Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Director | June 17, 2025 | June 20, 2025 |
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 June 17, 2025 · Filed June 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 94,182 |
Reported balance
After 2025-06-18 transaction · row 1
1 source rowRow 1 · 2025-06-18 · Exercise / conversion · Acquired 14,035 · Balance 94,182 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,012 |
Reported balance
After 2025-06-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-17 · Grant · Acquired 12,012 · Balance 12,012 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-18 · Exercise / conversion · Disposed 14,035 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F3: On June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
F2: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026.
F3: On June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025.
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 |
|---|---|---|---|---|---|---|
| June 18, 2025 Filed Jun 20, 2025 14:17 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 14,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000090 · wk-form4_1750429028.xml · derivative · entry 3 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,035 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 June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025. F3 · derivative.expiration_date: On June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 14:17 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 14,035 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-25-000090 · wk-form4_1750429028.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 14:17 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 12,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000090 · wk-form4_1750429028.xml · derivative · entry 2 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,012 Underlying: Class A Common Stock · 12,012 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026. F2 · derivative.expiration_date: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026. Read SEC document |
| June 18, 2024 Filed Jun 21, 2024 14:19 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 14,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000118 · wk-form4_1718979586.xml · derivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,035 Underlying: Class A Common Stock · 14,035 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: On June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025. F2 · derivative.expiration_date: On June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 19:43 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 18,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000100 · wk-form4_1717789424.xml · derivative · entry 2 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,182 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. F1 · derivative.exercise_date: On June 6, 2023, the reporting person was granted 18,182 restricted stock units, vesting on June 6, 2024. F1 · derivative.expiration_date: On June 6, 2023, the reporting person was granted 18,182 restricted stock units, vesting on June 6, 2024. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 19:43 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 18,182 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000100 · wk-form4_1717789424.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,147 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: On June 6, 2023, the reporting person was granted 18,182 restricted stock units, vesting on June 6, 2024. Read SEC document |
| March 26, 2024 Filed Mar 27, 2024 19:01 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 899 | $2.14 | $1,919.37 |
DisclosureSEC source: 0000024090-24-000048 · wk-form4_1711566055.xml · nonDerivative · entry 2 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,965 Read SEC document |
| March 26, 2024 Filed Mar 27, 2024 19:01 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 5,000 | $2.11 | $10,550.00 |
DisclosureSEC source: 0000024090-24-000048 · wk-form4_1711566055.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,066 Read SEC document |
| March 22, 2024 Filed Mar 25, 2024 15:52 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 1,101 | $1.98 | $2,179.76 |
DisclosureSEC source: 0000024090-24-000046 · wk-form4_1711381967.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,066 Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 18:01 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 3,110 | $2.92 | $9,081.20 |
DisclosureSEC source: 0000024090-23-000096 · wf-form4_169169044329581.xml · nonDerivative · entry 2 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,965 Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 18:01 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 11,890 | $2.90 | $34,481.00 |
DisclosureSEC source: 0000024090-23-000096 · wf-form4_169169044329581.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,855 Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 19:13 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000068 · wf-form4_168625157015597.xml · derivative · entry 3 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,333 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 June 7, 2022, the reporting person was granted 8,333 restricted stock units, vesting on June 7, 2023. F3 · derivative.expiration_date: On June 7, 2022, the reporting person was granted 8,333 restricted stock units, vesting on June 7, 2023. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 19:13 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-23-000068 · wf-form4_168625157015597.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,965 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 19:13 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 18,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000068 · wf-form4_168625157015597.xml · derivative · entry 2 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,182 Underlying: Class A Common Stock · 18,182 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: On June 6, 2023, the reporting person was granted 18,182 restricted stock units, vesting on June 6, 2024. F2 · derivative.expiration_date: On June 6, 2023, the reporting person was granted 18,182 restricted stock units, vesting on June 6, 2024. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 14:33 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 15,000 | $2.92 | $43,800.00 |
DisclosureSEC source: 0000024090-22-000105 · wf-form4_166843634476041.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,632 Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 20:18 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantCitizens, Inc. Class A Common Stock · Derivative | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000074 · wf-form4_165480591171526.xml · derivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Citizens, Inc. Class A Common Stock · 8,333 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: On June 7, 2022, the reporting person was granted 8,333 restricted stock units, vesting on June 7, 2023. F2 · derivative.expiration_date: On June 7, 2022, the reporting person was granted 8,333 restricted stock units, vesting on June 7, 2023. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:22 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,632 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000053 · wf-form4_165455052592757.xml · derivative · entry 2 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,632 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 August 1, 2021, the reporting person was granted 1,632 restricted stock units, vesting on June 2, 2022. F2 · derivative.expiration_date: On August 1, 2021, the reporting person was granted 1,632 restricted stock units, vesting on June 2, 2022. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:22 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,632 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-22-000053 · wf-form4_165455052592757.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,632 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 |
| May 19, 2022 Filed May 23, 2022 14:29 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 15,000 | $3.21 | $48,181.50 |
DisclosureSEC source: 0000024090-22-000044 · wf-form4_165331613911690.xml · nonDerivative · entry 1 MORGAN JAMES KEITH · CIK 0001877847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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.