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.
The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting its ownership position in Primerica Inc. The filing states The Vanguard Group (and its relevant subsidiaries after an internal realignment) beneficially owns 0 shares of Primerica common stock, representing 0% of the class. The amendment explains the January 12, 2026 internal realignment and reliance on SEC Release No. 34-39538 (January 12, 1998) for disaggregated reporting; the form is signed on 03/27/2026 by Ashley Grim.
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.