Form 4 for JXN Jackson Financial Inc.
Accepted 2025-03-12 00:00:00 ET · period of report 2025-03-10 · accession 0001062993-25-005245 · 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 | 2025-03-12 | 2025-03-10 | JXN | Smith Craig Donald | Pres, CEO PPM America | F - Tax | $81.19 | -22.4K | 135.8K | -14% | -$1.82M |
| 2025-03-12 | 2025-03-10 | JXN | Smith Craig Donald | Pres, CEO PPM America | A - Grant | $0.00 | +11.3K | 144.7K | +9% | $0 | |
| 2025-03-12 | 2025-03-11 | JXN | Smith Craig Donald | Pres, CEO PPM America | S - Sale | $80.75 | -7,974 | 136.7K | -6% | -$643.9K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-03-10 | F | D | 2,458.03 | $81.19 | 133,376.29 | D | — | — | (F4) Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2024 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. |
| 2 | Common | Common Stock | 2025-03-10 | A | A | 11,338 | $0.00 | 144,714.29 | D | — | — | (F5) On March 10, 2025, the reporting person was granted 11,338 restricted share units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date. The RSUs will convert 1:1 into common stock. |
| 3 | Common | Common Stock | 2025-03-11 | S | D | 7,974 | $80.75 | 136,740.29 | D | — | — | (F6) Shares were sold, pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2024, in multiple transactions, each transaction at $80.75. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at the price set forth in this footnote. (F7) These shares are held in a brokerage account in the name of Craig D Smith TTEE Craig D Smith TR dated May 8, 2023, U/A 5/8/03 FBO Craig D. Smith, where reporting person is the trustee and beneficiary. |
| 4 | Common | Common Stock | 2025-03-10 | F | D | 2,858.51 | $81.19 | 152,960.25 | D | — | — | (F1) Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final first tranche of the March 10, 2022 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. |
| 5 | Common | Common Stock | 2025-03-10 | F | D | 14,008.78 | $81.19 | 138,951.47 | D | — | — | (F2) Shares withheld to pay the reporting person's tax withholding obligation upon cliff vesting of the earned March 10, 2022 performance share units ("PSUs"). The PSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. |
| 6 | Common | Common Stock | 2025-03-10 | F | D | 3,117.15 | $81.19 | 135,834.32 | D | — | — | (F3) Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the March 10, 2023 restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. |