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JXN

Jackson Financial Inc.

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3581
SEC CIK
0001822993
Parsed reports
622

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 20, 2025 Filed Mar 24, 2025 19:07 UTC GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 8

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 43.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 7

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 6

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 38.72 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 5

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 4

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 3

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 35.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 2

Lippert Martin J · CIK 0001527888 · 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 19:07 UTC GrantCommon Stock 63.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006137 · form4.xml · nonDerivative · entry 1

Lippert Martin J · CIK 0001527888 · 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 18:58 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 92.23 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,263.85

F5 · 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 18:58 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 53.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,171.62

F4 · 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 18:58 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 44 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,117.73

F3 · 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 RSU retention award granted on March 10, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:58 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 55.6 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,073.73

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, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:58 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 19.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,018.13

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 annual RSUs grant on March 10, 2023.

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

SEC source: 0001062993-25-006136 · form4.xml · nonDerivative · entry 5

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,956.39

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 19:06 UTC
Lawton DrewDirector
GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006136 · form4.xml · nonDerivative · entry 4

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,935.52

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 19:06 UTC
Lawton DrewDirector
GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006136 · form4.xml · nonDerivative · entry 3

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,877.76

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 19:06 UTC
Lawton DrewDirector
GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006136 · form4.xml · nonDerivative · entry 2

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,831.29

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 19:06 UTC
Lawton DrewDirector
GrantCommon Stock 63.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006136 · form4.xml · nonDerivative · entry 1

Lawton Drew · CIK 0001605553 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,785.62

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 19:01 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 107.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006130 · 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: 137,029.65

F3 · 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 19:01 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 111.24 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006130 · 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: 136,922.04

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, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:01 UTC
Smith Craig DonaldPresident and CEO PPM America
GrantCommon Stock 70.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006130 · 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: 136,810.8

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 annual RSUs grant on March 10, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:00 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 85.65 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006129 · form4.xml · nonDerivative · entry 3

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,818.29

F3 · 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 19:00 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 81.92 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006129 · form4.xml · nonDerivative · entry 2

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,732.64

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, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:00 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 53.17 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006129 · form4.xml · nonDerivative · entry 1

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,650.72

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 annual RSUs grant on March 10, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:59 UTC
Raub ChristopherEVP and Chief Risk Officer
Grantrestricted share units · Derivative 26.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006128 · form4.xml · derivative · entry 4

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,768.55

Underlying: Common Stock · 26.03 shares

Expires not disclosed

F4 · 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, 2023.

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, 2023.

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, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:59 UTC
Raub ChristopherEVP and Chief Risk Officer
GrantCommon Stock 51.6 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006128 · form4.xml · nonDerivative · entry 3

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,675.44

F3 · 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 18:59 UTC
Raub ChristopherEVP and Chief Risk Officer
GrantCommon Stock 47.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006128 · form4.xml · nonDerivative · entry 2

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,623.84

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, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:59 UTC
Raub ChristopherEVP and Chief Risk Officer
GrantCommon Stock 31.1 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006128 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,576.17

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, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:59 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 331.63 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006127 · 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: 429,802.48

F3 · 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 18:59 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 326.92 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006127 · 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: 429,470.85

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, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:59 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 202.84 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006127 · 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: 429,143.93

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 annual RSUs grant on March 10, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:58 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 66.98 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006125 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,765.17

F3 · 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 18:58 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 65.71 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006125 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,698.19

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, 2024.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 18:58 UTC
Chelko CarrieEVP and General Counsel
GrantCommon Stock 37.05 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006125 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,632.48

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 annual RSUs grant on March 10, 2023.

Read SEC document
March 11, 2025 Filed Mar 12, 2025 20:10 UTC
Smith Craig DonaldPresident and CEO PPM America
SaleCommon Stock 7,974 $80.75 $643,900.50
Disclosure

SEC source: 0001062993-25-005245 · 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: 136,740.29

F6 · shares: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024, in multiple transactions, each transaction at $80.75. 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.

F7 · 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 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionrestricted share units · Derivative 1,545.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · derivative · entry 13

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,522.63

Underlying: Common Stock · 1,545.37 shares

Expires not disclosed

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

F4 · derivative.exercise_price: Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F4 · kind: Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F4 · shares: Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F4 · derivative.exercise_date: Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F4 · derivative.expiration_date: Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionrestricted share units · Derivative 1,431.92 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · derivative · entry 12

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,068

Underlying: Common Stock · 1,431.92 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F3 · kind: Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F3 · shares: Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F3 · derivative.exercise_date: Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F3 · derivative.expiration_date: Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionrestricted share units · Derivative 1,508.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · derivative · entry 11

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,499.92

Underlying: Common Stock · 1,508.66 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F2 · kind: Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F2 · shares: Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F2 · derivative.exercise_date: Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

F2 · derivative.expiration_date: Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

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March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionrestricted share units · Derivative 1,505.64 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · derivative · entry 10

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,008.58

Underlying: Common Stock · 1,505.64 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

F1 · kind: Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

F1 · shares: Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

F1 · derivative.exercise_date: Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

F1 · derivative.expiration_date: Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

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March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
GrantCommon Stock 4,049 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 9

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,456.32

F9 · shares: On March 10, 2025, the reporting person was granted 4,049 restricted share units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock.

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March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Disposition to issuerCommon Stock 1,545.37 $81.19 $125,468.59
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 8

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407.32

F8 · shares: Reflects the cash settlement of 1,545.37 converted shares awarded as the March 10, 2024 restricted share units, including related converted dividend equivalents.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionCommon Stock 1,545.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 7

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,952.69

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

F4 · shares: Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

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March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Disposition to issuerCommon Stock 1,431.92 $81.19 $116,257.58
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 6

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407.32

F7 · shares: Reflects the cash settlement of 1,431.92 converted shares awarded as the March 10, 2023 restricted share units, including related converted dividend equivalents.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionCommon Stock 1,431.92 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 5

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,839.24

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

F3 · shares: Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Disposition to issuerCommon Stock 1,508.66 $81.19 $122,488.11
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 4

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407.32

F6 · shares: Reflects the cash settlement of 1,508.66 converted shares awarded as the March 10, 2022 restricted share units, including related converted dividend equivalents.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionCommon Stock 1,508.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 3

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,915.98

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

F2 · shares: Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Disposition to issuerCommon Stock 1,505.64 $81.19 $122,242.91
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 2

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407.32

F5 · shares: Reflects the cash settlement of 1,505.64 converted earned March 10, 2022 performance share units, including related converted dividend equivalents.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:54 UTC
Anderson Craig A.SVP and Controller
Exercise / conversionCommon Stock 1,505.64 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005242 · form4.xml · nonDerivative · entry 1

Anderson Craig A. · CIK 0002026313 · SVP and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,912.96

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

F1 · shares: Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 19:50 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 9,718 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 7

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,998.66

F7 · shares: On March 10, 2025, the reporting person was granted 9,718 restricted share units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock.

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March 10, 2025 Filed Mar 12, 2025 19:50 UTC
Cummings Don WEVP and CFO
Tax withholdingCommon Stock 1,906.09 $81.19 $154,755.45
Disclosure

SEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 6

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,280.66

F6 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first half of the March 10, 2024 restricted share units ("RSUs") Retention Award. The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

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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.