Key facts
- This page summarizes Mark D. Nerud's Form 4 filing for Jackson Financial Inc. (JXN).
- 4 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 24 Mar 2022, 20:08.
Mark D. Nerud - 23 Mar 2022 Form 4 Insider Report for Jackson Financial Inc. (JXN)
- Reporting relationship
- President and CEO of JNAM
- Issuer ticker
- JXN
- Reported as of
- 23 Mar 2022
- Net transaction value
- +$29,390
- SEC form
- 4
- Accepted by SEC
- 24 Mar 2022, 20:08:55 UTC
- Prior SEC filing
- 14 Mar 2022
- Next SEC filing
- 05 Apr 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kristan L. Richardson, as Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mark D. Nerud filed Form 4 for Jackson Financial Inc. (JXN) on 24 Mar 2022.
Change
- Previous filing in this sequence was filed on 14 Mar 2022.
- Current net transaction value: +$29,390.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
JXN
transaction
Common Stock
Award
- Transaction value
- $6,689
- Shares
- +150
- Change %
- +0.32%
- Price
- $44.62
- Shares after
- 46,959
- Date
- 23 Mar 2022
- Ownership
- Direct
- Footnotes
- F1
JXN
transaction
Common Stock
Award
- Transaction value
- $1,045
- Shares
- +23
- Change %
- +0.05%
- Price
- $44.62
- Shares after
- 46,982
- Date
- 23 Mar 2022
- Ownership
- Direct
- Footnotes
- F2
JXN
transaction
Common Stock
Award
- Transaction value
- $16,173
- Shares
- +362
- Change %
- +0.77%
- Price
- $44.62
- Shares after
- 47,345
- Date
- 23 Mar 2022
- Ownership
- Direct
- Footnotes
- F3
JXN
transaction
Common Stock
Award
- Transaction value
- $5,483
- Shares
- +123
- Change %
- +0.26%
- Price
- $44.62
- Shares after
- 47,468
- Date
- 23 Mar 2022
- Ownership
- Direct
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 149.91 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 158.56 RSUs, which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of Annual Award of 12,003 RSUs. These RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to continued employment through such dates.
Footnote F2
The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 23.42 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 24.77 RSUs, which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of Celebration Award of 1,875 RSUs. These RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022, subject to continued employment through such date.
Footnote F3
The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 362.47 Performance Share Units ("PSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient in 2019 from our former parent, Prudential plc, of 17,105 PSUs, which were converted into PSUs of Jackson Financial Inc. on September 13, 2021. Column 4 reflects the number of shares of common stock "earned" based on achievement of performance metrics for the period January 1, 2019 through December 31, 2021. The shares will not vest, or be delivered to Mr. Nerud, until April 2, 2022, so long as Mr. Nerud remains employed through such date.
Footnote F4
The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 122.88 Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on March 10, 2022 as part of the 2022 Annual Restricted Share Unit Award of 9,969 RSUs. The RSUs vest over three years in equal installments, where the first third vests on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates.
SEC remarks
Power of Attorney on file.