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.
Jackson Financial Inc. entered a long-term strategic partnership with TPG Inc., highlighted by a $500 million common equity investment from TPG into Jackson. In return, Jackson issued 4,715,554 shares of its common stock to TPG, representing an approximate 6.5% equity stake at issuance.
As part of the deal, a Jackson subsidiary received 2,279,109 shares of TPG Class A common stock, and the firms established a non-exclusive investment management arrangement with a 10-year initial term and automatic one-year renewals through year 15. TPG will provide investment grade asset-based finance and direct lending capabilities to support Jackson’s spread-based business and future insurance solutions.
Jackson Financial Inc. Executive Vice President Christopher Raub reported equity awards tied to prior performance grants. On February 2, 2026, he acquired 11,248.23 shares of common stock at $0.00 per share, bringing his directly held common stock to 41,348.27 shares.
He was also granted 4,179.18 restricted share units at $0.00, increasing his directly held restricted share units to 7,015.54 units. Footnotes explain these shares and equivalents were earned based on performance metrics of 2023 performance share unit awards, which cliff vest in March 2026 and September 2026, with one award settling in cash and another converting 1:1 into common stock.
Jackson Financial Inc. reported that CEO and President Laura Louene Prieskorn acquired 146,519.51 shares of common stock on February 2, 2026 at a price of $0.00 per share. These shares, including accrued dividend equivalents, were earned under a 2023 Performance Share Unit award based on achievement of performance metrics.
The filing states that the PSUs will convert into common stock on a 1:1 basis and are scheduled to cliff vest on March 10, 2026. Following this transaction, Prieskorn directly beneficially owns 577,074.22 shares of Jackson Financial common stock.
Jackson Financial Inc. executive Don W. Cummings, EVP and CFO, reported an equity award in company stock. On February 2, 2026, he acquired 14,087.38 shares of Jackson Financial common stock at a price of $0.00 per share, increasing his beneficial ownership to 74,678.85 shares held directly.
The shares reflect stock earned from a 2023 Performance Share Unit (PSU) award, based on achievement of preset performance metrics. These PSUs are scheduled to cliff vest on March 10, 2026 and will convert into common stock on a one-for-one basis.
Jackson Financial Inc. EVP and General Counsel Carrie Chelko reported the acquisition of 25,922.67 shares of Jackson Financial common stock on February 2, 2026 at a price of $0.00 per share, bringing her directly held stake to 98,130.12 shares.
According to the footnote, these shares (including accrued dividend equivalents) were earned under a 2023 Performance Share Unit award that vests in a single tranche on March 10, 2026, subject to continued employment. The PSUs convert into common stock on a one-for-one basis.
Jackson Financial Inc. executive granted performance-based shares
Jackson Financial Inc. EVP and Chief Risk Officer Savvas Steve Panagiotis Binioris reported acquiring 24,794.18 shares of common stock on February 2, 2026 at a price of $0.00 per share. These shares, including accrued dividend equivalents, were earned from a 2023 Performance Share Unit award tied to achievement of performance metrics.
Following this grant, he beneficially owns 47,633.22 common shares in total, held directly. The underlying PSUs are scheduled to cliff vest on March 10, 2026 and will convert into common stock on a one-for-one basis.
Jackson Financial Inc. officer Craig A. Anderson reported an acquisition of restricted share units tied to company stock-based compensation. On February 2, 2026, he acquired 2,111.64 restricted share units at a price of $0.00, bringing his total derivative holdings to 6,789.05 units held directly. These units were earned based on performance metrics from a 2023 Performance Share Unit Award and cliff vest on March 10, 2026, subject to continued employment. Each unit represents a contingent right to receive one share of JFI common stock, and upon vesting the award will settle in cash.
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.