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Chelko Carrie

Disclosed activity across 1 company

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25718
SEC CIK
0001884039

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jackson Financial Inc.JXN · Entity 3581EVP and General CounselSeptember 24, 2026September 28, 2026

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.

Jackson Financial Inc.

Report date September 24, 2026 · Filed September 28, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect80,939.59 Reported balance After 2026-09-24 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-09-24 · Grant · Acquired 25.18 · Balance 80,939.59

F1: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.

Common StockSEC Table I · non-derivativeDirect80,973.81 Reported balance After 2026-09-24 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-09-24 · Grant · Acquired 34.22 · Balance 80,973.81

F2: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025, subject to continued employment through each vesting date.

Common StockSEC Table I · non-derivativeDirect81,014.11 Reported balance After 2026-09-24 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2026-09-24 · Grant · Acquired 40.3 · Balance 81,014.11

F3: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026, subject to continued employment through each vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.

F2: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025, subject to continued employment through each vesting date.

F3: Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026, subject to continued employment through each vesting date.

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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 21, 2024 Filed Mar 25, 2024 19:56 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 189.64 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007026 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,748.05

F2 · kind: Acquired dividend equivalents in the form of "restricted share units" that are subject to the same terms and conditions as the underlying performance share units that were converted into "restricted share units" upon certification on February 1, 2024, which cliff vest on April 4, 2024. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 19:56 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 48.99 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007026 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,558.41

F1 · kind: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs") that are subject to the same terms and conditions as the underlying equity granted to the reporting person on October 4, 2021. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 10,019 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006277 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,509.42

F3 · shares: March 10, 2024 annual award of Restricted Share Units ("RSUs") that vest in three installments, where the first third vests on the one-year anniversary of the grant date, March 10, 2025, the next third vests on the two-year anniversary of the grant date, March 10, 2026, and the remainder vests on the three-year anniversary of the grant date, March 10, 2027.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,563.61 $59.00 $92,252.99
Disclosure

SEC source: 0001062993-24-006277 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,490.42

F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the first tranche of the 2023 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,652.37 $59.00 $97,489.83
Disclosure

SEC source: 0001062993-24-006277 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,054.03

F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the second tranche of the 2022 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

Read SEC document
March 04, 2024 Filed Mar 5, 2024 21:25 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 629.75 $54.87 $34,554.38
Disclosure

SEC source: 0001062993-24-005501 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,706.4

F1 · kind: Shares withheld to cover tax obligation upon vesting of the final tranche of the reporting person's 2021 Sign-on Award of Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and the related fractional shares were applied to shares withheld to cover the tax obligation for the reporting person.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:09 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 17,872.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001991 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,336.15

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time and the reporting person's continued employment by the Company. Upon vesting, these will settle in shares.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:38 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 135.96 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022756 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,463.54

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2023 Annual Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

F5 · balance_after: The total reflects adjustments to correct inadvertent errors in the number of shares awarded in the March 10, 2023, equity grant, and subsequent accruals of dividend equivalent units in March, June, and September.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:38 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 95.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022756 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,319.14

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the March 2022 Annual Grant. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:38 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 26.04 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022756 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,223.37

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient in October 2021 as a Sign-On Award. These RSUs vest over 29 months on the following schedule and original amounts (i.e., prior to dividend equivalents being added): 6,376 vested March 4, 2022, 10,877 vested March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:38 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 55.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022756 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,197.33

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the October 2021 Annual Grant. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:01 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 2,002.59 $36.35 $72,794.15
Disclosure

SEC source: 0001062993-23-019130 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,141.77

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related 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 14, 2023 Filed Sep 18, 2023 22:52 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 171.46 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018195 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,144.36

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2023 Annual Grant of 10,574 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:52 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 120.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018195 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,972.9

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2022 Annual Grant of 10,480 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:52 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 32.86 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018195 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,852.03

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient in October 2021 as a Sign-On Award of 19,128 RSUs. These RSUs vest over 29 months on the following schedule and original amounts (i.e., prior to dividend equivalents being added): 6,376 vested March 4, 2022, 10,877 vested March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:52 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 140.25 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018195 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,819.17

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant of 12,003 RSUs. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vests on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 219.01 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013862 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,678.92

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2023 Annual Grant of 10,574 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 154.38 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013862 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,459.91

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2022 Annual Grant of 10,480 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 41.98 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013862 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,305.53

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient in October 2021 as a Sign-On Award of 19,128 RSUs. These RSUs vest over 29 months on the following schedule and original amounts (i.e., prior to dividend equivalents being added): 6,376 vested March 4, 2022, 10,877 vested March 4, 2023, and1,875 vest March 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 21:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 179.14 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013862 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,263.55

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the October 2021 Annual Grant of 12,003 RSUs. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vests on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
May 12, 2023 Filed May 15, 2023 22:14 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseDepositary Shares · Derivative 4,844.8 $23.54 $114,046.59
Disclosure

SEC source: 0001062993-23-011159 · form4.xml · derivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,844.8

Underlying: Series A Preferred Stock · 4,844.8 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Depositary Share represents a 1/1000th fractional interest in a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock").

F2 · price: The price reported in Column 8 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $23.44 to $23.60, inclusive. The reporting person undertakes to provide Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

F1 · derivative.exercise_date: Each Depositary Share represents a 1/1000th fractional interest in a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock").

F1 · derivative.expiration_date: Each Depositary Share represents a 1/1000th fractional interest in a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock").

F1 · derivative.underlying_shares: Each Depositary Share represents a 1/1000th fractional interest in a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock").

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:56 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 189.04 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007816 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,084.41

F4 · security: Acquired on March 23, 2023, 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, 2023, as part of the 2023 Annual Restricted Share Unit Award of 10,574 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:56 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 133.25 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007816 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,895.37

F3 · security: Acquired on March 23, 2023, 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 10,480 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025, subject to continued employment through such dates. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:56 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 36.23 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007816 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,762.12

F2 · security: Acquired on March 23, 2023, 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 a Sign-On Award of 19,128 RSUs. These RSUs vest over 29 months on the following schedule: 6,376 vested March 4, 2022, 10,877 vested March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 23:56 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 154.63 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007816 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,725.89

F1 · security: Acquired on March 23, 2023, 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 2021 Annual Award of 12,003 RSUs. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vests on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover tax obligations.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 21:14 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 10,574 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-006840 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,571.26

F2 · security: The 2023 Annual Restricted Share Unit Award was granted on March 10, 2023. 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, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 21:14 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,644.27 $40.02 $65,803.69
Disclosure

SEC source: 0001062993-23-006840 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,997.26

F1 · security: Shares withheld to pay the reporting person's tax withholding obligations, upon vesting of one-third of the remaining Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed but the related fractional shares were applied to cover the tax obligations for the reporting person.

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March 04, 2023 Filed Mar 7, 2023 21:06 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 3,523.68 $44.10 $155,394.29
Disclosure

SEC source: 0001062993-23-006161 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,641.53

F1 · security: Shares withheld to pay the reporting person's tax withholding obligations. 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.

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December 15, 2022 Filed Dec 19, 2022 22:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 176.59 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024127 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,165.21

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 10,480 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, and the vested fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

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December 15, 2022 Filed Dec 19, 2022 22:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 217.71 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024127 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,988.62

F2 · 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 a Sign-On Award of 19,128 RSUs. These RSUs vest over 29 months on the following schedule: 6,376 vested March 4, 2022, 10,877 vest March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

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December 15, 2022 Filed Dec 19, 2022 22:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 136.62 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024127 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,770.91

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 12,003 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, and the vested fractional shares will be used for share withholding to cover related tax obligations for the Section 16 Officer.

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October 04, 2022 Filed Oct 6, 2022 20:51 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 2,638.95 $31.78 $83,865.83
Disclosure

SEC source: 0001062993-22-020618 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,634.29

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.

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October 04, 2022 Filed Oct 6, 2022 20:51 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,877.27 $31.78 $59,659.64
Disclosure

SEC source: 0001062993-22-020618 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,273.24

F1 · shares: Shares withheld for the tax obligation upon the vesting of 4,256.27 Restricted Share Units ("RSUs"), which includes 4,001 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.

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September 15, 2022 Filed Sep 19, 2022 23:23 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 183.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019733 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,150.51

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 10,480 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.

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September 15, 2022 Filed Sep 19, 2022 23:23 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 226.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019733 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,966.9

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 a Sign-On Award of 19,128 RSUs. These RSUs vest over 29 months on the following schedule: 6,376 vested March 4, 2022, 10,877 vest March 4, 2023, and 1,875 vest March 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.

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

SEC source: 0001062993-22-019733 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,740.53

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 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 23:23 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 213.07 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019733 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,640.66

F1 · 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 12,003 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
June 16, 2022 Filed Jun 17, 2022 21:13 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 210.5 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015173 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,427.59

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 10,480 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 17, 2022 21:13 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 259.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015173 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,217.09

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 a Sign-On Award of 19,128 RSUs. These RSUs vest over 29 months on the following schedule: 6,376 vest March 4, 2022, 10,877 vest March 4, 2023, and 1,875 vest March 4, 2024, subject to continued employment through such dates.

Read SEC document
June 16, 2022 Filed Jun 17, 2022 21:13 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 114.5 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015173 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,957.57

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 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 17, 2022 21:13 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 244.28 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-015173 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,843.07

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 originally granted to recipient on October 4, 2021 as part of Annual Award of 12,003 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.

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May 13, 2022 Filed May 17, 2022 22:40 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 0.854 $29.91 $25.54
Disclosure

SEC source: 0001062993-22-012823 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,598.79

F1 · balance_after: Total amount includes a deduction of .32 shares to reflect addition miscalculation on Form 4, row 3 filed on March 8, 2022.

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May 13, 2022 Filed May 17, 2022 22:40 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 600 $29.80 $17,880.00
Disclosure

SEC source: 0001062993-22-012823 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,598.26

Read SEC document
May 13, 2022 Filed May 17, 2022 22:40 UTC Jackson Financial Inc. JXN · Entity 3581 PurchaseCommon Stock 2,743 $29.93 $82,097.99
Disclosure

SEC source: 0001062993-22-012823 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,998.26

Read SEC document
March 23, 2022 Filed Mar 25, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 129.18 $44.62 $5,764.01
Disclosure

SEC source: 0001062993-22-008571 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,255.26

F4 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 129.18 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 10,480 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 159.26 $44.62 $7,106.18
Disclosure

SEC source: 0001062993-22-008571 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,126.08

F3 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 159.26 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 252.68 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 a Sign-On Award of 19,128 RSUs. The total number also reflects 1,976.23 RSUs withheld for tax withholding for the 6,460.23 RSUs that vested on March 4, 2022. These RSUs vest over 29 months on the following schedule: 6,376 vest March 4, 2022, 10,877 vest March 4, 2023, and 1,875 vest March 4, 2024, 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 70.26 $44.62 $3,135.00
Disclosure

SEC source: 0001062993-22-008571 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,966.82

F2 · 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 149.91 $44.62 $6,688.98
Disclosure

SEC source: 0001062993-22-008571 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,896.56

F1 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 149.91 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 158.56 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 12,003 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.

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March 10, 2022 Filed Mar 15, 2022 00:11 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 10,480 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-007688 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,746.65

F1 · 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
March 04, 2022 Filed Mar 9, 2022 02:10 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 1,976.23 $38.34 $75,768.66
Disclosure

SEC source: 0001062993-22-007098 · form4.xml · nonDerivative · entry 4

Chelko Carrie · CIK 0001884039 · EVP, GC and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,266.65

F4 · shares: Shares withheld for tax withholding for the 6,460.23 Restricted Share Units ("RSUs") that vested on March 4, 2022 in the Sign-On Award described in footnote 3 above.

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.