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. 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.
Jackson Financial Inc. officer Craig A. Anderson reported an acquisition of restricted share units tied to company stock-based compensation. On February 2, 2026, he acquired 2,111.64 restricted share units at a price of $0.00, bringing his total derivative holdings to 6,789.05 units held directly. These units were earned based on performance metrics from a 2023 Performance Share Unit Award and cliff vest on March 10, 2026, subject to continued employment. Each unit represents a contingent right to receive one share of JFI common stock, and upon vesting the award will settle in cash.
Jackson Financial Inc. officer, President and CEO of PPM America, reported receiving additional common stock-based awards on 12/18/2025. The Form 4 shows three acquisitions of common stock in fractional amounts of 56.79, 89.59, and 83.14 shares at a price of $0.00 per share, reflecting dividend equivalents credited as restricted share units. Following these transactions, the reporting person beneficially owned a little over 109,000 common shares in each line item, held directly. The explanations clarify that each grant represents dividend equivalents on prior equity awards made in March 2023, March 2024, and March 2025, all subject to the same terms as those underlying awards.
Jackson Financial Inc. reported an insider equity transaction by an Executive Vice President. On 12/18/2025, the executive acquired small amounts of common stock and restricted share units at a price of $0.00 per unit as dividend equivalents tied to earlier equity grants made on March 10, 2023, September 10, 2023, March 10, 2024, March 10, 2025, and May 9, 2025. Following these awards, the executive directly beneficially owned 2,836.36 restricted share units, with updated common stock holdings shown in the filing.
Jackson Financial Inc. CEO and President, who also serves as a director, reported acquiring additional common stock-based awards on 12/18/2025. These were credited as dividend equivalents in the form of restricted share units tied to prior equity grants made on March 10 of 2023, 2024, and 2025.
The transactions added 163.36, 263.3, and 256.26 common stock units at a price of $0.00 per unit. Following these awards, the reporting person’s beneficial ownership of common stock reflected amounts of 430,062.15, 430,325.45, and 430,581.71 shares, all held directly. These awards follow the same terms and conditions as the underlying equity grants.
Jackson Financial Inc.'s executive vice president and chief financial officer reported additional share-based awards in a Form 4 filing. On 12/18/2025, the insider acquired small amounts of common stock equivalents through dividend equivalents credited as restricted share units tied to prior equity grants made on March 10, 2023, March 10, 2024, March 10, 2024 as a retention award, September 10, 2024, and March 10, 2025. These awards were recorded at a price of $0.00 per unit. Following these transactions, the reporting person held a total of 60,591.47 common stock equivalents directly, reflecting accumulated equity compensation rather than an open-market purchase or sale.
Jackson Financial Inc. reported that its EVP and General Counsel acquired additional stock-based units tied to prior equity awards. On 12/18/2025, the executive received dividend equivalents in the form of restricted share units linked to grants originally awarded on March 10, 2023, March 10, 2024, and March 10, 2025. These awards added 29.84, 52.92, and 53.94 common stock units, respectively, all at a price of $0.00 per unit. Following these transactions, the filing shows directly owned common stock-based units of 72,100.59, 72,153.51, and 72,207.45 after each step, with all dividend-equivalent units subject to the same vesting terms and continued employment requirements as the underlying grants.
Jackson Financial Inc. executive reports dividend-equivalent share units. On 12/18/2025, the company’s EVP and Chief Risk Officer reported automatic acquisitions of small amounts of Jackson Financial common stock in the form of restricted share units credited as dividend equivalents. These awards were tied to earlier equity grants made on March 10, 2023, March 10, 2024, March 10, 2025 and May 9, 2025. The units were acquired at a price of $0.00 per share, reflecting non-cash, equity-based compensation. Following these transactions, the reporting person directly beneficially owned a total of 22,839.04 shares of Jackson Financial common stock.
Jackson Financial Inc. reported an insider equity award for its SVP and Controller, who filed individually. On December 18, 2025, the reporting person acquired small amounts of additional common stock through dividend equivalents in the form of restricted share units. Table I shows common stock acquisitions of 7.17 and 30.95 shares at a price of $0.00 per share, bringing the beneficially owned common stock balances to 5,396.28 and 5,427.23 shares held directly. Table II shows restricted share units tied to common stock, with 10.95 and 23.63 units acquired at a price of $0.00, resulting in 4,653.78 and 4,677.41 units directly owned. The dividend-equivalent awards follow earlier equity grants from March 10, 2023, March 10, 2024, September 10, 2024, and March 10, 2025, and remain subject to continued employment through each vesting date.
Jackson Financial Inc. reported an insider equity transaction by a company director. On 12/18/2025, the director acquired 349.77 shares of common stock at a price of $0.00, recorded as an increase in beneficial ownership.
According to the notes, these shares represent additional restricted share units received as dividend equivalent units on existing restricted share units, and they are subject to the same terms and conditions as the underlying awards. Following this transaction, the director beneficially owned 47,321.49 shares of Jackson Financial common stock in direct form.
Jackson Financial Inc. reported a routine equity award transaction for one of its directors. On 12/18/2025, the director received 151.04 shares of Jackson Financial Inc. common stock at a price of $0.00 per share, recorded as an acquisition. These shares were granted in the form of additional restricted share units credited as dividend equivalent units, which follow the same terms and conditions as the underlying equity awards. After this transaction, the director beneficially owned 36,120.96 shares of common stock in direct ownership.
Jackson Financial Inc. director reports a routine equity award. On 12/18/2025, the director acquired 324.98 shares of Jackson Financial Inc. common stock at a price of $0.00 per share. After this transaction, the director beneficially owned 43,968.08 shares held directly.
The shares were issued as additional restricted share units in the form of dividend equivalent units, which accrue on existing restricted share units when dividends are paid. These dividend equivalent units are subject to the same terms and conditions as the underlying equity awards.
Jackson Financial Inc. director reported a routine equity award related to existing grants. On 12/18/2025, the reporting person acquired 205.85 shares of common stock at a price of $0.00, bringing total beneficial ownership to 27,850.34 shares held directly.
The filing explains that these shares represent additional restricted share units received as dividend equivalent units on outstanding restricted share units, and they carry the same terms and conditions as the underlying equity awards.
Jackson Financial Inc. director reports additional stock units from dividends. A Jackson Financial Inc. (JXN) director filed a Form 4 reporting an acquisition of 95.47 shares of common stock on 12/18/2025. These shares represent additional restricted share units received as dividend equivalent units on existing restricted share units, and carry the same terms and conditions as the original equity awards. The transaction price is listed as $0.00 per share, reflecting that these units were granted rather than purchased in the market. Following this transaction, the director beneficially owns 44,450.18 shares of Jackson Financial common stock in direct ownership.
Jackson Financial Inc. reported a routine insider equity grant to a director. On 12/18/2025, the director acquired 801.51 shares of common stock at a price of $0.00 per share, increasing the number of shares beneficially owned to 108,443.41, held directly.
The transaction reflects additional restricted share units received as dividend equivalent units, which means extra units were credited in connection with dividends on existing restricted share units. These new units are subject to the same terms and conditions as the original equity awards, so they vest and are restricted in the same way as the underlying grants.
Jackson Financial Inc. director reports additional stock-based award units. A board member of Jackson Financial Inc. (ticker JXN) acquired 205.85 shares of common stock on 12/18/2025 at a stated price of $0.00. After this transaction, the director beneficially owns 35,350.34 shares of common stock in direct form. The company notes these shares represent additional restricted share units received as dividend equivalent units, which follow the same terms and conditions as the original equity awards.
Jackson Financial Inc. director reports additional stock units from dividends
A director of Jackson Financial Inc. reported an acquisition of 324.98 shares of common stock on 12/18/2025. These were credited at a price of $0.00 per share, reflecting dividend equivalent units paid on existing restricted share units rather than a cash purchase. Following this transaction, the director beneficially owns 43,968.08 shares of Jackson Financial Inc. common stock in direct ownership form. The filing explains that the dividend equivalent units are subject to the same terms and conditions as the underlying restricted equity awards on which they accrue.
Jackson Financial Inc. (JXN) reported a routine insider transaction by an executive officer on a Form 4. The President and CEO of PPM America had 473.55 shares of common stock withheld on 11/20/2025 at a price of $91.82 per share. This withholding was to cover FICA taxes related to the executive becoming retirement-eligible and the accelerated vesting of an equal number of restricted share units from the March 10, 2025 annual grant. After this transaction, the executive directly beneficially owned 108,970 shares of Jackson Financial common stock.
Jackson Financial Inc. (JXN) executive vice president reported routine share withholding tied to equity awards. On 11/20/2025, the company withheld 227.57 shares of common stock at $91.82 per share, identified with code F, to cover FICA taxes on accelerated vesting of restricted share units from the March 10, 2025 annual grant. On the same date, the company also withheld 170.54 shares at $91.82 per share, also coded F, for FICA taxes on accelerated vesting of restricted share units from a May 9, 2025 off-cycle grant as the reporting person became retirement eligible.
After these transactions, the executive directly beneficially owned 29,979.38 shares of Jackson Financial common stock.
Jackson Financial Inc. (JXN) CEO, President and Director reported a routine equity compensation-related transaction on a Form 4. On 11/20/2025, 1,454.35 shares of common stock were withheld at $91.82 per share, coded "F" for tax withholding.
The withheld shares came from common stock issued upon the accelerated vesting, on a 1:1 basis, of an equal number of restricted share units from the March 10, 2025 annual grant, to cover FICA taxes as the executive became retirement eligible. After this transaction, the reporting person beneficially owned 429,898.79 shares of Jackson Financial common stock directly.
Jackson Financial Inc. (JXN) EVP and CFO reports tax-related share withholding
Jackson Financial Inc.'s Executive Vice President and Chief Financial Officer reported two transactions in company common stock dated 11/20/2025. The filing shows that 150.64 shares and 386.72 shares of common stock were withheld at a price of $91.82 per share. These withholdings were used to cover FICA taxes triggered when the executive became retirement eligible.
Both transactions relate to the accelerated vesting, on a 1:1 basis, of restricted share units granted on September 10, 2024 (mid-cycle grant) and March 10, 2025 (annual grant. After these transactions, the executive beneficially owned 60,783.08 and then 60,396.36 shares of Jackson common stock, held directly.
Jackson Financial Inc. (JXN) reported an insider equity transaction by its EVP and Chief Risk Officer on a Form 4. On 11/20/2025, the executive had 370.78 shares of common stock withheld at $91.82 per share to cover FICA taxes tied to accelerated vesting of restricted share units from the March 10, 2025 annual grant. On the same date, an additional 30.8 shares were withheld at $91.82 per share for taxes on accelerated vesting of restricted share units from a May 9, 2025 off-cycle grant. Following these tax-related withholdings, the reporting person beneficially owned 22,670.23 shares of Jackson Financial common stock, held directly.