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 09, 2021 Filed Dec 13, 2021 22:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 24.77 | $37.85 | $937.54 |
DisclosureSEC source: 0001062993-21-012804 · form4.xml · derivative · entry 4 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24.77 Underlying: Common Stock · 24.77 shares Expires not disclosed F2 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. F5 · derivative.exercise_price: The Restricted Share Units granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date F5 · derivative.exercise_date: The Restricted Share Units granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date F5 · derivative.expiration_date: The Restricted Share Units granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 257.65 | $37.85 | $9,752.05 |
DisclosureSEC source: 0001062993-21-012804 · form4.xml · derivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257.65 Underlying: Common Stock · 257.65 shares Expires not disclosed F2 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan. F3 · derivative.exercise_price: The Restricted Share Units vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F3 · derivative.exercise_date: The Restricted Share Units vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F3 · derivative.expiration_date: The Restricted Share Units vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:29 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009310 · form4.xml · derivative · entry 2 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 1,875 shares Expires not disclosed F2 · security: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock. F2 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock. F2 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock. F2 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:29 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Unit · Derivative | 19,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009310 · form4.xml · derivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,504 Underlying: Common Stock · 19,504 shares Expires not disclosed F1 · security: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F1 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F1 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F1 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012804 · form4.xml · derivative · entry 3 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 1,875 shares Expires not disclosed F4 · security: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date. F4 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date. F4 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date. F4 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date. Read SEC document |
| October 04, 2021 Filed Dec 13, 2021 22:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Unit · Derivative | 19,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012804 · form4.xml · derivative · entry 1 Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,504 Underlying: Common Stock · 19,504 shares Expires not disclosed F1 · security: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F1 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F1 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. F1 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates. 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.