Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.
Each company listed discloses PRI in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named PRI in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.
| Named executive officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension / NQDC | All other | Total |
|---|---|---|---|---|---|---|---|---|
| Glenn Williams | $750,000 | $0 | $2,749,907 | $0 | $1,917,000 | $0 | $221,751 | $5,638,658 |
| Chief Executive Officer | ||||||||
| Peter Schneider | 600,000 | 0 | 1,899,760 | 0 | 1,405,800 | 0 | 122,786 | 4,028,346 |
| President | ||||||||
| Tracy Tan | 575,000 | 0 | 1,199,639 | 0 | 766,800 | 0 | 40,266 | 2,581,705 |
| Executive Vice President and Chief Financial Officer | ||||||||
A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.
| Named executive officer | FY2025 total | FY2024 total | FY2023 total | Δ FY2024→2025 |
|---|---|---|---|---|
| Glenn Williams | $5,638,658 | $7,190,309 | $4,179,560 | −1,551,651 |
| Peter Schneider | 4,028,346 | 3,874,150 | 3,430,004 | +154,196 |
| Tracy Tan | 2,581,705 | 2,268,128 | 883,700 | +313,577 |
Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.
Every insider equity transaction reported on Form 4 after the 2025 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Peter Schneider | President | 2026-05-18 | D | 1,800 | $280 | $503,351 | Common | Form 4 ↗ |
| Joel M. Babbit | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Cynthia N. Day | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Barbara A. Yastine | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Darryl L. Wilson | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Donald R. Williams | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Amber L. Cottle | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| John A. Addison, Jr | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Sanjeev Dheer | Director | 2026-05-21 | A | 640 | 281 | 179,878 | Common | Form 4 ↗ |
| Donald R. Williams | Director | 2026-06-12 | A | 42.29 | 279 | 11,797 | Common | Form 4 ↗ |
| Barbara A. Yastine | Director | 2026-06-12 | A | 58.31 | 279 | 16,265 | Common | Form 4 ↗ |
| Cynthia N. Day | Director | 2026-06-12 | A | 87.22 | 279 | 24,330 | Common | Form 4 ↗ |
| Amber L. Cottle | Director | 2026-06-12 | A | 12.47 | 279 | 3,479 | Common | Form 4 ↗ |
| Joel M. Babbit | Director | 2026-06-12 | A | 35.61 | 279 | 9,934 | Common | Form 4 ↗ |
| Glenn J. Williams | Director | 2026-06-12 | D | 1,500 | 280 | 420,735 | Common | Form 4 ↗ |
Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.
| Executive | Award | Grant date | Threshold | Target | Granted | Maximum | Grant-date fair value |
|---|---|---|---|---|---|---|---|
| Glenn J. Williams | RSU | — | — | — | 4,839 | — | $1,374,953 |
| Tracy Tan | RSU | — | — | — | 2,111 | — | 599,820 |
| Glenn J. Williams | PSU | — | 2,419 | 4,839 | — | 7,258 | 1,374,953 |
| Tracy Tan | PSU | — | 1,055 | 2,111 | — | 3,166 | 599,820 |
| Peter Schneider | RSU | — | — | — | 3,343 | — | 949,880 |
| Peter Schneider | PSU | — | 1,671 | 3,343 | — | 5,014 | 949,880 |
| Named executive officer | Time-vested (RSU) | Performance-vested (PSU) | Options / SARs | % performance-vested |
|---|---|---|---|---|
| Glenn J. Williams | $1,374,953 | $1,374,953 | $0 | 50.0% |
| Tracy Tan | 599,820 | 599,820 | 0 | 50.0% |
| Peter Schneider | 949,880 | 949,880 | 0 | 50.0% |
% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.
| Executive | Award | Shares unvested | Exercise price | Market value unvested |
|---|---|---|---|---|
| Williams | PSU | 1,980 | — | $511,553 |
| Peter Schneider | PSU | 3,343 | — | 863,697 |
| Williams | PSU | 4,491 | — | 1,160,295 |
| Williams | PSU | 8,839 | — | 2,283,644 |
| Peter Schneider | PSU | 2,382 | — | 615,414 |
| Williams | PSU | 18,147 | — | 4,688,459 |
| Tracy Tan | PSU | 4,152 | — | 1,072,711 |
| Williams | PSU | 2,994 | — | 773,530 |
| Peter Schneider | PSU | 1,575 | — | 406,917 |
| Williams | PSU | 8,817 | — | 2,277,960 |
| Tracy Tan | PSU | 3,878 | — | 1,001,920 |
| Williams | PSU | 18,652 | — | 4,818,931 |
| Peter Schneider | PSU | 13,929 | — | 3,598,696 |
| Peter Schneider | PSU | 7,300 | — | 1,886,028 |
| Williams | PSU | 4,839 | — | 1,250,204 |
| Peter Schneider | PSU | 7,013 | — | 1,811,879 |
| Peter Schneider | PSU | 3,573 | — | 923,120 |
| Tracy Tan | PSU | 1,361 | — | 351,628 |
| Tracy Tan | PSU | 406 | — | 104,894 |
| Tracy Tan | PSU | 2,111 | — | 545,398 |
| Tracy Tan | PSU | 2,041 | — | 527,313 |
Our executive compensation program was designed to achieve the following four primary objectives: Motivate and reward executives when they deliver desired business results and stockholder value; Align executive and stockholder interests over the long term; Avoid pay programs that may encourage excessive or unreasonable risk-taking, misalign the timing of rewards and performance, or otherwise fail to promote the creation of long-term stockholder value; Attract and retain the very best executive talent
| CEO STI target (% of salary) | 200% |
|---|---|
| CEO LTI target (% of salary) | — |
| Independent consultant | Pearl Meyer & Partners |
| Clawback policy | true |
| Anti-hedging | true |
| Anti-pledging | True |
| Meeting year | Meeting date | For | Against | Abstain | Support | Outcome |
|---|---|---|---|---|---|---|
| 2026 | 2026-05-21 | 26,914,943 | 403,201 | 33,360 | 98.4% | Passed |
| 2025 | 2025-05-14 | 27,545,583 | 976,809 | 36,782 | 96.45% | Passed |
| 2024 | 2024-05-08 | 30,290,504 | 351,558 | 23,969 | 98.78% | Passed |
| 2023 | 2023-05-17 | 32,000,498 | 306,830 | 33,640 | 99.05% | Passed |
| 2022 | 2022-05-11 | 33,702,489 | 199,584 | 56,227 | 99.25% | Passed |
| 2021 | 2021-05-12 | 33,976,743 | 184,547 | 63,335 | 99.28% | Passed |
Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.
| Meeting year | Meeting date | Approval — company's computation |
|---|---|---|
| 2026 | 2026-05-21 | 98.4%a |
| 2025 | 2025-05-14 | 96.45%b |
| 2024 | 2024-05-08 | 98.78%c |
a. Approved under the standard stated in the filing — “and (ii) abstentions will have the same effect as a vote against Proposal 2 (Say-on-Pay) and Proposal 3 (ratification of the appointment of KPMG as our independent registered public accounting firm for fiscal 2026).”.
b. Approved under the standard stated in the filing — “and (ii) abstentions will have the same effect as a vote against Proposal 2 (Say-on-Pay) and Proposal 3 (ratification of the appointment of KPMG as our independent registered public accounting firm for fiscal 2025).”.
c. Approved under the standard stated in the filing — “and (ii) abstentions will have the same effect as a vote against Proposal 2 (Say-on-Pay) and Proposal 3 (ratification of the appointment of KPMG as our independent registered public accounting firm for fiscal 2024).”.
Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.
| Ratio (CEO : median employee) | 95 : 1 |
|---|---|
| CEO total compensation | $5,638,658 |
| Median employee compensation | $59,290 |
| Director | Cash fees | Stock awards | Option awards | Non-equity incentive | All other | Total |
|---|---|---|---|---|---|---|
| D. Richard WilliamsNot independent · Board Chair · Executive (Chair) | $200,000 | $149,758 | $0 | $0 | $1,469 | $351,227 |
| John A. Addison, JrNot independent | 100,000 | 149,758 | 0 | 0 | 101,469 | 351,227 |
| Gary L. CrittendenIndependent · Lead Independent Director · Audit (Chair) · Not standing for re-election | 165,000 | 149,758 | 0 | 0 | 1,469 | 316,227 |
| Cynthia N. DayIndependent · Audit · Corporate Governance (Chair) | 135,000 | 149,758 | 0 | 0 | 1,469 | 286,227 |
| Barbara A. YastineIndependent · Audit · Compensation (Chair) | 135,000 | 149,758 | 0 | 0 | 1,469 | 286,227 |
| Sanjeev DheerIndependent · Audit | 125,000 | 149,758 | 0 | 0 | 1,469 | 276,227 |
| Amber L. CottleIndependent · Corporate Governance | 110,000 | 149,758 | 0 | 0 | 1,469 | 261,227 |
| Darryl L. WilsonIndependent · Compensation | 110,000 | 149,758 | 0 | 0 | 1,469 | 261,227 |
| Beatriz R. PerezIndependent · Compensation · Not standing for re-election | 110,000 | 149,758 | 0 | 0 | 1,469 | 261,227 |
| Joel M. BabbitIndependent · Compensation | 110,000 | 149,758 | 0 | 0 | 1,469 | 261,227 |
| Glenn J. WilliamsEmployee director · Executive (Chair) | 0 | 0 | 0 | — | 0 | 0 |
| Annual cash retainer | $100,000 |
|---|---|
| Annual equity retainer | $150,000 |
| Per board meeting fee | — |
| Committee chair fees (audit / comp / nom-gov) | 35,000 |
| Stock ownership guideline | 5x annual cash retainer ($500,000) |
| Component | FY2025 |
|---|---|
| Cash retainers and fees | $1,300,000 |
| Equity awards (grant-date value) | $1,497,580 |
| All other compensation | $114,690 |
| Total cost of the board | $2,912,270 |
Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.
The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.
Of the companies Primerica, Inc. names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.
Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including Primerica, Inc..
Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.
| Rank | Company | FY | Chief executive | Salary | Stock awards | Option awards | Non-equity incentive | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial, Inc. | 2025 | James Cracchiolo | $1,250,000 | $9,500,000 | $0 | $7,750,000 | $30,828,468 |
| 2 | Arthur J. Gallagher & Co. | 2025 | Pat Gallagher | 1,500,000 | 6,579,513 | 2,233,382 | 7,950,000 | 20,745,060 |
| 3 | Stifel Financial Corp | 2025 | Ronald Kruszewski | 200,000 | 8,880,000 | 0 | 0 | 18,908,297 |
| 4 | Raymond James Financial, Inc. | 2025 | Paul Shoukry | 750,000 | 8,549,748 | 0 | — | 17,277,875 |
| 5 | Invesco Ltd. | 2025 | Andrew Schlossberg | 750,000 | 10,084,903 | 0 | 5,321,250 | 16,299,849 |
| 6 | LPL Financial Holdings Inc. | 2025 | Richard Steinmeier | 900,000 | 10,045,542 | 0 | 3,591,000 | 14,574,496 |
| 7 | Principal Financial Group, Inc. | 2025 | Deanna Strable-Soethout | 990,769 | 8,870,708 | 0 | 3,091,200 | 13,827,887 |
| 8 | CNO Financial Group, Inc. | 2025 | Gary Bhojwani | 1,065,000 | 7,718,440 | 0 | 2,411,079 | 11,243,261 |
| 9 | Globe Life Inc. | 2025 | Frank Svoboda | 900,000 | 3,996,587 | 2,014,802 | 1,724,310 | 9,453,935 |
| 10 | Brown & Brown | 2025 | J. Powell Brown | 1,250,000 | 2,958,773 | 0 | 3,048,000 | 8,641,088 |
| 11 | Horace Mann Educators Corporation | 2025 | Marita Zuraitis | 1,040,000 | 3,328,000 | 832,000 | 3,139,500 | 8,453,113 |
| 12 | Primerica, Inc. | 2025 | Glenn Williams | 750,000 | 2,749,907 | 0 | 1,917,000 | 5,638,658 |
| 13 | Ryan Specialty Holdings, Inc. | 2025 | Benjamin Wuller | 830,769 | 0 | 0 | 810,900 | 1,653,419 |
Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.
| Company | Annual incentive payout | Long-term vehicle mix | PSU measures include TSR | Compensation consultant |
|---|---|---|---|---|
| Primerica, Inc. | 127.8% | RSU 50 · PSU 50 | No | Pearl Meyer & Partners |
| Ameriprise Financial, Inc. | not disclosed | not disclosed | not disclosed | Semler Brossy |
| Arthur J. Gallagher & Co. | 200% | PSU 75 · Options 25 | No | Pearl Meyer |
| Brown & Brown | 81% | PSU 75 · RSU 25 | No | FW Cook |
| CNO Financial Group, Inc. | 125% | PSU 55 · RSU 45 | No | WTW |
| Globe Life Inc. | 112.7% | PSU 60 · Options 30 · RSU 10 | No | Pay Governance |
| Horace Mann Educators Corporation | not disclosed | PSU 60 · Options 20 · RSU 20 | Yes — TSR | Compensation Advisory Partners LLC (CAP) |
| Invesco Ltd. | 129% | PSU 60 · RSU 40 | Yes — Relative TSR | Johnson Associates |
| LPL Financial Holdings Inc. | 133% | PSU 70 · RSU 30 | Yes — TSR relative to Comparator Group | Compensation Consultant |
| Principal Financial Group, Inc. | 104% | PSU 70 · RSU 30 | No | Compensation Advisory Partners |
| Raymond James Financial, Inc. | not disclosed | PSU 60 | No | Meridian Compensation Partners |
| Ryan Specialty Holdings, Inc. | 31.2% | not disclosed | No | Frederic W. Cook & Co. |
| Stifel Financial Corp | not disclosed | not disclosed | No | Compensation Advisory Partners LLC |
Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.
Answers are drawn only from the figures disclosed in this brief and cited to their location in the source filing. Where a figure required for an answer is not disclosed, that is stated rather than estimated.
Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.
| # | Supports | Document | Filed | Accession | Location in document |
|---|---|---|---|---|---|
| 1 | Section 01, Glenn Williams | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Compensation Tables” · page 68. As printed: 5,638,658. Filing ↗machine: t128 · r2 · c5 · span 1455776–1455785 |
| 2 | Section 01, Peter Schneider | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Summary Compensation Table”. As printed: 4,028,346. Filing ↗machine: t177 · r6 · c33 · span 2004174–2004183 |
| 3 | Section 01, Tracy Tan | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Summary Compensation Table”. As printed: 2,581,705. Filing ↗machine: t177 · r9 · c33 · span 2046364–2046373 |
| 4 | Section 03, Glenn J. Williams RSU | DEF 14A | — | 0001193125-26-139047 | Section “EXECUTIVE COMPENSATION &” · grants of plan-based awards table. Filing ↗machine: t188 · r16 · c4 · span 2447714–2447719 |
| 5 | Section 03, Tracy Tan RSU | DEF 14A | — | 0001193125-26-139047 | Section “EXECUTIVE COMPENSATION &” · grants of plan-based awards table. Filing ↗machine: t188 · r26 · c4 · span 2529583–2529588 |
| 6 | Section 03, Glenn J. Williams PSU | DEF 14A | — | 0001193125-26-139047 | Section “EXECUTIVE COMPENSATION &” · grants of plan-based awards table. Filing ↗machine: t188 · r16 · c4 · span 2447714–2447719 |
| 7 | Section 03, Tracy Tan PSU | DEF 14A | — | 0001193125-26-139047 | Section “EXECUTIVE COMPENSATION &” · grants of plan-based awards table. Filing ↗machine: t188 · r26 · c4 · span 2529583–2529588 |
| 8 | Section 03, Peter Schneider RSU | DEF 14A | — | 0001193125-26-139047 | Section “EXECUTIVE COMPENSATION &” · grants of plan-based awards table. Filing ↗machine: t188 · r21 · c4 · span 2488889–2488894 |
| 9 | Section 03, Peter Schneider PSU | DEF 14A | — | 0001193125-26-139047 | Section “EXECUTIVE COMPENSATION &” · grants of plan-based awards table. Filing ↗machine: t188 · r21 · c4 · span 2488889–2488894 |
| 10 | Section 07, pay ratio | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “CEO Pay Ratio”. As printed: 95 : 1. Filing ↗machine: span 3143135–3143137 |
| 11 | Section 08, D. Richard Williams | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 351,227. Filing ↗machine: t111 · r10 · c20 · span 1292983–1292990 |
| 12 | Section 08, John A. Addison, Jr | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 351,227. Filing ↗machine: t111 · r3 · c20 · span 1227365–1227372 |
| 13 | Section 08, Gary L. Crittenden | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 316,227. Filing ↗machine: t111 · r6 · c20 · span 1255519–1255526 |
| 14 | Section 08, Cynthia N. Day | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 286,227. Filing ↗machine: t111 · r7 · c20 · span 1264902–1264909 |
| 15 | Section 08, Barbara A. Yastine | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 286,227. Filing ↗machine: t111 · r12 · c20 · span 1311613–1311620 |
| 16 | Section 08, Sanjeev Dheer | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 276,227. Filing ↗machine: t111 · r8 · c20 · span 1274213–1274220 |
| 17 | Section 08, Amber L. Cottle | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 261,227. Filing ↗machine: t111 · r5 · c20 · span 1246132–1246139 |
| 18 | Section 08, Darryl L. Wilson | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 261,227. Filing ↗machine: t111 · r11 · c20 · span 1302297–1302304 |
| 19 | Section 08, Beatriz R. Perez | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 261,227. Filing ↗machine: t111 · r9 · c20 · span 1283598–1283605 |
| 20 | Section 08, Joel M. Babbit | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 261,227. Filing ↗machine: t111 · r4 · c20 · span 1236748–1236755 |
| 21 | Section 08, Glenn J. Williams | DEF 14A | 2026-04-02 | 0001193125-26-139047 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 22 | Section 02, Peter Schneider 2026-05-18 | Form 4 | 2026-05-19 | 0001475922-26-000039 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 23 | Section 02, Joel M. Babbit 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000043 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 24 | Section 02, Cynthia N. Day 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000055 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 25 | Section 02, Barbara A. Yastine 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000053 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 26 | Section 02, Darryl L. Wilson 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000051 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 27 | Section 02, Donald R. Williams 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000049 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 28 | Section 02, Amber L. Cottle 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000045 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 29 | Section 02, John A. Addison, Jr 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000041 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 30 | Section 02, Sanjeev Dheer 2026-05-21 | Form 4 | 2026-05-21 | 0001475922-26-000047 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 31 | Section 02, Donald R. Williams 2026-06-12 | Form 4 | 2026-06-15 | 0001475922-26-000065 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 32 | Section 02, Barbara A. Yastine 2026-06-12 | Form 4 | 2026-06-15 | 0001475922-26-000067 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 33 | Section 02, Cynthia N. Day 2026-06-12 | Form 4 | 2026-06-15 | 0001475922-26-000063 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 34 | Section 02, Amber L. Cottle 2026-06-12 | Form 4 | 2026-06-15 | 0001475922-26-000061 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 35 | Section 02, Joel M. Babbit 2026-06-12 | Form 4 | 2026-06-15 | 0001475922-26-000059 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 36 | Section 02, Glenn J. Williams 2026-06-12 | Form 4 | 2026-06-15 | 0001475922-26-000057 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 37 | Section 06, 2026 vote | Form 8-K | 2026-05-27 | 0001193125-26-241894 | Item 5.07 · say-on-pay result. As reported: 98.4% (votes for as printed: 26,914,943). Filing ↗ |
| 38 | Section 06, 2025 vote | Form 8-K | 2025-05-15 | 0000950170-25-072384 | Item 5.07 · say-on-pay result. As reported: 96.45% (votes for as printed: 27,545,583). Filing ↗ |
| 39 | Section 06, 2024 vote | Form 8-K | 2024-05-09 | 0000950170-24-056505 | Item 5.07 · say-on-pay result. As reported: 98.78% (votes for as printed: 30,290,504). Filing ↗ |
| 40 | Section 01 trend, Δ column (computed) | Computed | — | computed | Δ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1) |
| 41 | Section 03b vehicle mix (computed) | Computed | — | computed | RSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio |
| 42 | Section 09b board cost (computed) | Computed | — | computed | Cash 1,300,000 + equity 1,497,580 + all other 114,690 = 2,912,270, summed across the director compensation table rows.machine: formula: Σ = 2,912,270 |
| 43 | Ameriprise Financial, Inc., Section 10b CEO total | DEF 14A | 2026-03-20 | 0001104659-26-032725 | CEO total compensation as printed in Ameriprise Financial, Inc.'s own proxy. As printed: 30,828,468. Filing ↗machine: t208 · r10 · c16 · span 1368799–1368809 |
| 44 | Arthur J. Gallagher & Co., Section 10b CEO total | DEF 14A | 2026-03-23 | 0000354190-26-000101 | CEO total compensation as printed in Arthur J. Gallagher & Co.'s own proxy. As printed: 20,745,060. Filing ↗machine: r12 · c9 · span 1614689–1614699 |
| 45 | Stifel Financial Corp, Section 10b CEO total | DEF 14A | 2026-04-29 | 0001193125-26-191643 | CEO total compensation as printed in Stifel Financial Corp's own proxy. As printed: 18,908,297. Filing ↗machine: t238 · r3 · c23 · span 1013386–1013396 |
| 46 | Raymond James Financial, Inc., Section 10b CEO total | DEF 14A | 2026-01-07 | 0000720005-26-000019 | CEO total compensation as printed in Raymond James Financial, Inc.'s own proxy. As printed: 17,277,875. Filing ↗machine: t155 · r2 · c15 · span 1103853–1103864 |
| 47 | Invesco Ltd., Section 10b CEO total | DEF 14A | 2026-04-02 | 0001193125-26-140019 | CEO total compensation as printed in Invesco Ltd.'s own proxy. As printed: 16,299,849. Filing ↗machine: t223 · r2 · c27 · span 1030655–1030665 |
| 48 | LPL Financial Holdings Inc., Section 10b CEO total | DEF 14A | 2026-04-02 | 0001193125-26-140066 | CEO total compensation as printed in LPL Financial Holdings Inc.'s own proxy. As printed: 14,574,496. Filing ↗machine: t313 · r3 · c29 · span 1887460–1887470 |
| 49 | Principal Financial Group, Inc., Section 10b CEO total | DEF 14A | 2026-04-06 | 0001104659-26-039920 | CEO total compensation as printed in Principal Financial Group, Inc.'s own proxy. As printed: 13,827,887. Filing ↗machine: r4 · c28 · span 1116182–1116193 |
| 50 | CNO Financial Group, Inc., Section 10b CEO total | DEF 14A | 2026-03-26 | 0001224608-26-000029 | CEO total compensation as printed in CNO Financial Group, Inc.'s own proxy. As printed: 11,243,261. Filing ↗machine: t130 · r3 · c10 · span 1023490–1023501 |
| 51 | Globe Life Inc., Section 10b CEO total | DEF 14A | 2026-03-19 | 0000320335-26-000135 | CEO total compensation as printed in Globe Life Inc.'s own proxy. As printed: 9,453,935. Filing ↗machine: r2 · c36 · span 1156928–1156937 |
| 52 | Brown & Brown, Section 10b CEO total | DEF 14A | 2026-03-24 | 0001193125-26-122172 | CEO total compensation as printed in Brown & Brown's own proxy. As printed: 8,641,088. Filing ↗machine: t175 · r3 · c34 · span 1145470–1145479 |
| 53 | Horace Mann Educators Corporation, Section 10b CEO total | DEF 14A | 2026-04-06 | 0000850141-26-000014 | CEO total compensation as printed in Horace Mann Educators Corporation's own proxy. As printed: 8,453,113. Filing ↗machine: r2 · c24 · span 614401–614410 |
| 54 | Primerica, Inc. (subject), Section 10b CEO total | DEF 14A | 2026-04-02 | 0001193125-26-139047 | CEO total compensation as printed in Primerica, Inc.'s own proxy. As printed: 5,638,658. Filing ↗machine: t128 · r2 · c5 · span 1455776–1455785 |
| 55 | Ryan Specialty Holdings, Inc., Section 10b CEO total | DEF 14A | 2026-03-17 | 0001849253-26-000013 | CEO total compensation as printed in Ryan Specialty Holdings, Inc.'s own proxy. As printed: 1,653,419. Filing ↗machine: r15 · c8 · span 1260449–1260458 |
| 56 | Section 10a, Globe Life Inc. reciprocity | DEF 14A | — | 0000320335-26-000135 | Globe Life Inc. names Primerica, Inc. in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 57 | Section 10a, CNO Financial Group, Inc. reciprocity | DEF 14A | — | 0001224608-26-000029 | CNO Financial Group, Inc. names Primerica, Inc. in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 58 | Section 10a, Stifel Financial Corp reciprocity | DEF 14A | — | 0001193125-26-191643 | Stifel Financial Corp's most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 59 | Section 10a, Ameriprise Financial, Inc. reciprocity | DEF 14A | — | 0001104659-26-032725 | Ameriprise Financial, Inc.'s most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 60 | Section 10a, Invesco Ltd. reciprocity | DEF 14A | — | 0001193125-26-140019 | Invesco Ltd.'s most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 61 | Section 10a, Ryan Specialty Holdings, Inc. reciprocity | DEF 14A | — | 0001849253-26-000013 | Ryan Specialty Holdings, Inc. names Primerica, Inc. in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 62 | Section 10a, LPL Financial Holdings Inc. reciprocity | DEF 14A | — | 0001193125-26-140066 | LPL Financial Holdings Inc.'s most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 63 | Section 10a, Brown & Brown reciprocity | DEF 14A | — | 0001193125-26-122172 | Brown & Brown's most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 64 | Section 10a, Arthur J. Gallagher & Co. reciprocity | DEF 14A | — | 0000354190-26-000101 | Arthur J. Gallagher & Co.'s most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 65 | Section 10a, Horace Mann Educators Corporation reciprocity | DEF 14A | — | 0000850141-26-000014 | Horace Mann Educators Corporation names Primerica, Inc. in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 66 | Section 10a, Raymond James Financial, Inc. reciprocity | DEF 14A | — | 0000720005-26-000019 | Raymond James Financial, Inc.'s most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |
| 67 | Section 10a, Principal Financial Group, Inc. reciprocity | DEF 14A | — | 0001104659-26-039920 | Principal Financial Group, Inc.'s most recent proxy was read; its disclosed peer group does not include Primerica, Inc.. Filing ↗ |