PRIMERICA INC (PRI)

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2026 Annual Meeting Analysis

PRIMERICA INC · Meeting: May 21, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

7

Directors AGAINST

2

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

7 FOR/2 AGAINST

Against Analysis

✗ AGAINST
Darryl L. Wilsonoverboarding — serves on four public company boards including PRI (Eaton Corporation plc, NextEra Energy Inc., Solventum Corporation, and Primerica)

Wilson serves on three other public company boards in addition to Primerica, for a total of four public company board seats; our policy treats four or more public board seats as overboarding, triggering an against vote because directors with this many commitments may not be able to devote adequate attention to each board.

✗ AGAINST
Barbara A. Yastineoverboarding — serves on four public company boards including PRI (AXIS Capital Holdings Limited, Zions Bancorporation, Alkami Technology Inc., and Primerica)

Yastine serves on three other public company boards in addition to Primerica, for a total of four public company board seats; our policy treats four or more public board seats as overboarding, which triggers an against vote regardless of her strong qualifications.

For Analysis

✓ FOR
John A. Addison, Jr.

Addison has served since October 2009 and brings deep company-specific expertise as former Co-CEO; PRI's 3-year TSR of +57.9% outperforms the peer group median by +11.4 percentage points, well below the 65-point threshold required to trigger an against vote, and no overboarding or attendance concerns exist.

✓ FOR
Joel M. Babbit

Babbit has served since August 2011, attended 88%+ of meetings, holds no other public board seats, and the TSR trigger does not apply given PRI outperforms its peer group over three years.

✓ FOR
Amber L. Cottle

Cottle joined in May 2022, just over 24 months ago, bringing government affairs and regulatory expertise; the TSR trigger does not apply given strong relative performance, and she holds no other public board seats.

✓ FOR
Cynthia N. Day

Day has served since January 2014, brings financial expertise as a CPA and sitting bank CEO relevant to the audit and governance committees, attended 88%+ of meetings, and PRI's peer-relative TSR does not trigger a negative vote.

✓ FOR
Sanjeev Dheer

Dheer has served since October 2019, brings technology and cybersecurity expertise, holds no other public board seats, attended 88%+ of meetings, and PRI's TSR outperforms the peer group median so no TSR trigger applies.

✓ FOR
D. Richard Williams

D. Richard Williams has served as non-executive Chairman since October 2009 and brings deep financial and operational expertise; PRI's 3-year TSR of +57.9% outperforms the peer median by +11.4 percentage points, far below the 65-point threshold, so no TSR trigger fires.

✓ FOR
Glenn J. Williams

Glenn Williams has served as CEO and director since April 2015; as an executive director he is subject to the same TSR trigger but PRI outperforms its peer group over three years by +11.4 percentage points, well below the 65-point threshold required, so no against vote is warranted on TSR grounds.

Seven of nine director nominees receive a FOR vote. Two nominees — Darryl L. Wilson and Barbara A. Yastine — each sit on three other public company boards in addition to Primerica, reaching the four-board limit under our overboarding policy. PRI's 3-year TSR of +57.9% outperforms the disclosed peer group median by +11.4 percentage points, well below the 65-point underperformance threshold required to trigger against votes on TSR grounds, so no directors are flagged for stock performance concerns.

Say on Pay

✓ FOR

CEO

Glenn J. Williams

Total Comp

$5,638,658

Prior Support

96.6%%

The CEO's total compensation of $5,638,658 is reasonable for a Financial Services company with an $8 billion market cap, with base salary of $750,000 representing only 13% of total pay — well within the 40% fixed-pay ceiling. Variable and performance-based pay (equity awards at 49% plus the annual cash bonus at 34%) make up approximately 83% of total compensation, comfortably exceeding the 50-60% minimum threshold. The short-term bonus uses four measurable corporate metrics (revenues, net income, return on equity, and sales force size), and the long-term equity awards are split equally between time-vested restricted stock units and performance stock awards tied to three-year average return on equity and earnings-per-share growth targets — reflecting strong pay-for-performance alignment. Prior-year say-on-pay support was 96.6%, indicating overwhelming shareholder approval with no remediation concerns.

Auditor Ratification

✓ FOR

Auditor

KPMG LLP

Tenure

N/A

Audit Fees

$4,190,000

Non-Audit Fees

$216,000

Non-audit fees (audit-related fees of $163,000 plus tax fees of $53,000 = $216,000) represent approximately 5.2% of core audit fees ($4,190,000), well below the 50% threshold that would raise independence concerns. KPMG is a Big 4 firm appropriate for Primerica's $8 billion market cap. Auditor tenure is not explicitly disclosed in the proxy, so the tenure trigger cannot be applied and no negative inference is drawn. No material financial restatements attributable to audit failure were identified.

Overall Assessment

The 2026 Primerica annual meeting presents three standard proposals: director elections, say-on-pay, and auditor ratification. We vote FOR on say-on-pay and auditor ratification without concern, and FOR on seven of the nine director nominees; two nominees (Darryl Wilson and Barbara Yastine) receive AGAINST votes solely due to overboarding — each sits on four public company boards — though both are otherwise highly qualified.

Filing date: April 2, 2026·Policy v1.2·high confidence

Compensation Peer Group

12 companies disclosed in 2026 proxy filing

AMPAmeriprise Financial, Inc.
AJGArthur J. Gallagher & Co.
BROBrown & Brown
CNOCNO Financial Group, Inc.
GLGlobe Life Inc.
HMNHorace Mann Educators Corporation
IVZInvesco Ltd.
LPLALPL Financial Holdings Inc.
PFGPrincipal Financial Group, Inc.
RJFRaymond James Financial, Inc.
RYANRyan Specialty Holdings, Inc.
SFStifel Financial Corp