Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | Director · CEO and President | 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 | 521,840.96 |
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 125.27 · Balance 521,840.96 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. |
| Common StockSEC Table I · non-derivative | Direct | 522,003.52 |
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 162.56 · Balance 522,003.52 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. |
| Common StockSEC Table I · non-derivative | Direct | 522,211.33 |
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 207.81 · Balance 522,211.33 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. |
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.
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.
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.
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 19:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 189.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007029 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,582.03 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. 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 20:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 51,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006284 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,392.42 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 20:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 8,609.74 | $59.00 | $507,974.66 |
DisclosureSEC source: 0001062993-24-006284 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,863.42 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 20:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 9,566.23 | $59.00 | $564,407.57 |
DisclosureSEC source: 0001062993-24-006284 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,473.16 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 |
| February 01, 2024 Filed Feb 5, 2024 22:10 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 71,490.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001994 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,039.39 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. Upon vesting, these will settle in shares. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 744.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022753 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,690.14 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 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. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations. F4 · 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, the number of RSUs that vested on an accelerated basis on November 29, 2023, and the number of shares withheld on that date. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 551.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022753 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,903.83 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 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. 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 21:36 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 215.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022753 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,352.37 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 part of 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. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 22:47 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,972.8 | $47.02 | $92,761.06 |
DisclosureSEC source: 0001062993-23-021736 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,137.32 F1 · shares: The reported transaction reflects the withholding of 1,972.80 shares of common stock issued upon the accelerated vesting, on a one-for-one basis, of an equal number of Restricted Share Units ("RSUs") granted as part of the March 10, 2023 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 17,192.91 | $36.35 | $624,962.28 |
DisclosureSEC source: 0001062993-23-019133 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,110.12 F2 · shares: Shares withheld to cover tax obligations upon vesting of the final tranche of the October 4, 2021 Executive Founders' Award 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 |
| October 04, 2023 Filed Oct 6, 2023 20:02 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 7,335.75 | $36.35 | $266,654.51 |
DisclosureSEC source: 0001062993-23-019133 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,303.03 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 22:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 969.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018198 · form4.xml · nonDerivative · entry 4 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,638.78 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 59,770 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 22:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 695.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018198 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,669.57 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 62,372 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. 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 22:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 636.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018198 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,973.58 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 as part of the October 2021 Executive Founders' Award of 75,018 RSUs. These RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the remaining half vests on the two-year anniversary of the grant date, October 4, 2023. 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 22:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 542.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018198 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,337.47 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 part of the October 2021 Annual Grant of 48,012 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. 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 21:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 1,237.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013865 · form4.xml · nonDerivative · entry 4 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,794.65 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 59,770 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 21:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 888.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013865 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,556.71 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 62,372 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. 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 21:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 812.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013865 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,667.75 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 as part of the October 2021 Executive Founders' Award of 75,018 RSUs. These RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the remaining half vests on the two-year anniversary of the grant date, October 4, 2023. 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 21:18 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 693.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013865 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,855.27 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 part of the October 2021 Annual Grant of 48,012 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. 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 |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionrestricted share units · Derivative | 14,733.85 | $35.79 | $527,324.49 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · derivative · entry 8 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,733.85 shares Expires 2023-04-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Reflects the conversion of 14,733.85 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned. F5 · price: Reflects the conversion of 14,733.85 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionrestricted share units · Derivative | 19,115.35 | $35.79 | $684,138.38 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · derivative · entry 7 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,733.85 Underlying: Common Stock · 19,115.35 shares Expires 2023-04-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects the conversion of 19,115.35 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned. F2 · price: Reflects the conversion of 19,115.35 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 14,733.85 | $35.79 | $527,324.49 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · nonDerivative · entry 6 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,161.95 F6 · kind: Reflects the disposition for cash of 14,733.85 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 14,733.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · nonDerivative · entry 5 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,895.8 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: Reflects the conversion of 14,733.85 earned shares upon the vesting of the cash-settled portion of the Pru RSPs previously reported in Table II when the shares were earned. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 19,494.77 | $35.79 | $697,717.82 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · nonDerivative · entry 4 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,161.95 F4 · shares: Shares withheld to cover tax obligations due upon the vesting of earned restricted share units settled in shares, based on achievement of performance metrics of the Converted Prudential RSPs (Pru RSPs). Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 19,115.35 | $35.79 | $684,138.38 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,656.72 F3 · kind: Reflects the disposition for cash of 19,115.35 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionCommon Stock | 19,115.35 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,772.07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects the conversion of 19,115.35 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 25,290.13 | $35.79 | $905,133.75 |
DisclosureSEC source: 0001062993-23-009036 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,656.72 F1 · shares: Shares withheld to cover tax obligations due upon the vesting of the earned restricted share units settled in shares, based on achievement of performance metrics of the Converted 2020 PLTIP (2020 PLTIPs). Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 258.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · derivative · entry 8 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,849.2 Underlying: Common Stock · 258.78 shares Expires not disclosed F8 · 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 granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 53,570 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. F8 · derivative.exercise_price: 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 granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 53,570 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. F8 · derivative.exercise_date: 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 granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 53,570 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. F8 · derivative.expiration_date: 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 granted to recipient on October 4, 2021, of Prudential plc Restricted Stock converted into 53,570 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 3). Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 335.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · derivative · entry 7 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,590.42 Underlying: Common Stock · 335.74 shares Expires not disclosed F7 · security: Acquired on March 23, 2023, 25% of the 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 described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. F7 · derivative.exercise_price: Acquired on March 23, 2023, 25% of the 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 described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. F7 · derivative.exercise_date: Acquired on March 23, 2023, 25% of the 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 described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. F7 · derivative.expiration_date: Acquired on March 23, 2023, 25% of the 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 described in Footnote 2, above. Upon vesting, this portion of the dividend equivalents will settle in cash, based on the underlying 25% portion of equity that also is settled in cash. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 1,068.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · nonDerivative · entry 6 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,946.85 F6 · 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 59,770 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 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 767.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · nonDerivative · entry 5 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,878.3 F5 · 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 62,372 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. 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 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 701.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · nonDerivative · entry 4 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,110.97 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 October 4, 2021, as part of the Executive Founders' Award of 75,018 RSUs. These RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the remaining half vests on the two-year anniversary of the grant date, October 4, 2023. 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 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 776.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,409.66 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 granted to recipient on October 4, 2021, as Prudential plc Restricted Stock converted into 53,570 JFI RSUs. Upon vesting, 75% of the total number of RSUs will settle in shares, and 25% of the RSUs will be paid out in cash (see Footnote 8). Upon vesting, this portion of the dividend equivalents will be distributed in shares, based on the underlying 75% portion of equity that also is settled in shares, and any fractional shares will be applied to share withholding to cover tax obligations. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 1,007.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,633.28 F2 · security: Acquired on March 23, 2023, 75% of the 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 recipient on February 13, 2023, as shares "earned" based on achievement of performance metrics of the converted 2020 PLTIP Performance Share Units that remain "restricted," subject to vesting based on the passage of time and the Section 16 Officer's continued employment by the Company. These RSUs fully vest on April 9, 2023. Upon vesting, 75% of the total number of RSUs will settle in shares, and the remaining 25% of the RSUs will be paid out in cash (see Footnote 7). Upon vesting, this portion of the dividend equivalents will be distributed in shares, based on the underlying 75% portion of equity that also is settled in shares, and any fractional shares will be applied to share withholding to cover tax obligations. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 23:57 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 598.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007820 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,626.07 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 48,012 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. 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 21:51 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 59,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006853 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,027.61 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 21:51 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 8,959.29 | $40.02 | $358,550.79 |
DisclosureSEC source: 0001062993-23-006853 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,257.61 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 |
| February 13, 2023 Filed Feb 15, 2023 20:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | Grantrestricted share units · Derivative | 18,779.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003631 · form4.xml · derivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,254.68 Underlying: Common Stock · 18,779.61 shares Expires not disclosed F2 · derivative.exercise_price: Reflects 25% of the units "earned" based on achievement of performance metrics of the converted 2020 PLTIP Performance Share Units 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 cash. F2 · derivative.exercise_date: Reflects 25% of the units "earned" based on achievement of performance metrics of the converted 2020 PLTIP Performance Share Units 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 cash. F2 · derivative.expiration_date: Reflects 25% of the units "earned" based on achievement of performance metrics of the converted 2020 PLTIP Performance Share Units 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 cash. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 20:06 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 56,338.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003631 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,216.9 F1 · security: Reflects 75% of the shares "earned" based on achievement of performance metrics of the converted 2020 PLTIP Performance Share Units 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 19, 2022 Filed Dec 21, 2022 22:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,157.36 | $34.08 | $73,522.83 |
DisclosureSEC source: 0001062993-22-024328 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,877.98 F3 · shares: The reported transaction involved the withholding of 2,157.36 shares of common stock issuable upon the accelerated vesting of an equal number of Restricted Share Units ("RSUs") granted on March 10, 2022, as part of a 2022 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. The total reported in Column 5 includes 64,380.00 RSUs previously reported. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 22:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,314.52 | $34.08 | $44,798.84 |
DisclosureSEC source: 0001062993-22-024328 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,035.34 F2 · shares: The reported transaction involved the withholding of 1,314.52 shares of common stock issuable upon the accelerated vesting of an equal number of Restricted Share Units ("RSUs") granted on October 4, 2021, as an Executive Founders' Award, to pay FICA taxes associated with the reporting person becoming retirement eligible. The total reported in Column 5 includes 79,130.16 RSUs previously reported. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 22:48 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,121.74 | $34.08 | $38,228.90 |
DisclosureSEC source: 0001062993-22-024328 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,349.86 F1 · shares: The reported transaction involved the withholding of 1,121.74 shares of common stock issuable upon the accelerated vesting of an equal number of Restricted Share Units ("RSUs") granted on October 4, 2021, as part of a 2021 annual grant, to pay FICA taxes associated with the reporting person becoming retirement eligible. The total reported in Column 5 includes 50,499.99 RSUs previously reported. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 228.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024140 · form4.xml · derivative · entry 5 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,475.07 Underlying: Common Stock · 228.64 shares Expires not disclosed F5 · derivative.exercise_price: Reflects 25% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 2, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash. F5 · derivative.exercise_date: Reflects 25% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 2, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash. F5 · derivative.expiration_date: Reflects 25% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity, as described in Footnote 2, above. As previously reported, 25% of the total RSUs granted or acquired upon vesting will be settled in cash. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 1,050.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024140 · form4.xml · nonDerivative · entry 4 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,471.6 F4 · 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 62,372 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 640.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024140 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,420.61 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 October 4, 2021, as part of the Executive Founders' Award of 75,018 RSUs. These RSUs vest over two years in two equal installments with the first half vesting on the one-year anniversary of the grant date, October 4, 2022, and the remaining half vesting on the two-year anniversary of the grant date, October 4, 2023. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 685.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024140 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,780.22 F2 · security: Reflects 75% of the acquisition on December 15, 2022, of dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity originally reported on October 4, 2021, as converted unvested Prudential plc Restricted Stock where the total amount of 53,570 JFI RSUs acquired reflect the underlying: (a) JFI common stock received as a demerger dividend plus (b) converted JFI common stock. These RSUs vest on April 9, 2023, subject to continued employment through such date. Upon vesting, 75% of the total number of RSUs will settle in shares, and the remaining 25% of the RSUs will be paid out in cash (see Footnote 5). Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 546.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024140 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,094.26 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 48,012 RSUs. These RSUs vest over 30 months in three installments with the first third vesting on the one-year anniversary of the grant date, October 4, 2022, the next third vesting on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vesting on April 4, 2024. Upon vesting, full shares will be distributed, and the vested fractional shares will be used for share withholding to cover the related tax obligations for the Section 16 Officer. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 17,597.15 | $31.78 | $559,237.43 |
DisclosureSEC source: 0001062993-22-020625 · form4.xml · nonDerivative · entry 3 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,547.79 F3 · shares: Shares withheld for the tax obligation upon the vesting of 39,902.15 Restricted Share Units ("RSUs"), which includes 37,509 or one-half, of the RSUs granted on October 4, 2021, as an Executive Founders' Award, and the related 50% of dividend equivalents. Upon vesting, net shares were distributed but the fractional shares were applied to the share withholding to cover related tax obligations for the reporting person. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 2,639.95 | $31.78 | $83,897.61 |
DisclosureSEC source: 0001062993-22-020625 · form4.xml · nonDerivative · entry 2 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,144.94 F2 · shares: Shares withheld for the tax obligation upon the full vesting of 5,984.95 Restricted Share Units ("RSUs"), which includes 5,626 RSUs granted on October 4, 2021, as a Celebration Award, and the related dividend equivalents. Upon vesting, net shares were distributed but the fractional shares were applied to shares withheld to cover related tax obligations for the reporting person. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:53 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 7,508.09 | $31.78 | $238,607.10 |
DisclosureSEC source: 0001062993-22-020625 · form4.xml · nonDerivative · entry 1 Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,784.89 F1 · shares: Shares withheld for the tax obligation upon the vesting of 17,025.09 Restricted Share Units ("RSUs"), which includes 16,004 or one-third, of the RSUs granted on October 4, 2021, as part of an Annual Award, and the related one-third of dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.