PRI — what changed in the latest 10-Q
A section-by-section comparison of PRI's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +33 | −12 | ~44 | 110 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 1 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Other information | Text added/removed | 0 | −1 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Risk factors
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
The number of new recruits increased during the three months ended June 30, 2026 compared to the same period in 2025 due to the timing of special recruiting incentives offered during April 2026. The number of new recruits decreased during the six months ended June 30, 2026 compared to the same perio…
The changes in the face amount of our in-force book of term life insurance policies were as follows:
The face amount of term life insurance policies in-force increased for the three and six months ended June 30, 2026 as the face amount issued exceeded the face amount terminated. Issued face amount decreased during the 2026 periods compared to the same periods in 2025 primarily due to the decrease i…
Product sales. Investment and savings product sales increased during the three months ended June 30, 2026 compared to the three months ended June 30, 2025. The growth in product sales was driven by our clients’ strong demand for retirement savings products, positive investor sentiment, and the effec…
Rollforward of client asset values. Ending client asset values increased during the three months ended June 30, 2026 and 2025 primarily due to strong market performance during both periods.
Text removed vs the prior filing · source: 10-Q · 2026-05-07
The number of new recruits decreased during the three months ended March 31, 2026 compared to the same period in 2025 likely due to headwinds presented by economic and other uncertainty.
The changes in the face amount of our in-force book of term life insurance policies were as follows:
The face amount of term life insurance policies in-force decreased slightly for the three months ended March 31, 2026 primarily due to the translation impact on the face amount of our Canadian term life insurance in-force business during the period. Newly issued term life insurance face amounts were…
The previously reported statistical information of redemptions, net flows and change in fair value, net for the three months ended March 31, 2025 have been restated to reflect a correction in our methodology for presenting redemptions and calculating the change in market value for Canadian mutual fu…
Product sales. Investment and savings product sales increased during the three months ended March 31, 2026 compared to the three months ended March 31, 2025 primarily due to sustained positive investor sentiment that followed generally strong equity market performance in 2024 through 2025 and contin…
Other information
Text removed vs the prior filing · source: 10-Q · 2026-05-07
On March 13, 2026, Glenn Williams, the Company’s Chief Executive Officer, adopted a Rule 10b5-1 trading arrangement that provides for the sale of an aggregate of up to 6,000 shares of the Company’s common stock between June 12, 2026 and March 15, 2027.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice