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. 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.
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. reports solid Q3 2025 results, returning to profitability on a GAAP basis while maintaining strong operating performance. For the quarter ended September 30, 2025, total revenues were $1,416 million versus $2,121 million a year earlier, reflecting volatile net derivative and investment results.
Net income attributable to common shareholders was $65 million, compared with a loss of $(480) million in Q3 2024, with basic EPS of $0.93 versus $(6.37). Pretax adjusted operating earnings, which strip out hedging, market risk benefit and other non-operating items, rose to $505 million from $411 million, led by the Retail Annuities segment.
Total assets reached $353,558 million, up from $338,450 million at December 31, 2024, supported by growth in separate account assets and the investment portfolio. The company continued returning capital, paying common dividends of $173 million and repurchasing $517 million of stock over the first nine months of 2025, while maintaining shareholders’ equity of $10,229 million.
Jackson Financial Inc. reports solid Q3 2025 results, returning to profitability on a GAAP basis while maintaining strong operating performance. For the quarter ended September 30, 2025, total revenues were $1,416 million versus $2,121 million a year earlier, reflecting volatile net derivative and investment results.
Net income attributable to common shareholders was $65 million, compared with a loss of $(480) million in Q3 2024, with basic EPS of $0.93 versus $(6.37). Pretax adjusted operating earnings, which strip out hedging, market risk benefit and other non-operating items, rose to $505 million from $411 million, led by the Retail Annuities segment.
Total assets reached $353,558 million, up from $338,450 million at December 31, 2024, supported by growth in separate account assets and the investment portfolio. The company continued returning capital, paying common dividends of $173 million and repurchasing $517 million of stock over the first nine months of 2025, while maintaining shareholders’ equity of $10,229 million.