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Compiled from SEC Form N-PX filings and PRIMERICA INC.’s Form 8-K, filed May 9, 2024 (Item 5.07 on EDGAR). Page generated November 1, 2026.
Meeting of May 8, 2024: 13 items on PRIMERICA INC.’s Form 8-K, filed May 9, 2024: 11 elected · 2 approved.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore PRIMERICA INC. in the interactive database Compare manager voting policies
These tallies are PRIMERICA INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 9, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: John A. Addison, Jr. | 30,264,468 | 382,893 | 18,670 | -- | 1,194,140 | 99% | Elected | — |
| Elect Director: Joel M. Babbit | 30,202,837 | 439,973 | 23,221 | -- | 1,194,140 | 99% | Elected | — |
| Elect Director: Amber L. Cottle | 30,478,401 | 175,066 | 12,564 | -- | 1,194,140 | 99.4% | Elected | — |
| Elect Director: Gary L. Crittenden | 30,352,370 | 292,325 | 21,336 | -- | 1,194,140 | 99.0% | Elected | — |
| Elect Director: Cynthia N. Day | 28,083,621 | 2,561,231 | 21,179 | -- | 1,194,140 | 92% | Elected | — |
| Elect Director: Sanjeev Dheer | 30,610,738 | 39,409 | 15,884 | -- | 1,194,140 | 99.8% | Elected | — |
| Elect Director: Beatriz R. Perez | 29,076,095 | 1,569,477 | 20,459 | -- | 1,194,140 | 95% | Elected | — |
| Elect Director: D. Richard Williams | 29,969,250 | 676,973 | 19,808 | -- | 1,194,140 | 98% | Elected | — |
| Elect Director: Glenn J. Williams | 30,309,820 | 330,437 | 25,774 | -- | 1,194,140 | 99% | Elected | — |
| Elect Director: Darryl L. Wilson | 30,646,161 | 5,421 | 14,449 | -- | 1,194,140 | 99.9% | Elected | — |
| Elect Director: Barbara A. Yastine | 29,772,380 | 870,515 | 23,136 | -- | 1,194,140 | 97% | Elected | — |
| 2. An advisory vote on executive compensation (Say-on-Pay) | 30,290,504 | 351,558 | 23,969 | -- | 1,194,140 | 99% | Approved | — |
| 3. Appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 | 31,682,914 | 161,451 | 15,806 | -- | -- | 99.4% | Approved | — |
Source: PRIMERICA INC., Form 8-K, filed with the SEC on May 9, 2024 — read the filing on EDGAR.
Each item below shows how the 407 asset managers that disclosed a PRIMERICA INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: John A. Addison, Jr.
PRIMERICA INC.’s own tally for this item (“Elect Director: John A. Addison, Jr.”): 30,264,468 for, 382,893 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,031,056 for, 70 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,584 | 70 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Amber L. Cottle
PRIMERICA INC.’s own tally for this item (“Elect Director: Amber L. Cottle”): 30,478,401 for, 175,066 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,027,082 for, 4,044 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,559 | 95 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Gary L. Crittenden
PRIMERICA INC.’s own tally for this item (“Elect Director: Gary L. Crittenden”): 30,352,370 for, 292,325 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,029,347 for, 1,779 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,600 | 54 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Sanjeev Dheer
PRIMERICA INC.’s own tally for this item (“Elect Director: Sanjeev Dheer”): 30,610,738 for, 39,409 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,031,072 for, 54 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,600 | 54 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Beatriz R. Perez
PRIMERICA INC.’s own tally for this item (“Elect Director: Beatriz R. Perez”): 29,076,095 for, 1,569,477 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 14,582,644 for, 448,482 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 339,608 | 0 | 0 | Against |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,559 | 95 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 71,946 | 23,059 | 0 | 0 | Mixed |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: D. Richard Williams
PRIMERICA INC.’s own tally for this item (“Elect Director: D. Richard Williams”): 29,969,250 for, 676,973 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,015,037 for, 16,089 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,584 | 70 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Glenn J. Williams
PRIMERICA INC.’s own tally for this item (“Elect Director: Glenn J. Williams”): 30,309,820 for, 330,437 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,031,056 for, 70 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,584 | 70 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Darryl L. Wilson
PRIMERICA INC.’s own tally for this item (“Elect Director: Darryl L. Wilson”): 30,646,161 for, 5,421 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,031,126 for, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,654 | 0 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 6 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Barbara A. Yastine
PRIMERICA INC.’s own tally for this item (“Elect Director: Barbara A. Yastine”): 29,772,380 for, 870,515 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,029,018 for, 2,108 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,564 | 90 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Combines 5 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Cynthia N. Day
PRIMERICA INC.’s own tally for this item (“Elect Director: Cynthia N. Day”): 28,083,621 for, 2,561,231 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 113 asset managers below reported 14,127,679 for, 901,862 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 301,499 | 0 | 0 | Against |
| State Street | 5,138 | 288,516 | 0 | 0 | Against |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 201,746 | 31,359 | 0 | 0 | Mixed |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 0 | 101,216 | 0 | 0 | Against |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 59,419 | 0 | 0 | 0 | For |
| Equitable | 16,477 | 42,815 | 0 | 0 | Mixed |
Showing the 25 largest of 113 asset managers. See all 113 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: To elect the following directors: Joel M. Babbit
PRIMERICA INC.’s own tally for this item (“Elect Director: Joel M. Babbit”): 30,202,837 for, 439,973 against, per its Form 8-K filed May 9, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: The following nominees were elected by majority vote to serve on the Board of Directors:”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 113 asset managers below reported 15,029,152 for, 389 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,564 | 90 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 59,419 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 113 asset managers. See all 113 in the interactive database.
Combines 16 wordings of this item as funds reported it.
99% Approved · of votes cast
Description as filed by funds: TO CONSIDER AN ADVISORY VOTE ON EXECUTIVE COMPENSATION (SAY-ON-PAY).
PRIMERICA INC.’s own tally for this item (“2. An advisory vote on executive compensation (Say-on-Pay)”): 30,290,504 for, 351,558 against — passed, per its Form 8-K filed May 9, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of PRIMERICA INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Advisory Vote to Ratify Named Executive Officers' Compensation” (11 managers, Fund and manager reports combined; may count the same shares twice; no share total shown).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,654 | 0 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 44,400 | 0 | 0 | 0 | For |
Fund voting reports, all 110 managers: 14,872,503 for, 2,893 against, 7,164 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,148,620 | 0 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,182,965 | 0 | 0 | 0 | For |
| Brave Warrior Advisors, LLC | 2,060,790 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 1,682,194 | 0 | 0 | 0 | For |
| BlackRock | 1,120,799 | 286 | 0 | 0 | For |
| State Street | 1,003,754 | 0 | 0 | 0 | For |
| AGF MANAGEMENT LTD | 664,264 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 616,432 | 0 | 0 | 0 | For |
| LYRICAL ASSET MANAGEMENT LP | 509,629 | 0 | 0 | 0 | For |
| Burgundy Asset Management Ltd. | 499,691 | 0 | 0 | 0 | For |
| T. Rowe Price | 427,846 | 0 | 0 | 0 | For |
| Charles Schwab | 340,633 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 312,887 | 0 | 0 | 0 | For |
| Invesco | 310,475 | 0 | 0 | 0 | For |
| Man Group plc | 292,990 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 268,387 | 0 | 0 | 0 | For |
| Northern Trust | 266,704 | 0 | 0 | 0 | For |
| WELLS FARGO BANK N A | 251,921 | 0 | 0 | 0 | For |
| Quantum Capital Management, LLC / NJ | 223,813 | 0 | 0 | 0 | For |
| Nuveen | 221,482 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 205,237 | 0 | 0 | 0 | For |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 184,144 | 0 | 0 | 0 | For |
| FIDUCIARY MANAGEMENT INC /WI/ | 178,558 | 0 | 0 | 0 | For |
| Victory Capital | 157,445 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 146,850 | 0 | 0 | 0 | For |
Institutional-manager reports, all 314 managers: 20,219,889 for, 258,090 against, 85 abstained, 5,167 not voted, 54 unknown. Showing the 25 largest; see all in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Approved · of votes cast
Description as filed by funds: TO RATIFY THE APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR FISCAL 2024.
PRIMERICA INC.’s own tally for this item (“3. Appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024”): 31,682,914 for, 161,451 against — passed, per its Form 8-K filed May 9, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3: The appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was ratified.”
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 114 asset managers below reported 15,030,792 for, 334 against, 7,164 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,410,800 | 0 | 0 | 0 | For |
| Fidelity | 3,269,898 | 0 | 0 | 0 | For |
| BlackRock | 1,855,661 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 0 | 0 | 0 | For |
| Virtus | 681,972 | 0 | 0 | 0 | For |
| Dimensional | 481,354 | 0 | 0 | 0 | For |
| Charles Schwab | 339,608 | 0 | 0 | 0 | For |
| T. Rowe Price | 301,499 | 0 | 0 | 0 | For |
| State Street | 293,619 | 35 | 0 | 0 | For |
| Invesco | 287,104 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 240,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 233,105 | 0 | 0 | 0 | For |
| Capitol Series Trust | 141,387 | 0 | 0 | 0 | For |
| Jackson National | 135,010 | 0 | 0 | 0 | For |
| TIAA | 123,568 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 117,002 | 0 | 0 | 0 | For |
| Victory Capital | 104,432 | 0 | 0 | 0 | For |
| Voya | 101,216 | 0 | 0 | 0 | For |
| Principal | 95,005 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 80,252 | 0 | 0 | 0 | For |
| WisdomTree | 75,609 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 73,197 | 0 | 0 | 0 | For |
| American Century | 69,541 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 60,704 | 0 | 0 | 0 | For |
| Equitable | 59,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 34,609,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 9.86% |
| 2 | Fidelity | 9.45% |
| 3 | BlackRock | 5.36% |
| 4 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4.33% |
| 5 | Virtus | 1.97% |
| 6 | Dimensional | 1.39% |
| 7 | Charles Schwab | 0.98% |
| 8 | T. Rowe Price | 0.87% |
| 9 | State Street | 0.85% |
| 10 | Invesco | 0.83% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 9.10% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.31% |
| 3 | Brave Warrior Advisors, LLC | 5.95% |
| 4 | BAMCO INC /NY/ | 4.86% |
| 5 | BlackRock | 3.24% |
| 6 | State Street | 2.90% |
| 7 | AGF MANAGEMENT LTD | 1.92% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.78% |
| 9 | LYRICAL ASSET MANAGEMENT LP | 1.47% |
| 10 | Burgundy Asset Management Ltd. | 1.44% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 10.66% | DEF14A |
| Vanguard Group | 9.76% | 13F |
| BlackRock | 8.66% | 13F |
| FMR (Fidelity) | 8.36% | 13F |
| State Street | 3.19% | 13F |
| Geode Capital | 1.86% | 13F |
| Dimensional Fund Advisors | 1.78% | 13F |
| BNY Mellon | 1.08% | 13F |
| Norges Bank | 1.07% | 13F |
| Charles Schwab | 0.98% | 13F |
Percentages above are of 34,609,000 shares outstanding, as reported by PRIMERICA INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PRIMERICA INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on November 1, 2026; a live search always shows the current data.
At PRIMERICA INC.'s shareholder meeting held May 8, 2024, in the 2023-2024 proxy season, 407 asset managers reported how they voted on 13 ballot items in their SEC Form N-PX filings, covering 6,039 separate fund positions. On the most widely held item on that ballot — TO CONSIDER AN ADVISORY VOTE ON EXECUTIVE COMPENSATION (SAY-ON-PAY). — PRIMERICA INC.'s filing reports the proposal as approved, with 99% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: PRIMERICA INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 9, 2024.
PRIMERICA INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.