Jackson Financial Inc. Files 8-K: Director/Officer Changes & Financials

Ticker: JXN-PA · Form: 8-K · Filed: Aug 20, 2025 · CIK: 1822993

Jackson Financial Inc. 8-K Filing Summary
FieldDetail
CompanyJackson Financial Inc. (JXN-PA)
Form Type8-K
Filed DateAug 20, 2025
Risk Levellow
Pages3
Reading Time4 min
Key Dollar Amounts$0.01, $2,474,061
Sentimentneutral

Sentiment: neutral

Topics: corporate-governance, filing, financial-reporting

Related Tickers: JXN

TL;DR

JXN filed an 8-K on Aug 14, 2025, covering leadership changes and financial docs.

AI Summary

On August 14, 2025, Jackson Financial Inc. filed an 8-K report detailing changes in its board of directors and executive officers, as well as updates to compensatory arrangements. The filing also includes financial statements and exhibits.

Why It Matters

This filing provides insight into the leadership structure and financial reporting of Jackson Financial Inc., which can impact investor confidence and strategic direction.

Risk Assessment

Risk Level: low — The filing is a routine disclosure of corporate events and financial information, not indicating any immediate operational or financial distress.

Key Numbers

  • 001-40274 — SEC File Number (Identifies the company's filing with the SEC.)
  • 98-0486152 — EIN (Employer Identification Number for tax purposes.)

Key Players & Entities

  • Jackson Financial Inc. (company) — Registrant
  • August 14, 2025 (date) — Earliest event reported
  • Delaware (jurisdiction) — State of incorporation
  • 1 Corporate Way, Lansing, Michigan 48951 (address) — Business and mailing address

FAQ

What specific changes were made to the board of directors or executive officers?

The filing indicates changes in directors or certain officers and the election of directors, but the specific names and details of these changes are not provided in this excerpt.

What type of compensatory arrangements were updated?

The filing mentions updates to 'Compensatory Arrangements of Certain Officers,' but the specific details of these arrangements are not elaborated in this excerpt.

What are the key financial statements and exhibits included in this filing?

The filing states that 'Financial Statements and Exhibits' are included, but the specific content of these documents is not detailed in this excerpt.

When was the earliest event reported in this 8-K filing?

The earliest event reported in this 8-K filing was on August 14, 2025.

What is Jackson Financial Inc.'s state of incorporation and fiscal year end?

Jackson Financial Inc. is incorporated in Delaware and its fiscal year ends on December 31.

Filing Stats: 949 words · 4 min read · ~3 pages · Grade level 12.4 · Accepted 2025-08-20 16:15:59

Key Financial Figures

  • $0.01 — ch Registered Common Stock, Par Value $0.01 Per Share JXN New York Stock Exchan
  • $2,474,061 — ll receive an aggregate cash payment of $2,474,061 to be paid within 30 days, a pro-rated

Filing Documents

02 Departure of Directors or Certain Officers; Election of

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As previously reported, Scott Romine separated from Jackson National Life Distributors LLC ("JNLD"), the marketing and distribution arm of Jackson National Life Insurance Company, both subsidiaries of Jackson Financial Inc. On August 14, 2025, under a Separation Agreement consistent with the Jackson Financial Inc. Severance Plan (the "Severance Plan"), Mr. Romine will receive an aggregate cash payment of $2,474,061 to be paid within 30 days, a pro-rated cash bonus for 2025, and common shares pursuant to payout of long-term incentive plan awards, in accordance with the terms of those awards. The Separation Agreement contains provisions regarding, among other things, restrictive covenants relating to confidential information, non-solicitation, non-competition and a release. Mr. Romine also will receive other compensation pursuant to certain company plans, including health and welfare, retirement, and other benefits typically available to our executives. SAFE HARBOR The information in this report contains forward-looking any statement in this report not based upon historical fact is a forward-looking statement. Forward-looking statements can also be identified by the use of forward-looking or conditional words, such as "could," "should," "can," "continue," "estimate," "forecast," "intend," "look," "may," "will," "expect," "believe," "anticipate," "plan," "predict," "remain," "future," "confident," and "commit" or similar expressions. In particular, statements regarding plans, strategies, prospects, targets and expectations regarding the business and industry are forward-looking statements. They reflect expectations, are not guarantees of performance and speak only as of th

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 104 Cover Page Interactive Data File (the coverage page XBRL tags are embedded within the Inline XBRL Document).

SIGNATURES

SIGNATURES 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 hereunto duly authorized. JACKSON FINANCIAL INC. By: /s/ Carrie L. Chelko Carrie L. Chelko Executive Vice President and General Counsel Date: August 20, 2025

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