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 |
|---|---|---|---|---|---|---|
| March 10, 2022 Filed Mar 15, 2022 00:12 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 16,615 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.