0001062993-24-007027.txt : 20240325
0001062993-24-007027.hdr.sgml : 20240325
20240325155703
ACCESSION NUMBER: 0001062993-24-007027
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240321
FILED AS OF DATE: 20240325
DATE AS OF CHANGE: 20240325
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Cummings Don W
CENTRAL INDEX KEY: 0001575566
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40274
FILM NUMBER: 24779035
MAIL ADDRESS:
STREET 1: C/O JACKSON FINANCIAL INC.
STREET 2: 1 CORPORATE WAY
CITY: LANSING
STATE: MI
ZIP: 48951
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
2024-03-21
0001822993
Jackson Financial Inc.
JXN
0001575566
Cummings Don W
1 CORPORATE WAY
LANSING
MI
48951
0
1
0
0
SVP and CAO
0
Common Stock
2024-03-21
4
A
0
27.56
0.00
A
49058.38
D
Common Stock
2024-03-21
4
A
0
106.68
0.00
A
49165.06
D
Common Stock
2024-03-21
4
A
0
19.06
0.00
A
49184.12
D
Common Stock
2024-03-21
4
A
0
65.15
0.00
A
49249.27
D
Common Stock
2024-03-21
4
A
0
43.43
0.00
A
49292.70
D
Common Stock
2024-03-21
4
A
0
93.03
0.00
A
49385.73
D
Common Stock
2024-03-21
4
A
0
94.92
0.00
A
49480.65
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 granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, as a Retention Award, which vest in two equal installments beginning on the first anniversary of the grant date, subject to continued employment through such dates. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.
Power of Attorney on file.
/s/ Andrea Goodrich, as Attorney-in-Fact
2024-03-25
EX-24.1
2
exhibit24-1.htm
POA
Exhibit 24.1
Exhibit 24.1