TapewireFind a company

person · Reporting owner

Claffee Lily Fu

Disclosed activity across 1 company

Tapewire entity
34856
SEC CIK
0001876346

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jackson Financial Inc.JXN · Entity 3581DirectorSeptember 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-derivativeDirect47,964.4 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 329.39 · Balance 47,964.4

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 API
Reset

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
September 24, 2026 Filed Sep 28, 2026 20:25 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 329.39 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000154 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,964.4

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 19:15 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 399.4 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000112 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,635.01

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 18:52 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 1,167 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000085 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,235.61

F2 · security: Reflects award of restricted share units ("RSUs") granted on June 1, 2026, where the reporting person elected to receive equity in lieu of the cash portion of the 2026-2027 Annual Director Compensation. The RSUs vest quarterly in four equal tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. 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
June 01, 2026 Filed Jun 3, 2026 18:52 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 1,727 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000085 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,068.61

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 16:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 373.53 $0.00 $0.00
Disclosure

SEC source: 0001822993-26-000051 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,341.61

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
December 18, 2025 Filed Dec 22, 2025 20:48 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 324.98 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000115 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,968.08

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 20:30 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 339.07 $0.00 $0.00
Disclosure

SEC source: 0001822993-25-000069 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,643.1

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 26, 2025 Filed Jun 30, 2025 20:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 387.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-012256 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,304.03

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 19:06 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 1,505 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010812 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,916.74

F2 · security: Reflects restricted share units ("RSUs") granted on June 1, 2025, where the Director elected to receive equity in lieu of the cash portion of the 2025-2026 Annual Director Compensation. The RSUs vest in four equal tranches on August 31, 2025, November 30, 2025, February 28, 2026, and May 31, 2026. 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
June 01, 2025 Filed Jun 3, 2025 19:06 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,228 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010812 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,411.74

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 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 15.81 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 9

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,183.74

F9 · 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 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 20.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 8

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,167.93

F8 · 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 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 43.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,147.06

F7 · 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, 2023.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 57.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,103.3

F6 · 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 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 38.72 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,045.54

F5 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on June 9, 2022.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 46.47 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,006.82

F4 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the Director for the annual equity retainer on June 9, 2022.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 45.67 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,960.35

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 October 4, 2021.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 35.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,914.68

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 where the Director elected to receive equity in lieu of the cash portion of the annual cash retainer granted on October 4, 2021.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 19:04 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 63.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-006132 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,879.2

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 Founders' Award on October 4, 2021.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 13.4 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 9

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,815.33

F9 · 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 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 17.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 8

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,801.93

F8 · 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 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 37.08 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,784.24

F7 · 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, 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 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 48.95 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,747.16

F6 · 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 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 32.81 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,698.21

F5 · 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 equity in lieu of the cash portion of the June 9, 2022 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 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 39.38 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,665.4

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 from the June 9, 2022 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 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 38.7 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,626.02

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 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
December 19, 2024 Filed Dec 23, 2024 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 30.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,587.32

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 where the Director elected equity in lieu of the cash portion of 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
December 19, 2024 Filed Dec 23, 2024 21:47 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 54.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-021151 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,557.26

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 Director Founders' Award. 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 12.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 9

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,503.14

F9 · 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 16.48 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 8

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,490.66

F8 · 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 34.55 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,474.18

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 where the Director elected to receive equity in lieu of the cash portion of 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 45.6 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,439.63

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 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 30.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,394.03

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 where the Director elected equity in lieu of the cash portion of the June 9, 2022 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 36.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,363.46

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 from the June 9, 2022 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 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 36.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,326.77

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 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
September 19, 2024 Filed Sep 23, 2024 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 28.01 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,290.71

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 where the Director elected equity in lieu of the cash portion of 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
September 19, 2024 Filed Sep 23, 2024 20:46 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 50.42 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016914 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,262.7

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, Director Founders' Award. 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 15.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 9

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,212.28

F9 · 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 20.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 8

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,196.62

F8 · 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 43.36 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,175.94

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 where the Director elected to receive equity in lieu of the cash portion of 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 57.24 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,132.58

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 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 38.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,075.34

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 where the Director elected equity in lieu of the cash portion of the June 9, 2022 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 46.05 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,036.97

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 from the June 9, 2022 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 45.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,990.92

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 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 35.15 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,945.66

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 where the Director elected equity in lieu of the cash portion of 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 18:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 63.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012972 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,910.51

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, Director Founders' Award. 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 20:45 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 1,624 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011840 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,847.22

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 20:45 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,144 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011840 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,223.22

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 20:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 47.2 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,079.22

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 where the Director elected to receive equity in lieu of the cash portion of the June 1, 2023 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
March 21, 2024 Filed Mar 25, 2024 20:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 62.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007034 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,032.02

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 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

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