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Jackson Financial Inc. (JXN) CFO reports 60,591.47 share equivalents in Form 4

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

Rhea-AI Filing Summary

Jackson Financial Inc.'s executive vice president and chief financial officer reported additional share-based awards in a Form 4 filing. On 12/18/2025, the insider acquired small amounts of common stock equivalents through dividend equivalents credited as restricted share units tied to prior equity grants made on March 10, 2023, March 10, 2024, March 10, 2024 as a retention award, September 10, 2024, and March 10, 2025. These awards were recorded at a price of $0.00 per unit. Following these transactions, the reporting person held a total of 60,591.47 common stock equivalents directly, reflecting accumulated equity compensation rather than an open-market purchase or sale.

Positive

  • None.

Negative

  • None.
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*
Cummings Don W

(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 CFO
3. Date of Earliest Transaction (Month/Day/Year)
12/18/2025
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(1) 12/18/2025 A 15.68 A $0.00 60,412.04 D
Common Stock(2) 12/18/2025 A 44.78 A $0.00 60,456.82 D
Common Stock(3) 12/18/2025 A 35.44 A $0.00 60,492.26 D
Common Stock(4) 12/18/2025 A 27.81 A $0.00 60,520.07 D
Common Stock(5) 12/18/2025 A 71.4 A $0.00 60,591.47 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. 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.
2. 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.
3. 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 as a Retention Award.
4. 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 September 10, 2024.
5. 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.
Remarks:
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact 12/22/2025
** 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 insider transaction did Jackson Financial Inc. (JXN) report in this Form 4?

The filing reports that the executive vice president and chief financial officer acquired additional common stock equivalents on 12/18/2025 in the form of dividend-equivalent restricted share units linked to prior equity awards.

How many Jackson Financial Inc. (JXN) share equivalents does the insider own after this transaction?

After the reported transactions, the officer beneficially owned 60,591.47 common stock equivalents directly.

What type of securities were involved in the Jackson Financial Inc. (JXN) Form 4 filing?

The filing involves common stock equivalents received as dividend equivalents in the form of restricted share units that follow the same terms and conditions as earlier equity grants.

On what date did the Jackson Financial Inc. (JXN) insider transactions occur?

The earliest transaction date disclosed in the Form 4 is 12/18/2025.

What is the role of the reporting person at Jackson Financial Inc. (JXN)?

The reporting person is an officer of Jackson Financial Inc., serving as EVP and CFO.

Were the Jackson Financial Inc. (JXN) dividend-equivalent units acquired for cash?

No cash price was paid for these awards; they are shown as acquired at $0.00 per unit, reflecting equity compensation credited as dividend equivalents.

Jackson Financial Inc

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7.31B
66.67M
1.73%
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4.06%
Insurance - Life
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United States
LANSING