Scott Romine - Mar 10, 2025 Form 4 Insider Report for Jackson Financial Inc. (JXN)

Role
President and CEO, JNLD
Signature
/s/ Kristan L. Richardson, as Attorney-in-Fact
Stock symbol
JXN
Transactions as of
Mar 10, 2025
Transactions value $
-$1,437,299
Form type
4
Date filed
3/12/2025, 03:49 PM
Previous filing
Mar 10, 2025
Next filing
Mar 24, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction JXN Common Stock Tax liability -$192K -2.37K -2.77% $81.19 82.9K Mar 10, 2025 Direct F1
transaction JXN Common Stock Tax liability -$945K -11.6K -14.04% $81.19 71.3K Mar 10, 2025 Direct F2
transaction JXN Common Stock Tax liability -$170K -2.09K -2.93% $81.19 69.2K Mar 10, 2025 Direct F3
transaction JXN Common Stock Tax liability -$131K -1.61K -2.33% $81.19 67.6K Mar 10, 2025 Direct F4
transaction JXN Common Stock Award $0 +9.02K +13.35% $0.00 76.6K Mar 10, 2025 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.
F2 Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.
F3 Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.
F4 Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.
F5 On March 10, 2025, the reporting person was granted 9,024 restricted share units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock.

Remarks:

Power of Attorney on file.