STOCK TITAN

Primerica (PRI) director gains phantom stock shares through dividend reinvestment

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

Rhea-AI Filing Summary

Primerica, Inc. director Donald R. Williams reported an automatic acquisition of 42.288 shares of common stock equivalents on 2026-06-12. The footnote explains this reflects dividends on phantom stock that were reinvested into additional phantom stock under the Non-Employee Directors' Deferred Compensation Plan, which is convertible into common stock on a one-for-one basis. Following this routine compensation-related transaction, Williams holds 21,006.0847 shares directly.

Positive

  • None.

Negative

  • None.
Insider Williams Donald R.
Role null
Type Security Shares Price Value
Grant/Award Common Stock 42.288 $278.96 $12K
Holdings After Transaction: Common Stock — 21,006.085 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares granted 42.288 shares Automatic grant on phantom stock dividend reinvestment, 2026-06-12
Implied price per share $278.96 per share Value assigned to the 42.288-share grant
Shares owned after transaction 21,006.0847 shares Total direct ownership after 2026-06-12 grant
phantom stock financial
"Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock"
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 financial
"Phantom stock is convertible into common stock on a one-for-one basis"
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SEC Form 4
FORM 4UNITED 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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock06/12/2026A42.288(1)A$278.9621,006.0847D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 fact06/15/2026
** Signature of Reporting PersonDate
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)

FAQ

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

Donald R. Williams reported an automatic grant of 42.288 shares. These shares reflect dividends on phantom stock that were reinvested into additional phantom stock under a deferred compensation plan, rather than an open-market purchase or sale.

Was the Primerica (PRI) Form 4 transaction an open-market buy or sell?

The Form 4 does not show an open-market buy or sell. The transaction is coded as a grant or award, representing dividend reinvestment into phantom stock under a Non-Employee Directors' Deferred Compensation Plan, not a discretionary market trade.

How many Primerica (PRI) shares does Donald R. Williams hold after this Form 4?

After the reported transaction, Williams holds 21,006.0847 shares. The filing shows this total direct ownership following the 42.288-share automatic grant tied to phantom stock dividend reinvestment under the director deferred compensation plan.

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

Phantom stock is a deferred compensation unit tied to Primerica’s common stock. According to the filing, phantom stock in the Non-Employee Directors' Deferred Compensation Plan is convertible into common stock on a one-for-one basis under the plan’s terms.

Why did Donald R. Williams receive additional phantom stock at Primerica (PRI)?

Williams received additional phantom stock due to dividend reinvestment. The footnote states dividends paid on existing phantom stock were automatically reinvested into more phantom stock under the Non-Employee Directors' Deferred Compensation Plan.