Primerica director adds 40.5 phantom stock units

A Primerica director received additional phantom stock units through automatic dividend reinvestment under the company’s deferred compensation plan.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 40.513 shares

Grant/Award 1 txn

Insider Williams Donald R.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	40.513	$292.44	$12K

Holdings After Transaction: Common Stock — 21,046.5977 shares (Direct)

Footnotes (1)

1. F1. 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.

Key Figures

Phantom shares acquired: 40.5130 shares Reference value per phantom share: $292.44 per share Total phantom shares after transaction: 21,046.5977 shares

3 metrics

Phantom shares acquired 40.5130 shares Automatic dividend reinvestment on September 14, 2026

Reference value per phantom share $292.44 per share Value used for the September 14, 2026 phantom stock dividend reinvestment

Total phantom shares after transaction 21,046.5977 shares Director’s direct phantom stock-equivalent holdings following the September 14, 2026 transaction

Key Terms

phantom stock, Non-Employee Directors' Deferred Compensation Plan, convertible into common stock on a one-for-one basis

3 terms

phantom stock financial

"Represents dividends paid on phantom stock that were reinvested automatically"

A phantom stock is a form of compensation that gives employees or executives the benefits of stock ownership, such as the increase in stock value, without actually giving them real shares. It acts like a promise to pay the employee the equivalent value of company stock later, often as a bonus or incentive. This allows companies to motivate and reward staff without diluting ownership or transferring actual shares.

Non-Employee Directors' Deferred Compensation Plan financial

"in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan"

convertible into common stock on a one-for-one basis financial

"Phantom stock is convertible into common stock on a one-for-one basis"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Primerica (PRI) report for Donald R. Williams?

Donald R. Williams reported an automatic acquisition of 40.5130 shares of common stock-equivalent phantom stock on September 14, 2026, arising from dividend reinvestment under Primerica’s Non-Employee Directors' Deferred Compensation Plan.

At what value were the new phantom stock units credited in the PRI Form 4?

The additional phantom stock units were credited at a reference value of $292.44 per share, as disclosed for the September 14, 2026 transaction reported for Primerica director Donald R. Williams.

How many phantom stock-equivalent shares does the Primerica (PRI) director hold after this transaction?

Following the September 14, 2026 dividend reinvestment, Donald R. Williams holds 21,046.5977 shares of phantom stock directly under Primerica’s Non-Employee Directors' Deferred Compensation Plan.

What is phantom stock in the context of Primerica (PRI)’s deferred compensation plan?

Primerica’s filing states that phantom stock represents units under the Non-Employee Directors' Deferred Compensation Plan and is convertible into common stock on a one-for-one basis in accordance with the terms of that plan.

Was the Primerica (PRI) insider transaction made under a Rule 10b5-1 trading plan?

No. The Form 4 indicates the Rule 10b5-1 checkbox is not marked, and the transaction is described instead as dividends paid on phantom stock reinvested automatically under the Non-Employee Directors' Deferred Compensation Plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Available on EDGAR 09/14/2026 - 04:57 PM Accepted by SEC EDGAR 09/14/2026 - 04:44 PM Learn about SEC filing dates

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^*

Williams Donald R.

(Last) (First) (Middle)

1 PRIMERICA PARKWAY

(Street)

DULUTH GEORGIA 30099

(City) (State) (Zip)

UNITED STATES

(Country)

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)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/14/2026

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

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

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

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	09/14/2026		A		40.513(1)	A	$292.44	21,046.5977	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	09/14/2026
	** 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.
* Form 4: SEC 1474 (03-26)