Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | EVP and General Counsel | September 24, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,939.59 |
Reported balance
After 2026-09-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 80,973.81 |
Reported balance
After 2026-09-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 81,014.11 |
Reported balance
After 2026-09-24 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| March 21, 2024 Filed Mar 25, 2024 19:56 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 189.64 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 176.59 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 217.71 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:17 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 136.62 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 183.61 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 226.37 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 23:23 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 99.87 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| May 13, 2022 Filed May 17, 2022 22:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | PurchaseCommon Stock | 0.854 | $29.91 | $25.54 |
DisclosureSEC 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. Read SEC document |
| May 13, 2022 Filed May 17, 2022 22:40 UTC | Jackson Financial Inc. JXN · Entity 3581 | PurchaseCommon Stock | 600 | $29.80 | $17,880.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 00:11 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 10,480 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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.