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.
This page provides access to Jackson Financial Inc. (NYSE: JXN) SEC filings, offering detailed insight into the company’s retirement services and annuity-focused life insurance operations. As a U.S. holding company with segments in Retail Annuities, Institutional Products, Closed Life and Annuity Blocks, and Corporate and Other, Jackson uses its SEC reports to describe business performance, capital position and material corporate events.
Investors looking for JXN 10-K and 10-Q reports can use these filings to review segment results, including retail annuity sales across variable annuities, registered index-linked annuities, fixed index annuities, fixed annuities and payout annuities, as well as institutional product activity and closed block performance. These reports often include discussions of statutory total adjusted capital at Jackson National Life Insurance Company, estimated risk-based capital ratios, liquidity at the holding company and capital return to shareholders through dividends and share repurchases. Non-GAAP measures such as adjusted operating earnings and free cash flow are typically reconciled to the most comparable GAAP measures in appendices referenced in the filings.
Current reports on Form 8-K are especially relevant for tracking material events affecting JXN stock. Recent 8-K filings describe an investment agreement with TPG Inc. and an affiliate, under which TPG will acquire a minority equity stake in Jackson and enter long-term investment management arrangements targeting general account assets, as well as related voting alignment and ownership limitations. Other 8-Ks cover quarterly earnings releases, slide presentations used on earnings calls, leadership changes at subsidiaries such as PPM America, Inc., executive separation or retirement agreements and board actions related to capital management.
Through this page, users can also monitor insider and equity-related disclosures that appear in SEC reports, including information about unregistered sales of equity securities, equity-based compensation arrangements and preferred stock depositary shares. Stock Titan’s AI-powered tools can help summarize lengthy filings, highlight key terms in investment agreements, and clarify how Jackson’s regulatory disclosures relate to its annuity-focused business model and capital strategy.
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.
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