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. director Derek G. Kirkland reported an open-market sale of 10,000 shares of Common Stock. The weighted average sale price was $108.32 per share, with individual trades ranging from $108.15 to $109.03. After this transaction, he directly holds 34,450.18 shares.
Jackson Financial Inc. Executive Vice President Christopher Raub reported a set of equity compensation events on March 10, 2026. Restricted share units and performance share units granted on March 10, 2023 vested and converted 1:1 into common stock, with 2,836.37 and 4,179.18 converted shares, respectively, then settled in cash with shares disposed back to the issuer at $108.87 per share. Additional common shares of 1,095.22 and 758.59 were withheld at $108.87 per share to cover tax obligations tied to March 10, 2024 and March 10, 2025 RSU vesting. Raub also received a new annual grant of 7,521 restricted share units on March 10, 2026, which vest in three equal annual tranches, and his direct common stock holdings ended at 47,015.46 shares.
Jackson Financial Inc. director and CEO Laura Louene Prieskorn reported compensation-related equity movements in common stock. She received a grant of 29,548 restricted share units on March 10, 2026, which vest in three equal annual tranches. On the same date, a total of 86,106.21 shares of common stock were withheld to satisfy tax withholding obligations tied to vesting RSUs and performance share units from prior grants, rather than sold in the open market.
Jackson Financial Inc. executive vice president and CFO Don W. Cummings reported routine equity compensation activity in the form of restricted and performance share vesting and related tax withholding. On March 10, 2026, a total of 10,929.98 common shares were withheld at $108.87 per share to cover tax obligations tied to multiple tranches of previously granted RSUs and PSUs that vested and converted 1:1 into common stock. On the same date, he received an annual grant of 8,595 restricted share units at no purchase price, scheduled to vest in three equal annual installments. Following these transactions, Cummings directly holds 72,343.87 shares of Jackson Financial common stock. These F-code dispositions reflect tax payments rather than open-market sales, while the A-code entry represents a standard compensation award.
Jackson Financial Inc. executive vice president and general counsel Carrie Chelko reported routine equity compensation activity in common stock. On March 10, 2026, a total of 15,687.03 shares were withheld to cover tax obligations as previously granted RSUs and PSUs vested, at a price of $108.87 per share. The same day, she received a new annual grant of 5,730 restricted share units, which vest in three equal tranches beginning one year after the grant date. After these transactions, Chelko directly held about 88,173 shares of Jackson Financial common stock, reflecting compensation-related adjustments rather than open-market trading.
Jackson Financial Inc. EVP and Chief Risk Officer Savvas Steve Panagiotis Binioris reported routine equity compensation activity involving restricted and performance share units.
On March 10, 2026, a total of 15,716.75 shares of common stock were disposed of at $108.87 per share in four transactions coded "F". According to the footnotes, these shares were withheld to satisfy tax withholding obligations upon vesting of multiple RSU and PSU awards granted in 2023, 2024, and 2025, which convert 1:1 into common stock.
On the same date, he acquired 4,835 shares of common stock in a transaction coded "A" at a stated price of $0.00 per share, reflecting the 2026 annual grant of restricted share units, which vest in three equal tranches beginning on the first anniversary of the grant date. Following these transactions, he directly holds 36,751.47 shares of Jackson Financial common stock.
Jackson Financial Inc. SVP and Controller Craig A. Anderson reported multiple equity compensation events involving performance and restricted share units on March 10, 2026. A total of 2111.64, 1480.92 and 1598.25 earned units vested and converted 1:1 into common stock, consistent with the plan terms.
The company then settled 2111.64, 1480.92 and 1598.25 converted shares in cash through dispositions to the issuer at $108.87 per share. In addition, 616.16 common shares were withheld to cover tax obligations upon vesting of March 10, 2025 restricted share units. Anderson also received a new grant of 3447.00 restricted share units, and following these transactions he directly owned 8258.07 shares of Jackson Financial common stock.
Jackson Financial Inc. reports a mixed 2025, with total sales rising to $23.2 billion from $19.8 billion and assets under management increasing to $351.1 billion. Retail annuity sales grew to $19.7 billion, and institutional product sales reached $3.5 billion.
Net income attributable to common shareholders slipped to a small loss of $17 million versus prior-year income of $902 million, but adjusted operating earnings improved to $1.6 billion. Adjusted operating ROE rose to 14.7%, while the Jackson statutory risk-based capital ratio remained high at 567%.
The company repurchased $634 million of common stock and paid $228 million in common dividends. Jackson continues to focus on U.S. retirement markets with a broad annuity suite, supported by an efficient in-house platform administering most of its more than 2.4 million life and annuity policies.