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 |
|---|---|---|---|---|---|---|
| November 03, 2023 Filed Jan 25, 2024 17:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 813.6982 | $3.04 | $2,473.64 |
DisclosureSEC source: 0000024090-24-000008 · wk-form5_1706203951.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,534.541 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 29, 2023 Filed Jan 25, 2024 17:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 429.8624 | $2.88 | $1,238.00 |
DisclosureSEC source: 0000024090-24-000008 · wk-form5_1706203951.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,720.8428 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 01, 2023 Filed Sep 29, 2023 16:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 397.9192 | $3.11 | $1,237.53 |
DisclosureSEC source: 0000024090-23-000101 · wf-form4_169600552251795.xml · nonDerivative · entry 6 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,290.9804 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 Sep 29, 2023 16:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 413.6057 | $2.99 | $1,236.68 |
DisclosureSEC source: 0000024090-23-000101 · wf-form4_169600552251795.xml · nonDerivative · entry 5 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,893.0612 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 30, 2023 Filed Sep 29, 2023 16:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 480.5926 | $2.57 | $1,235.12 |
DisclosureSEC source: 0000024090-23-000101 · wf-form4_169600552251795.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,479.4555 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 02, 2023 Filed Sep 29, 2023 16:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 549.9022 | $2.24 | $1,231.78 |
DisclosureSEC source: 0000024090-23-000101 · wf-form4_169600552251795.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,998.8629 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 Sep 29, 2023 16:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 696.6104 | $1.76 | $1,226.03 |
DisclosureSEC source: 0000024090-23-000101 · wf-form4_169600552251795.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,448.9607 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 03, 2023 Filed Sep 29, 2023 16:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 348.9731 | $3.55 | $1,238.85 |
DisclosureSEC source: 0000024090-23-000101 · wf-form4_169600552251795.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,752.3503 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 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 23,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000040 · wf-form4_168064505115096.xml · derivative · entry 7 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,288 Underlying: Class A Common Stock · 23,288 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 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 5,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000040 · wf-form4_168064505115096.xml · derivative · entry 5 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,376 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, 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 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 1,621 | $3.71 | $6,013.91 |
DisclosureSEC source: 0000024090-23-000040 · wf-form4_168064505115096.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,403.3772 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 5,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-23-000040 · wf-form4_168064505115096.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,024.3772 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 03, 2023 Filed Apr 4, 2023 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 413.2672 | $2.99 | $1,235.67 |
DisclosureSEC source: 0000024090-23-000040 · wf-form4_168064505115096.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,336.3772 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| February 03, 2023 Filed Apr 4, 2023 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 420.863 | $2.94 | $1,237.34 |
DisclosureSEC source: 0000024090-23-000040 · wf-form4_168064505115096.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,923.11 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 29, 2023 Filed Jan 31, 2023 22:09 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 2,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000006 · wf-form4_167520293924408.xml · derivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,697 Underlying: Class A Common Stock · 2,698 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, 2023 Filed Jan 31, 2023 22:09 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 912 | $2.41 | $2,197.92 |
DisclosureSEC source: 0000024090-23-000006 · wf-form4_167520293924408.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,987.2433 Read SEC document |
| January 29, 2023 Filed Jan 31, 2023 22:09 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 2,698 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-23-000006 · wf-form4_167520293924408.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,899.2433 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 30, 2022 Filed Feb 9, 2023 21:57 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 515.0037 | $2.40 | $1,236.01 |
DisclosureSEC source: 0000024090-23-000021 · wf-form5_167597983043534.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,502.247 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 15:35 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 11,363 | $2.41 | $27,384.83 |
DisclosureSEC source: 0000024090-22-000111 · wf-form4_167163693259328.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,201.2433 Read SEC document |
| December 02, 2022 Filed Dec 21, 2022 15:35 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 421.7127 | $2.93 | $1,235.62 |
DisclosureSEC source: 0000024090-22-000111 · wf-form4_167163693259328.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,838.2433 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 28, 2022 Filed Dec 21, 2022 15:35 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 418.8754 | $2.95 | $1,235.68 |
DisclosureSEC source: 0000024090-22-000111 · wf-form4_167163693259328.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,416.5306 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 30, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 371.1541 | $3.34 | $1,239.65 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 7 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,997.6552 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 02, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 334.0689 | $3.71 | $1,239.40 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 6 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,626.5011 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 29, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 312.5443 | $3.97 | $1,240.80 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 5 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,292.4322 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| July 05, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 303.7449 | $4.09 | $1,242.32 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,979.8879 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| June 03, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 351.8634 | $3.52 | $1,238.56 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,676.143 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 29, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 418.6475 | $2.97 | $1,243.38 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,324.2796 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| April 05, 2022 Filed Oct 26, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 285.4236 | $4.36 | $1,244.45 |
DisclosureSEC source: 0000024090-22-000096 · wf-form4_166681904582657.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,905.6321 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 19:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock · Derivative | 17,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000020 · wf-form4_164910076585343.xml · derivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,064 Underlying: Citizens, Inc. Class A Common Stock · 17,064 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 04, 2022 Filed Apr 4, 2022 19:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 292.6945 | $4.26 | $1,245.62 |
DisclosureSEC source: 0000024090-22-000020 · wf-form4_164910076585343.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,620.2085 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 2,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · derivative · entry 10 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,395 Underlying: Class A Common Stock · 2,698 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 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). F3 · 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 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 912 | $4.71 | $4,295.52 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 9 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,327.514 Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 2,698 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 8 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,239.514 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 |
| January 28, 2022 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 269.6872 | $4.64 | $1,251.35 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 7 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,541.514 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 31, 2021 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 230.6273 | $5.42 | $1,250.00 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 6 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271.8268 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 26, 2021 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 210.615 | $5.94 | $1,251.05 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 5 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041.1995 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 29, 2021 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 194.0994 | $6.44 | $1,250.00 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 4 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830.5845 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| October 01, 2021 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 196.6955 | $6.36 | $1,250.98 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 3 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636.4851 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| September 07, 2021 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 211.0525 | $5.89 | $1,243.10 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 2 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439.7896 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| August 02, 2021 Filed Feb 1, 2022 20:05 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 228.7371 | $5.44 | $1,244.33 |
DisclosureSEC source: 0001209191-22-005856 · doc4.xml · nonDerivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228.7371 F1 · kind: These shares were purchased through the Citizens Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 17:51 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 8,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006664 · doc4.xml · derivative · entry 1 Waite Harvey J. · CIK 0001769892 · VP, Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,093 Underlying: Class A Common Stock · 8,093 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.