Highest-materiality recent filing
Primerica amends $200M revolver, extends maturity to June 2031
Second Amended Credit Facility with $200M commitment from syndicate of 6 banks; no amounts outstanding at signing.
Primerica shareholders elect all 9 director nominees, approve say-on-pay, ratify KPMG
All 9 director nominees elected by majority vote; Cynthia N. Day received 2,220,778 votes against, the highest among nominees.
Primerica Q1 net EPS $5.97, up 18%; record ISP sales $4.3B, +22% YoY
Record ISP sales $4.3B (+22%); client asset values $127B (+15%).
Primerica amends bylaws to require majority voting power for stockholder special meetings
Stockholders owning >50% voting power can request a special meeting, subject to new procedural conditions.
Primerica Q4 2025: EPS $6.13 up 23% YoY; ISP sales record +24%, dividend +15%
Net income $197.0M, diluted EPS $6.13 (+23% YoY); adjusted EPS $6.13 (+22% YoY).
Primerica directors Perez and Crittenden not standing for reelection in May 2026
Beatriz R. Perez declined reelection after 11+ years; decision effective May 2026 annual meeting.
Primerica reports Q3 EPS $6.35, revenue $839.9M; ISP sales record $3.7B up 28%
Total revenue $839.9M (+8% YoY); net income $206.8M (+6%); diluted EPS $6.35 vs $5.72.
Primerica Q2: adj EPS $5.46 vs $4.95, revenue up 7%, ISP sales record $3.5B
Diluted adjusted operating EPS $5.46, up 10% YoY; GAAP EPS $5.40 vs $6.07 (prior-year cont ops).
Primerica shareholders elect all 11 director nominees, approve say-on-pay and auditor ratification
All 11 directors elected with majority support; Cynthia Day received lowest For votes (25.8M) with 2.8M against.
Primerica Q1 EPS $5.05 (+19% YoY); ISP sales record $3.6B, up 28%
Total revenues $804.8M (+9%); net income $169.1M (+14%); diluted EPS $5.05 (+19%).
Primerica Q4 EPS $4.98 (+14%); sales force record 151,611; dividend raised 16% to $1.04
Net income from cont. ops $167.7M (+9%); EPS $4.98 (+14%); total revenue $788.1M (+12%).
Primerica grants CEO Glenn Williams $2.5M special RSU award, cliff vesting Dec 2027
Special equity award of $2,500,000 in 8,839 RSUs granted to CEO Glenn J. Williams on Dec 12, 2024.
Primerica reports $229.6M impairment from senior health exit; adds $2M restructuring charges
Net non-cash after-tax impairment of $229.6M in Q2 2024 from exiting senior health business.
Primerica Q3 EPS $5.72 +31% YoY; adjusted EPS $5.68 +28%
Revenue $774.1M (+11% YoY), net income $194.7M (+24%).
Life-licensed sales force reached 150,000 independent representatives, a first since IPO.
Primerica COO Gregory Pitts to retire; Robert Peterman appointed successor
Gregory Pitts to retire on or about April 1, 2025 after 40 years; will step down as COO effective Oct 1, 2024.
Primerica to exit senior health unit e-TeleQuote via third-party subscription
On Aug 30, 2024, e-TeleQuote Insurance signed a subscription agreement to sell 18.9% of its common stock to a new investor.
Primerica Q2 adj EPS $4.71 (+18% YoY); dividend raised 20% to $0.90; record client assets $105B
GAAP diluted EPS $0.03 due to Senior Health exit write-offs; adjusted diluted operating EPS $4.71.
Primerica to exit senior health business, records $229.6M impairment charge
Non-cash after-tax charge of $229.6M in Q2 2024 from writing off $253.6M goodwill/intangibles.
Primerica stockholders approve all proposals at 2024 annual meeting
All 11 director nominees elected with majority support; Cynthia N. Day received lowest support at 91.6%.
Primerica Q1 EPS $3.93 (+14% YoY); ISP sales $2.8B (+20%)
Total revenues $742.8M (+8%); net income $137.9M (+8%).
Primerica Q4 EPS $4.30 up 9%; life-licensed sales force record 141,572
Net income $151.9M (+4% YoY); diluted EPS $4.30 (+9% YoY).
informed the Company’s Chief Executive Officer of Mr. Pitts’ intention to retire on or about April 1, 2025.
the Board of Directors (the “Board”) of the Company appointed Robert H. Peterman, Jr., age 59, as the Company’s Executive Vice President and Chief Operating Officer, reporting to the Company’s Chief Executive Officer, effective as of October 1, 2024.
Max materiality 0.85 · Median 0.70 · Most common event earnings