Every Form 4 that Jackson Financial Inc. (JXN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow JXN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JXN filings page.
Jackson Financial Inc. executive Christopher Raub (EVP JFI; CEO PPM America) reported selling 5,000 shares of common stock on 2026-08-12 in an open-market or private transaction at a weighted average price of $130.69 per share, with individual trades ranging from $130.41 to $130.76. Following this sale, Raub directly holds 42,159.8 shares of Jackson Financial common stock. The Rule 10b5-1 trading plan checkbox was not marked for this transaction.
Jackson Financial Inc. executive Carrie Chelko, EVP and General Counsel, reported selling 7,500 shares of common stock on August 5, 2026 at a weighted average price of $134.24 per share, in multiple trades between $134.18 and $134.53, from a trust brokerage account where she is trustee and beneficiary. Following the sale, she reported owning 80,914.41 shares directly.
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.
Jackson Financial Inc. reported that CEO and President Laura Louene Prieskorn acquired additional common stock through three compensation-related awards. On June 25, 2026, she received 251.97, 197.10, and 151.89 common shares at a stated price of $0.00 per share.
Footnotes explain these are dividend equivalents granted in the form of restricted share units, each tied to prior equity awards granted on March 10, 2024, March 10, 2025, and March 10, 2026. These entries reflect routine equity compensation rather than open‑market stock purchases or sales.
Jackson Financial Inc. EVP and CFO Don W. Cummings reported four acquisitions of common stock on June 25, 2026, all coded as awards. These cover 73.29, 54.92, 32.09 and 25.83 shares as dividend equivalents in the form of restricted share units. The dividend equivalents follow the same terms as underlying equity grants previously made on March 10, 2024, September 10, 2024, March 10, 2025 and March 10, 2026.
Jackson Financial Inc. reported that EVP and General Counsel Carrie Chelko acquired additional common stock-based awards through three small grants on June 25, 2026. These were issued at $0.00 per share as compensation, not open‑market purchases.
The grants represent dividend equivalents in the form of restricted share units tied to prior equity awards granted on March 10, 2024, March 10, 2025 and March 10, 2026, each subject to continued employment through the relevant vesting dates. Following these awards, she holds directly about 88,414 shares of Jackson Financial common stock.
Jackson Financial Inc. executive Savvas Steve Panagiotis Binioris, EVP and Chief Risk Officer, reported compensation-related share awards rather than open-market trades. On June 25, 2026, he acquired four small amounts of Common Stock at $0.00 per share, recorded as grant or award acquisitions.
Footnotes explain these awards are dividend equivalents granted in the form of restricted share units that follow the same terms as prior equity grants made to him on March 10, 2024, March 10, 2025, May 9, 2025, and March 10, 2026. These entries reflect routine equity-based compensation rather than discretionary buying or selling of JXN stock.
Jackson Financial Inc. SVP and Controller Craig A. Anderson reported multiple equity awards tied to prior grants. On June 25, 2026, he acquired small amounts of Common Stock (29.39, 23.81 and 8.28 shares) and 13.63 Restricted Share Units, all at a stated price of $0.00 per share.
Footnotes explain these are dividend equivalents in the form of restricted share units, subject to the same terms and continued-employment vesting conditions as underlying equity granted on September 10, 2024 and March 10, 2024, 2025 and 2026. Following these transactions, Anderson directly holds 8,380.80 shares of Common Stock and 1,625.45 restricted share units.
STECHER ESTA E reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Esta E. Stecher received equity awards in the form of restricted share units (RSUs) tied to 2026–2027 director compensation. One award covers 1,447 RSUs that cliff vest on June 1, 2027 or the next annual shareholder meeting, whichever comes first.
A second award covers 1,727 RSUs that Ms. Stecher elected to take in equity instead of the cash portion of her 2026–2027 director fees. These RSUs vest in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Vested RSUs will settle into common stock on a 1:1 basis, with any fractional share settled in cash.
Jackson Financial Inc. director Russell G. Noles received an equity award as part of 2026-2027 Annual Director Compensation. He was granted 1,727 restricted share units (RSUs) on June 1, 2026, which will convert into an equal number of common shares when they vest.
The RSUs cliff vest on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever happens first. After this award, Noles directly holds 38,021.57 shares of common stock, reflecting a routine compensation-related increase in his ownership stake.
Lippert Martin J reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Martin J. Lippert reported awards of restricted share units tied to the company’s common stock as part of his 2026–2027 annual director compensation. On June 1, 2026, he received one grant covering 1,167 RSUs that cliff vest on June 1, 2027, or at the next annual meeting of shareholders, whichever happens first. A second grant covers 1,727 RSUs where he elected equity instead of the cash portion of his director pay; these RSUs vest in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. The RSUs carry no purchase price and, once vested and upon the end of his service, will settle into Jackson Financial common shares on a 1:1 basis, with any fractional share paid in cash.
Jackson Financial Inc. director Lawton Drew received an equity award as part of the 2026-2027 annual director compensation program. He acquired 1,727 restricted share units (RSUs) on common stock at a stated price of $0.00 per share, reflecting a non-cash grant rather than an open-market purchase.
The RSUs cliff vest on June 1, 2027, or at the next annual meeting of shareholders, whichever comes first. Once vested and upon the end of his board service, the RSUs will settle into an equivalent number of common shares on a 1-for-1 basis, with any fractional share paid in cash. After this award, Drew directly holds 29,813.94 shares of Jackson Financial common stock.
Kirkland Derek G reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Derek G. Kirkland reported an equity compensation grant rather than an open-market trade. He was awarded 1,727 restricted share units (RSUs) of common stock on June 1, 2026 as part of the company’s 2026–2027 annual director compensation program. These RSUs cliff vest on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever happens first. Once vested, the RSUs will settle into common shares on a 1:1 basis, with any fractional share paid in cash. After this award, Kirkland directly holds 36,286.91 shares of Jackson Financial common stock.
KANDARIAN STEVEN A reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Steven A. Kandarian received an equity award of 3,081 shares tied to common stock as part of 2026-2027 annual director compensation. The award is in the form of restricted share units that were granted on June 1, 2026 at no cash cost to him.
The RSUs cliff vest on June 1, 2027 or at the next annual shareholder meeting, whichever comes first, and will settle into common shares on a 1:1 basis, with any fractional share paid in cash. After this grant, Kandarian is reported as directly owning 112,445.68 shares of Jackson Financial common stock.
Durant Gregory T reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Gregory T. Durant received an equity award through restricted share units. He was granted 1,727 shares of Common Stock on June 1, 2026 as part of the 2026-2027 Annual Director Compensation, at no cash purchase price.
The award consists of RSUs that cliff vest on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever happens first. Once vested and upon the end of his board service, the RSUs will settle into common stock on a one-for-one basis, with any fractional share paid in cash. Following this grant, Durant directly holds 37,313.94 shares of Common Stock.
Claffee Lily Fu reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Lily Fu Claffee reported two stock-based compensation grants in the form of restricted share units (RSUs) tied to common stock. She received 1,167 RSUs as part of the 2026-2027 Annual Director Compensation and 1,727 RSUs after electing equity instead of the cash portion of that compensation.
The first RSU award cliff vests on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever comes earlier. The second award vests in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the end of her board service, vested RSUs will settle one-for-one in common shares, with any fractional shares paid in cash.
Jackson Financial Inc. executive vice president Christopher Raub reported a routine tax-withholding transaction related to restricted share units. On May 9, 2026, 366.76 shares of common stock were withheld at $109.64 per share to satisfy his tax obligation upon vesting of the first tranche of RSUs granted on May 9, 2025. The RSUs convert 1:1 into common stock, and net shares were distributed to him after withholding, with any fractional share also applied to cover taxes. Following this non‑market transaction, he directly holds 46,909.50 common shares.
Jackson Financial Inc. executive Savvas Steve Panagiotis Binioris reported a tax-related share disposition. On the vesting of the first tranche of his May 9, 2025 restricted share units, 103.84 shares of common stock were withheld at $109.64 per share to satisfy tax obligations.
The RSUs convert 1:1 into common stock, with net shares delivered after withholding and any fractional share applied to taxes. Following this routine compensation-related withholding, he directly holds 36,785.48 shares of Jackson Financial common stock.
Raub Christopher reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. Executive Vice President Christopher Raub received equity-based compensation in the form of additional common shares on March 26, 2026. The Form 4 shows several small grants of common stock at a price of $0.00 per share, reflecting awards rather than open-market purchases.
Footnotes explain these are dividend equivalents credited as restricted share units and performance share units, tied to prior equity grants made on various dates from September 10, 2023 through March 10, 2026. Following these awards, Raub directly holds about 47,276 shares of common stock.
Jackson Financial Inc. reported that CEO and President Laura Louene Prieskorn received three small stock awards on March 26, 2026. These awards cover 151.33, 196.37, and 251.02 shares of common stock at a price of $0.00 per share, reflecting compensation grants rather than open-market purchases.
Footnotes explain that the awards are dividend equivalents in the form of restricted share units tied to prior equity grants made on March 10 of 2024, 2025, and 2026. Following these acquisitions, she directly holds about 521,114.73 shares of Jackson Financial common stock.
Jackson Financial Inc. EVP and CFO Don W. Cummings reported stock-based awards of common stock on March 26, 2026. In four compensation-related entries coded as grants, he acquired a combined 185.45 shares at a reported price of $0.00 per share.
The awards represent dividend equivalents in the form of restricted share units tied to earlier equity grants made on March 10, 2024, September 10, 2024, March 10, 2025, and March 10, 2026. After these awards, Cummings directly holds 72,529.32 shares of Jackson Financial common stock.
Jackson Financial Inc. executive Carrie Chelko reported receiving additional equity-based compensation rather than trading stock in the market. On March 26, 2026, she acquired three small awards of Jackson Financial common stock, each coded as a grant or other acquisition and priced at $0.00 per share, reflecting non-cash compensation.
Footnotes explain these awards are dividend equivalents in the form of restricted share units, tied to prior equity grants made on March 10, 2024, March 10, 2025, and March 10, 2026, and they remain subject to the same vesting terms, including continued employment through each vesting date. After these awards, Chelko directly owns 88,293.53 shares of common stock according to the filing.
Jackson Financial Inc. executive Savvas Steve Panagiotis Binioris, EVP and Chief Risk Officer, reported several small share awards tied to prior equity grants. On March 26, 2026, he acquired multiple lots of common-stock dividend equivalents in the form of restricted share units at no cost. These awards relate to underlying equity granted on March 10, 2024, March 10, 2025, May 9, 2025, and March 10, 2026, and increased his directly held common stock to 36,889.32 shares.
Jackson Financial Inc. senior vice president and controller Craig A. Anderson reported compensation-related equity awards. On March 26, 2026, he acquired 13.5800 restricted share units tied to dividend equivalents and multiple small grants of Common Stock at no cash cost. These awards relate to earlier equity grants and are subject to continued employment through each vesting date. Following these transactions, he directly holds 1,611.8200 restricted share units and 8,319.3200 shares of Common Stock.
Jackson Financial Inc. director Noles Russell G received a grant of 173.61 shares of Common Stock at a price of $0.00 per share. These shares represent additional restricted share units issued as dividend equivalent units on existing restricted share units and are subject to the same terms and conditions as the original awards. Following this compensation-related acquisition, the director directly holds a total of 36,294.57 shares of Common Stock.
Jackson Financial Inc. director Lippert Martin J received an award of 373.53 shares of Common Stock in the form of additional restricted share units. According to the footnote, these units were granted as dividend equivalent units on existing restricted share units and are subject to the same terms and conditions as the underlying awards. Following this acquisition, his directly owned Common Stock position reported in this filing is 44,341.61 shares.
Jackson Financial Inc. director Lawton Drew received an automatic equity award in the form of additional restricted share units on common stock. On March 26, 2026, he acquired 236.6 restricted share units as dividend equivalent units at a price of $0.00 per share. These dividend equivalent units are subject to the same terms and conditions as the underlying equity awards on which they accrue. Following this grant, Drew holds 28,086.94 shares of Jackson Financial common stock directly.
Jackson Financial Inc. director Derek G. Kirkland reported an acquisition of additional common stock through equity compensation. On March 26, 2026, he received 109.73 shares at a price of $0.00 per share, bringing his directly held stake to 34,559.91 shares.
The filing notes these shares are dividend equivalent units credited on existing restricted share units. These units follow the same vesting and forfeiture terms as the underlying equity awards, making this a routine, compensation-related increase rather than an open-market purchase.
KANDARIAN STEVEN A reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Steven A. Kandarian reported receiving an award of 921.27 shares of Common Stock in the form of additional restricted share units. These units were credited as dividend equivalent units on existing restricted share units and are subject to the same terms and conditions as the original equity awards. Following this grant, Kandarian directly holds 109,364.68 shares of Jackson Financial Inc. common stock.
Jackson Financial Inc. director Gregory T. Durant received an equity award of 236.6 shares of Common Stock. The shares were acquired on March 26, 2026 at a stated price of $0.00 per share, reflecting a compensation-related grant rather than a market purchase.
According to the footnote, these shares are additional restricted share units granted as dividend equivalent units on existing restricted share units and are subject to the same terms and conditions as the underlying awards. After this grant, Durant directly holds a total of 35,586.94 shares of Jackson Financial Inc. common stock.
Jackson Financial Inc. director Lily Fu Claffee acquired 373.53 common share units as a stock-based award. These additional restricted share units were credited as dividend equivalent units on existing restricted share units and carry the same terms and conditions as the underlying equity awards. After this award, she directly holds 44,341.61 common shares and share units in total.
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.
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.
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.
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.
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.
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.
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.
Jackson Financial Inc. Executive Vice President Christopher Raub reported equity awards tied to prior performance grants. On February 2, 2026, he acquired 11,248.23 shares of common stock at $0.00 per share, bringing his directly held common stock to 41,348.27 shares.
He was also granted 4,179.18 restricted share units at $0.00, increasing his directly held restricted share units to 7,015.54 units. Footnotes explain these shares and equivalents were earned based on performance metrics of 2023 performance share unit awards, which cliff vest in March 2026 and September 2026, with one award settling in cash and another converting 1:1 into common stock.
Jackson Financial Inc. reported that CEO and President Laura Louene Prieskorn acquired 146,519.51 shares of common stock on February 2, 2026 at a price of $0.00 per share. These shares, including accrued dividend equivalents, were earned under a 2023 Performance Share Unit award based on achievement of performance metrics.
The filing states that the PSUs will convert into common stock on a 1:1 basis and are scheduled to cliff vest on March 10, 2026. Following this transaction, Prieskorn directly beneficially owns 577,074.22 shares of Jackson Financial common stock.
Jackson Financial Inc. executive Don W. Cummings, EVP and CFO, reported an equity award in company stock. On February 2, 2026, he acquired 14,087.38 shares of Jackson Financial common stock at a price of $0.00 per share, increasing his beneficial ownership to 74,678.85 shares held directly.
The shares reflect stock earned from a 2023 Performance Share Unit (PSU) award, based on achievement of preset performance metrics. These PSUs are scheduled to cliff vest on March 10, 2026 and will convert into common stock on a one-for-one basis.
Jackson Financial Inc. EVP and General Counsel Carrie Chelko reported the acquisition of 25,922.67 shares of Jackson Financial common stock on February 2, 2026 at a price of $0.00 per share, bringing her directly held stake to 98,130.12 shares.
According to the footnote, these shares (including accrued dividend equivalents) were earned under a 2023 Performance Share Unit award that vests in a single tranche on March 10, 2026, subject to continued employment. The PSUs convert into common stock on a one-for-one basis.
Jackson Financial Inc. executive granted performance-based shares
Jackson Financial Inc. EVP and Chief Risk Officer Savvas Steve Panagiotis Binioris reported acquiring 24,794.18 shares of common stock on February 2, 2026 at a price of $0.00 per share. These shares, including accrued dividend equivalents, were earned from a 2023 Performance Share Unit award tied to achievement of performance metrics.
Following this grant, he beneficially owns 47,633.22 common shares in total, held directly. The underlying PSUs are scheduled to cliff vest on March 10, 2026 and will convert into common stock on a one-for-one basis.