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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
June 26, 2025 Filed Jun 30, 2025 20:39 UTC
Anderson Craig A.SVP and Controller
GrantCommon Stock 12.82 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012286 · form4.xml · nonDerivative · entry 1

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,520.93

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 such dates.

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:07 UTC GrantCommon Stock 416.83 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012264 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,606.78

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:02 UTC GrantCommon Stock 180.01 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012262 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,812.32

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:00 UTC GrantCommon Stock 387.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012256 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,304.03

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:02 UTC GrantCommon Stock 113.78 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012261 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,255.1

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 16:00 UTC GrantCommon Stock 245.32 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012257 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,929.71

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:01 UTC GrantCommon Stock 955.21 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012260 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,805.58

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:01 UTC GrantCommon Stock 387.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012259 · form4.xml · nonDerivative · entry 1

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,304.03

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 88.53 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,518.38

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 51.72 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,429.85

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 42.23 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,378.13

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 53.36 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,335.9

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 18.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,282.54

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
June 26, 2025 Filed Jun 30, 2025 20:01 UTC
Lawton DrewDirector
GrantCommon Stock 245.32 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012258 · form4.xml · nonDerivative · entry 1

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,429.71

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

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:41 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 103.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012291 · 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: 116,700.39

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
June 26, 2025 Filed Jun 30, 2025 20:41 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 106.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012291 · 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: 116,597.1

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
June 26, 2025 Filed Jun 30, 2025 20:41 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 67.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012291 · 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: 116,490.33

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
June 26, 2025 Filed Jun 30, 2025 20:40 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 82.21 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012289 · form4.xml · nonDerivative · entry 3

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,030.17

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
June 26, 2025 Filed Jun 30, 2025 20:40 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 78.63 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012289 · form4.xml · nonDerivative · entry 2

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,947.96

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
June 26, 2025 Filed Jun 30, 2025 20:40 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 51.04 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012289 · form4.xml · nonDerivative · entry 1

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,869.33

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
June 26, 2025 Filed Jun 30, 2025 20:40 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 64.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012288 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,928.1

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 such dates.

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:40 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 63.07 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012288 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,863.81

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 such dates.

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:40 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 35.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012288 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,800.74

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 such dates.

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:39 UTC
Raub ChristopherExecutive Vice President
Grantrestricted share units · Derivative 24.98 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012287 · form4.xml · derivative · entry 5

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,793.53

Underlying: Common Stock · 24.98 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
June 26, 2025 Filed Jun 30, 2025 20:39 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 37.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 4

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,950.7

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
June 26, 2025 Filed Jun 30, 2025 20:39 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 49.53 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 3

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,913.58

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
June 26, 2025 Filed Jun 30, 2025 20:39 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 45.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 2

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,864.05

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
June 26, 2025 Filed Jun 30, 2025 20:39 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 29.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,818.29

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 318.31 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012285 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,629.28

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 313.8 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012285 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,310.97

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 194.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012285 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 429,997.17

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 6.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012284 · 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: 22,892.56

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 81.15 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012284 · 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: 22,885.82

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 83.9 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012284 · 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: 22,804.67

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
June 26, 2025 Filed Jun 30, 2025 20:38 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 32.95 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012284 · 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: 22,720.77

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
June 01, 2025 Filed Jun 3, 2025 19:15 UTC GrantCommon Stock 1,866 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010820 · form4.xml · nonDerivative · entry 2

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,189.95

F2 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, where the Director elected to receive equity in lieu of the cash portion of the 2025-2026 Annual Director Compensation and the Compensation Committee Chair cash retainer. The RSUs vest in four equal tranches on August 31, 2025, November 30, 2025, February 28, 2026, and May 31, 2026. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 19:15 UTC GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010820 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,323.95

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 19:07 UTC GrantCommon Stock 1,926 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010817 · form4.xml · nonDerivative · entry 2

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,632.31

F2 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, where the Director elected to receive equity in lieu of the cash portion of the 2025-2026 Annual Director Compensation and the Finance and Risk Committee Chair cash retainer. The RSUs vest in four equal tranches on August 31, 2025, November 30, 2025, February 28, 2026, and May 31, 2026. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 19:07 UTC GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010817 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,706.31

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 19:06 UTC GrantCommon Stock 1,505 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010812 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,916.74

F2 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, where the Director elected to receive equity in lieu of the cash portion of the 2025-2026 Annual Director Compensation. The RSUs vest in four equal tranches on August 31, 2025, November 30, 2025, February 28, 2026, and May 31, 2026. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 19:06 UTC GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010812 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,411.74

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 19:25 UTC GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010821 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,141.32

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

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June 01, 2025 Filed Jun 3, 2025 15:06 UTC GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010813 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,684.39

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

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June 01, 2025 Filed Jun 3, 2025 19:06 UTC GrantCommon Stock 3,975 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010814 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,850.37

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

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June 01, 2025 Filed Jun 3, 2025 19:08 UTC GrantCommon Stock 1,505 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010818 · form4.xml · nonDerivative · entry 2

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,916.74

F2 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, where the Director elected to receive equity in lieu of the cash portion of the 2025-2026 Annual Director Compensation. The RSUs vest in four equal tranches on August 31, 2025, November 30, 2025, February 28, 2026, and May 31, 2026. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

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June 01, 2025 Filed Jun 3, 2025 19:08 UTC GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010818 · form4.xml · nonDerivative · entry 1

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,411.74

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

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June 01, 2025 Filed Jun 3, 2025 19:07 UTC
Lawton DrewDirector
GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010815 · form4.xml · nonDerivative · entry 1

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,184.39

F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash.

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May 09, 2025 Filed May 12, 2025 20:13 UTC
Binioris Savvas Steve PanagiotisEVP and Chief Risk Officer
GrantCommon Stock 747 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-009087 · 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: 22,687.82

F1 · security: The mid-cycle promotion adjustment award of restricted share units ("RSUs"), granted on May 9, 2025, will vest in three equal annual tranches beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock.

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May 09, 2025 Filed May 12, 2025 20:14 UTC
Raub ChristopherExecutive Vice President
GrantCommon Stock 4,113 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-009088 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,788.44

F1 · security: The mid-cycle promotion adjustment award of restricted share units ("RSUs"), granted on May 9, 2025, will vest in three equal annual tranches beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock.

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April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 194 $73.91 $14,338.54
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,422.65

F9 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.91 to $73.92, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote. The transactions identified in the footnotes, (1) through (9) inclusive, together comprise the final order under the reporting person's referenced Rule 10b5-1 plan.

F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary.

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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.