Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | Director | March 31, 2025 | April 02, 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 March 31, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 303,942.9562 |
Reported balance
After 2025-03-31 transaction · row 1
1 source rowRow 1 · 2025-03-31 · Exercise / conversion · Acquired 27,472 · Balance 303,942.9562 F1: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 27,472 |
Reported balance
After 2025-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-31 · Grant · Acquired 27,472 · Balance 27,472 F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F1: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-31 · Exercise / conversion · Disposed 27,472 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F1: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. |
Filing footnotes · ownership attribution and instrument terms
F1: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals.
F2: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 31, 2025 Filed Apr 2, 2025 15:16 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 27,472 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000041 · wk-form4_1743606960.xml · derivative · entry 3 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 27,472 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: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. F1 · derivative.expiration_date: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 15:16 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 27,472 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-25-000041 · wk-form4_1743606960.xml · derivative · entry 2 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,472 Underlying: Class A Common Stock · 27,472 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. F1 · derivative.exercise_date: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. F1 · derivative.expiration_date: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 15:16 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 27,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-25-000041 · wk-form4_1743606960.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,942.9562 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: It was previously reported on a Form 4 filed on April 2, 2024 that the reporting person was granted an award of 46,729 RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2024 long-term incentive. Pursuant to the Amendment to the Executive Employment Agreement for Mr. Shields effective January 1, 2024, he was not entitled to these RSUs and instead, was eligible to earn RSUs based on 2024 pay-for-performance. The original 46,729 RSU grant was voided and these 27,472 RSUs are being awarded and immediately vested pursuant to such contract and achievement of 2024 pay-for-performance goals. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 75,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · derivative · entry 9 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 75,845 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 28, 2024, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. These RSUs fully accelerated and vested upon the reporting person's retirement on June 30, 2024. F4 · derivative.expiration_date: On March 28, 2024, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. These RSUs fully accelerated and vested upon the reporting person's retirement on June 30, 2024. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 42,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · derivative · entry 8 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 42,230 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, 2023, the reporting person was granted an award of restricted stock units (RSUs). These RSUs fully accelerated and vested upon the reporting person's retirement on June 30, 2024. F3 · derivative.expiration_date: On March 31, 2023, the reporting person was granted an award of restricted stock units (RSUs). These RSUs fully accelerated and vested upon the reporting person's retirement on June 30, 2024. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 18,469 | $2.72 | $50,235.68 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 7 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,470.9562 Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 75,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 6 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,939.9562 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 10,284 | $2.72 | $27,972.48 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 5 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,094.9562 Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 42,230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 4 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,378.9562 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 |
| May 31, 2024 Filed Jul 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 662.0865 | $2.99 | $1,979.64 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 3 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,148.9562 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 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 888.3985 | $2.22 | $1,972.24 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,486.8697 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 2, 2024 20:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 903.1841 | $2.18 | $1,968.94 |
DisclosureSEC source: 0000024090-24-000122 · wk-form4_1719952320.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,598.4712 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 21:43 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000056 · wk-form4_1712094184.xml · derivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,230 Underlying: Class A Common Stock · 21,112 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, 2023, 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, 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). F2 · derivative.expiration_date: On March 31, 2023, 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, 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 21:43 UTC | CITIZENS, INC. CIA · Entity 6336 | Tax withholdingCitizens, Inc. Class A Common Stock | 5,141 | $2.14 | $11,001.74 |
DisclosureSEC source: 0000024090-24-000056 · wk-form4_1712094184.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,695.2871 Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:43 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 21,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-24-000056 · wk-form4_1712094184.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,836.2871 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 |
| March 28, 2024 Filed Apr 2, 2024 21:43 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 46,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000056 · wk-form4_1712094184.xml · derivative · entry 5 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,729 Underlying: Class A Common Stock · 46,729 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. F4 · 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). F4 · 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 21:43 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 75,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-24-000056 · wk-form4_1712094184.xml · derivative · entry 4 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,845 Underlying: Class A Common Stock · 75,845 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. F3 · 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). F3 · 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 21, 2024 Filed Mar 22, 2024 19:45 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 16,000 | $2.22 | $35,520.00 |
DisclosureSEC source: 0000024090-24-000044 · wk-form4_1711136732.xml · nonDerivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,724.2871 Read SEC document |
| March 01, 2024 Filed Mar 22, 2024 19:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 769.4984 | $2.57 | $1,977.61 |
DisclosureSEC source: 0000024090-24-000044 · wk-form4_1711136732.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,724.2871 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| February 02, 2024 Filed Mar 22, 2024 19:45 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 696.2206 | $2.84 | $1,977.27 |
DisclosureSEC source: 0000024090-24-000044 · wk-form4_1711136732.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,954.7887 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 29, 2023 Filed Jan 25, 2024 17:37 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 712.7247 | $2.78 | $1,981.37 |
DisclosureSEC source: 0000024090-24-000014 · wk-form5_1706204210.xml · nonDerivative · entry 4 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,845.5681 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 17:37 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 560.9783 | $3.54 | $1,985.86 |
DisclosureSEC source: 0000024090-24-000014 · wk-form5_1706204210.xml · nonDerivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,132.8434 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 03, 2023 Filed Jan 25, 2024 17:37 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 650.9605 | $3.04 | $1,978.92 |
DisclosureSEC source: 0000024090-24-000014 · wk-form5_1706204210.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,571.8651 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 17:37 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 687.7798 | $2.88 | $1,980.81 |
DisclosureSEC source: 0000024090-24-000014 · wk-form5_1706204210.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,920.9046 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 16:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 636.6688 | $3.11 | $1,980.04 |
DisclosureSEC source: 0000024090-23-000104 · wf-form4_169600584539855.xml · nonDerivative · entry 4 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,233.1248 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 16:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 661.7677 | $2.99 | $1,978.69 |
DisclosureSEC source: 0000024090-23-000104 · wf-form4_169600584539855.xml · nonDerivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,596.456 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 16:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 768.9489 | $2.57 | $1,976.20 |
DisclosureSEC source: 0000024090-23-000104 · wf-form4_169600584539855.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,934.6883 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 16:44 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 879.8436 | $2.24 | $1,970.85 |
DisclosureSEC source: 0000024090-23-000104 · wf-form4_169600584539855.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,165.7394 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:13 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 55,000 | $1.86 | $102,300.00 |
DisclosureSEC source: 0000024090-23-000060 · wf-form4_168418162611545.xml · nonDerivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,285.8958 Read SEC document |
| May 05, 2023 Filed May 15, 2023 20:13 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 1,114.5766 | $1.76 | $1,961.65 |
DisclosureSEC source: 0000024090-23-000060 · wf-form4_168418162611545.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,285.8958 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 May 15, 2023 20:13 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 558.3547 | $3.55 | $1,982.16 |
DisclosureSEC source: 0000024090-23-000060 · wf-form4_168418162611545.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,171.3192 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 21:48 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 63,342 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-23-000038 · wf-form4_168064488932750.xml · derivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,342 Underlying: Class A Common Stock · 63,342 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. F3 · 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). F3 · 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 03, 2023 Filed Apr 4, 2023 21:48 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 661.2275 | $2.99 | $1,977.07 |
DisclosureSEC source: 0000024090-23-000038 · wf-form4_168064488932750.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,612.9645 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 21:48 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 673.3801 | $2.94 | $1,979.74 |
DisclosureSEC source: 0000024090-23-000038 · wf-form4_168064488932750.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,951.737 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 30, 2022 Filed Feb 9, 2023 21:31 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 824.0084 | $2.40 | $1,977.62 |
DisclosureSEC source: 0000024090-23-000008 · wf-form5_167597824135286.xml · nonDerivative · entry 3 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,278.3569 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| December 02, 2022 Filed Feb 9, 2023 21:31 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 674.7423 | $2.93 | $1,976.99 |
DisclosureSEC source: 0000024090-23-000008 · wf-form5_167597824135286.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,454.3485 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 14:38 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 24,769 | $3.00 | $74,307.00 |
DisclosureSEC source: 0000024090-22-000107 · wf-form4_166843663564414.xml · nonDerivative · entry 2 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,109.4049 Read SEC document |
| November 10, 2022 Filed Feb 20, 2024 16:22 UTC Amendment | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 29,182 | $3.00 | $87,546.00 |
DisclosureSEC source: 0000024090-24-000023 · wk-form4a_1708446131.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,522.4049 F1 · kind: The original Form 4, filed on November 14, 2022, is being amended by this Form 4 amendment solely to correct an administrative error, which misreported that a purchase that occurred on November 10, 2022 as a total of 24,769 shares purchased when in fact 29,182 shares of the Class A common stock of Issuer were purchased. As a result of this administrative error, the number of shares beneficially owned by the reporting person following the corrected transaction reflects an increase in the number of shares reported as beneficially owned by the reporting person by 4,413 shares. Read SEC document |
| October 28, 2022 Filed Feb 9, 2023 21:31 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 670.2013 | $2.95 | $1,977.09 |
DisclosureSEC source: 0000024090-23-000008 · wf-form5_167597824135286.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,779.6062 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 Nov 14, 2022 14:38 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 593.8477 | $3.34 | $1,983.45 |
DisclosureSEC source: 0000024090-22-000107 · wf-form4_166843663564414.xml · nonDerivative · entry 1 Shields Gerald · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,340.4049 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 Sep 30, 2022 19:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 534.5124 | $3.71 | $1,983.04 |
DisclosureSEC source: 0000024090-22-000090 · wf-form4_166456633735711.xml · nonDerivative · entry 4 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,746.5572 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 Sep 30, 2022 19:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 500.0704 | $3.97 | $1,985.28 |
DisclosureSEC source: 0000024090-22-000090 · wf-form4_166456633735711.xml · nonDerivative · entry 3 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,212.0448 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 Sep 30, 2022 19:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 485.9948 | $4.09 | $1,987.72 |
DisclosureSEC source: 0000024090-22-000090 · wf-form4_166456633735711.xml · nonDerivative · entry 2 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,711.9744 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 Sep 30, 2022 19:32 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 562.9832 | $3.52 | $1,981.70 |
DisclosureSEC source: 0000024090-22-000090 · wf-form4_166456633735711.xml · nonDerivative · entry 1 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,225.9796 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, 2022 Filed Jun 6, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000024090-22-000051 · wf-form4_165455036735079.xml · derivative · entry 2 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,023 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 June 2, 2021, the reporting person was granted 2,023 restricted stock units, vesting on June 2, 2022. F2 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 2,023 restricted stock units, vesting on June 2, 2022. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:19 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 2,023 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000024090-22-000051 · wf-form4_165455036735079.xml · nonDerivative · entry 1 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,662.9964 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 24, 2022 Filed May 24, 2022 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 34,500 | $3.47 | $119,715.00 |
DisclosureSEC source: 0000024090-22-000046 · wf-form4_165342818315251.xml · nonDerivative · entry 3 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,669.9964 Read SEC document |
| May 24, 2022 Filed Jun 6, 2022 16:30 UTC Amendment | CITIZENS, INC. CIA · Entity 6336 | PurchaseCitizens, Inc. Class A Common Stock | 34,500 | $3.47 | $119,715.00 |
DisclosureSEC source: 0000024090-22-000048 · wf-form4a_165453303170866.xml · nonDerivative · entry 3 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,639.9964 Read SEC document |
| April 29, 2022 Filed May 24, 2022 21:36 UTC | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 699.8374 | $2.97 | $2,078.52 |
DisclosureSEC source: 0000024090-22-000046 · wf-form4_165342818315251.xml · nonDerivative · entry 2 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,169.9964 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 Jun 6, 2022 16:30 UTC Amendment | CITIZENS, INC. CIA · Entity 6336 | OtherCitizens, Inc. Class A Common Stock | 669.8374 | $2.97 | $1,989.42 |
DisclosureSEC source: 0000024090-22-000048 · wf-form4a_165453303170866.xml · nonDerivative · entry 2 SHIELDS GERALD W · CIK 0001699046 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,139.9964 F1 · kind: These shares were purchased through the Citizens, Inc. Stock Investment Plan as part of regular monthly payroll deduction. F2 · shares: The amount was reported incorrectly and has been updated to the correct amount. 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.