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Romine Scott

Disclosed activity across 1 company

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77956
SEC CIK
0001900824

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jackson Financial Inc.JXN · Entity 3581President and CEO, JNLDJune 26, 2025June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect76,869.33 Reported balance After 2025-06-26 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeDirect76,947.96 Reported balance After 2025-06-26 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeDirect77,030.17 Reported balance After 2025-06-26 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2022 Filed Mar 15, 2022 00:12 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 16,615 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-007689 · form4.xml · nonDerivative · entry 5

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,630.8

F5 · security: The 2022 Annual Restricted Share Unit Award was granted on March 10, 2022. The Restricted Share Units ("RSUs") vest over three years in equal installments, where the first third vests 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.

Read SEC document
February 02, 2022 Filed Mar 15, 2022 00:12 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 24,104.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-007689 · form4.xml · nonDerivative · entry 4

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,015.8

F4 · security: In 2019, Mr. Romine received from our former parent, Prudential, plc, 19,955 Performance Share Units ("PSUs"), which were converted into PSUs of Jackson Financial Inc. on September 13, 2021. Column 4 reflects the number of shares of common stock "earned" based on achievement of performance metrics for the period January 1, 2019 through December 31, 2021. The shares will not vest, or be delivered to Mr. Romine, until April 2, 2022, so long as Mr. Romine remains employed through such date.

Read SEC document
February 02, 2022 Filed Mar 28, 2023 12:54 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionRestricted Share Units · Derivative 8,035.82 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007858 · form4.xml · derivative · entry 3

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,198.94

Underlying: Common Stock · 8,035.82 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 33,860 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F1 · kind: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 33,860 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3 · shares: The reported number, 8,035.82, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 99.05 dividend equivalents distributed on the earned 24,105.47 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 8,035.82 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 99.05 dividend equivalents settled in cash, not shares.

F1 · derivative.exercise_date: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 33,860 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F1 · derivative.expiration_date: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 33,860 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3 · derivative.underlying_shares: The reported number, 8,035.82, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 99.05 dividend equivalents distributed on the earned 24,105.47 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 8,035.82 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 99.05 dividend equivalents settled in cash, not shares.

Read SEC document
February 02, 2022 Filed Mar 28, 2023 12:54 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionCommon Stock 8,035.82 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007858 · form4.xml · nonDerivative · entry 1

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,780.81

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 33,860 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F1 · kind: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 33,860 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3 · shares: The reported number, 8,035.82, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 99.05 dividend equivalents distributed on the earned 24,105.47 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 8,035.82 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 99.05 dividend equivalents settled in cash, not shares.

Read SEC document
December 27, 2021 Filed Dec 29, 2021 21:42 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 8,266 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-21-013620 · form4.xml · derivative · entry 6

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,266

Underlying: Common Stock · 8,266 shares

Expires not disclosed

F8 · security: The Annual Restricted Share Unit award was granted on December 27, 2021, which reflects an adjustment to Mr. Romine's annual grant received on October 4, 2021, in connection with Mr. Romine's promotion. The RSUs vest over three years in three installments with the first third (2,755) vesting on the one-year anniversary of the grant date, December 27, 2022, the next third (2,755) vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third (2,756) vesting on June 27, 2024.

F8 · derivative.exercise_date: The Annual Restricted Share Unit award was granted on December 27, 2021, which reflects an adjustment to Mr. Romine's annual grant received on October 4, 2021, in connection with Mr. Romine's promotion. The RSUs vest over three years in three installments with the first third (2,755) vesting on the one-year anniversary of the grant date, December 27, 2022, the next third (2,755) vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third (2,756) vesting on June 27, 2024.

F8 · derivative.expiration_date: The Annual Restricted Share Unit award was granted on December 27, 2021, which reflects an adjustment to Mr. Romine's annual grant received on October 4, 2021, in connection with Mr. Romine's promotion. The RSUs vest over three years in three installments with the first third (2,755) vesting on the one-year anniversary of the grant date, December 27, 2022, the next third (2,755) vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third (2,756) vesting on June 27, 2024.

Read SEC document
December 09, 2021 Filed Dec 29, 2021 21:42 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 24.77 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-21-013620 · form4.xml · derivative · entry 5

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24.77

Underlying: Common Stock · 24.77 shares

Expires not disclosed

F4 · security: Acquired Restricted Share Units due to dividend reinvestment received on December 9, 2021 pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan.

F7 · derivative.exercise_date: The Restricted Share Units fully vest on the one-year anniversary of the grant date, October 4, 2022.

F7 · derivative.expiration_date: The Restricted Share Units fully vest on the one-year anniversary of the grant date, October 4, 2022.

Read SEC document
December 09, 2021 Filed Dec 29, 2021 21:42 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 138.73 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-21-013620 · form4.xml · derivative · entry 3

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138.73

Underlying: Common Stock · 138.73 shares

Expires not disclosed

F4 · security: Acquired Restricted Share Units due to dividend reinvestment received on December 9, 2021 pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan.

F5 · 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.

F5 · 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.

Read SEC document
October 04, 2021 Filed Dec 29, 2021 21:42 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 1,875 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-21-013620 · form4.xml · derivative · entry 4

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,875

Underlying: Common Stock · 1,875 shares

Expires not disclosed

F6 · security: The Celebration Award of Restricted Share Units was granted on October 4, 2021. The RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022.

F6 · derivative.exercise_date: The Celebration Award of Restricted Share Units was granted on October 4, 2021. The RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022.

F6 · derivative.expiration_date: The Celebration Award of Restricted Share Units was granted on October 4, 2021. The RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022.

Read SEC document
October 04, 2021 Filed Dec 29, 2021 21:42 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 10,502 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-21-013620 · form4.xml · derivative · entry 2

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,502

Underlying: Common Stock · 10,502 shares

Expires not disclosed

F3 · security: The Annual Restricted Share Unit award was granted on October 4, 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.

F3 · derivative.exercise_date: The Annual Restricted Share Unit award was granted on October 4, 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.

F3 · derivative.expiration_date: The Annual Restricted Share Unit award was granted on October 4, 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.

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.