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

Role
EVP and Chief Risk Officer
Signature
/s/ Kristan L. Richardson, as Attorney-in-Fact
Issuer symbol
JXN
Transactions as of
10 Mar 2025
Net transactions value
-$995,335
Form type
4
Filing time
12 Mar 2025, 16:11:18 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 +3,175 +13% $0.000000 27,339 10 Mar 2025 Direct F1
transaction JXN Common Stock Disposed to Issuer $257,777 -3,175 -12% $81.19 24,164 10 Mar 2025 Direct F4
transaction JXN Common Stock Options Exercise $0 +3,274 +14% $0.000000 27,438 10 Mar 2025 Direct F2
transaction JXN Common Stock Disposed to Issuer $265,816 -3,274 -12% $81.19 24,164 10 Mar 2025 Direct F5
transaction JXN Common Stock Options Exercise $0 +2,743 +11% $0.000000 26,907 10 Mar 2025 Direct F3
transaction JXN Common Stock Disposed to Issuer $222,665 -2,743 -10% $81.19 24,164 10 Mar 2025 Direct F6
transaction JXN Common Stock Tax liability $85,757 -1,056 -4.4% $81.19 23,108 10 Mar 2025 Direct F7
transaction JXN Common Stock Award $0 +5,437 +24% $0.000000 28,545 10 Mar 2025 Direct F8
transaction JXN Common Stock Sale $163,320 -2,000 -7% $81.66 26,545 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 -3,175 -27% $0.000000 8,759 10 Mar 2025 Common Stock 3,175 Direct F1
transaction JXN restricted share units Options Exercise $0 -3,274 -37% $0.000000 5,485 10 Mar 2025 Common Stock 3,274 Direct F2
transaction JXN restricted share units Options Exercise $0 -2,743 -50% $0.000000 2,743 10 Mar 2025 Common Stock 2,743 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
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.
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 cash settlement of 3174.98 converted shares awarded as part of the March 10, 2022 restricted share units, including related converted dividend equivalents.
F5 Reflects the cash settlement of 3274.00 converted earned March 10, 2022 performance share units, including related converted dividend equivalents.
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.
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.
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.
F9 Shares were sold in a single transaction at $81.66.

Remarks:

Power of Attorney on file.