[Form 4] CITIZENS, INC. Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Citizens, Inc. President & CEO Jon Stenberg reported compensation-related equity activity. He exercised 13,186 restricted stock units into the same number of Class A common shares at an exercise price of $0.00, and 3,211 shares were withheld at $5.03 per share to cover tax obligations. He also received a new grant of 42,942 RSUs for the 2026 long-term incentive, vesting in three equal annual installments starting on March 31, 2027. Following these transactions, he holds 317,574 Class A shares directly and retains RSU awards covering 45,249 and 20,309 underlying shares, plus 130,100 Class A shares held indirectly through his spouse.
Positive
- None.
Negative
- None.
Insider Trade Summary
13,186 shares exercised/converted
Mixed
7 txns
Insider
Stenberg Jon
Role
President & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 13,186 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 42,942 | $0.00 | -- |
| Exercise | Citizens, Inc. Class A Common Stock | 13,186 | $0.00 | -- |
| Tax Withholding | Citizens, Inc. Class A Common Stock | 3,211 | $5.03 | $16K |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Citizens, Inc. Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 26,374 shares (Direct);
Citizens, Inc. Class A Common Stock — 320,785 shares (Direct);
Citizens, Inc. Class A Common Stock — 130,100 shares (Indirect, Spouse)
Footnotes (1)
- 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). Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. On March 31, 2026, the reporting person was granted an award of RSUs under the Citizens, Inc. Omnibus Incentive Plan for the 2026 long-term incentive. The RSUs vest in three equal annual installments on the first anniversary of the date of the grant (March 31, 2027) an dthe second anniversary of the date of the grant (March 31, 2028) and the third anniversary of the date of the grant (March 31, 2029). 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). 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).
