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Primerica, Inc. (PRI)

USD307.83 -2.39 (-0.77%)
US NYSE Financial Services Insurance - Life
Address 1 Primerica Parkway 30099
Duluth, GA, US
CEO Glenn Jackson Williams
IPO 2010-04-01
CIK 1475922 ISIN US74164M1080

Explore sections of this company profile

Description

Primerica Inc., operating with its various subsidiaries, delivers a comprehensive suite of financial services and products primarily aimed at middle-income households throughout the United States and Canada. The company organizes its business into four distinct divisions: Term Life Insurance, Investment and Savings Products, Senior Health, and Corporate & Other Distributed Products. Within its Term Life Insurance division, Primerica focuses on providing individual term life insurance policies. The Investment and Savings Products segment assists clients with a diverse range of options, including mutual funds, various retirement planning vehicles, managed investment solutions, and both variable, fixed, and fixed-indexed annuities. For an older demographic, the Senior Health segment offers segregated funds alongside Medicare Advantage and supplemental insurance plans. The Corporate and Other Distributed Products segment boasts an extensive portfolio, encompassing mortgage lending, prepaid legal services (which cover drafting wills, living wills, powers of attorney, trial defense, and motor vehicle-related legal assistance), and identity theft protection. This segment also extends to auto and homeowners' insurance, innovative home automation systems, and a variety of business insurance products, such as supplemental health, accidental death, and disability coverage designed for small enterprises. Primerica's broad array of offerings is distributed and sold to customers through a vast network of 129,515 licensed sales representatives. Founded in 1927, Primerica Inc. is headquartered in Duluth, Georgia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD307.83 -2.39 (-0.77%)
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Volume Profile
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Liquidity & share structure
Average Volume
204.9K
Beta
0.89
Float Shares
31.49M
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.24% -1.65% +9.08% +0.34% +10.58% +7.14% +5.00% +51.90% +70.81% +450.08% +1,308.65%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (18 ratings, all time) Hold
Price Targets & DCF
Current price
307.83
Low 292.00 -5.1%
Consensus 292.00 -5.1%
Median 292.00 -5.1%
High 292.00 -5.1%
DCF (Unlevered) 291.55 -5.3%
DCF (Levered) 502.96 +63.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 38% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 5 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
296.67
-3.6%
All Time 8
246.13
-20.0%
Quality scores
Altman Z-Score
1.39
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Life: +10.6%
    +4.4% Q1'26: +8.4% (vs Q1'25)
  • EPS growth Insurance - Life: +13.4%
    +67.1% Q1'26: +18.2% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Life: +31.7%
    +34.4% Q1'26: +37.3% (vs Q1'25)
  • EBIT margin Insurance - Life: +12.4%
    +31.0% Q1'26: +0.0% (vs Q1'25)
  • ROIC Insurance - Life: +1.0%
    +313.6% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Insurance - Life: +0.4%
    -4.4% Q1'26: -4.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×
    1.79×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.91) × ERP
WACC = 83% × Ke + 17% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 297.60 Current price: 307.83
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
5 EPS Ana.
Dec 2027
3 Rev. Ana.
5 EPS Ana.
Dec 2028
3 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
1.10B
est: 982.61M (+12.3%)
1.19B
est: 1.01B (+17.7%)
1.27B
est: 1.13B (+12.6%)
1.34B
est: 1.25B (+7.0%)
1.41B
est: 1.41B (-0.4%)
1.52B
est: 1.47B (+3.5%)
1.69B
est: 1.64B (+2.9%)
1.90B
est: 1.86B (+2.2%)
2.05B
est: 2.01B (+2.3%)
2.22B
est: 2.18B (+1.6%)
2.71B
est: 2.71B (+0.2%)
2.66B
est: 2.74B (-2.8%)
2.75B
est: 3.05B (-9.8%)
3.09B
est: 3.03B (+2.0%)
3.23B
est: 3.28B (-1.5%)
3.46B
3.40B – 3.51B
+5.5% YoY
3.63B
3.60B – 3.67B
+5.1% YoY
3.84B
3.84B – 3.84B
+5.9% YoY
4.13B
4.07B – 4.18B
+7.4% YoY
EBITDA
282.61M
est: 309.49M (-8.7%)
309.49M
est: 299.80M (+3.2%)
290.83M
est: 294.85M (-1.4%)
179.83M
est: 322.67M (-44.3%)
348.53M
est: 341.49M (+2.1%)
399.76M
est: 376.39M (+6.2%)
1.48B
est: 430.34M (+243.0%)
1.62B
est: 473.49M (+243.0%)
524.22M
est: 549.34M (-4.6%)
553.27M
est: 547.96M (+1.0%)
703.98M
est: 597.14M (+17.9%)
780.07M
est: 603.25M (+29.3%)
830.30M
est: 908.50M (-8.6%)
987.68M
est: 902.85M (+9.4%)
1.02B
est: 976.60M (+4.2%)
1.03B
1.01B – 1.05B
+5.5% YoY
1.08B
1.07B – 1.09B
+5.1% YoY
1.15B
1.15B – 1.15B
+5.9% YoY
1.23B
1.21B – 1.25B
+7.4% YoY
EBIT
271.88M
est: 269.94M (+0.7%)
299.99M
est: 277.83M (+8.0%)
280.02M
est: 309.16M (-9.4%)
310.29M
est: 344.19M (-9.8%)
337.54M
est: 387.50M (-12.9%)
385.17M
est: 403.27M (-4.5%)
1.46B
est: 451.09M (+224.2%)
1.61B
est: 510.87M (+215.5%)
505.92M
est: 551.23M (-8.2%)
535.57M
est: 2.00M (+26,626.6%)
674.15M
est: 72.06M (+835.5%)
745.89M
est: 79.27M (+841.0%)
798.33M
est: 878.61M (-9.1%)
964.28M
est: 873.14M (+10.4%)
998.52M
est: 944.47M (+5.7%)
996.25M
978.97M – 1.01B
+5.5% YoY
1.05B
1.04B – 1.06B
+5.1% YoY
1.11B
1.11B – 1.11B
+5.9% YoY
1.19B
1.17B – 1.21B
+7.4% YoY
Net Income
157.19M
est: 175.30M (-10.3%)
173.81M
est: 168.10M (+3.4%)
162.73M
est: 161.53M (+0.7%)
181.41M
est: 180.55M (+0.5%)
189.87M
est: 187.36M (+1.3%)
219.41M
est: 206.52M (+6.2%)
350.26M
est: 328.52M (+6.6%)
324.09M
est: 310.04M (+4.5%)
366.39M
est: 351.54M (+4.2%)
386.16M
est: 345.97M (+11.6%)
477.36M
est: 357.07M (+33.7%)
472.07M
est: 398.01M (+18.6%)
576.60M
est: 411.30M (+40.2%)
470.52M
est: 634.32M (-25.8%)
751.23M
est: 732.42M (+2.6%)
781.18M
775.78M – 786.59M
+6.7% YoY
853.92M
838.67M – 869.17M
+9.3% YoY
941.64M
930.16M – 953.12M
+10.3% YoY
1.03B
1.01B – 1.05B
+9.8% YoY
SGA
210.60M
est: 259.36M (-18.8%)
295.46M
est: 296.05M (-0.2%)
336.12M
382.65M
397.92M
405.16M
445.27M
503.54M
est: 179.55M (-100.0%)
est: 178.43M (-100.0%)
950.39M
est: 193.01M (+392.4%)
203.59M
200.06M – 206.53M
+5.5% YoY
213.89M
212.13M – 216.25M
+5.1% YoY
226.52M
226.52M – 226.52M
+5.9% YoY
243.20M
239.72M – 246.48M
+7.4% YoY
EPS
2.11
est: 2.30 (-8.3%)
2.77
est: 2.58 (+7.4%)
2.87
est: 2.93 (-2.0%)
3.29
est: 3.30 (-0.3%)
3.70
est: 3.69 (+0.4%)
4.59
est: 4.53 (+1.2%)
7.63
est: 5.37 (+42.2%)
7.39
est: 7.21 (+2.6%)
8.65
est: 8.32 (+3.9%)
9.60
est: 9.75 (-1.5%)
9.44
est: 11.89 (-20.6%)
12.37
est: 10.91 (+13.4%)
15.97
est: 12.59 (+26.8%)
13.73
est: 19.44 (-29.4%)
22.95
est: 22.37 (+2.6%)
23.91
23.74 – 24.07
+6.9% YoY
26.20
25.66 – 26.60
+9.6% YoY
28.81
28.46 – 29.17
+10.0% YoY
31.65
31.06 – 32.20
+9.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-05-05 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-05-04 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-29 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-23 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-22 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-21 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-20 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-17 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-15 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
894.87M
OE per share TTM
27.48
Owner's Yield
10.11%
Maintenance CapEx ratio
3.51%
Maint CapEx / Avg PPE
3.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
173
Total invested
330.96M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 4.50M 11.40% 19.3K 4.45M 54.3K IA Pennsylvania For 2022-02-10
2 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 4.02M 10.18% 2.63M 1.06M 2.96M 1.06M IA California 2022-02-14
3 13-2628641 3.72M 6.99% 3.72M 3.72M IA Delaware 2015-02-17
4 (1) BlackRock, Inc. 3.31M 8.40% 3.16M 3.31M HC Delaware 2022-02-03
5 Ruane, Cunniff & Goldfarb Inc. 3.01M 6.57% 3.01M 3.01M IA, CO Delaware 2017-02-14
6 Abigail P. Johnson 2.45M 5.70% 2.45M IN United States of America 2019-02-13
7 FMR LLC 2.45M 5.70% 18.4K 2.45M HC Delaware 2019-02-13
8 Baron Capital Group, Inc.271204330 2.09M 5.28% 1.98M 2.09M HC, CO New York 2022-02-14
9 Ronald Baron271204330 2.09M 5.28% 1.98M 2.09M HC, IN New York 2022-02-14
10 BAMCO INC /NY/271204330 1.92M 4.85% 1.81M 1.92M IA, CO New York 2022-02-14
11 Brave Warrior Advisors, LLC 1.61M 3.50% 1.61M 1.61M IA Delaware, United States 2017-02-14
12 Baron Capital Management, Inc.271204330 170.8K 0.43% 170.8K 170.8K IA, CO New York 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
173
-342 vs prev Q
New positions
20
Closed positions
355
Increased
79
Reduced
44
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 157.6K +157.6K (+100.0%) 40.71B +40.7B (+100.0%) 0.49% +0.493 pp 0.28% +0.285 pp USD258.36 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 3.29M -91.4K (-2.7%) 849.18M -88.6M (-9.4%) 10.28% +0.001 pp 0.01% -0.002 pp USD55.62 +364.5% 63 qtrs
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.17M -234.0K (-6.9%) 817.87M -125.8M (-13.3%) 9.90% -0.444 pp 2.20% -0.105 pp USD77.00 +235.5% 48 qtrs
4 BLACKROCK, INC. 2.95M -44.3K (-1.5%) 762.89M -69.1M (-8.3%) 9.23% +0.116 pp 0.01% -0.002 pp USD265.28 -2.6% 6 qtrs
5 FMR LLC 2.86M -30.0K (-1.0%) 739.48M -63.4M (-7.9%) 8.77% -0.028 pp 0.04% -0.004 pp USD119.11 +116.9% 56 qtrs
6 BANK OF MONTREAL /CAN/ 1.31M +1.3M (+5,277.5%) 338.87M +332.1M (+4,905.0%) 4.10% +4.027 pp 0.12% +0.115 pp USD256.78 +0.6% 51 qtrs
7 BAMCO INC /NY/ 1.13M -275.7K (-19.6%) 292.60M -98.3M (-25.1%) 3.47% -0.814 pp 0.79% -0.244 pp USD38.56 +570.0% 53 qtrs
8 STATE STREET CORP 1.00M -27.8K (-2.7%) 259.56M -27.0M (-9.4%) 3.14% +0.000 pp 0.01% -0.001 pp USD70.75 +265.2% 51 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 793.4K +37.0K (+4.9%) 205.01M -5.0M (-2.4%) 2.48% +0.180 pp 0.01% -0.001 pp USD160.39 +61.1% 63 qtrs
10 BRAVE WARRIOR ADVISORS, LLC 780.1K +27.1K (+3.6%) 201.55M -7.5M (-3.6%) 2.44% +0.149 pp 4.72% -0.131 pp USD99.68 +159.2% 51 qtrs
11 DIMENSIONAL FUND ADVISORS LP 643.0K +29.6K (+4.8%) 166.12M -4.1M (-2.4%) 1.97% +0.104 pp 0.03% -0.002 pp USD72.04 +258.6% 51 qtrs
12 FIDUCIARY MANAGEMENT INC /WI/ 611.3K -29.0K (-4.5%) 157.93M -19.8M (-11.1%) 1.91% -0.036 pp 1.74% -0.062 pp USD174.04 +48.4% 22 qtrs
13 LYRICAL ASSET MANAGEMENT LP 541.3K -23.8K (-4.2%) 139.86M -17.0M (-10.9%) 1.67% -0.049 pp 1.83% -0.382 pp USD181.85 +42.1% 17 qtrs
14 FIRST TRUST ADVISORS LP 505.4K +13.3K (+2.7%) 130.56M -6.0M (-4.4%) 1.58% +0.083 pp 0.09% -0.007 pp USD277.48 -6.9% 10 qtrs
15 AGF MANAGEMENT LTD 420.5K +6.8K (+1.6%) 108.64M -6.2M (-5.4%) 1.32% +0.056 pp 0.47% -0.034 pp USD167.46 +54.3% 13 qtrs
16 INVESCO LTD. 357.7K +238.6K (+200.3%) 92.41M +59.3M (+179.5%) 1.12% +0.756 pp 0.01% +0.009 pp USD240.37 +7.5% 57 qtrs
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 316.9K -4.2K (-1.3%) 81.86M -7.3M (-8.1%) 0.97% -0.006 pp 0.01% -0.002 pp USD84.99 +204.0% 60 qtrs
18 BANK OF NEW YORK MELLON CORP 311.8K -4.2K (-1.3%) 80.54M -7.1M (-8.2%) 0.97% +0.014 pp 0.01% -0.003 pp USD56.60 +356.5% 63 qtrs
19 WELLS FARGO & COMPANY/MN 297.9K -12.9K (-4.2%) 76.97M -9.3M (-10.8%) 0.93% -0.014 pp 0.01% -0.002 pp USD66.66 +287.6% 57 qtrs
20 NORTHERN TRUST CORP 286.5K -20.6K (-6.7%) 74.01M -11.2M (-13.2%) 0.88% -0.056 pp 0.01% -0.002 pp USD112.63 +129.4% 51 qtrs
21 FULLER & THALER ASSET MANAGEMENT, INC. 284.9K +19.2K (+7.2%) 73.60M -157.8K (-0.2%) 0.88% +0.071 pp 0.25% -0.002 pp USD215.88 +19.7% 34 qtrs
22 QUANTUM CAPITAL MANAGEMENT, LLC / NJ 253.7K +20.8K (+8.9%) 65.56M +897.1K (+1.4%) 0.79% +0.085 pp 7.59% +0.501 pp USD106.91 +141.7% 50 qtrs
23 WESTFIELD CAPITAL MANAGEMENT CO LP 234.6K -22.2K (-8.6%) 60.61M -10.7M (-15.0%) 0.73% -0.048 pp 0.25% -0.047 pp USD192.59 +34.2% 14 qtrs
24 MORGAN STANLEY 223.8K +39.3K (+21.3%) 57.83M +6.6M (+12.9%) 0.70% +0.139 pp 0.00% +0.000 pp USD181.44 +42.4% 51 qtrs
25 AQR CAPITAL MANAGEMENT LLC 221.9K -125.7K (-36.2%) 57.32M -38.8M (-40.3%) 0.68% -0.377 pp 0.03% -0.032 pp USD272.56 -5.2% 61 qtrs
26 NORDEA INVESTMENT MANAGEMENT AB 216.3K +31.9K (+17.3%) 56.15M +5.1M (+10.1%) 0.67% +0.106 pp 0.05% +0.004 pp USD274.76 -6.0% 2 qtrs
27 MILLENNIUM MANAGEMENT LLC 212.2K +137.3K (+183.3%) 54.82M +34.0M (+163.7%) 0.66% +0.436 pp 0.02% +0.014 pp USD256.95 +0.5% 49 qtrs
28 FIL LTD 202.1K +— (+0.0%) 52.22M -3.9M (-6.9%) 0.62% +0.005 pp 0.04% -0.005 pp USD265.94 -2.9% 7 qtrs
29 QUBE RESEARCH & TECHNOLOGIES LTD 191.5K +49.9K (+35.2%) 49.49M +10.2M (+25.8%) 0.59% +0.156 pp 0.05% +0.010 pp USD252.63 +2.3% 10 qtrs
30 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 174.5K -12.3K (-6.6%) 45.10M -6.8M (-13.1%) 0.53% -0.034 pp 0.03% -0.003 pp USD255.17 +1.3% 8 qtrs
31 ROYAL LONDON ASSET MANAGEMENT LTD 156.9K -1.6K (-1.0%) 40.53M -3.5M (-7.8%) 0.48% -0.001 pp 0.09% -0.009 pp USD150.86 +71.3% 31 qtrs
32 PRICE T ROWE ASSOCIATES INC /MD/ 147.8K +1.3K (+0.9%) 38.19M -2.5M (-6.1%) 0.46% +0.017 pp 0.00% 0.000 pp USD105.67 +144.5% 49 qtrs
33 UBS ASSET MANAGEMENT AMERICAS INC 142.9K -1.6K (-1.1%) 36.92M -3.2M (-8.0%) 0.45% +0.007 pp 0.01% -0.001 pp USD210.26 +22.9% 52 qtrs
34 RAYMOND JAMES FINANCIAL INC 132.5K -1.1K (-0.8%) 34.23M -2.8M (-7.7%) 0.41% 0.000 pp 0.01% -0.001 pp USD271.69 -4.9% 5 qtrs
35 ACADEMY CAPITAL MANAGEMENT INC/TX 132.3K -607.0 (-0.5%) 34.18M -2.7M (-7.4%) 0.41% +0.004 pp 4.54% -0.718 pp USD95.66 +170.1% 63 qtrs
36 UBS GROUP AG 131.7K +38.6K (+41.5%) 34.01M +8.2M (+31.7%) 0.41% +0.129 pp 0.01% +0.002 pp USD262.20 -1.5% 45 qtrs
37 AMERICAN CENTURY COMPANIES INC 129.1K +7.9K (+6.6%) 33.34M -277.9K (-0.8%) 0.40% +0.035 pp 0.02% 0.000 pp USD213.75 +20.9% 23 qtrs
38 GOLDMAN SACHS GROUP INC 124.9K -7.4K (-5.6%) 32.28M -4.5M (-12.1%) 0.39% -0.017 pp 0.00% -0.001 pp USD174.74 +47.9% 61 qtrs
39 PHILOSMITH CAPITAL CORP 118.2K +— (+0.0%) 30.54M -2.3M (-6.9%) 0.36% +0.005 pp 8.40% -0.720 pp USD154.08 +67.7% 18 qtrs
40 NUVEEN, LLC 113.3K -41.0K (-26.6%) 29.28M -13.6M (-31.6%) 0.35% -0.115 pp 0.01% -0.004 pp USD284.53 -9.2% 4 qtrs
41 DANSKE BANK A/S 109.1K -361.0 (-0.3%) 28.20M -2.2M (-7.2%) 0.34% +0.004 pp 0.07% -0.010 pp USD272.02 -5.0% 8 qtrs
42 JPMORGAN CHASE & CO 107.9K -24.7K (-18.6%) 27.89M -8.9M (-24.3%) 0.33% -0.071 pp 0.00% -0.001 pp USD178.77 +44.5% 51 qtrs
43 D. E. SHAW & CO., INC. 92.1K +43.4K (+89.1%) 23.81M +10.3M (+76.0%) 0.28% +0.134 pp 0.01% +0.005 pp USD251.33 +2.8% 36 qtrs
44 COPELAND CAPITAL MANAGEMENT, LLC 91.2K -5.6K (-5.8%) 23.55M -3.3M (-12.3%) 0.28% -0.013 pp 0.53% -0.034 pp USD273.67 -5.6% 3 qtrs
45 TWO SIGMA INVESTMENTS, LP 91.0K -14.4K (-13.6%) 23.51M -5.7M (-19.6%) 0.28% -0.036 pp 0.03% -0.010 pp USD275.04 -6.1% 6 qtrs
46 RHUMBLINE ADVISERS 86.2K -2.3K (-2.6%) 22.27M -2.3M (-9.3%) 0.27% +0.000 pp 0.02% -0.002 pp USD83.58 +209.1% 51 qtrs
47 ENVESTNET ASSET MANAGEMENT INC 84.7K -15.4K (-15.4%) 21.89M -5.9M (-21.3%) 0.27% -0.040 pp 0.01% -0.002 pp USD213.88 +20.8% 51 qtrs
48 MAN GROUP PLC 81.7K +5.5K (+7.2%) 21.11M -55.4K (-0.3%) 0.25% +0.018 pp 0.04% -0.001 pp USD226.67 +14.0% 32 qtrs
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 80.9K -11.6K (-12.5%) 20.89M -4.8M (-18.6%) 0.25% -0.033 pp 0.01% -0.003 pp USD147.36 +75.3% 58 qtrs
50 NATIXIS ADVISORS, L.P. 78.2K -1.1K (-1.4%) 20.19M -1.8M (-8.3%) 0.24% +0.003 pp 0.03% -0.004 pp USD106.34 +143.0% 37 qtrs
51 QUANTINNO CAPITAL MANAGEMENT LP 75.8K +43.0K (+131.0%) 19.59M +10.5M (+115.0%) 0.23% +0.133 pp 0.04% +0.015 pp USD264.25 -2.2% 11 qtrs
52 ALPS ADVISORS INC 69.7K -4.3K (-5.8%) 18.00M -2.5M (-12.3%) 0.22% -0.007 pp 0.10% -0.010 pp USD277.59 -6.9% 2 qtrs
53 PRANA CAPITAL MANAGEMENT, LP 68.8K +1.9K (+2.8%) 17.78M -797.5K (-4.3%) 0.21% +0.007 pp 0.64% +0.026 pp USD278.78 -7.3% 4 qtrs
54 PRINCIPAL FINANCIAL GROUP INC 68.7K -3.3K (-4.6%) 17.75M -2.2M (-11.2%) 0.21% -0.007 pp 0.01% -0.001 pp USD103.75 +149.0% 63 qtrs
55 SEI INVESTMENTS CO 67.1K -25.2K (-27.3%) 17.33M -8.3M (-32.3%) 0.21% -0.075 pp 0.02% -0.010 pp USD201.92 +28.0% 45 qtrs
56 WCM INVESTMENT MANAGEMENT, LLC 63.4K +2.2K (+3.6%) 16.52M -384.6K (-2.3%) 0.20% +0.012 pp 0.03% -0.001 pp USD143.83 +79.6% 28 qtrs
57 SWISS NATIONAL BANK 63.9K +200.0 (+0.3%) 16.51M -1.2M (-6.6%) 0.20% +0.006 pp 0.01% 0.000 pp USD64.27 +302.0% 51 qtrs
58 BRIDGEWATER ASSOCIATES, LP 63.7K +15.6K (+32.3%) 16.47M +3.1M (+23.1%) 0.20% +0.053 pp 0.06% +0.008 pp USD259.63 -0.5% 12 qtrs
59 AMERIPRISE FINANCIAL INC 62.2K +11.2K (+22.1%) 16.06M +1.9M (+13.6%) 0.19% +0.036 pp 0.00% +0.000 pp USD163.76 +57.8% 55 qtrs
60 RUNNING OAK CAPITAL LLC 58.2K -3.4K (-5.5%) 15.03M -2.1M (-12.0%) 0.18% -0.008 pp 1.88% -0.033 pp USD170.84 +51.2% 14 qtrs
61 APTUS CAPITAL ADVISORS, LLC 51.6K +168.0 (+0.3%) 13.33M -945.8K (-6.6%) 0.16% +0.005 pp 0.10% -0.008 pp USD227.46 +13.6% 23 qtrs
62 BANK OF AMERICA CORP /DE/ 50.8K -15.3K (-23.1%) 13.12M -5.2M (-28.4%) 0.16% -0.042 pp 0.00% 0.000 pp USD247.88 +4.2% 52 qtrs
63 LEGAL & GENERAL GROUP PLC 49.6K -14.2K (-22.3%) 12.80M -4.9M (-27.6%) 0.16% -0.039 pp 0.00% -0.001 pp USD127.30 +103.0% 60 qtrs
64 LIGHTHOUSE INVESTMENT PARTNERS, LLC 48.9K +48.9K (+100.0%) 12.64M +12.6M (+100.0%) 0.15% +0.153 pp 0.38% +0.380 pp USD258.36 +0.0% 1 qtrs NEW
65 RUSSELL INVESTMENTS GROUP, LTD. 47.8K +11.1K (+30.3%) 12.35M +2.2M (+21.3%) 0.15% +0.035 pp 0.01% +0.002 pp USD224.47 +15.1% 37 qtrs
66 EULAV ASSET MANAGEMENT 47.4K +— (+0.0%) 12.25M -911.5K (-6.9%) 0.15% +0.004 pp 0.33% +0.021 pp USD146.93 +75.8% 37 qtrs
67 ALLIANCEBERNSTEIN L.P. 46.4K +2.0K (+4.6%) 11.98M -328.1K (-2.7%) 0.15% +0.010 pp 0.00% 0.000 pp USD84.02 +207.5% 61 qtrs
68 POINT72 ASSET MANAGEMENT, L.P. 42.4K +42.4K (+100.0%) 10.95M +11.0M (+100.0%) 0.13% +0.130 pp 0.01% +0.012 pp USD258.36 +0.0% 3 qtrs
69 VOLORIDGE INVESTMENT MANAGEMENT, LLC 42.3K +11.0K (+35.4%) 10.92M +2.3M (+26.0%) 0.13% +0.037 pp 0.04% +0.009 pp USD269.91 -4.3% 6 qtrs
70 REGIONS FINANCIAL CORP 42.3K -587.0 (-1.4%) 10.92M -975.5K (-8.2%) 0.13% +0.000 pp 0.07% -0.008 pp USD98.63 +161.9% 47 qtrs
71 ARTEMIS INVESTMENT MANAGEMENT LLP 41.6K +5.3K (+14.6%) 10.76M +675.6K (+6.7%) 0.13% +0.018 pp 0.13% +0.005 pp USD276.35 -6.5% 5 qtrs
72 ROYAL BANK OF CANADA 39.6K -43.8K (-52.5%) 10.23M -12.9M (-55.8%) 0.12% -0.130 pp 0.00% -0.002 pp USD239.55 +7.9% 51 qtrs
73 VICTORY CAPITAL MANAGEMENT INC 38.6K +1.4K (+3.8%) 9.98M -351.5K (-3.4%) 0.12% +0.008 pp 0.01% 0.000 pp USD166.96 +54.7% 50 qtrs
74 RETIREMENT SYSTEMS OF ALABAMA 38.3K -858.0 (-2.2%) 9.90M -974.8K (-9.0%) 0.12% -0.001 pp 0.03% -0.004 pp USD109.38 +136.2% 52 qtrs
75 PUBLIC SECTOR PENSION INVESTMENT BOARD 37.7K +5.3K (+16.3%) 9.74M +741.7K (+8.2%) 0.12% +0.019 pp 0.03% 0.000 pp USD280.79 -8.0% 4 qtrs
76 STIFEL FINANCIAL CORP 37.2K -3.0K (-7.5%) 9.61M -1.5M (-13.9%) 0.11% -0.008 pp 0.01% -0.002 pp USD118.80 +117.5% 47 qtrs
77 GOTHAM ASSET MANAGEMENT, LLC 36.8K +32.0 (+0.1%) 9.50M -698.1K (-6.8%) 0.12% +0.003 pp 0.03% -0.010 pp USD248.37 +4.0% 12 qtrs
78 SCHONFELD STRATEGIC ADVISORS LLC 36.4K +14.4K (+65.6%) 9.41M +3.3M (+54.1%) 0.11% +0.045 pp 0.04% +0.007 pp USD268.05 -3.6% 16 qtrs
79 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 36.1K +1.4K (+4.0%) 9.33M -306.1K (-3.2%) 0.11% +0.007 pp 0.10% -0.004 pp USD103.61 +149.4% 51 qtrs
80 PARKWOOD LLC 33.2K +305.0 (+0.9%) 8.59M -554.0K (-6.1%) 0.10% +0.004 pp 0.67% -0.167 pp USD188.69 +36.9% 31 qtrs
81 CAMPBELL & CO INVESTMENT ADVISER LLC 32.0K +32.0K (+100.0%) 8.27M +8.3M (+100.0%) 0.10% +0.098 pp 0.40% +0.397 pp USD258.36 +0.0% 1 qtrs NEW
82 LOGAN CAPITAL MANAGEMENT INC 31.9K -1.2K (-3.6%) 8.24M -940.5K (-10.2%) 0.10% -0.001 pp 0.35% -0.041 pp USD91.46 +182.5% 37 qtrs
83 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 31.5K +31.5K (+100.0%) 8.13M +8.1M (+100.0%) 0.10% +0.098 pp 0.00% +0.005 pp USD258.36 +0.0% 1 qtrs NEW
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 31.2K -74.0 (-0.2%) 8.05M -619.9K (-7.1%) 0.10% +0.001 pp 0.01% -0.001 pp USD46.31 +457.9% 52 qtrs
85 CALLAN FAMILY OFFICE, LLC 31.0K +180.0 (+0.6%) 8.01M -546.1K (-6.4%) 0.10% +0.001 pp 0.17% -0.101 pp USD272.61 -5.2% 7 qtrs
86 STATE OF ALASKA, DEPARTMENT OF REVENUE 30.9K -370.0 (-1.2%) 7.97M -696.0K (-8.0%) 0.10% +0.000 pp 0.08% -0.004 pp USD139.89 +84.7% 26 qtrs
87 NORGES BANK 30.3K +30.3K (+100.0%) 7.82M +7.8M (+100.0%) 0.09% +0.095 pp 0.00% +0.001 pp USD258.36 +0.0% 1 qtrs NEW
88 AMUNDI 29.7K +11.8K (+65.9%) 7.67M +2.7M (+54.5%) 0.09% +0.038 pp 0.00% +0.001 pp USD268.24 -3.7% 5 qtrs
89 VAN ECK ASSOCIATES CORP 29.2K +7.0 (+0.0%) 7.54M -560.0K (-6.9%) 0.09% +0.003 pp 0.01% -0.001 pp USD242.26 +6.6% 20 qtrs
90 MARKS GROUP WEALTH MANAGEMENT, INC 28.9K -3.3K (-10.2%) 7.47M -1.5M (-16.4%) 0.09% -0.008 pp 0.71% -0.115 pp USD119.16 +116.8% 25 qtrs
91 TEACHER RETIREMENT SYSTEM OF TEXAS 28.5K +1.3K (+4.6%) 7.36M -196.7K (-2.6%) 0.09% +0.005 pp 0.03% -0.005 pp USD250.06 +3.3% 22 qtrs
92 ALGERT GLOBAL LLC 27.7K +— (+0.0%) 7.16M -533.0K (-6.9%) 0.09% +0.002 pp 0.11% -0.017 pp USD251.89 +2.6% 14 qtrs
93 VOYA INVESTMENT MANAGEMENT LLC 25.9K +15.9K (+159.1%) 6.68M +3.9M (+141.1%) 0.08% +0.051 pp 0.01% +0.004 pp USD244.73 +5.6% 51 qtrs
94 TREXQUANT INVESTMENT LP 25.0K +20.7K (+480.3%) 6.46M +5.3M (+440.1%) 0.08% +0.065 pp 0.06% +0.045 pp USD260.51 -0.8% 6 qtrs
95 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25.0K -2.3K (-8.3%) 6.46M -1.1M (-14.7%) 0.08% -0.005 pp 0.04% -0.009 pp USD255.96 +0.9% 15 qtrs
96 MITSUBISHI UFJ TRUST & BANKING CORP 24.0K +1.3K (+5.6%) 6.19M -106.1K (-1.7%) 0.07% +0.005 pp 0.01% +0.001 pp USD245.51 +5.2% 26 qtrs
97 BARCLAYS PLC 23.4K +2.9K (+14.3%) 6.04M +614.9K (+11.3%) 0.07% +0.011 pp 0.00% +0.000 pp USD247.74 +4.3% 51 qtrs
98 CITADEL ADVISORS LLC 23.3K +3.4K (+17.0%) 6.03M +493.6K (+8.9%) 0.07% +0.012 pp 0.00% +0.000 pp USD267.42 -3.4% 45 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 198 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WBI BullBear Quality 3000 ETF WBIL 4.65% 1.49M 1.45%
2 Sovereign's Capital Flourish Fund SOVF 2.65% 2.97M 0.75%
3 Opus Small Cap Value ETF OSCV 2.42% 16.61M 0.79%
4 WBI BullBear Value 3000 ETF WBIF 2.35% 624.1K 1.52%
5 ALPS O'Shares U.S. Small-Cap Quality Dividend ETF OUSM 2.14% 18.69M 0.48%
6 Running Oak Efficient Growth ETF RUNN 2.05% 6.87M 0.58%
7 State Street SPDR S&P Insurance ETF KIE 1.90% 10.54M 0.35%
8 ProShares - S&P MidCap 400 Dividend Aristocrats ETF REGL 1.64% 28.63M 0.40%
9 Baron Financials ETF BCFN 1.44% 659.4K 0.80%
10 Invesco S&P MidCap 400 GARP ETF GRPM 1.39% 6.67M 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.60
Neutral
Ratio by volume
1.10
Neutral
Buys
18
Sells
30
Shares acquired
38.9K
Shares disposed
35.3K
Cash buys
Cash sales
3.00
Net activity
+3,529
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-13 Yastine Barbara A. Director A-Award A Common Stock 65 249.06 16.2K 19,216 D
2026-03-13 Williams Donald R. Director A-Award A Common Stock 44 249.06 11.0K 20,324 D
2026-03-13 Perez Beatriz R Director A-Award A Common Stock 54 249.06 13.6K 11,362 D
2026-03-13 DAY CYNTHIA N Director A-Award A Common Stock 94 249.06 23.4K 19,635 D
2026-03-13 Cottle Amber Lynne Director A-Award A Common Stock 15 249.06 3.6K 3,177 D
2026-03-13 CRITTENDEN GARY L Director A-Award A Common Stock 100 249.06 24.9K 20,808 D
2026-03-13 Babbit Joel M. Director A-Award A Common Stock 37 249.06 9.1K 8,468 D
2026-03-10 Schneider Peter W. Officer S-Sale D Common Stock 1,800 252.38 454.3K 11,611 D
2026-03-06 Williams Donald R. Director G-Gift D Common Stock 8,000 0.00 20,280 D
2026-03-02 Jendusa Nicholas Adam Officer S-Sale D Common Stock 190 255.51 48.5K 306 D
2026-03-01 Williams Glenn J. Director / Officer D-Return D Common Stock 3,945 253.66 1.00M 35,196 D
2026-03-01 TAN TRACY XIANGYAN Officer M-Exempt D Restricted Stock Unit 406 0.00 5,802 D
2026-03-01 Schneider Peter W. Officer M-Exempt D Restricted Stock Unit 1,575 0.00 9,414 D
2026-03-01 Jendusa Nicholas Adam Officer M-Exempt D Restricted Stock Unit 149 0.00 1,202 D
2026-02-20 Williams Glenn J. Director / Officer A-Award A Restricted Stock Unit 5,340 0.00 23,992 D
2026-02-20 TAN TRACY XIANGYAN Officer A-Award A Restricted Stock Unit 2,330 0.00 6,208 D
2026-02-20 Schneider Peter W. Officer A-Award A Restricted Stock Unit 3,689 0.00 10,989 D
2026-02-20 Jendusa Nicholas Adam Officer A-Award A Restricted Stock Unit 504 0.00 1,351 D
2026-02-17 Williams Glenn J. Director / Officer S-Sale D Common Stock 2,500 256.41 641.0K 27,392 D
2025-12-15 Yastine Barbara A. Director A-Award A Common Stock 54 258.08 14.0K 19,151 D
2025-12-15 Williams Donald R. Director A-Award A Common Stock 37 258.08 9.5K 28,280 D
2025-12-15 Perez Beatriz R Director A-Award A Common Stock 45 258.08 11.7K 11,308 D
2025-12-15 DAY CYNTHIA N Director A-Award A Common Stock 78 258.08 20.2K 19,541 D
2025-12-15 Cottle Amber Lynne Director A-Award A Common Stock 13 258.08 3.3K 3,161 D
2025-12-15 CRITTENDEN GARY L Director A-Award A Common Stock 83 258.08 21.5K 20,709 D
2025-12-15 Babbit Joel M. Director A-Award A Common Stock 31 258.08 7.9K 8,431 D
2025-12-03 Babbit Joel M. Director S-Sale D Common Stock 700 255.00 178.5K 8,400 D
2025-11-26 Williams Glenn J. Director / Officer G-Gift D Common Stock 4,000 0.00 29,892 D
2025-11-17 Schneider Peter W. Officer S-Sale D Common Stock 2,000 255.30 510.6K 7,301 D
2025-11-12 Williams Glenn J. Director / Officer S-Sale D Common Stock 2,500 259.65 649.1K 33,892 D
2025-09-15 Yastine Barbara A. Director A-Award A Common Stock 51 274.23 13.9K 19,097 D
2025-09-15 Williams Donald R. Director A-Award A Common Stock 34 274.73 9.5K 28,243 D
2025-09-15 Perez Beatriz R Director A-Award A Common Stock 43 274.73 11.7K 11,262 D
2025-09-15 DAY CYNTHIA N Director A-Award A Common Stock 74 274.73 20.2K 19,463 D
2025-09-15 Cottle Amber Lynne Director A-Award A Common Stock 12 274.23 3.3K 3,148 D
2025-09-15 CRITTENDEN GARY L Director A-Award A Common Stock 78 274.23 21.4K 20,626 D
2025-09-15 Babbit Joel M. Director A-Award A Common Stock 29 274.23 7.8K 9,100 D
2025-08-18 Schneider Peter W. Officer S-Sale D Common Stock 2,000 261.16 522.3K 9,301 D
2025-08-12 Williams Glenn J. Director / Officer S-Sale D Common Stock 2,500 262.20 655.5K 36,392 D
2025-06-13 Yastine Barbara A. Director A-Award A Common Stock 53 261.16 13.9K 19,046 D
2025-06-13 Williams Glenn J. Director / Officer S-Sale D Common Stock 2,500 259.04 647.6K 38,892 D
2025-06-13 Williams Donald R. Director A-Award A Common Stock 36 261.16 9.4K 28,209 D
2025-06-13 Perez Beatriz R Director A-Award A Common Stock 45 261.16 11.6K 11,220 D
2025-06-13 DAY CYNTHIA N Director A-Award A Common Stock 77 261.16 20.1K 19,389 D
2025-06-13 Cottle Amber Lynne Director A-Award A Common Stock 12 261.16 3.2K 3,136 D
2025-06-13 CRITTENDEN GARY L Director A-Award A Common Stock 82 261.16 21.3K 20,548 D
2025-06-13 Babbit Joel M. Director A-Award A Common Stock 30 261.16 7.8K 9,072 D
2025-05-29 Williams Glenn J. Director / Officer G-Gift D Common Stock 2,320 0.00 41,392 D
2025-05-21 Dheer Sanjeev Director S-Sale D Common Stock 1,300 273.01 354.9K 3,711 D
2025-05-19 Schneider Peter W. Officer S-Sale D Common Stock 2,000 280.37 560.7K 11,301 D
2025-05-14 Yastine Barbara A. Director A-Award A Common Stock 552 271.30 149.8K 18,993 D
2025-05-14 Wilson Darryl L. Director A-Award A Common Stock 552 271.30 149.8K 1,367 D
2025-05-14 Williams Donald R. Director A-Award A Common Stock 552 271.30 149.8K 28,173 D
2025-05-14 Perez Beatriz R Director A-Award A Common Stock 552 271.30 149.8K 11,175 D
2025-05-14 Dheer Sanjeev Director A-Award A Common Stock 552 271.30 149.8K 5,011 D
2025-05-14 DAY CYNTHIA N Director A-Award A Common Stock 552 271.30 149.8K 19,312 D
2025-05-14 Cottle Amber Lynne Director A-Award A Common Stock 552 271.30 149.8K 3,124 D
2025-05-14 CRITTENDEN GARY L Director A-Award A Common Stock 552 271.30 149.8K 20,466 D
2025-05-14 Babbit Joel M. Director A-Award A Common Stock 552 271.30 149.8K 9,042 D
2025-05-14 Addison John A. Jr. Director A-Award A Common Stock 552 271.30 149.8K 15,703 D
2025-03-14 Yastine Barbara A. Director A-Award A Common Stock 50 276.70 13.8K 18,441 D
2025-03-14 Williams Donald R. Director A-Award A Common Stock 32 276.70 8.8K 27,621 D
2025-03-14 Perez Beatriz R Director A-Award A Common Stock 40 276.70 11.0K 10,623 D
2025-03-14 DAY CYNTHIA N Director A-Award A Common Stock 70 276.70 19.4K 18,760 D
2025-03-14 Cottle Amber Lynne Director A-Award A Common Stock 10 276.70 2.7K 2,572 D
2025-03-14 CRITTENDEN GARY L Director A-Award A Common Stock 75 276.70 20.6K 19,914 D
2025-03-14 Babbit Joel M. Director A-Award A Common Stock 26 276.70 7.2K 8,490 D
2025-03-05 Schneider Peter W. Officer S-Sale D Common Stock 2,000 282.90 565.8K 13,301 D
2025-03-05 Jendusa Nicholas Adam Officer S-Sale D Common Stock 234 280.15 65.6K 200 D
2025-03-01 Williams Glenn J. Director / Officer M-Exempt A Common Stock 1,497 290.00 434.1K 37,985 D
2025-03-01 TAN TRACY XIANGYAN Officer M-Exempt D Restricted Stock Unit 406 0.00 4,558 D
2025-03-01 Schneider Peter W. Officer F-InKind D Common Stock 667 290.00 193.4K 10,567 D
2025-03-01 Jendusa Nicholas Adam Officer M-Exempt A Common Stock 148 290.00 42.9K 393 D
2025-02-18 Williams Glenn J. Director / Officer S-Sale D Common Stock 3,000 281.74 845.2K 33,322 D
2025-02-14 Williams Glenn J. Director / Officer A-Award A Restricted Stock Unit 4,839 0.00 25,646 D
2025-02-14 Williams Donald R. Director G-Gift D Common Stock 1,756 0.00 27,589 D
2025-02-14 TAN TRACY XIANGYAN Officer A-Award A Restricted Stock Unit 2,111 0.00 4,964 D
2025-02-14 Schneider Peter W. Officer A-Award A Restricted Stock Unit 3,343 0.00 12,304 D
2025-02-14 Jendusa Nicholas Adam Officer A-Award A Restricted Stock Unit 455 0.00 1,323 D
2024-12-12 Yastine Barbara A. Director A-Award A Common Stock 42 282.83 11.9K 18,391 D
2024-12-12 Williams Glenn J. Director / Officer A-Award A Restricted Stock Unit 8,839 0.00 20,807 D
2024-12-12 Williams Donald R. Director A-Award A Common Stock 27 282.83 7.6K 29,345 D
2024-12-12 Perez Beatriz R Director A-Award A Common Stock 34 282.83 9.5K 10,584 D
2024-12-12 DAY CYNTHIA N Director A-Award A Common Stock 59 282.83 16.8K 18,690 D
2024-12-12 Cottle Amber Lynne Director A-Award A Common Stock 8 282.83 2.3K 2,562 D
2024-12-12 CRITTENDEN GARY L Director A-Award A Common Stock 63 282.83 17.8K 19,840 D
2024-12-12 Babbit Joel M. Director A-Award A Common Stock 21 282.83 5.9K 8,463 D
2024-11-25 Schneider Peter W. Officer S-Sale D Common Stock 1,500 303.84 455.8K 8,371 D
2024-11-11 Williams Glenn J. Director / Officer S-Sale D Common Stock 3,000 301.27 903.8K 36,322 D
2024-09-12 Yastine Barbara A. Director A-Award A Common Stock 48 249.66 11.9K 18,349
2024-09-12 Williams Donald R. Director A-Award A Common Stock 30 249.66 7.6K 29,318
2024-09-12 Perez Beatriz R Director A-Award A Common Stock 38 249.66 9.5K 10,550
2024-09-12 DAY CYNTHIA N Director A-Award A Common Stock 67 249.66 16.7K 18,631
2024-09-12 Cottle Amber Lynne Director A-Award A Common Stock 9 249.66 2.3K 2,554
2024-09-12 CRITTENDEN GARY L Director A-Award A Common Stock 71 249.66 17.7K 19,777
2024-09-12 Babbit Joel M. Director A-Award A Common Stock 25 249.66 6.2K 8,442
2024-09-10 Addison John A. Jr. Director S-Sale D Common Stock 2,000 253.85 507.7K 15,151
2024-09-06 Schneider Peter W. Officer G-Gift D Common Stock 388 0.00 9,871
2024-09-06 Dheer Sanjeev Director S-Sale D Common Stock 800 255.51 204.4K 4,459
2024-09-05 Williams Glenn J. Director / Officer G-Gift D Common Stock 2,000 0.00 43,322
2024-09-05 Williams Donald R. Director G-Gift D Common Stock 193 0.00 29,288
2024-08-26 Schneider Peter W. Officer S-Sale D Common Stock 1,500 261.11 391.7K 10,259
2024-08-12 Williams Glenn J. Director / Officer S-Sale D Common Stock 3,000 252.55 757.6K 45,322
2024-06-13 Williams Glenn J. Director / Officer S-Sale D Common Stock 3,000 222.76 668.3K 48,322
2024-06-12 Yastine Barbara A. Director A-Award A Common Stock 45 220.89 9.9K 18,301
2024-06-12 Williams Donald R. Director A-Award A Common Stock 28 220.89 6.3K 29,481
2024-06-12 Perez Beatriz R Director A-Award A Common Stock 36 220.89 7.9K 10,512
2024-06-12 DAY CYNTHIA N Director A-Award A Common Stock 63 220.89 13.9K 18,564
2024-06-12 Cottle Amber Lynne Director A-Award A Common Stock 9 220.89 1.9K 2,545
2024-06-12 CRITTENDEN GARY L Director A-Award A Common Stock 67 220.89 14.7K 19,706
2024-06-12 Babbit Joel M. Director A-Award A Common Stock 23 220.89 5.1K 8,417
2024-05-24 Schneider Peter W. Officer S-Sale D Common Stock 1,500 227.44 341.2K 11,759
2024-05-08 Yastine Barbara A. Director A-Award A Common Stock 684 219.21 149.9K 18,256
2024-05-08 Wilson Darryl L. Director A-Award A Common Stock 684 219.21 149.9K 815
2024-05-08 Williams Donald R. Director A-Award A Common Stock 684 219.21 149.9K 29,452
2024-05-08 Perez Beatriz R Director A-Award A Common Stock 684 219.21 149.9K 10,477
2024-05-08 Dheer Sanjeev Director A-Award A Common Stock 684 219.21 149.9K 5,259
2024-05-08 DAY CYNTHIA N Director A-Award A Common Stock 684 219.21 149.9K 18,501
2024-05-08 Cottle Amber Lynne Director A-Award A Common Stock 684 219.21 149.9K 2,536
2024-05-08 CRITTENDEN GARY L Director A-Award A Common Stock 684 219.21 149.9K 19,639
2024-05-08 Babbit Joel M. Director A-Award A Common Stock 684 219.21 149.9K 8,394
2024-05-08 Addison John A. Jr. Director A-Award A Common Stock 684 219.21 149.9K 17,151
2024-03-15 Schneider Peter W. Officer S-Sale D Common Stock 1,500 243.41 365.1K 13,259
2024-03-13 Jendusa Nicholas Adam Officer S-Sale D Common Stock 234 249.81 58.4K 100
2024-03-12 Yastine Barbara A. Director A-Award A Common Stock 40 246.27 9.8K 17,572
2024-03-12 Williams Donald R. Director A-Award A Common Stock 23 246.27 5.7K 28,768
2024-03-12 Perez Beatriz R Director A-Award A Common Stock 30 246.27 7.3K 9,793
2024-03-12 DAY CYNTHIA N Director A-Award A Common Stock 54 246.27 13.3K 17,817
2024-03-12 Cottle Amber Lynne Director A-Award A Common Stock 6 246.27 1.4K 1,852
2024-03-12 CRITTENDEN GARY L Director A-Award A Common Stock 58 246.27 14.2K 18,955
2024-03-12 Babbit Joel M. Director A-Award A Common Stock 19 246.27 4.6K 7,710
2024-03-11 Pitts Gregory C. Officer S-Sale D Common Stock 3,759 245.43 922.6K 3,379
2024-03-01 Williams Glenn J. Director / Officer A-Award A Common Stock 6,776 245.26 1.66M 54,361
2024-03-01 TAN TRACY XIANGYAN Officer M-Exempt A Common Stock 405 245.26 99.3K 405
2024-03-01 Schneider Peter W. Officer M-Exempt A Common Stock 1,574 245.26 386.0K 13,390
2024-03-01 Pitts Gregory C. Officer M-Exempt D Restricted Stock Unit 1,079 0.00 6,145
2024-03-01 Jendusa Nicholas Adam Officer F-InKind D Common Stock 22 245.26 5.4K 89
2024-02-22 Addison John A. Jr. Director S-Sale D Common Stock 1,215 249.00 302.5K 16,467
2024-02-21 Williams Donald R. Director G-Gift D Common Stock 205 245.85 50.4K 28,745
2024-02-20 Babbit Joel M. Director S-Sale D Common Stock 750 245.46 184.1K 7,691
2024-02-17 Wilson Darryl L. Director A-Award A Common Stock 131 246.47 32.3K 131
2024-02-16 Williams Glenn J. Director / Officer A-Award A Restricted Stock Unit 4,491 0.00 20,668
2024-02-16 TAN TRACY XIANGYAN Officer A-Award A Restricted Stock Unit 2,041 0.00 3,258
2024-02-16 Schneider Peter W. Officer A-Award A Restricted Stock Unit 3,573 0.00 14,521
2024-02-16 Pitts Gregory C. Officer A-Award A Restricted Stock Unit 2,450 0.00 9,924
2024-02-16 Jendusa Nicholas Adam Officer A-Award A Restricted Stock Unit 364 0.00 1,283
2024-02-16 CRITTENDEN GARY L Director S-Sale D Common Stock 1,247 247.33 308.4K 18,897
2023-12-31 DAY CYNTHIA N Director A-Award A Common Stock 152 205.76 31.3K 17,763
2023-12-20 Jendusa Nicholas Adam Officer D Common Stock 0 0.00 51
2023-12-12 Yastine Barbara A. Director A-Award A Common Stock 40 212.55 8.5K 17,533
2023-12-12 Williams Glenn J. Director / Officer G-Gift D Common Stock 1,000 0.00 46,583
2023-12-12 Williams Donald R. Director A-Award A Common Stock 23 212.55 5.0K 28,950
2023-12-12 Perez Beatriz R Director A-Award A Common Stock 30 212.55 6.3K 9,763
2023-12-12 DAY CYNTHIA N Director A-Award A Common Stock 54 212.55 11.4K 17,611
2023-12-12 Cottle Amber Lynne Director A-Award A Common Stock 6 212.55 1.2K 1,846
2023-12-12 CRITTENDEN GARY L Director A-Award A Common Stock 58 212.55 12.2K 20,144
2023-12-12 Babbit Joel M. Director A-Award A Common Stock 19 212.55 4.0K 8,441
2023-11-30 Rand Alison S. Officer S-Sale D Common Stock 3,000 210.07 630.2K 6,444
2023-11-10 Williams Glenn J. Director / Officer S-Sale D Common Stock 4,000 204.61 818.4K 47,583
2023-10-16 TAN TRACY XIANGYAN Officer A-Award A Restricted Stock Unit 1,217 0.00 1,217
2023-09-30 DAY CYNTHIA N Director A-Award A Common Stock 161 194.01 31.2K 17,557
2023-09-11 Yastine Barbara A. Director A-Award A Common Stock 42 201.66 8.5K 17,493
2023-09-11 Williams Donald R. Director A-Award A Common Stock 25 201.66 4.9K 28,927
2023-09-11 Perez Beatriz R Director A-Award A Common Stock 31 201.66 6.3K 9,733
2023-09-11 DAY CYNTHIA N Director A-Award A Common Stock 56 201.66 11.3K 17,396
2023-09-11 Cottle Amber Lynne Director A-Award A Common Stock 6 201.66 1.2K 1,841
2023-09-11 CRITTENDEN GARY L Director A-Award A Common Stock 61 201.66 12.2K 20,087
2023-09-11 Babbit Joel M. Director A-Award A Common Stock 20 201.66 4.0K 8,422
2023-08-30 Rand Alison S. Officer S-Sale D Common Stock 3,000 202.26 606.8K 9,444
2023-08-28 Schneider Peter W. Officer S-Sale D Common Stock 3,500 201.43 705.0K 9,524
2023-08-10 Williams Glenn J. Director / Officer S-Sale D Common Stock 4,000 213.47 853.9K 51,583
2023-06-30 DAY CYNTHIA N Director A-Award A Common Stock 158 198.15 31.3K 17,340
2023-06-12 Yastine Barbara A. Director A-Award A Common Stock 44 192.57 8.4K 17,451
2023-06-12 Williams Glenn J. Director / Officer M-Exempt D Employee Stock Option - 2016 16,715 41.88 700.0K 0
2023-06-12 Williams Donald R. Director A-Award A Common Stock 26 192.57 4.9K 28,902
2023-06-12 Perez Beatriz R Director A-Award A Common Stock 33 192.57 6.3K 9,702
2023-06-12 DAY CYNTHIA N Director A-Award A Common Stock 58 192.57 11.1K 17,183
2023-06-12 Cottle Amber Lynne Director A-Award A Common Stock 6 192.57 1.2K 1,835
2023-06-12 CRITTENDEN GARY L Director A-Award A Common Stock 63 192.57 12.2K 20,026
2023-06-12 Babbit Joel M. Director A-Award A Common Stock 21 192.57 4.0K 8,402
2023-06-08 Williams Glenn J. Director / Officer G-Gift D Common Stock 1,500 0.00 48,402
2023-06-07 Williams Glenn J. Director / Officer S-Sale D Common Stock 4,000 191.25 765.0K 49,902
2023-06-07 Schneider Peter W. Officer S-Sale D Common Stock 2,000 192.19 384.4K 13,024
2023-06-07 Addison John A. Jr. Director S-Sale D Common Stock 1,700 189.95 322.9K 18,087
2023-05-31 Rand Alison S. Officer S-Sale D Common Stock 1,500 183.81 275.7K 12,444
2023-05-26 Schneider Peter W. Officer S-Sale D Common Stock 3,500 184.99 647.5K 15,024
2023-05-17 Yastine Barbara A. Director A-Award A Common Stock 720 180.46 129.9K 17,407
2023-05-17 Williams Donald R. Director A-Award A Common Stock 720 180.46 129.9K 28,876
2023-05-17 Perez Beatriz R Director A-Award A Common Stock 720 180.46 129.9K 9,669
2023-05-17 Dheer Sanjeev Director A-Award A Common Stock 720 180.46 129.9K 4,575
2023-05-17 DAY CYNTHIA N Director A-Award A Common Stock 720 180.46 129.9K 17,125
2023-05-17 Cottle Amber Lynne Director A-Award A Common Stock 720 180.46 129.9K 1,829
2023-05-17 CRITTENDEN GARY L Director A-Award A Common Stock 720 180.46 129.9K 19,963
2023-05-17 Babbit Joel M. Director A-Award A Common Stock 720 180.46 129.9K 8,382
2023-05-17 Addison John A. Jr. Director A-Award A Common Stock 720 180.46 129.9K 19,787
2023-03-31 DAY CYNTHIA N Director A-Award A Common Stock 185 168.97 31.2K 16,405
2023-03-14 Yastine Barbara A. Director A-Award A Common Stock 52 162.25 8.4K 16,687
2023-03-14 Williams Donald R. Director A-Award A Common Stock 27 162.25 4.4K 28,156
2023-03-14 Perez Beatriz R Director A-Award A Common Stock 36 162.25 5.8K 8,949
2023-03-14 DAY CYNTHIA N Director A-Award A Common Stock 65 162.25 10.5K 16,220

Executive team

Top executives
EBIT / Employee
436.2K
Shares Outstanding
31.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Glenn J. Williams Chief Executive Officer 750.0K 2.75M 1.92M 221.8K 5.64M 48.77%
2 2025 Peter W. Schneider President 600.0K 1.90M 1.41M 122.8K 4.03M 47.16%
3 2025 Tracy X. Tan EVP and Chief Financial Officer 575.0K 1.20M 766.8K 40.3K 2.58M 46.47%
4 2024 Glenn J. Williams Chief Executive Officer 600.0K 4.70M 1.77M 122.0K 7.19M 65.36%
5 2024 Peter W. Schneider President 550.0K 1.75M 1.47M 100.2K 3.87M 45.17%
6 2024 Gregory C. Pitts Executive Vice President (former Chief Operating Officer) 500.0K 1.20M 1.06M 82.7K 2.84M 42.19%
7 2024 Tracy X. Tan Executive Vice President and Chief Financial Officer 500.0K 999.6K 737.0K 31.5K 2.27M 44.07%
8 2024 Tracy X. Tan EVP and Chief Financial Officer 500.0K 999.6K 737.0K 31.5K 2.27M 44.07%
9 2023 Glenn J. Williams Chief Executive Officer 600.0K 2.20M 1.25M 131.7K 4.18M 52.63%
10 2023 Peter W. Schneider President 550.0K 1.75M 1.04M 90.2K 3.43M 51.01%
11 2023 Gregory C. Pitts Executive Vice President (former Chief Operating Officer) 500.0K 1.20M 624.0K 69.5K 2.39M 50.14%
12 2023 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 1.20M 624.0K 69.5K 2.39M 50.14%
13 2023 Alison S. Rand Executive Vice President and Chief Financial Officer (until December 20, 2023) 500.0K 1.20M 624.0K 59.7K 2.38M 50.34%
14 2023 Tracy X. Tan Executive Vice President and Chief Financial Officer 104.2K 250.0K 520.0K 9.6K 883.7K 28.29%
15 2023 Tracy X. Tan EVP and Chief Financial Officer 104.2K 250.0K 520.0K 9.6K 883.7K 28.29%
16 2023 Tracy X. Tan Executive Vice President and Chief Financial Officer 104.2K 250.0K 520.0K 9.6K 883.7K 28.29%
17 2022 Glenn J. Williams Chief Executive Officer 700.0K 2.75M 1.21M 131.2K 4.79M 57.37%
18 2022 Peter W. Schneider President 550.0K 1.75M 866.0K 88.2K 3.25M 53.77%
19 2022 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 1.20M 519.6K 65.8K 2.29M 52.50%
20 2022 Alison S. Rand Executive Vice President and Chief Financial Officer (until December 20, 2023) 500.0K 1.20M 519.6K 60.5K 2.28M 52.63%
21 2022 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 1.20M 519.6K 60.5K 2.28M 52.63%
22 2021 Glenn J. Williams Chief Executive Officer 750.0K 2.75M 1.43M 123.3K 5.06M 54.39%
23 2021 Peter W. Schneider President 550.0K 1.50M 955.0K 75.0K 3.08M 48.68%
24 2021 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 999.9K 573.0K 60.9K 2.13M 46.86%
25 2021 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 999.9K 573.0K 59.5K 2.13M 46.89%
26 2021 Alison S. Rand Executive Vice President and Chief Financial Officer (until December 20, 2023) 500.0K 999.9K 573.0K 59.5K 2.13M 46.89%
27 2020 Glenn J. Williams Chief Executive Officer 750.0K 2.75M 1.65M 125.4K 5.28M 52.08%
28 2020 Peter W. Schneider President 550.0K 1.50M 937.6K 67.6K 3.06M 49.04%
29 2020 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 999.8K 551.5K 58.1K 2.11M 47.40%
30 2020 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 999.8K 551.5K 54.7K 2.11M 47.48%
31 2019 Glenn J. Williams Chief Executive Officer 750.0K 2.75M 1.64M 131.0K 5.28M 52.09%
32 2019 Peter W. Schneider President 550.0K 1.50M 930.8K 74.7K 3.06M 49.02%
33 2019 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 999.8K 547.5K 56.5K 2.11M 47.41%
34 2019 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 999.8K 547.5K 58.4K 2.11M 47.48%
35 2019 William A. Kelly President, PFS Investments and Co-Head of Business Technology 489.3K 901.8K 459.3K 31.2K 1.89M 47.77%
36 2018 Glenn J. Williams Chief Executive Officer 750.0K 2.75M 1.59M 53.8K 5.15M 53.45%
37 2018 Peter W. Schneider President 550.0K 1.50M 900.2K 43.8K 3.00M 50.03%
38 2018 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 998.9K 529.5K 35.5K 2.06M 48.37%
39 2018 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 899.9K 529.5K 37.9K 1.97M 45.74%
40 2018 William A. Kelly President, PFS Investments and Co-Head of Business Technology 475.1K 405.4K 405.4K 28.8K 1.31M 30.92%
41 2018 William A. Kelly President, PFS Investments 475.1K 405.4K 401.9K 28.8K 1.31M 30.92%
42 2017 Glenn J. Williams Chief Executive Officer 750.0K 2.75M 1.68M 58.7K 5.25M 52.42%
43 2017 Peter W. Schneider President 550.0K 1.15M 954.6K 41.5K 2.70M 42.60%
44 2017 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 1,000.0K 449.2K 33.6K 1.98M 50.43%
45 2017 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 899.9K 449.2K 37.5K 1.89M 47.70%
46 2017 William A. Kelly President, PFS Investments 461.3K 426.9K 405.5K 28.7K 1.32M 32.28%
47 2017 William A. Kelly President, PFS Investments and Co-Head of Business Technology 461.3K 426.9K 405.5K 28.7K 1.32M 32.28%
48 2016 Glenn J. Williams Chief Executive Officer 750.0K 1.40M 411.7K 1.98M 46.0K 4.59M 39.49%
49 2016 Peter W. Schneider President 550.0K 807.5K 125.0K 1.12M 35.3K 2.64M 35.30%
50 2016 Alison S. Rand Executive Vice President and Chief Financial Officer 500.0K 604.5K 103.2K 527.2K 30.5K 1.77M 40.09%
51 2016 Gregory C. Pitts Executive Vice President and Chief Operating Officer 500.0K 558.0K 95.3K 527.2K 29.6K 1.71M 38.20%
52 2016 William A. Kelly President, PFS Investments 450.0K 408.5K 426.9K 25.7K 1.31M 31.16%
53 2015 John A. Addison, Jr. Former Co-Chief Executive Officer 190.3K 1.25M 1.73M 671.3K 3.84M 32.51%
54 2015 D. Richard Williams Former Co-Chief Executive Officer 190.3K 1.25M 1.73M 577.4K 3.77M 33.17%
55 2015 Glenn J. Williams Chief Executive Officer 700.0K 517.5K 214.1K 1.83M 40.5K 3.30M 22.14%
56 2015 Peter W. Schneider President 525.0K 517.5K 107.1K 853.3K 34.4K 2.04M 30.60%
57 2015 Alison S. Rand Executive Vice President and Chief Financial Officer 487.5K 421.6K 95.2K 487.6K 30.3K 1.52M 33.95%
58 2015 Gregory C. Pitts Executive Vice President and Chief Operating Officer 487.5K 421.6K 95.2K 487.6K 28.2K 1.52M 34.00%
59 2015 William A. Kelly President, PFS Investments 428.7K 25.0K 285.0K 408.5K 23.3K 1.17M 24.35%
60 2014 D. Richard Williams Former Co-Chief Executive Officer 750.0K 827.7K 377.9K 1.62M 54.8K 3.65M 33.00%
61 2014 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer 750.0K 827.7K 377.9K 1.62M 54.8K 3.65M 33.00%
62 2014 John A. Addison, Jr. Former Co-Chief Executive Officer 750.0K 827.7K 377.9K 1.62M 59.6K 3.65M 33.02%
63 2014 John A. Addison, Jr. Chairman of Primerica Distribution and Co-Chief Executive Officer 750.0K 827.7K 377.9K 1.62M 59.6K 3.65M 33.02%
64 2014 Glenn J. Williams President 550.0K 492.5K 299.8K 648.6K 51.3K 2.05M 38.74%
65 2014 Glenn J. Williams Chief Executive Officer 550.0K 492.5K 299.8K 648.6K 51.3K 2.05M 38.74%
66 2014 Peter W. Schneider Executive Vice President, General Counsel and Chief Administrative Officer 450.0K 483.6K 147.2K 648.6K 27.9K 1.76M 35.81%
67 2014 Peter W. Schneider President 450.0K 483.6K 147.2K 648.6K 27.9K 1.76M 35.81%
68 2014 Gregory C. Pitts Executive Vice President and Chief Operating Officer 450.0K 379.3K 126.0K 324.3K 28.0K 1.31M 38.64%
69 2014 Alison S. Rand Executive Vice President and Chief Financial Officer 450.0K 379.3K 126.0K 324.3K 27.4K 1.31M 38.66%
70 2014 William A. Kelly President, PFS Investments 362.2K 248.8K 285.1K 4.6K 900.6K 27.63%
71 2013 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer 750.0K 860.8K 334.0K 1.49M 63.5K 3.51M 34.00%
72 2013 John A. Addison, Jr. Chairman of Primerica Distribution and Co-Chief Executive Officer 750.0K 860.8K 334.0K 1.49M 63.6K 3.50M 34.15%
73 2013 Glenn J. Williams President 450.0K 319.9K 124.1K 656.8K 31.7K 1.59M 28.01%
74 2013 Peter W. Schneider Executive Vice President, General Counsel, Corporate Secretary and Chief Administrative Officer 450.0K 319.9K 124.1K 644.8K 30.4K 1.57M 28.24%
75 2013 Peter W. Schneider Executive Vice President, General Counsel and Chief Administrative Officer 450.0K 319.9K 124.1K 644.8K 30.4K 1.57M 28.24%
76 2013 Alison S. Rand Executive Vice President and Chief Financial Officer 450.0K 284.3K 110.3K 310.4K 27.3K 1.18M 33.38%
77 2013 Gregory C. Pitts Executive Vice President and Chief Operating Officer 450.0K 274.0K 106.3K 310.4K 30.5K 1.17M 32.47%
78 2012 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer 750.0K 1.25M 1.55M 80.8K 3.64M 34.18%
79 2012 John A. Addison, Jr. Chairman of Primerica Distribution and Co-Chief Executive Officer 750.0K 1.25M 1.55M 87.4K 3.64M 34.18%
80 2012 Peter W. Schneider Executive Vice President, General Counsel and Chief Administrative Officer 450.0K 448.6K 639.8K 32.5K 1.57M 28.49%
81 2012 Peter W. Schneider Executive Vice President, General Counsel, Corporate Secretary and Chief Administrative Officer 450.0K 448.6K 639.8K 32.5K 1.57M 28.49%
82 2012 Glenn J. Williams President 450.0K 448.6K 639.8K 33.2K 1.57M 28.49%
83 2012 Alison S. Rand Executive Vice President and Chief Financial Officer 450.0K 398.8K 319.9K 27.7K 1.21M 32.85%
84 2012 Gregory C. Pitts Executive Vice President and Chief Operating Officer 450.0K 398.8K 308.2K 30.8K 1.19M 33.57%
85 2011 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer John A. Addison, Jr. Chairman of Primerica Distribution and Co- Gregory C. Pitts Executive Vice President and Chief Operating Officer Alison S. Rand Chief Financial Officer Peter W. Schneider Executive Vice President, General Counsel, Corporate Glenn J. Williams 750.0K 450.0K 1.49M 56.0K 2.79M 16.15%
86 2011 John A. Addison, Jr. Chairman of Primerica Distribution and Co-Chief Executive Officer 750.0K 450.0K 1.49M 56.0K 2.79M 16.15%
87 2011 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer 750.0K 450.0K 1.49M 58.2K 2.77M 16.24%
88 2011 Peter W. Schneider Executive Vice President, General Counsel, Corporate Secretary and Chief Administrative Officer 450.0K 450.0K 598.2K 27.5K 1.53M 29.42%
89 2011 Glenn J. Williams President 450.0K 450.0K 408.8K 24.8K 1.34M 33.67%
90 2011 Alison S. Rand Executive Vice President and Chief Financial Officer 450.0K 400.0K 299.1K 23.0K 1.18M 34.04%
91 2011 Gregory C. Pitts Executive Vice President and Chief Operating Officer 450.0K 400.0K 249.3K 26.0K 1.13M 35.54%
92 2010 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer 672.1K 10.97M 1.50M 102.1K 13.26M 82.71%
93 2010 John A. Addison, Jr. Chairman of Primerica Distribution and Co-Chief Executive Officer 672.1K 10.95M 1.50M 111.6K 13.26M 82.59%
94 2010 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer John A. Addison, Jr. Chairman of Primerica Distribution and Co- Gregory C. Pitts Executive Vice President and Chief Operating Officer Alison S. Rand Chief Financial Officer Peter W. Schneider Executive Vice President, General Counsel, Corporate Glenn J. Williams 672.1K 10.95M 1.50M 111.6K 13.26M 82.59%
95 2010 Peter W. Schneider Executive Vice President, General Counsel, Corporate Secretary and Chief Administrative Officer 422.1K 2.70M 600.0K 21.7K 3.75M 72.07%
96 2010 Glenn J. Williams President 429.8K 2.21M 410.0K 15.2K 3.07M 72.05%
97 2010 Alison S. Rand Executive Vice President and Chief Financial Officer 419.6K 1.78M 300.0K 11.1K 2.52M 70.75%
98 2010 Gregory C. Pitts Executive Vice President and Chief Operating Officer 422.7K 1.65M 250.0K 23.5K 2.38M 69.07%
99 2009 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer 432.5K 117.5K 69.3K 14.7K 690.5K 10.04%
100 2009 John A. Addison, Jr. Chairman of Primerica Distribution and Co-Chief Executive Officer 425.0K 125.0K 66.1K 14.7K 666.7K 9.92%
101 2009 D. Richard Williams Chairman of the Board and Co-Chief Executive Officer John A. Addison, Jr. Chairman of Primerica Distribution and Co- Gregory C. Pitts Executive Vice President and Chief Operating Officer Alison S. Rand Chief Financial Officer Peter W. Schneider Executive Vice President, General Counsel, Corporate Glenn J. Williams 425.0K 125.0K 66.1K 14.7K 666.7K 9.92%
102 2009 Peter W. Schneider Executive Vice President, General Counsel, Corporate Secretary and Chief Administrative Officer 395.7K 79.3K 115.0K 14.7K 616.2K 18.66%
103 2009 Alison S. Rand Executive Vice President and Chief Financial Officer 281.8K 171.0K 28.9K 80.9K 14.7K 591.9K 18.55%
104 2009 Glenn J. Williams President 315.9K 159.1K 60.4K 14.7K 560.8K 10.77%
105 2009 Gregory C. Pitts Executive Vice President and Chief Operating Officer 297.3K 146.9K 63.6K 14.7K 551.6K 11.53%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-04-01 DEFA14A
2025-04-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-03-27 SC 13G/A
2026-03-16 4
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
Glenn Jackson Williams Chief Executive Officer & Director 3M male
Peter Wayne Schneider President 2M male
Tracy Tan Executive Vice President & Chief Financial Officer 1M female
John A. Adams Executive Vice President and Chief Executive Officer of Primerica Life Insurance Company of Canada 201.4K male
Brett Allan Rogers Executive Vice President & General Counsel male
Nicole Russell Senior Vice President of Investor Relations female
Paul Etienne Regard Executive VP and CEO & President of PFS Investments Inc. male
Robert Hudson Peterman Jr. Executive Vice President & Chief Operating Officer male
Rosie Orlando Executive VP & President of Primerica Life Insurance Company of Canada female
Nicholas Adam Jendusa Chief Accounting Officer, Executive Vice President & Controller male
Julie Anne Seman Executive Vice President and Chief Marketing & Innovation Officer female
Lisa Abraham Brown Executive Vice President & Chief People Officer female
ESG Rating
B
INSURANCE - LIFE
2021
E (Environmental)
50.8 / 66.1
Company / Sector avg.
S (Social)
63.9 / 78.2
Company / Sector avg.
G (Governance)
61.3 / 68.8
Company / Sector avg.
ESG Total
58.6 / 71.0
Company / Sector avg.
ESG Score History INSURANCE - LIFE
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-09-22 2025-10-13 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2025-02-24 2025-03-09 Jefferson Shreve IN06 Sale (Partial) $15,001 - $50,000
2024-08-26 2024-09-18 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2024-01-17 2024-02-22 Michael McCaul TX10 Sale $1,001 - $15,000
2023-11-01 2023-12-14 Michael McCaul TX10 Purchase $15,001 - $50,000
2023-09-29 2023-11-17 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2022-12-14 2023-01-20 Michael McCaul TX10 Sale $1,001 - $15,000
2022-08-25 2022-09-19 Michael McCaul TX10 Purchase $15,001 - $50,000
2022-05-05 2022-06-10 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-04-20 2022-05-25 Michael McCaul TX10 Spouse Purchase $1,001 - $15,000
2022-02-15 2022-03-17 Michael McCaul TX10 Spouse Purchase $1,001 - $15,000
2022-01-28 2022-02-23 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2021-12-14 2022-01-27 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits