SEC ownership of CITIZENS, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000024090.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

15 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
15 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000024090
Issuer location
Austin, TX

Ownership snapshot

Top shareholders of CITIZENS, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
15 Aug 2026
13F 13D/G 3/4/5 Lead comparable stake: 7.1% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 7.1%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 7.1%
CONTINENTAL GENERAL INSURANCE CO 5%
James Keith Morgan 0.19%
Jerry Davis 0.15%
Terry Sam Maness 0.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
7.1%
from 13D/G
$20,540,985
3,578,569 shares
30 Jun 2026
CONTINENTAL GENERAL INSURANCE CO
13F 13D/G
Company
5%
from 13D/G
$15,199,049
2,647,918 shares
30 Jun 2026
James Keith Morgan
3/4/5
Director
0.19%
$377,932
94,182 shares
mixed-class rows
17 Jun 2025
Jerry Davis
3/4/5
Director
0.15%
$416,051
74,985 shares
mixed-class rows
30 Jan 2026
Terry Sam Maness
3/4/5
Director
0.1%
$212,267
48,164 shares
mixed-class rows
17 Jun 2025
Paula L. Guerrero
3/4/5
Chief Information Officer
0.04%
$115,971
20,204 shares
07 Apr 2026
Bryon Matthew Lewis
3/4/5
Chief Operations Officer
0.03%
$73,281
12,767 shares
15 Aug 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
3.9%
$11,394,755
1,985,149 shares
30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$595,735.

Buys
$595,735
Insiders: 3
Sells
$0
Insiders: 0
Net
+$595,735
Shares: +137,476
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 137,476 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 67,376 0 $264,015 $0 +$264,015
3-6 70,100 0 $331,720 $0 +$331,720
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 23 reporting-owner rows connected to CITIZENS, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
23
Largest Forms 3/4/5 holder
Jon Stenberg
Net 12M change
+$595,735
Latest report
15 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Jon Stenberg President & CEO, Director $2,378,978 +$574,692 +32% Mixed 11 Aug 2026
Gerald Shields Director $2,134,941 Mixed 31 Mar 2025
Jeffery P. Conklin CFO & Treasurer $1,338,259 Mixed 31 Mar 2026
Robert M. Mauldin III VP, Chief Marketing Officer $923,471 Mixed 28 Mar 2025
Sheryl L. Kinlaw Chief Legal Officer $654,445 Mixed 31 Mar 2026
Harvey J. Waite Chief Actuary $480,125 Mixed 28 Nov 2025
Christopher W. Claus Director $463,436 Mixed 17 Jun 2026
Jerry Davis Director $416,051 Mixed 30 Jan 2026
James Keith Morgan Director $377,932 Mixed 17 Jun 2025
Mary Taylor Director $344,858 Mixed 30 Jan 2026
Cynthia H. Davis Director $332,403 +$453 +0.14% Mixed 05 May 2026
Terry Sam Maness Director $212,267 Mixed 17 Jun 2025
Robert B. Sloan Jr. Director $173,866 Mixed 03 Feb 2023
James A. Eliasberg Former VP, Chief Legal Officer $130,490 Mixed 07 May 2021
Frank A. Keating Director $125,969 Mixed 31 May 2024
Paula L. Guerrero Chief Information Officer $115,971 Median 07 Apr 2026
Bryon Matthew Lewis Chief Operations Officer $73,281 Median 15 Aug 2026
Peter M. Carlson Director $60,420 Mixed 17 Jun 2026
Seth Alan Hoxworth Chief Actuary $42,871 +$20,590 +92% Filing P/S 07 Apr 2026
Errol Dean Gage Director $23,334 Mixed 02 Jun 2022

Recent insider transactions for CITIZENS, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Tax liability -3.79% -796 20,204 15 Aug 2026 Direct
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Options Exercise 14.8% 2,709 21,000 15 Aug 2026 Direct
Paula L. Guerrero CIA Restricted Stock Units Options Exercise -100% -2,709 0 15 Aug 2026 Direct
Bryon Matthew Lewis CIA Citizens, Inc. Class A Common Stock Tax liability -4.77% -640 12,767 15 Aug 2026 Direct
Bryon Matthew Lewis CIA Citizens, Inc. Class A Common Stock Options Exercise 24.4% 2,626 13,407 15 Aug 2026 Direct
Bryon Matthew Lewis CIA Restricted Stock Units Options Exercise -100% -2,626 0 15 Aug 2026 Direct
Seth Alan Hoxworth CIA Citizens, Inc. Class A Common Stock Purchase 92.4% $20,590 $3.83 5,376 11,194 11 Aug 2026 Direct
Jon Stenberg CIA Citizens, Inc. Class A Common Stock Purchase 3.18% $43,795 $3.65 12,000 389,574 11 Aug 2026 Direct
Jon Stenberg CIA Citizens, Inc. Class A Common Stock Purchase 15.3% $199,630 $3.99 50,000 377,574 10 Aug 2026 Direct
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.16% 209 18,291 31 Jul 2026 Direct
Seth Alan Hoxworth CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.83% 105 5,818 31 Jul 2026 Direct
Bryon Matthew Lewis CIA Citizens, Inc. Class A Common Stock Other -49.8% -10,697 10,781 14 Jul 2026 Direct
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.94% 168 18,082 02 Jul 2026 Direct
Seth Alan Hoxworth CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.49% 83.8 5,713 02 Jul 2026 Direct
Sean Samuel Mclaughlin CIA Restricted Stock Units Award 7,042 7,042 17 Jun 2026 Direct
Michael Philip Harwood CIA Restricted Stock Units Award 7,042 7,042 17 Jun 2026 Direct
Mary Taylor CIA Citizens, Inc. Class A Common Stock Options Exercise 24.6% 12,012 60,831 17 Jun 2026 Direct
Mary Taylor CIA Restricted Stock Units Award 7,042 7,042 17 Jun 2026 Direct
Mary Taylor CIA Restricted Stock Units Options Exercise -100% -12,012 0 17 Jun 2026 Direct
Cynthia H. Davis CIA Citizens, Inc. Class A Common Stock Options Exercise 26% 12,012 58,252 17 Jun 2026 Direct
Cynthia H. Davis CIA Restricted Stock Units Award 7,042 7,042 17 Jun 2026 Direct
Cynthia H. Davis CIA Restricted Stock Units Options Exercise -100% -12,012 0 17 Jun 2026 Direct
Peter M. Carlson CIA Citizens, Inc. Class A Common Stock Options Exercise 12,012 12,012 17 Jun 2026 Direct
Peter M. Carlson CIA Restricted Stock Units Award 7,042 7,042 17 Jun 2026 Direct
Peter M. Carlson CIA Restricted Stock Units Options Exercise -100% -12,012 0 17 Jun 2026 Direct
Christopher W. Claus CIA Citizens, Inc. Class A Common Stock Options Exercise 16.6% 12,012 84,405 17 Jun 2026 Direct
Christopher W. Claus CIA Restricted Stock Units Award 7,042 7,042 17 Jun 2026 Direct
Christopher W. Claus CIA Restricted Stock Units Options Exercise -100% -12,012 0 17 Jun 2026 Direct
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.07% 190 17,914 29 May 2026 Direct
Seth Alan Hoxworth CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.72% 95.02 5,629 29 May 2026 Direct
Michael Philip Harwood CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 69.6% 190 463 29 May 2026 Direct
Mary Taylor CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.2% 95.02 48,819 29 May 2026 Direct
Cynthia H. Davis CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.12% 57.01 46,240 29 May 2026 Direct
Jerry Davis CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.51% 380 74,985 29 May 2026 Direct
Jon Stenberg CIA Citizens, Inc. Class A Common Stock Purchase 3.15% $48,192 $4.82 10,000 327,574 21 May 2026 Direct
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.03% 181 17,724 05 May 2026 Direct
Seth Alan Hoxworth CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.67% 90.7 5,534 05 May 2026 Direct
Michael Philip Harwood CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 197.6% 181 273 05 May 2026 Direct
Mary Taylor CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.19% 90.7 48,724 05 May 2026 Direct
Cynthia H. Davis CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.12% 54.42 46,183 05 May 2026 Direct
Jerry Davis CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.49% 363 74,605 05 May 2026 Direct
Paula L. Guerrero CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.06% 184 17,543 07 Apr 2026 Direct
Seth Alan Hoxworth CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 1.72% 91.8 5,443 07 Apr 2026 Direct
Michael Philip Harwood CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 91.8 92 07 Apr 2026 Direct
Mary Taylor CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.19% 91.8 48,634 07 Apr 2026 Direct
Jerry Davis CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.5% 367 74,242 07 Apr 2026 Direct
Cynthia H. Davis CIA Citizens, Inc. Class A Common Stock Small acquisition under Rule 16a-6 0.12% 55.08 46,128 07 Apr 2026 Direct
Jon Stenberg CIA Citizens, Inc. Class A Common Stock Tax liability -1% -3,211 317,574 31 Mar 2026 Direct
Jon Stenberg CIA Citizens, Inc. Class A Common Stock Options Exercise 4.29% 13,186 320,785 31 Mar 2026 Direct
Jon Stenberg CIA Restricted Stock Units Award 42,942 42,942 31 Mar 2026 Direct
* marks a reported price that did not pass the local price check.
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