,762 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · derivative · entry 15 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,764 Underlying: Class A Common Stock · 7,762 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. F6 · 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, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 5,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · derivative · entry 14 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,688 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F4 · 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). F4 · 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, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 2,212 | $4.55 | $10,064.60 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 11 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,686.6937 Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 7,762 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 10 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,898.6937 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. F5 · price: 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, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,621 | $4.55 | $7,375.55 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 9 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,136.6937 Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 5,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 8 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,757.6937 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. F4 · price: 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, 2025 Filed Jul 9, 2025 13:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 544.9828 | $4.56 | $2,485.12 |
DisclosureSEC source: 0000024090-25-000102 · wk-form4_1752067922.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,231.6765 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 6,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · derivative · entry 13 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,708 Underlying: Class A Common Stock · 6,853 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. F6 · 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 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). F3 · derivative.expiration_date: 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). Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 15,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · derivative · entry 12 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,141 Underlying: Class A Common Stock · 15,070 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. F6 · 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 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). F2 · 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 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,952 | $4.66 | $9,096.32 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 7 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,069.6937 Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 6,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 6 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,021.6937 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. F3 · price: 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). Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 4,293 | $4.66 | $20,005.38 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 5 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,168.6937 Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 15,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,461.6937 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: 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 |
| February 28, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 496.9228 | $5.00 | $2,484.61 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,391.6937 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 31, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 497.1868 | $5.00 | $2,485.93 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,894.7709 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 03, 2025 Filed Apr 1, 2025 21:15 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 530.8426 | $4.68 | $2,484.34 |
DisclosureSEC source: 0000024090-25-000036 · wk-form4_1743542111.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,397.5841 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 03, 2024 Filed Jan 22, 2025 19:31 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 550.1308 | $4.51 | $2,481.09 |
DisclosureSEC source: 0000024090-25-000004 · wk-form5_1737574256.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,866.7415 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 01, 2024 Filed Nov 12, 2024 16:20 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 517.4086 | $4.80 | $2,483.56 |
DisclosureSEC source: 0000024090-24-000176 · wk-form4_1731428430.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,316.6107 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 04, 2024 Filed Nov 12, 2024 16:20 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 605.2346 | $4.10 | $2,481.46 |
DisclosureSEC source: 0000024090-24-000176 · wk-form4_1731428430.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,799.2021 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 30, 2024 Filed Nov 12, 2024 16:20 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 830.0078 | $2.98 | $2,473.42 |
DisclosureSEC source: 0000024090-24-000176 · wk-form4_1731428430.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,193.9675 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 02, 2024 Filed Nov 12, 2024 16:20 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 924.9937 | $2.67 | $2,469.73 |
DisclosureSEC source: 0000024090-24-000176 · wk-form4_1731428430.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,363.9597 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 28, 2024 Filed Jul 12, 2024 17:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 889.0502 | $2.78 | $2,471.56 |
DisclosureSEC source: 0000024090-24-000129 · wk-form4_1720803918.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,438.966 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 31, 2024 Filed Jul 12, 2024 17:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 827.6107 | $2.99 | $2,474.56 |
DisclosureSEC source: 0000024090-24-000129 · wk-form4_1720803918.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,549.9158 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 03, 2024 Filed Jul 12, 2024 17:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 1,110.5003 | $2.22 | $2,465.31 |
DisclosureSEC source: 0000024090-24-000129 · wk-form4_1720803918.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,722.3051 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 01, 2024 Filed Jul 12, 2024 17:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 1,128.9824 | $2.18 | $2,461.18 |
DisclosureSEC source: 0000024090-24-000129 · wk-form4_1720803918.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,611.8048 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, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 7,762 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · derivative · entry 8 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,526 Underlying: Class A Common Stock · 7,762 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. F4 · derivative.exercise_date: On March 31, 2023, the reporting person was granted an award of RSUs, 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). F4 · derivative.expiration_date: On March 31, 2023, the reporting person was granted an award of RSUs, 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, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 5,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · derivative · entry 7 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,688 Underlying: Class A Common Stock · 5,688 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 (RSUs), 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 (RSUs), 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, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 2,141 | $2.14 | $4,581.74 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · nonDerivative · entry 6 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,482.8224 Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 7,762 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · nonDerivative · entry 5 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,623.8224 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 31, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,570 | $2.14 | $3,359.80 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,861.8224 Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 5,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,431.8224 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 28, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 20,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · derivative · entry 10 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,561 Underlying: Class A Common Stock · 20,561 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 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 45,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · derivative · entry 9 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,211 Underlying: Class A Common Stock · 45,211 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 01, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 961.874 | $2.57 | $2,472.02 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,743.8224 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| February 02, 2024 Filed Apr 2, 2024 21:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 870.2766 | $2.84 | $2,471.59 |
DisclosureSEC source: 0000024090-24-000058 · wk-form4_1712094330.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,781.9484 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular contribution. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 20:47 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 2,697 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000019 · wk-form4_1706734046.xml · derivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,697 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, 2024 Filed Jan 31, 2024 20:47 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 912 | $2.86 | $2,608.32 |
DisclosureSEC source: 0000024090-24-000019 · wk-form4_1706734046.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,911.6718 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 20:47 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 2,697 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000019 · wk-form4_1706734046.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,823.6718 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 |
| December 29, 2023 Filed Jan 25, 2024 17:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 890.9086 | $2.78 | $2,476.73 |
DisclosureSEC source: 0000024090-24-000008 · wk-form5_1706203951.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,126.6718 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 01, 2023 Filed Jan 25, 2024 17:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 701.2222 | $3.54 | $2,482.33 |
DisclosureSEC source: 0000024090-24-000008 · wk-form5_1706203951.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,235.7632 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.