1 unchanged sentence
Stock Trading Plans
−Removed: During the three months ended September 30, 2025, none of our Section 16 officers or JFI directors adopted or terminated any contract, instruction or written plan for the purchase or sale of Jackson Financial’s securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act or any "non-Rule 10b5-1 trading arrangement" (as defined in Item 408(c) of Regulation S-K).
+Added: During the three months ended March 31, 2026, none of our Section 16 officers or JFI directors adopted or terminated any contract, instruction or written plan for the purchase or sale of Jackson Financial’s securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act or any "non-Rule 10b5-1 trading arrangement" (as defined in Item 408(c) of Regulation S-K).
The following documents are filed as exhibits hereto:
Number Description
−Removed: Separation Agreement, dated August 14, 2025, by and between Scott Romine and Jackson National Life Distributors, LLC.
−Removed: Retirement Agreement, dated October 7, 2025, by and between Marcia Wadsten and Jackson National Life Insurance Company.
−Removed: Jackson Financial Inc.
−Removed: Insider Trading Policy (September 17, 2025) .**
+Added: Form of 2026 Notice of Award of Restricted Share Units and 2026 Restricted Share Unit Award Agreement between Jackson Financial Inc.
+Added: and each of Carrie L.
+Added: Chelko, Don W.
+Added: Cummings, Laura L.
+Added: Prieskorn and Christopher A.
+Added: Form of 2026 Notice of Award of Performance Units and 2026 Performance Unit Award Agreement between Jackson Financial Inc.
+Added: and each of Carrie L.
+Added: Chelko, Don W.
+Added: Cummings, Laura L.
+Added: Prieskorn and Christopher A.
+Added: Offer Letter Agreement, dated April 8, 2026, by and between Christopher (Chris) Raub and Jackson National Life Insurance Company.
31.1* Certification of the Chief Executive Officer pursuant to Rule 13a-14(a) of the Securities Exchange Act of 1934, as amended, as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
4 unchanged sentences
Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
−Removed: 99.1* Jackson Financial Inc.
−Removed: Compensation Clawback Policy (September 17, 2025).
101.INS* Inline XBRL Instance Document – The instance document does not appear in the interactive data file because its XBRL tags are embedded within the Inline XBRL document
7 unchanged sentences
† Identifies each management contract or compensatory plan or arrangement.
−Removed: ** Reflect ministerial amendments approved on September 17, 2025, to the Policy that was filed previously with our annual report on Form 10-K for the year ended December 31, 2024 (filed with the SEC on February 26, 2025).
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
JACKSON FINANCIAL INC.
−Removed: November 4, 2025
Executive Vice President and
2 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.