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

Role
SVP and Controller
Signature
/s/ Kristan L. Richardson, as Attorney-in-Fact
Issuer symbol
JXN
Transactions as of
10 Mar 2025
Net transactions value
-$486,457
Form type
4
Filing time
12 Mar 2025, 15:54:20 UTC
Previous filing
04 Feb 2025
Next filing
24 Mar 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 +1,506 +107% $0.000000 2,913 10 Mar 2025 Direct F1
transaction JXN Common Stock Disposed to Issuer $122,243 -1,506 -52% $81.19 1,407 10 Mar 2025 Direct F5
transaction JXN Common Stock Options Exercise $0 +1,509 +107% $0.000000 2,916 10 Mar 2025 Direct F2
transaction JXN Common Stock Disposed to Issuer $122,488 -1,509 -52% $81.19 1,407 10 Mar 2025 Direct F6
transaction JXN Common Stock Options Exercise $0 +1,432 +102% $0.000000 2,839 10 Mar 2025 Direct F3
transaction JXN Common Stock Disposed to Issuer $116,258 -1,432 -50% $81.19 1,407 10 Mar 2025 Direct F7
transaction JXN Common Stock Options Exercise $0 +1,545 +110% $0.000000 2,953 10 Mar 2025 Direct F4
transaction JXN Common Stock Disposed to Issuer $125,469 -1,545 -52% $81.19 1,407 10 Mar 2025 Direct F8
transaction JXN Common Stock Award $0 +4,049 +288% $0.000000 5,456 10 Mar 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 -1,506 -14% $0.000000 9,009 10 Mar 2025 Common Stock 1,506 Direct F1
transaction JXN restricted share units Options Exercise $0 -1,509 -17% $0.000000 7,500 10 Mar 2025 Common Stock 1,509 Direct F2
transaction JXN restricted share units Options Exercise $0 -1,432 -19% $0.000000 6,068 10 Mar 2025 Common Stock 1,432 Direct F3
transaction JXN restricted share units Options Exercise $0 -1,545 -25% $0.000000 4,523 10 Mar 2025 Common Stock 1,545 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.