Routine Form 3 filing for a new executive officer. No trading signal. Monitor future Form 4 filings for any open-market purchases or sales by the CFO.
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Executive Summary
Brian Michael Walta filed a Form 3 initial statement of beneficial ownership upon becoming EVP and CFO of Jackson Financial Inc., reporting 8,367.56 shares of common stock and 3,454.53 restricted share units. This is a routine insider onboarding filing with no material financial impact.
Key Facts
- Brian Michael Walta appointed EVP and CFO of Jackson Financial Inc.
- Reports beneficial ownership of 8,367.56 shares of common stock.
- Reports 3,454.53 unvested restricted share units that settle in shares.
- RSUs vest over three years in equal tranches beginning on first anniversary of grant dates.
- Filing date: October 8, 2026; period of report: October 1, 2026.
Financial Impact
No financial impact; insider onboarding filing with disclosed holdings of ~8,368 common shares and ~3,455 RSUs.
Risk Factors
- No material risks identified from this filing.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 3 Filing (Primary) | 0001822993-26-000162 |
| Document: 0001822993-26-000162-index-headers.html | 0001822993-26-000162 |
| Document: 0001822993-26-000162-index.html | 0001822993-26-000162 |
| Document: 0001822993-26-000162.txt | 0001822993-26-000162 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $130.19 $132.64 | ▲ +1.88% | ▲ +1.17% | $133.53 (+2.57%) |
Oct 16, 2026 10d ago | 3 | $128.62 $130.44 | ▲ +1.42% | ▲ +1.08% | $133.53 (+3.82%) |
Oct 14, 2026 12d ago | 8-K | $131.56 $130.58 | ▼ −0.74% | ▲ +0.36% | $133.53 (+1.50%) |
Oct 8, 2026 18d ago | 3 | $133.06 $129.71 | ▼ −2.52% | ▼ −3.12% | $133.53 (+0.35%) |
Aug 13, 2026 10w ago | Insider Cluster | $135.32 $133.15 | ▼ −1.60% | ▼ −1.13% | $133.53 (−1.32%) |
Jul 4, 2026 16w ago | Institutional Cluster | $109.36 $109.28 | ▼ −0.07% | ▲ +0.40% | $133.53 (+22.10%) |
Jun 25, 2026 17w ago | 8-K | $106.74 $104.91 | ▼ −1.71% | ▼ −3.36% | $133.53 (+25.10%) |
May 5, 2026 24w ago | 8-K | $26.14 $26.11 | ▼ −0.11% | ▲ +0.22% | $133.53 (+410.83%) |
Apr 7, 2026 29w ago | DEFA14A | $25.47 $25.54 | ▲ +0.27% | ▼ −2.26% | $133.53 (+424.26%) |
US Market Status
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