Christopher Raub - 10 Mar 2025 Form 4 Insider Report for Jackson Financial Inc. (JXN)

Reporting relationship: EVP and Chief Risk Officer
Issuer ticker: JXN
Reported as of: 10 Mar 2025
Net transaction value: -$995,335
SEC form: 4
Accepted by SEC: 12 Mar 2025, 16:11:18 UTC
Prior SEC filing: 04 Feb 2025
Next SEC filing: 24 Mar 2025
Source filing: View source filing
Reporting owner signature: /s/ Kristan L. Richardson, as Attorney-in-Fact

Key filing fact

Christopher Raub filed Form 4 for Jackson Financial Inc. (JXN) on 12 Mar 2025.

Key facts

This page summarizes Christopher Raub's Form 4 filing for Jackson Financial Inc. (JXN).
12 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 12 Mar 2025, 16:11.

Change

Previous filing in this sequence was filed on 04 Feb 2025.
Current net transaction value: -$995,335.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

JXN transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +3,175
Change %: +13%
Price: $0.000000
Shares after: 27,339
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F1

JXN transaction

Common Stock

Disposed to Issuer

Transaction value: $257,777
Shares: -3,175
Change %: -12%
Price: $81.19
Shares after: 24,164
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F4

JXN transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +3,274
Change %: +14%
Price: $0.000000
Shares after: 27,438
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F2

JXN transaction

Common Stock

Disposed to Issuer

Transaction value: $265,816
Shares: -3,274
Change %: -12%
Price: $81.19
Shares after: 24,164
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F5

JXN transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +2,743
Change %: +11%
Price: $0.000000
Shares after: 26,907
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F3

JXN transaction

Common Stock

Disposed to Issuer

Transaction value: $222,665
Shares: -2,743
Change %: -10%
Price: $81.19
Shares after: 24,164
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F6

JXN transaction

Common Stock

Tax liability

Transaction value: $85,757
Shares: -1,056
Change %: -4.4%
Price: $81.19
Shares after: 23,108
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F7

JXN transaction

Common Stock

Award

Transaction value: $0
Shares: +5,437
Change %: +24%
Price: $0.000000
Shares after: 28,545
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F8

JXN transaction

Common Stock

Sale

Transaction value: $163,320
Shares: -2,000
Change %: -7%
Price: $81.66
Shares after: 26,545
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F9

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

JXN transaction Derivative

restricted share units

Options Exercise

Transaction value: $0
Shares: -3,175
Change %: -27%
Price: $0.000000
Shares after: 8,759
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,175
Exercise price
Footnotes: F1

JXN transaction Derivative

restricted share units

Options Exercise

Transaction value: $0
Shares: -3,274
Change %: -37%
Price: $0.000000
Shares after: 5,485
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,274
Exercise price
Footnotes: F2

JXN transaction Derivative

restricted share units

Options Exercise

Transaction value: $0
Shares: -2,743
Change %: -50%
Price: $0.000000
Shares after: 2,743
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,743
Exercise price
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 footnotes

Footnote F1

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.

Footnote F2

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.

Footnote 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.

Footnote F4

Reflects the cash settlement of 3174.98 converted shares awarded as part of the March 10, 2022 restricted share units, including related converted dividend equivalents.

Footnote F5

Reflects the cash settlement of 3274.00 converted earned March 10, 2022 performance share units, including related converted dividend equivalents.

Footnote F6

Reflects the cash settlement of 2742.52 converted shares awarded as part of the March 10, 2023 restricted share units, including related converted dividend equivalents.

Footnote F7

Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Footnote F8

On March 10, 2025, the reporting person was granted 5,437 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.

Footnote F9

Shares were sold in a single transaction at $81.66.

SEC remarks

Power of Attorney on file.