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 insider Don W. Cummings, EVP and CFO, reported a routine withholding sale related to the vesting of restricted share units. On 09/10/2025 the form shows 792.42 shares were disposed at a price of $96.87 to cover the reporting person’s tax obligation on the first tranche of a September 10, 2024 restricted share unit award. After the withholding, the report lists 60,725.96 shares beneficially owned by the reporting person, held directly. The filing notes net shares were distributed and fractional shares applied to cover taxes.
Craig A. Anderson, SVP and Controller of Jackson Financial Inc. (JXN), reported a disposition on 09/10/2025 linked to the vesting of restricted share units. The filing shows 208.49 shares were withheld to cover the reporting person's tax obligation related to the first tranche of a September 10, 2024 RSU award, at an indicated price of $96.87 per share. After the withholding, the reporting person beneficially owned 5,349.33 shares directly. The Form 4 was signed by an attorney-in-fact on 09/12/2025, and the filing notes a power of attorney on file.
Jackson Financial Inc. reported details of a separation agreement with Scott Romine, formerly of Jackson National Life Distributors LLC. Under the company’s Severance Plan, Mr. Romine will receive an aggregate cash payment of $2,474,061 to be paid within 30 days of August 14, 2025, along with a pro-rated cash bonus for 2025. He will also receive common shares tied to previously granted long-term incentive plan awards, plus health, welfare, retirement and other benefits typically available to executives. The agreement includes restrictive covenants covering confidential information, non-solicitation, non-competition and a release of claims.
Carrie Chelko, EVP and General Counsel of Jackson Financial Inc. (JXN), reported the sale of 3,000 shares of common stock on 08/13/2025 at a weighted average price of $95.40, with individual trade prices ranging from $95.39 to $95.50. After the reported sale, the filing shows beneficial ownership of 71,928.1 shares. The Form 4 was signed under power of attorney on 08/15/2025. The filer notes the weighted-average price and offers to provide transaction-level details on request.
Jackson Financial's Form 4 discloses that Craig D. Smith, identified as a director and as an officer (President and CEO of PPM America), reported a disposition of 2,500 shares of the company's common stock. The sale is recorded with a transaction code of S at a reported price of $91.67 per share.
The filing states the shares were sold from a brokerage account in the name of "Craig D. Smith TTEE Craig D. Smith TR dated May 8, 2003, U/A 5/8/03 FBO Craig D. Smith," where the reporting person is the trustee and beneficiary. The form notes a power of attorney on file and was signed by Koreen A. Ryan as attorney-in-fact. Table II lists no derivative transactions.
Craig D. Smith, identified as the reporting person, reported insider sales of Jackson Financial Inc. (JXN) common stock executed through a trust for which he is trustee and beneficiary. The filing shows 1,500 shares sold on 08/07/2025 at $88.44 per share (reported as multiple transactions) and 3,500 shares sold on 08/08/2025 at $89.96 per share (also reported as multiple transactions). The filing lists the reporting persons relationship as a director and an officer (President and CEO, PPM America). The explanatory footnotes state the shares were sold by the Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, and that the reporting person will provide transaction detail upon request. The filing includes reported beneficial ownership figures of 115,200.39 and 111,700.39 following the respective transactions and notes a power of attorney is on file.