---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-235309"
form_type: "8-K"
ticker: "PRI"
cik: "0001475922"
company_name: "Primerica, Inc."
filed_at: "2023-09-14T23:59:59+00:00"
generated_at: "2026-06-10T17:32:11.037010+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Primerica appoints Tracy Tan as EVP Finance, successor CFO by April 1, 2024

## Summary
- Tracy Tan appointed EVP, Finance starting Oct 16, 2023; will become CFO when current CFO relinquishes title, no later than April 1, 2024.
- Tan previously CFO at Strategic Link Consulting (fintech); earlier roles at Assurant, Novelis, Southwire, and GE.
- Employment agreement: base salary ≥$500,000; target cash bonus $500,000 for FY2023-2024; $1M long-term equity grant in Feb 2024.
- Special grant of $250,000 in RSUs vesting over three years starting March 2024.
- Severance: 1x salary plus target bonus for termination without cause or for good reason; 1.5x if within change-of-control period.

## SEC filing metadata
- accession: 0001193125-23-235309
- form_type: 8-K
- ticker: PRI
- cik: 0001475922
- company_name: Primerica, Inc.
- filed_at: 2023-09-14T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1475922/000119312523235309/0001193125-23-235309-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1475922/000119312523235309/d507766d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-235309
- JSON: https://secwatch.observer/filing/0001193125-23-235309.json
- Plain text: https://secwatch.observer/filing/0001193125-23-235309.txt

## Key facts
- Executive change
  Tracy Tan was appointed as Executive Vice President, Finance at Primerica, Inc..
  - Action: appointed
  - Role: Executive Vice President, Finance
  source text: On September 14, 2023, the Board of Directors (the “Board”) of Primerica, Inc. (the “Company”) appointed Tracy Tan, age 52, as the Company’s Executive Vice President, Finance, reporting to the Company’s Chief Executive Officer, beginning on October 16, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1475922/000119312523235309/0001193125-23-235309-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.