[Form 4] Jackson Financial Inc. Insider Trading Activity

Rhea-AI Filing Summary

Carrie Chelko, EVP and General Counsel of Jackson Financial Inc. (JXN), reported the sale of 3,000 shares of common stock on 08/13/2025 at a weighted average price of $95.40, with individual trade prices ranging from $95.39 to $95.50. After the reported sale, the filing shows beneficial ownership of 71,928.1 shares. The Form 4 was signed under power of attorney on 08/15/2025. The filer notes the weighted-average price and offers to provide transaction-level details on request.

Positive

• None.

Negative

• Reported sale of 3,000 shares by an officer and director on 08/13/2025, reducing beneficial ownership to 71,928.1 shares
• Insider liquidity event that increases shares available to the market (3,000 shares sold at weighted average of $95.40)

Insights

Securities Analyst

TL;DR: Insider sale of 3,000 shares by a senior officer is a routine disclosure that may slightly increase available supply but is not immediately material.

The Form 4 shows an officer and director-level insider executed a sale of 3,000 shares at a weighted average of $95.40 on 08/13/2025, reducing reported beneficial ownership to 71,928.1 shares. The filing is complete with a footnote disclosing the price range and an offer to provide trade-level detail. For investors, this is an observable insider liquidity event but the filing provides no indication of reason, planned future sales, or use of proceeds. Absent additional context, treat this as a disclosure event rather than a definitive signal on company fundamentals.

Corporate Governance Expert

TL;DR: Compliance appears proper: timely Form 4, POA signature, and price-range disclosure; no governance red flags in the filing itself.

The form is filed under Section 16 with identifying information for the reporting person and relationship to the issuer, and includes a footnote explaining the weighted-average price and providing willingness to supply per-trade details. The signature is by an attorney-in-fact under power of attorney dated 08/15/2025, consistent with standard practice. There are no disclosures of derivative transactions, no amendments noted, and no indications of related-party transfers. From a governance and compliance perspective, the disclosure meets Form 4 requirements as presented.

SEC Form 4

FORM 4

UNITED 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^*

Chelko Carrie

(Last) (First) (Middle)

1 CORPORATE WAY

(Street)

LANSING MI 48951

(City) (State) (Zip)

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

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

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

3. Date of Earliest Transaction (Month/Day/Year)
08/13/2025

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

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 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/13/2025		S		3,000	D	$95.4(1)	71,928.1	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.39 to $95.50, inclusive. The reporting person undertakes to provide, upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Remarks:

Power of Attorney on file.

	/s/ Kristan L. Richardson, as Attorney-in-Fact	08/15/2025
	** 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 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.

FAQ

What did Carrie Chelko (JXN) report on the Form 4?

The Form 4 reports a sale of 3,000 shares of Jackson Financial Inc. common stock on 08/13/2025 at a weighted average price of $95.40 (trade prices ranged $95.39–$95.50).

How many shares does the reporting person own after the transaction?

The filing shows beneficial ownership of 71,928.1 shares following the reported sale.

Was the Form 4 properly signed and filed?

Yes. The Form 4 includes a signature executed under power of attorney and is dated 08/15/2025 in the filing remarks.

Does the Form 4 disclose any derivative transactions or option exercises?

No. Table II (derivative securities) shows no entries; only a non-derivative common stock sale is reported.

What price details are provided about the sale?

The price is reported as a weighted average of $95.40, with individual trade prices ranging from $95.39 to $95.50; the filer offers to provide per-trade quantities on request.