Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jackson Financial Inc.JXN · Entity 3581 | President and CEO, JNLD | June 26, 2025 | June 30, 2025 |
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 June 26, 2025 · Filed June 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,869.33 |
Reported balance
After 2025-06-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-26 · Grant · Acquired 51.04 · Balance 76,869.33 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, 2023. |
| Common StockSEC Table I · non-derivative | Direct | 76,947.96 |
Reported balance
After 2025-06-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-06-26 · Grant · Acquired 78.63 · Balance 76,947.96 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, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 77,030.17 |
Reported balance
After 2025-06-26 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-06-26 · Grant · Acquired 82.21 · Balance 77,030.17 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, 2025. |
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, 2023.
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, 2024.
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, 2025.
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 |
|---|---|---|---|---|---|---|
| October 04, 2023 Filed Oct 6, 2023 20:03 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,432.87 | $36.35 | $52,084.82 |
DisclosureSEC source: 0001062993-23-019135 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,434.86 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 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 253.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018200 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,867.73 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 15,632 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 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 185.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018200 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,614.25 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 16,615 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 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 92.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018200 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,428.38 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 on December 27, 2021, of 8,266 RSUs, which reflected an adjustment to Mr. Romine's October 2021 Annual Grant, in connection with his promotion. These RSUs vest over 30 months in three equal installments. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vests on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 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 |
| September 14, 2023 Filed Sep 18, 2023 22:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 119.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018200 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,335.91 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 10,502 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 |
| August 14, 2023 Filed Aug 15, 2023 20:47 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,000 | $35.07 | $175,350.00 |
DisclosureSEC source: 0001062993-23-016529 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,216.86 F1 · kind: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023. F2 · price: These shares were sold in multiple transactions at $35.07, inclusive. Mr. Romine undertakes to provide to 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 sold at the price set forth in this footnote. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 323.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013866 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,216.86 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 15,632 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 21:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 237.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013866 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,893.1 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 16,615 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 21:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 118.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013866 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,655.69 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 on December 27, 2021, of 8,266 RSUs, which reflected an adjustment to Mr. Romine's October 2021 Annual Grant, in connection with his promotion. These RSUs vest over 30 months in three equal installments. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vests on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 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 21:19 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 152.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013866 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,537.58 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 10,502 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 21:07 UTC | Jackson Financial Inc. JXN · Entity 3581 | SaleCommon Stock | 5,000 | $29.40 | $147,000.00 |
DisclosureSEC source: 0001062993-23-013852 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,385.53 F1 · ownership.direct: The reported sale of 5,000 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023. Read SEC document |
| April 09, 2023 Filed Apr 11, 2023 20:50 UTC | Jackson Financial Inc. JXN · Entity 3581 | Exercise / conversionrestricted share units · Derivative | 12,163.12 | $35.79 | $435,318.06 |
DisclosureSEC source: 0001062993-23-009038 · form4.xml · derivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,163.12 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 12,163.12 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 12,163.12 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 | 12,163.12 | $35.79 | $435,318.06 |
DisclosureSEC source: 0001062993-23-009038 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,385.53 F3 · kind: Reflects the disposition for cash of 12,163.12 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 | 12,163.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-009038 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,548.65 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 12,163.12 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 | 14,359.46 | $35.79 | $513,925.07 |
DisclosureSEC source: 0001062993-23-009038 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,385.53 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 23:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantRestricted Share Units · Derivative | 213.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007821 · form4.xml · derivative · entry 6 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,163.12 Underlying: Common Stock · 213.63 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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. F6 · 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 23:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 279.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007821 · form4.xml · nonDerivative · entry 5 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,744.99 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, 2023, as part of the 2023 Annual Restricted Share Unit Award of 15,632 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 23:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 204.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007821 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,465.53 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, 2022, as part of the 2022 Annual Restricted Share Unit Award of 16,615 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 23:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 101.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007821 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,260.61 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 the recipient on December 27, 2021, of 8,266 RSUs, which reflected an adjustment to Mr. Romine's annual grant received on October 4, 2021, in connection with his promotion. These RSUs vest over 30 months in three equal installments. The first third vested on the one-year anniversary of the grant date, December 27, 2022, the next third vests on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vests on June 27, 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 23, 2023 Filed Mar 27, 2023 23:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 640.91 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007821 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,158.66 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 6). 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 23:58 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 131.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007821 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,517.75 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 10,502 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 21:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 15,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006855 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,386.5 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 21:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,599.72 | $40.02 | $64,020.79 |
DisclosureSEC source: 0001062993-23-006855 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,754.5 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 | 11,949.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003632 · form4.xml · derivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,949.49 Underlying: Common Stock · 11,949.49 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 | 35,849.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003632 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,354.22 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 27, 2022 Filed Dec 29, 2022 15:29 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 1,054.87 | $34.55 | $36,445.76 |
DisclosureSEC source: 0001062993-22-024528 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,504.67 F1 · security: Shares of common stock withheld for the tax obligation upon the vesting of 2,850.87 Restricted Share Units ("RSUs"), which includes 2,672.40, or one-third, of the RSUs remaining and the related dividend equivalents (that is, 1/3 of the original number of RSUs granted on December 27, 2021, to Mr. Romine in connection with his earlier promotion, plus the related dividend equivalents, minus the total vested RSUs applied to the FICA withholding on December 19, 2022). 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 19, 2022 Filed Dec 21, 2022 22:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 531.36 | $34.08 | $18,108.75 |
DisclosureSEC source: 0001062993-22-024329 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,559.54 F3 · shares: The reported transaction involved the withholding of 531.36 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 17,193.24 RSUs previously reported. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 22:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 264.35 | $34.08 | $9,009.05 |
DisclosureSEC source: 0001062993-22-024329 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,090.9 F2 · shares: The reported transaction involved the withholding of 264.35 shares of common stock issuable upon the accelerated vesting of an equal number of Restricted Share Units ("RSUs") granted on December 27, 2021, to Mr. Romine in connection with his promotion, to pay FICA taxes associated with the reporting person becoming retirement eligible. The total reported in Column 5 includes 8,553.68 RSUs previously reported. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 22:49 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 226.89 | $34.08 | $7,732.41 |
DisclosureSEC source: 0001062993-22-024329 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,355.25 F1 · shares: The reported transaction involved the withholding of 226.89 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 11,064.71 RSUs previously reported. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:55 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 279.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024155 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,582.14 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 16,615 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 22:55 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 139.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024155 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,302.17 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 granted to the recipient on December 27, 2021, of 8,266 RSUs, which reflected an adjustment to Mr. Romine's annual grant received on October 4, 2021, in connection with his promotion. These RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, December 27, 2022, the next third vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vesting on June 27, 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 |
| December 15, 2022 Filed Dec 19, 2022 22:55 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 119.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024155 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,162.88 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 10,502 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 | 785.63 | $31.78 | $24,967.32 |
DisclosureSEC source: 0001062993-22-020626 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,043.33 F2 · shares: Shares withheld for the tax obligation upon the full vesting of 1,994.63 Restricted Share Units ("RSUs"), which includes 1,875 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 | 1,465.31 | $31.78 | $46,567.55 |
DisclosureSEC source: 0001062993-22-020626 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,828.96 F1 · shares: Shares withheld for the tax obligation upon the vesting of 3,723.31 Restricted Share Units ("RSUs"), which includes 3,500 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 23:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 291.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019740 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,294.27 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 16,615 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 23:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 144.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019740 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,003.17 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 granted to the recipient on December 27, 2021, of 8,266 RSUs, which reflected an adjustment to Mr. Romine's annual grant received on October 4, 2021, in connection with his promotion. These RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, December 27, 2022, the next third vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vesting on June 27, 2024. 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 23:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 33.28 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019740 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,858.35 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 1,875 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 23:25 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 186.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019740 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,825.07 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 10,502 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 21:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 333.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015177 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,638.64 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 16,615 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 21:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 166.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015177 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,304.91 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 granted to recipient on December 27, 2021 of 8,266 RSUs, which reflected an adjustment to Mr. Romine's annual grant received on October 4, 2021 in connection with his promotion. The RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, December 27, 2022, the next third vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vesting on June 27, 2024. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 21:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 38.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015177 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,138.88 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 1,875 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 21:15 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 213.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015177 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,100.72 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 10,502 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 |
| April 02, 2022 Filed Apr 5, 2022 22:08 UTC | Jackson Financial Inc. JXN · Entity 3581 | Tax withholdingCommon Stock | 9,602.42 | $43.21 | $414,920.57 |
DisclosureSEC source: 0001062993-22-009795 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,886.99 F1 · shares: Reflects the number of shares withheld for tax withholding upon the vesting of common stock previously "earned" based on achievement of performance metrics of the Performance Share Units ("PSUs") received upon the demerger conversion of the previously awarded 2019 Prudential plc equity. F2 · balance_after: The total amount beneficially owned also includes adjustments to reflect an inadvertent understatement of shares earned pursuant to Performance Share Unit awards as reported on a Form 4 filed on March 14, 2022, and overstatement of dividend equivalents as reported on a Form 4 filed on March 24, 2022. Read SEC document |
| April 02, 2022 Filed Mar 28, 2023 12:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerRestricted Share Units · Derivative | 8,035.82 | $43.21 | $347,227.78 |
DisclosureSEC source: 0001062993-23-007858 · form4.xml · derivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,163.12 Underlying: Common Stock · 8,035.82 shares Expires not disclosed F2 · derivative.exercise_price: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022. F2 · kind: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022. F3 · shares: The reported number, 8,035.82, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 99.05 dividend equivalents distributed on the earned 24,105.47 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 8,035.82 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 99.05 dividend equivalents settled in cash, not shares. F2 · derivative.exercise_date: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022. F2 · derivative.expiration_date: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022. F3 · derivative.underlying_shares: The reported number, 8,035.82, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 99.05 dividend equivalents distributed on the earned 24,105.47 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 8,035.82 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 99.05 dividend equivalents settled in cash, not shares. Read SEC document |
| April 02, 2022 Filed Mar 28, 2023 12:54 UTC | Jackson Financial Inc. JXN · Entity 3581 | Disposition to issuerCommon Stock | 8,035.82 | $43.21 | $347,227.78 |
DisclosureSEC source: 0001062993-23-007858 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,744.99 F2 · security: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022. F2 · kind: Reflects the cash settlement of 25% of the converted units that were earned on February 2, 2022, and vested on April 2, 2022. F3 · shares: The reported number, 8,035.82, does not reflect the total of (a) the number of earned "restricted share units" settled in cash, and (b) dividend equivalents from December 2021 and March 2022, all of which vested on April 2, 2022. On March 24, 2022, we erroneously over-reported 99.05 dividend equivalents distributed on the earned 24,105.47 "restricted share units" (75% settled in shares) in Table I that should have been reported on the same date but in Table II on the earned 8,035.82 "restricted share units" (25% settled in cash). Despite the incorrect reporting in Table I, upon vesting, the 99.05 dividend equivalents settled in cash, not shares. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 00:09 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 204.8 | $44.62 | $9,138.18 |
DisclosureSEC source: 0001062993-22-008565 · form4.xml · nonDerivative · entry 5 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,514.95 F5 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 204.80 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 16,615 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 00:09 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 422.88 | $44.62 | $18,868.91 |
DisclosureSEC source: 0001062993-22-008565 · form4.xml · nonDerivative · entry 4 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,310.15 F4 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 422.88 Performance Share Units ("PSUs"), which are subject to the same terms and conditions as the underlying equity originally granted to recipient in 2019 from our former parent, Prudential plc, of 19,955 PSUs, which were converted into PSUs of Jackson Financial Inc. on September 13, 2021. Column 4 reflects the number of shares of common stock "earned" based on achievement of performance metrics for the period January 1, 2019 through December 31, 2021. The shares will not vest, or be delivered to Mr. Romine, until April 2, 2022, so long as Mr. Romine remains employed through such date. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 00:09 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 101.89 | $44.62 | $4,546.33 |
DisclosureSEC source: 0001062993-22-008565 · form4.xml · nonDerivative · entry 3 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,887.27 F3 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 101.89 Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to recipient on December 27, 2021 of 8,266 RSUs, which reflects an adjustment to Mr. Romine's annual grant received in October 4, 2021 in connection with his promotion. The RSUs vest over 30 months in three equal installments with the first third vesting on the one-year anniversary of the grant date, December 27, 2022, the next third vesting on the two-year anniversary of the grant date, December 27, 2023, and the remaining third vesting on June 27, 2024. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 00:09 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 23.42 | $44.62 | $1,045.00 |
DisclosureSEC source: 0001062993-22-008565 · form4.xml · nonDerivative · entry 2 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,785.38 F2 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 23.42 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 24.77 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 1,875 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 00:09 UTC | Jackson Financial Inc. JXN · Entity 3581 | GrantCommon Stock | 131.16 | $44.62 | $5,852.36 |
DisclosureSEC source: 0001062993-22-008565 · form4.xml · nonDerivative · entry 1 Romine Scott · CIK 0001900824 · President and CEO, JNLD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,761.96 F1 · security: The total number reflects the acquisition on March 23, 2022 of dividend equivalents in the form of 131.16 Restricted Share Units ("RSUs"), as well as the previously reported acquisition on December 9, 2021 of dividend equivalents in the form of 138.73 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 10,502 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.