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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.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
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Aug 202602
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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
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Disposition to issuerCommon Stock 10,812.75 $35.79 $386,988.32
Disclosure

SEC source: 0001062993-23-009033 · form4.xml · nonDerivative · entry 6

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,441.17

F6 · kind: Reflects the disposition for cash of 10,812.75 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Exercise / conversionCommon Stock 10,812.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-009033 · form4.xml · nonDerivative · entry 5

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,253.92

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · kind: Reflects the conversion of 10,812.75 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Tax withholdingCommon Stock 14,306.45 $35.79 $512,027.85
Disclosure

SEC source: 0001062993-23-009033 · form4.xml · nonDerivative · entry 4

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,441.17

F4 · shares: Shares withheld to cover tax obligations due upon the vesting of earned restricted share units settled in shares, based on achievement of performance metrics of the Converted Prudential RSPs (Pru RSPs).

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Disposition to issuerCommon Stock 14,770.72 $35.79 $528,644.07
Disclosure

SEC source: 0001062993-23-009033 · form4.xml · nonDerivative · entry 3

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,747.62

F3 · kind: Reflects the disposition for cash of 14,770.72 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Exercise / conversionCommon Stock 14,770.72 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-009033 · form4.xml · nonDerivative · entry 2

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,518.34

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Reflects the conversion of 14,770.72 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Tax withholdingCommon Stock 19,542.36 $35.79 $699,421.06
Disclosure

SEC source: 0001062993-23-009033 · form4.xml · nonDerivative · entry 1

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,747.62

F1 · shares: Shares withheld to cover tax obligations due upon the vesting of the earned restricted share units settled in shares, based on achievement of performance metrics of the Converted 2020 PLTIP (2020 PLTIPs).

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Exercise / conversionrestricted share units · Derivative 13,752.47 $35.79 $492,200.90
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · derivative · entry 8

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,752.47 shares

Expires 2023-04-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Reflects the conversion of 13,752.47 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned.

F5 · price: Reflects the conversion of 13,752.47 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Exercise / conversionrestricted share units · Derivative 17,376.21 $35.79 $621,894.56
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · derivative · entry 7

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,752.47

Underlying: Common Stock · 17,376.21 shares

Expires 2023-04-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Reflects the conversion of 17,376.21 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

F2 · price: Reflects the conversion of 17,376.21 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Disposition to issuerCommon Stock 13,752.47 $35.79 $492,200.90
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · nonDerivative · entry 6

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,270.47

F6 · kind: Reflects the disposition for cash of 13,752.47 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Exercise / conversionCommon Stock 13,752.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · nonDerivative · entry 5

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,022.94

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · kind: Reflects the conversion of 13,752.47 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Tax withholdingCommon Stock 16,235.44 $35.79 $581,066.40
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · nonDerivative · entry 4

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,270.47

F4 · shares: Shares withheld to cover tax obligations due upon the vesting of earned restricted share units settled in shares, based on achievement of performance metrics of the Converted Prudential RSPs (Pru RSPs).

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Disposition to issuerCommon Stock 17,376.21 $35.79 $621,894.56
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · nonDerivative · entry 3

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,505.91

F3 · kind: Reflects the disposition for cash of 17,376.21 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Exercise / conversionCommon Stock 17,376.21 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · nonDerivative · entry 2

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,882.12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Reflects the conversion of 17,376.21 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

Read SEC document
April 09, 2023 Filed Apr 11, 2023 20:49 UTC
Harris Bradley OlanEVP & Chief Risk Officer
Tax withholdingCommon Stock 20,513.84 $35.79 $734,190.33
Disclosure

SEC source: 0001062993-23-009034 · form4.xml · nonDerivative · entry 1

Harris Bradley Olan · CIK 0001857311 · EVP & Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,505.91

F1 · shares: Shares withheld to cover tax obligations due upon the vesting of the earned restricted share units settled in shares, based on achievement of performance metrics of the Converted 2020 PLTIP (2020 PLTIPs).

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007790 · form4.xml · nonDerivative · entry 5

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,748.85

F5 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 4,282 RSUs. The RSUs vest quarterly where 25% fully vested on August 31, 2022, November 30, 2022, and February 28, 2023, and the remaining 25% will vest on May 31, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007790 · form4.xml · nonDerivative · entry 4

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,669.75

F4 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 77.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007790 · form4.xml · nonDerivative · entry 3

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,590.65

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 72.46 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007790 · form4.xml · nonDerivative · entry 2

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,512.91

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation the "cash portion" of compensation and is to receive 3,750 RSUs. The RSUs have fully vested (over eight months with three-eighths on December 31, 2021, the next three-eighths on March 31, 2022, and the remaining two-eighths on May 31, 2022). Upon the Director's termination, the fully vested RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 108.71 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007790 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,440.45

F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007789 · form4.xml · nonDerivative · entry 3

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,112.38

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 5.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007789 · form4.xml · nonDerivative · entry 2

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,033.28

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:15 UTC GrantCommon Stock 54.36 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007789 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,027.91

F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RS. The RS vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:12 UTC GrantCommon Stock 65.91 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007783 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,310.26

F5 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,568 RSUs. The RSUs vest quarterly where 25% fully vested on August 31, 2022, November 30, 2022, and February 28, 2023, and the remaining 25% will vest on May 31, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:12 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007783 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,244.35

F4 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:12 UTC GrantCommon Stock 77.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007783 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,165.25

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:12 UTC GrantCommon Stock 60.39 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007783 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,087.51

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,125 RSUs. The RSUs have fully vested (over eight months with three-eighths on December 31, 2021, the next three-eighths on March 31, 2022, and the remaining two-eighths on May 31, 2022). Upon the Director's termination, the fully vested RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:12 UTC GrantCommon Stock 108.71 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007783 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,027.12

F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 16.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 4

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,227.54

F4 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,568 RS. The RS vest quarterly where 25% fully vested on August 31, 2022, November 30, 2022, and February 28, 2023, and the remaining 25% will vest on May 31, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 3

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,211.06

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RS. The RS fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon vesting, fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 5.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 2

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,131.96

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 54.36 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,126.59

F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RS. The RS vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 19:13 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007784 · form4.xml · nonDerivative · entry 3

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,119.45

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 19:13 UTC GrantCommon Stock 77.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007784 · form4.xml · nonDerivative · entry 2

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,040.35

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 19:13 UTC GrantCommon Stock 108.71 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007784 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,962.61

F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantRestricted Share Units · Derivative 213.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · derivative · entry 8

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,532.31

Underlying: Common Stock · 213.51 shares

Expires not disclosed

F8 · security: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 44,196 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

F8 · derivative.exercise_price: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 44,196 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

F8 · derivative.exercise_date: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 44,196 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

F8 · derivative.expiration_date: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 44,196 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantRestricted Share Units · Derivative 305.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · derivative · entry 7

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,318.8

Underlying: Common Stock · 305.19 shares

Expires not disclosed

F7 · security: Acquired on March 23, 2023, 25% of the dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, as described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

F7 · derivative.exercise_price: Acquired on March 23, 2023, 25% of the dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, as described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

F7 · derivative.exercise_date: Acquired on March 23, 2023, 25% of the dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, as described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

F7 · derivative.expiration_date: Acquired on March 23, 2023, 25% of the dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, as described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantCommon Stock 394.53 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 6

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,612.79

F6 · security: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on March 10, 2023, as part of the 2023 Annual Restricted Share Unit Award of 22,068 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantCommon Stock 276.73 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 5

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,218.26

F5 · security: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on March 10, 2022, as part of the 2022 Annual Restricted Share Unit Award of 22,494 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantCommon Stock 438.32 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,941.53

F4 · security: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of the Executive Founders' Award of 46,886 RSUs. These RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the remaining half vests on the two-year anniversary of the grant date, October 4, 2023. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantCommon Stock 640.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,503.21

F3 · security: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on October 4, 2021, as Prudential plc Restricted Stock converted into 44,196 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 8). Upon vesting, this portion of the dividend equivalents will be distributed in shares, based on the underlying 75% portion of equity that also is settled in shares, and any fractional shares will be applied to share withholding to cover tax obligations.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantCommon Stock 915.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 211,862.69

F2 · security: Acquired on March 23, 2023, 75% of the dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on February 13, 2023, as shares "earned" based on achievement of performance metrics of the converted 2020 PLTIP Performance Share Units that remain "restricted," subject to vesting based on the passage of time and the Section 16 Officer's continued employment by the Company. These RSUs fully vest on April 9, 2023. Upon vesting, 75% of the total number of RSUs will settle in shares, and the remaining 25% of the RSUs will be paid out in cash (see Footnote 7). Upon vesting, this portion of the dividend equivalents will be distributed in shares, based on the underlying 75% portion of equity that also is settled in shares, and any fractional shares will be applied to share withholding to cover tax obligations.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC GrantCommon Stock 374.04 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,947.08

F1 · security: Acquired on March 23, 2023, dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of the 2021 Annual Award of 30,007 RSUs. 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 vests 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 will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

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March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 174.01 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007785 · form4.xml · nonDerivative · entry 4

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,585.77

F4 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 9,420 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 79.72 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007785 · form4.xml · nonDerivative · entry 3

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,411.76

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on January 31, 2022, as annual director compensation for service provided from February 1, 2021 to May 31, 2021, where the Director received 4,180 RSUs. The RSUs fully vested on the one-year anniversary of the original grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 239.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007785 · form4.xml · nonDerivative · entry 2

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,332.04

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 12,378 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 23:13 UTC GrantCommon Stock 869.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007785 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,092.85

F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 45,011 RSUs. The RSUs vest over three years in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third shall vest on the two-year anniversary of the grant date, October 4, 2023, and the remaining third shall vest on the three-year anniversary of the grant date, October 4, 2024, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 23:14 UTC GrantCommon Stock 65.91 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007788 · form4.xml · nonDerivative · entry 5

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,310.26

F5 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,568 RSUs. The RSUs vest quarterly where 25% fully vested on August 31, 2022, November 30, 2022, and February 28, 2023, and the remaining 25% will vest on May 31, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 23:14 UTC GrantCommon Stock 79.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007788 · form4.xml · nonDerivative · entry 4

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,244.35

F4 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

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March 23, 2023 Filed Mar 27, 2023 23:14 UTC GrantCommon Stock 77.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007788 · form4.xml · nonDerivative · entry 3

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,165.25

F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:14 UTC GrantCommon Stock 60.39 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007788 · form4.xml · nonDerivative · entry 2

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,087.51

F2 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,125 RSUs. The RSUs have fully vested (over eight months with three-eighths on December 31, 2021, the next three-eighths on March 31, 2022, and the remaining two-eighths on May 31, 2022). Upon the Director's termination, the fully vested RSUs will settle in shares and any fractional shares will be paid out in cash.

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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.