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Wadsten Marcia Lynn

Disclosed activity across 1 company

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92155
SEC CIK
0001855725

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jackson Financial Inc.JXN · Entity 3581EVP and CFOApril 04, 2024April 08, 2024

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 April 04, 2024 · Filed April 08, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect195,152.79 Ending reported balance After 2024-04-04 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2024-04-04 · Tax withholding · Disposed 4,712.77 · Balance 215,067.6

F1: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the October 4, 2021 Restricted Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Row 2 · 2024-04-04 · Tax withholding · Disposed 19,914.81 · Balance 195,152.79

F2: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the October 4, 2021 Performance Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Filing footnotes · ownership attribution and instrument terms

F1: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the October 4, 2021 Restricted Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

F2: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the October 4, 2021 Performance Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

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

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 04, 2024 Filed Apr 8, 2024 15:02 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 19,914.81 $66.02 $1,314,775.76
Disclosure

SEC source: 0001062993-24-008156 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,152.79

F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the October 4, 2021 Performance Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Read SEC document
April 04, 2024 Filed Apr 8, 2024 15:02 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 4,712.77 $66.02 $311,137.08
Disclosure

SEC source: 0001062993-24-008156 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,067.6

F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the third and final tranche of the October 4, 2021 Restricted Share Unit Award. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 197.44 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 5

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,780.37

F5 · 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 March 10, 2024, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 161.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,582.93

F4 · 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 March 10, 2023, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 87.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,421.36

F3 · 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 March 10, 2022, which vest in three equal installments beginning on the first anniversary of the grant date. Upon each vesting, full shares are distributed and the fractional share is applied to shares withheld to cover the tax obligation.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 474.12 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,333.68

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

Read SEC document
March 21, 2024 Filed Mar 25, 2024 16:00 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 118.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-007033 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,859.56

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 16:36 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 18,607 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006283 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,741.04

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 16:36 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 3,179.1 $59.00 $187,566.90
Disclosure

SEC source: 0001062993-24-006283 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,134.04

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 16:36 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 3,450.02 $59.00 $203,551.18
Disclosure

SEC source: 0001062993-24-006283 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,313.14

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 17:13 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 44,682.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002000 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,763.16

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 16:39 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 274.86 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022758 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,169.5

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 16:39 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 198.88 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022758 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,878.29

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient 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 16:39 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 134.41 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022758 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,679.41

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as 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 17:47 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 728.28 $47.02 $34,243.73
Disclosure

SEC source: 0001062993-23-021733 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,545

F1 · shares: The reported transaction reflects the withholding of 728.28 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 16:03 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 10,746.15 $36.35 $390,622.55
Disclosure

SEC source: 0001062993-23-019137 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,273.28

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 16:03 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 4,584.7 $36.35 $166,653.85
Disclosure

SEC source: 0001062993-23-019137 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,019.43

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 18:55 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 357.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,604.13

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 22,068 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 18:55 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 251 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,246.28

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 22,494 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 18:55 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 397.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,995.28

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 2021 Executive Founders' Award of 46,886 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 18:55 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 339.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,597.71

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 30,007 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 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 457.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013868 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,258.45

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 22,068 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 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 320.59 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013868 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,801.39

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 22,494 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 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 507.8 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013868 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,480.8

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 2021 Executive Founders' Award of 46,886 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 17:20 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 433.33 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-013868 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,973

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 30,007 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 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionrestricted share units · Derivative 12,156.09 $35.79 $435,066.46
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · derivative · entry 8

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,156.09 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 12,156.09 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 12,156.09 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 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionrestricted share units · Derivative 17,376.22 $35.79 $621,894.91
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · derivative · entry 7

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,156.09

Underlying: Common Stock · 17,376.22 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 17,376.22 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 17,376.22 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 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Disposition to issuerCommon Stock 12,156.09 $35.79 $435,066.46
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · nonDerivative · entry 6

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,539.67

F6 · kind: Reflects the disposition for cash of 12,156.09 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 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionCommon Stock 12,156.09 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · nonDerivative · entry 5

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,695.76

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 12,156.09 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 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 16,083.28 $35.79 $575,620.59
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,539.67

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 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Disposition to issuerCommon Stock 17,376.22 $35.79 $621,894.91
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,622.95

F3 · kind: Reflects the disposition for cash of 17,376.22 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

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April 09, 2023 Filed Apr 11, 2023 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Exercise / conversionCommon Stock 17,376.22 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,999.17

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 17,376.22 earned shares upon the vesting of the cash-settled portion of the 2020 PLTIPs previously reported in Table II when the shares were earned.

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April 09, 2023 Filed Apr 11, 2023 16:51 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 22,989.84 $35.79 $822,806.37
Disclosure

SEC source: 0001062993-23-009041 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,622.95

F1 · security: 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).

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).

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 213.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · derivative · entry 8

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,532.31

Underlying: Common Stock · 213.51 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 44,196 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 44,196 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 44,196 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 44,196 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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 305.19 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · derivative · entry 7

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,318.8

Underlying: Common Stock · 305.19 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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 394.53 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 6

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,612.79

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 22,068 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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 276.73 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 5

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,218.26

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 22,494 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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 438.32 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,941.53

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 October 4, 2021, as part of the Executive Founders' Award of 46,886 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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 640.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,503.21

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 44,196 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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 915.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 211,862.69

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.

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March 23, 2023 Filed Mar 27, 2023 19:59 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 374.04 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-007823 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,947.08

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 30,007 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.

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March 10, 2023 Filed Mar 14, 2023 17:57 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 22,068 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-006859 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,573.04

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.

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March 10, 2023 Filed Mar 14, 2023 17:57 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 3,231.42 $40.02 $129,321.43
Disclosure

SEC source: 0001062993-23-006859 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,505.04

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

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February 13, 2023 Filed Feb 15, 2023 15:07 UTC Jackson Financial Inc. JXN · Entity 3581 Grantrestricted share units · Derivative 17,071.02 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-003634 · form4.xml · derivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,013.61

Underlying: Common Stock · 17,071.02 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.

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February 13, 2023 Filed Feb 15, 2023 15:07 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 51,215.22 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-003634 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,736.46

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.

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December 19, 2022 Filed Dec 21, 2022 17:49 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 777.94 $34.08 $26,512.20
Disclosure

SEC source: 0001062993-22-024331 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,521.24

F3 · shares: The reported transaction involved the withholding of 777.94 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 23,218.27 RSUs previously reported.

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December 19, 2022 Filed Dec 21, 2022 17:49 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 821.48 $34.08 $27,996.04
Disclosure

SEC source: 0001062993-22-024331 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,299.18

F2 · shares: The reported transaction involved the withholding of 821.48 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 49,456.18 RSUs previously reported.

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December 19, 2022 Filed Dec 21, 2022 17:49 UTC Jackson Financial Inc. JXN · Entity 3581 Tax withholdingCommon Stock 700.99 $34.08 $23,889.74
Disclosure

SEC source: 0001062993-22-024331 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,120.66

F1 · shares: The reported transaction involved the withholding of 700.99 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 31,562.06 RSUs previously reported.

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December 15, 2022 Filed Dec 19, 2022 17:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantRestricted Share Units · Derivative 188.64 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024148 · form4.xml · derivative · entry 5

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,942.59

Underlying: Common Stock · 188.64 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.

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December 15, 2022 Filed Dec 19, 2022 17:17 UTC Jackson Financial Inc. JXN · Entity 3581 GrantCommon Stock 379.03 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-024148 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,821.65

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 22,494 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.

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