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Jackson Financial (NYSE: JXN) SVP reports new stock and RSU awards

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

Rhea-AI Filing Summary

Jackson Financial Inc. SVP and Controller Craig A. Anderson reported multiple equity awards tied to prior grants. On June 25, 2026, he acquired small amounts of Common Stock (29.39, 23.81 and 8.28 shares) and 13.63 Restricted Share Units, all at a stated price of $0.00 per share.

Footnotes explain these are dividend equivalents in the form of restricted share units, subject to the same terms and continued-employment vesting conditions as underlying equity granted on September 10, 2024 and March 10, 2024, 2025 and 2026. Following these transactions, Anderson directly holds 8,380.80 shares of Common Stock and 1,625.45 restricted share units.

Positive

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Negative

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Insider Anderson Craig A.
Role SVP and Controller
Type Security Shares Price Value
Grant/Award Restricted Share Units 13.63 $0.00 $0.00
Grant/Award Common Stock 8.28 $0.00 $0.00
Grant/Award Common Stock 23.81 $0.00 $0.00
Grant/Award Common Stock 29.39 $0.00 $0.00
Holdings After Transaction: Restricted Share Units — 1,625.45 shares (Direct); Common Stock — 8,380.8 shares (Direct)
Footnotes (4)
  1. 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 September 10, 2024, subject to continued employment through each vesting date.
  2. 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.
  3. 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.
  4. F4. 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.
Common Stock award 1 29.39 shares Grant on June 25, 2026 at $0.00 per share
Common Stock award 2 23.81 shares Grant on June 25, 2026 at $0.00 per share
Common Stock award 3 8.28 shares Grant on June 25, 2026 at $0.00 per share
Restricted Share Units awarded 13.63 units Dividend-equivalent RSUs granted June 25, 2026
Common Stock holdings after grant 8,380.80 shares Direct ownership after June 25, 2026 transactions
RSU holdings after grant 1,625.45 units Direct RSU position after June 25, 2026 grant
Transaction price per share $0.00 per share All reported grants on June 25, 2026
Restricted Share Units financial
"security_title": "Restricted Share Units""
Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.
dividend equivalents financial
"Acquired dividend equivalents in the form of restricted share units"
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 continued employment through each vesting date"
grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What did Jackson Financial (JXN) executive Craig A. Anderson report on this Form 4?
Craig A. Anderson reported several small equity awards in Jackson Financial stock. He acquired Common Stock and Restricted Share Units as dividend equivalents on earlier grants, all recorded at a price of $0.00 per share, reflecting compensation rather than open-market purchases.

How many Jackson Financial (JXN) shares does Craig A. Anderson hold after these transactions?
After these transactions, Craig A. Anderson directly holds 8,380.80 shares of Jackson Financial Common Stock. He also holds 1,625.45 Restricted Share Units, which represent additional rights to receive Common Stock under the company’s equity compensation arrangements.

What type of equity awards did Craig A. Anderson receive from Jackson Financial (JXN)?
He received Common Stock and Restricted Share Units as dividend equivalents. These awards mirror the terms and conditions of prior equity grants made on specific dates in 2024, 2025, and 2026, and are subject to continued employment through each vesting date.

Were Craig A. Anderson’s Jackson Financial (JXN) awards open-market purchases?
No, the reported awards were not open-market purchases. They are grants classified as "Grant, award, or other acquisition" at a stated price of $0.00 per share, reflecting compensation-related awards rather than discretionary stock buying in the market.

How are the new Restricted Share Units for Jackson Financial (JXN) structured?
The new Restricted Share Units are dividend equivalents tied to earlier equity grants. Footnotes state they carry the same terms and conditions as those underlying awards and require continued employment through each vesting date before the related Common Stock is delivered.
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*
Anderson Craig A.
(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP and Controller
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/25/2026		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)06/25/2026A8.28A$0.008,327.6D
Common Stock(2)06/25/2026A23.81A$0.008,351.41D
Common Stock(3)06/25/2026A29.39A$0.008,380.8D
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
Restricted Share Units(4)06/25/2026A13.63 (4) (4)Common Stock13.63$0.001,625.45D
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 September 10, 2024, subject to continued employment through each vesting date.
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, 2025, subject to continued employment through each vesting date.
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, 2026, subject to continued employment through each vesting date.
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 March 10, 2024, subject to continued employment through each vesting date.
Remarks:
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact06/29/2026
** 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