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. is offering senior unsecured notes under a preliminary prospectus supplement. The notes will be unsecured senior obligations that rank equally with the Issuer’s other unsecured senior indebtedness, bear interest payable semi‑annually and will be issued in book‑entry form through DTC.
The prospectus supplement states proceeds are expected to be used for general corporate purposes, which may include repaying or redeeming the Issuer’s $400,000,000 5.170% Senior Notes due 2027 and/or Jackson National Life’s $250,000,000 8.15% surplus notes due 2027. The offering is a new issue and there is currently no established public market for the notes.
STECHER ESTA E reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Esta E. Stecher received equity awards in the form of restricted share units (RSUs) tied to 2026–2027 director compensation. One award covers 1,447 RSUs that cliff vest on June 1, 2027 or the next annual shareholder meeting, whichever comes first.
A second award covers 1,727 RSUs that Ms. Stecher elected to take in equity instead of the cash portion of her 2026–2027 director fees. These RSUs vest in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Vested RSUs will settle into common stock on a 1:1 basis, with any fractional share settled in cash.
Jackson Financial Inc. director Russell G. Noles received an equity award as part of 2026-2027 Annual Director Compensation. He was granted 1,727 restricted share units (RSUs) on June 1, 2026, which will convert into an equal number of common shares when they vest.
The RSUs cliff vest on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever happens first. After this award, Noles directly holds 38,021.57 shares of common stock, reflecting a routine compensation-related increase in his ownership stake.
Lippert Martin J reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Martin J. Lippert reported awards of restricted share units tied to the company’s common stock as part of his 2026–2027 annual director compensation. On June 1, 2026, he received one grant covering 1,167 RSUs that cliff vest on June 1, 2027, or at the next annual meeting of shareholders, whichever happens first. A second grant covers 1,727 RSUs where he elected equity instead of the cash portion of his director pay; these RSUs vest in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. The RSUs carry no purchase price and, once vested and upon the end of his service, will settle into Jackson Financial common shares on a 1:1 basis, with any fractional share paid in cash.
Jackson Financial Inc. director Lawton Drew received an equity award as part of the 2026-2027 annual director compensation program. He acquired 1,727 restricted share units (RSUs) on common stock at a stated price of $0.00 per share, reflecting a non-cash grant rather than an open-market purchase.
The RSUs cliff vest on June 1, 2027, or at the next annual meeting of shareholders, whichever comes first. Once vested and upon the end of his board service, the RSUs will settle into an equivalent number of common shares on a 1-for-1 basis, with any fractional share paid in cash. After this award, Drew directly holds 29,813.94 shares of Jackson Financial common stock.
Kirkland Derek G reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Derek G. Kirkland reported an equity compensation grant rather than an open-market trade. He was awarded 1,727 restricted share units (RSUs) of common stock on June 1, 2026 as part of the company’s 2026–2027 annual director compensation program. These RSUs cliff vest on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever happens first. Once vested, the RSUs will settle into common shares on a 1:1 basis, with any fractional share paid in cash. After this award, Kirkland directly holds 36,286.91 shares of Jackson Financial common stock.
KANDARIAN STEVEN A reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Steven A. Kandarian received an equity award of 3,081 shares tied to common stock as part of 2026-2027 annual director compensation. The award is in the form of restricted share units that were granted on June 1, 2026 at no cash cost to him.
The RSUs cliff vest on June 1, 2027 or at the next annual shareholder meeting, whichever comes first, and will settle into common shares on a 1:1 basis, with any fractional share paid in cash. After this grant, Kandarian is reported as directly owning 112,445.68 shares of Jackson Financial common stock.
Durant Gregory T reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Gregory T. Durant received an equity award through restricted share units. He was granted 1,727 shares of Common Stock on June 1, 2026 as part of the 2026-2027 Annual Director Compensation, at no cash purchase price.
The award consists of RSUs that cliff vest on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever happens first. Once vested and upon the end of his board service, the RSUs will settle into common stock on a one-for-one basis, with any fractional share paid in cash. Following this grant, Durant directly holds 37,313.94 shares of Common Stock.
Claffee Lily Fu reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Lily Fu Claffee reported two stock-based compensation grants in the form of restricted share units (RSUs) tied to common stock. She received 1,167 RSUs as part of the 2026-2027 Annual Director Compensation and 1,727 RSUs after electing equity instead of the cash portion of that compensation.
The first RSU award cliff vests on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever comes earlier. The second award vests in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the end of her board service, vested RSUs will settle one-for-one in common shares, with any fractional shares paid in cash.
Jackson Financial Inc. reported the final results of its annual shareholder meeting held on May 21, 2026. Shareholders elected all director nominees to the Board for one-year terms, with each nominee receiving over 54.5 million votes in favor and limited votes against or abstaining.
Shareholders also ratified the appointment of KPMG LLP as independent auditor for the fiscal year ending December 31, 2026, with 60,759,089 votes for and 1,784,842 against. In a non-binding advisory vote, shareholders approved executive compensation, with 54,284,534 votes in favor and 1,040,877 against, out of 70,413,578 shares entitled to vote as of March 24, 2026.