Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | Director | 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 | 30,273.93 |
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 207.9 · Balance 30,273.93 F1: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.
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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 19, 2022 21:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 68.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024120 · form4.xml · nonDerivative · entry 2 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,784.01 F2 · security: Reflects the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 96.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024120 · form4.xml · nonDerivative · entry 1 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,715.33 F1 · security: Reflects the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:29 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 72.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019747 · form4.xml · nonDerivative · entry 3 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,619.28 F3 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:29 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 71.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019747 · form4.xml · nonDerivative · entry 2 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,546.61 F2 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vest on the first anniversary of the grant date, October 4, 2022, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:29 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 99.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019747 · form4.xml · nonDerivative · entry 1 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,475.2 F1 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as Director Founder's Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 81.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015136 · form4.xml · nonDerivative · entry 2 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,375.33 F2 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vest on the first anniversary of the grant date, October 4, 2022, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle and any fractional shares will be paid out in cash. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 114.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015136 · form4.xml · nonDerivative · entry 1 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,293.46 F1 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as Director Founder's Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle and any fractional shares will be paid out in cash. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:30 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 4,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014790 · form4.xml · nonDerivative · entry 1 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,178.96 F1 · security: Represents Restricted Share Units ("RSUs") granted on June 9, 2022 as part of the 2022-2023 Annual Director Compensation. The RSUs fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first. Upon the director's termination, the RSUs will settle and any fractional shares will be paid out in cash. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 14:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 50.24 | $44.62 | $2,241.71 |
DisclosureSEC source: 0001062993-22-008597 · form4.xml · nonDerivative · entry 4 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896.96 F4 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 50.24 Restricted Shares Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity as described in footnote 3. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 14:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 70.26 | $44.62 | $3,135.00 |
DisclosureSEC source: 0001062993-22-008597 · form4.xml · nonDerivative · entry 2 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,770.58 F2 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 70.26 Restricted Shares Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity as described in footnote 1. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 53.14 | $37.85 | $2,011.35 |
DisclosureSEC source: 0001062993-21-012811 · form4.xml · derivative · entry 4 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53.14 Underlying: Common Stock · 53.14 shares Expires not disclosed F2 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. F5 · derivative.exercise_price: The Restricted Share Units fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. F5 · derivative.exercise_date: The Restricted Share Units fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. F5 · derivative.expiration_date: The Restricted Share Units fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 74.32 | $37.85 | $2,813.01 |
DisclosureSEC source: 0001062993-21-012811 · form4.xml · derivative · entry 2 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74.32 Underlying: Common Stock · 74.32 shares Expires not disclosed F2 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. F3 · derivative.exercise_price: The Restricted Share Units vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Lawton's continued service through such dates. F3 · derivative.exercise_date: The Restricted Share Units vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Lawton's continued service through such dates. F3 · derivative.expiration_date: The Restricted Share Units vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Lawton's continued service through such dates. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Unit · Derivative | 4,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009297 · form4.xml · derivative · entry 2 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,023 Underlying: Common Stock · 4,023 shares Expires not disclosed F2 · security: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date on October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F2 · derivative.exercise_price: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date on October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F2 · derivative.exercise_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date on October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F2 · derivative.expiration_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date on October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Unit · Derivative | 5,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009297 · form4.xml · derivative · entry 1 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,626 Underlying: Common Stock · 5,626 shares Expires not disclosed F1 · security: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date on October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date on October 4, 2023, subject to Mr. Lawton's continued service through such dates. The RSUs may be paid out in either shares, or cash equal to the Fair Market Value of one share of common stock. F1 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date on October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date on October 4, 2023, subject to Mr. Lawton's continued service through such dates. The RSUs may be paid out in either shares, or cash equal to the Fair Market Value of one share of common stock. F1 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date on October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date on October 4, 2023, subject to Mr. Lawton's continued service through such dates. The RSUs may be paid out in either shares, or cash equal to the Fair Market Value of one share of common stock. F1 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date on October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date on October 4, 2023, subject to Mr. Lawton's continued service through such dates. The RSUs may be paid out in either shares, or cash equal to the Fair Market Value of one share of common stock. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 4,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012811 · form4.xml · derivative · entry 3 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,023 Underlying: Common Stock · 4,023 shares Expires not disclosed F4 · derivative.exercise_price: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in common stock on a 1-1 basis. F4 · derivative.exercise_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in common stock on a 1-1 basis. F4 · derivative.expiration_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs). The RSUs fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. RSUs shall be paid out in common stock on a 1-1 basis. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 5,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012811 · form4.xml · derivative · entry 1 Lawton Drew · CIK 0001605553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,626 Underlying: Common Stock · 5,626 shares Expires not disclosed F1 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Lawton's continued service through such dates. F1 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Lawton's continued service through such dates. F1 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Director's Compensation Committee on September 20, 2021. The RSUs vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Lawton's continued service 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.