Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | EVP JFI; CEO PPM America | September 24, 2026 | September 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Jackson Financial Inc.
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,594.66 |
Reported balance
After 2026-09-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 18.27 · Balance 37,594.66 F1: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 37,619.95 |
Reported balance
After 2026-09-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-24 · Grant · Acquired 25.29 · Balance 37,619.95 F2: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 37,638.9 |
Reported balance
After 2026-09-24 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-24 · Grant · Acquired 18.95 · Balance 37,638.9 F3: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 37,691.79 |
Reported balance
After 2026-09-24 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-09-24 · Grant · Acquired 52.89 · Balance 37,691.79 F4: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 37,693.82 |
Reported balance
After 2026-09-24 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-09-24 · Grant · Acquired 2.03 · Balance 37,693.82 F5: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.
F2: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.
F3: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025.
F4: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026.
F5: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2026.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 28, 2026 20:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 2.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000146 · form4.xml · nonDerivative · entry 5 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,693.82 F5 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2026. Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 20:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 52.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000146 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,691.79 F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026. Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 20:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 18.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000146 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,638.9 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 20:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 25.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000146 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,619.95 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 20:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 18.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000146 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,594.66 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 19:08 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000134 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,576.39 F3 · shares: Reflects the September 10, 2026 Mid-cycle grant of restricted share units, which vest on a 1:1 basis in three equal tranches beginning on the first anniversary of the grant date. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 19:08 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 4,153.7 | $138.36 | $574,705.93 |
DisclosureSEC source: 0001822993-26-000134 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,282.39 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned September 10, 2023, 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 |
| September 10, 2026 Filed Sep 14, 2026 19:08 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 723.71 | $138.36 | $100,132.52 |
DisclosureSEC source: 0001822993-26-000134 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,436.09 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the September 10, 2023, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 20:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,000 | $130.69 | $653,450.00 |
DisclosureSEC source: 0001822993-26-000128 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,159.8 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.41 to $130.76, inclusive. The reporting person undertakes to provide upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 64.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000111 · form4.xml · nonDerivative · entry 6 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,159.8 F6 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 22.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000111 · form4.xml · nonDerivative · entry 5 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,095.67 F5 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 30.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000111 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,072.69 F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 22.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000111 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,042.02 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 95.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000111 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,019.87 F2 · security: Acquired dividend equivalents in the form of restricted share units (former certified performance share units) that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 14.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000111 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,923.95 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023. Read SEC document |
| May 09, 2026 Filed May 12, 2026 17:45 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 366.76 | $109.64 | $40,211.57 |
DisclosureSEC source: 0001822993-26-000076 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · EVP JFI; CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,909.5 F1 · kind: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the May 9, 2025, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 63.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000064 · form4.xml · nonDerivative · entry 6 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,276.26 F6 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 34.34 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000064 · form4.xml · nonDerivative · entry 5 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,212.37 F5 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 30.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000064 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,178.03 F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 22.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000064 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,147.48 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 95.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000064 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,125.42 F2 · security: Acquired dividend equivalents in the form of performance share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 14.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000064 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,029.86 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionrestricted share units · Derivative | 4,179.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · derivative · entry 9 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,179.18 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, 2023, 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, 2023, 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, 2023, 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, 2023, 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, 2023, 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, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionrestricted share units · Derivative | 2,836.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · derivative · entry 8 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,179.17 Underlying: Common Stock · 2,836.37 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of the third and final 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. F1 · kind: Reflects the vesting of the third and final 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. F1 · shares: Reflects the vesting of the third and final 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. F1 · derivative.exercise_date: Reflects the vesting of the third and final 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. F1 · derivative.expiration_date: Reflects the vesting of the third and final 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, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 7,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 7 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,015.46 F7 · shares: Reflects the March 10, 2026, annual grant of restricted share units which vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 758.59 | $108.87 | $82,587.69 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 6 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,494.46 F6 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2025, 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, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,095.22 | $108.87 | $119,236.60 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 5 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,253.05 F5 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second 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, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 4,179.18 | $108.87 | $454,987.33 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,348.27 F4 · shares: Reflects the cash settlement of 4179.18 converted earned March 10, 2023, performance share units and related converted dividend equivalents. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 4,179.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,527.45 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, 2023, 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, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 2,836.37 | $108.87 | $308,795.60 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,348.27 F3 · shares: Reflects the cash settlement of 2836.37 converted shares awarded as part of the March 10, 2023, restricted share units and related converted dividend equivalents. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 2,836.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000035 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,184.64 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, 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 |
| February 02, 2026 Filed Feb 4, 2026 21:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | Grantrestricted share units · Derivative | 4,179.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000012 · form4.xml · derivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,015.54 Underlying: Common Stock · 4,179.18 shares Expires not disclosed F2 · derivative.exercise_price: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award that cliff vest on March 10, 2026. Upon vesting, shares will settle in cash. F3 · kind: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F3 · shares: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 11,248.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000012 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,348.27 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Mid-cycle Performance Share Unit Award ("PSU") that cliff vest on September 10, 2026. The PSUs will convert 1:1 into common stock. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 20.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000128 · form4.xml · derivative · entry 5 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,836.36 Underlying: Common Stock · 20.96 shares Expires not disclosed F5 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. F5 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. F5 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 29.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,100.04 F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 39.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,070.17 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 38.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,030.3 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 12.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000128 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,991.91 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 170.54 | $91.82 | $15,658.98 |
DisclosureSEC source: 0001822993-25-000098 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,979.38 F2 · kind: Reflects the withholding of shares of common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units granted as part of the May 9, 2025 off-cycle grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 227.57 | $91.82 | $20,895.48 |
DisclosureSEC source: 0001822993-25-000098 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,149.92 F1 · kind: Reflects the withholding of shares of common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units granted as part of the March 10, 2025 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 21.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000065 · form4.xml · derivative · entry 5 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,815.4 Underlying: Common Stock · 21.87 shares Expires not disclosed F5 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. F5 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. F5 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 32.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000065 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,377.49 F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 43.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000065 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,344.99 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 40.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000065 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,301.63 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 13.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000065 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,261.57 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2023. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 702.2 | $96.87 | $68,022.11 |
DisclosureSEC source: 0001062993-25-015592 · form4.xml · nonDerivative · entry 1 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,248.5 F1 · shares: Reflects shares withheld to cover the reporting person's tax obligation upon vesting, on a 1:1 basis, of the second tranche of the September 10, 2023, restricted share unit award. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | Grantrestricted share units · Derivative | 24.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012287 · form4.xml · derivative · entry 5 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,793.53 Underlying: Common Stock · 24.98 shares Expires not disclosed F5 · derivative.exercise_price: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. F5 · derivative.exercise_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. F5 · derivative.expiration_date: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 37.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 4 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,950.7 F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on May 9, 2025. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 49.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 3 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,913.58 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 45.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012287 · form4.xml · nonDerivative · entry 2 Raub Christopher · CIK 0001977482 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,864.05 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.