0001062993-22-007098.txt : 20220308 0001062993-22-007098.hdr.sgml : 20220308 20220308211017 ACCESSION NUMBER: 0001062993-22-007098 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20220304 FILED AS OF DATE: 20220308 DATE AS OF CHANGE: 20220308 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: 22723714 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 2022-03-04 0001822993 Jackson Financial Inc. JXN 0001884039 Chelko Carrie 1 CORPORATE WAY LANSING MI 48951 0 1 0 0 EVP, GC and Secretary Common Stock 12161.56 D Common Stock 17861.88 D Common Stock 37242.88 D Common Stock 2022-03-04 4 F 0 1976.23 38.34 D 35266.65 D Previously reported (on Table II) Annual Award of 12,003 Restricted Share Units ("RSUs") granted on October 4, 2021. These RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to continued employment through such dates. The total number of RSUs also reflects the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 158.56 RSUs, which are subject to the same terms and conditions as the underlying equity. Previously reported (on Table II) Celebration Award of 5,626 Restricted Share Units ("RSUs") granted on October 4, 2021. These RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022, subject to continued employment through such date. The number of RSUs also reflects the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 74.32 RSUs, which are subject to the same terms and conditions as the underlying equity. Previously reported (on Table II) a Sign-On Award of 19,128 Restricted Share Units ("RSUs") granted on October 4, 2021. These RSUs vest over 29 months on the following schedule: 6,376 vest March 4, 2022, 10,877 vest March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates. The total number of RSUs also reflects the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 252.68 RSUs, which are subject to the same terms and conditions as the underlying equity. Shares withheld for tax withholding for the 6,460.23 Restricted Share Units ("RSUs") that vested on March 4, 2022 in the Sign-On Award described in footnote 3 above. Power of Attorney on file. /s/ Kristan L. Richardson, as Attorney-in-Fact 2022-03-08