Every Form 4 that PRIMERICA, INC. (PRI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow PRI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PRI filings page.
Primerica, Inc. (PRI) reported that Chief Executive Officer and director Glenn J. Williams made a bona fide gift transfer of 5,475 shares of Primerica common stock on September 14, 2026. The transaction was reported as a disposition with no per-share price and left him holding 26,720.995 shares directly.
The filing indicates one gift transaction and no purchases or sales of shares, and it does not report use of a Rule 10b5-1 trading plan.
Primerica, Inc. (PRI) director Barbara A. Yastine reported an automatic acquisition related to deferred compensation. On September 14, 2026, she received 55.857 additional phantom stock units, valued at $292.44 each, representing dividends that were reinvested under the Non-Employee Directors' Deferred Compensation Plan. These phantom stock units are convertible into common stock on a one-for-one basis, bringing her directly held equivalent position to 19,969.8663 shares after the transaction.
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.
Primerica, Inc. (PRI) reported that director Cynthia N. Day acquired additional economic exposure to the company’s common stock on September 14, 2026 through a compensation-related award. The transaction reflects 83.556 share-equivalent units at a reference value of $292.44 per share, credited under a deferred compensation arrangement.
After this transaction, Day’s directly held share-equivalent position reported in the form stands at 20,446.097 shares. According to the footnote, the award represents dividends on phantom stock automatically reinvested into additional phantom stock, which is convertible into common stock on a one-for-one basis in accordance with the Non-Employee Directors' Deferred Compensation Plan. No Rule 10b5-1 trading plan is reported for this filing.
Primerica, Inc. (PRI) director Amber Lynne Cottle reported an automatic compensation-related acquisition of 11.9313 shares on September 14, 2026, at a reference value of $292.44 per share. The footnote explains this represents dividends on phantom stock that were automatically reinvested into additional phantom stock units under the Non-Employee Directors' Deferred Compensation Plan, which are convertible into common stock on a one-for-one basis. Following this transaction, she is reported to hold 3,560.5443 shares on a direct basis.
Primerica, Inc. (PRI) reported that director Joel M. Babbit acquired an additional 34.1162 shares equivalent of common stock on September 14, 2026 through a grant under a compensation plan. The transaction reflects dividends on phantom stock automatically reinvested into additional phantom stock units at $292.44 per share equivalent.
Following this award, Babbit’s directly held phantom stock balance, which is convertible into common stock on a one-for-one basis under the Non-Employee Directors' Deferred Compensation Plan, increased to 9,177.2415 shares equivalent. No Rule 10b5-1 trading plan is reported in connection with this acquisition.
Primerica, Inc. executive Peter W. Schneider, President, reported selling 1,800 shares of Primerica common stock on 2026-08-17 in an open-market or private transaction at $312.65 per share. After this sale, he directly holds 8,011 shares of common stock. The transaction is affirmed as made pursuant to a Rule 10b5-1 trading plan, indicating it followed a pre-established trading arrangement.
Primerica, Inc. director Amber Lynne Cottle reported selling 279 shares of Primerica common stock on 2026-08-11 in an open market or private transaction at a price of $313.6288 per share. Following this sale, she directly holds 3548.6130 shares of Primerica common stock.
Primerica, Inc. Chief Executive Officer Glenn J. Williams reported a sale of 1,500 shares of Common Stock on 2026-08-10 in an open-market or private transaction at $320.20 per share. After this transaction, he directly holds 32,195.995 shares. The trade was made under a Rule 10b5-1 trading plan.
Yastine Barbara A. reported acquisition or exercise transactions in this Form 4 filing.
Primerica director Barbara A. Yastine reported an automatic award of additional phantom stock units linked to company common stock. On June 12, 2026, dividends on existing phantom stock were reinvested into 58.305 new phantom stock units at $278.96 per unit under the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis under this plan, and Yastine now holds 19,914.0093 phantom stock units in total. This reflects routine non‑cash director compensation rather than an open-market purchase or sale.
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.
Primerica director Cynthia N. Day reported an automatic award of additional phantom stock units tied to dividends. On the transaction date, she acquired 87.218 phantom stock units of Primerica common stock at a referenced value of $278.96 per share.
These units represent dividends on existing phantom stock that were reinvested under the Non-Employee Directors' Deferred Compensation Plan. After this grant, Day holds a total of 20,362.541 phantom stock units, which are convertible into common stock on a one-for-one basis under the plan’s terms.
Primerica director Amber Lynne Cottle reported an automatic acquisition of additional phantom stock units tied to common stock. The filing shows 12.4726 shares credited on reinvested dividends at $278.96 per share under the Non-Employee Directors' Deferred Compensation Plan, bringing her directly held phantom stock-equivalent balance to 3,831.5743 shares.
Primerica director Joel M. Babbit reported a compensation-related acquisition of phantom stock tied to company dividends. On 2026-06-12, he received 35.6116 phantom shares valued at $278.96 per share, representing dividends automatically reinvested under the Non-Employee Directors' Deferred Compensation Plan. This increased his phantom stock balance to 9,143.1253 units, each convertible into common stock on a one-for-one basis under the plan’s terms. The filing reflects routine non-cash director compensation rather than an open-market stock purchase or sale.
Primerica, Inc. Chief Executive Officer Glenn J. Williams sold shares in an open-market transaction. On June 12, 2026, he sold 1,500 shares of Primerica common stock at an average price of $280.49 per share. Following this sale, he directly holds 33,695.995 common shares.
DAY CYNTHIA N reported acquisition or exercise transactions in this Form 4 filing.
Primerica director Cynthia N. Day received an equity award of 640 restricted stock units (RSUs) of Primerica common stock, recorded at $281.06 per share. After this grant, her directly held position totals 20,275.323 shares.
Each RSU represents a contingent right to receive one share of Primerica common stock upon vesting. The RSUs vest in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, reflecting a structured, multi-year compensation award rather than an open-market share purchase.
Yastine Barbara A. reported acquisition or exercise transactions in this Form 4 filing.
Primerica, Inc. director Barbara A. Yastine received an award of 640 shares of common stock as equity compensation. The grant was valued at $281.06 per share and increased her direct holdings to 19,855.7043 shares. These restricted stock units vest in four equal installments through May 19, 2027.
Wilson Darryl L. reported acquisition or exercise transactions in this Form 4 filing.
Primerica director Darryl L. Wilson received an equity award of 640 shares of common stock, granted as restricted stock units under the company’s 2020 Omnibus Incentive Plan at a reference price of $281.06 per share. This is a compensation-related grant rather than an open‑market purchase.
The RSUs vest in four equal installments of 25% each on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, aligning value realization with multi‑year service. Following this grant, Wilson holds 2,007 Primerica common shares directly.
Williams Donald R. reported acquisition or exercise transactions in this Form 4 filing.
Primerica, Inc. director Donald R. Williams received an equity award of 640 shares of common stock, valued at $281.06 per share, in the form of restricted stock units (RSUs). Each RSU represents a contingent right to one share of PRI common stock and vests in four 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027. Following this grant, Williams directly holds 20,963.7967 shares of Primerica common stock.
Dheer Sanjeev reported acquisition or exercise transactions in this Form 4 filing.
Primerica director Sanjeev Dheer received an equity award of 640 shares of common stock in the form of restricted stock units (RSUs). The award is valued at $281.06 per share and increases his directly held position to 4,350.5482 shares after the grant.
Each RSU represents a contingent right to receive one share of Primerica common stock under the company’s 2020 Omnibus Incentive Plan. The RSUs vest in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, aligning compensation with longer-term service.
Primerica, Inc. director Amber Lynne Cottle reported an equity compensation grant of common stock. She acquired 640 shares on May 21, 2026 at $281.06 per share as a grant or award, bringing her direct holdings to 3,819.1017 shares of common stock.
The award is in the form of restricted stock units (RSUs) granted under Primerica's 2020 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of PRI common stock and vests in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027.
Babbit Joel M. reported acquisition or exercise transactions in this Form 4 filing.
Primerica director Joel M. Babbit reported receiving an equity award tied to 640 shares of Primerica common stock, valued at $281.06 per share. The award consists of restricted stock units (RSUs) granted under the company’s 2020 Omnibus Incentive Plan, each representing a contingent right to one share of common stock. After this grant, Babbit holds 9,107.5137 common shares directly. The RSUs vest in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, meaning shares will be delivered over this schedule as vesting conditions are met.
Addison John A. Jr. reported acquisition or exercise transactions in this Form 4 filing.
Primerica, Inc. director John A. Addison Jr. reported an award of 640 shares of common stock in the form of restricted stock units (RSUs). The grant is valued at $281.06 per share and brings his directly held stake to 16,342.782 shares after the award.
The RSUs were granted under Primerica’s 2020 Omnibus Incentive Plan and represent rights to receive an equal number of Primerica shares over time. They vest in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, tying director compensation to the company’s long-term performance.
Primerica, Inc. president Peter W. Schneider reported an open-market sale of 1,800 shares of Primerica common stock on May 18, 2026 at an average price of $279.6397 per share. According to the filing, the shares were sold in multiple transactions at prices ranging from $274.43 to $280.80. After this sale, Schneider directly owns 9,811 shares of Primerica common stock.
Primerica, Inc. director Joel M. Babbit reported an automatic acquisition of 36.627 shares of phantom stock on March 13, 2026 at $249.06 per share. This transaction arose from dividends that were reinvested under the Non-Employee Directors' Deferred Compensation Plan and increased his direct holdings to 8,467.5137 shares of common stock equivalents. The phantom stock is convertible into common stock on a one-for-one basis in accordance with the plan’s terms.
Primerica, Inc. director Amber Lynne Cottle reported an acquisition of common stock-equivalent units through the company’s Non-Employee Directors' Deferred Compensation Plan. On this Form 4, 14.565 shares were credited at a price of 249.0600 per share, representing dividends on phantom stock that were automatically reinvested.
These phantom stock units are convertible into common stock on a one-for-one basis under the plan’s terms. Following this dividend reinvestment, Cottle’s directly held balance in this plan increased to 3,176.7935 shares-equivalent, reflecting routine compensation-related accrual rather than an open-market purchase.
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.
Primerica director Donald R. Williams reported a small equity-based award linked to company stock. On this Form 4, he acquired 44.069 shares of phantom stock, credited through automatic dividend reinvestment under the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis under the plan’s terms. Following this routine compensation-related transaction, Williams holds 20,323.7967 common-stock-equivalent shares directly.
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.
Primerica director Cynthia N. Day reported an automatic acquisition of 94.152 shares tied to the company's common stock on a grant or award basis, at a reference price of $249.06 per share. This arose from dividends on phantom stock that were reinvested under the Non-Employee Directors' Deferred Compensation Plan.
Following this reinvestment, her directly held position increased to 19,635.323 shares equivalent, with phantom stock convertible into common stock on a one-for-one basis according to the plan. This transaction reflects routine director compensation rather than an open-market purchase.
Primerica director Gary L. Crittenden reported a small equity-based award tied to his board compensation. On the reported date, he acquired 99.777 shares at $249.06 per share through dividends on phantom stock that were automatically reinvested under the Non-Employee Directors' Deferred Compensation Plan.
After this transaction, his directly held balance in this account rose to 20,808.478 shares. The phantom stock units are convertible into common stock on a one-for-one basis according to the plan’s terms, making this a routine, compensation-related increase rather than an open-market trade.
Primerica, Inc. President Peter W. Schneider reported an open-market sale of 1,800 shares of common stock at an average price of $252.38 per share. After this transaction, he continues to hold 11,611 shares directly, indicating he retains a substantial ongoing equity stake in the company.
Primerica, Inc. director Donald R. Williams reported a bona fide gift of 8,000 shares of Primerica common stock on March 6, 2026. The shares were transferred at a reported price of $0.00 per share, reflecting a non-market gift transaction. Following this disposition, Williams directly holds 20,279.7277 shares of Primerica common stock.
Primerica, Inc. Principal Accounting Officer Nicholas Adam Jendusa reported multiple equity transactions. On March 2, 2026, he completed an open‑market sale of 190 shares of common stock at an average price of $255.5061 per share, leaving 306 directly held shares afterward.
On March 1, 2026, several restricted stock unit (RSU) awards vested, which were reported as derivative exercises and conversions into common stock. Related entries show shares of common stock withheld to cover taxes due upon RSU vesting, consistent with the footnotes describing tax‑withholding dispositions rather than open‑market sales.
Primerica, Inc. executive Tracy Xiangyan Tan, EVP and Chief Financial Office, reported multiple equity transactions on March 1, 2026 tied to restricted stock units (RSUs). RSUs vested into common shares in three tranches of 406, 680, and 703 units, each converting into an equal number of Primerica common shares.
In connection with these vestings, common shares were acquired at prices around $253.60–$253.66 per share, while separate transactions disposed of 121, 227, and 315 shares to cover tax withholding obligations. Footnotes state that each RSU represents a contingent right to receive one share of Primerica common stock and that RSUs vest annually in three equal installments beginning March 1 following the grant.
Primerica, Inc. president Peter W. Schneider reported equity compensation activity on March 1, 2026. Restricted stock units and performance stock units vested into common shares, with some shares automatically withheld at a price of $253.66 per share to cover related tax obligations.
He also received a grant of 7,013 shares of common stock as an award and disposed of 3,138 shares to the issuer, while retaining direct ownership of additional Primerica stock after these transactions.
Primerica, Inc. director and Chief Executive Officer Glenn J. Williams reported multiple equity award transactions on March 1, 2026. Restricted stock units vested and were settled in shares of common stock, and performance stock units with a three-year performance period also paid out in Primerica shares.
Some of the newly vested RSU and PSU shares were withheld to cover taxes due at vesting, consistent with the use of transaction code “F.” Williams also received a grant of 8,817 shares of common stock and disposed of 3,945 shares to the issuer under transaction code “D,” leaving him with a larger direct common stock position.
Primerica, Inc. reported that Principal Accounting Officer Nicholas Adam Jendusa acquired a grant of 504 restricted stock units (RSUs) on February 20, 2026 as an equity award, at a reference price of $257.46 per unit. Each RSU represents a contingent right to receive one share of Primerica common stock. The RSUs vest annually in three equal installments beginning on March 1 of the year following the grant, tying the award to multi‑year service. Following this grant, Jendusa directly holds 1,351 RSUs in total.
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.
Schneider Peter W. reported acquisition or exercise transactions in this Form 4 filing.
Primerica, Inc. president Peter W. Schneider received a grant of 3,689 restricted stock units (RSUs) tied to the company’s common stock. Each RSU represents a right to receive one PRI share and vests in three equal annual installments beginning March 1 of the year after the grant. Following this award, Schneider directly holds 10,989 RSUs.
Primerica, Inc. reported that Chief Executive Officer Glenn J. Williams acquired 5,340 restricted stock units (RSUs) on February 20, 2026 as an equity award. Each RSU represents the right to receive one share of Primerica common stock. The RSUs vest in three equal annual installments beginning on March 1 of the year following the grant. After this award, Williams holds 23,992 RSUs directly.
Primerica, Inc. chief executive officer and director Glenn J. Williams reported an open-market sale of company stock. On February 17, 2026, he sold 2,500 shares of Primerica common stock at a price of $256.4111 per share. Following this transaction, Williams directly beneficially owned 27,391.995 shares of Primerica common stock.
Primerica director reports reinvestment of phantom stock dividends. On 12/15/2025, the director acquired 54.139 shares reported as common stock at $258.08 per share through dividends paid on phantom stock that were reinvested in additional phantom stock under the Non-Employee Directors' Deferred Compensation Plan.
After this transaction, the director beneficially owned 19,150.7123 shares in total, held directly. The phantom stock is convertible into common stock on a one-for-one basis according to the plan terms.
Primerica, Inc. reported that one of its directors acquired 36.71 shares of phantom stock on 12/15/2025 at $258.08 per share. The acquisition resulted from dividends on existing phantom stock that were reinvested automatically into additional phantom stock under the Non-Employee Directors' Deferred Compensation Plan.
After this transaction, the director beneficially owned 28,279.7277 shares held directly. The phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of the plan.
Primerica reported an insider transaction by a director involving phantom stock under the Non-Employee Directors' Deferred Compensation Plan. On 12/15/2025, the director acquired 45.385 additional shares of phantom stock at $258.08 per share, representing dividends that were automatically reinvested. After this transaction, the director beneficially owns 11,307.7937 shares of phantom stock, which are convertible into common stock on a one-for-one basis under the plan.
A director of Primerica, Inc. reported reinvestment of dividends into 78.43 shares of phantom stock on 12/15/2025 at $258.08 per share under the Non-Employee Directors' Deferred Compensation Plan. After this transaction, the director beneficially owns 19,541.171 shares of phantom stock on a direct basis. Phantom stock under this plan is convertible into common stock on a one-for-one basis.
Primerica, Inc. reported a small equity-related transaction by one of its directors. On 12/15/2025, the director was credited with 83.116 shares tied to Primerica common stock at a price of $258.08 per share. This was not an open-market trade, but the automatic reinvestment of dividends on existing phantom stock into additional phantom stock units under the company’s Non-Employee Directors' Deferred Compensation Plan.
Following this transaction, the director beneficially owned 20,708.701 shares of Primerica common stock on a direct basis. Under the plan, phantom stock is convertible into Primerica common stock on a one-for-one basis in accordance with the plan’s terms, so these deferred compensation units track the company’s share price and further align the director’s interests with shareholders.
Primerica director reports automatic phantom stock dividend reinvestment. On 12/15/2025, a company director acquired 12.6866 shares of phantom stock at $258.08 per share through dividends that were automatically reinvested under the Non-Employee Directors' Deferred Compensation Plan. After this transaction, the director beneficially owns 3,160.5934 shares of phantom stock in direct form. According to the plan, each phantom stock share is convertible into one share of Primerica common stock.
Primerica, Inc. reported that one of its directors acquired 30.5108 phantom stock units on 12/15/2025 through automatic dividend reinvestment under the Non-Employee Directors' Deferred Compensation Plan.
The phantom stock, which is convertible into common stock on a one-for-one basis under the plan, was credited at a price of $258.08 per unit, increasing the director's beneficial holdings to 8,430.8867 phantom stock units held directly.
A director of Primerica, Inc. (PRI) reported a small stock sale. On December 3, 2025, the director sold 700 shares of Primerica common stock at a price of $255 per share in an open market transaction coded as a sale. After this trade, the director continued to beneficially own 8,400.3759 shares directly. The filing is a routine ownership update and does not list any derivative securities activity.