0001062993-21-009301.txt : 20211006
0001062993-21-009301.hdr.sgml : 20211006
20211006212434
ACCESSION NUMBER: 0001062993-21-009301
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211004
FILED AS OF DATE: 20211006
DATE AS OF CHANGE: 20211006
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Chelko Carrie
CENTRAL INDEX KEY: 0001884039
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40274
FILM NUMBER: 211310921
MAIL ADDRESS:
STREET 1: 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]
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
X0306
4
2021-10-04
0001822993
Jackson Financial Inc.
JXN
0001884039
Chelko Carrie
1 CORPORATE WAY
LANSING
MI
48951
0
1
0
0
EVP, GC and Secretary
Restricted Share Units
2021-10-04
4
A
0
19128
0.00
A
Common Stock
19128
19128
D
Restricted Share Units
2021-10-04
4
A
0
12003
0.00
A
Common Stock
12003
12003
D
Restricted Share Units
2021-10-04
4
A
0
5626
0.00
A
Common Stock
5626
5626
D
Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSUs) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021, as a Sign-on Award in connection with Ms. Chelko's acceptance of employment. The RSUs vest over three years on the following schedule: 6,376 RSUs vest on March 4, 2022, 10,877 RSUs vest on March 4, 2023, and 1,875 RSUs vest on March 4, 2024, subject to Ms. Chelko's continued employment through such dates.
Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.
Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact
2021-10-06