| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JXN | Common Stock | Gift | $0 | -12.4K | -24.23% | $0.00 | 38.9K | May 5, 2022 | Nerud Revoc Trust | F1, F2 |
| transaction | JXN | Common Stock | Award | $0 | +244 | +0.63% | $0.00 | 39.1K | Jun 16, 2022 | Direct | F4 |
| transaction | JXN | Common Stock | Award | $0 | +38.2 | +0.1% | $0.00 | 39.2K | Jun 16, 2022 | Direct | F5 |
| transaction | JXN | Common Stock | Award | $0 | +200 | +0.51% | $0.00 | 39.4K | Jun 16, 2022 | Direct | F6 |
| holding | JXN | Common Stock | 0.8 | Jun 16, 2022 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Mr. Nerud transferred 12,435 shares of his Jackson Financial Inc. ("JFI") common stock to a brokerage account with the account name of the Mark D. Nerud 2012 Revocable Trust Dated 5/8/12. Mr. Nerud is the grantor, and he also is a co-trustee with his spouse. Mr. Nerud's spouse is beneficiary of the trust. |
| F2 | The total amount of JFI common stock beneficially owned includes an adjustment to reflect an over reporting of 90.62 dividend equivalents as originally reported in a Form 4 filed on March 24, 2022. It also includes an adjustment to reflect an under reporting of 1,393.84 shares of common stock earned on February 2, 2022 as originally reported in a Form 4 filed on March 14, 2022. |
| F3 | Reflects the same class of JFI shares of common stock remaining in original account prior to the transfer described in Footnote 1. |
| F4 | Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("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 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. |
| F5 | Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("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. |
| F6 | Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of 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, 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. |
Power of Attorney on file.