0001062993-24-012986.txt : 20240624 0001062993-24-012986.hdr.sgml : 20240624 20240624160703 ACCESSION NUMBER: 0001062993-24-012986 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240620 FILED AS OF DATE: 20240624 DATE AS OF CHANGE: 20240624 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Romine Scott CENTRAL INDEX KEY: 0001900824 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40274 FILM NUMBER: 241064306 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 2024-06-20 0001822993 Jackson Financial Inc. JXN 0001900824 Romine Scott 1 CORPORATE WAY LANSING MI 48951 0 1 0 0 President and CEO, JNLD 0 Common Stock 2024-06-20 4 A 0 29.68 0.00 A 78389.07 D Common Stock 2024-06-20 4 A 0 59.65 0.00 A 78448.72 D Common Stock 2024-06-20 4 A 0 105.38 0.00 A 78554.10 D Common Stock 2024-06-20 4 A 0 125.58 0.00 A 78679.68 D 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 December 27, 2021, which vest in 30 months in three installments beginning on the first anniversary of the grant date. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vested on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 2024. 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, 2022, 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, 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/ Kristan L. Richardson, as Attorney-in-Fact 2024-06-24