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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. 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”). The Senior Notes will mature on January 15, 2037. Interest on the Senior Notes accrues at the rate of 6.150% per annum and is payable semi-annually on January 15 and July 15 of each year, commencing July 15, 2026. Prior…
Results of Operations and Financial Condition. On May 5, 2026, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its first quarter ended March 31, 2026. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deeme…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 9, 2026, Christopher A. Raub, age 55, became President and Chief Executive Officer of PPM America, Inc. (“PPM”). PPM is a subsidiary of Jackson Financial Inc. (the “Company”). Upon Mr. Raub becoming President and Chief Executive Officer of PPM, Laura L. Prieskorn, President and Chief Executive Officer of the Company, resumed, as well, the…
Other Events. On March 27, 2026, Jackson Financial Inc. (the “Company” or “JFI”) filed with the U.S. Securities and Exchange Commission (the “SEC”), a prospectus supplement (the “Prospectus Supplement”) relating to the resale of up to 4,715,554 shares of JFI’s common stock, $0.01 par value per share (the “Shares”), by the selling securityholder identified in the Prospectus Supplement, or any of its pledgees, donees, assignees and successors-in-interest, or collectively, the permitted transfer…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On March 19, 2026 (the “Closing Date”), pursuant to separate Purchase Agreements among Jackson Financial Inc. (the “Company”), BofA Securities, Inc., Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the several initial purchasers, and the Trusts (as defined herein), (i) Grand River Funding Trust I, a Delaware statutory trust…
Results of Operations and Financial Condition. On February 18, 2026, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and year ended December 31, 2025. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, no…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Retirement of Craig D. Smith, President and CEO of PPM America, Inc. On October 3, 2025, Craig D. Smith, President and CEO of PPM America, Inc. (“PPM”), an indirect, wholly-owned subsidiary of Jackson Financial Inc. (“JFI” or the “Company”), notified JFI that he intends to retire effective December 31, 2025. While a search is conducted for his succ…
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