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JXN

Jackson Financial Inc.

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3581
SEC CIK
0001822993
Parsed reports
622

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 21, 2024 Filed Mar 25, 2024 20:04 UTC GrantCommon Stock 50.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007041 · form4.xml · nonDerivative · entry 2

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,534.97

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:04 UTC GrantCommon Stock 3.4 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007041 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,484.85

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 47.2 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,079.22

F7 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the June 1, 2023 Annual Director Retainer. The underlying RSUs vest quarterly in four equal installments, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 62.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,032.02

F6 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 41.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,969.72

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected equity in lieu of the cash portion of the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 50.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,927.95

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 49.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,877.83

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 38.27 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,828.57

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected equity in lieu of the cash portion of the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:00 UTC GrantCommon Stock 68.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,790.3

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021, Director Founders' Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 62.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007036 · form4.xml · nonDerivative · entry 2

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,791.25

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 3.4 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007036 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,728.95

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:01 UTC GrantCommon Stock 62.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007035 · form4.xml · nonDerivative · entry 4

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,961.14

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:01 UTC GrantCommon Stock 50.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007035 · form4.xml · nonDerivative · entry 3

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,898.84

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:01 UTC GrantCommon Stock 49.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007035 · form4.xml · nonDerivative · entry 2

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,848.72

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:01 UTC GrantCommon Stock 68.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007035 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,799.46

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021, Director Founders' Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC GrantCommon Stock 197.44 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 5

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,780.37

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC GrantCommon Stock 161.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,582.93

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC GrantCommon Stock 87.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,421.36

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC GrantCommon Stock 474.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,333.68

F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC GrantCommon Stock 118.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,859.56

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:05 UTC GrantCommon Stock 124.62 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007043 · form4.xml · nonDerivative · entry 5

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,112.53

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:05 UTC GrantCommon Stock 110.27 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007043 · form4.xml · nonDerivative · entry 4

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,987.91

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:05 UTC GrantCommon Stock 50.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007043 · form4.xml · nonDerivative · entry 3

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,877.64

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the January 31, 2022 True-Up Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:05 UTC GrantCommon Stock 151.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007043 · form4.xml · nonDerivative · entry 2

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,827.12

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:05 UTC GrantCommon Stock 551.16 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007043 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,675.55

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021, Director Founders' Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 47.2 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 7

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,079.22

F7 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the June 1, 2023 Annual Director Retainer. The underlying RSUs vest quarterly in four equal installments, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 62.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 6

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,032.02

F6 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 41.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 5

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,969.72

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected equity in lieu of the cash portion of the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 50.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 4

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,927.95

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 49.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 3

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,877.83

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 38.27 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 2

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,828.57

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected equity in lieu of the cash portion of the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 20:03 UTC GrantCommon Stock 68.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007039 · form4.xml · nonDerivative · entry 1

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,790.3

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021, Director Founders' Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 94.92 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 7

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,480.65

F7 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 93.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 6

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,385.73

F6 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 43.43 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,292.7

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 65.15 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,249.27

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 19.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,184.12

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 106.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,165.06

F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:57 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 27.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,058.38

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 20:03 UTC
Lawton DrewDirector
GrantCommon Stock 62.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007038 · form4.xml · nonDerivative · entry 4

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,961.14

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

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March 21, 2024 Filed Mar 25, 2024 20:03 UTC
Lawton DrewDirector
GrantCommon Stock 50.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007038 · form4.xml · nonDerivative · entry 3

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,898.84

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

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March 21, 2024 Filed Mar 25, 2024 20:03 UTC
Lawton DrewDirector
GrantCommon Stock 49.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007038 · form4.xml · nonDerivative · entry 2

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,848.72

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

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March 21, 2024 Filed Mar 25, 2024 20:03 UTC
Lawton DrewDirector
GrantCommon Stock 68.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007038 · form4.xml · nonDerivative · entry 1

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,799.46

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021, Director Founders' Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash.

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March 21, 2024 Filed Mar 25, 2024 19:59 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
GrantCommon Stock 186.05 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 5

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,453.27

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:59 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
GrantCommon Stock 152.11 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 4

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,267.22

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:59 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
GrantCommon Stock 69.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 3

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,115.11

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:59 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
GrantCommon Stock 308.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 2

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,045.37

F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:59 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
GrantCommon Stock 77.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 1

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,737.19

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:58 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 136.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 6

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,119.91

F6 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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March 21, 2024 Filed Mar 25, 2024 19:58 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 114.71 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 5

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,983.22

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.