0001062993-24-007030.txt : 20240325 0001062993-24-007030.hdr.sgml : 20240325 20240325155811 ACCESSION NUMBER: 0001062993-24-007030 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: Raub Christopher CENTRAL INDEX KEY: 0001977482 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40274 FILM NUMBER: 24779058 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 2024-03-21 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 2024-03-21 4 A 0 52.01 0.00 A 24890.53 D Common Stock 2024-03-21 4 A 0 79.73 0.00 A 24970.26 D Restricted Share Units 2024-03-21 4 A 0 47.22 0.00 A Common Stock 47.22 16810.49 D Restricted Share Units 2024-03-21 4 A 0 41.99 0.00 A Common Stock 41.99 16852.48 D Restricted Share Units 2024-03-21 4 A 0 32.50 0.00 A Common Stock 32.50 16884.98 D Restricted Share Units 2024-03-21 4 A 0 56.15 0.00 A Common Stock 56.15 16941.13 D Each restricted share unit represents a contingent right to receive one share of JFI common stock. 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, with distribution settled in cash. 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, with distribution settled in cash. 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 with distribution settled in cash. 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 with distribution settled in cash. 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 September 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. 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. 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