Craig Donald Smith - Apr 7, 2025 Form 4 Insider Report for Jackson Financial Inc. (JXN)

Signature
/s/ Kristan L. Richardson, as Attorney-in-Fact
Stock symbol
JXN
Transactions as of
Apr 7, 2025
Transactions value $
-$1,432,550
Form type
4
Date filed
4/8/2025, 04:16 PM
Previous filing
Mar 24, 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction JXN Common Stock Sale -$75.4K -1.15K -0.84% $65.60 136K Apr 7, 2025 Direct F1, F2
transaction JXN Common Stock Sale -$127K -1.9K -1.4% $66.73 134K Apr 7, 2025 Direct F2, F3
transaction JXN Common Stock Sale -$162K -2.37K -1.77% $68.10 132K Apr 7, 2025 Direct F2, F4
transaction JXN Common Stock Sale -$211K -3.06K -2.33% $68.99 129K Apr 7, 2025 Direct F2, F5
transaction JXN Common Stock Sale -$382K -5.44K -4.23% $70.21 123K Apr 7, 2025 Direct F2, F6
transaction JXN Common Stock Sale -$439K -6.19K -5.02% $71.03 117K Apr 7, 2025 Direct F2, F7
transaction JXN Common Stock Sale -$21.7K -300 -0.26% $72.21 117K Apr 7, 2025 Direct F2, F8
transaction JXN Common Stock Sale -$14.3K -194 -0.17% $73.91 116K Apr 7, 2025 Direct F2, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.24 to $66.18, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F2 These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary.
F3 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.50 to $67.03, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F4 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.55 to $68.51, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F5 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.55 to $69.27, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F6 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.55 to $70.53, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F7 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.55 to $71.54, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F8 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.66 to $72.49, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
F9 Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.91 to $73.92, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote. The transactions identified in the footnotes, (1) through (9) inclusive, together comprise the final order under the reporting person's referenced Rule 10b5-1 plan.

Remarks:

Power of Attorney on file.