[144] PRIMERICA, INC. SEC Filing

Rhea-AI Filing Summary

Form 144 filed for Primerica, Inc. (PRI) reports a proposed sale of 4,000 shares of common stock through Morgan Stanley Smith Barney on 08/18/2025 with an aggregate market value of $1,046,680.00. The shares were originally acquired as restricted stock awards on 02/21/2015. The filer previously sold 2,000 shares on 05/19/2025 under a 10b5-1 plan, generating gross proceeds of $560,739.40. The filing lists 32,391,333 shares outstanding for the issuer and states the sale will occur on the NYSE.

Positive

• Disclosure of acquisition details (date and nature: restricted stock awards on 02/21/2015) improves transparency
• Broker and transaction details provided (Morgan Stanley Smith Barney, NYSE) enabling clear market tracking
• Prior sale in same period disclosed (2,000 shares sold 05/19/2025 for $560,739.40), meeting lookback requirements

Negative

• Insider selling activity (proposed sale of 4,000 shares) could be viewed negatively by some investors seeking insider accumulation
• Filing does not state whether a 10b5-1 plan governs the 08/18/2025 sale (plan adoption date field is blank), leaving ambiguity about whether the sale is pre-planned

Insights

Securities Analyst

TL;DR: Insider plans to sell restricted shares acquired in 2015, following a prior 10b5-1 sale earlier this year.

The filing shows a proposed sale of 4,000 common shares via Morgan Stanley on 08/18/2025, with an aggregate market value of $1,046,680.00. These shares were issued as restricted stock awards on 02/21/2015, indicating they are longstanding holdings rather than recent grants. A prior sale of 2,000 shares on 05/19/2025 produced $560,739.40 in gross proceeds, and the notice references Rule 10b5-1 plan mechanics. For investors, this is a routine insider liquidity event documented under Rule 144; it provides transparency about planned insider dispositions but does not on its face indicate company operational changes.

Corporate Governance Expert

TL;DR: Filing follows required disclosure norms; signatures and 10b5-1 adoption references aim to limit insider trading concerns.

The Form 144 provides the required details: acquisition date (02/21/2015), nature of acquisition (restricted stock awards), broker information, and prior sales in the three-month lookback period. The statement that the signer does not possess undisclosed material adverse information and the inclusion of the earlier 10b5-1 sale signal adherence to regulatory protocols for planned insider sales. Documentation like this supports market transparency and helps satisfy compliance expectations for executive/insider dispositions.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
COMMON	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	4000	1046680.00	32391333	08/18/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	02/21/2015	Restricted Stock Awards	Issuer			4000	02/21/2015	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for PETER W SCHNEIDER 1 Primerica Parkway Duluth GA 30099	COMMON	05/19/2025	2000	560739.40

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does Primerica's (PRI) Form 144 report?

The Form 144 reports a proposed sale of 4,000 common shares via Morgan Stanley on 08/18/2025 with aggregate market value $1,046,680.00.

Who is the seller named in the filing?

The filing records prior 10b5-1 sales for PETER W SCHNEIDER and shows the current proposed sale tied to restricted shares acquired on 02/21/2015.

Were there any recent sales by the same person?

Yes. The filer sold 2,000 shares on 05/19/2025, producing gross proceeds of $560,739.40.

What type of shares are being sold and when were they acquired?

The shares were issued as restricted stock awards and were acquired on 02/21/2015.

On which exchange will the proposed sale occur?

The proposed sale is listed to occur on the NYSE through Morgan Stanley Smith Barney LLC.