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.
Don W. Cummings, EVP and CFO of Jackson Financial Inc. (JXN), reported acquisitions on Form 4 dated 09/25/2025. The filing shows he acquired dividend equivalents in the form of restricted share units (RSUs) tied to five separate equity awards originally granted on March 10, 2023; March 10, 2024; March 10, 2024 (retention award); September 10, 2024; and March 10, 2025. Each line is reported as an acquisition (Code A) and lists the resulting beneficial ownership amounts after each transaction (for example, roughly 60,742 to 60,934 shares shown). The transactions were reported under a power of attorney and the Form 4 was signed by an attorney-in-fact on 09/29/2025.
Carrie Chelko, EVP and General Counsel of Jackson Financial Inc. (JXN), reported acquisitions on 09/25/2025 of dividend equivalents paid as restricted share units related to equity grants dated March 10, 2023, March 10, 2024 and March 10, 2025. The filing shows three separate non-derivative acquisitions recorded as 31.14, 55.22 and 56.29 (units) with resulting beneficial ownership balances of 71,959.24, 72,014.46 and 72,070.75 shares following each transaction. These restricted share units are subject to the same terms as the underlying equity grants and require continued employment through each vesting date.
Christopher Raub, Executive Vice President of Jackson Financial Inc. (JXN), reported acquisitions on 09/25/2025 of dividend equivalents paid in the form of restricted share units (RSUs) tied to prior equity grants. The Form 4 shows multiple non-derivative common stock entries recorded as acquisitions with reported amounts 30,261.57, 30,301.63, 30,344.99 and 30,377.49 shares following each transaction, and a derivative entry reflecting 2,815.4 RSUs underlying common stock acquired at a recorded price of $0.00. Explanations state these are dividend equivalents subject to the same terms as underlying equity grants dated March 10, 2023; September 10, 2023; March 10, 2024; March 10, 2025; and May 9, 2025. The filing was signed by an attorney-in-fact on behalf of the reporting person.
Jackson Financial Inc. director and President & CEO Craig D. Smith acquired dividend equivalents in the form of restricted share units on 09/25/2025, tied to equity grants originally made on March 10, 2023, March 10, 2024, and March 10, 2025. The Form 4 reports three non‑derivative acquisitions (code A) with zero cash price, increasing reported beneficial ownership to 109,259.64, 109,353.12, and 109,443.55 shares after each respective grant credit. The filing was signed by an attorney‑in‑fact on 09/29/2025 and notes a power of attorney on file.
Binioris Savvas Steve Panagiotis, EVP and Chief Risk Officer of Jackson Financial Inc. (JXN), reported insider acquisitions dated 09/25/2025. The Form 4 shows four non‑derivative entries on that date reflecting acquisition of dividend equivalents delivered as restricted share units tied to prior equity grants dated March 10, 2023; March 10, 2024; March 10, 2025; and May 9, 2025. The reported amounts acquired are 28.85, 73.45, 71.05 and 5.9 (units), resulting in beneficial ownership totals of 22,921.41; 22,994.86; 23,065.91; and 23,071.81 shares, respectively, following each reported transaction. The transactions have a reported price of $0.00, and a Power of Attorney is on file with the filing signed by an attorney‑in‑fact on 09/29/2025.
Jackson Financial Inc. (JXN) insider filing discloses that Craig A. Anderson, SVP and Controller, received dividend equivalents in the form of restricted share units (RSUs) on September 25, 2025. The Form 4 shows two non-derivative entries for common stock totaling 5,356.82 and 5,389.11 shares reported as acquired at a $0.00 price, and two derivative entries for RSUs adding 4,618.18 and 4,642.83 underlying common shares, also at $0.00. Explanations state these are dividend equivalents linked to equity grants dated March 10, 2023; March 10, 2024; September 10, 2024; and March 10, 2025, and are subject to continued employment through each vesting date. The form is signed by Kristan L. Richardson as attorney-in-fact on behalf of the reporting person.
Christopher Raub, Executive Vice President and director of Jackson Financial Inc. (JXN), reported a transaction dated 09/10/2025 on Form 4. The filing shows a disposition of 702.2 shares of Jackson Financial common stock at a price of $96.87 per share, leaving the reporting person with 30,248.5 shares beneficially owned, direct. The form notes the shares were withheld to cover tax obligations upon vesting of the second tranche of a September 10, 2023 restricted share unit award; net shares were distributed and fractional shares applied to tax withholding.
The action appears to be a routine tax-related share withholding rather than an open-market sale; a power of attorney is on file and the form was signed by an attorney-in-fact on 09/12/2025.
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.