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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

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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 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 300 $72.21 $21,663.00
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,616.65

F8 · 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 $71.66 to $72.49, 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.

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.

Read SEC document
April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 6,185 $71.03 $439,320.55
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,916.65

F7 · 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 $70.55 to $71.54, 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.

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.

Read SEC document
April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 5,442 $70.21 $382,082.82
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,101.65

F6 · 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 $69.55 to $70.53, 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.

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.

Read SEC document
April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 3,063 $68.99 $211,316.37
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 128,543.65

F5 · 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 $68.55 to $69.27, 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.

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.

Read SEC document
April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 2,373 $68.10 $161,601.30
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 131,606.65

F4 · 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 $67.55 to $68.51, 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.

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.

Read SEC document
April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 1,900 $66.73 $126,787.00
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,979.65

F3 · 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 $66.50 to $67.03, 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.

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.

Read SEC document
April 07, 2025 Filed Apr 8, 2025 20:16 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 1,150 $65.60 $75,440.00
Disclosure

SEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,879.65

F1 · 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 $65.24 to $66.18, 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.

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.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:57 UTC
Anderson Craig A.SVP and Controller
Grantrestricted share units · Derivative 29.33 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006124 · form4.xml · derivative · entry 4

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,565.55

Underlying: Common Stock · 29.33 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2024.

F5 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2024.

F5 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:57 UTC
Anderson Craig A.SVP and Controller
Grantrestricted share units · Derivative 13.59 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006124 · form4.xml · derivative · entry 3

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,536.22

Underlying: Common Stock · 13.59 shares

Expires not disclosed

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

F4 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2023.

F4 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2023.

F4 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:57 UTC
Anderson Craig A.SVP and Controller
GrantCommon Stock 38.43 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006124 · form4.xml · nonDerivative · entry 2

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,508.11

F2 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2025.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:57 UTC
Anderson Craig A.SVP and Controller
GrantCommon Stock 13.36 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006124 · form4.xml · nonDerivative · entry 1

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,469.68

F1 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the mid-cycle RSUs grant on September 10, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 19.59 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 9

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,095.95

F9 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer and the Compensation Committee Chair cash retainer granted on June 1, 2024. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 8

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,076.36

F8 · 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 Director for the annual equity retainer on June 1, 2024. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 52.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 7

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,055.49

F7 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer and the Compensation Committee Chair cash retainer granted on June 1, 2023. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 6

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,002.98

F6 · 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 Director for the annual equity retainer on June 1, 2023. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 5

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,945.22

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer and the Compensation Committee Chair cash retainer granted on June 9, 2022. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 4

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,898.75

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 Director for the annual equity retainer on June 9, 2022. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 3

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,852.28

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 Director for the annual equity retainer on October 4, 2021. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 42.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 2

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,806.61

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer and the Compensation Committee Chair cash retainer granted on October 4, 2021. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:08 UTC GrantCommon Stock 63.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006139 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,764.04

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 Director for the Founders' Award on October 4, 2021. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 20.23 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006138 · form4.xml · nonDerivative · entry 5

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,442.79

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer and the Finance and Risk Committee Chair cash retainer granted on June 1, 2024. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006138 · form4.xml · nonDerivative · entry 4

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,422.56

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 Director for the annual equity retainer on June 1, 2024. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006138 · form4.xml · nonDerivative · entry 3

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,401.69

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 Director for the annual equity retainer on June 1, 2023. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006138 · form4.xml · nonDerivative · entry 2

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,343.93

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 Director for the annual equity retainer on June 9, 2022. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 3.16 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006138 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,297.46

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 Director for the annual equity retainer on October 4, 2021. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 15.81 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 9

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,183.74

F9 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 1, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 8

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,167.93

F8 · 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 Director for the annual equity retainer on June 1, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 43.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,147.06

F7 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 1, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,103.3

F6 · 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 Director for the annual equity retainer on June 1, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 38.72 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,045.54

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 9, 2022.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,006.82

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 Director for the annual equity retainer on June 9, 2022.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,960.35

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 Director for the annual equity retainer on October 4, 2021.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 35.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,914.68

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on October 4, 2021.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC GrantCommon Stock 63.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,879.2

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 Director for the Founders' Award on October 4, 2021.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:06 UTC GrantCommon Stock 15.81 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 4

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,913.32

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 1, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:06 UTC GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 3

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,897.51

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 Director for the annual equity retainer on June 1, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:06 UTC GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 2

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,876.64

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 Director for the annual equity retainer on June 1, 2023.

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March 20, 2025 Filed Mar 24, 2025 19:06 UTC GrantCommon Stock 3.16 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,818.88

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 Director for the annual equity retainer on October 4, 2021.

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March 20, 2025 Filed Mar 24, 2025 15:05 UTC GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006133 · form4.xml · nonDerivative · entry 5

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,456.39

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 Director for the annual equity retainer on June 1, 2024.

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March 20, 2025 Filed Mar 24, 2025 15:05 UTC GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006133 · form4.xml · nonDerivative · entry 4

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,435.52

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 Director for the annual equity retainer on June 1, 2023.

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March 20, 2025 Filed Mar 24, 2025 15:05 UTC GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006133 · form4.xml · nonDerivative · entry 3

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,377.76

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 Director for the annual equity retainer on June 9, 2022.

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March 20, 2025 Filed Mar 24, 2025 15:05 UTC GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006133 · form4.xml · nonDerivative · entry 2

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,331.29

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 Director for the annual equity retainer on October 4, 2021.

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March 20, 2025 Filed Mar 24, 2025 15:05 UTC GrantCommon Stock 63.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006133 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,285.62

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 Director for the Founders' Award on October 4, 2021.

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March 20, 2025 Filed Mar 24, 2025 19:05 UTC GrantCommon Stock 41.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006134 · form4.xml · nonDerivative · entry 6

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,875.37

F6 · 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 Director for the annual equity retainer on June 1, 2024.

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March 20, 2025 Filed Mar 24, 2025 19:05 UTC GrantCommon Stock 115.53 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006134 · form4.xml · nonDerivative · entry 5

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,833.63

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 Director for the annual equity retainer on June 1, 2023.

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March 20, 2025 Filed Mar 24, 2025 19:05 UTC GrantCommon Stock 102.23 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006134 · form4.xml · nonDerivative · entry 4

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,718.1

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 Director for the annual equity retainer on June 9, 2022.

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March 20, 2025 Filed Mar 24, 2025 19:05 UTC GrantCommon Stock 46.83 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006134 · form4.xml · nonDerivative · entry 3

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,615.87

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 Director for the True-Up Award on January 31, 2022.

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March 20, 2025 Filed Mar 24, 2025 19:05 UTC GrantCommon Stock 140.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006134 · form4.xml · nonDerivative · entry 2

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,569.04

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 Director for the annual equity retainer on October 4, 2021.

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March 20, 2025 Filed Mar 24, 2025 19:05 UTC GrantCommon Stock 510.97 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006134 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,428.52

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 Director for the Founders' Award on October 4, 2021.

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March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 15.81 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 9

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,183.74

F9 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 1, 2024.

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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.