STOCK TITAN

Primerica (PRI) CFO granted 2,330 restricted stock units in equity award

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

Rhea-AI Filing Summary

TAN TRACY XIANGYAN reported acquisition or exercise transactions in this Form 4 filing.

Primerica, Inc. executive Tracy Xiangyan Tan, EVP and Chief Financial Officer, was granted 2,330 restricted stock units (RSUs) on February 20, 2026. Each RSU represents the right to receive one share of PRI common stock. The RSUs vest in three equal annual installments beginning March 1 of the year following the grant, and Tan now holds 6,208 RSUs directly.

Positive

  • None.

Negative

  • None.
Insider TAN TRACY XIANGYAN
Role EVP and Chief Financial Office
Type Security Shares Price Value
Grant/Award Restricted Stock Unit 2,330 $257.46 $600K
Holdings After Transaction: Restricted Stock Unit — 6,208 shares (Direct)
Footnotes (1)
  1. 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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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 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)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP and Chief Financial Office
3. Date of Earliest Transaction (Month/Day/Year)
02/20/2026
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
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
Restricted Stock Unit (1) 02/20/2026 A 2,330 (2) (2) Common Stock 2,330 $257.46 6,208 D
Explanation of Responses:
1. Each RSU represents a contingent right to receive one share of PRI common stock.
2. 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 02/23/2026
** 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) report for Tracy Xiangyan Tan?

Primerica reported that EVP and Chief Financial Officer Tracy Xiangyan Tan received a grant of 2,330 restricted stock units. These RSUs are a form of equity compensation that convert into Primerica common shares as they vest over time, aligning pay with shareholder value.

How many restricted stock units did Primerica’s CFO acquire in this Form 4?

The CFO acquired 2,330 restricted stock units in this transaction. Each unit represents a contingent right to receive one share of Primerica common stock, providing long-term equity-based compensation that depends on continued service and the vesting schedule described in the grant terms.

What is the vesting schedule for the new Primerica (PRI) RSU grant?

The RSUs vest annually in three equal installments beginning on March 1 of the year following the grant. This means the 2,330 units will be divided into three tranches, encouraging multi-year retention and sustained performance by the executive receiving this equity award.

What does each RSU granted to Primerica’s CFO represent?

Each restricted stock unit represents a contingent right to receive one share of Primerica common stock. The units themselves are not shares until they vest, at which point they convert into common stock, giving the executive direct ownership aligned with shareholder interests.

How many restricted stock units does Tracy Xiangyan Tan hold after this transaction?

After this grant, Tracy Xiangyan Tan beneficially holds 6,208 restricted stock units directly. This total reflects her outstanding RSU awards, which will convert into Primerica common shares over time as individual grants satisfy their respective vesting conditions.

Was the Form 4 transaction for Primerica’s CFO a purchase or an award?

The Form 4 transaction reflects a grant or award acquisition of restricted stock units, not an open-market purchase. It is coded as a grant under SEC rules and represents equity compensation awarded by Primerica as part of the executive’s compensation package.