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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 10, 2026 Filed Mar 12, 2026 20:19 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 4,835 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000031 · form4.xml · nonDerivative · entry 5

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,751.47

F5 · kind: Reflects the March 10, 2026, annual grant of restricted share units which vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:19 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
Tax withholdingCommon Stock 1,230.09 $108.87 $133,919.90
Disclosure

SEC source: 0001822993-26-000031 · form4.xml · nonDerivative · entry 4

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,916.47

F4 · kind: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2025, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:19 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
Tax withholdingCommon Stock 1,988.92 $108.87 $216,533.72
Disclosure

SEC source: 0001822993-26-000031 · form4.xml · nonDerivative · entry 3

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,146.56

F3 · kind: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2024, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:19 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
Tax withholdingCommon Stock 10,935.18 $108.87 $1,190,513.05
Disclosure

SEC source: 0001822993-26-000031 · form4.xml · nonDerivative · entry 2

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,135.48

F2 · kind: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2023, performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 20:19 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
Tax withholdingCommon Stock 1,562.56 $108.87 $170,115.91
Disclosure

SEC source: 0001822993-26-000031 · form4.xml · nonDerivative · entry 1

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,070.66

F1 · kind: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the March 10, 2023, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:21 UTC
Anderson Craig A.SVP and Controller
Grantrestricted share units · Derivative 2,111.64 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000007 · form4.xml · derivative · entry 1

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,789.05

Underlying: Common Stock · 2,111.64 shares

Expires not disclosed

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award that cliff vest on March 10, 2026, subject to continued employment through such date. Upon vesting, shares will settle in cash.

F2 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of JFI common stock.

F2 · kind: Each restricted share unit represents a contingent right to receive one share of JFI common stock.

F2 · shares: Each restricted share unit represents a contingent right to receive one share of JFI common stock.

F2 · derivative.exercise_date: Each restricted share unit represents a contingent right to receive one share of JFI common stock.

F2 · derivative.expiration_date: Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:23 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 14,087.38 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000010 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,678.85

F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award ("PSU") that cliff vest on March 10, 2026. The PSUs will convert 1:1 into common stock.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:23 UTC
Raub ChristopherExecutive Vice President
Grantrestricted share units · Derivative 4,179.18 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000012 · form4.xml · derivative · entry 2

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,015.54

Underlying: Common Stock · 4,179.18 shares

Expires not disclosed

F2 · derivative.exercise_price: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award that cliff vest on March 10, 2026. Upon vesting, shares will settle in cash.

F3 · kind: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

F3 · shares: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:23 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 11,248.23 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000012 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,348.27

F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Mid-cycle Performance Share Unit Award ("PSU") that cliff vest on September 10, 2026. The PSUs will convert 1:1 into common stock.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:23 UTC
Prieskorn Laura LoueneDirector · CEO and President
GrantCommon Stock 146,519.51 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000011 · form4.xml · nonDerivative · entry 1

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 577,074.22

F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award ("PSU") that cliff vest on March 10, 2026. The PSUs will convert 1:1 into common stock.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:22 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 25,922.67 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000009 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,130.12

F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award ("PSU") that cliff vest on March 10, 2026, subject to continued employment through such date. The PSUs will convert 1:1 into common stock.

Read SEC document
February 02, 2026 Filed Feb 4, 2026 21:22 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 24,794.18 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000008 · form4.xml · nonDerivative · entry 1

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,633.22

F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award ("PSU") that cliff vest on March 10, 2026. The PSUs will convert 1:1 into common stock.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Anderson Craig A.SVP and Controller
GrantRestricted Share Units · Derivative 23.63 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000123 · form4.xml · derivative · entry 4

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,677.41

Underlying: Common Stock · 23.63 shares

Expires not disclosed

F4 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.

F4 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.

F4 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Anderson Craig A.SVP and Controller
GrantRestricted Share Units · Derivative 10.95 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000123 · form4.xml · derivative · entry 3

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,653.78

Underlying: Common Stock · 10.95 shares

Expires not disclosed

F3 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, subject to continued employment through each vesting date.

F3 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, subject to continued employment through each vesting date.

F3 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, subject to continued employment through each vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Anderson Craig A.SVP and Controller
GrantCommon Stock 30.95 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000123 · form4.xml · nonDerivative · entry 2

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,427.23

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025, subject to continued employment through each vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Anderson Craig A.SVP and Controller
GrantCommon Stock 7.17 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000123 · form4.xml · nonDerivative · entry 1

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,396.28

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2024, subject to continued employment through each vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:51 UTC GrantCommon Stock 349.77 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000122 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,321.49

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:50 UTC GrantCommon Stock 151.04 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000121 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,120.96

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:48 UTC GrantCommon Stock 324.98 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000115 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,968.08

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:49 UTC GrantCommon Stock 95.47 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000118 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,450.18

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 15:49 UTC GrantCommon Stock 205.85 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000116 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,350.34

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:49 UTC GrantCommon Stock 801.51 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000117 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,443.41

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:50 UTC GrantCommon Stock 324.98 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000120 · form4.xml · nonDerivative · entry 1

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,968.08

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 71.4 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,591.47

F5 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 27.81 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,520.07

F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2024.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 35.44 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,492.26

F3 · security: Acquired dividend equivalents in the form of restricted share units 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.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 44.78 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,456.82

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 15.68 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,412.04

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 20:50 UTC
Lawton DrewDirector
GrantCommon Stock 205.85 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000119 · form4.xml · nonDerivative · entry 1

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,850.34

F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:11 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 83.14 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000129 · form4.xml · nonDerivative · entry 3

Smith Craig Donald · CIK 0001856283 · President and CEO PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,199.52

F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:11 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 89.59 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000129 · form4.xml · nonDerivative · entry 2

Smith Craig Donald · CIK 0001856283 · President and CEO PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,116.38

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:11 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 56.79 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000129 · form4.xml · nonDerivative · entry 1

Smith Craig Donald · CIK 0001856283 · President and CEO PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,026.79

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Raub ChristopherExecutive Vice President
GrantRestricted Share Units · Derivative 20.96 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000128 · form4.xml · derivative · entry 5

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,836.36

Underlying: Common Stock · 20.96 shares

Expires not disclosed

F5 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

F5 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

F5 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 29.87 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 4

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,100.04

F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 39.87 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 3

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,070.17

F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 38.39 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 2

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,030.3

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 12.53 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,991.91

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 53.94 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000125 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,207.45

F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025, subject to continued employment through each vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 52.92 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000125 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,153.51

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 29.84 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000125 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,100.59

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, subject to continued employment through each vesting date.

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December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Prieskorn Laura LoueneDirector · CEO and President
GrantCommon Stock 256.26 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000127 · form4.xml · nonDerivative · entry 3

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,581.71

F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.

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December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Prieskorn Laura LoueneDirector · CEO and President
GrantCommon Stock 263.3 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000127 · form4.xml · nonDerivative · entry 2

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,325.45

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.

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December 18, 2025 Filed Dec 22, 2025 21:10 UTC
Prieskorn Laura LoueneDirector · CEO and President
GrantCommon Stock 163.36 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000127 · form4.xml · nonDerivative · entry 1

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,062.15

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

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December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 5.43 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000124 · form4.xml · nonDerivative · entry 4

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,839.04

F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025.

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December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 65.33 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000124 · form4.xml · nonDerivative · entry 3

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,833.61

F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.

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December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 70.4 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000124 · form4.xml · nonDerivative · entry 2

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,768.28

F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.

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December 18, 2025 Filed Dec 22, 2025 21:09 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 27.65 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000124 · form4.xml · nonDerivative · entry 1

Binioris Savvas Steve Panagiotis · CIK 0002065656 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,697.88

F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 19:15 UTC
Cummings Don WEVP and CFO
Tax withholdingCommon Stock 386.72 $91.82 $35,508.63
Disclosure

SEC source: 0001822993-25-000096 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,396.36

F2 · kind: Reflects the withholding of shares of common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units granted as part of the March 10, 2025 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible.

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November 20, 2025 Filed Nov 24, 2025 19:15 UTC
Cummings Don WEVP and CFO
Tax withholdingCommon Stock 150.64 $91.82 $13,831.76
Disclosure

SEC source: 0001822993-25-000096 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,783.08

F1 · kind: Reflects the withholding of shares of common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units granted as part of the September 10, 2024 mid-cycle grant, to pay FICA taxes associated with the reporting person becoming retirement eligible.

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November 20, 2025 Filed Nov 24, 2025 19:16 UTC
Smith Craig DonaldPresident and CEO PPM America
Tax withholdingCommon Stock 473.55 $91.82 $43,481.36
Disclosure

SEC source: 0001822993-25-000099 · form4.xml · nonDerivative · entry 1

Smith Craig Donald · CIK 0001856283 · President and CEO PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,970

F1 · kind: Reflects the withholding of shares of common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units granted as part of the March 10, 2025 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible.

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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.