Primerica, Inc.·4

Mar 16, 4:28 PM ET

Perez Beatriz R 4

4 · Primerica, Inc. · Filed Mar 16, 2026

Research Summary

AI-generated summary of this filing

Updated

Primerica Director Beatriz R. Perez Receives Phantom Stock Award

What Happened Beatriz R. Perez, a non-employee director of Primerica, received an award/acquisition of 54.482 phantom shares on 2026-03-13. The filing values the acquisition at $249.06 per share, for a total of $13,569. This was not an open-market purchase or sale but a routine grant/reinvestment of dividends into additional phantom stock under the company’s director deferred compensation plan.

Key Details

  • Transaction date: 2026-03-13; Price per share: $249.06; Shares acquired: 54.482; Total value: $13,569 (rounded).
  • Instrument type: Phantom stock (award/acquisition code A).
  • Footnote: Dividends on phantom stock were automatically reinvested into additional phantom shares per the Non-Employee Directors' Deferred Compensation Plan; phantom stock is convertible one-for-one into common shares under the plan.
  • Shares owned after the transaction: not specified in the provided filing.
  • Filing date: 2026-03-16 — appears timely based on the transaction date.

Context This transaction reflects a dividend reinvestment into phantom stock for a non-employee director, a common administrative or compensation-related event rather than a market buy or sell. Phantom shares are a deferred-compensation vehicle that can convert to common stock per plan terms; such grants typically do not, by themselves, signal insider sentiment about the company’s stock price.

Insider Transaction Report

Form 4
Period: 2026-03-13
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-13$249.06/sh+54.482$13,56911,362.276 total
Footnotes (1)
  • [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.
Signature
/s/ Stacey K. Geer, attorney in fact|2026-03-16

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT