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Myers Paul Chadwick

Disclosed activity across 1 company

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115051
SEC CIK
0001857242

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Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

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Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Jackson Financial Inc.

Report date February 02, 2022 · Filed March 28, 2023

Section 16 reporting ended · disclosed 2023-03-28. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect424,111.16 Reported balance After 2022-02-02 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2022-02-02 · Exercise / conversion · Acquired 41,330.19 · Balance 424,111.16

F1: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Common StockSEC Table I · non-derivativeDirect382,780.97 Reported balance After 2022-04-02 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2022-04-02 · Disposition to issuer · Disposed 41,330.19 · Balance 382,780.97

F2: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F3: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Restricted Share UnitsSEC Table II · derivative / convertible securityDirect91,321.73 Reported balance After 2022-02-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2022-02-02 · Grant · Acquired 41,330.19 · Balance 91,321.73

F1: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Restricted Share UnitsSEC Table II · derivative / convertible securityDirect49,991.54 Reported balance After 2022-04-02 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2022-04-02 · Exercise / conversion · Disposed 41,330.19 · Balance 49,991.54

F2: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F3: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F2: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F3: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Transaction history

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 19, 2022 Filed Dec 21, 2022 22:48 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,904.93 $34.08 $64,920.01
Disclosure

SEC source: 0001062993-22-024327 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 382,780.97

F2 · shares: The reported transaction involved the withholding of 1,904.93 shares of common stock issuable upon the accelerated vesting of an equal number of Restricted Share Units ("RSUs") granted on March 10, 2022, as part of a 2022 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. The total reported in Column 5 includes 56,859.86 RSUs previously reported.

Read SEC document
December 19, 2022 Filed Dec 21, 2022 22:48 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,261.56 $34.08 $42,993.96
Disclosure

SEC source: 0001062993-22-024327 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 384,685.9

F1 · shares: The reported transaction involved the withholding of 1,261.56 shares of common stock issuable upon the accelerated vesting of an equal number of Restricted Share Units ("RSUs") granted on October 4, 2021, as part of a 2021 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. The total reported in Column 5 includes 56,812.35 RSUs previously reported.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 22:16 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 789.64 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024134 · form4.xml · derivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,991.54

Underlying: Common Stock · 789.64 shares

Expires not disclosed

F4 · derivative.exercise_price: Reflects 25% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 2, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash.

F4 · derivative.exercise_date: Reflects 25% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 2, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash.

F4 · derivative.expiration_date: Reflects 25% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 2, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 22:16 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 928.22 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024134 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385,947.46

F3 · security: Reflects the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on March 10, 2022, as part of the 2022 Annual Restricted Share Unit Award of 55,086 RSUs. These RSUs vest over three years, where the first third vests 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. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 22:16 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,368.96 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024134 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385,019.24

F2 · security: Reflects 75% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally reported on October 4, 2021, as converted unvested Prudential plc Restricted Stock where the total amount of 185,006 JFI RSUs acquired reflect the underlying: (a) JFI common stock received as a demerger dividend plus (b) converted JFI common stock. These RSUs vest on April 9, 2023, subject to continued employment through such date. Upon vesting, 75% of the total number of RSUs will settle in shares, and the remaining 25% of the RSUs will be paid out in cash (see Footnote 4). Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 22:16 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 614.78 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024134 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 382,650.28

F1 · security: Reflects the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of the Annual Award of 54,013 RSUs. These RSUs vest over 30 months in three installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer.

Read SEC document
October 04, 2022 Filed Oct 6, 2022 20:53 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 2,639.95 $31.78 $83,897.61
Disclosure

SEC source: 0001062993-22-020623 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 382,035.5

F2 · shares: Shares withheld for the tax obligation upon the full vesting of 5,984.95 Restricted Share Units ("RSUs"), which includes 5,626 RSUs granted on October 4, 2021, as a Celebration Award, and the related dividend equivalents. Upon vesting, net shares were distributed but the fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2022 Filed Oct 6, 2022 20:53 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 8,446.69 $31.78 $268,435.81
Disclosure

SEC source: 0001062993-22-020623 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 384,675.45

F1 · shares: Shares withheld for the tax obligation upon the vesting of 19,152.69 Restricted Share Units ("RSUs"), which includes 18,004 or one-third, of the RSUs granted on October 4, 2021, as part of an Annual Award, and the related one-third of dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 23:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 821.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019737 · form4.xml · derivative · entry 5

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,201.9

Underlying: Common Stock · 821.03 shares

Expires not disclosed

F5 · derivative.exercise_price: Reflects 25% of the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 1, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash.

F5 · derivative.exercise_date: Reflects 25% of the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 1, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash.

F5 · derivative.expiration_date: Reflects 25% of the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 1, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 23:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 965.11 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019737 · form4.xml · nonDerivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 393,122.14

F4 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on March 10, 2022, as part of the 2022 Annual Restricted Share Unit Award of 55,086 RSUs. These RSUs vest over three years, where the first third vests 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 will be distributed but the fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 23:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 99.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019737 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 392,157.03

F3 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of the Celebration Award of 5,626 RSUs. These RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022, subject to continued employment through such date. Upon vesting, full shares will be distributed but the fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 23:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 958.81 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019737 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 392,057.16

F2 · security: Reflects the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to the recipient on October 4, 2021, as part of the Annual Award of 54,013 RSUs. These RSUs vest over 30 months in three installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed but the fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 23:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,463.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019737 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 391,098.35

F1 · security: Reflects 75% of the acquisition on September 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally reported on October 4, 2021, as converted unvested Prudential plc Restricted Stock where the total amount of 185,006 JFI RSUs acquired reflect the underlying: (a) JFI common stock received as a demerger dividend plus (b) converted JFI common stock. These RSUs vest on April 9, 2023, subject to continued employment through such date. Upon vesting, 75% of the total number of RSUs will settle in shares, and the remaining 25% of the RSUs will be paid out in cash (see Footnote 5). Upon vesting, full shares will be distributed but the fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

Read SEC document
June 16, 2022 Filed Jun 21, 2022 11:21 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 941.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015226 · form4.xml · derivative · entry 5

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,380.87

Underlying: Common Stock · 941.26 shares

Expires not disclosed

F5 · derivative.exercise_price: Reflects 25% of Restricted Share Units ("RSUs") that were originally granted to recipient on October 4, 2021 as part of converted unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, and were reported entirely in Table I in a Form 4 filed on March 14, 2022. Since these RSUs will be settled in cash, they are now reported in Table II. The amount also reflects a June 16, 2022, distribution of dividend equivalents in the form of RSUs that are subject to the same terms and conditions as the underlying equity, as described in Footnote 1.

F5 · derivative.exercise_date: Reflects 25% of Restricted Share Units ("RSUs") that were originally granted to recipient on October 4, 2021 as part of converted unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, and were reported entirely in Table I in a Form 4 filed on March 14, 2022. Since these RSUs will be settled in cash, they are now reported in Table II. The amount also reflects a June 16, 2022, distribution of dividend equivalents in the form of RSUs that are subject to the same terms and conditions as the underlying equity, as described in Footnote 1.

F5 · derivative.expiration_date: Reflects 25% of Restricted Share Units ("RSUs") that were originally granted to recipient on October 4, 2021 as part of converted unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, and were reported entirely in Table I in a Form 4 filed on March 14, 2022. Since these RSUs will be settled in cash, they are now reported in Table II. The amount also reflects a June 16, 2022, distribution of dividend equivalents in the form of RSUs that are subject to the same terms and conditions as the underlying equity, as described in Footnote 1.

Read SEC document
June 16, 2022 Filed Jun 21, 2022 11:21 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 1,106.45 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015226 · form4.xml · nonDerivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 388,635.23

F4 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on March 10, 2022 as part of the 2022 Annual Restricted Share Unit Award of 55,086 RSUs. The RSUs vest over three years, where the first third vests 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.

Read SEC document
June 16, 2022 Filed Jun 21, 2022 11:21 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 114.5 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015226 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 387,528.78

F3 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of Celebration Award of 5,626 RSUs. These RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022, subject to continued employment through such date.

Read SEC document
June 16, 2022 Filed Jun 21, 2022 11:21 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 1,099.23 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015226 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 387,414.28

F2 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of Annual Award of 54,013 RSUs. These RSUs vest over 30 months in three installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to continued employment through such dates.

Read SEC document
June 16, 2022 Filed Jun 21, 2022 11:21 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,823.83 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015226 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386,315.05

F1 · security: Reflects the acquisition on June 16, 2022 of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity of 185,006 RSUs originally granted to recipient on October 4, 2021 as part of converted unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan. The RSUs fully vest on April 9, 2023, subject to continued employment through such date. Upon vesting, 75% of the total number of RSUs acquired in October 2021 will settle in shares, and the remaining 25% of the RSUs will be paid out in cash.

Read SEC document
May 16, 2022 Filed May 17, 2022 22:43 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 8,000 $33.15 $265,200.00
Disclosure

SEC source: 0001062993-22-012824 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 383,491.22

F4 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.95 to $33.41, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 4.

F5 · balance_after: The total amount beneficially owned reflects both (1) the addition of 8,000 shares purchased in the open market on May 16, 2022, and (2) a removal from Table I to Table II of common stock underlying 47,439.61 Restricted Share Units ("RSUs") that were acquired upon the October 4, 2021 grant of converted unvested Prudential plc Restricted Stock. One hundred percent (100%) of the RSUs previously were reported in Table I on March 14, 2022, based on an understanding that the RSUs were to settle upon vesting only in shares. It has since been clarified that only 75% of the total number of RSUs acquired in October 2021 will settle in shares upon vesting, and the remaining 25% of the RSUs will be paid out in cash upon vesting. The 25% of the RSUs that will be paid out in cash upon vesting is now properly reported in Table II, instead of Table I. These RSUs cliff vest on April 9, 2023.

F2 · ownership.direct: Shares purchased through a Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
May 13, 2022 Filed May 17, 2022 22:43 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 4,500 $31.50 $141,750.00
Disclosure

SEC source: 0001062993-22-012824 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 422,930.83

F3 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $31.20 to $31.81, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 3.

F2 · ownership.direct: Shares purchased through a Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
May 13, 2022 Filed May 17, 2022 22:43 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 500 $30.06 $15,030.00
Disclosure

SEC source: 0001062993-22-012824 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 418,430.83

F1 · price: Shares were bought in two transactions for $30.06. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought described in this Footnote 1.

F2 · ownership.direct: Shares purchased through a Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
April 02, 2022 Filed Apr 5, 2022 22:07 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 55,352.7 $43.21 $2,391,790.17
Disclosure

SEC source: 0001062993-22-009792 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 417,930.83

F1 · shares: Reflects the number of shares withheld for tax withholding upon the vesting of common stock previously "earned" based on achievement of performance metrics of the Performance Share Units ("PSUs") received upon the demerger conversion of the previously awarded 2019 Prudential plc equity.

F2 · balance_after: The total amount beneficially owned also includes adjustments to reflect an inadvertent understatement of shares earned pursuant to Performance Share Unit awards as reported on a Form 4 filed on March 14, 2022, and overstatement of dividend equivalents as reported on a Form 4 filed on March 24, 2022.

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April 02, 2022 Filed Mar 28, 2023 12:51 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionRestricted Share Units · Derivative 41,330.19 $43.21 $1,785,877.51
Disclosure

SEC source: 0001062993-23-007855 · form4.xml · derivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,991.54

Underlying: Common Stock · 41,330.19 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F3 · shares: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

F2 · derivative.exercise_date: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F2 · derivative.expiration_date: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F3 · derivative.underlying_shares: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Read SEC document
April 02, 2022 Filed Mar 28, 2023 12:51 UTC Jackson Financial Inc. JXN · Entity 3581 Disposition to issuerCommon Stock 41,330.19 $43.21 $1,785,877.51
Disclosure

SEC source: 0001062993-23-007855 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 382,780.97

F2 · security: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F2 · kind: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022.

F3 · shares: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 679 $44.62 $30,296.98
Disclosure

SEC source: 0001062993-22-008572 · form4.xml · nonDerivative · entry 5

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 473,419.35

F5 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 679 Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient on March 10, 2022 as part of the 2022 Annual Restricted Share Unit Award of 55,086 RSUs. The RSUs vest over three years in equal installments, where the first third vests 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.

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March 23, 2022 Filed Mar 25, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,175.21 $44.62 $97,057.87
Disclosure

SEC source: 0001062993-22-008572 · form4.xml · nonDerivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 472,740.35

F4 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 2,175.21 Performance Share Units ("PSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient in 2019 from our former parent, Prudential plc, of 102,635 PSUs, which were converted into PSUs of Jackson Financial Inc. on September 13, 2021. Column 4 reflects the number of shares of common stock "earned" based on achievement of performance metrics for the period January 1, 2019 through December 31, 2021. The shares will not vest, or be delivered to Mr. Myers, until April 2, 2022, so long as Mr. Myers remains employed through such date.

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March 23, 2022 Filed Mar 25, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 70.26 $44.62 $3,135.00
Disclosure

SEC source: 0001062993-22-008572 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 470,565.14

F3 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 70.26 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 74.32 RSUs, which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of Celebration Award of 5,626 RSUs. These RSUs fully vest on the one-year anniversary of the grant date, October 4, 2022, subject to continued employment through such date.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 674.58 $44.62 $30,099.76
Disclosure

SEC source: 0001062993-22-008572 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 470,494.88

F2 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 674.58 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 713.51 RSUs, which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of Annual Award of 54,013 RSUs. These RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to continued employment through such dates.

Read SEC document
March 23, 2022 Filed Mar 25, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 2,310.57 $44.62 $103,097.63
Disclosure

SEC source: 0001062993-22-008572 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 469,820.3

F1 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 2,310.57 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 2,443.94 RSUs, which are subject to the same terms and conditions as the underlying equity originally granted to recipient on October 4, 2021 as part of converted unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of 185,006 JFI RSUs acquired reflect: (a) JFI common stock received as a demerger dividend plus (b) JFI common stock. The RSUs fully vest on April 9, 2023, subject to continued employment through such date.

Read SEC document
March 10, 2022 Filed Mar 15, 2022 00:15 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 55,086 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-007696 · form4.xml · nonDerivative · entry 5

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467,509.73

F5 · security: The 2022 Annual Restricted Share Unit Award was granted on March 10, 2022. The Restricted Share Units ("RSUs") vest over three years in equal installments, where the first third vests 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.

Read SEC document
February 02, 2022 Filed Mar 15, 2022 00:15 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 123,986.96 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-007696 · form4.xml · nonDerivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 412,423.73

F4 · security: In 2019, Mr. Myers received from our former parent, Prudential, plc, 102,635 Performance Share Units ("PSUs"), which were converted into PSUs of Jackson Financial Inc. on September 13, 2021. Column 4 reflects the number of shares of common stock "earned" based on achievement of performance metrics for the period January 1, 2019 through December 31, 2021. The shares will not vest, or be delivered to Mr. Myers, until April 2, 2022, so long as Mr. Myers remains employed through such date.

Read SEC document
February 02, 2022 Filed Mar 28, 2023 12:51 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 41,330.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007855 · form4.xml · derivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,321.73

Underlying: Common Stock · 41,330.19 shares

Expires not disclosed

F1 · derivative.exercise_price: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3 · shares: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

F1 · derivative.exercise_date: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F1 · derivative.expiration_date: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3 · derivative.underlying_shares: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Read SEC document
February 02, 2022 Filed Mar 28, 2023 12:51 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionCommon Stock 41,330.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007855 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 424,111.16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F1 · kind: Reflects the acquisition of cash-settled units earned based on achievement of performance metrics of the 174,168 Jackson Financial Inc. Performance Share Units ("PSUs"), which were converted from the 2019 PLTIP PSUs on October 4, 2021. All of the earned units vested on April 2, 2022. The previously filed Form 4 failed to report the acquisition of the cash-settled earned units, and reported the acquisition of only the 75% of share-settled earned units.

F3 · shares: The reported number, 41,330.19, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 509.45 dividend equivalents distributed on the earned 123,988.57 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 41,330.19 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 509.45 dividend equivalents settled in cash, not shares.

Read SEC document
December 09, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 74.32 $37.85 $2,813.01
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · derivative · entry 10

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74.32

Underlying: Common Stock · 74.32 shares

Expires not disclosed

F8 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan.

F13 · derivative.exercise_price: The Restricted Share Units granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date.

F13 · derivative.exercise_date: The Restricted Share Units granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date.

F13 · derivative.expiration_date: The Restricted Share Units granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date, October 4, 2022, subject to the Officer's continued employment through such date.

Read SEC document
December 09, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 713.51 $37.85 $27,006.35
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · derivative · entry 8

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 713.51

Underlying: Common Stock · 713.51 shares

Expires not disclosed

F8 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan.

F11 · derivative.exercise_price: The Restricted Share Units vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

F11 · derivative.exercise_date: The Restricted Share Units vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

F11 · derivative.expiration_date: The Restricted Share Units vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date, October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date, October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

Read SEC document
December 09, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 2,443.94 $37.85 $92,503.13
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · derivative · entry 6

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,443.94

Underlying: Common Stock · 2,443.94 shares

Expires not disclosed

F8 · security: Acquired Restricted Share Units due to dividend reinvestment pursuant to terms of the Jackson Financial Inc. 2021 Omnibus Incentive Plan.

F9 · derivative.exercise_price: The Restricted Share Units fully vest on April 9, 2023.

F9 · derivative.exercise_date: The Restricted Share Units fully vest on April 9, 2023.

F9 · derivative.expiration_date: The Restricted Share Units fully vest on April 9, 2023.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 1,000 $33.49 $33,490.00
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · nonDerivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,560

F6 · ownership.direct: Shares held in Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 37,500 $32.94 $1,235,250.00
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,560

F5 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.48 to $33.45, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 5.

F6 · ownership.direct: Shares held in Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 400 $32.69 $13,076.00
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 2,060

F3 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.67 to $32.72, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 3.

F4 · ownership.nature: Shares held in a Traditional Individual Retirement Account in spouse's name only.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 25 $32.75 $818.75
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Indirect · Son's UTMA account

Disclosed balance after: 1,660

F1 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.80 to $33.11, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 1.

F2 · ownership.nature: This is a uniform transfer to minor's account; thus, shares are held in a Custodian Account for son, where Mr. Myers is the custodian.

Read SEC document
November 12, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 1,000 $33.49 $33,490.00
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · nonDerivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,560

F6 · ownership.direct: Shares held in Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
November 12, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 37,500 $32.94 $1,235,250.00
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · nonDerivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,560

F5 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.48 to $33.45, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 5.

F6 · ownership.direct: Shares held in Joint Brokerage Account in both Mr. Myers's and spouse's name as joint owners.

Read SEC document
November 12, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 400 $32.69 $13,076.00
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · nonDerivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 2,060

F3 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.67 to $32.72, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 3.

F4 · ownership.nature: Shares held in a Traditional Individual Retirement Account in spouse's name only.

Read SEC document
November 12, 2021 Filed Dec 13, 2021 22:24 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 25 $32.75 $818.75
Disclosure

SEC source: 0001062993-21-012801 · form4.xml · nonDerivative · entry 1

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Indirect · Son's UTMA account

Disclosed balance after: 1,660

F1 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions ranging from $32.80 to $33.11, inclusive. Mr. Myers undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the ranges set forth in this Footnote 1.

F2 · ownership.nature: This is a uniform transfer to minor's account; thus, shares are held in a Custodian Account for son, where Mr. Myers is the custodian.

Read SEC document
October 04, 2021 Filed Oct 7, 2021 01:27 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 5,626 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-009307 · form4.xml · derivative · entry 4

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,626

Underlying: Common Stock · 5,626 shares

Expires not disclosed

F4 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.

F4 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.

F4 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.

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October 04, 2021 Filed Oct 7, 2021 01:27 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 54,013 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-009307 · form4.xml · derivative · entry 3

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,013

Underlying: Common Stock · 54,013 shares

Expires not disclosed

F3 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

F3 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

F3 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

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October 04, 2021 Filed Oct 7, 2021 01:27 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 185,006 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-009307 · form4.xml · derivative · entry 2

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,006

Underlying: Common Stock · 185,006 shares

Expires not disclosed

F2 · derivative.exercise_price: On September 17, 2021, participant acquired JFI Restricted Share Units (RSUs) upon the conversion of the unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of JFI RSUs acquired reflect: (a) JFI shares of common stock received as a demerger dividend (one share of JXN for every 20 shares of Prudential plc ADR), plus (b) JFI shares of common stock - determined by calculating the value of the original Prudential plc unvested restricted stock award (using (i) the 10-day average closing value of Prudential plc ADR immediately after September 20, 2021, divided by (ii) the 10-day average closing price of JFI common stock immediately after September 20, 2021). The RSUs fully vest on April 9, 2023.

F2 · derivative.exercise_date: On September 17, 2021, participant acquired JFI Restricted Share Units (RSUs) upon the conversion of the unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of JFI RSUs acquired reflect: (a) JFI shares of common stock received as a demerger dividend (one share of JXN for every 20 shares of Prudential plc ADR), plus (b) JFI shares of common stock - determined by calculating the value of the original Prudential plc unvested restricted stock award (using (i) the 10-day average closing value of Prudential plc ADR immediately after September 20, 2021, divided by (ii) the 10-day average closing price of JFI common stock immediately after September 20, 2021). The RSUs fully vest on April 9, 2023.

F2 · derivative.expiration_date: On September 17, 2021, participant acquired JFI Restricted Share Units (RSUs) upon the conversion of the unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of JFI RSUs acquired reflect: (a) JFI shares of common stock received as a demerger dividend (one share of JXN for every 20 shares of Prudential plc ADR), plus (b) JFI shares of common stock - determined by calculating the value of the original Prudential plc unvested restricted stock award (using (i) the 10-day average closing value of Prudential plc ADR immediately after September 20, 2021, divided by (ii) the 10-day average closing price of JFI common stock immediately after September 20, 2021). The RSUs fully vest on April 9, 2023.

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October 04, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 5,626 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · derivative · entry 7

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,626

Underlying: Common Stock · 5,626 shares

Expires not disclosed

F9 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.

F9 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.

F9 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) pursuant to the JFI 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The Celebration Award was approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs granted under the Celebration Award fully vest on the one-year anniversary of the Grant Date on October 4, 2022, subject to the Officer's continued employment through such date. Each RSU may be paid out in either shares (1 RSU equals 1 share of common stock) or cash equal to the Fair Market Value of one share of JFI common stock.

Read SEC document
October 04, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 54,013 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · derivative · entry 6

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,013

Underlying: Common Stock · 54,013 shares

Expires not disclosed

F8 · derivative.exercise_price: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

F8 · derivative.exercise_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

F8 · derivative.expiration_date: Acquired Jackson Financial Inc. (JFI) Restricted Share Units (RSU) and Performance Share Units (PSU) pursuant to the Jackson Financial Inc. 2021 Omnibus Incentive Plan, which was approved by shareholders on April 21, 2021. The JFI 2021 Annual Incentive Awards were approved by JFI's Board of Directors' Compensation Committee on September 20, 2021. The RSUs vest over three years in three installments with the first third vesting on the one-year anniversary of the Grant Date on October 4, 2022, the next third vesting on the two-year anniversary of the Grant Date on October 4, 2023, and the remaining third vesting on April 4, 2024, subject to the Officer's continued employment through such dates.

Read SEC document
October 04, 2021 Filed Nov 16, 2021 23:35 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 185,006 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-010976 · form4.xml · derivative · entry 5

Myers Paul Chadwick · CIK 0001857242 · Vice Chair, JHLLC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,006

Underlying: Common Stock · 185,006 shares

Expires not disclosed

F7 · derivative.exercise_price: Participant acquired JFI Restricted Share Units (RSUs) upon the conversion of the unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of JFI RSUs acquired reflect: (a) JFI shares of common stock received as a demerger dividend (one share of JXN for every 20 shares of Prudential plc ADR), plus (b) JFI shares of common stock - determined by calculating the value of the original Prudential plc unvested restricted stock award (using (i) the 10-day average closing value of Prudential plc ADR immediately after September 20, 2021, divided by (ii) the 10-day average closing price of JFI common stock immediately after September 20, 2021). The RSUs fully vest on April 9, 2023.

F7 · derivative.exercise_date: Participant acquired JFI Restricted Share Units (RSUs) upon the conversion of the unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of JFI RSUs acquired reflect: (a) JFI shares of common stock received as a demerger dividend (one share of JXN for every 20 shares of Prudential plc ADR), plus (b) JFI shares of common stock - determined by calculating the value of the original Prudential plc unvested restricted stock award (using (i) the 10-day average closing value of Prudential plc ADR immediately after September 20, 2021, divided by (ii) the 10-day average closing price of JFI common stock immediately after September 20, 2021). The RSUs fully vest on April 9, 2023.

F7 · derivative.expiration_date: Participant acquired JFI Restricted Share Units (RSUs) upon the conversion of the unvested Prudential plc Restricted Stock received previously under the 2015 Prudential Restricted Stock Plan, where the total amount of JFI RSUs acquired reflect: (a) JFI shares of common stock received as a demerger dividend (one share of JXN for every 20 shares of Prudential plc ADR), plus (b) JFI shares of common stock - determined by calculating the value of the original Prudential plc unvested restricted stock award (using (i) the 10-day average closing value of Prudential plc ADR immediately after September 20, 2021, divided by (ii) the 10-day average closing price of JFI common stock immediately after September 20, 2021). The RSUs fully vest on April 9, 2023.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.