Source-grounded facts extracted from Jackson Financial Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Gregory T. Durant resigned as Director at Jackson Financial Inc..
“On June 22, 2026, Gregory T. Durant notified Jackson Financial Inc. (the “Company”) that he was resigning from the Company’s Board of Directors for health reasons, effective immediately.”
Jackson Financial Inc. incurred senior notes of $750 million with The Bank of New York Mellon Trust Company, N.A., as Trustee at 6.150% per annum maturing January 15, 2037.
“On June 15, 2026, Jackson Financial Inc. (the “Company”) issued $750 million aggregate principal amount of its 6.150% Senior Notes due 2037 (the “Senior Notes”).”
Jackson Financial Inc. shareholders approved Non-binding advisory vote to approve executive compensation at the 2026-05-21 meeting.
“shareholders, by non-binding advisory vote, approved the executive compensation of the Company’s named executive officers. Voting results on this proposal were as follows: For Against Abstain Broker Non-Vote 54,284,534 1,040,877 284,215 6,963,701”
Jackson Financial Inc. shareholders approved Ratification of KPMG LLP as independent auditor at the 2026-05-21 meeting.
“shareholders ratified the appointment of KPMG LLP as Jackson Financial Inc.’s independent auditor for the fiscal year ending December 31, 2026. Voting results on this proposal were as follows: For Against Abstain 60,759,089 1,784,842 29,396”
Jackson Financial Inc. shareholders approved Election of Directors at the 2026-05-21 meeting.
“Director Nominee For Against Abstain Lily Fu Claffee 55,191,037 376,127 42,462 Gregory T. Durant 55,243,731 334,922 30,973 Steven A. Kandarian 54,580,400 997,664 31,562 Derek G. Kirkland 55,245,410 330,570 33,646 Drew E. Lawton 55,247,068 330,675 31,883 Martin J. Lippert 55,196,393 381,587 31,746 Russell G. Noles 55,253,246 323,370 33,010 Laura L. Prieskorn 55,241,106 336,768 31,752 Esta E. Stecher 54,735,158 636,152 238,316 Broker Non-Vote : 6,963,701”
Jackson Financial Inc. reported the first quarter ended March 31, 2026 results: net income $(435) million, EPS $(6.24) per diluted share.
“contributed to an 18% increase in PPM assets under management (AUM) from the first quarter of 2025. ▪ Net (loss) attributable to Jackson Financial Inc. common shareholders of $(435) million, or $(6.24) per diluted share in the first quarter of 2026, compared to $(35) million, or $(0.48) per diluted share in the first quarter of 2025 ▪ Adjusted operating”
Jackson Financial Inc. incurred senior notes of $500,000,000 aggregate principal amount of 6.311% Senior Notes due 2036; $400,000,000 aggregate principal amount of 7.28 with Grand River Funding Trust I, Grand River Funding Trust II at 6.311% per annum for 2036 Senior Notes; 7.280% per annum for 2056 Senior Notes maturing February 15, 2036 for 2036 Senior Notes; February 15, 2056 for 2056 Senior Notes.
“the Company also entered into separate facility agreements (each, a “Facility Agreement”) with each Trust and The Bank of New York Mellon Trust Company, N.A., as trustee for the Senior Notes. The Facility Agreements provide that the applicable Trust will grant the Company the right to require it to purchase, on one or more occasions, from the Company (each, an “Issuance Right”) the applicable Senior Notes in an aggregate principal amount, at any one time outstanding and held by the applicable Trust, in the case of the 2036 Trust, of up to $500,000,000 aggregate principal amount of the Company’s 2036 Senior Notes and, in the case of the 2056 Trust, of up to $400,000,000 aggregate principal amount of the Company’s 2056 Senior Notes.”
Jackson Financial Inc. issued 4,715,554 shares of common stock to TPG Operating Group II, L.P., a Delaware limited partnership and affiliate of TPG for $500 million.
“On January 5, 2026, Jackson Financial Inc. (the “Company”) and Jackson Brooke LLC, a Delaware limited liability company (“JBLLC”), entered into an investment agreement (the “Investment Agreement”) with TPG Inc., a Delaware corporation (“TPG”), and TPG Operating Group II, L.P., a Delaware limited partnership and affiliate of TPG (“Buyer”), pursuant to which the Company will sell 4,715,554 shares (the “Shares”) of common stock of the Company (“Common Stock”), representing approximately 6.5% of the outstanding Common Stock on a post-issuance basis, to the Buyer for an aggregate cash consideration of $500 million”
Savvas (Steve) Panagiotis Binioris was appointed as Executive Vice President and Chief Risk Officer at Jackson Financial Inc..
“On April 4, 2025, the Board of Directors of the Company appointed Savvas (Steve) Panagiotis Binioris as the Company’s new Executive Vice President and Chief Risk Officer, effective April 14, 2025.”
Christopher A. Raub was appointed as Executive Vice President, Jackson Financial Inc. and President, Jackson National Life Insurance Company at Jackson Financial Inc..
“On April 4, 2025, the Board of Directors of Jackson Financial Inc. (the “Company”) appointed Christopher A. Raub, age 54, as Executive Vice President, Jackson Financial Inc. and President, Jackson National Life Insurance Company, effective April 14, 2025.”
Marcia Wadsten retired as Executive Vice President and Chief Financial Officer at Jackson Financial Inc..
“As previously reported, Ms. Wadsten communicated her intention to the Company to retire as of June 3, 2024.”
Craig Anderson was appointed as Senior Vice President and Controller at Jackson Financial Inc..
“On May 23, 2024, the Board of Directors of the Company appointed Craig Anderson, age 57, as the Company’s new Senior Vice President and Controller beginning June 3, 2024.”
Don W. Cummings was appointed as Executive Vice President and Chief Financial Officer at Jackson Financial Inc..
“On May 23, 2024, the Board of Directors of Jackson Financial Inc. (the “Company”) appointed Don W. Cummings as the Company’s new Executive Vice President and Chief Financial Officer (“CFO”) beginning June 3, 2024.”
Jackson Financial Inc. reported first quarter ended March 31, 2024 results: net income $784 million, or $9.94 per diluted share.
“Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced its financial results for the first quarter ended March 31, 2024.”
Jackson Financial Inc. reported fourth quarter and year ended December 31, 2023 results: net income $(1.6) billion, or $(19.64) per diluted share in the fourth quarter of 2023, EPS $(19.64) per diluted share in the fourth quarter of 2023.
“Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and year ended December 31, 2023.”
Don Cummings was appointed as Chief Financial Officer at Jackson Financial Inc..
“It is expected that Don Cummings, the Company’s current Senior Vice President, Chief Accounting Officer and Controller will be appointed Chief Financial Officer as of June 3, 2024.”
Marcia Wadsten departed as Executive Vice President and Chief Financial Officer at Jackson Financial Inc..
“Marcia Wadsten notified the Company of her intention to retire as Executive Vice President and Chief Financial Officer as of June 3, 2024.”
Jackson Financial Inc. reported the third quarter ended September 30, 2023 results: net income $2,762 million, EPS $33.35 per diluted share.
“Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced financial results for the third quarter ended September 30, 2023.”
Jackson Financial Inc. reported second quarter ended June 30, 2022 results: net income 3,263 million, EPS 36.59 per diluted share.
“The company reported net income attributable to Jackson Financial Inc. common shareholders of $1,204 million, or $14.21 per diluted share for the three months ended June 30, 2023, compared to $3,263 million, or $36.59 per diluted share for the three months ended June 30, 2022.”
Jackson Financial Inc. reported second quarter ended June 30, 2023 results: net income 1,204 million, EPS 14.21 per diluted share.
“Net income attributable to Jackson Financial Inc. common shareholders of $1,204 million, or $14.21 per diluted share, including the net impact of market risk benefits and hedging results”
Jackson Financial Inc. shareholders approved Non-binding advisory vote on executive compensation of the Company’s named executive officers. at the 2023-05-19 meeting.
“The Company’s shareholders, by voting for a non-binding advisory proposal, approved the executive compensation of the Company’s named executive officers. Voting results on this proposal were as follows: For Against Abstain Broker Non-Vote 62,085,029 808,222 587,600 7,300,945”
Jackson Financial Inc. shareholders approved Ratification of appointment of KPMG LLP as independent auditor for fiscal year ending December 31, 2023. at the 2023-05-19 meeting.
“The Company’s shareholders ratified the appointment of KPMG LLP as Jackson Financial Inc.’s independent auditor for the fiscal year ending December 31, 2023. Voting results on this proposal were as follows: For Against Abstain 67,954,980 1,904,051 922,765”
Jackson Financial Inc. shareholders approved Election of directors to hold office for a one-year term until the 2024 annual meeting or until successors are elected and qualified. at the 2023-05-19 meeting.
“The Company’s shareholders elected, with the respective votes set forth opposite their names, the following persons to the Company’s Board of Directors to hold office for a one-year term until the 2024 annual meeting of shareholders or until their successors are duly elected and qualified: Director Nominee For Against Abstain Lily Fu Claffee 62,141,291 804,049 535,511 Gregory T. Durant 62,422,774 523,857 534,220 Steven A. Kandarian 61,219,520 1,728,533 532,798 Derek G. Kirkland 62,551,531 394,659 534,661 Drew E. Lawton 62,505,716 436,576 538,559 Martin J. Lippert 62,160,255 785,763 534,833 Russell G. Noles 62,554,952 390,648 535,251 Laura L. Prieskorn 62,534,828 412,766 533,257 Esta E. Stecher 61,949,677 999,051 532,123 Broker Non-Vote : 7,300,945”
Jackson Financial Inc. reported the first quarter ended March 31, 2023 results: net income $(1,497) million, EPS $(18.11) per diluted share.
“Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its first quarter ended March 31, 2023.”
Jackson Financial Inc. reported preliminary financial results for the quarters and years ended 2021 and 2022.
“Jackson Financial Inc. (the “Company,” “we,” “our,” or “us”) is furnishing, as Exhibit 99.1, a historical financial supplement for the quarters and years ended 2021 and 2022 that has been recast to reflect the adoption of U.S. GAAP Accounting Standards Update 2018-12 related to targeted improvements to the accounting for long-duration contracts (“LDTI”).”
Jackson Financial Inc.: Filed Certificate of Designations for Series A Preferred Stock, amending the Third Amended and Restated Certificate of Incorporation (effective 2023-03-10).
“Item 5.03 Amendments to Articles of Incorporation or Bylaws The Certificate of Designations became effective upon filing with the Secretary of State of the State of Delaware on March 10, 2023, and it amends the Company’s Third Amended and Restated Certificate of Incorporation.”
Jackson Financial Inc. entered into Underwriting Agreement with Wells Fargo Securities, LLC, BofA Securities, Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC valued at 22,000,000 Depositary Shares (effective 2023-03-06).
“On March 6, 2023, Jackson Financial Inc. (the “Company”) entered into an underwriting agreement with Wells Fargo Securities, LLC, BofA Securities, Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC, as representatives of the underwriters named therein, providing for the issuance, subject to the satisfaction of certain conditions, of 22,000,000 Depositary Shares”
Jackson Financial Inc. reported year ended December 31, 2022 results: net income $5,697 million, EPS $64.23 per diluted share.
“Net income attributable to Jackson Financial Inc. of $5,697 million, or $64.23 per diluted share”
Jackson Financial Inc. reported fourth quarter ended December 31, 2022 results: net income $(710) million, EPS $(8.48) per diluted share.
“Net income (loss) attributable to Jackson Financial Inc. of $(710) million, or $(8.48) per diluted share”
P. Chadwick Myers changed role as Senior Advisor at Jackson Financial Inc..
“On December 29, 2022, Jackson National Life Insurance Company (“Jackson”), a wholly owned subsidiary of Jackson Financial Inc. (“Jackson Financial”) entered a letter agreement with P. Chadwick Myers regarding his transition from Vice Chair of Jackson Holdings LLC to, and continued employment by, Jackson as, a Senior Advisor.”
Jackson Financial Inc. reported for the three months ended September 30, 2021 results: net income $206 million, EPS $2.18.
“Jackson reported net income of $1,479 million, or $16.83 per diluted share for the three months ended September 30, 2022, compared to net income of $206 million, or $2.18 per diluted share for the three months ended September 30, 2021”
Jackson Financial Inc. reported for the three months ended September 30, 2022 results: net income $1,479 million, EPS $16.83.
“Jackson reported net income of $1,479 million, or $16.83 per diluted share for the three months ended September 30, 2022”
P. Chadwick Myers retired as Vice Chair at Jackson Financial Inc..
“On April 11, 2022, P. Chadwick Myers, Vice Chair of Jackson Holdings LLC, a direct wholly-owned subsidiary of Jackson Financial Inc. (the “Company”), informed the Company of his intention to retire in the fourth quarter of 2022.”
Aimee DeCamillo departed as Executive Vice President and Chief Commercial Officer at Jackson Financial Inc..
“As previously reported, Aimee DeCamillo, who was Executive Vice President and Chief Commercial Officer of the Company and President of Jackson National Life Distributors, departed the Company.”
Aimee DeCamillo departed as Executive Vice President and Chief Commercial Officer of the Company and President of JNLD at Jackson Financial Inc..
“Aimee DeCamillo, Executive Vice President and Chief Commercial Officer of the Company and President of JNLD has departed the Company.”
Alison Reed was named as Chief Operating Officer of JNLD at Jackson Financial Inc..
“Alison Reed has been named Chief Operating Officer of JNLD.”
Scott Romine was appointed as President of Jackson National Life Distributors LLC (JNLD) at Jackson Financial Inc..
“Scott Romine has been appointed President of Jackson National Life Distributors LLC (JNLD), the marketing and distribution arm of Jackson National Life Insurance Company”
Esta Stecher was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Russell Noles was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Martin Lippert was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Drew Lawton was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Derek Kirkland was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Gregory Durant was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Lily Fu Claffee was appointed as Director at Jackson Financial Inc..
“the Board appointed each of Lily Fu Claffee, Gregory Durant, Derek Kirkland, Drew Lawton, Martin Lippert, Russell Noles and Esta Stecher as a director of the Company.”
Aimee DeCamillo resigned as Director at Jackson Financial Inc..
“received letters of resignation from each of Michael Wells, Mark FitzPatrick, Adrian Parkes, James Turner, Marcia Wadsten, Bradley Harris and Aimee DeCamillo (each, a “Resigning Director”) as directors”
Bradley Harris resigned as Director at Jackson Financial Inc..
“received letters of resignation from each of Michael Wells, Mark FitzPatrick, Adrian Parkes, James Turner, Marcia Wadsten, Bradley Harris and Aimee DeCamillo (each, a “Resigning Director”) as directors”
Marcia Wadsten resigned as Director at Jackson Financial Inc..
“received letters of resignation from each of Michael Wells, Mark FitzPatrick, Adrian Parkes, James Turner, Marcia Wadsten, Bradley Harris and Aimee DeCamillo (each, a “Resigning Director”) as directors”
James Turner resigned as Director at Jackson Financial Inc..
“received letters of resignation from each of Michael Wells, Mark FitzPatrick, Adrian Parkes, James Turner, Marcia Wadsten, Bradley Harris and Aimee DeCamillo (each, a “Resigning Director”) as directors”
Adrian Parkes resigned as Director at Jackson Financial Inc..
“received letters of resignation from each of Michael Wells, Mark FitzPatrick, Adrian Parkes, James Turner, Marcia Wadsten, Bradley Harris and Aimee DeCamillo (each, a “Resigning Director”) as directors”
Mark FitzPatrick resigned as Director at Jackson Financial Inc..
“received letters of resignation from each of Michael Wells, Mark FitzPatrick, Adrian Parkes, James Turner, Marcia Wadsten, Bradley Harris and Aimee DeCamillo (each, a “Resigning Director”) as directors”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.