0001062993-24-016918.txt : 20240923 0001062993-24-016918.hdr.sgml : 20240923 20240923170337 ACCESSION NUMBER: 0001062993-24-016918 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240919 FILED AS OF DATE: 20240923 DATE AS OF CHANGE: 20240923 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lippert Martin J CENTRAL INDEX KEY: 0001527888 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40274 FILM NUMBER: 241316815 MAIL ADDRESS: STREET 1: 200 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10166 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Jackson Financial Inc. CENTRAL INDEX KEY: 0001822993 STANDARD INDUSTRIAL CLASSIFICATION: LIFE INSURANCE [6311] ORGANIZATION NAME: 02 Finance IRS NUMBER: 980486152 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1 CORPORATE WAY CITY: LANSING STATE: MI ZIP: 48951 BUSINESS PHONE: 517-381-5500 MAIL ADDRESS: STREET 1: 1 CORPORATE WAY CITY: LANSING STATE: MI ZIP: 48951 4 1 form4.xml STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES X0508 4 2024-09-19 0001822993 Jackson Financial Inc. JXN 0001527888 Lippert Martin J 1 CORPORATE WAY LANSING MI 48951 1 0 0 0 0 Common Stock 2024-09-19 4 A 0 50.42 0.00 A 38262.70 D Common Stock 2024-09-19 4 A 0 28.01 0.00 A 38290.71 D Common Stock 2024-09-19 4 A 0 36.06 0.00 A 38326.77 D Common Stock 2024-09-19 4 A 0 36.69 0.00 A 38363.46 D Common Stock 2024-09-19 4 A 0 30.57 0.00 A 38394.03 D Common Stock 2024-09-19 4 A 0 45.60 0.00 A 38439.63 D Common Stock 2024-09-19 4 A 0 34.55 0.00 A 38474.18 D Common Stock 2024-09-19 4 A 0 16.48 0.00 A 38490.66 D Common Stock 2024-09-19 4 A 0 12.48 0.00 A 38503.14 D Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021, Director Founders' Award. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected equity in lieu of the cash portion of the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the October 4, 2021 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected equity in lieu of the cash portion of the June 9, 2022 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2023 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the June 1, 2023 Annual Director Retainer. The underlying RSUs and dividend equivalents received are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity from the June 1, 2024 Annual Director Retainer. The RSUs fully vest on June 1, 2025, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity where the Director elected to receive equity in lieu of the cash portion of the June 1, 2024 Annual Director Retainer. The underlying RSUs vest quarterly in four equal installments, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and the vested fractional share will be paid out in cash. Power of Attorney on file. /s/ Kristan L. Richardson, as Attorney-in-Fact 2024-09-23