Primerica director receives phantom stock dividend

Primerica director Beatriz R. Perez reported an automatic share-based award.

Rhea-AI Filing Summary

Primerica director Beatriz R. Perez reported an automatic share-based award. She acquired 54.482 shares tied to Primerica common stock on March 13, 2026 through dividends paid on phantom stock that were reinvested under the Non-Employee Directors' Deferred Compensation Plan. After this grant, her directly held share-equivalent balance increased to 11,362.2757.

Insider Trade Summary

Grant/Award: 54.482 shares

Grant/Award 1 txn

Insider Perez Beatriz R

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	54.482	$249.06	$14K

Holdings After Transaction: Common Stock — 11,362.2757 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.

FAQ

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

What does Primerica (PRI) director Beatriz R. Perez report in this Form 4?

Beatriz R. Perez reports an automatic share-based acquisition. She received 54.482 shares tied to Primerica common stock as dividends on phantom stock, reinvested under the Non-Employee Directors' Deferred Compensation Plan, increasing her direct share-equivalent holdings to 11,362.2757.

How many Primerica (PRI) shares did Beatriz R. Perez acquire in this transaction?

She acquired 54.482 shares tied to common stock. The shares represent dividends paid on phantom stock that were automatically reinvested into additional phantom stock units under Primerica’s Non-Employee Directors' Deferred Compensation Plan at a reference price of $249.06 per share.

Was the Primerica (PRI) Form 4 transaction an open-market purchase or sale?

The transaction was not an open-market trade. It is coded as an "A" transaction, described as a grant, award, or other acquisition, arising from automatic reinvestment of dividends on phantom stock under a deferred compensation plan rather than discretionary market buying or selling.

What are phantom stock units mentioned in the Primerica (PRI) Form 4?

Phantom stock units track the value of common shares. In this case, dividends on existing phantom stock were reinvested into additional units, which are convertible into common stock on a one-for-one basis under the Non-Employee Directors' Deferred Compensation Plan’s terms.

What is Beatriz R. Perez’s Primerica (PRI) share position after this Form 4 transaction?

Her direct share-equivalent holdings rose to 11,362.2757. This figure reflects the impact of receiving 54.482 additional phantom stock units tied to Primerica common stock through automatic dividend reinvestment under the company’s Non-Employee Directors' Deferred Compensation Plan.

What does transaction code "A" signify in this Primerica (PRI) Form 4?

Code "A" indicates a grant, award, or other acquisition. Here, it reflects dividends on phantom stock being reinvested into 54.482 additional phantom stock units, rather than a voluntary open-market purchase or sale by Primerica director Beatriz R. Perez.

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

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Accepted by SEC EDGAR 03/16/2026 - 04:28 PM EDT 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^*

Perez Beatriz R

(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		54.482(1)	A	$249.06	11,362.2757	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.