0001062993-23-022755.txt : 20231218
0001062993-23-022755.hdr.sgml : 20231218
20231218163753
ACCESSION NUMBER: 0001062993-23-022755
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231214
FILED AS OF DATE: 20231218
DATE AS OF CHANGE: 20231218
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Raub Christopher
CENTRAL INDEX KEY: 0001977482
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40274
FILM NUMBER: 231494307
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]
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
2023-12-14
0001822993
Jackson Financial Inc.
JXN
0001977482
Raub Christopher
1 CORPORATE WAY
LANSING
MI
48951
0
1
0
0
EVP and Chief Risk Officer
0
Common Stock
2023-12-14
4
A
0
58.99
0.00
A
17324.52
D
Restricted Share Units
2023-12-14
4
A
0
53.55
0.00
A
Common Stock
53.55
18340.55
D
Restricted Share Units
2023-12-14
4
A
0
73.73
0.00
A
Common Stock
73.73
18414.28
D
Restricted Share Units
2023-12-14
4
A
0
95.53
0.00
A
Common Stock
95.53
18514.91
D
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the September 2023 Mid-Cycle Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, September 10, 2024, the next third vests on the two-year anniversary of the grant date, September 10, 2025, and the remaining third vests on the three-year anniversary of the the grant date, September 10, 2026. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.
Each restricted stock unit represents a contingent right to receive one share of JFI common stock.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the October 2021 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on October 4, 2022, the next third vested on October 4, 2023, and the remaining third vests on April 4, 2024.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2022 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vested on March 10, 2023, the next third vests on March 10, 2024, and the remaining third on March 10, 2025.
Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the March 2023 Annual Grant. The RSUs vest in three equal annual installments with distributions settled in cash. The first third vests on March 10, 2024, the second third on March 10, 2025, and the remaining third on March 10, 2026.
The total reflects adjustments to correct inadvertent errors in the number of shares awarded in the March 10, 2023, equity grant, and subsequent accruals of dividend equivalent units in March, June, and September, the number of RSUs that vested on an accelerated basis on November 29, 2023, and the number of shares withheld on that date.
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact
2023-12-18
EX-24.1
2
exhibit24-1.htm
POA
Exhibit 24.1
Exhibit 24.1