STOCK TITAN

[Form 4] Jackson Financial Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Form 4 overview: On 06/30/2025, UFP Industries (UFPI) Chief Financial Officer Michael R. Cole reported the acquisition of 14 phantom stock units at an implied price of $99.36 apiece through the company’s Deferred Compensation Plan. Each unit converts into one share of UFPI common stock upon the executive’s death, disability, or retirement.

After this transaction, Cole’s total beneficial ownership rises to 31,617 share-equivalents, all held directly. No open-market purchases or sales of common shares were disclosed, and there was no change in derivative positions other than the incremental award.

Given the transaction’s small dollar value (≈ $1.4 thousand) and its deferred settlement terms, the filing is regarded as routine and non-material for near-term valuation. Nonetheless, ongoing insider accumulation can be interpreted as continued management alignment with shareholder interests over the long run.

Panoramica del Modulo 4: Il 30/06/2025, il Direttore Finanziario di UFP Industries (UFPI), Michael R. Cole, ha comunicato l'acquisto di 14 unità di azioni fantasma a un prezzo implicito di 99,36 dollari ciascuna tramite il Piano di Compensazione Differita della società. Ogni unità si converte in un'azione ordinaria UFPI al verificarsi della morte, disabilità o pensionamento dell'esecutivo.

Dopo questa operazione, la proprietà beneficiaria totale di Cole sale a 31.617 equivalenti azionari, tutti detenuti direttamente. Non sono stati segnalati acquisti o vendite di azioni ordinarie sul mercato aperto, né variazioni nelle posizioni derivati diverse dal premio incrementale.

Considerato il valore economico contenuto della transazione (circa 1,4 mila dollari) e le condizioni di regolamento differito, la comunicazione è considerata di routine e non rilevante per la valutazione a breve termine. Tuttavia, l'accumulo continuo da parte degli insider può essere interpretato come un allineamento costante della direzione con gli interessi degli azionisti nel lungo periodo.

Resumen del Formulario 4: El 30/06/2025, el Director Financiero de UFP Industries (UFPI), Michael R. Cole, reportó la adquisición de 14 unidades de acciones fantasma a un precio implícito de 99,36 dólares cada una a través del Plan de Compensación Diferida de la empresa. Cada unidad se convierte en una acción común de UFPI al fallecimiento, discapacidad o retiro del ejecutivo.

Tras esta transacción, la propiedad beneficiaria total de Cole aumenta a 31.617 equivalentes en acciones, todos mantenidos directamente. No se divulgaron compras o ventas en el mercado abierto de acciones comunes, ni hubo cambios en las posiciones derivadas aparte de la adjudicación incremental.

Dado el pequeño valor monetario de la transacción (≈ 1,4 mil dólares) y sus términos de liquidación diferida, la presentación se considera rutinaria y no material para la valoración a corto plazo. No obstante, la acumulación continua por parte de los insiders puede interpretarse como una alineación sostenida de la gestión con los intereses de los accionistas a largo plazo.

Form 4 개요: 2025년 6월 30일, UFP Industries(UFPI)의 최고재무책임자 Michael R. Cole은 회사의 이연 보상 계획을 통해 14개의 팬텀 스톡 단위를 단가 99.36달러에 취득했다고 보고했습니다. 각 단위는 임원의 사망, 장애 또는 퇴직 시 UFPI 보통주 1주로 전환됩니다.

이번 거래 후 Cole의 총 실질 소유권은 31,617주 상당로 증가했으며 모두 직접 보유 중입니다. 공개 시장에서의 보통주 매매는 보고되지 않았고, 파생상품 포지션에도 인상된 보상 외에는 변동이 없었습니다.

거래 금액이 적고(약 1,400달러) 이연 결제 조건임을 고려할 때, 이 신고는 단기 평가에 있어 일상적이고 비중요한 사항으로 간주됩니다. 그럼에도 불구하고 내부자의 지속적인 주식 축적은 장기적으로 경영진이 주주 이익과 계속해서 일치하고 있음을 보여줍니다.

Présentation du formulaire 4 : Le 30/06/2025, le Directeur Financier de UFP Industries (UFPI), Michael R. Cole, a déclaré l'acquisition de 14 unités d'actions fantômes à un prix implicite de 99,36 dollars chacune via le Plan de Rémunération Différée de l'entreprise. Chaque unité se convertit en une action ordinaire UFPI au décès, en cas d'invalidité ou de départ à la retraite de l'exécutif.

Après cette opération, la détention bénéficiaire totale de Cole s'élève à 31 617 équivalents-actions, tous détenus directement. Aucune transaction d'achat ou de vente d'actions ordinaires sur le marché ouvert n'a été divulguée, et aucune modification des positions dérivées n'a été signalée en dehors de l'attribution supplémentaire.

Compte tenu de la faible valeur monétaire de la transaction (≈ 1,4 mille dollars) et des modalités de règlement différé, le dépôt est considéré comme routinier et non significatif pour l'évaluation à court terme. Néanmoins, l'accumulation continue par les initiés peut être interprétée comme un alignement durable de la direction avec les intérêts des actionnaires sur le long terme.

Überblick über Formular 4: Am 30.06.2025 meldete der Finanzvorstand von UFP Industries (UFPI), Michael R. Cole, den Erwerb von 14 Phantomaktieneinheiten zu einem impliziten Preis von jeweils 99,36 US-Dollar im Rahmen des aufgeschobenen Vergütungsplans des Unternehmens. Jede Einheit wandelt sich beim Tod, bei Invalidität oder Ruhestand des Geschäftsführers in eine Aktie der UFPI-Stammaktien um.

Nach dieser Transaktion steigt Coles gesamtes wirtschaftliches Eigentum auf 31.617 aktienäquivalente Einheiten, die alle direkt gehalten werden. Keine Käufe oder Verkäufe von Stammaktien am offenen Markt wurden gemeldet, und es gab keine Änderungen bei Derivatpositionen außer der zusätzlichen Zuteilung.

Angesichts des geringen Geldwerts der Transaktion (≈ 1,4 Tausend US-Dollar) und der aufgeschobenen Abwicklungsbedingungen wird die Meldung als routine und nicht wesentlich für die kurzfristige Bewertung eingestuft. Dennoch kann die fortlaufende Insider-Akkumulation als anhaltende Ausrichtung des Managements an den Interessen der Aktionäre auf lange Sicht interpretiert werden.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine Form 4; CFO adds 14 phantom stock units, lifting total to 31,617—too small to move the needle.

The filing reflects a scheduled accrual under UFPI’s Deferred Compensation Plan rather than an opportunistic purchase in the open market. The $1.4 k notional value is de-minimis relative to UFPI’s market capitalization and trading volume, so price impact is negligible. Because phantom units settle at retirement and carry no voting rights until conversion, dilution risk is marginal. Investors typically view steady insider accumulation positively, yet the scale here is insufficient to signal a strong conviction trade. Overall, the disclosure is compliant housekeeping with neutral investment relevance.

Panoramica del Modulo 4: Il 30/06/2025, il Direttore Finanziario di UFP Industries (UFPI), Michael R. Cole, ha comunicato l'acquisto di 14 unità di azioni fantasma a un prezzo implicito di 99,36 dollari ciascuna tramite il Piano di Compensazione Differita della società. Ogni unità si converte in un'azione ordinaria UFPI al verificarsi della morte, disabilità o pensionamento dell'esecutivo.

Dopo questa operazione, la proprietà beneficiaria totale di Cole sale a 31.617 equivalenti azionari, tutti detenuti direttamente. Non sono stati segnalati acquisti o vendite di azioni ordinarie sul mercato aperto, né variazioni nelle posizioni derivati diverse dal premio incrementale.

Considerato il valore economico contenuto della transazione (circa 1,4 mila dollari) e le condizioni di regolamento differito, la comunicazione è considerata di routine e non rilevante per la valutazione a breve termine. Tuttavia, l'accumulo continuo da parte degli insider può essere interpretato come un allineamento costante della direzione con gli interessi degli azionisti nel lungo periodo.

Resumen del Formulario 4: El 30/06/2025, el Director Financiero de UFP Industries (UFPI), Michael R. Cole, reportó la adquisición de 14 unidades de acciones fantasma a un precio implícito de 99,36 dólares cada una a través del Plan de Compensación Diferida de la empresa. Cada unidad se convierte en una acción común de UFPI al fallecimiento, discapacidad o retiro del ejecutivo.

Tras esta transacción, la propiedad beneficiaria total de Cole aumenta a 31.617 equivalentes en acciones, todos mantenidos directamente. No se divulgaron compras o ventas en el mercado abierto de acciones comunes, ni hubo cambios en las posiciones derivadas aparte de la adjudicación incremental.

Dado el pequeño valor monetario de la transacción (≈ 1,4 mil dólares) y sus términos de liquidación diferida, la presentación se considera rutinaria y no material para la valoración a corto plazo. No obstante, la acumulación continua por parte de los insiders puede interpretarse como una alineación sostenida de la gestión con los intereses de los accionistas a largo plazo.

Form 4 개요: 2025년 6월 30일, UFP Industries(UFPI)의 최고재무책임자 Michael R. Cole은 회사의 이연 보상 계획을 통해 14개의 팬텀 스톡 단위를 단가 99.36달러에 취득했다고 보고했습니다. 각 단위는 임원의 사망, 장애 또는 퇴직 시 UFPI 보통주 1주로 전환됩니다.

이번 거래 후 Cole의 총 실질 소유권은 31,617주 상당로 증가했으며 모두 직접 보유 중입니다. 공개 시장에서의 보통주 매매는 보고되지 않았고, 파생상품 포지션에도 인상된 보상 외에는 변동이 없었습니다.

거래 금액이 적고(약 1,400달러) 이연 결제 조건임을 고려할 때, 이 신고는 단기 평가에 있어 일상적이고 비중요한 사항으로 간주됩니다. 그럼에도 불구하고 내부자의 지속적인 주식 축적은 장기적으로 경영진이 주주 이익과 계속해서 일치하고 있음을 보여줍니다.

Présentation du formulaire 4 : Le 30/06/2025, le Directeur Financier de UFP Industries (UFPI), Michael R. Cole, a déclaré l'acquisition de 14 unités d'actions fantômes à un prix implicite de 99,36 dollars chacune via le Plan de Rémunération Différée de l'entreprise. Chaque unité se convertit en une action ordinaire UFPI au décès, en cas d'invalidité ou de départ à la retraite de l'exécutif.

Après cette opération, la détention bénéficiaire totale de Cole s'élève à 31 617 équivalents-actions, tous détenus directement. Aucune transaction d'achat ou de vente d'actions ordinaires sur le marché ouvert n'a été divulguée, et aucune modification des positions dérivées n'a été signalée en dehors de l'attribution supplémentaire.

Compte tenu de la faible valeur monétaire de la transaction (≈ 1,4 mille dollars) et des modalités de règlement différé, le dépôt est considéré comme routinier et non significatif pour l'évaluation à court terme. Néanmoins, l'accumulation continue par les initiés peut être interprétée comme un alignement durable de la direction avec les intérêts des actionnaires sur le long terme.

Überblick über Formular 4: Am 30.06.2025 meldete der Finanzvorstand von UFP Industries (UFPI), Michael R. Cole, den Erwerb von 14 Phantomaktieneinheiten zu einem impliziten Preis von jeweils 99,36 US-Dollar im Rahmen des aufgeschobenen Vergütungsplans des Unternehmens. Jede Einheit wandelt sich beim Tod, bei Invalidität oder Ruhestand des Geschäftsführers in eine Aktie der UFPI-Stammaktien um.

Nach dieser Transaktion steigt Coles gesamtes wirtschaftliches Eigentum auf 31.617 aktienäquivalente Einheiten, die alle direkt gehalten werden. Keine Käufe oder Verkäufe von Stammaktien am offenen Markt wurden gemeldet, und es gab keine Änderungen bei Derivatpositionen außer der zusätzlichen Zuteilung.

Angesichts des geringen Geldwerts der Transaktion (≈ 1,4 Tausend US-Dollar) und der aufgeschobenen Abwicklungsbedingungen wird die Meldung als routine und nicht wesentlich für die kurzfristige Bewertung eingestuft. Dennoch kann die fortlaufende Insider-Akkumulation als anhaltende Ausrichtung des Managements an den Interessen der Aktionäre auf lange Sicht interpretiert werden.

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)
06/26/2025
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) 06/26/2025 A 35.57 A $0.00 74,800.74 D
Common Stock(2) 06/26/2025 A 63.07 A $0.00 74,863.81 D
Common Stock(3) 06/26/2025 A 64.29 A $0.00 74,928.1 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. 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, subject to continued employment through such dates.
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, subject to continued employment through such dates.
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, 2025, subject to continued employment through such dates.
Remarks:
Power of Attorney on file.
/s/ Koreen A. Ryan, as Attorney-in-Fact 06/30/2025
** 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

How many phantom stock units did UFPI CFO Michael R. Cole acquire?

He acquired 14 phantom stock units on 06/30/2025.

What is the total UFPI share-equivalent ownership of the CFO after the transaction?

Following the award, Cole beneficially owns 31,617 share-equivalents.

At what price were the phantom stock units recorded?

The units were valued at $99.36 each, matching UFPI’s common-stock reference price.

When will the phantom stock units convert into UFPI common shares?

Conversion occurs upon the executive’s death, disability, or retirement, per the Deferred Compensation Plan.

Does this Form 4 indicate open-market buying or selling of UFPI shares?

No. The filing reports deferred phantom units, not open-market trades of common stock.
Jackson Financial Inc

NYSE:JXN

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6.18B
70.12M
1.54%
97.42%
4.63%
Insurance - Life
Life Insurance
Link
United States
LANSING