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. disclosed a strategic transaction with TPG under which it will sell 4,715,554 new common shares, representing about 6.5% of outstanding stock on a post-issuance basis, to an affiliate of TPG for $500 million in cash. The sale is an unregistered private placement relying on Section 4(a)(2) of the Securities Act and is subject to customary closing conditions.
The $500 million from TPG, combined with $150 million of the company’s excess cash, will initially capitalize a new Michigan-based captive reinsurer, Hickory Brooke Reinsurance Company, intended to support further sales of fixed and fixed index annuities. The deal also includes a broader partnership: TPG will manage general account assets for Jackson’s insurance subsidiaries with a target of $12 billion in assets under management over five years, governed by long-term investment management agreements.
The Investment Agreement sets a 9.9% ownership cap for TPG, a two-year minimum holding period, sale limits, standstill restrictions, and a requirement for Jackson to provide shelf registration for TPG’s resale of its Jackson shares. In return, Jackson Brooke LLC will receive 2,279,109 TPG Class A shares at closing and may receive additional TPG shares valued at $150 million if AUM tied to the arrangements reaches $20 billion before the tenth anniversary of closing.
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.