{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"JXN","limit":50},"count":50,"signals":[{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":88,"context":"ponsibility and governance.  The occurrence of one or more of these risks, or additional risks and uncertainties not presently known to us or that we currently believe to be immaterial, could cause a material adverse effect on our business meaning, when that phrase or a similar phrase is used in the descriptions below, a material adverse effect on one or more of our business, financial condition, liquidity, results of o","filed_date":"2026-02-24","accession":"0001822993-26-000022","full_text":"https://origin.rootz.global/static/filing/0001822993-26-000022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":26,"context":"sinMadison Attributes and Skills Executive Leadership Corporate Governance Finance and Capital Markets Human Capital Management  Financial Services Legal and Compliance Risk Management Technology and Cybersecurity |  |  | |  |  12 |  |  |  |  2025 PROXY STATEMENT |  |  |  |  |  | [TABLE OF CONTENTS](#TOC) |  |  Our Director Nominees |  |  | |  |  Gregory T. Durant  Independent Director  Age: 66  Direct","filed_date":"2025-04-08","accession":"0001104659-25-032872","full_text":"https://origin.rootz.global/static/filing/0001104659-25-032872.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":14,"context":"t Compensation Our compensation enables us to attract, motivate, and retain high-performing executives |  |  | |  |  Align Executives Interests with Shareholder Interests A significant portion of our named executive officers (NEOs) total direct compensation is delivered in the form of stock-based incentives |  |  |  Encourage Long-Term Decision-Making Our incentive compensation program consists of multi-year overlapping","filed_date":"2025-04-08","accession":"0001104659-25-032872","full_text":"https://origin.rootz.global/static/filing/0001104659-25-032872.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":93,"context":"are not the only ones we face. The occurrence of any of the following risks or additional risks and uncertainties not presently known to us or that we currently believe to be immaterial could cause a material adverse effect on our business, financial condition, results of operations and cash flows. In any such case, the trading price of our common stock could decline. In addition, many of these risks are interrelated an","filed_date":"2025-02-26","accession":"0001822993-25-000011","full_text":"https://origin.rootz.global/static/filing/0001822993-25-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":27,"context":"and risk management practices. Our Chief Information Security Officer (CISO) is a member of the senior leadership team and provides regular updates to the Board and our Finance and Risk Committee on cybersecurity risks facing the organization, including the progress of our ongoing information security and privacy programs. Our Information Security Policy is regularly updated to align with multiple ind","filed_date":"2024-04-09","accession":"0001104659-24-044983","full_text":"https://origin.rootz.global/static/filing/0001104659-24-044983.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":15,"context":"2023 long-term incentive program to further support the alignment of our executives interests with shareholders interests.  We ask you to vote FOR the Advisory Vote to approve the compensation of the Named Executive Officers described in Proposal 3Say-on-Pay below. Our NEOs include our president and chief executive officer (CEO), chief financial officer (CFO), and the three additional most highly paid, currently employe","filed_date":"2024-04-09","accession":"0001104659-24-044983","full_text":"https://origin.rootz.global/static/filing/0001104659-24-044983.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":97,"context":"believe that our competitive strengths position us well in the current competitive environment. Competitive activity could adversely affect our market share and financial results, which could cause a material adverse effect on our business, financial condition, results of operations and cash flows. See Item 1A. Risk Factors Risks Related to the Distribution of Our Products.  Risk Management Enterprise Risk Management Fr","filed_date":"2024-02-28","accession":"0001822993-24-000009","full_text":"https://origin.rootz.global/static/filing/0001822993-24-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":27,"context":"tive Leadership Audit and Financial Expertise Corporate Governance Finance and Investments Human Capital Management Insurance / Financial Services Legal, Compliance and Risk Management Technology and Cybersecurity |  |  | |  |  12 |  |  |  |  2023 PROXY STATEMENT |  |  |  |  |  | [TABLE OF CONTENTS](#TOC) |  |  Our Director Nominees |  |  | |  |  Gregory T. Durant  Independent Director Age: 64  Directo","filed_date":"2023-04-04","accession":"0001104659-23-041216","full_text":"https://origin.rootz.global/static/filing/0001104659-23-041216.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":16,"context":"Our strong governance includes rigorous plan design, goal setting, risk mitigation, and benchmarking |  |  | 2022 Pay Mix  We ask you to vote FOR the Advisory Vote to approve the compensation of the Named Executive Officers described in Proposal 3Say-on-Pay below. Our NEOsinclude our president and chief executive officer (CEO), chief financial officer (CFO), and the three additional most highly paid, currently employed","filed_date":"2023-04-04","accession":"0001104659-23-041216","full_text":"https://origin.rootz.global/static/filing/0001104659-23-041216.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":93,"context":"believe that our competitive strengths position us well in the current competitive environment. Competitive activity could adversely affect our market share and financial results, which could cause a material adverse effect on our business, financial condition, results of operations and cash flows. See Risk Factors Risks Related to the Products We Offer and Distribution.\"  Risk Management Enterprise Risk Management Fram","filed_date":"2023-03-01","accession":"0001822993-23-000009","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":9,"context":"sses and fees. | | | Athene | Athene Life Re Ltd. and its affiliates and permitted transferees, including Athene Co-Invest Reinsurance Affiliate 1A Ltd. | | | Athene Equity Investment | The July 2020 investment of $500 million by Athene in JFI for Class A Common Stock and Class B Common Stock, representing approximately 9.9% of the total combined voting power and approximately 11.1% of the total common stock of the Company","filed_date":"2023-03-01","accession":"0001822993-23-000009","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":10,"context":"bilities in exchange for a $1.2billion ceding commission (the \"Athene Reinsurance Agreement\").  In addition, we entered into an investment agreement with Athene Life Re Ltd., pursuant to which Athene invested $500million of capital in return for a 9.9% voting interest corresponding to a 11.1% economic interest in the Company. That investment was completed on July 17, 2020. In August 2020, the Company made a $500milli","filed_date":"2022-11-10","accession":"0001822993-22-000032","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000032.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":22,"context":"perations of the Company and its subsidiaries, taken as a whole or (b) the ability of the Company to perform its obligations under this Agreement, including the issuance and sale of the Securities (a Material Adverse Effect). For purposes of this Agreement, Significant Subsidiary means the subsidiaries listed on Annex A hereto. 4 (i) All of the issued shares of capital stock or other equity interests, as applicable, of","filed_date":"2022-06-03","accession":"0001104659-22-068127","full_text":"https://origin.rootz.global/static/filing/0001104659-22-068127.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":22,"context":"ommunications Experience managing a marketing / sales function, increasing the perceived value of a product line or brand over time in the market |  |  |  |  |  |  4/9 |  |  | |  |  |  Technology and Cybersecurity Knowledge of or experience with technology, cybersecurity and related issues and risks |  |  |  |  |  |  3/9 |  |  | |  |  6 |  |  |  |  2022 PROXY STATEMENT |  |  |  |  |  | [TABLE OF CONTEN","filed_date":"2022-04-25","accession":"0001104659-22-049228","full_text":"https://origin.rootz.global/static/filing/0001104659-22-049228.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":19,"context":"rce fixed and fixed-index annuity products liabilities in exchange for a $1.2billion ceding commission. In addition, Jackson entered into an investment agreement with Athene, pursuant to which Athene invested $500.0million of capital into the Company in return for a 9.9% voting interest corresponding to a 11.1% economic interest in the Company. The investment was completed on July17, 2020. See the Related Party Transac","filed_date":"2022-04-25","accession":"0001104659-22-049228","full_text":"https://origin.rootz.global/static/filing/0001104659-22-049228.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":95,"context":"believe that our competitive strengths position us well in the current competitive environment. Competitive activity could adversely affect our market share and financial results, which could cause a material adverse effect on our business, financial condition, results of operations and cash flowsSee Risk Factors Risks Relating to the Products We Offer and Product Distribution.\"  Risk Management Enterprise Risk Manageme","filed_date":"2022-03-07","accession":"0001822993-22-000009","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":12,"context":"sses and fees. | | | Athene | Athene Life Re Ltd. and its affiliates and permitted transferees, including Athene Co-Invest Reinsurance Affiliate 1A Ltd. | | | Athene Equity Investment | The July 2020 investment of $500 million by Athene in JFI for Class A common stock and Class B common stock, representing approximately 9.9% of the total combined voting power and approximately 11.1% of the total common stock of the Company","filed_date":"2022-03-07","accession":"0001822993-22-000009","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"ai_adoption","strength":100,"match_count":14,"context":"o include the terms of particular series of Securities established as contemplated by Section 2.01. Interest Payment Date, when used with respect to any Security, means the Stated Maturity of an installment of interest on a Security of a particular series. Jackson National Life means Jackson National Life Insurance Company, a company duly organized and existing under the laws of the State of Delaware","filed_date":"2021-11-23","accession":"0001104659-21-143088","full_text":"https://origin.rootz.global/static/filing/0001104659-21-143088.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":10,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's  61 financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life i","filed_date":"2021-11-10","accession":"0001822993-21-000008","full_text":"https://origin.rootz.global/static/filing/0001822993-21-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":12,"context":"d and fixed-index annuity product liabilities in exchange for a $1.2billion ceding commission.  In addition, we entered into an investment agreement with Athene Life Re Ltd., pursuant to which Athene invested $500.0million of capital into the Company in return for a 9.9% voting interest corresponding to a 11.1% economic interest in the Company. That investment was completed on July 17, 2020. In August 2020, the Company","filed_date":"2021-11-10","accession":"0001822993-21-000008","full_text":"https://origin.rootz.global/static/filing/0001822993-21-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":100,"match_count":124,"context":"eir security could be compromised; | | |  |  |  |  Failure to protect the confidentiality of customer information or proprietary business information could adversely affect our reputation and cause a material adverse effect on our business, financial condition, results of operations and cash flows; | | |  |  |  |  Our inability to recruit, motivate and retain key employees and experienced and productive employees; | | |","filed_date":"2021-08-06","accession":"0001193125-21-239373","full_text":"https://origin.rootz.global/static/filing/0001193125-21-239373.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":100,"match_count":34,"context":"|  Athene means Athene Life Re Ltd. and its affiliates and permitted transferees, including Athene Co-Invest Reinsurance Affiliate 1A Ltd. | | |  |  |  |  Athene Equity Investment means the July 2020 investment of $500 million by Athene in JFI for Class A common stock and Class B common stock, representing approximately 9.9% of the total combined voting power and approximately 11.1% of the total common stock of the Company","filed_date":"2021-08-06","accession":"0001193125-21-239373","full_text":"https://origin.rootz.global/static/filing/0001193125-21-239373.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":93,"match_count":6,"context":"mmission (the Athene Reinsurance Transaction). As a result, we hold various investments whose economic performance accrues to Athene but are reported in our financial statements. In July 2020, Athene invested $500 million of capital into the Company for an equity interest. In August 2020, the Company contributed $500 million, as a capital contribution to Jackson. Athene has an equity interest in us, which as a result","filed_date":"2023-05-10","accession":"0001822993-23-000027","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":89,"match_count":8,"context":"liabilities in exchange for a $1.2billion ceding commission (\"Athene Reinsurance Agreement\").  In addition, we entered into an investment agreement with Athene Life Re Ltd., pursuant to which Athene invested $500million of capital in return for a 9.9% voting interest corresponding to a 11.1% economic interest in the Company. That investment was completed on July 17, 2020. In August 2020, the Company made a $500milli","filed_date":"2022-08-10","accession":"0001822993-22-000025","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000025.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":89,"match_count":8,"context":"d and fixed-index annuity product liabilities in exchange for a $1.2billion ceding commission.  In addition, we entered into an investment agreement with Athene Life Re Ltd., pursuant to which Athene invested $500million of capital in return for a 9.9% voting interest corresponding to a 11.1% economic interest in the Company. That investment was completed on July 17, 2020. In August 2020, the Company made a $500milli","filed_date":"2022-05-11","accession":"0001822993-22-000016","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"under the 2022 DDTL Facility or the 2023 DDTL Facility, if the Demerger has not occurred within 18 days of such funding.  The right to borrow funds under the Credit Facilities is subject to the fulfillment of certain conditions, including compliance with all covenants, and the ability to borrow thereunder is also subject to the continued ability of the lenders that are or will be parties to the Cred","filed_date":"2021-08-06","accession":"0001193125-21-239373","full_text":"https://origin.rootz.global/static/filing/0001193125-21-239373.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":84,"match_count":8,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2023-08-08","accession":"0001822993-23-000035","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000035.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":75,"match_count":5,"context":"ncial, a Delaware corporation, was previously a majority-owned subsidiary of Prudential plc (Prudential), London, England, and was the holding company for Prudentials U.S. operations. The Company's demerger from Prudential was completed on September 13, 2021 (the \"Demerger\"). See Item 8. Financial Statements and Supplementary Data, Note 1. Business and Basis of Presentation for further discussion of the Deme","filed_date":"2024-02-28","accession":"0001822993-24-000009","full_text":"https://origin.rootz.global/static/filing/0001822993-24-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":69,"match_count":8,"context":"and its affiliates and permitted transferees, including Athene Co-Invest Reinsurance Affiliate 1A Ltd. | | 114  [Table of Contents](#toc) |  |  |  | | |  Athene Equity Investment |  |  The July 2020 investment of $500million by Athene in JFI for ClassA common stock and ClassB common stock, representing approximately 9.9% of the total combined voting power and approximately 11.1% of the total common stock of the Company |","filed_date":"2021-09-20","accession":"0001193125-21-277272","full_text":"https://origin.rootz.global/static/filing/0001193125-21-277272.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":60,"match_count":5,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2023-11-08","accession":"0001822993-23-000047","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000047.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":57,"match_count":4,"context":"(U.S.), was a majority-owned subsidiary of Prudential plc (Prudential), London, England, and was the holding company for Prudentials U.S. operations. As described below under \"Other,\" the Company's demerger from Prudential was completed on September 13, 2021 (\"Demerger\"), and the Company is a stand-alone U.S. public company. As of June30, 2023, Prudential has no remaining equity interest in the Company.  Jac","filed_date":"2023-08-08","accession":"0001822993-23-000035","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000035.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":57,"match_count":4,"context":"(U.S.), was a majority-owned subsidiary of Prudential plc (Prudential), London, England, and was the holding company for Prudentials U.S. operations. As described below under \"Other,\" the Company's demerger from Prudential was completed on September 13, 2021 (\"Demerger\"), and the Company is a stand-alone United States (\"U.S.\") public company. Jackson Financials primary life insurance subsidiary, Jackson Nati","filed_date":"2023-05-09","accession":"0001822993-23-000024","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":54,"match_count":3,"context":"ncial, a Delaware corporation, was previously a majority-owned subsidiary of Prudential plc (Prudential), London, England, and was the holding company for Prudentials U.S. operations. The Company's demerger from Prudential was completed on September 13, 2021. See Item 8. Financial Statements and Supplementary Data, Note 1. Business and Basis of Presentation for further discussion. Our principal operating sub","filed_date":"2025-02-26","accession":"0001822993-25-000011","full_text":"https://origin.rootz.global/static/filing/0001822993-25-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":53,"match_count":6,"context":"ill receive more information about their impact and be offered credit monitoring and identity theft services. While Jackson continues to investigate the incident, we do not believe the incident has a material adverse effect on the business, operations, or financial results of Jackson Financial Inc., our parent holding company. *Forward-Looking Statements* The information in this report contains forward-looking statement","filed_date":"2023-06-26","accession":"0001104659-23-074776","full_text":"https://origin.rootz.global/static/filing/0001104659-23-074776.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":49,"match_count":3,"context":"of Delaware in the United States (U.S.), was a majority-owned subsidiary of Prudential plc (Prudential), London, England, and was the holding company for Prudentials U.S. operations. The Company's demerger from Prudential was completed on September 13, 2021 (\"Demerger\"), and the Company is a stand-alone U.S. public company. As of June 30, 2023, Prudential has no remaining equity interest in the Company.  Ja","filed_date":"2023-11-08","accession":"0001822993-23-000047","full_text":"https://origin.rootz.global/static/filing/0001822993-23-000047.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":49,"match_count":3,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2022-11-10","accession":"0001822993-22-000032","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000032.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":48,"match_count":1,"context":"to comply with these requirements would cause investments exceeding regulatory limitations to be treated as non-admitted assets for purposes of measuring surplus and, in most instances, would require divestiture of the non-qualifying investments. We believe that our investments complied with these requirements at December31, 2025. Surplus and Capital; RBC Requirements The NAIC has developed RBC standards for li","filed_date":"2026-02-24","accession":"0001822993-26-000022","full_text":"https://origin.rootz.global/static/filing/0001822993-26-000022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":48,"match_count":1,"context":"Os), but for which the consolidation effects are not consistent with our economic interest or exposure to those entities, and (ii) one-time or other non-recurring items, such as costs relating to our separation from Prudential. Operating income taxes are calculated using the prevailing corporate federal income tax rate of 21% while taking into account any items recognized differently in our financial statements","filed_date":"2024-08-07","accession":"0001822993-24-000028","full_text":"https://origin.rootz.global/static/filing/0001822993-24-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"restructuring","strength":45,"match_count":5,"context":"s in excess of $2billion.  Other examples include the impact of significant events not contemplated in setting the original target, including new business investment, business continuity disruptions, restructuring initiatives, mergers and acquisitions, guarantee fund assessments in the event of insurance company liquidations, material litigation and regulatory matters, and legislative, regulatory, or accounting changes.","filed_date":"2025-04-08","accession":"0001104659-25-032872","full_text":"https://origin.rootz.global/static/filing/0001104659-25-032872.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"margin_pressure","strength":40,"match_count":5,"context":". We face risk related to potential future updates to our assumptions and the effectiveness of our risk management programs. 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Operating income taxes are calculated using the prevailing corporate federal income tax rate of 21% while taking into account any items recognized differently in our financial statements","filed_date":"2024-11-06","accession":"0001822993-24-000037","full_text":"https://origin.rootz.global/static/filing/0001822993-24-000037.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"restructuring","strength":37,"match_count":4,"context":") in excess of $2billion.  Other examples include the impact of significant events not contemplated in setting the original target, including new business investment, business continuity disruptions, restructuring initiatives, mergers and acquisitions, guarantee fund assessments in the event of insurance company liquidations, material litigation and regulatory matters, and legislative, regulatory, or accounting changes.","filed_date":"2024-04-09","accession":"0001104659-24-044983","full_text":"https://origin.rootz.global/static/filing/0001104659-24-044983.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":36,"match_count":2,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2022-08-10","accession":"0001822993-22-000025","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000025.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":33,"match_count":1,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2025-11-04","accession":"0001822993-25-000089","full_text":"https://origin.rootz.global/static/filing/0001822993-25-000089.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"ai_adoption","strength":32,"match_count":4,"context":"gh such date.  If a director elected to receive equity in lieu of his or her annual cash retainer and committee chair retainer (as applicable), such equity grant will generally vest in quarterly installments after the grant date, consistent with the frequency of the quarterly payment of the annual cash retainer. All RSUs will settle in the Companys common stock on a one-for-one basis upon the directo","filed_date":"2022-04-25","accession":"0001104659-22-049228","full_text":"https://origin.rootz.global/static/filing/0001104659-22-049228.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":32,"match_count":4,"context":"eived on October 4, 2021 under the OIP in connection with Associates annual 2021 LTIP award (excluding the additional Celebration Award also granted on that date, which lapsed in full upon Associates separation from service). The pro-rated value for this RSU award is equal to three-twelfths (3/12ths) of the first tranche of RSUs granted on October 4, 2021 and will vest immediately on the Effective Date. | | |  |","filed_date":"2022-02-09","accession":"0001104659-22-017094","full_text":"https://origin.rootz.global/static/filing/0001104659-22-017094.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"margin_pressure","strength":32,"match_count":4,"context":"ss investment, selling assets or dedicating an unsustainable level of our cash flow from operations to the payment of principal and interest on our indebtedness. In addition, our ability to withstand competitive pressures and to react to changes in our industry could be impaired. In the event we default, the lenders who hold our debt could also accelerate amounts due, which could potentially trigger a default or acce","filed_date":"2021-08-06","accession":"0001193125-21-239373","full_text":"https://origin.rootz.global/static/filing/0001193125-21-239373.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":31,"match_count":2,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2022-05-11","accession":"0001822993-22-000016","full_text":"https://origin.rootz.global/static/filing/0001822993-22-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"risk_factor","strength":28,"match_count":1,"context":"he Company and its subsidiaries are involved in litigation arising in the ordinary course of business. It is the opinion of management that the ultimate disposition of such litigation will not have a material adverse effect on the Company's financial condition. Jackson has been named in civil litigation proceedings, which appear to be substantially similar to other class action litigation brought against many life insur","filed_date":"2025-08-05","accession":"0001822993-25-000030","full_text":"https://origin.rootz.global/static/filing/0001822993-25-000030.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JXN","company":"Jackson Financial Inc.","exchange":"NYSE","sector":"Life Insurance","signal_type":"strategic_event","strength":28,"match_count":1,"context":"marketing and distribution arm of Jackson National Life Insurance Company, terminated on August 5, 2025. A separation arrangement is expected to be entered into with Mr. Romine in connection with his separation from the Company. Alison Reed, Chief Product Development and Strategy Execution Officer of JNLD, will serve as an interim replacement until a permanent successor is identified. Stock Trading PlansDuring t","filed_date":"2025-08-05","accession":"0001822993-25-000030","full_text":"https://origin.rootz.global/static/filing/0001822993-25-000030.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"eb114223c5d6b8474280d01eda7cde90019b75f059eba31c320ad2d0d2fad2e3","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"ccdb141c3a3d3123aec75d3f373dae5df4b345775511efce95d29d0d86d4646d","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). Deterministic — the same record yields the same leaf every time. GET /api/verify/{leaf} tells you whether we issued it.","stronger_check":"The leaf is our own hash. 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