Welcome to our dedicated page for Primerica SEC filings (Ticker: PRI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Primerica, Inc. (NYSE: PRI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Primerica is a financial services company serving middle-income households in North America, and its filings offer detail on how its term life insurance and investment and savings products businesses operate.
Among the most important documents for PRI are its annual reports on Form 10-K and quarterly reports on Form 10-Q. These filings typically describe the company’s three primary segments—Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products—and explain how revenues, premiums, commissions and expenses are generated and reported. They also discuss the use of non-GAAP financial measures such as adjusted operating revenues, adjusted net operating income and diluted adjusted operating earnings per share.
Investors can also review current reports on Form 8-K, where Primerica announces material events such as quarterly results releases and the posting of supplemental financial information. These 8-K filings often reference non-GAAP reconciliations and provide links to additional data made available to investors.
For users tracking management and ownership activity, insider transaction reports on Form 4 and related beneficial ownership filings are accessible through the SEC system and can be reviewed alongside other PRI disclosures. Proxy statements on Schedule 14A, when available, typically address topics such as governance and executive compensation.
Stock Titan enhances access to these documents with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly understand segment performance, capital management decisions and adjustments related to non-GAAP measures. Real-time updates from EDGAR ensure that new Primerica filings, including 10-Ks, 10-Qs, 8-Ks and Forms 4, are added as they become available, allowing investors to follow PRI’s regulatory reporting history efficiently.
Primerica is asking stockholders to elect nine directors, approve 2025 executive pay on an advisory basis, and ratify KPMG as auditor at the May 21, 2026 annual meeting. The board highlights strong pay‑for‑performance alignment, with adjusted net operating income ROAE rising to 33.1% in 2025 from 31.2% in 2024.
Stockholder returns were mixed: 2025 total stockholder return was -3.3%, but five‑year TSR reached 107.1%. The company returned approximately $450.0 million through share repurchases and raised the annual dividend by 26.0% to $4.16 per share.
Distribution results were strong in Investment and Savings Products, with sales up 23.6% to $14.9 billion and client assets growing to $128.9 billion, while several term life insurance activity metrics declined from 2024’s unusually strong levels. Primerica also emphasizes board refreshment, expanded stockholder rights, sustainability reporting and extensive human capital initiatives.
The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting its ownership position in Primerica Inc. The filing states The Vanguard Group (and its relevant subsidiaries after an internal realignment) beneficially owns 0 shares of Primerica common stock, representing 0% of the class. The amendment explains the January 12, 2026 internal realignment and reliance on SEC Release No. 34-39538 (January 12, 1998) for disaggregated reporting; the form is signed on 03/27/2026 by Ashley Grim.
Primerica, Inc. director Joel M. Babbit reported an automatic acquisition of 36.627 shares of phantom stock on March 13, 2026 at $249.06 per share. This transaction arose from dividends that were reinvested under the Non-Employee Directors' Deferred Compensation Plan and increased his direct holdings to 8,467.5137 shares of common stock equivalents. The phantom stock is convertible into common stock on a one-for-one basis in accordance with the plan’s terms.
Primerica, Inc. director Amber Lynne Cottle reported an acquisition of common stock-equivalent units through the company’s Non-Employee Directors' Deferred Compensation Plan. On this Form 4, 14.565 shares were credited at a price of 249.0600 per share, representing dividends on phantom stock that were automatically reinvested.
These phantom stock units are convertible into common stock on a one-for-one basis under the plan’s terms. Following this dividend reinvestment, Cottle’s directly held balance in this plan increased to 3,176.7935 shares-equivalent, reflecting routine compensation-related accrual rather than an open-market purchase.
Primerica, Inc. director Barbara A. Yastine reported an acquisition of 64.9920 shares of phantom stock on March 13, 2026 at a referenced value of $249.0600 per share. These units represent dividends paid on existing phantom stock and were automatically reinvested under the Non-Employee Directors' Deferred Compensation Plan.
Each phantom stock unit is convertible into one share of common stock in accordance with the plan’s terms. Following this reinvestment, Yastine’s reported balance in this account is 19,215.7043 shares, reflecting a routine, compensation-related adjustment rather than an open-market trade.
Primerica director Donald R. Williams reported a small equity-based award linked to company stock. On this Form 4, he acquired 44.069 shares of phantom stock, credited through automatic dividend reinvestment under the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis under the plan’s terms. Following this routine compensation-related transaction, Williams holds 20,323.7967 common-stock-equivalent shares directly.
Primerica director Beatriz R. Perez reported an automatic share-based award. She acquired 54.482 shares tied to Primerica common stock on March 13, 2026 through dividends paid on phantom stock that were reinvested under the Non-Employee Directors' Deferred Compensation Plan. After this grant, her directly held share-equivalent balance increased to 11,362.2757.
Primerica director Cynthia N. Day reported an automatic acquisition of 94.152 shares tied to the company's common stock on a grant or award basis, at a reference price of $249.06 per share. This arose from dividends on phantom stock that were reinvested under the Non-Employee Directors' Deferred Compensation Plan.
Following this reinvestment, her directly held position increased to 19,635.323 shares equivalent, with phantom stock convertible into common stock on a one-for-one basis according to the plan. This transaction reflects routine director compensation rather than an open-market purchase.
Primerica director Gary L. Crittenden reported a small equity-based award tied to his board compensation. On the reported date, he acquired 99.777 shares at $249.06 per share through dividends on phantom stock that were automatically reinvested under the Non-Employee Directors' Deferred Compensation Plan.
After this transaction, his directly held balance in this account rose to 20,808.478 shares. The phantom stock units are convertible into common stock on a one-for-one basis according to the plan’s terms, making this a routine, compensation-related increase rather than an open-market trade.