Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS, INC.CIA · Entity 6336 | VP, Chief Marketing Officer | March 28, 2025 | April 01, 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 28, 2025 · Filed April 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 145,073 |
Ending reported balance
After 2025-03-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-28 · Exercise / conversion · Acquired 19,130 · Balance 115,315 F1: 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). Row 2 · 2025-03-28 · Exercise / conversion · Acquired 10,903 · Balance 126,218 F2: 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). Row 3 · 2025-03-31 · Exercise / conversion · Acquired 6,187 · Balance 132,405 F3: 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). Row 4 · 2025-03-31 · Exercise / conversion · Acquired 12,668 · Balance 145,073 F4: On March 31, 2023, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments on the first anniversary of the date of the grant (March 31, 2024) and the second anniversary of the date of the grant (March 31, 2025) and the third anniversary of the date of the grant (March 31, 2026). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 38,081 |
Reported balance
After 2025-03-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-03-28 · Exercise / conversion · Disposed 19,310 · Balance 38,081 F5: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F1: On March 28, 2024, the reporting person was granted an award of restricted stock units (RSUs) under the Citizens, Inc. Omnibus Incentive Plan for 2023 pay-for-performance. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 28, 2025) and the second anniversary of the date of the grant (March 28, 2026) and the third anniversary of the date of the grant (March 28, 2027). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,807 |
Reported balance
After 2025-03-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-03-28 · Exercise / conversion · Disposed 10,903 · Balance 21,807 F5: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2: 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). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,649 |
Reported balance
After 2025-03-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-03-31 · Exercise / conversion · Disposed 12,668 · Balance 12,649 F5: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F4: 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). |
| Citizens, Inc. Class A Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-03-31 · Exercise / conversion · Disposed 6,187 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F3: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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: 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: 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: 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 |
|---|---|---|---|---|---|---|
| February 15, 2019 Filed Feb 20, 2019 21:29 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 5,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-011548 · doc4.xml · nonDerivative · entry 1 Mauldin Robert M III · CIK 0001713228 · VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,354 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 14:17 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 32,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006656 · doc4.xml · derivative · entry 1 Mauldin Robert M III · CIK 0001713228 · VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,440 Underlying: Class A Common Stock · 32,440 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: Vesting is 50% on the first anniversary of the date of the grant (January 31, 2020) and 50% on the second anniversary of the date of the grant (January 31, 2021). F2 · derivative.expiration_date: Vesting is 50% on the first anniversary of the date of the grant (January 31, 2020) and 50% on the second anniversary of the date of the grant (January 31, 2021). Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 16:42 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 10,709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011162 · doc4.xml · derivative · entry 1 Mauldin Robert M III · CIK 0001713228 · VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,709 Underlying: Class A Common Stock · 10,709 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: Vesting is 50% on the first anniversary of the date of the grant (February 15, 2019, and 50% on the second anniversary of the date of the grant (February 15, 2020) F2 · derivative.expiration_date: Vesting is 50% on the first anniversary of the date of the grant (February 15, 2019, and 50% on the second anniversary of the date of the grant (February 15, 2020) Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.