STOCK TITAN

Primerica (PRI) director credited new phantom stock units via dividend reinvestment

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
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*
Yastine Barbara A.

(Last) (First) (Middle)
1 PRIMERICA PARKWAY

(Street)
DULUTH GA 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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026
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)
Code V Amount (A) or (D) Price
Common Stock 03/13/2026 A 64.992(1) A $249.06 19,215.7043 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.
/s/ Stacey K. Geer, attorney in fact 03/16/2026
** 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.

FAQ

What insider transaction did Primerica (PRI) director Barbara A. Yastine report?

Barbara A. Yastine reported acquiring 64.9920 phantom stock shares credited at $249.0600 per share. The units came from dividends automatically reinvested under Primerica’s Non-Employee Directors' Deferred Compensation Plan, rather than from an open-market stock purchase.

Is Barbara A. Yastine’s Form 4 transaction in Primerica (PRI) an open-market buy or compensation-related?

The transaction is compensation-related, not an open-market buy. It reflects dividends on existing phantom stock that were automatically reinvested into 64.9920 additional phantom stock units under the Non-Employee Directors' Deferred Compensation Plan.

How many Primerica (PRI) phantom stock units does Barbara A. Yastine hold after this Form 4 transaction?

After the reported transaction, Barbara A. Yastine holds 19,215.7043 phantom stock units. These units are reported as convertible into common stock on a one-for-one basis, in accordance with the terms of Primerica’s Non-Employee Directors' Deferred Compensation Plan.

What is phantom stock in the context of Primerica (PRI) director compensation?

Phantom stock is a form of deferred compensation that tracks the value of common shares without immediate delivery. Under Primerica’s Non-Employee Directors' Deferred Compensation Plan, phantom stock units are convertible into common stock on a one-for-one basis according to the plan’s terms.

What does the $249.0600 per share figure mean in Barbara A. Yastine’s Primerica (PRI) Form 4?

The $249.0600 figure is the referenced value per phantom stock unit used for the 64.9920 units credited. It reflects the valuation applied when dividends on existing phantom stock were automatically reinvested into additional phantom stock under the director deferred compensation plan.

Does Barbara A. Yastine’s Form 4 indicate any sales of Primerica (PRI) stock?

The Form 4 indicates no sales. It reports only an acquisition coded as a grant, award, or other acquisition, representing 64.9920 phantom stock units from dividend reinvestment under the Non-Employee Directors' Deferred Compensation Plan, with total holdings increasing to 19,215.7043 units.
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