James Keith Morgan - 17 Jun 2025 Form 4 Insider Report for CITIZENS, INC. (CIA)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
20 Jun 2025, 10:17:16 UTC
Prior SEC filing
21 Jun 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/Sheryl Kinlaw, Attorney-in-Fact

Key filing fact

James Keith Morgan filed Form 4 for CITIZENS, INC. (CIA) on 20 Jun 2025.

Key facts

  • This page summarizes James Keith Morgan's Form 4 filing for CITIZENS, INC. (CIA).
  • 3 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 20 Jun 2025, 10:17.

Change

  • Previous filing in this sequence was filed on 21 Jun 2024.
  • Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001877847 Primary reporting owner

MORGAN JAMES KEITH

Relationship
Director
Address
11815 ALTERRA PARKWAY, SUITE 1500, AUSTIN
Signature
/s/Sheryl Kinlaw, Attorney-in-Fact
Signature date
20 Jun 2025

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
+14,035
Change %
+18%
Price
Shares after
94,182
Date
18 Jun 2025
Ownership
Direct
Footnotes
F1

Reported derivative securities

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

CIA transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+12,012
Change %
Price
$0.000000
Shares after
12,012
Date
17 Jun 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
12,012
Exercise price
Footnotes
F1, F2
CIA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-14,035
Change %
-100%
Price
$0.000000
Shares after
0
Date
18 Jun 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
14,035
Exercise price
Footnotes
F1, F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

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

Footnote F2

On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026.

Footnote F3

On June 18, 2024, the reporting person was granted 14,035 restricted stock units, vesting on June 18, 2025.

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