InsiderTrades

Form 4 for JXN Jackson Financial Inc.

Accepted 2023-12-18 00:00:00 ET · period of report 2023-12-14 · accession 0001062993-23-022756 · SEC index · Original document

Summary rows

Aggregated the way they appear in lists: one row per insider, transaction code and security table.

X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
M 2023-12-18 2023-12-14 JXN Chelko Carrie EVP, GC A - Grant $0.00 +313.33 52.3K +0.6% $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2023-12-14 A A 55.56 $0.00 52,197.33 D — — (F1) 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. 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, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.
2 Common Common Stock 2023-12-14 A A 135.96 $0.00 52,463.54 D — — (F4) Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2023 Annual Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations. (F5) 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.
3 Common Common Stock 2023-12-14 A A 26.04 $0.00 52,223.37 D — — (F2) 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 in October 2021 as a Sign-On Award. These RSUs vest over 29 months on the following schedule and original amounts (i.e., prior to dividend equivalents being added): 6,376 vested March 4, 2022, 10,877 vested March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.
4 Common Common Stock 2023-12-14 A A 95.77 $0.00 52,319.14 D — — (F3) 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 part of the March 2022 Annual Grant. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.