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person · Reporting owner

Babbit Joel M.

Disclosed activity across 2 companies

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38070
SEC CIK
0001527144

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Primerica, Inc.PRI · Entity 3587DirectorSeptember 14, 2026September 14, 2026

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 September 14, 2026 · Filed September 14, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect9,177.2415 Reported balance After 2026-09-14 transaction · row 1
1 source row

Row 1 · 2026-09-14 · Grant · Acquired 34.1162 · Balance 9,177.2415

F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Filing footnotes · ownership attribution and instrument terms

F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

GreenSky, Inc.

Report date March 29, 2022 · Filed March 29, 2022

Section 16 reporting ended · disclosed 2022-03-29. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A common stockSEC Table I · non-derivativeDirect0 Reported balance After 2022-03-29 transaction · row 1
1 source row

Row 1 · 2022-03-29 · Disposition to issuer · Disposed 33,614 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer ("GreenSky Holdings"), with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock (the "Merger Consideration"), which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers (the "Effective Time"), with cash paid in lieu of fractional shares. The amounts in Table I include 33,614 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger.

Class B common stockSEC Table I · non-derivativeDirect0 Reported balance After 2022-03-29 transaction · row 2
1 source row

Row 2 · 2022-03-29 · Disposition to issuer · Disposed 199,530.07 · Balance 0

F2: Pursuant to the Merger Agreement, each unit of GreenSky Holdings ("Holdco Unit") was converted into a right to receive the Merger Consideration, with cash paid in lieu of fractional shares. In connection with the Merger Agreement and pursuant to the Issuer's charter, the Class B common stock was automatically deemed transferred to the Issuer at the Effective Time and no consideration was delivered in exchange therefor.

Holdco UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2022-03-29 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2022-03-29 · Disposition to issuer · Disposed 199,530.07 · Balance 0

F3: Pursuant to the Exchange Agreement, dated May 23, 2018, by and among the Issuer, GreenSky Holdings and the members of GreenSky Holdings, the Holdco Units may be exchanged by the Reporting Person (with automatic cancellation of an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis, subject to customary adjustments for stock splits, stock dividends, reclassifications and other similar transactions, stock repurchases and other reinvestments of excess cash, or for cash (based on the market price of the shares of Class A common stock), at the Issuer's option.

F2: Pursuant to the Merger Agreement, each unit of GreenSky Holdings ("Holdco Unit") was converted into a right to receive the Merger Consideration, with cash paid in lieu of fractional shares. In connection with the Merger Agreement and pursuant to the Issuer's charter, the Class B common stock was automatically deemed transferred to the Issuer at the Effective Time and no consideration was delivered in exchange therefor.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer ("GreenSky Holdings"), with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock (the "Merger Consideration"), which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers (the "Effective Time"), with cash paid in lieu of fractional shares. The amounts in Table I include 33,614 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger.

F2: Pursuant to the Merger Agreement, each unit of GreenSky Holdings ("Holdco Unit") was converted into a right to receive the Merger Consideration, with cash paid in lieu of fractional shares. In connection with the Merger Agreement and pursuant to the Issuer's charter, the Class B common stock was automatically deemed transferred to the Issuer at the Effective Time and no consideration was delivered in exchange therefor.

F3: Pursuant to the Exchange Agreement, dated May 23, 2018, by and among the Issuer, GreenSky Holdings and the members of GreenSky Holdings, the Holdco Units may be exchanged by the Reporting Person (with automatic cancellation of an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis, subject to customary adjustments for stock splits, stock dividends, reclassifications and other similar transactions, stock repurchases and other reinvestments of excess cash, or for cash (based on the market price of the shares of Class A common stock), at the Issuer's option.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 14, 2026 Filed Sep 14, 2026 20:38 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 34.1162 $292.44 $9,976.94
Disclosure

SEC source: 0001475922-26-000076 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,177.2415

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 12, 2026 Filed Jun 15, 2026 21:13 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 35.6116 $278.96 $9,934.21
Disclosure

SEC source: 0001475922-26-000059 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,143.1253

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
May 21, 2026 Filed May 21, 2026 20:13 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 640 $281.06 $179,878.40
Disclosure

SEC source: 0001475922-26-000043 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,107.5137

F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock.

F2 · shares: RSUs vest 25% on each of August 21, 2026; November 21, 2026; February 21, 2027; and May 19, 2027.

Read SEC document
March 13, 2026 Filed Mar 16, 2026 20:36 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 36.627 $249.06 $9,122.32
Disclosure

SEC source: 0001475922-26-000037 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,467.5137

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 15, 2025 Filed Dec 15, 2025 21:26 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 30.5108 $258.08 $7,874.23
Disclosure

SEC source: 0001475922-25-000032 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,430.8867

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 03, 2025 Filed Dec 3, 2025 22:35 UTC Primerica, Inc. PRI · Entity 3587 SaleCommon Stock 700 $255.00 $178,500.00
Disclosure

SEC source: 0001475922-25-000030 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,400.3759

Read SEC document
September 15, 2025 Filed Sep 16, 2025 20:14 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 28.6055 $274.23 $7,844.49
Disclosure

SEC source: 0001475922-25-000010 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,100.3759

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 13, 2025 Filed Jun 13, 2025 17:57 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 29.9179 $261.16 $7,813.36
Disclosure

SEC source: 0001127602-25-017437 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,071.7704

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
May 14, 2025 Filed May 14, 2025 20:10 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 552 $271.30 $149,757.60
Disclosure

SEC source: 0001127602-25-014262 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,041.8525

F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock.

F2 · shares: RSUs vest 25% on each of August 14, 2025; November 14, 2025; February 14, 2026; and May 14, 2026.

Read SEC document
March 14, 2025 Filed Mar 17, 2025 20:11 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 26.065 $276.70 $7,212.19
Disclosure

SEC source: 0001127602-25-009667 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,489.8525

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 12, 2024 Filed Dec 12, 2024 21:25 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 20.9091 $282.83 $5,913.72
Disclosure

SEC source: 0001127602-24-029272 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,462.6992

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
September 12, 2024 Filed Sep 13, 2024 20:33 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 24.8304 $249.66 $6,199.16
Disclosure

SEC source: 0001127602-24-023896 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,441.7901

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 12, 2024 Filed Jun 13, 2024 21:12 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 23.3079 $220.89 $5,148.48
Disclosure

SEC source: 0001127602-24-018582 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,416.9597

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
May 08, 2024 Filed May 8, 2024 20:19 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 684 $219.21 $149,939.64
Disclosure

SEC source: 0001127602-24-014587 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,393.6518

F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock.

F2 · shares: RSUs vest 25% on each of August 8, 2024; November 8, 2024; February 8, 2025; and May 8, 2025.

Read SEC document
March 12, 2024 Filed Mar 12, 2024 20:22 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 18.7656 $246.27 $4,621.40
Disclosure

SEC source: 0001127602-24-009749 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,709.6518

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
February 20, 2024 Filed Feb 21, 2024 21:15 UTC Primerica, Inc. PRI · Entity 3587 SaleCommon Stock 750 $245.46 $184,095.00
Disclosure

SEC source: 0001127602-24-006051 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,690.8862

Read SEC document
December 12, 2023 Filed Dec 13, 2023 21:11 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 18.7862 $212.55 $3,993.01
Disclosure

SEC source: 0001127602-23-029564 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,440.8862

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
September 11, 2023 Filed Sep 12, 2023 20:43 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 19.737 $201.66 $3,980.16
Disclosure

SEC source: 0001127602-23-024000 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,422.1

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 12, 2023 Filed Jun 12, 2023 20:17 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 20.599 $192.57 $3,966.75
Disclosure

SEC source: 0001127602-23-018540 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,402.363

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
May 17, 2023 Filed May 18, 2023 20:12 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 720 $180.46 $129,931.20
Disclosure

SEC source: 0001127602-23-016134 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,381.764

F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock.

F2 · shares: RSUs vest 25% on each of August 17, 2023; November 17, 2023; February 17, 2024; and May 8, 2024.

Read SEC document
March 14, 2023 Filed Mar 15, 2023 20:33 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 21.478 $162.25 $3,484.81
Disclosure

SEC source: 0001127602-23-010308 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,661.764

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 14, 2022 Filed Dec 15, 2022 21:36 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 20.852 $140.86 $2,937.21
Disclosure

SEC source: 0001127602-22-027550 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,640.286

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
September 14, 2022 Filed Sep 15, 2022 20:21 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 22.915 $127.63 $2,924.64
Disclosure

SEC source: 0001127602-22-022449 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,619.434

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 14, 2022 Filed Jun 14, 2022 20:22 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 25.469 $114.28 $2,910.60
Disclosure

SEC source: 0001127602-22-017432 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,596.519

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
May 11, 2022 Filed May 11, 2022 20:56 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 1,090 $119.26 $129,993.40
Disclosure

SEC source: 0001127602-22-014161 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,571.05

F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan.

Read SEC document
March 29, 2022 Filed Mar 29, 2022 21:08 UTC GreenSky, Inc. GSKY · Entity 109154 Disposition to issuerHoldco Units · Derivative 199,530.07 Not disclosed Not disclosed
Disclosure

SEC source: 0001712923-22-000033 · wf-form4_164858808538567.xml · derivative · entry 3

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A common stock · 199,530.07 shares

Expires not disclosed

F3 · derivative.exercise_price: Pursuant to the Exchange Agreement, dated May 23, 2018, by and among the Issuer, GreenSky Holdings and the members of GreenSky Holdings, the Holdco Units may be exchanged by the Reporting Person (with automatic cancellation of an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis, subject to customary adjustments for stock splits, stock dividends, reclassifications and other similar transactions, stock repurchases and other reinvestments of excess cash, or for cash (based on the market price of the shares of Class A common stock), at the Issuer's option.

F2 · price: Pursuant to the Merger Agreement, each unit of GreenSky Holdings ("Holdco Unit") was converted into a right to receive the Merger Consideration, with cash paid in lieu of fractional shares. In connection with the Merger Agreement and pursuant to the Issuer's charter, the Class B common stock was automatically deemed transferred to the Issuer at the Effective Time and no consideration was delivered in exchange therefor.

F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each unit of GreenSky Holdings ("Holdco Unit") was converted into a right to receive the Merger Consideration, with cash paid in lieu of fractional shares. In connection with the Merger Agreement and pursuant to the Issuer's charter, the Class B common stock was automatically deemed transferred to the Issuer at the Effective Time and no consideration was delivered in exchange therefor.

F3 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated May 23, 2018, by and among the Issuer, GreenSky Holdings and the members of GreenSky Holdings, the Holdco Units may be exchanged by the Reporting Person (with automatic cancellation of an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis, subject to customary adjustments for stock splits, stock dividends, reclassifications and other similar transactions, stock repurchases and other reinvestments of excess cash, or for cash (based on the market price of the shares of Class A common stock), at the Issuer's option.

Read SEC document
March 29, 2022 Filed Mar 29, 2022 21:08 UTC GreenSky, Inc. GSKY · Entity 109154 Disposition to issuerClass B common stock 199,530.07 Not disclosed Not disclosed
Disclosure

SEC source: 0001712923-22-000033 · wf-form4_164858808538567.xml · nonDerivative · entry 2

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to the Merger Agreement, each unit of GreenSky Holdings ("Holdco Unit") was converted into a right to receive the Merger Consideration, with cash paid in lieu of fractional shares. In connection with the Merger Agreement and pursuant to the Issuer's charter, the Class B common stock was automatically deemed transferred to the Issuer at the Effective Time and no consideration was delivered in exchange therefor.

Read SEC document
March 29, 2022 Filed Mar 29, 2022 21:08 UTC GreenSky, Inc. GSKY · Entity 109154 Disposition to issuerClass A common stock 33,614 Not disclosed Not disclosed
Disclosure

SEC source: 0001712923-22-000033 · wf-form4_164858808538567.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer ("GreenSky Holdings"), with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock (the "Merger Consideration"), which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers (the "Effective Time"), with cash paid in lieu of fractional shares. The amounts in Table I include 33,614 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger.

Read SEC document
March 14, 2022 Filed Mar 15, 2022 20:05 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 18.205 $126.40 $2,301.11
Disclosure

SEC source: 0001127602-22-009303 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,481.05

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 22:28 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 13.038 $150.35 $1,960.26
Disclosure

SEC source: 0001127602-21-030998 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,462.845

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 15:11 UTC GreenSky, Inc. GSKY · Entity 109154 SaleClass A common stock 68,830 $12.00 $825,960.00
Disclosure

SEC source: 0001712923-21-000098 · wf-form4_163707540328112.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,614

F1 · price: The price reported in Column 4 is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $12.00 to $12.01, inclusive. The reporting person undertakes to provide to GreenSky, Inc., any security holder of GreenSky, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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November 10, 2021 Filed Nov 12, 2021 13:53 UTC GreenSky, Inc. GSKY · Entity 109154 SaleClass A common stock 1,867 $12.00 $22,404.00
Disclosure

SEC source: 0001712923-21-000090 · wf-form4_163672521375293.xml · nonDerivative · entry 2

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,444

F2 · price: The price reported in Column 4 is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $12.00 to $12.02, inclusive. The reporting person undertakes to provide to GreenSky, Inc., any security holder of GreenSky, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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November 09, 2021 Filed Nov 12, 2021 13:53 UTC GreenSky, Inc. GSKY · Entity 109154 SaleClass A common stock 99,051 $12.00 $1,188,612.00
Disclosure

SEC source: 0001712923-21-000090 · wf-form4_163672521375293.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,311

F1 · price: The price reported in Column 4 is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $12.00 to $12.03, inclusive. The reporting person undertakes to provide to GreenSky, Inc., any security holder of GreenSky, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 14, 2021 Filed Sep 15, 2021 20:13 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 13.087 $149.32 $1,954.15
Disclosure

SEC source: 0001127602-21-025316 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,449.807

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
August 23, 2021 Filed Oct 21, 2021 15:04 UTC GreenSky, Inc. GSKY · Entity 109154 Exercise / conversionStock Option (right to buy) · Derivative 86,176 $5.65 Strike: $5.65 $486,894.40
Disclosure

SEC source: 0001712923-21-000085 · wf-form4_163482864212862.xml · derivative · entry 4

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A common stock · 86,176 shares

Expires 2025-04-13

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.

F4 · derivative.exercise_date: In the the reorganization of GreenSky Holdings, LLC ("GS Holdings") and the creation of the Issuer as a public holding company for GS Holdings (the "Reorganization"), capped options were equitably adjusted so that they would be exercisable for Class A common stock of the Issuer. Options awarded to the Reporting Person on April 13, 2015 represent the right to purchase 430,880 shares of Class A common stock with an exercise price of $5.649 per unit and a cap of $7.60 per unit. The options vest at the rate of 20% per year on the anniversary of the grant date and will fully vest on April 13, 2020, provided that he remains a director through that date.

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August 23, 2021 Filed Oct 21, 2021 15:04 UTC GreenSky, Inc. GSKY · Entity 109154 Tax withholdingClass A common stock 64,426 $7.73 $498,012.98
Disclosure

SEC source: 0001712923-21-000085 · wf-form4_163482864212862.xml · nonDerivative · entry 2

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,362

F1 · kind: On August 23, 2021, the Reporting Person exercised an outstanding option to purchase 86,176 shares of Class A common stock. The option is subject to a cap of $7.60 per share (i.e., the maximum value that could be received upon exercise of the option is $7.60 per share). The Reporting Person received 21,750 shares of Class A common stock on "net exercise" of the option, and the Company withheld 64,426 shares of Class A common stock underlying the option in respect of the cap and for payment of the exercise price and tax withholdings (based on the closing price of $7.73 per share on the date the stock option was exercised).

F2 · price: The price reported in Column 4 reflects the closing price on the date the stock option was exercised.

Read SEC document
August 23, 2021 Filed Oct 21, 2021 15:04 UTC GreenSky, Inc. GSKY · Entity 109154 Exercise / conversionClass A common stock 86,176 $5.65 $486,894.40
Disclosure

SEC source: 0001712923-21-000085 · wf-form4_163482864212862.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267,788

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 · kind: On August 23, 2021, the Reporting Person exercised an outstanding option to purchase 86,176 shares of Class A common stock. The option is subject to a cap of $7.60 per share (i.e., the maximum value that could be received upon exercise of the option is $7.60 per share). The Reporting Person received 21,750 shares of Class A common stock on "net exercise" of the option, and the Company withheld 64,426 shares of Class A common stock underlying the option in respect of the cap and for payment of the exercise price and tax withholdings (based on the closing price of $7.73 per share on the date the stock option was exercised).

Read SEC document
June 14, 2021 Filed Jun 14, 2021 20:55 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 12.033 $161.93 $1,948.50
Disclosure

SEC source: 0001127602-21-019796 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,436.72

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 03, 2021 Filed Jun 7, 2021 22:28 UTC GreenSky, Inc. GSKY · Entity 109154 GrantClass A common stock 33,614 $0.00 $0.00
Disclosure

SEC source: 0001712923-21-000056 · wf-form4_162310489698150.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,612

F1 · shares: Grant of restricted stock, which will vest on June 3, 2022.

Read SEC document
May 25, 2021 Filed May 25, 2021 20:27 UTC Primerica, Inc. PRI · Entity 3587 SaleCommon Stock 1,100 $159.22 $175,145.96
Disclosure

SEC source: 0001127602-21-018000 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,424.687

Read SEC document
May 12, 2021 Filed May 12, 2021 20:27 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 825 $157.46 $129,904.50
Disclosure

SEC source: 0001127602-21-016396 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,524.687

F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:38 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 10.157 $153.19 $1,555.95
Disclosure

SEC source: 0001127602-21-010813 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,699.687

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 14, 2020 Filed Dec 16, 2020 21:10 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 9.822 $134.42 $1,320.27
Disclosure

SEC source: 0001127602-20-031527 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,689.53

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
September 14, 2020 Filed Sep 14, 2020 21:07 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 10.896 $120.77 $1,315.91
Disclosure

SEC source: 0001127602-20-025052 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,679.708

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 15, 2020 Filed Jun 16, 2020 20:47 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 11.462 $114.41 $1,311.37
Disclosure

SEC source: 0001127602-20-019737 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,668.812

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
June 03, 2020 Filed Jun 5, 2020 21:51 UTC GreenSky, Inc. GSKY · Entity 109154 GrantClass A common stock 43,573 $0.00 $0.00
Disclosure

SEC source: 0001712923-20-000088 · wf-form4_159139390085365.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 147,998

F1 · shares: Grant of restricted stock, which will vest on June 3, 2021.

Read SEC document
May 13, 2020 Filed May 13, 2020 21:03 UTC Primerica, Inc. PRI · Entity 3587 GrantCommon Stock 1,256 $103.47 $129,958.32
Disclosure

SEC source: 0001127602-20-016431 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,657.35

F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock.

F2 · shares: RSUs vest at 25% on each of August 13, 2020; November 13, 2020; February 13, 2021; and May 12, 2021.

Read SEC document
March 16, 2020 Filed Mar 17, 2020 20:21 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 13.23 $98.72 $1,306.07
Disclosure

SEC source: 0001127602-20-011069 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,401.35

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
December 13, 2019 Filed Dec 16, 2019 21:17 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 8.113 $136.50 $1,107.42
Disclosure

SEC source: 0001127602-19-035047 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,388.12

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.

Read SEC document
September 13, 2019 Filed Sep 13, 2019 20:15 UTC Primerica, Inc. PRI · Entity 3587 OtherCommon Stock 9.015 $122.50 $1,104.34
Disclosure

SEC source: 0001127602-19-028335 · form4.xml · nonDerivative · entry 1

Babbit Joel M. · CIK 0001527144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,380.007

F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such 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.