Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 24 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. | 327,574 | reported | 21 May 2026 | tx 43+721,407−164,013 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | PURCHASE | CITIZENS, INC. | 10,000 | 4.82 USD | |
| 28 Mar 2026 | TAX_WITHHOLDING | CITIZENS, INC. | 4,946 | 4.58 USD | |
| 28 Mar 2026 | EXERCISE | CITIZENS, INC. | 20,310 | — | |
| 30 Mar 2026 | PURCHASE | CITIZENS, INC. | 50,000 | 4.70 USD | |
| 28 Mar 2026 | EXERCISE | CITIZENS, INC. | 20,310 | 0.00 USD | deriv |
| 18 Mar 2026 | EXERCISE | CITIZENS, INC. | 45,249 | — | |
| 18 Mar 2026 | TAX_WITHHOLDING | CITIZENS, INC. | 11,944 | 4.63 USD | |
| 18 Mar 2026 | EXERCISE | CITIZENS, INC. | 45,249 | 0.00 USD | deriv |
| 17 Mar 2026 | PURCHASE | CITIZENS, INC. | 10,000 | 4.81 USD | |
| 17 Jun 2025 | PURCHASE | CITIZENS, INC. | 19,914 | 3.33 USD | |
| 29 May 2025 | PURCHASE | CITIZENS, INC. | 30,000 | 3.69 USD | |
| 29 May 2025 | PURCHASE | CITIZENS, INC. | 4,850 | 3.80 USD | |
| 08 Apr 2025 | PURCHASE | CITIZENS, INC. | 10,000 | 4.20 USD | |
| 07 Apr 2025 | PURCHASE | CITIZENS, INC. | 25,000 | 3.95 USD | |
| 07 Apr 2025 | PURCHASE | CITIZENS, INC. | 35,000 | 3.65 USD | |
| 07 Apr 2025 | PURCHASE | CITIZENS, INC. | 46,340 | 4.03 USD | |
| 28 Mar 2025 | TAX_WITHHOLDING | CITIZENS, INC. | 4,945 | 4.66 USD | |
| 28 Mar 2025 | EXERCISE | CITIZENS, INC. | 20,309 | — | |
| 28 Mar 2025 | EXERCISE | CITIZENS, INC. | 20,309 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | CITIZENS, INC. | 39,560 | 0.00 USD | deriv |
| 18 Mar 2025 | TAX_WITHHOLDING | CITIZENS, INC. | 11,061 | 4.88 USD | |
| 18 Mar 2025 | EXERCISE | CITIZENS, INC. | 45,249 | — | |
| 18 Mar 2025 | EXERCISE | CITIZENS, INC. | 45,249 | 0.00 USD | deriv |
| 16 Sept 2024 | PURCHASE | CITIZENS, INC. | 11,934 | 2.99 USD | |
| 09 Sept 2024 | PURCHASE | CITIZENS, INC. | 95 | 2.99 USD |