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 | 36,514.53 |
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 102.88 · Balance 36,514.53 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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 28, 2026 20:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 102.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000156 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,514.53 F1 · security: 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. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 19:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 124.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000114 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,411.65 F1 · security: 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. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 18:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000088 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,286.91 F1 · security: Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation. The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 16:31 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 109.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-26-000054 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,559.91 F1 · security: 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. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 20:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 10,000 | $108.32 | $1,083,200.00 |
DisclosureSEC source: 0001822993-26-000036 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,450.18 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.15 to $109.03, inclusive. The reporting person undertakes to provide upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 20:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 95.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000118 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,450.18 F1 · security: 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. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:42 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 99.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000072 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,354.71 F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units and unvested restricted stock. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 113.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012261 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,255.1 F1 · security: These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units and unvested restricted stock. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 19:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 2,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-010821 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,141.32 F1 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, as part of the 2025-2026 Annual Director Compensation. The RSUs cliff vest on June 1, 2026, or the next Annual Meeting of Shareholders, whichever comes first. Vested RSUs settle in common stock on a one-for-one basis upon the Director's end of service and any fractional shares will be paid in cash. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 15.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,913.32 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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 1, 2024. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 20.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,897.51 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 Director for the annual equity retainer on June 1, 2024. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 57.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,876.64 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 Director for the annual equity retainer on June 1, 2023. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 3.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006135 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,818.88 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 Director for the annual equity retainer on October 4, 2021. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 13.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021154 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,815.72 F4 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the June 1, 2024 Annual Retainer. The underlying Restricted Share Units ("RSUs") vest quarterly in four equal installments, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and the vested fractional share will be paid out in cash. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 17.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021154 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,802.32 F3 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying equity from the June 1, 2024 Annual Retainer. The Restricted Share Units ("RSUs") cliff vest on June 1, 2025, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and the vested fractional share will be paid out in cash. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 48.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021154 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,784.63 F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Retainer. The underlying Restricted Share Units ("RSUs") and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and the vested fractional share will be paid out in cash. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 2.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021154 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,735.68 F1 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Retainer. The underlying Restricted Share Units ("RSUs") and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and the vested fractional share will be paid out in cash. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 20:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 12.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016916 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,733.01 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 where the Director elected to receive equity in lieu of the cash portion of the June 1, 2024 Annual Director Retainer. The underlying RSUs vest quarterly in four equal installments, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 20:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 16.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016916 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,720.53 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 from the June 1, 2024 Annual Director Retainer. The RSUs fully vest on June 1, 2025, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 20:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 45.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016916 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,704.05 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 from the June 1, 2023 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 20:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 2.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016916 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,658.45 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 from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 19:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 15.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012977 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,655.96 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 where the Director elected to receive equity in lieu of the cash portion of the June 1, 2024 Annual Director Retainer. The underlying RSUs vest quarterly in four equal installments, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 19:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 20.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012977 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,640.3 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 from the June 1, 2024 Annual Director Retainer. The RSUs fully vest on June 1, 2025, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 19:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 57.24 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012977 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,619.62 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 from the June 1, 2023 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 19:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 3.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012977 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,562.38 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 from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:47 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011844 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,559.25 F2 · shares: Reflects Restricted Share Units ("RSUs") granted on June 1, 2024, where the Director elected to receive equity in lieu of the cash portion of the 2024-2025 Annual Director Compensation. The RSUs vest in four equal installments on August 31, 2024, November 30, 2024, February 28, 2025, and May 31, 2025. Upon the Director's end of service, vested RSUs will be freely transferable and any fractional shares will be paid in cash. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:47 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011844 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,935.25 F1 · shares: Reflects Restricted Share Units ("RSUs") granted on June 1, 2024, as part of the 2024-2025 Annual Director Compensation. The RSUs fully vest on June 1, 2025, or the next Annual Meeting of Shareholders, whichever comes first. Upon the Director's end of service, vested RSUs will be freely transferable and any fractional shares will be paid in cash. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:03 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 62.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007036 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,791.25 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 from the June 1, 2023 Annual Director Retainer. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:03 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 3.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007036 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,728.95 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 from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:12 UTC | Jackson Financial Inc. JXN · Entity 3581 | PurchaseCommon Stock | 3,500 | $55.67 | $194,845.00 |
DisclosureSEC source: 0001062993-24-005487 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,725.55 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $55.55 to $55.75, inclusive. Mr. Kirkland undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.direct: Shares purchased in Mr. Kirkland's account, MSSB C/F Derek Kirkland, IRA. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 22:03 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 70.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022779 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,225.55 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 the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 22:03 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 3.86 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022779 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,154.89 F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 19:51 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.14 | $36.35 | $5.09 |
DisclosureSEC source: 0001062993-23-019118 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,151.03 F1 · shares: On October 4, 2023, 2,813 Restricted Shares ("RS") including related dividend equivalents fully vested. The RS were received as part of the October 4, 2021 Annual Director's compensation. The Company paid $4.94 to the reporting person in lieu of vested fractional shares. Upon the Director's separation from service, the vested RS will be freely transferable by the reporting person. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 22:56 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 89.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018206 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,151.17 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 on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 22:56 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 4.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018206 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,061.99 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 on October 4, 2021, as annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 22:56 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 49.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018206 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,057.12 F1 · security: Acquired dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RS. The RS 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. Upon vesting, the RS will settle on a one-for-one basis in shares of common stock and any fractional shares will be paid out in cash. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 113.91 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013840 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,007.82 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 on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 6.22 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013840 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,893.91 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 on October 4, 2021, as annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 62.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013840 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,887.69 F1 · security: Acquired dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RS. The RS 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. Upon vesting, the RS will settle on a one-for-one basis in shares of common stock and any fractional shares will be paid out in cash. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 5,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012963 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,824.72 F1 · security: Reflects Restricted Share Units ("RSUs") granted on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first. Upon the director's termination, vested RSUs will be freely transferable and any fractional shares will be paid in cash. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 21:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.17 | $27.70 | $4.71 |
DisclosureSEC source: 0001062993-23-012788 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,226.72 F1 · shares: On May 31, 2023, the final tranche of Mr. Kirkland's June 9, 2022, Annual Equity in Lieu of Cash Retainer Restricted Shares ("RS") Award vested (938.17 RS). The Company paid $4.81 to Mr. Kirkland in lieu of the vested 0.17 fractional shares. Upon Mr. Kirkland's termination, the vested RS will be freely transferable. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.65 | $30.15 | $19.60 |
DisclosureSEC source: 0001062993-23-011922 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,226.89 F1 · shares: On May 19, 2023, Mr. Kirkland's 2022-2023 Annual Director Retainer Restricted Share Award, granted on June 9, 2022, and related dividend equivalents vested (4,503 Restricted Shares ("RS")). The Company paid $19.75 to Mr. Kirkland in lieu of the vested fractional shares. Upon Mr. Kirkland's termination, vested RS will be freely transferable. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 16.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,227.54 F4 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), 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 elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,568 RS. The RS vest quarterly where 25% fully vested on August 31, 2022, November 30, 2022, and February 28, 2023, and the remaining 25% will vest on May 31, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 79.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,211.06 F3 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RS. The RS 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 vesting, fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 5.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,131.96 F2 · security: Reflects the acquisition on March 23, 2023, 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 annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. 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 |
| March 23, 2023 Filed Mar 27, 2023 23:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 54.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007786 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,126.59 F1 · security: Reflects the acquisition on March 23, 2023, of dividend equivalents in the form of Restricted Shares ("RS"), 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 RS. The RS 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 vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 15:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.7 | $45.38 | $31.77 |
DisclosureSEC source: 0001062993-23-005468 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,072.23 F1 · security: On February 28, 2023, 25% of Mr. Kirkland's Restricted Shares ("RS") and related dividend equivalents vested (921 shares of common stock). The RS originally were granted on June 9, 2022, as part of Mr. Kirkland's 2022-23 Annual Director Compensation Award, since he elected to receive equity in lieu of his cash portion of his annual compensation. The Company paid $31.77 to Mr. Kirkland in lieu of the vested fractional shares. Upon Mr. Kirkland's termination, the vested RS will be freely transferable. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 29.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024116 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,072.93 F4 · security: Reflects the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Shares ("RS"), 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 elected equity in lieu of cash as part of annual director compensation for the "cash portion" of compensation to receive 3,568 RS. The RS vest quarterly where 25% vests on August 31, 2022, November 30, 2022, February 28, 2023, and May 31, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 69.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024116 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,043.81 F3 · security: Reflects the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Shares ("RS"), 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 RS. The RS 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 vesting, fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 4.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024116 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,973.92 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 278 RSUs for service provided from September 13, 2021 to September 30, 2021. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.