Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | EVP and CFO | 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 | 72,000.64 |
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 21.31 · Balance 72,000.64 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 | 72,013.88 |
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 13.24 · Balance 72,013.88 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 September 10, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 72,059.18 |
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 45.3 · Balance 72,059.18 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 March 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 72,119.63 |
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 60.45 · Balance 72,119.63 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. |
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 September 10, 2024.
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 March 10, 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.
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 20:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 60.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000144 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,119.63 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 20:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 45.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000144 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,059.18 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 24, 2026 Filed Sep 28, 2026 20:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 13.24 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000144 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,013.88 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 September 10, 2024. Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 20:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 21.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000144 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,000.64 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 19:07 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 736.12 | $138.36 | $101,849.56 |
DisclosureSEC source: 0001822993-26-000133 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,979.33 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the September 10, 2024, 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 |
| June 25, 2026 Filed Jun 29, 2026 19:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 73.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000109 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,715.45 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 |
| June 25, 2026 Filed Jun 29, 2026 19:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 54.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000109 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,642.16 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 25, 2026 Filed Jun 29, 2026 19:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 32.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000109 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,587.24 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 September 10, 2024. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:14 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 25.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000109 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,555.15 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 |
| March 26, 2026 Filed Mar 30, 2026 16:33 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 73.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000062 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,529.32 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 |
| March 26, 2026 Filed Mar 30, 2026 16:33 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 54.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000062 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,456.3 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 |
| March 26, 2026 Filed Mar 30, 2026 16:33 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 31.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000062 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,401.58 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 September 10, 2024. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:33 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 25.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000062 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,369.61 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 |
| March 10, 2026 Filed Mar 12, 2026 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 8,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000033 · form4.xml · nonDerivative · entry 6 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,343.87 F6 · 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 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,238.98 | $108.87 | $134,887.75 |
DisclosureSEC source: 0001822993-26-000033 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,748.87 F5 · 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 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,957.74 | $108.87 | $213,139.15 |
DisclosureSEC source: 0001822993-26-000033 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,987.85 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the final half of the March 10, 2024, restricted share units ("RSUs") Retention Award. The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,165.55 | $108.87 | $126,893.43 |
DisclosureSEC source: 0001822993-26-000033 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,945.59 F3 · 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 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 5,751.38 | $108.87 | $626,152.74 |
DisclosureSEC source: 0001822993-26-000033 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,111.14 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 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 |
| March 10, 2026 Filed Mar 12, 2026 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 816.33 | $108.87 | $88,873.85 |
DisclosureSEC source: 0001822993-26-000033 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,862.52 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the March 10, 2023, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 14,087.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000010 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,678.85 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award ("PSU") that cliff vest on March 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 | GrantCommon Stock | 71.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,591.47 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 March 10, 2025. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 27.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,520.07 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 September 10, 2024. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 35.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,492.26 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 as a Retention Award. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 44.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,456.82 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 | 15.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000126 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,412.04 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, 2023. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 386.72 | $91.82 | $35,508.63 |
DisclosureSEC source: 0001822993-25-000096 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,396.36 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 March 10, 2025 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 150.64 | $91.82 | $13,831.76 |
DisclosureSEC source: 0001822993-25-000096 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,783.08 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 September 10, 2024 mid-cycle grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 77.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000067 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,933.72 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 March 10, 2025. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 30.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000067 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,856.21 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 September 10, 2024. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 36.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000067 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,826.02 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 as a Retention Award. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 46.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000067 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,789.04 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 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 16.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000067 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,742.32 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, 2023. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 19:52 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 792.42 | $96.87 | $76,761.73 |
DisclosureSEC source: 0001062993-25-015591 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,725.96 F1 · shares: Reflects shares withheld to cover the reporting person's tax obligation upon vesting, on a 1:1 basis, of the first tranche of the September 10, 2024, 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 20:38 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 88.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,518.38 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 March 10, 2025. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:38 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 51.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,429.85 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 September 10, 2024. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:38 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 42.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,378.13 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 as a Retention Award. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:38 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 53.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,335.9 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 |
| June 26, 2025 Filed Jun 30, 2025 20:38 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 18.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012283 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,282.54 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, 2023. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 92.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,263.85 F5 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2025. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 53.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,171.62 F4 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the mid-cycle RSUs grant on September 10, 2024. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,117.73 F3 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the RSU retention award granted on March 10, 2024. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 55.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,073.73 F2 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2024. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 19.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006126 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,018.13 F1 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2023. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 9,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 7 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,998.66 F7 · shares: On March 10, 2025, the reporting person was granted 9,718 restricted share units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,906.09 | $81.19 | $154,755.45 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 6 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,280.66 F6 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first half of the March 10, 2024 restricted share units ("RSUs") Retention Award. The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,135.34 | $81.19 | $92,178.25 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 5 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,186.75 F5 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 795.14 | $81.19 | $64,557.42 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 4 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,322.09 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,616.95 | $81.19 | $212,470.17 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 3 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,117.23 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the final half of the March 10, 2023 restricted share units ("RSUs") Retention Award. The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,961.42 | $81.19 | $240,437.69 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 2 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,734.18 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 19:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 698.03 | $81.19 | $56,673.06 |
DisclosureSEC source: 0001062993-25-005241 · form4.xml · nonDerivative · entry 1 Cummings Don W · CIK 0001575566 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,695.6 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.