Craig A. Anderson - 10 Mar 2026 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 2026
Net transactions value
$0
Form type
4
Filing time
12 Mar 2026, 16:19:27 UTC
Previous filing
04 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Anderson Craig A. SVP and Controller 1 CORPORATE WAY, LANSING /s/ Kristan L. Richardson, as Attorney-in-Fact 12 Mar 2026 0002026313

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction JXN Common Stock Options Exercise +2,112 +39% $0.000000* 7,539 10 Mar 2026 Direct F1
transaction JXN Common Stock Disposed to Issuer -2,112 -28% $108.87* 5,427 10 Mar 2026 Direct F4
transaction JXN Common Stock Options Exercise +1,481 +27% $0.000000* 6,908 10 Mar 2026 Direct F2
transaction JXN Common Stock Disposed to Issuer -1,481 -21% $108.87* 5,427 10 Mar 2026 Direct F5
transaction JXN Common Stock Options Exercise +1,598 +29% $0.000000* 7,025 10 Mar 2026 Direct F3
transaction JXN Common Stock Disposed to Issuer -1,598 -23% $108.87* 5,427 10 Mar 2026 Direct F6
transaction JXN Common Stock Tax liability -616 -11% $0.000000* 4,811 10 Mar 2026 Direct F7
transaction JXN Common Stock Award +3,447 +72% $0.000000* 8,258 10 Mar 2026 Direct F8

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 -2,112 -31% $0.000000* 4,677 10 Mar 2026 Common Stock 2,112 Direct F1
transaction JXN restricted share units Options Exercise -1,481 -32% $0.000000* 3,196 10 Mar 2026 Common Stock 1,481 Direct F2
transaction JXN restricted share units Options Exercise -1,598 -50% $0.000000* 1,598 10 Mar 2026 Common Stock 1,598 Direct F3
* 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, 2023, 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, 2023, 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, 2024, 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 cash settlement of 2111.64 converted earned March 10, 2023, performance share units and related converted dividend equivalents.
F5 Reflects the cash settlement of 1480.92 converted shares awarded as the March 10, 2023, restricted share units and related converted dividend equivalents.
F6 Reflects the cash settlement of 1598.25 converted shares awarded as the March 10, 2024, restricted share units and related converted dividend equivalents.
F7 Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2025, 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.
F8 Reflects the March 10, 2026, annual grant of restricted share units which vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date, subject to the reporting person's continued employment through such dates.

Remarks:

Power of Attorney on file.