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.
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.
Primerica, Inc. entered into a second amended and restated $200 million unsecured revolving credit facility with a syndicate of commercial banks. The agreement extends the facility’s stated maturity to June 2, 2031, with no amounts outstanding or drawn as of this report.
The facility allows borrowings at either a base rate or SOFR rate plus an applicable margin tied to Primerica’s debt rating, and also permits letters of credit. Primerica must pay commitment and administrative fees and comply with customary operational and financial covenants, including leverage and minimum net worth tests, with standard events of default.
Primerica, Inc. reported results from its 2026 annual stockholders’ meeting held on May 21, 2026. Of 31,397,082 common shares entitled to vote, 28,535,980 were represented, about 91% turnout. All nine director nominees were elected by majority vote. Stockholders also approved the advisory Say-on-Pay vote on executive compensation, with 26,914,943 votes for and 403,201 against, and ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 28,402,788 votes for and 100,926 against.
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.