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 |
|---|---|---|---|---|---|---|
| March 10, 2024 Filed Mar 12, 2024 20:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 2,646.04 | $59.00 | $156,116.36 |
DisclosureSEC source: 0001062993-24-006280 · 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: 17,324.52 F4 · shares: Reflects the cash settlement of 2646.04 converted shares awarded as part of the 2023 Annual Grant of Restricted Share Units ("RSUs"), including related converted dividend equivalents. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 2,646.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006280 · 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: 19,970.56 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Reflects the vesting of the first tranche of the 2023 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 3,063.29 | $59.00 | $180,734.11 |
DisclosureSEC source: 0001062993-24-006280 · 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: 17,324.52 F3 · shares: Reflects the cash settlement of 3063.29 converted shares awarded as part of the 2022 Annual Grant of Restricted Share Units ("RSUs"), including related converted dividend equivalents. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 3,063.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006280 · 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: 20,387.81 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 second tranche of the 2022 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:12 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 3,957.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001998 · 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: 22,472.6 Underlying: Common Stock · 3,957.69 shares Expires not disclosed F1 · derivative.exercise_price: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. 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 |
| December 14, 2023 Filed Dec 18, 2023 21:37 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 95.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022755 · form4.xml · derivative · entry 4 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,514.91 Underlying: Common Stock · 95.53 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the second third on March 10, 2025, and the remaining third on March 10, 2026. F5 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the second third on March 10, 2025, and the remaining third on March 10, 2026. F5 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the second third on March 10, 2025, and the remaining third on March 10, 2026. F5 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the second third on March 10, 2025, and the remaining third on March 10, 2026. F6 · balance_after: The total reflects adjustments to correct inadvertent errors in the number of shares awarded in the March 10, 2023, equity grant, and subsequent accruals of dividend equivalent units in March, June, and September, the number of RSUs that vested on an accelerated basis on November 29, 2023, and the number of shares withheld on that date. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:37 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 73.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022755 · form4.xml · derivative · entry 3 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,414.28 Underlying: Common Stock · 73.73 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third on March 10, 2025. F4 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third on March 10, 2025. F4 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third on March 10, 2025. F4 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third on March 10, 2025. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:37 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 53.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022755 · form4.xml · derivative · entry 2 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,340.55 Underlying: Common Stock · 53.55 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vested on October 4, 2023, and the remaining third vests on April 4, 2024. F3 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vested on October 4, 2023, and the remaining third vests on April 4, 2024. F3 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vested on October 4, 2023, and the remaining third vests on April 4, 2024. F3 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vested on October 4, 2023, and the remaining third vests on April 4, 2024. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:37 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 58.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022755 · 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: 17,324.52 F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the September 2023 Mid-Cycle Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, September 10, 2024, the next third vests on the two-year anniversary of the grant date, September 10, 2025, and the remaining third vests on the three-year anniversary of the the grant date, September 10, 2026. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 22:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionRestricted Share Units · Derivative | 254.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021737 · form4.xml · derivative · entry 3 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,287 Underlying: Common Stock · 254.97 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: On March 10, 2023, the reporting person received 7,672 Restricted Share Units ("RSUs") and dividend equivalents, which convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On March 10, 2023, the reporting person received 7,672 Restricted Share Units ("RSUs") and dividend equivalents, which convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: On March 10, 2023, the reporting person received 7,672 Restricted Share Units ("RSUs") and dividend equivalents, which convert into common stock on a one-for-one basis. F1 · derivative.underlying_shares: On March 10, 2023, the reporting person received 7,672 Restricted Share Units ("RSUs") and dividend equivalents, which convert into common stock on a one-for-one basis. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 22:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 254.97 | $47.02 | $11,988.69 |
DisclosureSEC source: 0001062993-23-021737 · 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: 17,265.53 F2 · kind: The reported transaction reflects the withholding of 254.97 shares of common stock issued upon the accelerated vesting, on a one-for-one basis, of an equal number of Restricted Share Units ("RSUs") granted as part of the March 10, 2023 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 22:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 254.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021737 · 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: 17,520.5 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 · price: On March 10, 2023, the reporting person received 7,672 Restricted Share Units ("RSUs") and dividend equivalents, which convert into common stock on a one-for-one basis. F1 · balance_after: On March 10, 2023, the reporting person received 7,672 Restricted Share Units ("RSUs") and dividend equivalents, which convert into common stock on a one-for-one basis. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionRestricted Share Units · Derivative | 4,395.51 | $36.35 | $159,776.79 |
DisclosureSEC source: 0001062993-23-019134 · form4.xml · derivative · entry 3 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,541.97 Underlying: Common Stock · 4,395.51 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 second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis. F1 · kind: Reflects the vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On October 4, 2021, the reporting person was granted 11,956 restricted stock units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On October 4, 2021, the reporting person was granted 11,956 restricted stock units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 4,395.51 | $36.35 | $159,776.79 |
DisclosureSEC source: 0001062993-23-019134 · 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: 17,265.53 F4 · kind: Reflects the cash settlement of 4,395.51 converted shares awarded as part of the 2021 Annual RSU Grant, including related converted dividend equivalents. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 4,395.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-019134 · 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: 21,661.04 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 · kind: Reflects the vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 124.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018199 · form4.xml · derivative · entry 3 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,937.48 Underlying: Common Stock · 124.41 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. F4 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. F4 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. F4 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 93.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018199 · form4.xml · derivative · entry 2 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,813.07 Underlying: Common Stock · 93.05 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. F3 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. F3 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. F3 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 135.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018199 · 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: 22,720.02 Underlying: Common Stock · 135.16 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. F2 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. F2 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. F2 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Read SEC document |
| September 10, 2023 Filed Sep 12, 2023 16:05 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 4,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017934 · 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: 17,265.53 F1 · security: The Mid Cycle Restricted Share Unit Award was granted on September 10, 2023. The Restricted Share Units vest on a 1 for 1 basis over three years in equal installments with the first third vesting on the one-year anniversary of the grant date, September 10, 2024, the next third vesting on the two-year anniversary, September 10, 2025, and the remaining third vesting on the third anniversary, September 10, 2026, subject to continued employment through such dates. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 158.9 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013861 · form4.xml · derivative · entry 3 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,584.86 Underlying: Common Stock · 158.9 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. F4 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. F4 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. F4 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the next third on March 10,2025, and the remaining third vests on March 10, 2026, subject to continued employment through such dates. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 118.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013861 · form4.xml · derivative · entry 2 Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,425.96 Underlying: Common Stock · 118.85 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. F3 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. F3 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. F3 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third vests on March 10, 2025, subject to continued employment through such dates. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 172.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013861 · 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: 22,307.11 Underlying: Common Stock · 172.64 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JFI common stock. F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. F2 · shares: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. F2 · derivative.exercise_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. F2 · derivative.expiration_date: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vests on October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. 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.