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Jackson Financial Inc SEC Filings

JXN NYSE

Welcome to our dedicated page for Jackson Financial SEC filings (Ticker: JXN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to Jackson Financial Inc. (NYSE: JXN) SEC filings, offering detailed insight into the company’s retirement services and annuity-focused life insurance operations. As a U.S. holding company with segments in Retail Annuities, Institutional Products, Closed Life and Annuity Blocks, and Corporate and Other, Jackson uses its SEC reports to describe business performance, capital position and material corporate events.

Investors looking for JXN 10-K and 10-Q reports can use these filings to review segment results, including retail annuity sales across variable annuities, registered index-linked annuities, fixed index annuities, fixed annuities and payout annuities, as well as institutional product activity and closed block performance. These reports often include discussions of statutory total adjusted capital at Jackson National Life Insurance Company, estimated risk-based capital ratios, liquidity at the holding company and capital return to shareholders through dividends and share repurchases. Non-GAAP measures such as adjusted operating earnings and free cash flow are typically reconciled to the most comparable GAAP measures in appendices referenced in the filings.

Current reports on Form 8-K are especially relevant for tracking material events affecting JXN stock. Recent 8-K filings describe an investment agreement with TPG Inc. and an affiliate, under which TPG will acquire a minority equity stake in Jackson and enter long-term investment management arrangements targeting general account assets, as well as related voting alignment and ownership limitations. Other 8-Ks cover quarterly earnings releases, slide presentations used on earnings calls, leadership changes at subsidiaries such as PPM America, Inc., executive separation or retirement agreements and board actions related to capital management.

Through this page, users can also monitor insider and equity-related disclosures that appear in SEC reports, including information about unregistered sales of equity securities, equity-based compensation arrangements and preferred stock depositary shares. Stock Titan’s AI-powered tools can help summarize lengthy filings, highlight key terms in investment agreements, and clarify how Jackson’s regulatory disclosures relate to its annuity-focused business model and capital strategy.

Rhea-AI Summary

Jackson Financial Inc. director Derek G. Kirkland reported an open-market sale of 10,000 shares of Common Stock. The weighted average sale price was $108.32 per share, with individual trades ranging from $108.15 to $109.03. After this transaction, he directly holds 34,450.18 shares.

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Jackson Financial Inc. Executive Vice President Christopher Raub reported a set of equity compensation events on March 10, 2026. Restricted share units and performance share units granted on March 10, 2023 vested and converted 1:1 into common stock, with 2,836.37 and 4,179.18 converted shares, respectively, then settled in cash with shares disposed back to the issuer at $108.87 per share. Additional common shares of 1,095.22 and 758.59 were withheld at $108.87 per share to cover tax obligations tied to March 10, 2024 and March 10, 2025 RSU vesting. Raub also received a new annual grant of 7,521 restricted share units on March 10, 2026, which vest in three equal annual tranches, and his direct common stock holdings ended at 47,015.46 shares.

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Jackson Financial Inc. director and CEO Laura Louene Prieskorn reported compensation-related equity movements in common stock. She received a grant of 29,548 restricted share units on March 10, 2026, which vest in three equal annual tranches. On the same date, a total of 86,106.21 shares of common stock were withheld to satisfy tax withholding obligations tied to vesting RSUs and performance share units from prior grants, rather than sold in the open market.

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Jackson Financial Inc. executive vice president and CFO Don W. Cummings reported routine equity compensation activity in the form of restricted and performance share vesting and related tax withholding. On March 10, 2026, a total of 10,929.98 common shares were withheld at $108.87 per share to cover tax obligations tied to multiple tranches of previously granted RSUs and PSUs that vested and converted 1:1 into common stock. On the same date, he received an annual grant of 8,595 restricted share units at no purchase price, scheduled to vest in three equal annual installments. Following these transactions, Cummings directly holds 72,343.87 shares of Jackson Financial common stock. These F-code dispositions reflect tax payments rather than open-market sales, while the A-code entry represents a standard compensation award.

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Jackson Financial Inc. executive vice president and general counsel Carrie Chelko reported routine equity compensation activity in common stock. On March 10, 2026, a total of 15,687.03 shares were withheld to cover tax obligations as previously granted RSUs and PSUs vested, at a price of $108.87 per share. The same day, she received a new annual grant of 5,730 restricted share units, which vest in three equal tranches beginning one year after the grant date. After these transactions, Chelko directly held about 88,173 shares of Jackson Financial common stock, reflecting compensation-related adjustments rather than open-market trading.

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Jackson Financial Inc. EVP and Chief Risk Officer Savvas Steve Panagiotis Binioris reported routine equity compensation activity involving restricted and performance share units.

On March 10, 2026, a total of 15,716.75 shares of common stock were disposed of at $108.87 per share in four transactions coded "F". According to the footnotes, these shares were withheld to satisfy tax withholding obligations upon vesting of multiple RSU and PSU awards granted in 2023, 2024, and 2025, which convert 1:1 into common stock.

On the same date, he acquired 4,835 shares of common stock in a transaction coded "A" at a stated price of $0.00 per share, reflecting the 2026 annual grant of restricted share units, which vest in three equal tranches beginning on the first anniversary of the grant date. Following these transactions, he directly holds 36,751.47 shares of Jackson Financial common stock.

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Jackson Financial Inc. SVP and Controller Craig A. Anderson reported multiple equity compensation events involving performance and restricted share units on March 10, 2026. A total of 2111.64, 1480.92 and 1598.25 earned units vested and converted 1:1 into common stock, consistent with the plan terms.

The company then settled 2111.64, 1480.92 and 1598.25 converted shares in cash through dispositions to the issuer at $108.87 per share. In addition, 616.16 common shares were withheld to cover tax obligations upon vesting of March 10, 2025 restricted share units. Anderson also received a new grant of 3447.00 restricted share units, and following these transactions he directly owned 8258.07 shares of Jackson Financial common stock.

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Rhea-AI Summary

Jackson Financial Inc. reports a mixed 2025, with total sales rising to $23.2 billion from $19.8 billion and assets under management increasing to $351.1 billion. Retail annuity sales grew to $19.7 billion, and institutional product sales reached $3.5 billion.

Net income attributable to common shareholders slipped to a small loss of $17 million versus prior-year income of $902 million, but adjusted operating earnings improved to $1.6 billion. Adjusted operating ROE rose to 14.7%, while the Jackson statutory risk-based capital ratio remained high at 567%.

The company repurchased $634 million of common stock and paid $228 million in common dividends. Jackson continues to focus on U.S. retirement markets with a broad annuity suite, supported by an efficient in-house platform administering most of its more than 2.4 million life and annuity policies.

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FAQ

What is the current stock price of Jackson Financial (JXN)?

The current stock price of Jackson Financial (JXN) is $104.71 as of March 12, 2026.

What is the market cap of Jackson Financial (JXN)?

The market cap of Jackson Financial (JXN) is approximately 7.6B.

JXN Rankings

JXN Stock Data

7.58B
64.12M
Insurance - Life
Life Insurance
Link
United States
LANSING

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