Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primerica, Inc.PRI · Entity 3587 | President of Subsidiary | March 01, 2020 | March 03, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Primerica, Inc.
Report date March 01, 2020 · Filed March 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,981 |
Ending reported balance
After 2020-03-01 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2020-03-01 · Exercise / conversion · Acquired 1,769 · Balance 15,545 F1: Represents RSUs vested on March 1, 2020. Row 2 · 2020-03-01 · Tax withholding · Disposed 491 · Balance 15,054 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. Row 3 · 2020-03-01 · Exercise / conversion · Acquired 1,344 · Balance 16,398 F1: Represents RSUs vested on March 1, 2020. Row 4 · 2020-03-01 · Tax withholding · Disposed 373 · Balance 16,025 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. Row 5 · 2020-03-01 · Exercise / conversion · Acquired 1,092 · Balance 17,117 F1: Represents RSUs vested on March 1, 2020. Row 6 · 2020-03-01 · Tax withholding · Disposed 304 · Balance 16,813 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. Row 7 · 2020-03-01 · Exercise / conversion · Acquired 1,950 · Balance 18,763 F1: Represents RSUs vested on March 1, 2020. Row 8 · 2020-03-01 · Tax withholding · Disposed 782 · Balance 17,981 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,737 |
Reported balance
After 2020-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-03-01 · Exercise / conversion · Disposed 1,769 · Balance 13,737 F3: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,393 |
Reported balance
After 2020-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-03-01 · Exercise / conversion · Disposed 1,344 · Balance 12,393 F3: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 11,301 |
Reported balance
After 2020-03-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-03-01 · Exercise / conversion · Disposed 1,092 · Balance 11,301 F3: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 9,351 |
Reported balance
After 2020-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-03-01 · Exercise / conversion · Disposed 1,950 · Balance 9,351 F3: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents RSUs vested on March 1, 2020.
F2: Represents shares withheld to cover taxes due upon the vesting of RSUs.
F3: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock.
F4: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 16:42 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 2,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010206 · form4.xml · nonDerivative · entry 1 Kelly William A. · CIK 0001487288 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,143 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents RSUs vested on March 1, 2017. Read SEC document |
| February 16, 2017 Filed Mar 3, 2017 16:42 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 5,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010206 · form4.xml · derivative · entry 7 Kelly William A. · CIK 0001487288 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,625 Underlying: Common Stock · 5,306 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU is granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F4 · shares: The RSUs vest annually in three equal installments beginning on March 1, 2018. F4 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1, 2018. F4 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning on March 1, 2018. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 16:04 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 2,500 | $70.90 | $177,256.00 |
DisclosureSEC source: 0001127602-17-001277 · form4.xml · nonDerivative · entry 1 Kelly William A. · CIK 0001487288 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,130 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 17:05 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $71.49 | $107,230.20 |
DisclosureSEC source: 0001127602-16-068492 · form4.xml · nonDerivative · entry 1 Kelly William A. · CIK 0001487288 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 16:33 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $55.25 | $82,876.20 |
DisclosureSEC source: 0001127602-16-065273 · form4.xml · nonDerivative · entry 1 Kelly William A. · CIK 0001487288 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,130 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| September 23, 2016 Filed Sep 26, 2016 16:32 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $57.11 | $85,666.80 |
DisclosureSEC source: 0001127602-16-063182 · form4.xml · nonDerivative · entry 1 Kelly William A. · CIK 0001487288 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,630 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.