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Primerica, Inc. — Investor Relations & Filings

Ticker · PRI ISIN · US74164M1080 LEI · 254900621R686KJR7022 US Financial and insurance activities
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Filings indexed 1,627 across all filing types
Latest filing 2021-11-18 Regulatory Filings
Country US United States of America
Listing US PRI

About Primerica, Inc.

https://www.primerica.com/public/

Primerica, Inc. is a financial services company that serves middle-income families. It operates as a large independent marketing organization, distributing its products through a network of licensed representatives. The company's core offerings include term life insurance, mutual funds, annuities, and managed investments. A central part of its strategy involves providing financial education and a complimentary Financial Needs Analysis (FNA) to clients. Primerica is known for its "Buy Term and Invest the Difference" philosophy, which encourages clients to purchase affordable term life insurance and invest the savings from not buying more expensive policies.

Recent filings

Filing Released Lang Actions
FORM 305(B)(2)
Regulatory Filings Classification · 95% confidence The document is a Form 305(b)(2) filed with the SEC, titled 'Statement of Eligibility Under the Trust Indenture Act of 1939 of a Corporation Designated to Act as Trustee.' It includes detailed information about the trustee (Computershare Trust Company), its regulatory authorities, and a consolidated report of condition (financial data) as of June 30, 2021. The document is a regulatory filing related to trustee eligibility and compliance under the Trust Indenture Act, not a financial report like an annual or interim report. It contains official statements and certifications but does not present a company's financial performance or management discussion. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous SEC filings that do not fit other specific categories.
2021-11-18 English
FWP
Capital/Financing Update Classification · 95% confidence The document is a Pricing Term Sheet for a 2.800% Senior Notes due 2031 issued by Primerica, Inc. It includes details such as principal amount, trade date, settlement date, interest payment dates, maturity date, coupon, yield, and redemption terms. The document is filed pursuant to Rule 433, which relates to free writing prospectuses used in securities offerings. This type of document is an update on the company's financing activities, specifically a debt issuance. It is not a full financial report, earnings release, or regulatory filing in the traditional sense, but rather a capital/financing update. The document length is 3173 characters, which is relatively short and focused on the financing terms. Therefore, the appropriate classification is Capital/Financing Update (CAP).
2021-11-16 English
FORM 424(B)(5)
Capital/Financing Update Classification · 100% confidence The document is a Form 424(b)(5) preliminary prospectus supplement related to the offering of senior notes by Primerica, Inc. It contains detailed information about the terms of the debt securities being offered, including interest rates, maturity, redemption features, underwriting details, risk factors, and legal considerations. This type of filing is a capital markets document used to inform investors about a new debt issuance and is not a financial report, earnings release, or management discussion. It is specifically related to financing activities and capital raising. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is substantial and contains detailed offering information, not just an announcement or a brief notice, supporting a high confidence level.
2021-11-16 English
PRIMARY DOCUMENT
Director's Dealing
2021-11-15 English
10-Q
Interim / Quarterly Report Q3 2021
2021-11-09 English
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated November 8, 2021, reporting the results of operations for the quarter ended September 30, 2021. It includes a press release and supplemental financial information as exhibits. The document explicitly states it is a "Current Report" pursuant to the Securities Exchange Act of 1934 and contains a summary of quarterly financial results, including non-GAAP measures and reconciliations. The presence of a press release and supplemental financial information attached as exhibits is typical for an Earnings Release filing. The document is not a full annual or interim report but a current report announcing quarterly results. Therefore, the appropriate classification is Earnings Release (ER).
2021-11-08 English

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