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.
Jackson Financial Inc.'s SEC filings document the reporting framework for a public retirement-services and annuity company. Its 8-K filings cover quarterly and annual financial results, Regulation FD slide presentations, non-GAAP measures, statutory insurance measures and forward-looking disclosure tied to Jackson National Life Insurance Company and the company's annuity operations.
Proxy and material-event filings describe board and shareholder governance, executive compensation matters, related-person transaction disclosures, leadership changes at PPM America, and strategic initiatives involving reinsurance entities. Other filings address capital structure and financing matters, including common stock resale registration materials, depositary shares linked to preferred stock, and pre-capitalized trust securities issued through Grand River Funding Trusts.
Jackson Financial Inc. detailed an executive succession plan. President and CEO Laura L. Prieskorn plans to retire from her roles and board seat effective September 30, 2026, then serve as an advisor through December 31, 2026 to support the transition.
Effective October 1, 2026, Don Cummings will become President and CEO and join the board, and Brian Walta will become Executive Vice President and Chief Financial Officer. Cummings’ compensation includes a $1,050,000 base salary, a target bonus of 200% of base salary, and a $7,850,000 target annual long-term incentive; Walta’s package includes a $600,000 base salary, a 150% target bonus, and a $1,900,000 target annual long-term incentive.
Jackson Financial Inc. entered a new unsecured revolving credit agreement providing up to $1.25 billion in borrowing capacity for working capital and general corporate purposes, with a $500 million sub-limit for letters of credit. The facility, arranged with a bank syndicate and Wells Fargo as administrative agent, allows Jackson to request up to an additional $500 million of commitments under customary conditions.
The new agreement replaces Jackson’s prior $1 billion unsecured revolver dated February 24, 2023 and extends committed liquidity through June 30, 2031, with two one-year extension options subject to lender consent. Key financial maintenance covenants include a minimum adjusted consolidated net worth test tied to the March 31, 2026 baseline and future equity issuances, and a maximum consolidated indebtedness to total capitalization ratio of 35%. Interest is based on either a Base Rate or Term SOFR Rate plus a ratings-based margin.
STECHER ESTA E reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Esta E. Stecher received an award of 430.37 shares of Common Stock through additional restricted share units. These units were granted at no cash cost as dividend equivalent units on existing restricted share units. Following this grant, Stecher directly holds 51,327.88 shares of Jackson Financial common stock, and the dividend equivalent units are subject to the same terms and conditions as the underlying equity awards.
Jackson Financial Inc. director Noles Russell G reported an acquisition of additional equity-based compensation rather than an open‑market trade. On June 25, 2026, he received 188.86 shares of Common Stock at $0.00 per share, described as a grant, award, or other acquisition.
According to the footnote, these shares are dividend equivalent units credited on existing restricted share units and are subject to the same vesting and other terms as the underlying awards. After this award, his directly held position reported in this filing increased to 38,210.43 shares of Common Stock, reflecting a routine incremental adjustment to outstanding equity compensation rather than a discretionary stock purchase or sale.
Jackson Financial Inc. director Martin J. Lippert reported a small, compensation-related equity increase. On June 25, 2026, he acquired 399.4 shares of Common Stock at a stated price of $0.00 per share, classified as a grant or award.
A footnote explains these shares represent additional restricted share units received as dividend equivalent units (DEUs) on existing restricted share units, and they are subject to the same terms and conditions as the underlying equity awards. Following this award, Lippert directly holds 47,635.01 shares of Jackson Financial common stock.
Jackson Financial Inc. director Lawton Drew reported an automatic equity award rather than an open-market trade. On June 25, 2026, he acquired 252.09 shares of Common Stock as restricted share units credited as dividend equivalent units, at a stated price of $0.00 per share.
These dividend equivalent units are subject to the same terms and conditions as the underlying restricted share unit awards. Following this grant, Drew’s direct holdings reported in the filing total 30,066.03 shares of Common Stock.
Jackson Financial Inc. director Derek G. Kirkland received an equity grant tied to existing awards. He acquired 124.74 additional restricted share units as dividend equivalent units on prior RSU grants, bringing his direct common stock holdings to 36,411.65 shares. This was a non-cash, compensation-related award.
Jackson Financial Inc. director Steven A. Kandarian received additional equity-based compensation. On June 25, 2026, he acquired 950.78 shares of Common Stock through a grant classified as a “grant, award, or other acquisition.”
According to the footnote, these shares represent additional restricted share units received as dividend equivalent units (DEUs) on existing restricted share units and are subject to the same terms and conditions as the underlying awards. Following this transaction, Kandarian directly owned 113,396.46 shares of Jackson Financial Inc. common stock.
Jackson Financial Inc. director Lily Fu Claffee received additional stock-based compensation through a grant of dividend-equivalent restricted share units. On this Form 4, she acquired 399.4 shares of Common Stock at no cash cost, reflecting dividend equivalent units credited on existing restricted share units. Following this award, her direct holdings increased to 47,635.01 shares of Common Stock. The new units are subject to the same terms and conditions as the underlying equity awards on which they accrued, indicating this is a routine, compensation-related adjustment rather than an open-market transaction.
Jackson Financial Inc. executive Christopher Raub reported awards of additional common stock–linked units as part of his compensation. On June 25, 2026, he acquired several small grants totaling about 250.3 shares of Common Stock, all reported at a price of $0.00 per share.
The footnotes explain these are dividend equivalents in the form of restricted share units, tied to earlier equity awards granted between September 10, 2023 and March 10, 2026. These awards increase Raub’s equity-based stake but do not involve any open‑market buying or selling.