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. (JXN) elected Donald C. Templin as a director for a term ending at the company’s 2027 Annual Meeting of Shareholders, filling the vacancy following Gregory Durant’s resignation earlier this year. Templin was also appointed to the Audit Committee and Compensation Committee. The board determined that he is independent under New York Stock Exchange listing standards and the heightened standards applicable to members of those committees.
Templin qualifies as an audit committee financial expert alongside Russell Noles. As a non-employee director, he will receive a $125,000 annual cash retainer and an annual equity grant valued at $185,000, plus additional cash compensation if he serves as a committee chair. His compensation will be prorated for any partial year of service.
Jackson Financial Inc. EVP and CFO Brian Michael Walta reported direct holdings as of October 1, 2026, including 8,368 shares in a position that includes common stock and unvested share-settled RSUs, and 3,455 unvested RSUs identified as cash-settled. The share-settled awards vest in equal annual tranches over three years; the remaining third of the cash-settled RSUs is scheduled to vest March 10, 2027.
Jackson Financial Inc. director Esta E. Stecher acquired 354.93 restricted share units on September 24, 2026, reported as dividend equivalent units on restricted share units. The dividend equivalent units are subject to the same terms and conditions as the underlying equity awards. Stecher's reported direct holdings following the transaction were 51,683 shares.
Jackson Financial Inc. (JXN) director Russell G. Noles acquired 156 shares on September 24, 2026. The shares reflect additional restricted share units received as dividend equivalent units on restricted share units; those units are subject to the same terms and conditions as the underlying equity awards. Noles directly held 38,366 shares following the transaction.
Jackson Financial Inc. director Martin J. Lippert acquired 329 shares of common stock on September 24, 2026, as additional restricted share units received as dividend equivalent units on restricted share units. The dividend equivalent units are subject to the same terms and conditions as the underlying equity awards. Lippert’s directly held common-stock position after the transaction was 47,964 shares.
Jackson Financial Inc. (JXN) director Drew Lawton acquired 207.9 additional restricted share units on September 24, 2026, as dividend equivalent units on restricted share units. His reported direct holdings following the acquisition were 30,273.93 shares.
Jackson Financial Inc. (JXN) director Derek G. Kirkland acquired 103 common shares on September 24, 2026. The shares reflect additional restricted share units received as dividend equivalent units, subject to the same terms and conditions as the underlying equity awards. His reported direct holdings following the transaction were 36,515 shares.
Jackson Financial Inc. director Steven A. Kandarian acquired 784 additional restricted share units on September 24, 2026, as dividend equivalent units on restricted share units. His reported direct position following the transaction was 114,181 shares. The dividend equivalent units are subject to the same terms and conditions as the underlying equity awards.
Jackson Financial Inc. director Lily Fu Claffee acquired 329 shares on September 24, 2026, as dividend equivalent units on restricted share units. Her reported direct holdings following the transaction were 47,964 shares. The dividend equivalent units are subject to the same terms and conditions as the underlying equity awards.