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Jackson Financial (NYSE: JXN) director receives 2 RSU awards as 2026-2027 pay

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Claffee Lily Fu reported acquisition or exercise transactions in this Form 4 filing.

Jackson Financial Inc. director Lily Fu Claffee reported two stock-based compensation grants in the form of restricted share units (RSUs) tied to common stock. She received 1,167 RSUs as part of the 2026-2027 Annual Director Compensation and 1,727 RSUs after electing equity instead of the cash portion of that compensation.

The first RSU award cliff vests on June 1, 2027, or at the next Annual Meeting of Shareholders, whichever comes earlier. The second award vests in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the end of her board service, vested RSUs will settle one-for-one in common shares, with any fractional shares paid in cash.

Positive

  • None.

Negative

  • None.
Insider Claffee Lily Fu
Role null
Type Security Shares Price Value
Grant/Award Common Stock 1,727 $0.00 --
Grant/Award Common Stock 1,167 $0.00 --
Holdings After Transaction: Common Stock — 46,068.61 shares (Direct, null)
Footnotes (1)
  1. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation. The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, where the reporting person elected to receive equity in lieu of the cash portion of the 2026-2027 Annual Director Compensation. The RSUs vest quarterly in four equal tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash.
RSU grant (annual director compensation) 1,167 RSUs Granted June 1, 2026; cliff vests by June 1, 2027 or next meeting
RSU grant (equity in lieu of cash) 1,727 RSUs Granted June 1, 2026; vests quarterly through May 31, 2027
Cliff vesting date June 1, 2027 Or next Annual Meeting of Shareholders, whichever occurs earlier
Quarterly vesting dates Aug 31, 2026; Nov 30, 2026; Feb 28, 2027; May 31, 2027 Four equal tranches for second RSU award
RSU settlement ratio 1:1 into common stock Vested RSUs settle into common shares; fractional paid in cash
restricted share units ("RSUs") financial
"Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation."
cliff vest financial
"The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier."
A cliff vest is a schedule for stock options or restricted shares where no ownership rights are earned until a fixed date, after which a set portion becomes fully owned all at once — like a probation period that suddenly unlocks pay. Investors watch cliff vests because they influence when insiders can sell shares, affect staff retention and dilution timing, and help predict short-term changes in a company’s shareholder makeup.
Annual Director Compensation financial
"as part of the 2026-2027 Annual Director Compensation."
equity in lieu of the cash portion financial
"where the reporting person elected to receive equity in lieu of the cash portion of the 2026-2027 Annual Director Compensation."
settle in shares of common stock on a 1:1 basis financial
"vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash."
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Claffee Lily Fu
(Last)(First)(Middle)
1 CORPORATE WAY
(Street)
LANSING MICHIGAN 48951
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
Jackson Financial Inc. [ JXN ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock(1)06/01/2026A1,727A$0.0046,068.61D
Common Stock(2)06/01/2026A1,167A$0.0047,235.61D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation. The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash.
2. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, where the reporting person elected to receive equity in lieu of the cash portion of the 2026-2027 Annual Director Compensation. The RSUs vest quarterly in four equal tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash.
Remarks:
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact06/03/2026
** Signature of Reporting PersonDate
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 4 (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 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Jackson Financial (JXN) disclose for Lily Fu Claffee?

Jackson Financial disclosed that director Lily Fu Claffee received two grants of restricted share units tied to common stock as part of her 2026-2027 Annual Director Compensation, rather than making any open-market purchases or sales of shares.

How many RSUs did Jackson Financial (JXN) grant to director Lily Fu Claffee?

Lily Fu Claffee was granted 1,167 restricted share units under the standard 2026-2027 Annual Director Compensation and an additional 1,727 restricted share units after electing to receive equity instead of the cash portion of that same director compensation.

When do Lily Fu Claffee’s Jackson Financial (JXN) RSU awards vest?

One RSU award cliff vests on June 1, 2027, or the next Annual Meeting of Shareholders, whichever is earlier. The other RSU award vests in four equal quarterly tranches from August 31, 2026 through May 31, 2027.

How will Lily Fu Claffee’s Jackson Financial (JXN) RSUs be settled?

Upon the end of Lily Fu Claffee’s board service, any vested restricted share units will settle into Jackson Financial common stock on a one-for-one basis, and any resulting fractional share amounts will be paid out to her in cash.

Is Lily Fu Claffee’s Jackson Financial (JXN) Form 4 transaction a market buy or sell?

The reported Form 4 transactions are stock-based compensation grants coded as “A” for award or other acquisition, meaning they reflect restricted share unit awards rather than open-market buying or selling of Jackson Financial common shares.