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) 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.
Carrie Chelko, EVP and General Counsel of Jackson Financial Inc. (JXN), reported the sale of 3,000 shares of common stock on 08/13/2025 at a weighted average price of $95.40, with individual trade prices ranging from $95.39 to $95.50. After the reported sale, the filing shows beneficial ownership of 71,928.1 shares. The Form 4 was signed under power of attorney on 08/15/2025. The filer notes the weighted-average price and offers to provide transaction-level details on request.
Jackson Financial's Form 4 discloses that Craig D. Smith, identified as a director and as an officer (President and CEO of PPM America), reported a disposition of 2,500 shares of the company's common stock. The sale is recorded with a transaction code of S at a reported price of $91.67 per share.
The filing states the shares were sold from a brokerage account in the name of "Craig D. Smith TTEE Craig D. Smith TR dated May 8, 2003, U/A 5/8/03 FBO Craig D. Smith," where the reporting person is the trustee and beneficiary. The form notes a power of attorney on file and was signed by Koreen A. Ryan as attorney-in-fact. Table II lists no derivative transactions.
Craig D. Smith, identified as the reporting person, reported insider sales of Jackson Financial Inc. (JXN) common stock executed through a trust for which he is trustee and beneficiary. The filing shows 1,500 shares sold on 08/07/2025 at $88.44 per share (reported as multiple transactions) and 3,500 shares sold on 08/08/2025 at $89.96 per share (also reported as multiple transactions). The filing lists the reporting persons relationship as a director and an officer (President and CEO, PPM America). The explanatory footnotes state the shares were sold by the Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, and that the reporting person will provide transaction detail upon request. The filing includes reported beneficial ownership figures of 115,200.39 and 111,700.39 following the respective transactions and notes a power of attorney is on file.
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