Jon Stenberg - 28 Mar 2025 Form 4 Insider Report for CITIZENS, INC. (CIA)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
01 Apr 2025, 16:38:39 UTC
Prior SEC filing
20 Mar 2025
Next SEC filing
09 Apr 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/Jon Stenberg

Key filing fact

Jon Stenberg filed Form 4 for CITIZENS, INC. (CIA) on 01 Apr 2025.

Key facts

  • This page summarizes Jon Stenberg's Form 4 filing for CITIZENS, INC. (CIA).
  • 4 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 01 Apr 2025, 16:38.

Change

  • Previous filing in this sequence was filed on 20 Mar 2025.
  • Current net transaction value: -$23,044.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CIA transaction

Citizens, Inc. Class A Common Stock

Options Exercise

Transaction value
Shares
+20,309
Change %
+16%
Price
Shares after
143,961
Date
28 Mar 2025
Ownership
Direct
Footnotes
F1
CIA transaction

Citizens, Inc. Class A Common Stock

Tax liability

Transaction value
$23,044
Shares
-4,945
Change %
-3.4%
Price
$4.66
Shares after
139,016
Date
28 Mar 2025
Ownership
Direct
CIA holding

Citizens, Inc. Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
18,023
Date
28 Mar 2025
Ownership
Spouse

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CIA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-20,309
Change %
-33%
Price
$0.000000
Shares after
40,619
Date
28 Mar 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
20,309
Exercise price
Footnotes
F1, F2
CIA transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+39,560
Change %
Price
$0.000000
Shares after
39,560
Date
31 Mar 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
39,560
Exercise price
Footnotes
F2, F3
CIA holding Derivative

Restricted Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
90,498
Date
28 Mar 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
90,498
Exercise price
Footnotes
F2, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

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).

Footnote F2

Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.

Footnote F3

On March 31, 2025, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2025 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2026) an dthe second anniversary of the date of the grant (March 31, 2027) and the third anniversary of the date of the grant (March 31, 2028).

Footnote F4

On March 18, 2024, 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 18, 2025) and the second anniversary of the date of the grant (March 18, 2026) and the third anniversary of the date of the grant (March 18, 2027).

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