Craig A. Anderson - Mar 10, 2025 Form 4 Insider Report for Jackson Financial Inc. (JXN)

Role
SVP and Controller
Signature
/s/ Kristan L. Richardson, as Attorney-in-Fact
Stock symbol
JXN
Transactions as of
Mar 10, 2025
Transactions value $
-$486,457
Form type
4
Date filed
3/12/2025, 03:54 PM
Previous filing
Feb 4, 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 Options Exercise $0 +1.51K +106.99% $0.00 2.91K Mar 10, 2025 Direct F1
transaction JXN Common Stock Disposed to Issuer -$122K -1.51K -51.69% $81.19 1.41K Mar 10, 2025 Direct F5
transaction JXN Common Stock Options Exercise $0 +1.51K +107.2% $0.00 2.92K Mar 10, 2025 Direct F2
transaction JXN Common Stock Disposed to Issuer -$122K -1.51K -51.74% $81.19 1.41K Mar 10, 2025 Direct F6
transaction JXN Common Stock Options Exercise $0 +1.43K +101.75% $0.00 2.84K Mar 10, 2025 Direct F3
transaction JXN Common Stock Disposed to Issuer -$116K -1.43K -50.43% $81.19 1.41K Mar 10, 2025 Direct F7
transaction JXN Common Stock Options Exercise $0 +1.55K +109.81% $0.00 2.95K Mar 10, 2025 Direct F4
transaction JXN Common Stock Disposed to Issuer -$125K -1.55K -52.34% $81.19 1.41K Mar 10, 2025 Direct F8
transaction JXN Common Stock Award $0 +4.05K +287.71% $0.00 5.46K Mar 10, 2025 Direct F9

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction JXN restricted share units Options Exercise $0 -1.51K -14.32% $0.00 9.01K Mar 10, 2025 Common Stock 1.51K Direct F1
transaction JXN restricted share units Options Exercise $0 -1.51K -16.75% $0.00 7.5K Mar 10, 2025 Common Stock 1.51K Direct F2
transaction JXN restricted share units Options Exercise $0 -1.43K -19.09% $0.00 6.07K Mar 10, 2025 Common Stock 1.43K Direct F3
transaction JXN restricted share units Options Exercise $0 -1.55K -25.47% $0.00 4.52K Mar 10, 2025 Common Stock 1.55K Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects the cliff vesting of the earned March 10, 2022 performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.
F2 Reflects the vesting of the third and final tranche of the March 10, 2022 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.
F3 Reflects the vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.
F4 Reflects the vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.
F5 Reflects the cash settlement of 1,505.64 converted earned March 10, 2022 performance share units, including related converted dividend equivalents.
F6 Reflects the cash settlement of 1,508.66 converted shares awarded as the March 10, 2022 restricted share units, including related converted dividend equivalents.
F7 Reflects the cash settlement of 1,431.92 converted shares awarded as the March 10, 2023 restricted share units, including related converted dividend equivalents.
F8 Reflects the cash settlement of 1,545.37 converted shares awarded as the March 10, 2024 restricted share units, including related converted dividend equivalents.
F9 On March 10, 2025, the reporting person was granted 4,049 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.