Primerica (NYSE: PRI) CFO reports RSU vesting and tax-share withholdings

Q: What insider activity did Primerica (PRI) report for Tracy Xiangyan Tan?

Primerica reported that EVP and Chief Financial Office Tracy Xiangyan Tan had RSUs vest into common shares and related tax-withholding share dispositions on March 1, 2026 . These transactions reflect equity compensation events rather than open-market stock purchases or sales.

Q: How many restricted stock units vested for Primerica EVP Tracy Tan?

Three tranches of RSUs vested for Primerica EVP Tracy Tan , covering 406 , 680 , and 703 restricted stock units. Footnotes explain each RSU represents a contingent right to receive one share of Primerica common stock upon vesting and settlement.

Q: Were any Primerica (PRI) shares sold by Tracy Tan in the Form 4 filing?

The filing shows share dispositions of 121 , 227 , and 315 Primerica common shares, all coded as F transactions. Footnotes clarify these shares were withheld to cover taxes due upon RSU vesting, not open-market sales for investment purposes.

Q: How do Primerica RSUs convert into common shares for executives?

Primerica RSUs reported for executives like Tracy Tan each represent a contingent right to receive one share of common stock. Footnotes state the RSUs vest annually in three equal installments , beginning on March 1 of the year following the grant date.

Q: What does transaction code M mean in the Primerica Form 4 for Tracy Tan?

Transaction code M in the Primerica Form 4 for Tracy Tan indicates the exercise or conversion of a derivative security . In this case, it reflects RSUs converting into Primerica common stock upon vesting as part of the executive’s equity compensation program.

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Primerica, Inc. executive Tracy Xiangyan Tan, EVP and Chief Financial Office, reported multiple equity transactions on March 1, 2026 tied to restricted stock units (RSUs). RSUs vested into common shares in three tranches of 406, 680, and 703 units, each converting into an equal number of Primerica common shares.

In connection with these vestings, common shares were acquired at prices around $253.60–$253.66 per share, while separate transactions disposed of 121, 227, and 315 shares to cover tax withholding obligations. Footnotes state that each RSU represents a contingent right to receive one share of Primerica common stock and that RSUs vest annually in three equal installments beginning March 1 following the grant.

Insider Trade Summary

1,789 shares exercised/converted

Mixed 9 txns

Insider TAN TRACY XIANGYAN

Role EVP and Chief Financial Office

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Unit	406	$0.00	--
Exercise	Restricted Stock Unit	680	$0.00	--
Exercise	Restricted Stock Unit	703	$0.00	--
Exercise	Common Stock	406	$253.60	$103K
Tax Withholding	Common Stock	121	$253.66	$31K
Exercise	Common Stock	680	$253.66	$172K
Tax Withholding	Common Stock	227	$253.66	$58K
Exercise	Common Stock	703	$253.66	$178K
Tax Withholding	Common Stock	315	$253.66	$80K

Holdings After Transaction: Restricted Stock Unit — 5,802 shares (Direct); Common Stock — 1,426 shares (Direct)

Footnotes (1)

Represents RSUs vested on March 1, 2026. Represents shares withheld to cover taxes due upon the vesting of RSUs. Each RSU represents a contingent right to receive one share of PRI common stock. The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 03/03/2026 - 05:36 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

TAN TRACY XIANGYAN

(Last)

(First)

(Middle)

1 PRIMERICA PARKWAY

(Street)

DULUTH

30099

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
Primerica, Inc. [ PRI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	EVP and Chief Financial Office

3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/01/2026		M		406⁽¹⁾	A	$253.6	1,426	D
Common Stock	03/01/2026		F		121⁽²⁾	D	$253.66	1,305	D
Common Stock	03/01/2026		M		680⁽¹⁾	A	$253.66	1,985	D
Common Stock	03/01/2026		F		227⁽²⁾	D	$253.66	1,758	D
Common Stock	03/01/2026		M		703⁽¹⁾	A	$253.66	2,461	D
Common Stock	03/01/2026		F		315⁽²⁾	D	$253.66	2,146	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Unit	⁽³⁾	03/01/2026		M			406	⁽⁴⁾	⁽⁴⁾	Common Stock	406	$0	5,802	D
Restricted Stock Unit	⁽³⁾	03/01/2026		M			680	⁽⁴⁾	⁽⁴⁾	Common Stock	680	$0	5,122	D
Restricted Stock Unit	⁽³⁾	03/01/2026		M			703	⁽⁴⁾	⁽⁴⁾	Common Stock	703	$0	4,419	D

Explanation of Responses:

1. Represents RSUs vested on March 1, 2026.

2. Represents shares withheld to cover taxes due upon the vesting of RSUs.

3. Each RSU represents a contingent right to receive one share of PRI common stock.

4. The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant.

	/s/ Stacey K. Geer, attorney in fact	03/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider activity did Primerica (PRI) report for Tracy Xiangyan Tan?

Primerica reported that EVP and Chief Financial Office Tracy Xiangyan Tan had RSUs vest into common shares and related tax-withholding share dispositions on March 1, 2026. These transactions reflect equity compensation events rather than open-market stock purchases or sales.

How many restricted stock units vested for Primerica EVP Tracy Tan?

Three tranches of RSUs vested for Primerica EVP Tracy Tan, covering 406, 680, and 703 restricted stock units. Footnotes explain each RSU represents a contingent right to receive one share of Primerica common stock upon vesting and settlement.

Were any Primerica (PRI) shares sold by Tracy Tan in the Form 4 filing?

The filing shows share dispositions of 121, 227, and 315 Primerica common shares, all coded as F transactions. Footnotes clarify these shares were withheld to cover taxes due upon RSU vesting, not open-market sales for investment purposes.

At what prices were Primerica common shares recorded in Tracy Tan’s Form 4?

Primerica common stock linked to the RSU vesting and tax-withholding events was reported at prices around $253.60–$253.66 per share. These prices apply to the non-derivative common stock entries associated with the RSU conversions and related tax-withholding dispositions.

How do Primerica RSUs convert into common shares for executives?

Primerica RSUs reported for executives like Tracy Tan each represent a contingent right to receive one share of common stock. Footnotes state the RSUs vest annually in three equal installments, beginning on March 1 of the year following the grant date.

What does transaction code M mean in the Primerica Form 4 for Tracy Tan?

Transaction code M in the Primerica Form 4 for Tracy Tan indicates the exercise or conversion of a derivative security. In this case, it reflects RSUs converting into Primerica common stock upon vesting as part of the executive’s equity compensation program.