Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | President and CEO, JNLD | June 26, 2025 | June 30, 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 June 26, 2025 · Filed June 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,869.33 |
Reported balance
After 2025-06-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-26 · Grant · Acquired 51.04 · Balance 76,869.33 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 | 76,947.96 |
Reported balance
After 2025-06-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-06-26 · Grant · Acquired 78.63 · Balance 76,947.96 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 | 77,030.17 |
Reported balance
After 2025-06-26 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-06-26 · Grant · Acquired 82.21 · Balance 77,030.17 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 |
|---|---|---|---|---|---|---|
| June 26, 2025 Filed Jun 30, 2025 20:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 82.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012289 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,030.17 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 20:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 78.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012289 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,947.96 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 20:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 51.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012289 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,869.33 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 |
| March 20, 2025 Filed Mar 24, 2025 19:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 85.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006129 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,818.29 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 19:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 81.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006129 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,732.64 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 19:00 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 53.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006129 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,650.72 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 10, 2025 Filed Mar 12, 2025 19:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 5 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,597.55 F5 · shares: On March 10, 2025, the reporting person was granted 9,024 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 19:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,609.68 | $81.19 | $130,689.92 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,573.55 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 19:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,089.22 | $81.19 | $169,623.77 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,183.23 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 19:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 11,638.32 | $81.19 | $944,915.20 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,272.45 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 19:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,365.69 | $81.19 | $192,070.37 |
DisclosureSEC source: 0001062993-25-005240 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,910.77 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 |
| March 07, 2025 Filed Mar 10, 2025 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 7,000 | $84.43 | $591,010.00 |
DisclosureSEC source: 0001062993-25-005037 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,276.46 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.40 to $84.60, inclusive. The reporting person undertakes to provide Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.direct: These shares are held in a brokerage account in the name of Scott Romine & Penny Romine TTEE Eleven D Six Trust U/A 8/25/23. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 29,362.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001639 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,276.46 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 21:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 104.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021148 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,666.82 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 21:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 90.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021148 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,562.68 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 21:26 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 51.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021148 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,472.56 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 17:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 401.4 | $98.89 | $39,694.45 |
DisclosureSEC source: 0001062993-24-019626 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,421.54 F1 · kind: The reported transaction reflects the withholding of 401.40 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 | 100.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016927 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,822.94 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 0.18 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 | 83.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016927 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,723.08 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 | 47.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016927 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,639.13 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 |
| August 13, 2024 Filed Aug 14, 2024 20:16 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 10,000 | $82.52 | $825,200.00 |
DisclosureSEC source: 0001062993-24-015063 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,591.6 F1 · kind: These shares were sold by the Scott Romine & Penny Romine, TTEE Eleven D Six Trust U/A 08/25/23, pursuant to a Rule 10b5-1 Plan adopted on March 19, 2024. F2 · price: Shares were sold in multiple transactions, each transaction at $82.52. 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. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 10:05 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 4,926.21 | $73.24 | $360,795.62 |
DisclosureSEC source: 0001062993-24-013151 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,591.6 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the December 27, 2021, "restricted share units." Upon vesting, net shares were distributed and the related fractional share was applied to the tax obligation for the reporting person. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 10:05 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,161.87 | $73.24 | $85,095.36 |
DisclosureSEC source: 0001062993-24-013151 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,517.81 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the December 27, 2021 Restricted Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to the tax obligation for the reporting person. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:07 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 125.58 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012986 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,679.68 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, 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 20:07 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 105.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012986 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,554.1 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, 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 20:07 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 59.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012986 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,448.72 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, 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 20:07 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 29.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012986 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,389.07 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 December 27, 2021, which vest in 30 months in three installments beginning on the first anniversary of the grant date. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vested on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 2024. 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 18, 2024 Filed Jun 20, 2024 20:12 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 12,000 | $71.21 | $854,520.00 |
DisclosureSEC source: 0001062993-24-012838 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,359.39 F1 · shares: These shares were sold by the Scott Romine & Penny Romine, TTEE Eleven D Six Trust U/A 08/25/23, to which the reporting person contributed 2,439 shares of JFI common stock on October 4, 2023, and 22,131 shares of JFI common stock on April 9, 2023. The trust's sales were effected pursuant to instructions given to the trustee by the reporting person on March 19, 2024, in accordance with Rule 10b5-1. F2 · price: Shares were sold in multiple transactions, each transaction at $71.21. 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. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:20 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,000 | $74.86 | $374,300.00 |
DisclosureSEC source: 0001062993-24-010450 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,359.39 F1 · kind: The reporting person's sale was not pursuant to any contract, instruction, or written plan intended to satisfy the affirmative defense conditions of Rule 10b5-1 under the Exchange Act or any "non-Rule 10b5-1 trading arrangement" as defined in Item 408(c) of Regulation S-K. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 19:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 6,279.9 | $66.02 | $414,599.00 |
DisclosureSEC source: 0001062993-24-008154 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,359.39 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 | 1,480.62 | $66.02 | $97,750.53 |
DisclosureSEC source: 0001062993-24-008154 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,639.29 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 19:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 136.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 6 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,119.91 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 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 19:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 114.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 5 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,983.22 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, 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 19:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 64.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,868.51 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, 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 19:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 32.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,803.58 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 December 27, 2021, which vest in 30 months in three installments beginning on the first anniversary of the grant date. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vested on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 2024. 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 19:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 165.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,771.27 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 19:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 41.58 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007031 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,605.33 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 | 12,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006282 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,563.75 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 |
| March 10, 2024 Filed Mar 12, 2024 20:35 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,021.13 | $59.00 | $119,246.67 |
DisclosureSEC source: 0001062993-24-006282 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,681.75 F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the first tranche of the 2023 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:35 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,287.43 | $59.00 | $134,958.37 |
DisclosureSEC source: 0001062993-24-006282 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,702.88 F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the second tranche of the 2022 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:12 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 12,147.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001997 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,990.31 F2 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:12 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 15,638.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001997 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,941.47 F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 16:52 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,126.74 | $52.02 | $58,613.01 |
DisclosureSEC source: 0001062993-23-023273 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,302.51 F1 · security: Shares withheld to cover tax obligations upon vesting of the second tranche of the December 27, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,000 | $50.97 | $254,850.00 |
DisclosureSEC source: 0001062993-23-022752 · form4.xml · nonDerivative · entry 5 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,429.25 F5 · kind: The sale of shares occurred pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023. This transaction is the final order under Mr. Romine's 10b5-1 Plan. F6 · price: Shares were sold in multiple transactions, each transaction at $50.97. 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. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 195.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022752 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,429.25 F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the March 2023 Annual Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations. F7 · balance_after: The total reflects adjustments to correct inadvertent errors in the number of shares awarded in the March 10, 2023, equity grant, and subsequent accruals of dividend equivalent units in March, June, and September, the number of RSUs that vested on an accelerated basis on November 29, 2023, and the number of shares withheld on that date. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 147.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022752 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,223.87 F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the March 2022 Annual Grant. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 73.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022752 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,076.6 F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on December 27, 2021 which reflected an adjustment to Mr. Romine's October 2021 Annual Grant, in connection with his promotion. These RSUs vest over 30 months in three equal installments. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vests on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 2024. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 47.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022752 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,003.33 F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the October 2021 Annual Grant. 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 fractional shares are applied to shares withheld to cover tax obligations. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 22:47 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 478.69 | $47.02 | $22,508.00 |
DisclosureSEC source: 0001062993-23-021735 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,956.17 F1 · shares: The reported transaction reflects the withholding of 478.69 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, 2023 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 20:39 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,000 | $39.67 | $198,350.00 |
DisclosureSEC source: 0001062993-23-019461 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,434.86 F1 · kind: The sale of shares occurred pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023. F2 · price: Shares were sold in multiple transactions, each transaction at $39.67. 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. 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.