secwatch / observer

Primerica, Inc. — fact timeline

Source-grounded facts extracted from Primerica, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

PRI Primerica, Inc. JSON
Debt Financings

Primerica, Inc. amended revolving credit of $200 million with The Bank of New York Mellon, Citibank, N.A., JP Morgan Chase Bank, N.A., Royal Bank of Canada, The Bank of Nova Scotia, and Wells Fargo Bank, National Association at SOFR or the base rate, plus in either case the Applicable Margin maturing June 2, 2031.

“under this Item 1.01. . Item 2.03 Creation of a Direct Financial Obligation or an Obligation Under an Off-Balance Sheet Arrangement of a Registrant. Our amended and restated $200 million five-year unsecured revolving credit facility (the “Credit Facility”) that was entered into on June 22, 2021 (originally entered into on December 19, 2017 and subsequently”
Earnings Releases

Primerica, Inc. reported financial results for the quarter ended March 31, 2026.

“On May 6, 2026, Primerica, Inc. (the “Company”) announced its results of operations for the quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1.”
Governance Changes

Primerica, Inc.: Amended and restated bylaws to require a majority voting power threshold for stockholders to call a special meeting and added informational and procedural requirements (effective 2026-02-20).

“On February 20, 2026, the Board of Directors (the “Board”) of Primerica, Inc. (the “Company”) approved and adopted the Company’s Fourth Amended and Restated By-Laws (the “Fourth Amended and Restated By-Laws”).”

Robert H. Peterman, Jr. was appointed as Executive Vice President and Chief Operating Officer at Primerica, Inc..

“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.”

Gregory C. Pitts departed as Executive Vice President and Chief Operating Officer at Primerica, Inc..

“informed the Company’s Chief Executive Officer of Mr. Pitts’ intention to retire on or about April 1, 2025.”
Shareholder Votes

Primerica, Inc. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm at the 2024-05-08 meeting.

“Proposal 3: The appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024 was ratified. For Against Abstain Broker Non-Votes 31,682,914 161,451 15,806 N/A”
Shareholder Votes

Primerica, Inc. shareholders approved Advisory vote on executive compensation (Say-on-Pay) at the 2024-05-08 meeting.

“Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved. For Against Abstain Broker Non-Votes 30,290,504 351,558 23,969 1,194,140”
Shareholder Votes

Primerica, Inc. shareholders approved Election of Directors at the 2024-05-08 meeting.

“Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors: Nominee For Against Abstain Broker Non-Votes John A. Addison, Jr. 30,264,468 382,893 18,670 1,194,140 Joel M. Babbit 30,202,837 439,973 23,221 1,194,140 Amber L. Cottle 30,478,401 175,066 12,564 1,194,140 Gary L. Crittenden 30,352,370 292,325 21,336 1,194,140 Cynthia N. Day 28,083,621 2,561,231 21,179 1,194,140 Sanjeev Dheer 30,610,738 39,409 15,884 1,194,140 Beatriz R. Perez 29,076,095 1,569,477 20,459 1,194,140 D. Richard Williams 29,969,250 676,973 19,808 1,194,140 Glenn J. Williams 30,309,820 330,437 25,774 1,194,140 Darryl L. Wilson 30,646,161 5,421 14,449 1,194,140 Barbara A. Yastine 29,772,380 870,515 23,136 1,194,140”
Earnings Releases

Primerica, Inc. reported the quarter ended March 31, 2024 results: revenue $742.8 million, net income $137.9 million, EPS $3.93.

“common stock during the quarter Duluth, GA, May 6, 2024 – Primerica, Inc. (NYSE: PRI) today announced financial results for the quarter ended March 31, 2024. Total revenues of $742.8 million increased 8% compared to the first quarter of 2023. Net income of $137.9 million increased 8%, while earnings per diluted share of $3.93 increased 14% compared to the prior year”
Earnings Releases

Primerica, Inc. reported financial results for quarter ended December 31, 2023.

“Primerica, Inc. (the “Company”) announced its results of operations for the quarter ended December 31, 2023. A copy of the press release is attached hereto as Exhibit 99.1.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.