Welcome to our dedicated page for Primerica SEC filings (Ticker: PRI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Primerica, Inc. filings document operating results and governance matters for a financial services company built around term life insurance and investment and savings product distribution. Recent 8-K reports furnish quarterly results and non-GAAP measures such as adjusted operating revenues, adjusted operating income, adjusted net operating income, diluted adjusted operating earnings per share, and adjusted stockholders’ equity, including treatment of IPO coinsurance transactions and investment gains or losses.
Proxy and governance filings cover director elections, executive compensation, pay-versus-performance data, board matters, and stockholder voting procedures. Other current reports document bylaw provisions for stockholder-requested special meetings and board composition disclosures.
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. describes a distribution-driven financial services model focused on middle-income households in the U.S. and Canada. The company sells term life insurance it underwrites and distributes mutual funds, annuities, managed investments and other products from third parties.
As of December 31, 2025, Primerica had 151,524 life insurance-licensed independent representatives, over 5.5 million lives insured and about 3.1 million client investment accounts. Its three main segments are Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products, all built on a largely fee-based or fee-like revenue model.