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.
Derek G. Kirkland, a director of Jackson Financial Inc. (JXN), reported an acquisition of 99.61 shares of common stock on 09/25/2025 as dividend equivalent units (DEUs) credited on restricted share units and unvested restricted stock. The DEUs were issued at a price of $0.00 and are subject to the same terms and conditions as the underlying awards. After the transaction, Mr. Kirkland beneficially owns 44,354.71 shares. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/29/2025, and a power of attorney is on file.
Steven A. Kandarian, a director of Jackson Financial Inc. (JXN), reported receipt of additional shares on 09/25/2025. The Form 4 shows 836.32 common shares were acquired at a reported price of $0.00, reflecting dividend equivalent units (DEUs) credited on restricted share units and unvested restricted stock, which remain subject to the underlying awards' terms. After this transaction Kandarian beneficially owned 107,641.9 shares.
The filing was executed under power of attorney and signed on 09/29/2025. No cash purchase or option exercise is reported; the change represents non-cash accruals tied to existing equity awards.
Gregory T. Durant, a director of Jackson Financial Inc. (JXN), reported an acquisition of dividend-equivalent restricted share units on 09/25/2025. The Form 4 shows 214.78 shares were added at a reported price of $0.00, increasing his beneficial ownership to 35,144.49 shares held directly. The filing states these shares are dividend equivalent units (DEUs) credited on existing restricted share units and unvested restricted stock and remain subject to the same terms as the underlying awards. A power of attorney is on file and the form was signed by an attorney-in-fact on 09/29/2025.
Reporting person Lily Fu Claffee, a director of Jackson Financial Inc. (JXN), reported an acquisition on 09/25/2025 of 339.07 shares of common stock as an award (Transaction Code A) recorded at a $0.00 price. The filing states these shares represent dividend equivalent units (DEUs) credited on restricted share units and unvested restricted stock and that the DEUs follow the same terms as the underlying awards. Following the transaction, Claffee beneficially owns 43,643.1 shares (reported as direct ownership). The form was signed by an attorney-in-fact on 09/29/2025.
Laura Louene Prieskorn, CEO, President and Director of Jackson Financial Inc. (JXN), reported three insider acquisitions on 09/25/2025. She acquired dividend equivalents in the form of restricted share units tied to prior equity grants dated March 10, 2023, March 10, 2024, and March 10, 2025. The reported acquisition amounts were 170.45, 274.73, and 278.68 units, respectively, at a reported price of $0.00 (dividend equivalents). Following these transactions, beneficial ownership totals were reported as 430,799.73, 431,074.46, and 431,353.14 shares on successive lines of the filing. The Form 4 was signed by an attorney-in-fact on 09/29/2025 and notes a power of attorney on file.
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.