Filing Details
- Accession Number:
- 0001062993-25-005245
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-03-12 16:10:42
- Reporting Period:
- 2025-03-10
- Filing Date:
- 2025-03-12
- Accepted Time:
- 2025-03-12 16:10:42
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1822993 | Jackson Financial Inc. | JXN | Life Insurance (6311) | 980486152 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1856283 | Donald Craig Smith | 1 Corporate Way Lansing MI 48951 | President And Ceo Ppm America | No | Yes | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Disposition | 2025-03-10 | 2,859 | $81.19 | 152,960 | No | 4 | F | Direct | |
Common Stock | Disposition | 2025-03-10 | 14,009 | $81.19 | 138,951 | No | 4 | F | Direct | |
Common Stock | Disposition | 2025-03-10 | 3,117 | $81.19 | 135,834 | No | 4 | F | Direct | |
Common Stock | Disposition | 2025-03-10 | 2,458 | $81.19 | 133,376 | No | 4 | F | Direct | |
Common Stock | Acquisiton | 2025-03-10 | 11,338 | $0.00 | 144,714 | No | 4 | A | Direct | |
Common Stock | Disposition | 2025-03-11 | 7,974 | $80.75 | 136,740 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | F | Direct | |
No | 4 | F | Direct | |
No | 4 | F | Direct | |
No | 4 | F | Direct | |
No | 4 | A | Direct | |
No | 4 | S | Direct |
Footnotes
- Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 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.
- Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs 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.
- Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 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.
- 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.
- On March 10, 2025, the reporting person was granted 11,338 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.
- Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024, in multiple transactions, each transaction at $80.75. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote.
- These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary.