Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primerica, Inc.PRI · Entity 3587 | Director | September 14, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,177.2415 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 1
1 source rowRow 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-derivative | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 2
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 14, 2026 20:38 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 34.1162 | $292.44 | $9,976.94 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.