Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIZENS, INC. | 178,914.13 | reported | 28 Mar 2026 | tx 69+518,895.13−278,354 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Mar 2026 | TAX_WITHHOLDING | CITIZENS, INC. | 3,035 | 4.58 USD | |
| 28 Mar 2026 | EXERCISE | CITIZENS, INC. | 12,461 | — | |
| 28 Mar 2026 | TAX_WITHHOLDING | CITIZENS, INC. | 3,042 | 4.58 USD | |
| 28 Mar 2026 | EXERCISE | CITIZENS, INC. | 12,489 | — | |
| 28 Mar 2026 | EXERCISE | CITIZENS, INC. | 12,489 | 0.00 USD | deriv |
| 28 Mar 2026 | EXERCISE | CITIZENS, INC. | 12,461 | 0.00 USD | deriv |
| 31 Mar 2025 | TAX_WITHHOLDING | CITIZENS, INC. | 2,355 | 4.55 USD | |
| 31 Mar 2025 | EXERCISE | CITIZENS, INC. | 7,847 | — | |
| 31 Mar 2025 | TAX_WITHHOLDING | CITIZENS, INC. | 1,911 | 4.55 USD | |
| 31 Mar 2025 | EXERCISE | CITIZENS, INC. | 9,668 | — | |
| 28 Mar 2025 | EXERCISE | CITIZENS, INC. | 12,489 | — | |
| 28 Mar 2025 | TAX_WITHHOLDING | CITIZENS, INC. | 3,041 | 4.66 USD | |
| 28 Mar 2025 | EXERCISE | CITIZENS, INC. | 12,461 | — | |
| 28 Mar 2025 | TAX_WITHHOLDING | CITIZENS, INC. | 3,034 | 4.66 USD | |
| 31 Mar 2025 | EXERCISE | CITIZENS, INC. | 9,668 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | CITIZENS, INC. | 17,582 | 0.00 USD | deriv |
| 28 Mar 2025 | EXERCISE | CITIZENS, INC. | 12,489 | 0.00 USD | deriv |
| 28 Mar 2025 | EXERCISE | CITIZENS, INC. | 12,461 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | CITIZENS, INC. | 7,847 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | CITIZENS, INC. | 7,846 | — | |
| 31 Mar 2024 | TAX_WITHHOLDING | CITIZENS, INC. | 1,911 | 2.14 USD | |
| 31 Mar 2024 | EXERCISE | CITIZENS, INC. | 9,668 | — | |
| 31 Mar 2024 | TAX_WITHHOLDING | CITIZENS, INC. | 2,354 | 2.14 USD | |
| 28 Mar 2024 | GRANT_AWARD | CITIZENS, INC. | 37,383 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | CITIZENS, INC. | 9,668 | 0.00 USD | deriv |