Jackson Financial (NYSE: JXN) EVP granted dividend-equivalent RSU awards
Rhea-AI Filing Summary
Jackson Financial Inc. reported that EVP and General Counsel Carrie Chelko acquired additional common stock-based awards through three small grants on June 25, 2026. These were issued at $0.00 per share as compensation, not open‑market purchases.
The grants represent dividend equivalents in the form of restricted share units tied to prior equity awards granted on March 10, 2024, March 10, 2025 and March 10, 2026, each subject to continued employment through the relevant vesting dates. Following these awards, she holds directly about 88,414 shares of Jackson Financial common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 120.88 shares
Net Buy
3 txns
Insider
Chelko Carrie
Role
EVP and General Counsel
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 30.53 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 41.49 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 48.86 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 88,414.41 shares (Direct)
Footnotes (3)
- F1. 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, subject to continued employment through each vesting date.
- F2. 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, subject to continued employment through each vesting date.
- F3. 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, 2026, subject to continued employment through each vesting date.
Key Figures
Award 1 shares: 48.86 shares
Award 2 shares: 41.49 shares
Award 3 shares: 30.53 shares
+3 more
6 metrics
Award 1 shares
48.86 shares
Dividend-equivalent RSU grant on June 25, 2026
Award 2 shares
41.49 shares
Dividend-equivalent RSU grant on June 25, 2026
Award 3 shares
30.53 shares
Dividend-equivalent RSU grant on June 25, 2026
Post-award holdings
88,414.41 shares
Direct common stock ownership after one reported grant
Grant price
$0.00 per share
Compensation-related RSU dividends, not market purchases
Transaction count
3 acquisitions
All coded as A (grant, award, or other acquisition)
Key Terms
restricted share units, dividend equivalents, vesting date, continued employment, +1 more
5 terms
dividend equivalents financial
"Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
vesting date financial
"subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date"
continued employment financial
"subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025, subject to continued employment through each vesting date"
Continued employment means that an individual remains in their current job without interruption. For investors, it signals stability and ongoing work that can affect company performance and future prospects. Like a steady heartbeat for a business, sustained employment helps ensure consistent operations and financial health.
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Jackson Financial (JXN) disclose for Carrie Chelko?
Jackson Financial disclosed that EVP and General Counsel Carrie Chelko received three small stock-based awards on June 25, 2026. These awards were dividend-equivalent restricted share units granted at no cash cost as part of her existing equity compensation program.
Are the new Jackson Financial (JXN) awards to Carrie Chelko open-market purchases?
No, the reported transactions are not open-market purchases. They are grant or award acquisitions, specifically dividend equivalents credited in the form of restricted share units at a price of $0.00 per share, consistent with compensation-related equity awards rather than market trades.
What conditions apply to the Jackson Financial (JXN) dividend-equivalent RSUs granted to Carrie Chelko?
The dividend-equivalent awards are restricted share units subject to the same terms as underlying equity granted on March 10, 2024, 2025 and 2026. Vesting requires continued employment through each vesting date, aligning the executive’s incentives with longer-term service at Jackson Financial.