Jackson Financial CFO reports 8,368-share position

The reported awards include three-year vesting tranches and a remaining RSU vesting date of March 10, 2027.

Rhea-AI Filing Summary

Jackson Financial Inc. EVP and CFO Brian Michael Walta reported direct holdings as of October 1, 2026, including 8,368 shares in a position that includes common stock and unvested share-settled RSUs, and 3,455 unvested RSUs identified as cash-settled. The share-settled awards vest in equal annual tranches over three years; the remaining third of the cash-settled RSUs is scheduled to vest March 10, 2027.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Walta Brian Michael

Role EVP and CFO

Type	Security	Shares	Price	Value
holding	Restricted Share Units F2	--	--	--
holding	Common Stock F1	--	--	--

Holdings After Transaction: Restricted Share Units — 3,454.53 contracts (Direct); Common Stock — 8,367.56 shares (Direct)

Footnotes (2)

1. F1. Reflects the total of common stock and unvested restricted share units ("RSUs") that settle in shares granted to the reporting person on each of March 10, 2025, and March 10, 2026, and accrued dividend equivalents thereon. Each annual grant vests over three years in equal tranches beginning on the first year anniversary of each grant date. Upon vesting, the RSUs will convert 1:1 into common stock.
2. F2. Reflects unvested restricted share units ("RSUs") that settle in cash granted to the reporting person on March 10, 2024, and accrued dividend equivalents thereon. The first third vested on March 10, 2025, the next third vested on March 10, 2026, and the remaining third shall vest on March 10, 2027. Upon vesting, the RSUs will convert 1:1 into common stock.

Key Figures

Common stock and unvested share-settled RSU position: 8,368 shares Unvested cash-settled RSUs: 3,455 RSUs Share-settled RSU vesting period: 3 years +1 more

4 metrics

Common stock and unvested share-settled RSU position 8,368 shares Direct holdings as of October 1, 2026

Unvested cash-settled RSUs 3,455 RSUs Direct holdings as of October 1, 2026

Share-settled RSU vesting period 3 years Equal annual tranches beginning on each grant’s first anniversary

Remaining third of cash-settled RSUs vesting date March 10, 2027 RSUs granted March 10, 2024

Key Terms

restricted share units, accrued dividend equivalents, equal tranches

3 terms

restricted share units financial

"unvested restricted share units ("RSUs")"

Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.

accrued dividend equivalents financial

"and accrued dividend equivalents thereon"

equal tranches financial

"vests over three years in equal tranches"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What holdings did JXN CFO Brian Michael Walta report?

Walta reported direct holdings of 8,368 shares in a position that includes common stock and unvested share-settled RSUs, plus 3,455 unvested RSUs identified as cash-settled, as of October 1, 2026.

When do JXN CFO Brian Michael Walta’s RSUs vest?

The share-settled RSU grants made March 10, 2025, and March 10, 2026 vest in three equal annual tranches beginning on each grant’s first anniversary. The remaining third of the RSUs granted March 10, 2024 is scheduled to vest March 10, 2027.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/08/2026 - 01:21 PM Accepted by SEC EDGAR 10/08/2026 - 01:20 PM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Walta Brian Michael

(Last) (First) (Middle)

1 CORPORATE WAY

(Street)

LANSING MICHIGAN 48951

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
10/01/2026

3. Issuer Name and Ticker or Trading Symbol
Jackson Financial Inc. [ JXN ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP and CFO

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock(1)	8,367.56	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Share Units	(2)	(2)	Common Stock	3,454.53	$0.00	D

Explanation of Responses:

1. Reflects the total of common stock and unvested restricted share units ("RSUs") that settle in shares granted to the reporting person on each of March 10, 2025, and March 10, 2026, and accrued dividend equivalents thereon. Each annual grant vests over three years in equal tranches beginning on the first year anniversary of each grant date. Upon vesting, the RSUs will convert 1:1 into common stock.

2. Reflects unvested restricted share units ("RSUs") that settle in cash granted to the reporting person on March 10, 2024, and accrued dividend equivalents thereon. The first third vested on March 10, 2025, the next third vested on March 10, 2026, and the remaining third shall vest on March 10, 2027. Upon vesting, the RSUs will convert 1:1 into common stock.

Remarks:

Power of Attorney on file.

	/s/ Koreen A. Ryan, as Attorney-in-Fact	10/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)