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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

Insider transactions

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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 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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March 07, 2025 Filed Mar 10, 2025 20:20 UTC
Romine ScottPresident and CEO, JNLD
SaleCommon Stock 7,000 $84.43 $591,010.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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January 31, 2025 Filed Feb 4, 2025 21:16 UTC
Cummings Don WEVP and CFO
GrantCommon Stock 8,356.42 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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January 31, 2025 Filed Feb 4, 2025 21:19 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 29,362.32 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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January 31, 2025 Filed Feb 4, 2025 21:16 UTC
Chelko CarrieEVP, General Counsel
GrantCommon Stock 18,520.07 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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.