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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 19, 2022 21:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 48.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024116 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,969.17 F1 · 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 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 |
| November 30, 2022 Filed Dec 2, 2022 15:34 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.14 | $37.35 | $5.23 |
DisclosureSEC source: 0001062993-22-023131 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,921.14 F1 · shares: On November 30, 2022, 25% of Mr. Kirkland's Restricted Shares ("RS") and related dividend equivalents vested (907 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 $5.13 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 |
| October 04, 2022 Filed Oct 5, 2022 21:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.47 | $31.78 | $14.94 |
DisclosureSEC source: 0001062993-22-020567 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,921.28 F2 · shares: On October 4, 2022, 2,992.47 Restricted Shares ("RS") vested, reflecting 50% of the RS and 50% of the related dividend equivalents from the Director Founders' Award granted on October 4, 2021. The remaining 50% of the RS (and related dividend equivalents) will vest on October 4, 2023. The Company paid $15.09 to the reporting person in lieu of the vested fractional shares. Upon the Director's termination, the vested RS will be freely transferable by the reporting person. Read SEC document |
| October 04, 2022 Filed Oct 5, 2022 21:22 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 0.94 | $31.78 | $29.87 |
DisclosureSEC source: 0001062993-22-020567 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,921.75 F1 · shares: On October 4, 2022, 3,983.94 Restricted Shares ("RS") and 100% of the related dividend equivalents fully vested. The RS were received as part of annual director compensation on October 4, 2021. The Company paid $29.81 to the reporting person in lieu of vested fractional shares. Upon the Director's termination, the vested RS will be freely transferable by the reporting person. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 45.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019746 · form4.xml · nonDerivative · entry 5 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,922.69 F5 · security: Reflects the acquisition on September 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 over 12 months, 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 |
| September 15, 2022 Filed Sep 19, 2022 23:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 72.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019746 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,877.28 F4 · security: Reflects the acquisition on September 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 |
| September 15, 2022 Filed Sep 19, 2022 23:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 66.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019746 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,804.61 F3 · security: Reflects the acquisition on September 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 October 4, 2021, as part of annual director compensation, where the Director received 3,745 RS for service provided from October 1, 2021 to May 31, 2022. The RS fully vest on the first anniversary of the grant date, October 4, 2022, 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 be settled in shares. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 4.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019746 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,738.13 F2 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs fully vest on the first anniversary of the grant date, October 4, 2022, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle in shares and any fractional shares will be paid out in cash. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 99.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019746 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,733.2 F1 · security: Reflects the acquisition on September 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 October 4, 2021, as Director Founder's Award of 5,626 RS. The RS vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Upon the Director's termination, the RS will settle in shares. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 76.22 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015133 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,633.33 F3 · security: Reflects the acquisition on June 16, 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 recipient on October 4, 2021 as part of annual director compensation, where the Director received 3,745 RS for service provided from October 1, 2021-May 31, 2022. The RS fully vest on the first anniversary of the grant date, October 4, 2022, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 5.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015133 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,557.11 F2 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSU"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021-September 30, 2021. The RSUs fully vest on the first anniversary of the grant date, October 4, 2022, subject to the Director's continued service through such date. Upon the Director's termination, the RSUs will settle and any fractional shares will be paid out in cash. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:13 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 114.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015133 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,551.45 F1 · security: Reflects the acquisition on June 16, 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 recipient on October 4, 2021 as Director Founder's Award of 5,626 RS. The RS vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023, subject to the Director's continued service through such date. Upon vesting, any fractional shares will be paid out in cash. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 21:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 3,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014812 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,436.95 F2 · security: Represents Restricted Shares ("RS") granted on June 9, 2022 where the Director elected to receive equity in lieu of the cash portion of the 2022-2023 Annual Director Compensation. The RS vest in four equal installments over a 12-month period, where the first vests on August 31, 2022, the second vests on November 30, 2022, the third vests on February 28, 2023 and the fourth vests on May 31, 2023. Upon vesting, fractional shares will be paid out in cash. F3 · balance_after: The total amount beneficially owned has been adjusted to reflect the subtraction of .69 fractional shares that were paid out in cash for Restricted Shares ("RS") that vested on December 31, 2021, March 31, 2022 and May 31, 2022. The RS were granted on October 4, 2021 as part of the 2021-2022 Annual Director Restricted Share Award where the director elected to receive equity in lieu of the cash portion. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 21:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 4,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014812 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,869.64 F1 · security: Represents Restricted Shares ("RS") granted on June 9, 2022 as part of the 2022-2023 Annual Director Compensation. The RS fully vest on June 9, 2023, or the next Annual Meeting of Shareholders, whichever comes first. Upon vesting, fractional shares will be paid out in cash. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 14:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 3.47 | $44.62 | $154.83 |
DisclosureSEC source: 0001062993-22-008601 · form4.xml · nonDerivative · entry 8 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,087.64 F8 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 3.47 Restricted Shares Units ("RSUs") as described in footnote 7, which are subject to the same terms and conditions as the underlying equity. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 14:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 46.77 | $44.62 | $2,086.88 |
DisclosureSEC source: 0001062993-22-008601 · form4.xml · nonDerivative · entry 6 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,802.5 F6 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 46.77 Restricted Shares ("RS") described in footnote 5, which are subject to the same terms and conditions as the underlying equity. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 14:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 24.4 | $44.62 | $1,088.73 |
DisclosureSEC source: 0001062993-22-008601 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,961.26 F4 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 24.40 Restricted Shares ("RS") on the remaining RS described in footnote 3, as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 41.28 RS on the total granted RS, which are subject to the same terms and conditions as the underlying equity. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 14:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 70.26 | $44.62 | $3,135.00 |
DisclosureSEC source: 0001062993-22-008601 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,770.58 F2 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 70.26 Restricted Shares ("RS"), as described in footnote 1, which are subject to the same terms and conditions as the underlying equity. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:32 UTC | Jackson Financial Inc. JXN · Entity 3581 | PurchaseCommon Stock | 1,000 | $38.63 | $38,630.00 |
DisclosureSEC source: 0001062993-21-012948 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 19,161.07 F3 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $38.55 to $38.71, inclusive. Mr. Kirkland undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote. F2 · ownership.direct: These shares are held by The Kirkland Family Trust DTD 3/26/10, where Mr. Kirkland and his spouse are grantors, beneficiaries and trustees. F2 · ownership.nature: These shares are held by The Kirkland Family Trust DTD 3/26/10, where Mr. Kirkland and his spouse are grantors, beneficiaries and trustees. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:32 UTC | Jackson Financial Inc. JXN · Entity 3581 | PurchaseCommon Stock | 5,500 | $38.05 | $209,275.00 |
DisclosureSEC source: 0001062993-21-012948 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 18,161.07 F1 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $37.53 to $38.40, inclusive. Mr. Kirkland undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote. F2 · ownership.direct: These shares are held by The Kirkland Family Trust DTD 3/26/10, where Mr. Kirkland and his spouse are grantors, beneficiaries and trustees. F2 · ownership.nature: These shares are held by The Kirkland Family Trust DTD 3/26/10, where Mr. Kirkland and his spouse are grantors, beneficiaries and trustees. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 3.67 | $37.85 | $138.91 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · derivative · entry 8 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3.67 Underlying: Common Stock · 3.67 shares Expires not disclosed F8 · security: Acquired Restricted Share Unit due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. F9 · derivative.exercise_price: The Restricted Share Units will fully vest on the one year anniversary of the Grant Date, October 4, 2022. F9 · shares: The Restricted Share Units will fully vest on the one year anniversary of the Grant Date, October 4, 2022. F9 · derivative.exercise_date: The Restricted Share Units will fully vest on the one year anniversary of the Grant Date, October 4, 2022. F9 · derivative.expiration_date: The Restricted Share Units will fully vest on the one year anniversary of the Grant Date, October 4, 2022. F9 · derivative.underlying_shares: The Restricted Share Units will fully vest on the one year anniversary of the Grant Date, October 4, 2022. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 49.47 | $37.85 | $1,872.44 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · nonDerivative · entry 6 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,661.07 F6 · security: Acquired Restricted Shares due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. The Restricted Shares fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 41.28 | $37.85 | $1,562.45 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · nonDerivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,866.6 F4 · security: Acquired Restricted Shares due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. Restricted Shares vest over eight months with three-eighths vesting on December 31, 2021, the next three-eighths vesting on March 31, 2022, and the remaining two-eighths vesting on May 31, 2022, subject to the Director's continued service through such dates. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 74.32 | $37.85 | $2,813.01 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700.32 F2 · security: Acquired Restricted Shares due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. The Restricted Shares vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Kirkland's continued service through such dates. Read SEC document |
| December 09, 2021 Filed Dec 15, 2021 22:32 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 3.67 | $37.85 | $138.91 |
DisclosureSEC source: 0001062993-21-012948 · form4.xml · derivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3.67 Underlying: Common Stock · 3.67 shares Expires not disclosed F5 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. F6 · derivative.exercise_price: The Restricted Share Units will fully vest on the one year anniversary of the grant date, October 4, 2022. F6 · shares: The Restricted Share Units will fully vest on the one year anniversary of the grant date, October 4, 2022. F6 · derivative.exercise_date: The Restricted Share Units will fully vest on the one year anniversary of the grant date, October 4, 2022. F6 · derivative.expiration_date: The Restricted Share Units will fully vest on the one year anniversary of the grant date, October 4, 2022. F6 · derivative.underlying_shares: The Restricted Share Units will fully vest on the one year anniversary of the grant date, October 4, 2022. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009296 · form4.xml · derivative · entry 4 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278 Underlying: Common Stock · 278 shares Expires not disclosed F4 · derivative.exercise_price: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F4 · shares: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F4 · derivative.exercise_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F4 · derivative.expiration_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). F4 · derivative.underlying_shares: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in restricted share units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. RSUs shall be paid out in shares (1 RSU for 1 share of common stock). Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share | 3,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009296 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,496 F3 · security: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive Restricted Shares (RS) for service provided from October 1, 2021 - May 31, 2022. The RS fully vests on the first anniversary of the Grant Date on October 4, 2022, subject to the Director's continued service through such date. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009296 · form4.xml · nonDerivative · entry 2 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,751 F2 · security: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected for the "cash portion" of compensation to receive Restricted Shares, which vest(s) over eight months with three-eighths vesting on December 31, 2021, the next three-eighths vesting on March 31, 2022, and the remaining two-eighths vesting on May 31, 2022, subject to the Director's continued service through such dates. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 5,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009296 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,626 F1 · security: Acquired Jackson Financial Inc. (JFI) Restricted Shares (RS) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Directors' Compensation Committee on September 20, 2021. The RS vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date on October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date on October 4, 2023, subject to Mr. Kirkland's continued service through such dates. The RSs may be paid out in either shares, or cash equal to the Fair Market Value of one share of common stock. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · derivative · entry 7 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278 Underlying: Common Stock · 278 shares Expires not disclosed F7 · derivative.exercise_price: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the Grant Date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F7 · shares: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the Grant Date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F7 · derivative.exercise_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the Grant Date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F7 · derivative.expiration_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the Grant Date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F7 · derivative.underlying_shares: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the Grant Date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 3,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · nonDerivative · entry 5 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,611.6 F5 · security: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive Restricted Shares for service provided from October 1, 2021 - May 31, 2022. The Restricted Shares fully vest on the first anniversary of the Grant Date, October 4, 2022, subject to the Director's continued service through such date. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · nonDerivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,825.32 F3 · security: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected for the "cash portion" of compensation to receive Restricted Shares, which vest(s) over eight months with three-eighths vesting on December 31, 2021, the next three-eighths vesting on March 31, 2022, and the remaining two-eighths vesting on May 31, 2022, subject to the Director's continued service through such dates. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Shares | 5,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012808 · form4.xml · nonDerivative · entry 1 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,626 F1 · security: Acquired Jackson Financial Inc. (JFI) Restricted Shares (RS) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Director Founder's Award was approved by the JFI Board of Directors' Compensation Committee on September 20, 2021. The Restricted Shares vest over two years in two equal installments. The first half shall vest on the one-year anniversary of the Grant Date, October 4, 2022, and the remaining half shall vest on the second anniversary of the Grant Date, October 4, 2023, subject to Mr. Kirkland's continued service through such dates. Read SEC document |
| October 04, 2021 Filed Dec 15, 2021 22:32 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012948 · form4.xml · derivative · entry 3 Kirkland Derek G · CIK 0001876366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278 Underlying: Common Stock · 278 shares Expires not disclosed F4 · derivative.exercise_price: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the grant date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F4 · shares: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the grant date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F4 · derivative.exercise_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the grant date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F4 · derivative.expiration_date: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the grant date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. F4 · derivative.underlying_shares: As part of annual director compensation for the service period September 13, 2021 - May 31, 2022, participant elected to receive the equity component in Restricted Share Units (RSUs) for the service period September 13, 2021 - September 30, 2021, subject to the Director's continued service through such date. The RSUs will fully vest on the one year anniversary of the grant date, October 4, 2022. The RSUs shall be paid out in common stock on a 1-1 basis. 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.