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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 19.59 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 20.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 52.51 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 57.76 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 46.47 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 46.47 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 45.67 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 42.57 | $0.00 | $0.00 |
DisclosureSEC 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 |
STECHER ESTA EDirector
|
GrantCommon Stock | 63.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
Noles Russell GDirector
|
GrantCommon Stock | 20.23 | $0.00 | $0.00 |
DisclosureSEC 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 |
Noles Russell GDirector
|
GrantCommon Stock | 20.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
Noles Russell GDirector
|
GrantCommon Stock | 57.76 | $0.00 | $0.00 |
DisclosureSEC 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 |
Noles Russell GDirector
|
GrantCommon Stock | 46.47 | $0.00 | $0.00 |
DisclosureSEC 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 |
Noles Russell GDirector
|
GrantCommon Stock | 3.16 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 15.81 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 20.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 43.76 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 57.76 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 38.72 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 46.47 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 45.67 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 35.48 | $0.00 | $0.00 |
DisclosureSEC 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 |
Claffee Lily FuDirector
|
GrantCommon Stock | 63.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
Kirkland Derek GDirector
|
GrantCommon Stock | 15.81 | $0.00 | $0.00 |
DisclosureSEC 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 |
Kirkland Derek GDirector
|
GrantCommon Stock | 20.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
Kirkland Derek GDirector
|
GrantCommon Stock | 57.76 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:06 UTC |
Kirkland Derek GDirector
|
GrantCommon Stock | 3.16 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:05 UTC |
Durant Gregory TDirector
|
GrantCommon Stock | 20.87 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:05 UTC |
Durant Gregory TDirector
|
GrantCommon Stock | 57.76 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:05 UTC |
Durant Gregory TDirector
|
GrantCommon Stock | 46.47 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:05 UTC |
Durant Gregory TDirector
|
GrantCommon Stock | 45.67 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:05 UTC |
Durant Gregory TDirector
|
GrantCommon Stock | 63.87 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:05 UTC |
KANDARIAN STEVEN ADirector
|
GrantCommon Stock | 41.74 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:05 UTC |
KANDARIAN STEVEN ADirector
|
GrantCommon Stock | 115.53 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:05 UTC |
KANDARIAN STEVEN ADirector
|
GrantCommon Stock | 102.23 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:05 UTC |
KANDARIAN STEVEN ADirector
|
GrantCommon Stock | 46.83 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:05 UTC |
KANDARIAN STEVEN ADirector
|
GrantCommon Stock | 140.52 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:05 UTC |
KANDARIAN STEVEN ADirector
|
GrantCommon Stock | 510.97 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:07 UTC |
Lippert Martin JDirector
|
GrantCommon Stock | 15.81 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.