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Cummings Don W

Disclosed activity across 1 company

Tapewire entity
34750
SEC CIK
0001575566

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jackson Financial Inc.JXN · Entity 3581EVP and CFOSeptember 24, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect72,000.64 Reported balance After 2026-09-24 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeDirect72,013.88 Reported balance After 2026-09-24 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeDirect72,059.18 Reported balance After 2026-09-24 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeDirect72,119.63 Reported balance After 2026-09-24 transaction · row 4 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 31, 2025 Filed Feb 4, 2025 21:16 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 8,356.42 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-001633 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,393.63

F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021144 · form4.xml · nonDerivative · entry 6

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,036.21

F6 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on September 10, 2024, as a Mid-Cycle Award, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 74.58 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021144 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,990.54

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 70.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021144 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,915.96

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 33 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021144 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,845.29

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 51.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021144 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,812.29

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 14.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021144 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,761.1

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
November 21, 2024 Filed Nov 25, 2024 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 298.19 $98.89 $29,488.01
Disclosure

SEC source: 0001062993-24-019622 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,746.62

F3 · kind: The reported transaction reflects the withholding of 298.19 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, 2024 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible.

Read SEC document
November 21, 2024 Filed Nov 25, 2024 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 139.23 $98.89 $13,768.45
Disclosure

SEC source: 0001062993-24-019622 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,044.81

F2 · kind: The reported transaction reflects the withholding of 139.23 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 21, 2024 Filed Nov 25, 2024 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 61.09 $98.89 $6,041.19
Disclosure

SEC source: 0001062993-24-019622 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,184.04

F1 · kind: The reported transaction reflects the withholding of 61.09 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, 2022 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible.

Read SEC document
September 19, 2024 Filed Sep 23, 2024 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 69.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016923 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,245.13

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
September 19, 2024 Filed Sep 23, 2024 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 68.09 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016923 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,175.65

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
September 19, 2024 Filed Sep 23, 2024 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 31.79 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016923 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,107.56

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
September 19, 2024 Filed Sep 23, 2024 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 47.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016923 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,075.77

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
September 19, 2024 Filed Sep 23, 2024 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 13.95 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016923 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,028.08

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 18:15 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 5,632 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016510 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,014.13

F1 · shares: The Mid-Cycle Restricted Share Unit Award was granted on September 10, 2024. 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, 2025, the next third vesting on the two-year anniversary, September 10, 2026, and the remaining third vesting on the third anniversary, September 10, 2027, subject to continued employment through such dates.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 18:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 87.21 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012965 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,382.13

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 18:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 85.46 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012965 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,294.92

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 18:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 39.9 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012965 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,209.46

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 18:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 59.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012965 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,169.56

F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 18:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 17.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012965 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,109.71

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
June 06, 2024 Filed Jun 7, 2024 12:02 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 1,381 $72.49 $100,108.69
Disclosure

SEC source: 0001062993-24-012141 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,092.2

Read SEC document
June 05, 2024 Filed Jun 7, 2024 12:02 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 1,445 $72.70 $105,051.50
Disclosure

SEC source: 0001062993-24-012141 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,711.2

Read SEC document
April 04, 2024 Filed Apr 8, 2024 19:00 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 4,143.23 $66.02 $273,536.04
Disclosure

SEC source: 0001062993-24-008150 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,266.2

F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the October 4, 2021 Performance Share Unit Award. 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
April 04, 2024 Filed Apr 8, 2024 19:00 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,071.22 $66.02 $70,721.94
Disclosure

SEC source: 0001062993-24-008150 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,409.43

F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the October 4, 2021 Restricted Share Unit Award. 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 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 94.92 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 7

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,480.65

F7 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 93.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 6

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,385.73

F6 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 43.43 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,292.7

F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 65.15 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,249.27

F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 19.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,184.12

F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 106.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,165.06

F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 27.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007027 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,058.38

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 8,946 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006278 · form4.xml · nonDerivative · entry 5

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,030.82

F5 · shares: March 10, 2024 Retention award of Restricted Share Units ("RSUs") that vest over two years in two installments, where the first half vests on the one-year anniversary of the grant date, March 10, 2025, and the remainder vests on the two-year anniversary of the grant date, March 10, 2026.

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March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 8,767 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006278 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,084.82

F4 · shares: March 10, 2024 annual award of Restricted Share Units ("RSUs") that vest in three installments, where the first third vests on the one-year anniversary of the grant date, March 10, 2025, the next third vests on the two-year anniversary of the grant date, March 10, 2026, and the remainder vests on the three-year anniversary of the grant date, March 10, 2027.

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March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 685.69 $59.00 $40,455.71
Disclosure

SEC source: 0001062993-24-006278 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,317.82

F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the first tranche of the 2023 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

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March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 2,057.07 $59.00 $121,367.13
Disclosure

SEC source: 0001062993-24-006278 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,003.51

F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of 50% of the 2023 Retention Award of Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

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March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 601.99 $59.00 $35,517.41
Disclosure

SEC source: 0001062993-24-006278 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,060.58

F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the second tranche of the 2022 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

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February 01, 2024 Filed Feb 5, 2024 22:10 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 10,053.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001992 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,662.57

F1 · security: 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 and the reporting person's continued employment by the Company. Upon vesting, these will settle in shares.

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December 14, 2023 Filed Dec 18, 2023 21:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 73.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022751 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,609.01

F4 · 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 part of the March 2023 Annual Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

F5 · 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.

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December 14, 2023 Filed Dec 18, 2023 21:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 147.78 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022751 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,530.91

F3 · 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 part of the March 2023 Retention Restricted Share Unit Award. These RSUs vest over two years, where the first half vests on the one-year anniversary of the grant date, March 10, 2024, and the remaining half vests on the two-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

F5 · 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.

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December 14, 2023 Filed Dec 18, 2023 21:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 43.22 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022751 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,374.69

F2 · 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 part of the March 2022 Annual Grant. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

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December 14, 2023 Filed Dec 18, 2023 21:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 31.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022751 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,331.47

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 part of the October 2021 Annual Grant. The underlying RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed and fractional shares are applied to shares withheld to cover tax obligations.

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October 11, 2023 Filed Oct 11, 2023 21:12 UTC Jackson Financial Inc. JXN · Entity 3581 SaleCommon Stock 1,555 $38.12 $59,276.60
Disclosure

SEC source: 0001062993-23-019248 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,300.21

F1 · kind: The sale was effected pursuant to, and is the last order under, a Rule 10b5-1 Plan, which was adopted by the reporting person on November 29, 2022.

F2 · ownership.direct: Shares held in a personal brokerage account in the name of reporting person and his spouse.

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October 04, 2023 Filed Oct 6, 2023 20:01 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,010.25 $36.35 $36,722.59
Disclosure

SEC source: 0001062993-23-019131 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP, Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,855.21

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

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September 14, 2023 Filed Sep 18, 2023 22:53 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 93.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018196 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,865.46

F4 · security: 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 part of the March 2023 Annual Grant of 5,747 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

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September 14, 2023 Filed Sep 18, 2023 22:53 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 186.38 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018196 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,772.27

F3 · security: 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 part of the March 2023 Retention Restricted Share Unit Award of 11,494 RSUs. These RSUs vest over two years, where the first half vests on the one-year anniversary of the grant date, March 10, 2024, and the remaining half vests on the two-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

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September 14, 2023 Filed Sep 18, 2023 22:53 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 54.54 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018196 · form4.xml · nonDerivative · entry 2

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,585.89

F2 · security: 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 part of the March 2022 Annual Grant of 4,729 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

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September 14, 2023 Filed Sep 18, 2023 22:53 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 78.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018196 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,531.35

F1 · security: 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 part of the October 2021 Annual Grant of 6,751 RSUs. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vests on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

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June 15, 2023 Filed Jun 20, 2023 21:18 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 119.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013863 · form4.xml · nonDerivative · entry 4

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,452.46

F4 · security: 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 part of the March 2023 Annual Grant of 5,747 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

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June 15, 2023 Filed Jun 20, 2023 21:18 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 238.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013863 · form4.xml · nonDerivative · entry 3

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,333.43

F3 · security: 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 part of the March 2023 Retention Restricted Share Unit Award of 11,494 RSUs. These RSUs vest over two years, where the first half vests on the one-year anniversary of the grant date, March 10, 2024, and the remaining half vests on the two-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.