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 |
|---|---|---|---|---|---|---|
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC |
Cummings Don WEVP and CFO
|
Tax withholdingCommon Stock | 1,135.34 | $81.19 | $92,178.25 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,186.75 F5 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC |
Cummings Don WEVP and CFO
|
Tax withholdingCommon Stock | 795.14 | $81.19 | $64,557.42 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,322.09 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC |
Cummings Don WEVP and CFO
|
Tax withholdingCommon Stock | 2,616.95 | $81.19 | $212,470.17 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,117.23 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the final half of the March 10, 2023 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC |
Cummings Don WEVP and CFO
|
Tax withholdingCommon Stock | 2,961.42 | $81.19 | $240,437.69 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,734.18 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC |
Cummings Don WEVP and CFO
|
Tax withholdingCommon Stock | 698.03 | $81.19 | $56,673.06 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,695.6 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:49 UTC |
Romine ScottPresident and CEO, JNLD
|
GrantCommon Stock | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 5 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,597.55 F5 · shares: On March 10, 2025, the reporting person was granted 9,024 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:49 UTC |
Romine ScottPresident and CEO, JNLD
|
Tax withholdingCommon Stock | 1,609.68 | $81.19 | $130,689.92 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,573.55 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:49 UTC |
Romine ScottPresident and CEO, JNLD
|
Tax withholdingCommon Stock | 2,089.22 | $81.19 | $169,623.77 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,183.23 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:49 UTC |
Romine ScottPresident and CEO, JNLD
|
Tax withholdingCommon Stock | 11,638.32 | $81.19 | $944,915.20 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,272.45 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:49 UTC |
Romine ScottPresident and CEO, JNLD
|
Tax withholdingCommon Stock | 2,365.69 | $81.19 | $192,070.37 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,910.77 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC |
Smith Craig DonaldPresident and CEO PPM America
|
GrantCommon Stock | 11,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005245 · 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: 144,714.29 F5 · shares: On March 10, 2025, the reporting person was granted 11,338 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC |
Smith Craig DonaldPresident and CEO PPM America
|
Tax withholdingCommon Stock | 2,458.03 | $81.19 | $199,567.46 |
DisclosureSEC source: 0001062993-25-005245 · 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: 133,376.29 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC |
Smith Craig DonaldPresident and CEO PPM America
|
Tax withholdingCommon Stock | 3,117.15 | $81.19 | $253,081.41 |
DisclosureSEC source: 0001062993-25-005245 · 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: 135,834.32 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC |
Smith Craig DonaldPresident and CEO PPM America
|
Tax withholdingCommon Stock | 14,008.78 | $81.19 | $1,137,372.85 |
DisclosureSEC source: 0001062993-25-005245 · 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: 138,951.47 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC |
Smith Craig DonaldPresident and CEO PPM America
|
Tax withholdingCommon Stock | 2,858.51 | $81.19 | $232,082.43 |
DisclosureSEC source: 0001062993-25-005245 · 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: 152,960.25 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Exercise / conversionrestricted share units · Derivative | 2,742.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · derivative · entry 12 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,742.52 Underlying: Common Stock · 2,742.52 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 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Exercise / conversionrestricted share units · Derivative | 3,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · derivative · entry 11 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,485.04 Underlying: Common Stock · 3,274 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 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. F2 · 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. F2 · 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. F2 · 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. F2 · 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Exercise / conversionrestricted share units · Derivative | 3,174.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · derivative · entry 10 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,759.04 Underlying: Common Stock · 3,174.98 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 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. F1 · 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. F1 · 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. F1 · 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. F1 · 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
SaleCommon Stock | 2,000 | $81.66 | $163,320.00 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · nonDerivative · entry 9 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,545.07 F9 · shares: Shares were sold in a single transaction at $81.66. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
GrantCommon Stock | 5,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · nonDerivative · entry 8 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,545.07 F8 · shares: On March 10, 2025, the reporting person was granted 5,437 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Tax withholdingCommon Stock | 1,056.25 | $81.19 | $85,756.94 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · nonDerivative · entry 7 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,108.07 F7 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Disposition to issuerCommon Stock | 2,742.52 | $81.19 | $222,665.20 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · nonDerivative · entry 6 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,164.32 F6 · shares: Reflects the cash settlement of 2742.52 converted shares awarded as part of the March 10, 2023 restricted share units, including related converted dividend equivalents. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Exercise / conversionCommon Stock | 2,742.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · nonDerivative · entry 5 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,906.84 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 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Disposition to issuerCommon Stock | 3,274 | $81.19 | $265,816.06 |
DisclosureSEC source: 0001062993-25-005246 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,164.32 F5 · shares: Reflects the cash settlement of 3274.00 converted earned March 10, 2022 performance share units, including related converted dividend equivalents. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Exercise / conversionCommon Stock | 3,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · 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: 27,438.32 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 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 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Disposition to issuerCommon Stock | 3,174.98 | $81.19 | $257,776.63 |
DisclosureSEC source: 0001062993-25-005246 · 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: 24,164.32 F4 · shares: Reflects the cash settlement of 3174.98 converted shares awarded as part of the March 10, 2022 restricted share units, including related converted dividend equivalents. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:11 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Exercise / conversionCommon Stock | 3,174.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005246 · 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: 27,339.3 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 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 19:48 UTC |
Prieskorn Laura LoueneDirector · CEO, President and Director
|
GrantCommon Stock | 34,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005239 · form4.xml · nonDerivative · entry 5 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,941.09 F5 · shares: On March 10, 2025, the reporting person was granted 34,941 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:48 UTC |
Prieskorn Laura LoueneDirector · CEO, President and Director
|
Tax withholdingCommon Stock | 7,191.24 | $81.19 | $583,856.78 |
DisclosureSEC source: 0001062993-25-005239 · form4.xml · nonDerivative · entry 4 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,000.09 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:48 UTC |
Prieskorn Laura LoueneDirector · CEO, President and Director
|
Tax withholdingCommon Stock | 8,923.57 | $81.19 | $724,504.65 |
DisclosureSEC source: 0001062993-25-005239 · 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: 401,191.33 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:48 UTC |
Prieskorn Laura LoueneDirector · CEO, President and Director
|
Tax withholdingCommon Stock | 48,608.68 | $81.19 | $3,946,538.73 |
DisclosureSEC source: 0001062993-25-005239 · 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: 410,114.9 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:48 UTC |
Prieskorn Laura LoueneDirector · CEO, President and Director
|
Tax withholdingCommon Stock | 9,914.64 | $81.19 | $804,969.62 |
DisclosureSEC source: 0001062993-25-005239 · 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: 458,723.58 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:47 UTC |
Chelko CarrieEVP and General Counsel
|
GrantCommon Stock | 7,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005238 · form4.xml · nonDerivative · entry 5 Chelko Carrie · CIK 0001884039 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,595.43 F5 · shares: On March 10, 2025, the reporting person was granted 7,057 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:47 UTC |
Chelko CarrieEVP and General Counsel
|
Tax withholdingCommon Stock | 1,526.75 | $81.19 | $123,956.83 |
DisclosureSEC source: 0001062993-25-005238 · form4.xml · nonDerivative · entry 4 Chelko Carrie · CIK 0001884039 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,538.43 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:47 UTC |
Chelko CarrieEVP and General Counsel
|
Tax withholdingCommon Stock | 1,721.91 | $81.19 | $139,801.87 |
DisclosureSEC source: 0001062993-25-005238 · form4.xml · nonDerivative · entry 3 Chelko Carrie · CIK 0001884039 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,065.18 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:47 UTC |
Chelko CarrieEVP and General Counsel
|
Tax withholdingCommon Stock | 7,923.07 | $81.19 | $643,274.05 |
DisclosureSEC source: 0001062993-25-005238 · form4.xml · nonDerivative · entry 2 Chelko Carrie · CIK 0001884039 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,787.09 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:47 UTC |
Chelko CarrieEVP and General Counsel
|
Tax withholdingCommon Stock | 1,819.61 | $81.19 | $147,734.14 |
DisclosureSEC source: 0001062993-25-005238 · form4.xml · nonDerivative · entry 1 Chelko Carrie · CIK 0001884039 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,710.16 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:20 UTC |
Romine ScottPresident and CEO, JNLD
|
SaleCommon Stock | 7,000 | $84.43 | $591,010.00 |
DisclosureSEC source: 0001062993-25-005037 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,276.46 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.40 to $84.60, inclusive. The reporting person undertakes to provide Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Scott Romine & Penny Romine TTEE Eleven D Six Trust U/A 8/25/23. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:15 UTC |
Smith Craig DonaldCEO, Pres & CIO PPM America
|
SaleCommon Stock | 3,573 | $82.89 | $296,165.97 |
DisclosureSEC source: 0001062993-25-003464 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, Pres & CIO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,818.76 F1 · 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 $82.89. 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: Shares were sold by the 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 |
| January 31, 2025 Filed Feb 4, 2025 21:15 UTC |
Anderson Craig A.SVP and Controller
|
Grantrestricted share units · Derivative | 1,505.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001629 · form4.xml · derivative · entry 1 Anderson Craig A. · CIK 0002026313 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,514.22 Underlying: Common Stock · 1,505.64 shares Expires not disclosed F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025, and are subject to the reporting person's continued employment by the Company. Upon vesting, these will settle in cash. F2 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of JFI common stock. F2 · kind: Each restricted share unit represents a contingent right to receive one share of JFI common stock. F2 · shares: Each restricted share unit represents a contingent right to receive one share of JFI common stock. F2 · derivative.exercise_date: Each restricted share unit represents a contingent right to receive one share of JFI common stock. F2 · derivative.expiration_date: Each restricted share unit represents a contingent right to receive one share of JFI common stock. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:16 UTC |
Cummings Don WEVP and CFO
|
GrantCommon Stock | 8,356.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001633 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,393.63 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:20 UTC |
Smith Craig DonaldCEO, CIO & Pres PPM America
|
GrantCommon Stock | 31,620.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001640 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,391.76 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:19 UTC |
Romine ScottPresident and CEO, JNLD
|
GrantCommon Stock | 29,362.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001639 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,276.46 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:18 UTC |
Raub ChristopherEVP and Chief Risk Officer
|
Grantrestricted share units · Derivative | 3,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001638 · form4.xml · derivative · entry 1 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,934.02 Underlying: Common Stock · 3,274 shares Expires not disclosed F1 · derivative.exercise_price: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025. Upon vesting, these will settle in cash. F2 · kind: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:17 UTC |
Ganguly Devkumar DilipEVP & Chief Operating Officer
|
GrantCommon Stock | 19,876.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001635 · form4.xml · nonDerivative · entry 1 Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,806.6 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025, and are subject to the reporting person's continued employment by the Company. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:16 UTC |
Chelko CarrieEVP, General Counsel
|
GrantCommon Stock | 18,520.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001631 · form4.xml · nonDerivative · entry 1 Chelko Carrie · CIK 0001884039 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,529.77 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025, and are subject to the reporting person's continued employment by the Company. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:18 UTC |
Prieskorn Laura LoueneDirector · CEO, President and Director
|
GrantCommon Stock | 110,222.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001637 · 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: 468,638.22 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:23 UTC |
Anderson Craig A.SVP and Controller
|
GrantRestricted Share Units · Derivative | 37.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021142 · form4.xml · derivative · entry 4 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 · 37.29 shares Expires not disclosed F2 · 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 on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F5 · kind: 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 on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F5 · shares: 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 on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. 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 on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. 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 on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:23 UTC |
Anderson Craig A.SVP and Controller
|
GrantRestricted Share Units · Derivative | 23.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021142 · form4.xml · derivative · entry 3 Anderson Craig A. · CIK 0002026313 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,971.29 Underlying: Common Stock · 23.03 shares Expires not disclosed F2 · 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 on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F4 · kind: 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 on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F4 · shares: 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 on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. 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 on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. 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 on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:23 UTC |
Anderson Craig A.SVP and Controller
|
GrantRestricted Share Units · Derivative | 12.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021142 · form4.xml · derivative · entry 2 Anderson Craig A. · CIK 0002026313 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,948.26 Underlying: Common Stock · 12.13 shares Expires not disclosed F2 · security: Each restricted share unit represents a contingent right to receive one share of JFI common stock. F3 · 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 on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F3 · kind: 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 on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F3 · shares: 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 on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F3 · 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 on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. F3 · 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 on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date with distribution settled in cash. 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.