Source-grounded facts extracted from CITIZENS, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
CITIZENS, INC. shareholders approved To approve the Company's amended and restated Omnibus Incentive Plan at the 2026-06-16 meeting.
“Proposal 4 – Approval of Amended and Restated Omnibus Incentive Plan For: 8,700,635 98% Against: 94,580 1% Abstain: 92,618 1% Broker Non-Votes: 1,638,768 N/A”
CITIZENS, INC. shareholders approved To approve, on a non-binding advisory basis, executive compensation (“Say-On-Pay”) at the 2026-06-16 meeting.
“Proposal 3 – Approval, on a non-binding advisory basis, of Executive Compensation ("Say-on-Pay") For: 8,766,665 99% Against: 83,841 <1% Abstain: 37,327 <1% Broker Non-Votes: 1,638,768 N/A”
CITIZENS, INC. shareholders approved To ratify the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm for 2026 at the 2026-06-16 meeting.
“Proposal 2 – Ratification of the Appointment of Grant Thornton LLP as Independent Registered Public Accounting Firm for 2026 For: 10,492,944 99.7% Against: 1,005 <1% Abstain: 32,651 <1% Broker Non-Votes: N/A N/A”
CITIZENS, INC. shareholders approved To elect each of the 7 director nominees identified in the Proxy Statement to the Citizens, Inc. Board of Directors at the 2026-06-16 meeting.
“Proposal 1 – Election of Directors Name For Against Abstain Broker Non-Votes Peter M. Carlson 8,835,113 18,809 33,911 1,638,768 Christopher W. Claus 8,752,863 100,318 34,651 1,638,768 Cynthia H. Davis 8,727,837 124,061 35,935 1,638,768 Michael Harwood 8,842,962 7,989 36,881 1,638,768 Sean McLaughlin 8,849,135 6,648 32,049 1,638,768 Jon Stenberg 8,766,788 49,695 71,349 1,638,768 Mary Taylor 8,738,930 115,266 33,637 1,638,768”
CITIZENS, INC. reported first quarter ended March 31, 2026 results: revenue $59.7 million, net income $2.3 million, EPS $0.04 income per fully diluted Class A share.
“Total revenues of $59.7 million in Q1 2026, up 7% from $55.7 million in the year-ago quarter.”
Gerald W. Shields resigned as Director at CITIZENS, INC..
“On April 2, 2025, Gerald W. Shields, former Chief Executive Officer and the only non-independent director of the Board of Directors ("Board") of Citizens, Inc. (the “Company”), submitted a written resignation from the Board contingent upon the Board accepting such resignation and selecting an effective date.”
Gerald W. Shields changed role as Chief Executive Officer at CITIZENS, INC..
“Gerald W. Shields, who has served as the Company’s Chief Executive Officer and Vice Chairman since 2020, will continue as Vice Chairman of the Company's Board of Directors.”
CITIZENS, INC. reported first quarter ended March 31, 2024 results: revenue $57.7 million, net income $4.5 million, EPS $0.09 per fully diluted Class A share.
“First Quarter 2024 Financial Highlights • Total revenues increased 3% to $57.7 million in Q1 2024, from $55.9 million in the year-ago quarter. • First year life and A&H premiums increased 42% in Q1 2024, the sixth consecutive quarter of year-over-year growth in first year premiums, driven by new domestic growth and new products. • Net income of $4.5 million, $0.09 per fully diluted Class A share, in Q1 2024, from $4.9 million, $0.10 in Q1 2023.”
CITIZENS, INC. incurred credit facility of $20,000,000 senior secured revolving credit facility with Regions Bank maturing May 5, 2027.
“Agreement is referred to as the “Credit Facility”). The Credit Facility was renewed on substantially the same terms as the original Credit Agreement and continues to provide a $20,000,000 senior secured revolving credit facility. The Company has not borrowed under the Credit Facility to date. The proceeds of any loan provided to the Company under the Credit”
CITIZENS, INC. amended First Amendment to Credit Agreement with Regions Bank valued at $20,000,000 senior secured revolving credit facility (effective 2024-05-03).
“On May 3, 2024, Citizens, Inc. (the “Company”) entered into the First Amendment to Credit Agreement with Regions Bank (the “Lender”)”
Gerald W. Shields departed as Chief Executive Officer at CITIZENS, INC..
“extended Mr. Shields’ term as Chief Executive Officer to June 30, 2024 in order to facilitate a smooth transition to a new Chief Executive Officer”
Jon Stenberg was appointed as Chief Executive Officer at CITIZENS, INC..
“and will become the Chief Executive Officer on July 1, 2024”
Jon Stenberg was appointed as President at CITIZENS, INC..
“On March 18, 2024, the Company announced that Jon Stenberg, age 58, has been appointed as President of the Company, reporting to Mr. Shields, until June 30, 2024”
CITIZENS, INC. reported the fiscal year ended December 31, 2023 results: revenue $240.7 million, net income $24.4 million, EPS $0.48 per fully diluted Class A share. Guidance initiated.
“drive sustainable, long-term growth and profitability on behalf of our investors,” concluded Shields. Fourth Quarter and Full Year 2023 Financial Highlights • Total revenues of $240.7 million in the full year 2023 compared to $232.5 million in the full year 2022. Total revenues of $66.8 million in Q4 2023, from $67.3 million in the year-ago quarter. • First year life”
CITIZENS, INC. reported the fourth quarter ended December 31, 2023 results: revenue $66.8 million, net income $10.7 million, EPS $0.21 per share. Guidance initiated.
“Quarter and Full Year 2023 Financial Highlights • Total revenues of $240.7 million in the full year 2023 compared to $232.5 million in the full year 2022. Total revenues of $66.8 million in Q4 2023, from $67.3 million in the year-ago quarter. • First year life and A&H premiums increased 4% in Q4 2023, the fifth consecutive quarter of year-over-year growth in”
CITIZENS, INC. reported the third quarter ended September 30, 2023 results: revenue $59.4 million, net income $2.7 million, EPS $0.05.
“Third Quarter 2023 Financial Highlights • Total revenues increased to $59.4 million in Q3 2023, from $56.2 million in the year-ago quarter. • First year life and A&H premiums increased 15% in Q3 2023, the fourth consecutive quarter of year-over-year growth in first year premiums, driven by new products and focused marketing campaigns. • Net income was $2.7 million in Q3 2023, from $3.4 million in Q3 2022. Earnings per fully diluted Class A share was $0.05 in Q3 2023, from $0.06 in the year-ago quarter.”
CITIZENS, INC. reported the second quarter ended June 30, 2023 results: revenue $58.5 million, net income $6.1 million, EPS $0.12 per fully diluted Class A share.
“to $6.1 million in Q2 2023, from $2.5 million in Q2 2022. Earnings per share increased to $0.12 in Q2 2023, from $0.05 in the year-ago quarter. • Total revenues increased to $58.5 million in Q2 2023, from $53.7 million in the year-ago quarter. • First year premiums increased 3% in Q2 2023, the third consecutive quarter of year-over-year growth in first year”
CITIZENS, INC. shareholders approved Advisory Vote on Say-On-Pay Frequency at the 2023-06-20 meeting.
“Proposal 4 – Advisory Vote on Say-On-Pay Frequency The Class A shareholders voted on the Say-On-Pay Frequency as follows: 1 Year 6,124,970.43 2 Years 11,471.91 3 Years 582,401.81 Abstain 16,571.56 Broker Non-Votes: 3,260,350.00”
CITIZENS, INC.: shortened insider trading blackout period from two full trading days to twenty-four hours after material non-public information is made public (effective 2023-06-06).
“The Code has been amended to change the Insider Trading Policy's end date for corporate blackout periods from two full trading days to twenty-four hours after material non-public information has been made public.”
CITIZENS, INC. shareholders approved Non-binding advisory vote to approve executive compensation at the 2023-06-06 meeting.
“Proposal 3 – Advisory Vote to Approve Executive Compensation The Class A shareholders approved the compensation paid to the Company’s named executive officers, as disclosed pursuant to Item 402 of Regulation S-K and contained in the 2023 Proxy Statement, including the Compensation Discussion and Analysis, compensation tables and narrative discussion. For: 6,508,533.51 Against: 505,627.76 Abstain: 28,047.45 Broker Non-Votes: 2,956,859.00”
CITIZENS, INC. shareholders approved Ratification of the appointment of Grant Thornton LLP as independent auditor for 2023 at the 2023-06-06 meeting.
“Proposal 2 – Ratification of the Appointment of Grant Thornton LLP as Independent Auditor Class A shareholders ratified the appointment of Grant Thornton LLP as the Company’s independent registered public accounting firm for 2023. For: 9,944,344.51 Against: 21,440.26 Abstain: 33,221.95 Broker Non-Votes: N/A”
CITIZENS, INC. shareholders approved Election of eight director nominees to serve until next annual meeting at the 2023-06-06 meeting.
“Proposal 1 – Election of Directors The individuals listed below were elected at the Annual Meeting to serve as the Company’s directors until the next annual meeting of shareholders or until their respective successors are duly elected and qualified: Name For Against Abstain Broker Non-Votes Christopher W. Claus 6,538,191.56 313,280.63 190,736.53 2,956,859.00 Cynthia H. Davis 6,259,619.73 760,763.53 21,825.46 2,956,859.00 Jerry D. Davis 6,706,789.93 42,196.43 293,222.35 2,956,859.00 Francis A. Keating II 6,297,309.65 445,474.65 299,301.41 2,956,859.00 Terry S. Maness 6,528,261.95 47,785.64 466,161.13 2,956,859.00 J. Keith Morgan 6,534,480.65 486,014.87 21,713.20 2,956,859.00 Gerald W. Shields 6,529,383.08 47,289.77 465,535.86 2,956,859.00 Mary Taylor 6,255,592.63 492,258.91 294,357.17 2,956,859.00”
CITIZENS, INC. reported the quarter ended March 31, 2023 results: revenue $55.9 million, net income $4.9 million, EPS $0.10 per fully diluted class A share.
“EX-99.1 (EX-99.1) --- Citizens Reports First Quarter 2023 Financial Results • Q1 2023 net income of $4.9 million, or $0.10 per fully diluted class A share • Total revenues of $55.9 million grew 1%, driven by new business and higher net investment income • Q1 2023 first year premiums increased 24% year-over-year, driven by growth across Life Insurance and Home”
CITIZENS, INC. reported the quarter and year ended December 31, 2022 results: net income $6.6 million, or $0.13 per diluted class A share.
“Net loss for the year ended December 31, 2022 totaled $6.6 million, or $0.13 per diluted class A share, compared to a net gain of $36.8 million, or $0.73 per diluted class A share, in 2021.”
CITIZENS, INC. reported third quarter ended September 30, 2022 results: net income $5.1 million, EPS $0.10 per fully diluted class A share.
“Net loss for the third quarter of 2022 totaled $5.1 million, or $0.10 per fully diluted class A share”
Gerald W. Shields was appointed as Chief Executive Officer at CITIZENS, INC..
“Citizens, Inc. (“Citizens” or the “Company”) announced that its Board of Directors (the “Board”) has appointed Gerald W. Shields as Chief Executive Officer, effective January 1, 2022.”
Mary Taylor was elected as Director at CITIZENS, INC..
“The Board of Directors (“Board”) of Citizens, Inc. (the “Company”) elected Cindy Davis, J. Keith Morgan and Mary Taylor to fill the three vacancies on the Board effective as of August 1, 2021.”
J. Keith Morgan was elected as Director at CITIZENS, INC..
“The Board of Directors (“Board”) of Citizens, Inc. (the “Company”) elected Cindy Davis, J. Keith Morgan and Mary Taylor to fill the three vacancies on the Board effective as of August 1, 2021.”
Cindy Davis was elected as Director at CITIZENS, INC..
“The Board of Directors (“Board”) of Citizens, Inc. (the “Company”) elected Cindy Davis, J. Keith Morgan and Mary Taylor to fill the three vacancies on the Board effective as of August 1, 2021.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.