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. (JXN) reported an insider equity transaction by its EVP and Chief Risk Officer on a Form 4. On 11/20/2025, the executive had 370.78 shares of common stock withheld at $91.82 per share to cover FICA taxes tied to accelerated vesting of restricted share units from the March 10, 2025 annual grant. On the same date, an additional 30.8 shares were withheld at $91.82 per share for taxes on accelerated vesting of restricted share units from a May 9, 2025 off-cycle grant. Following these tax-related withholdings, the reporting person beneficially owned 22,670.23 shares of Jackson Financial common stock, held directly.
Jackson Financial Inc. (JXN) furnished a slide presentation as Exhibit 99.1 under Regulation FD to accompany its third quarter ended September 30, 2025 earnings call, scheduled for Wednesday, November 5, 2025 at 11:00 a.m. Eastern Time.
The materials are furnished, not filed, and include forward-looking statements. The presentation uses non-GAAP measures with reconciliations provided in a dedicated appendix, and references statutory measures from Jackson National Life Insurance Company filings. The company highlights its investor relations website and select social media channels as primary disclosure outlets.
Jackson Financial Inc. (JXN) furnished an 8-K announcing financial results for the third quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The company included forward-looking statements and cautioned that actual results may differ due to risks outlined in prior filings. The materials reference non-GAAP measures with reconciliations in Exhibit 99.1 and certain statutory metrics. Jackson also highlighted its investor relations website and select social media channels as primary disclosure outlets.
Jackson Financial, Inc. (JXN) filed a Form 8-K noting that it uses its investor relations website investors.jackson.com and certain senior executives' social media channels to communicate with investors and the public. The company warns that communications on those channels could be deemed material and that investors should monitor the investor relations site in addition to press releases, SEC filings, conference calls, presentations, and webcasts. The filing also states that information on the website or social media is not incorporated by reference into the report.
Stecher Esta E, a director of Jackson Financial Inc. (JXN), reported an acquisition on 09/25/2025 of 364.94 shares of the issuer's common stock at a reported price of $0.00. The filing states these shares represent additional restricted share units received as dividend equivalent units (DEUs) on existing restricted share units and unvested restricted stock, and that the DEUs are subject to the same terms as the underlying awards. After the reported transaction the filing shows beneficial ownership of 46,971.72 shares. The Form 4 was signed by an attorney-in-fact.
Jackson Financial director Russell G. Noles reported receipt of 157.6 shares of Common Stock on 09/25/2025 as dividend equivalent units (DEUs) credited to restricted share units and unvested restricted stock. The DEUs carry the same terms as the underlying awards and were recorded at $0.00 price. After the transaction, the filing shows 35,969.92 shares beneficially owned. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
Martin J. Lippert, a director of Jackson Financial Inc. (JXN), reported an acquisition of additional common stock on 09/25/2025. The Form 4 shows a transaction coded A for 339.07 shares acquired at a price of $0.00, increasing his directly beneficially owned shares to 43,643.1. The filing explains these shares represent dividend equivalent units (DEUs) credited on restricted share units and unvested restricted stock; the DEUs are subject to the same terms and conditions as the underlying awards. The Form 4 was signed under power of attorney by Kristan L. Richardson on 09/29/2025.
Lawton Drew, a director of Jackson Financial Inc. (JXN), reported a Section 16 transaction dated 09/25/2025 showing 214.78 shares of Common Stock acquired as dividend equivalent units (DEUs) on restricted share units and unvested restricted stock. The transaction is recorded at a $0.00 price, and the filing reports 27,644.49 shares beneficially owned following the award. The DEUs are stated to be subject to the same terms and conditions as the underlying equity awards. The Form 4 was signed via power of attorney on 09/29/2025.
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