Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | President and CEO PPM America | December 18, 2025 | December 22, 2025 |
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 December 18, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,026.79 |
Reported balance
After 2025-12-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-18 · Grant · Acquired 56.79 · Balance 109,026.79 F1: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. |
| Common StockSEC Table I · non-derivative | Direct | 109,116.38 |
Reported balance
After 2025-12-18 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-18 · Grant · Acquired 89.59 · Balance 109,116.38 F2: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 109,199.52 |
Reported balance
After 2025-12-18 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-12-18 · Grant · Acquired 83.14 · Balance 109,199.52 F3: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.
F2: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.
F3: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.
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 18, 2025 Filed Dec 22, 2025 21:11 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 83.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000129 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,199.52 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:11 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 89.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000129 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,116.38 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:11 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 56.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000129 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,026.79 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 473.55 | $91.82 | $43,481.36 |
DisclosureSEC source: 0001822993-25-000099 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,970 F1 · kind: Reflects the withholding of shares of common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units granted as part of the March 10, 2025 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 90.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000064 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,443.55 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 93.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000064 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,353.12 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| September 25, 2025 Filed Sep 29, 2025 20:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 59.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001822993-25-000064 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,259.64 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 2,500 | $91.67 | $229,175.00 |
DisclosureSEC source: 0001062993-25-014302 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,200.39 F1 · ownership.direct: Shares were sold from the brokerage account in the name of Craig D. Smith TTEE Craig D. Smith TR dated May 8, 2003, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 3,500 | $89.96 | $314,860.00 |
DisclosureSEC source: 0001062993-25-014054 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,700.39 F2 · price: Shares were sold in multiple transactions, each transaction at $89.96. 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 the price set forth in this footnote. F3 · ownership.direct: Shares were sold by the Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 1,500 | $88.44 | $132,660.00 |
DisclosureSEC source: 0001062993-25-014054 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,200.39 F1 · price: Shares were sold in multiple transactions, each transaction at $88.44. 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 the price set forth in this footnote. F3 · ownership.direct: Shares were sold by the Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:41 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 103.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012291 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,700.39 F3 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:41 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 106.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012291 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,597.1 F2 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:41 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 67.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012291 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,490.33 F1 · security: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 194 | $73.91 | $14,338.54 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 8 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,422.65 F9 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.91 to $73.92, 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 the price set forth in this footnote. The transactions identified in the footnotes, (1) through (9) inclusive, together comprise the final order under the reporting person's referenced Rule 10b5-1 plan. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 300 | $72.21 | $21,663.00 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 7 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,616.65 F8 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.66 to $72.49, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 6,185 | $71.03 | $439,320.55 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 6 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,916.65 F7 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.55 to $71.54, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,442 | $70.21 | $382,082.82 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 5 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 123,101.65 F6 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.55 to $70.53, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 3,063 | $68.99 | $211,316.37 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 4 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 128,543.65 F5 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.55 to $69.27, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 2,373 | $68.10 | $161,601.30 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 131,606.65 F4 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.55 to $68.51, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 1,900 | $66.73 | $126,787.00 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,979.65 F3 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.50 to $67.03, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| April 07, 2025 Filed Apr 8, 2025 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 1,150 | $65.60 | $75,440.00 |
DisclosureSEC source: 0001062993-25-007222 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,879.65 F1 · price: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.24 to $66.18, 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 the price set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:01 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 107.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006130 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,029.65 F3 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2025. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:01 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 111.24 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006130 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,922.04 F2 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2024. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 19:01 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 70.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006130 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,810.8 F1 · security: Acquired dividend equivalents in the form of restricted share units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person for the annual RSUs grant on March 10, 2023. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 7,974 | $80.75 | $643,900.50 |
DisclosureSEC source: 0001062993-25-005245 · form4.xml · nonDerivative · entry 6 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 136,740.29 F6 · shares: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024, in multiple transactions, each transaction at $80.75. 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 the price set forth in this footnote. F7 · ownership.direct: These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 11,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005245 · form4.xml · nonDerivative · entry 5 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 144,714.29 F5 · shares: On March 10, 2025, the reporting person was granted 11,338 restricted share units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,458.03 | $81.19 | $199,567.46 |
DisclosureSEC source: 0001062993-25-005245 · form4.xml · nonDerivative · entry 4 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,376.29 F4 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 3,117.15 | $81.19 | $253,081.41 |
DisclosureSEC source: 0001062993-25-005245 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,834.32 F3 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 14,008.78 | $81.19 | $1,137,372.85 |
DisclosureSEC source: 0001062993-25-005245 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 138,951.47 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,858.51 | $81.19 | $232,082.43 |
DisclosureSEC source: 0001062993-25-005245 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · President and CEO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,960.25 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 3,573 | $82.89 | $296,165.97 |
DisclosureSEC source: 0001062993-25-003464 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, Pres & CIO PPM America 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,818.76 F1 · shares: Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024, in multiple transactions, each transaction at $82.89. 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 the price set forth in this footnote. F2 · ownership.direct: Shares were sold by the Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 31,620.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001640 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,391.76 F1 · kind: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2022 Performance Share Unit Award that cliff vest on March 10, 2025. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 141.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021149 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,769.98 F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 119.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021149 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,628.59 F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:27 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 54.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021149 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,509.08 F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 17:21 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 589.36 | $98.89 | $58,281.81 |
DisclosureSEC source: 0001062993-24-019623 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,454.29 F1 · kind: The reported transaction reflects the withholding of 589.36 shares of common stock issued upon the accelerated vesting, on a one-for-one basis, of an equal number of Restricted Share Units ("RSUs") granted as part of the March 10, 2024 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 21:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 136.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016928 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,043.65 F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. F4 · balance_after: Total reflects the reduction of 0.94 Restricted Share Units ("RSUs") cashed out as the result of a change in the Company's Stock Plan Administrator. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 21:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 111.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016928 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,908.42 F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 21:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 51.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016928 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,797.09 F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 18:42 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 170.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012969 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,746.04 F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 18:42 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 139.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012969 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,575.11 F2 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 18:42 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 64.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012969 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO and Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,435.36 F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 19:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 13,003.75 | $66.02 | $858,507.58 |
DisclosureSEC source: 0001062993-24-008155 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,371.29 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the October 4, 2021 Performance Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 19:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 3,078.23 | $66.02 | $203,224.74 |
DisclosureSEC source: 0001062993-24-008155 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,375.04 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the October 4, 2021 Restricted Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 19:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 186.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 5 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,453.27 F5 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 19:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 152.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 4 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,267.22 F4 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 19:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 69.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,115.11 F3 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 19:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 308.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,045.37 F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 19:59 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 77.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007032 · form4.xml · nonDerivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,737.19 F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:35 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 17,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006281 · form4.xml · nonDerivative · entry 3 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,660.16 F3 · shares: March 10, 2024 annual award of Restricted Share Units ("RSUs") that vest in three installments, where the first third vests on the one-year anniversary of the grant date, March 10, 2025, the next third vests on the two-year anniversary of the grant date, March 10, 2026, and the remainder vests on the three-year anniversary of the grant date, March 10, 2027. 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.