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Compiled from SEC Form N-PX filings and PRIMERICA INC.’s Form 8-K, filed May 15, 2025 (Item 5.07 on EDGAR). Page generated October 25, 2026.
Meeting of May 14, 2025: 13 items on PRIMERICA INC.’s Form 8-K, filed May 15, 2025: 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 15, 2025 (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. | 28,092,923 | 453,906 | 12,345 | -- | 1,364,613 | 98% | Elected | — |
| Elect Director: Joel M. Babbit | 28,104,837 | 438,703 | 15,634 | -- | 1,364,613 | 98% | Elected | — |
| Elect Director: Amber L. Cottle | 28,371,277 | 171,030 | 16,867 | -- | 1,364,613 | 99.4% | Elected | — |
| Elect Director: Gary L. Crittenden | 28,147,144 | 395,729 | 16,301 | -- | 1,364,613 | 99% | Elected | — |
| Elect Director: Cynthia N. Day | 25,786,496 | 2,755,762 | 16,916 | -- | 1,364,613 | 90% | Elected | — |
| Elect Director: Sanjeev Dheer | 28,536,240 | 4,839 | 18,095 | -- | 1,364,613 | 99.9% | Elected | — |
| Elect Director: Beatriz R. Perez | 26,746,392 | 1,795,000 | 17,782 | -- | 1,364,613 | 94% | Elected | — |
| Elect Director: D. Richard Williams | 27,853,376 | 692,272 | 13,526 | -- | 1,364,613 | 98% | Elected | — |
| Elect Director: Glenn J. Williams | 28,172,563 | 374,419 | 12,192 | -- | 1,364,613 | 99% | Elected | — |
| Elect Director: Darryl L. Wilson | 28,295,879 | 245,778 | 17,517 | -- | 1,364,613 | 99.1% | Elected | — |
| Elect Director: Barbara A. Yastine | 27,723,396 | 818,519 | 17,259 | -- | 1,364,613 | 97% | Elected | — |
| 2. An advisory vote on executive compensation (Say-on-Pay) | 27,545,583 | 976,809 | 36,782 | -- | 1,364,613 | 97% | Approved | — |
| 3. Appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025 | 29,800,969 | 101,393 | 21,425 | -- | -- | 99.6% | Approved | — |
Source: PRIMERICA INC., Form 8-K, filed with the SEC on May 15, 2025 — read the filing on EDGAR.
Each item below shows how the 450 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 5 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”): 28,371,277 for, 171,030 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,014,700 for, 0 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 5 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”): 27,723,396 for, 818,519 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,013,850 for, 850 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 5 wordings of this item as funds reported it.
94% 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”): 26,746,392 for, 1,795,000 against, per its Form 8-K filed May 15, 2025 (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: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 112 asset managers below reported 13,575,768 for, 438,579 against, 6,485 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,248,794 | 790 | 0 | 0 | For |
| Fidelity | 3,216,457 | 12,676 | 0 | 0 | For |
| BlackRock | 1,775,613 | 2,175 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 321,040 | 0 | 0 | Against |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 4 wordings of this item as funds reported it.
90% 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”): 25,786,496 for, 2,755,762 against, per its Form 8-K filed May 15, 2025 (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: 90% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 112 asset managers below reported 13,275,189 for, 738,674 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,583 | 1 | 0 | 0 | For |
| Fidelity | 3,216,457 | 12,676 | 0 | 0 | For |
| BlackRock | 1,775,613 | 2,175 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 3,987 | 290,748 | 0 | 0 | Against |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 194,690 | 0 | 0 | Against |
| Lincoln Financial | 166,125 | 10,366 | 0 | 0 | Mixed |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 0 | 93,597 | 0 | 0 | Against |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 83,682 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 14,152 | 38,409 | 0 | 0 | Mixed |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 43,515 | 1,485 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 5 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”): 27,853,376 for, 692,272 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,013,443 for, 1,257 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,248,794 | 790 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.1% 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”): 28,295,879 for, 245,778 against, per its Form 8-K filed May 15, 2025 (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: 99.1% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 112 asset managers below reported 14,014,700 for, 0 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 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: Gary L. Crittenden
PRIMERICA INC.’s own tally for this item (“Elect Director: Gary L. Crittenden”): 28,147,144 for, 395,729 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,011,430 for, 3,270 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 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: Glenn J. Williams
PRIMERICA INC.’s own tally for this item (“Elect Director: Glenn J. Williams”): 28,172,563 for, 374,419 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,014,690 for, 10 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% 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”): 28,104,837 for, 438,703 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,011,433 for, 2,430 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 83,682 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% 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.”): 28,092,923 for, 453,906 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,008,303 for, 6,397 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,691 | 44 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 5 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: Sanjeev Dheer
PRIMERICA INC.’s own tally for this item (“Elect Director: Sanjeev Dheer”): 28,536,240 for, 4,839 against, per its Form 8-K filed May 15, 2025 (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 112 asset managers below reported 14,014,700 for, 0 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 11 wordings of this item as funds reported it.
97% 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)”): 27,545,583 for, 976,809 against — passed, per its Form 8-K filed May 15, 2025 (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: 97% 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” (13 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 | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 55,061 | 50,502 | 0 | 0 | Mixed |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 62,834 | 0 | 0 | Against |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Fund voting reports, all 109 managers: 13,862,904 for, 150,097 against, 6,132 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,993,475 | 158,490 | 0 | 0 | Mixed |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,850,808 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 1,439,094 | 0 | 0 | 0 | For |
| BlackRock | 1,178,866 | 286 | 0 | 0 | For |
| State Street | 1,006,024 | 0 | 0 | 0 | For |
| Brave Warrior Advisors, LLC | 841,616 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 807,791 | 0 | 0 | 0 | For |
| AGF MANAGEMENT LTD | 631,419 | 0 | 0 | 0 | For |
| Burgundy Asset Management Ltd. | 542,091 | 0 | 0 | 0 | For |
| LYRICAL ASSET MANAGEMENT LP | 507,996 | 0 | 0 | 0 | For |
| Charles Schwab | 322,833 | 0 | 0 | 0 | For |
| T. Rowe Price | 323,416 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 317,094 | 0 | 0 | 0 | For |
| Northern Trust | 272,010 | 0 | 0 | 0 | For |
| WELLS FARGO BANK N A | 249,900 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 248,100 | 0 | 0 | 0 | For |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 238,854 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 230,153 | 0 | 0 | Against |
| Quantum Capital Management, LLC / NJ | 208,768 | 0 | 0 | 0 | For |
| Nuveen | 181,690 | 0 | 0 | 0 | For |
| ACADEMY CAPITAL MANAGEMENT | 132,316 | 0 | 0 | 0 | For |
| Dimensional | 129,810 | 0 | 0 | 0 | For |
| FIDUCIARY MANAGEMENT INC /WI/ | 126,055 | 0 | 0 | 0 | For |
| BARON CAPITAL MANAGEMENT INC /NY/ | 119,936 | 0 | 0 | 0 | For |
| Invesco | 116,989 | 0 | 0 | 0 | For |
Institutional-manager reports, all 358 managers: 18,572,974 for, 673,879 against, 17,850 abstained, 4,042 not voted, 163 unknown. Showing the 25 largest; see all in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% 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 2025.
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, 2025”): 29,800,969 for, 101,393 against — passed, per its Form 8-K filed May 15, 2025 (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, 2025 was ratified.”
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 112 asset managers below reported 14,012,271 for, 2,429 against, 6,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 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 33,022,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 9.84% |
| 2 | Fidelity | 9.78% |
| 3 | BlackRock | 5.38% |
| 4 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.88% |
| 5 | Virtus | 2.00% |
| 6 | Dimensional | 1.31% |
| 7 | Charles Schwab | 0.97% |
| 8 | State Street | 0.89% |
| 9 | FMI FUNDS INC | 0.83% |
| 10 | Capitol Series Trust | 0.72% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 9.55% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.63% |
| 3 | BAMCO INC /NY/ | 4.36% |
| 4 | BlackRock | 3.57% |
| 5 | State Street | 3.05% |
| 6 | Brave Warrior Advisors, LLC | 2.55% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.45% |
| 8 | AGF MANAGEMENT LTD | 1.91% |
| 9 | Burgundy Asset Management Ltd. | 1.64% |
| 10 | LYRICAL ASSET MANAGEMENT LP | 1.54% |
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 |
|---|---|---|
| Vanguard Group | 10.58% | 13F |
| BlackRock | 9.38% | 13F |
| FMR (Fidelity) | 8.94% | 13F |
| Vanguard Portfolio Management | 5.56% | 13G |
| State Street | 3.35% | 13F |
| Geode Capital | 2.48% | 13F |
| Dimensional Fund Advisors | 1.85% | 13F |
| Northern Trust | 1.02% | 13F |
| Charles Schwab | 0.97% | 13F |
| BNY Mellon | 0.96% | 13F |
Percentages above are of 33,022,000 shares outstanding, as reported by PRIMERICA INC. on its Form 10-Q dated March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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, 2025. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At PRIMERICA INC.'s shareholder meeting held May 14, 2025, in the 2024-2025 proxy season, 450 asset managers reported how they voted on 13 ballot items in their SEC Form N-PX filings, covering 6,022 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 97% 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 15, 2025.
PRIMERICA INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.