What SEC filings does Jackson Financial Inc. submit to the SEC?

Jackson Financial Inc. (JXN) submits several types of SEC filings including Form 4 (insider transactions), Form 144 (proposed insider sales), 8-K reports (material events such as earnings releases, acquisitions, leadership changes), and periodic reports — the 10-Q (quarterly) and 10-K (annual). All filings are publicly available through SEC EDGAR.

What does a Form 4 filing tell me about JXN?

A Form 4 for JXN discloses a transaction by a company insider — typically a director, officer, or 10%+ shareholder. It shows the source-reported date, number of shares, price, and updated ownership. These facts do not establish motive or predict future returns.

How do I interpret an 8-K filing from Jackson Financial Inc.?

An 8-K signals a material event requiring prompt disclosure. Common triggers include earnings pre-announcements, acquisitions, leadership appointments or departures, credit changes, or regulatory actions. Read the item codes inside the filing to understand exactly what was disclosed before drawing conclusions.

What is the difference between a 10-K and 10-Q for JXN?

The 10-K is Jackson Financial Inc.'s annual report with fully audited financial statements, comprehensive MD&A, and complete risk factor disclosures — filed 60–90 days after fiscal year-end. The 10-Q is a lighter quarterly report with unaudited financials filed for the first three quarters. Together they provide a continuous financial picture of the company.

Where can I see all JXN SEC filings directly on EDGAR?

You can view all historical Jackson Financial Inc. filings on the SEC EDGAR company page for JXN. Each filing card on this page links directly to the original SEC document.

How often does Jackson Financial Inc. file with the SEC?

Jackson Financial Inc. files one 10-K per year and up to three 10-Qs per year. Form 4 insider transactions must be reported within two business days of each trade, so the frequency depends on how often insiders are buying or selling JXN shares. 8-K filings occur whenever a material event happens — which can be several times per quarter for an active company.

JXN SEC Filing News — Jackson Financial Inc.

Latest SEC filings for Jackson Financial Inc. (JXN) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-14.

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides …

Sector: Financial Services Industry: Insurance - Life Market Cap: $8.7B CIK: 1822993

Total Filings

Bullish Classifications

Bearish Classifications

Insider Transactions

Material Events (8-K)

Periodic Reports

Rule-based classifications for JXN currently lean bearish. Of the 20 filing records displayed, 2 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.

JXN Filing Activity Snapshot 2026-08-03 — 2026-10-14

Insider Transactions (Form 4)

0 buys vs 2 sells

Net insider selling in this period — insiders sell for many reasons beyond conviction.

Largest Form 144 Filing

$1.01M

Chelko Carrie (EVP and General Counsel) · 2026-08-06

7,500 shares · Form 4

Insider Transactions 18 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 18 filings in this group are Form 4s for Jackson Financial Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 18 insider filings shown, the breakdown is 14 compensation award, 2 open-market sale and 2 tax withholding. 2 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Compensation award ×14: Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Open-market sale ×2: The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Tax withholding ×2: Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

STECHER ESTA E (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	354	—	—

Filing: Form 4 (Insider Transaction) Insider: STECHER ESTA E (Director) Shares: 354

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Noles Russell G (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	155	—	—

Filing: Form 4 (Insider Transaction) Insider: Noles Russell G (Director) Shares: 155

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Lippert Martin J (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	329	—	—

Filing: Form 4 (Insider Transaction) Insider: Lippert Martin J (Director) Shares: 329

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Lawton Drew (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	207	—	—

Filing: Form 4 (Insider Transaction) Insider: Lawton Drew (Director) Shares: 207

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Kirkland Derek G (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	102	—	—

Filing: Form 4 (Insider Transaction) Insider: Kirkland Derek G (Director) Shares: 102

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

KANDARIAN STEVEN A (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	784	—	—

Filing: Form 4 (Insider Transaction) Insider: KANDARIAN STEVEN A (Director) Shares: 784

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Claffee Lily Fu (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	329	—	—

Filing: Form 4 (Insider Transaction) Insider: Claffee Lily Fu (Director) Shares: 329

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Raub Christopher (EVP JFI; CEO PPM America) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	18	—	—
`A`	Compensation award	25	—	—
`A`	Compensation award	18	—	—
`A`	Compensation award	52	—	—
`A`	Compensation award	2	—	—

Filing: Form 4 (Insider Transaction) Insider: Raub Christopher (EVP JFI; CEO PPM America) Shares: 115

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Prieskorn Laura Louene (Director, CEO and President) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	125	—	—
`A`	Compensation award	162	—	—
`A`	Compensation award	207	—	—

Filing: Form 4 (Insider Transaction) Insider: Prieskorn Laura Louene (Director, CEO and President) Shares: 494

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Cummings Don W (EVP and CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	21	—	—
`A`	Compensation award	13	—	—
`A`	Compensation award	45	—	—
`A`	Compensation award	60	—	—

Filing: Form 4 (Insider Transaction) Insider: Cummings Don W (EVP and CFO) Shares: 139

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Chelko Carrie (EVP and General Counsel) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	25	—	—
`A`	Compensation award	34	—	—
`A`	Compensation award	40	—	—

Filing: Form 4 (Insider Transaction) Insider: Chelko Carrie (EVP and General Counsel) Shares: 99

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Binioris Savvas Steve Panagiotis (EVP and Chief Risk Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	33	—	—
`A`	Compensation award	41	—	—
`A`	Compensation award	3	—	—
`A`	Compensation award	34	—	—

Filing: Form 4 (Insider Transaction) Insider: Binioris Savvas Steve Panagiotis (EVP and Chief Risk Officer) Shares: 111

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-28

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Anderson Craig A. (SVP and Controller) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	3	—	—
`A`	Compensation award	19	—	—
`A`	Compensation award	24	—	—
`A`	Compensation award derivative · Restricted Share Units	11	—	—

Filing: Form 4 (Insider Transaction) Insider: Anderson Craig A. (SVP and Controller) Shares: 46

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-14

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	723	$138.36	$100.0K
`F`	Tax withholding on vested shares	4,153	$138.36	$574.6K
`A`	Compensation award	294	—	—

Filing: Form 4 (Insider Transaction) Insider: Raub Christopher (EVP JFI; CEO PPM America) Shares: 5,170

View on SEC EDGAR → Open Filing Document →

Form 4 Tax withholding Tax / Compensation Filing 2026-09-14

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Cummings Don W (EVP and CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	736	$138.36	$101.8K

Filing: Form 4 (Insider Transaction) Insider: Cummings Don W (EVP and CFO) Shares: 736

View on SEC EDGAR → Open Filing Document →

Form 4 Tax withholding Tax / Compensation Filing 2026-09-14

JXN insider Form 4 filed for equity award, exercise, or tax withholding

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	218	$138.36	$30.2K

Filing: Form 4 (Insider Transaction) Insider: Anderson Craig A. (SVP and Controller) Shares: 218

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-08-13

JXN insider Raub Christopher (EVP JFI; CEO PPM America) sold 5,000 shares (~$653.5K)

Raub Christopher, listed as EVP JFI; CEO PPM America at Jackson Financial Inc., reported an open-market sale of 5,000 JXN shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	5,000	$130.69	$653.5K

Filing: Form 4 (Insider Transaction) Insider: Raub Christopher (EVP JFI; CEO PPM America) Shares: 5,000 Est. Value: $653.5K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-08-06

JXN insider Chelko Carrie (EVP and General Counsel) sold 7,500 shares (~$1.01M)

Chelko Carrie, listed as EVP and General Counsel at Jackson Financial Inc., reported an open-market sale of 7,500 JXN shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	7,500	$134.24	$1.01M

Filing: Form 4 (Insider Transaction) Insider: Chelko Carrie (EVP and General Counsel) Shares: 7,500 Est. Value: $1.01M

View on SEC EDGAR → Open Filing Document →

Material Events 1 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There is 1 in this period for Jackson Financial Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-10-14

JXN filed 8-K — material company event

Jackson Financial Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for Jackson Financial Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-03

JXN filed Quarterly Report (10-Q)

Jackson Financial Inc. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

View on SEC EDGAR → Open Filing Document →

How we classify Jackson Financial Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on JXN. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — JXN SEC Filings

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JXN Full Analysis

Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.

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