person · Reporting owner

Myers Paul Chadwick

Disclosed activity across 1 company

Tapewire entity: 115051
SEC CIK: 0001857242

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

Disclosed balances

About these balances

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.

No balances currently tracked through insider filings.

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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	424,111.16	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-derivative	Direct	382,780.97	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 security	Direct	91,321.73	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 security	Direct	49,991.54	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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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
October 04, 2021 Filed Dec 13, 2021 22:24 UTC	Jackson Financial Inc. JXN · Entity 3581	GrantRestricted Share Units · Derivative	5,626	$0.00	$0.00	Disclosure SEC source: 0001062993-21-012801 · form4.xml · derivative · entry 9 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 F12 · 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, October 4, 2022, subject to the Officer's continued employment through such date. F12 · 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, October 4, 2022, subject to the Officer's continued employment through such date. F12 · 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, October 4, 2022, subject to the Officer's continued employment through such date. Read SEC document
October 04, 2021 Filed Dec 13, 2021 22:24 UTC	Jackson Financial Inc. JXN · Entity 3581	GrantRestricted Share Units · Derivative	54,013	$0.00	$0.00	Disclosure SEC source: 0001062993-21-012801 · form4.xml · derivative · entry 7 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 F10 · 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, 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. F10 · 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, 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. F10 · 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, 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
October 04, 2021 Filed Dec 13, 2021 22:24 UTC	Jackson Financial Inc. JXN · Entity 3581	GrantRestricted Share Units · Derivative	185,006	$0.00	$0.00	Disclosure SEC source: 0001062993-21-012801 · 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. Read SEC document

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