Primerica names Tracy Tan as CFO, effective Dec 20, 2023; Alison Rand to retire Apr 1, 2024

Primerica, Inc.

Alison Rand ceases as principal financial officer Dec 20, 2023; retirement set for Apr 1, 2024.
Tracy Tan appointed CFO and principal financial officer effective Dec 20, 2023.
Nicholas Jendusa, EVP and Controller, appointed principal accounting officer effective Dec 20, 2023.
Rand will remain employed until Apr 1, 2024 to provide transition support.
Tan's appointment follows prior disclosure of her as successor to Rand.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Tracy Tan

Chief Financial Officer

PRI · Primerica, Inc.

Effective: 2023-12-20
Filed: December 18, 2023, 6:59 PM ET

On December 18, 2023, the Company’s Board of Directors appointed Ms. Tan as the Company’s Chief Financial Officer, and as the Company’s principal financial officer, in each case effective December 20, 2023.

Appointed

Nicholas A. Jendusa

Principal Accounting Officer

PRI · Primerica, Inc.

Effective: 2023-12-20
Filed: December 18, 2023, 6:59 PM ET

On December 18, 2023, the Company’s Board of Directors appointed Nicholas A. Jendusa, the Company’s Executive Vice President and Controller, as the Company’s principal accounting officer effective as of December 20, 2023.

Departed

Alison Rand

Chief Financial Officer

PRI · Primerica, Inc.

Effective: 2023-12-20
Filed: December 18, 2023, 6:59 PM ET

Ms. Rand will cease serving as principal financial officer and principal accounting officer of the Company on December 20, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Tracy Tan was appointed as Chief Financial Officer at Primerica, Inc..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On December 18, 2023, the Company’s Board of Directors appointed Ms. Tan as the Company’s Chief Financial Officer, and as the Company’s principal financial officer, in each case effective December 20, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Nicholas A. Jendusa was appointed as Principal Accounting Officer at Primerica, Inc..

Action: appointed
Role: Principal Accounting Officer

Exact text from the filing

On December 18, 2023, the Company’s Board of Directors appointed Nicholas A. Jendusa, the Company’s Executive Vice President and Controller, as the Company’s principal accounting officer effective as of December 20, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Alison Rand departed as Chief Financial Officer at Primerica, Inc..

Action: cease
Role: Chief Financial Officer

Exact text from the filing

Ms. Rand will cease serving as principal financial officer and principal accounting officer of the Company on December 20, 2023.

View on SEC.gov

Primerica, Inc. filing history →

Source: SEC EDGAR

accession 0000950170-23-071177

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