0001062993-23-022775.txt : 20231218
0001062993-23-022775.hdr.sgml : 20231218
20231218170207
ACCESSION NUMBER: 0001062993-23-022775
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: Claffee Lily Fu
CENTRAL INDEX KEY: 0001876346
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40274
FILM NUMBER: 231494568
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
2023-12-14
0001822993
Jackson Financial Inc.
JXN
0001876346
Claffee Lily Fu
1 CORPORATE WAY
LANSING
MI
48951
1
0
0
0
0
Common Stock
2023-12-14
4
A
0
78.13
0.00
A
33393.73
D
Common Stock
2023-12-14
4
A
0
43.40
0.00
A
33437.13
D
Common Stock
2023-12-14
4
A
0
55.87
0.00
A
33493.00
D
Common Stock
2023-12-14
4
A
0
56.85
0.00
A
33549.85
D
Common Stock
2023-12-14
4
A
0
47.37
0.00
A
33597.22
D
Common Stock
2023-12-14
4
A
0
70.66
0.00
A
33667.88
D
Common Stock
2023-12-14
4
A
0
53.53
0.00
A
33721.41
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 on October 4, 2021, as a Director Founders' Award. The underlying RSUs and dividend equivalents received thus far 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 vested fractional shares will be paid out in cash.
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, where the Director elected equity in lieu of the cash portion of the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far 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 vested fractional shares will be paid out in cash.
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 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far 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 vested fractional shares will be paid out in cash.
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 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far 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 vested fractional shares will be paid out in cash.
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, where the Director elected equity in lieu of the cash portion of the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far 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 vested fractional shares will be paid out in cash.
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 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, 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 vested fractional shares will be paid out in cash.
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, where the Director elected to receive equity in lieu of the cash portion of the 2023-2024 Annual Director Compensation. The underlying RSUs vest in four equal installments. The first quarter vested on August 31, 2023, the second quarter on November 30, and the remaining installments vest on February 29, 2024, and May 31, 2024, 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 vested fractional shares will be paid out in cash.
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