Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primerica, Inc.PRI · Entity 3587 | Executive VP and CFO | November 30, 2023 | December 02, 2023 |
| REGIONS FINANCIAL CORPRF · Entity 3186 | Director | May 11, 2026 | May 13, 2026 |
| REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716 | Director | May 20, 2026 | May 22, 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 November 30, 2023 · Filed December 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,443.64 |
Reported balance
After 2023-11-30 transaction · row 1
1 source rowRow 1 · 2023-11-30 · Sale · Disposed 3,000 · Balance 6,443.64 F1: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $207.70 to $211.83. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $207.70 to $211.83.
REGIONS FINANCIAL CORP
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,686.2229 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 5,404 · Balance 20,686.2229 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. F2: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3: Includes quarterly cash dividends that have been reinvested in restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
F2: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan.
F3: Includes quarterly cash dividends that have been reinvested in restricted stock units.
REINSURANCE GROUP OF AMERICA INC
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 817 |
Reported balance
After 2026-05-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 817 · Balance 817 F1: The phantom stock units convert 1 for 1 to common stock, based on fair market value. F2: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director. F3: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4: Distributable upon director's retirement from the Board in accordance with distribution elections. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units convert 1 for 1 to common stock, based on fair market value.
F2: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director.
F3: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period.
F4: Distributable upon director's retirement from the Board in accordance with distribution elections.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Warburg Pincus Capital Corp I-A
Report date March 10, 2023 · Filed March 14, 2023
Section 16 reporting ended · disclosed 2023-03-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-10 · Disposition to issuer · Disposed 35,000 · Balance 0 F1: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2: The reporting person surrendered the reported securities for no consideration and, upon effectiveness of the Issuer's delisting and de-registration, will have no further Section 16 reporting obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
F2: The reporting person surrendered the reported securities for no consideration and, upon effectiveness of the Issuer's delisting and de-registration, will have no further Section 16 reporting obligations.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 22:15 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 817 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037864 · wk-form4_1779488112.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 817 Underlying: Common Stock · 817 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert 1 for 1 to common stock, based on fair market value. F2 · shares: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:20 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 5,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001487407-26-000002 · wk-form4_1778703599.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,686.2229 Underlying: Common Stock · 5,404 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3 · balance_after: Includes quarterly cash dividends that have been reinvested in restricted stock units. Read SEC document |
| May 21, 2025 Filed May 23, 2025 22:56 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 810 | $203.75 Strike: $0.00 | $165,037.50 |
DisclosureSEC source: 0000898174-25-000122 · wk-form4_1748041012.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810 Underlying: Common Stock · 810 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to deferral of stock grant (810 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 21:58 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 7,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004376 · doc4.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,684.0251 Underlying: Common Stock · 7,595 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2026 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2026 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3 · balance_after: Includes quarterly cash dividends that were reinvested in restricted stock units. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:14 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantCommon stock | 583 | $212.20 | $123,712.60 |
DisclosureSEC source: 0000898174-24-000115 · wk-form4_1716581631.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583 F1 · shares: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 23:49 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 6,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005210 · doc4.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,777 Underlying: Common Stock · 6,777 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2025 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2025 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 20:50 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionRestricted Stock Units · Derivative | 4,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005144 · doc4.xml · derivative · entry 2 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,700 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F1 · derivative.exercise_date: Restricted stock units vested and were settled in shares of common stock on a one-for-one basis on April 17, 2024. F1 · derivative.expiration_date: Restricted stock units vested and were settled in shares of common stock on a one-for-one basis on April 17, 2024. F3 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 20:50 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionCommon Stock | 4,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005144 · doc4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,800 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 · price: Restricted stock units vested and were settled in shares of common stock on a one-for-one basis on April 17, 2024. Read SEC document |
| November 30, 2023 Filed Dec 2, 2023 00:30 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 3,000 | $210.07 | $630,210.00 |
DisclosureSEC source: 0001127602-23-028629 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,443.64 F1 · price: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $207.70 to $211.83. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:12 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 4,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009313 · doc4.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,590 Underlying: Common Stock · 4,590 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2024 Annual Meeting of Shareholders, subject to a service requirement. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2024 Annual Meeting of Shareholders, subject to a service requirement. Read SEC document |
| August 30, 2023 Filed Aug 30, 2023 21:03 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 3,000 | $202.26 | $606,768.00 |
DisclosureSEC source: 0001127602-23-023435 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,443.64 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| May 31, 2023 Filed May 31, 2023 20:11 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $183.81 | $275,715.00 |
DisclosureSEC source: 0001127602-23-017222 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,443.64 Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 16:13 UTC | Warburg Pincus Capital Corp I-A WPCA · Entity 115549 | Disposition to issuerClass B ordinary shares · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008323 · doc4.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A ordinary shares · 35,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2 · shares: The reporting person surrendered the reported securities for no consideration and, upon effectiveness of the Issuer's delisting and de-registration, will have no further Section 16 reporting obligations. F2 · price: The reporting person surrendered the reported securities for no consideration and, upon effectiveness of the Issuer's delisting and de-registration, will have no further Section 16 reporting obligations. F1 · derivative.exercise_date: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F1 · derivative.expiration_date: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionEmployee Stock Option - 2016 · Derivative | 12,571 | $0.00 Strike: $41.88 | $0.00 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · derivative · entry 15 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,571 shares Expires 2026-02-24 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. F5 · derivative.exercise_date: Represents the disposition of the stock options exercised as described in footnote 1. The stock options vested annually on March 1 in three equal installments. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionEmployee Stock Option - 2015 · Derivative | 5,732 | $0.00 Strike: $53.50 | $0.00 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · derivative · entry 14 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,732 shares Expires 2025-02-23 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. F5 · derivative.exercise_date: Represents the disposition of the stock options exercised as described in footnote 1. The stock options vested annually on March 1 in three equal installments. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionEmployee Stock Option - 2014 · Derivative | 3,348 | $0.00 Strike: $41.20 | $0.00 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · derivative · entry 13 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,348 shares Expires 2024-02-11 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. F5 · derivative.exercise_date: Represents the disposition of the stock options exercised as described in footnote 1. The stock options vested annually on March 1 in three equal installments. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 5,340 | $185.23 | $989,103.10 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 12 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,943.64 F4 · shares: Represents shares sold following the exercise of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 4,388 | $185.23 | $812,768.62 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 11 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,283.64 F3 · shares: Represents shares withheld to cover taxes due upon exercise of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 2,843 | $185.23 | $526,595.53 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 10 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,671.64 F2 · shares: Represents shares withheld to cover the exercise price of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 12,571 | $185.23 | $2,328,467.25 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 9 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,514.64 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 the exercise of non-qualified stock options granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 2,656 | $185.96 | $493,899.93 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 8 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,943.64 F4 · shares: Represents shares sold following the exercise of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 1,427 | $185.96 | $265,359.64 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 7 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,599.64 F3 · shares: Represents shares withheld to cover taxes due upon exercise of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 1,649 | $185.96 | $306,641.94 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 6 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,026.64 F2 · shares: Represents shares withheld to cover the exercise price of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 5,732 | $185.96 | $1,065,901.51 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 5 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,675.64 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 the exercise of non-qualified stock options granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,804 | $186.49 | $336,421.10 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 4 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,943.64 F4 · shares: Represents shares sold following the exercise of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 806 | $186.49 | $150,307.88 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 3 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,747.64 F3 · shares: Represents shares withheld to cover taxes due upon exercise of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 738 | $186.49 | $137,626.82 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 2 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,553.64 F2 · shares: Represents shares withheld to cover the exercise price of the stock options. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:41 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 3,348 | $186.49 | $624,355.80 |
DisclosureSEC source: 0001127602-23-009088 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,291.64 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 the exercise of non-qualified stock options granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · derivative · entry 11 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474 Underlying: Common Stock · 1,534 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F6 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F6 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · derivative · entry 10 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,008 Underlying: Common Stock · 1,165 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F6 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F6 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · derivative · entry 9 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,173 Underlying: Common Stock · 1,373 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F6 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F6 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Disposition to issuerCommon Stock | 1,108 | $191.94 | $212,669.52 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 8 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,943.64 F4 · shares: Represents shares withheld to cover taxes due upon the vesting of PSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 3,289 | $191.94 | $631,290.66 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 7 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,051.64 F3 · shares: Represents the payout of shares as a result of the vesting of Performance Stock Units (PSUs). The PSUs had a three year performance period and are settled in shares of PRI common stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 656 | $191.94 | $125,912.64 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 6 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,762.64 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 1,534 | $191.94 | $294,435.96 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 5 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,418.64 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, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 499 | $191.94 | $95,778.06 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 4 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,884.64 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 1,165 | $191.94 | $223,610.10 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 3 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,383.64 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, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 587 | $191.94 | $112,668.78 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 2 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,218.64 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 1,373 | $191.94 | $263,533.62 |
DisclosureSEC source: 0001127602-23-008694 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,805.64 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, 2023. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 21:21 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 3,239 | $185.24 | $599,992.36 |
DisclosureSEC source: 0001127602-23-007892 · form4.xml · derivative · entry 2 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,546 Underlying: Common Stock · 3,239 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F3 · 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. F4 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. F4 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 21:21 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $185.68 | $278,520.00 |
DisclosureSEC source: 0001127602-23-007892 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,432.64 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 21:22 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $145.47 | $218,205.00 |
DisclosureSEC source: 0001127602-22-026551 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,932.64 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| August 31, 2022 Filed Aug 31, 2022 20:14 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $127.40 | $191,100.00 |
DisclosureSEC source: 0001127602-22-021806 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,432.64 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| May 31, 2022 Filed May 31, 2022 20:09 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,500 | $124.81 | $187,215.00 |
DisclosureSEC source: 0001127602-22-016002 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,932.64 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007692 · form4.xml · derivative · entry 12 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,307 Underlying: Common Stock · 1,165 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F7 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. F7 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007692 · form4.xml · derivative · entry 11 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,472 Underlying: Common Stock · 1,372 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F7 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. F7 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007692 · form4.xml · derivative · entry 10 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,844 Underlying: Common Stock · 1,359 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F7 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. F7 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning March 1st of the year following the grant. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | Disposition to issuerCommon Stock | 1,524 | $129.89 | $197,952.36 |
DisclosureSEC source: 0001127602-22-007692 · form4.xml · nonDerivative · entry 9 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,432.64 F5 · shares: Represents shares withheld to cover taxes due upon the vesting of PSUs. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 4,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007692 · form4.xml · nonDerivative · entry 8 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,956.64 F4 · shares: Represents the payout of shares in connection with the vesting of Performance Stock Units (PSUs). The PSUs had a three year performance period and are settled in shares of PRI common stock. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 526 | $129.89 | $68,322.14 |
DisclosureSEC source: 0001127602-22-007692 · form4.xml · nonDerivative · entry 7 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,484.64 F3 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. 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.