Primerica, Inc. filings document operating results and governance matters for a financial services company built around term life insurance and investment and savings product distribution. Recent 8-K reports furnish quarterly results and non-GAAP measures such as adjusted operating revenues, adjusted operating income, adjusted net operating income, diluted adjusted operating earnings per share, and adjusted stockholders’ equity, including treatment of IPO coinsurance transactions and investment gains or losses.
Proxy and governance filings cover director elections, executive compensation, pay-versus-performance data, board matters, and stockholder voting procedures. Other current reports document bylaw provisions for stockholder-requested special meetings and board composition disclosures.
Primerica, Inc. (PRI) reported that Chief Executive Officer and director Glenn J. Williams made a bona fide gift transfer of 5,475 shares of Primerica common stock on September 14, 2026. The transaction was reported as a disposition with no per-share price and left him holding 26,720.995 shares directly.
The filing indicates one gift transaction and no purchases or sales of shares, and it does not report use of a Rule 10b5-1 trading plan.
Primerica, Inc. (PRI) director Barbara A. Yastine reported an automatic acquisition related to deferred compensation. On September 14, 2026, she received 55.857 additional phantom stock units, valued at $292.44 each, representing dividends that were reinvested under the Non-Employee Directors' Deferred Compensation Plan. These phantom stock units are convertible into common stock on a one-for-one basis, bringing her directly held equivalent position to 19,969.8663 shares after the transaction.
Primerica, Inc. (PRI) director Donald R. Williams reported an automatic acquisition of 40.5130 shares of common stock-equivalent phantom stock on September 14, 2026. The shares were credited at a reference value of $292.44 per share, bringing his directly held phantom stock balance to 21,046.5977 shares.
According to the footnote, this transaction reflects dividends paid on phantom stock that were reinvested automatically into additional phantom stock under the Non-Employee Directors' Deferred Compensation Plan, which provides that phantom stock is convertible into common stock on a one-for-one basis.
Primerica, Inc. (PRI) reported that director Cynthia N. Day acquired additional economic exposure to the company’s common stock on September 14, 2026 through a compensation-related award. The transaction reflects 83.556 share-equivalent units at a reference value of $292.44 per share, credited under a deferred compensation arrangement.
After this transaction, Day’s directly held share-equivalent position reported in the form stands at 20,446.097 shares. According to the footnote, the award represents dividends on phantom stock automatically reinvested into additional phantom stock, which is convertible into common stock on a one-for-one basis in accordance with the Non-Employee Directors' Deferred Compensation Plan. No Rule 10b5-1 trading plan is reported for this filing.
Primerica, Inc. (PRI) director Amber Lynne Cottle reported an automatic compensation-related acquisition of 11.9313 shares on September 14, 2026, at a reference value of $292.44 per share. The footnote explains this represents dividends on phantom stock that were automatically reinvested into additional phantom stock units under the Non-Employee Directors' Deferred Compensation Plan, which are convertible into common stock on a one-for-one basis. Following this transaction, she is reported to hold 3,560.5443 shares on a direct basis.
Primerica, Inc. (PRI) reported that director Joel M. Babbit acquired an additional 34.1162 shares equivalent of common stock on September 14, 2026 through a grant under a compensation plan. The transaction reflects dividends on phantom stock automatically reinvested into additional phantom stock units at $292.44 per share equivalent.
Following this award, Babbit’s directly held phantom stock balance, which is convertible into common stock on a one-for-one basis under the Non-Employee Directors' Deferred Compensation Plan, increased to 9,177.2415 shares equivalent. No Rule 10b5-1 trading plan is reported in connection with this acquisition.
Primerica, Inc. executive Peter W. Schneider, President, reported selling 1,800 shares of Primerica common stock on 2026-08-17 in an open-market or private transaction at $312.65 per share. After this sale, he directly holds 8,011 shares of common stock. The transaction is affirmed as made pursuant to a Rule 10b5-1 trading plan, indicating it followed a pre-established trading arrangement.
Primerica insider Peter W. Schneider filed a notice of intent to sell 1,800 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE. The shares relate to Restricted Stock Awards dated March 1, 2024 and are associated with Rule 10b5-1 sales having an aggregate value of $503,351.46 reported for May 18, 2026.
Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 2,768,786 shares of Primerica, Inc. common stock, representing 8.9% of the class as of June 30, 2026. This position makes the firm a significant institutional shareholder in Primerica.
The investor has sole voting power over 1,836,394 shares and shared voting power over 524,708 shares. It also has sole dispositive power over 2,244,078 shares and shared dispositive power over 524,708 shares, indicating substantial control over how these shares are voted and whether they are held or sold.
Primerica, Inc. director Amber Lynne Cottle reported selling 279 shares of Primerica common stock on 2026-08-11 in an open market or private transaction at a price of $313.6288 per share. Following this sale, she directly holds 3548.6130 shares of Primerica common stock.