Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primerica, Inc.PRI · Entity 3587 | EVP and Chief Financial Office | March 01, 2026 | March 03, 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 March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,146 |
Ending reported balance
After 2026-03-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 406 · Balance 1,426 F1: Represents RSUs vested on March 1, 2026. Row 2 · 2026-03-01 · Tax withholding · Disposed 121 · Balance 1,305 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. Row 3 · 2026-03-01 · Exercise / conversion · Acquired 680 · Balance 1,985 F1: Represents RSUs vested on March 1, 2026. Row 4 · 2026-03-01 · Tax withholding · Disposed 227 · Balance 1,758 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. Row 5 · 2026-03-01 · Exercise / conversion · Acquired 703 · Balance 2,461 F1: Represents RSUs vested on March 1, 2026. Row 6 · 2026-03-01 · Tax withholding · Disposed 315 · Balance 2,146 F2: Represents shares withheld to cover taxes due upon the vesting of RSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,802 |
Reported balance
After 2026-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-01 · Exercise / conversion · Disposed 406 · Balance 5,802 F3: Each RSU represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,122 |
Reported balance
After 2026-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-01 · Exercise / conversion · Disposed 680 · Balance 5,122 F3: Each RSU represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,419 |
Reported balance
After 2026-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-01 · Exercise / conversion · Disposed 703 · Balance 4,419 F3: Each RSU represents a contingent right to receive one share of PRI common stock. F4: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents RSUs vested on March 1, 2026.
F2: Represents shares withheld to cover taxes due upon the vesting of RSUs.
F3: Each RSU represents a contingent right to receive one share of PRI common stock.
F4: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 703 | $0.00 | $0.00 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · derivative · entry 9 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,419 Underlying: Common Stock · 703 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. F3 · derivative.exercise_price: Each RSU 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 on March 1st of the year following the grant. F4 · 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, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · derivative · entry 8 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,122 Underlying: Common Stock · 680 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. F3 · derivative.exercise_price: Each RSU 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 on March 1st of the year following the grant. F4 · 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, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · derivative · entry 7 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,802 Underlying: Common Stock · 406 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. F3 · derivative.exercise_price: Each RSU 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 on March 1st of the year following the grant. F4 · 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, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 315 | $253.66 | $79,902.90 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · nonDerivative · entry 6 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,146 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 703 | $253.66 | $178,322.98 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · nonDerivative · entry 5 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,461 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, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 227 | $253.66 | $57,580.82 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · nonDerivative · entry 4 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,758 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 680 | $253.66 | $172,488.80 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · nonDerivative · entry 3 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,985 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, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 121 | $253.66 | $30,692.86 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · nonDerivative · entry 2 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,305 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 406 | $253.60 | $102,961.60 |
DisclosureSEC source: 0001475922-26-000017 · form4.xml · nonDerivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,426 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, 2026. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:17 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 2,330 | $257.46 | $599,881.80 |
DisclosureSEC source: 0001475922-26-000009 · form4.xml · derivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,208 Underlying: Common Stock · 2,330 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F2 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F2 · 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, 2025 Filed Mar 4, 2025 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007920 · form4.xml · derivative · entry 6 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,878 Underlying: Common Stock · 680 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. F3 · derivative.exercise_price: Each RSU 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 on March 1st of the year following the grant. F4 · 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, 2025 Filed Mar 4, 2025 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007920 · form4.xml · derivative · entry 5 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,558 Underlying: Common Stock · 406 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. F3 · derivative.exercise_price: Each RSU 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 on March 1st of the year following the grant. F4 · 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, 2025 Filed Mar 4, 2025 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 229 | $290.00 | $66,410.00 |
DisclosureSEC source: 0001127602-25-007920 · form4.xml · nonDerivative · entry 4 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,020 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 680 | $290.00 | $197,200.00 |
DisclosureSEC source: 0001127602-25-007920 · form4.xml · nonDerivative · entry 3 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,249 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, 2025. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 121 | $290.00 | $35,090.00 |
DisclosureSEC source: 0001127602-25-007920 · form4.xml · nonDerivative · entry 2 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 569 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 406 | $290.00 | $117,740.00 |
DisclosureSEC source: 0001127602-25-007920 · form4.xml · nonDerivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 690 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, 2025. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:07 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 2,111 | $284.14 | $599,819.54 |
DisclosureSEC source: 0001127602-25-005562 · form4.xml · derivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,964 Underlying: Common Stock · 2,111 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F2 · 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, 2024 Filed Mar 5, 2024 21:18 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008517 · form4.xml · derivative · entry 3 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,853 Underlying: Common Stock · 405 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. F3 · derivative.exercise_price: Each RSU 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 on March 1st of the year following the grant. F4 · 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, 2024 Filed Mar 5, 2024 21:18 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 121 | $245.26 | $29,676.46 |
DisclosureSEC source: 0001127602-24-008517 · form4.xml · nonDerivative · entry 2 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284 F2 · shares: Represents shares withheld to cover taxes due upon the vesting of RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:18 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 405 | $245.26 | $99,330.30 |
DisclosureSEC source: 0001127602-24-008517 · form4.xml · nonDerivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405 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, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 2,041 | $244.89 | $499,820.49 |
DisclosureSEC source: 0001127602-24-006057 · form4.xml · derivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · EVP and Chief Financial Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,258 Underlying: Common Stock · 2,041 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F2 · 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. F3 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F3 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. Read SEC document |
| October 16, 2023 Filed Oct 16, 2023 20:17 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 1,217 | $205.40 | $249,971.80 |
DisclosureSEC source: 0001127602-23-025895 · form4.xml · derivative · entry 1 TAN TRACY XIANGYAN · CIK 0001995766 · Executive VP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,217 Underlying: Common Stock · 1,217 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PRI common stock. F2 · 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. F3 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. F3 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning on March 1st of the year following the grant. 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.