Spin-off detail

JNL SERIES TRUST -> SpinCo

n/a / n/a ยท detected 2026-02-13

Lifecycle
Expired
stage pending
Triage
Monitor
MONITOR
Confidence
43%
detection/extraction
Listing
n/a
distribution n/a
Extracted thesis

For the purposes of this fundamental policy, the Fund may not invest 25% or more of its respective total assets in the securities of issuers in the same industry.

For the purposes of this fundamental policy, the Fund may may not lend more than 33-1/3% of its respective total assets, except through the purchase of debt obligations.

The Board of Trustees of the Trust (the “Board”) unanimously recommends that Shareholders vote FOR each proposal.

Only Shareholders of record at the close of business on January 31, 2026 (the “Record Date”), shall be entitled to notice of, and to vote at, the Meeting or any adjournments thereof.

No shareholder vote shall be required for any adjournment.

The purpose of the Meeting is to consider and act upon the following proposals with respect to the Fund and to transact such other business as may properly come before the Meeting or adjournments thereof: 1.

Risk flags
Debt and capitalization disclosures are present and should be tracked. risk
Estimated float is unavailable from current filing data. risk
Source Links
3-Year Financials
Revenue by year
Operating income or ebit by year
Margin by year
Margin trend
Ownership and float
Total shares
Parent retained shares percent
Insider or management shares percent
Restricted or locked up shares
Estimated float percent
Assumption noteFloat estimate unavailable from filing text.
Management incentives
Management ownership percent
Equity comp alignment indicators["20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒"]
Parent to spinoff leadership migration