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, 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.
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. updated its corporate bylaws to formalize when shareholders can demand a special meeting. Under the new Fourth Amended and Restated By-Laws, the board must call a special meeting if one or more shareholders request it and collectively hold at least a majority of the company’s voting power for at least twelve months before the request.
The bylaws add detailed information and documentation requirements for any special meeting request and specify several circumstances when the board is not required to call such a meeting, including timing near an annual meeting, repeat or substantially similar business, or noncompliance with legal and bylaw standards.
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.
A person associated with Primerica, Inc. filed a Form 144 notice to sell 2,500 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE. The shares have an aggregate market value of $627,225.00 based on the figures in the notice.
The securities were originally acquired as restricted stock awards from the issuer on 03/01/2025, with the same date listed for acquisition and payment. The notice also states that the filer does not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
Primerica, Inc. reported strong fourth quarter and full-year 2025 results, driven by record Investment and Savings Products (ISP) performance and solid term life insurance earnings. Fourth quarter total revenues reached $853.7 million, up 8% from a year earlier. Net income was $197.0 million, an 18% increase, with diluted EPS of $6.13 versus $4.98 from continuing operations in the prior-year quarter. Adjusted operating revenues were $853.5 million, up 8%, while adjusted net operating income rose 16% to $196.9 million and diluted adjusted operating EPS grew 22% to $6.13.
For full-year 2025, net income was $751.2 million, up 4% versus net income from continuing operations in 2024, and diluted EPS increased 9% to $22.91. Adjusted net operating income grew 10% to $751.4 million, and diluted adjusted operating EPS rose 16% to $22.92. Record ISP product sales of $4.1 billion in the quarter were up 24%, and average ISP client asset values increased 14% to $128.2 billion, ending the year at $129 billion. The Term Life segment delivered 2% growth in direct premiums and 5% growth in pre-tax operating income.
Return on stockholders’ equity was 33.2%, and adjusted net operating income return on adjusted stockholders’ equity was 33.5% in the quarter. Primerica returned significant capital to stockholders, completing a $450 million share repurchase authorization in 2025, with the Board approving a new $475 million repurchase program through December 31, 2026. The Board also approved a 15% increase in the quarterly dividend to $1.20 per share, payable March 13, 2026. Primerica Life Insurance Company’s estimated statutory RBC ratio was 455% as of December 31, 2025.
Primerica, Inc. reported that two long-serving board members, Beatriz R. Perez and Gary L. Crittenden, have informed the Board that they will not stand for reelection at the annual meeting of stockholders to be held in May 2026. Ms. Perez has served on the Board for over 11 years and Mr. Crittenden for over 12 years. The company states that each director’s decision is not related to any differences or disagreements with the company, the Board, management, or its operations, policies, or practices. Primerica expresses gratitude for their many years of service and contributions.