Jackson Financial EVP settles RSU taxes with stock

Jackson Financial Inc. executive vice president Christopher Raub reported a routine tax-withholding transaction related to restricted share units.

Rhea-AI Filing Summary

Jackson Financial Inc. executive vice president Christopher Raub reported a routine tax-withholding transaction related to restricted share units. On May 9, 2026, 366.76 shares of common stock were withheld at $109.64 per share to satisfy his tax obligation upon vesting of the first tranche of RSUs granted on May 9, 2025. The RSUs convert 1:1 into common stock, and net shares were distributed to him after withholding, with any fractional share also applied to cover taxes. Following this non‑market transaction, he directly holds 46,909.50 common shares.

Insider Trade Summary

Exercise Price or Tax Liability: 366.76 shares

Exercise Price or Tax Liability 1 txn

Insider Raub Christopher

Role EVP JFI; CEO PPM America

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	366.76	$109.64	$40K

Holdings After Transaction: Common Stock — 46,909.5 shares (Direct)

Footnotes (1)

1. F1. Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the May 9, 2025, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person.

Key Figures

Shares withheld for taxes: 366.76 shares Reference share price: $109.64 per share Shares held after transaction: 46,909.50 shares +1 more

4 metrics

Shares withheld for taxes 366.76 shares Tax withholding on RSU vesting May 9, 2026

Reference share price $109.64 per share Value used for tax-withholding shares

Shares held after transaction 46,909.50 shares Direct common stock ownership after withholding

Tax-withholding transactions 1 transaction, 366.76 shares Summary of Form 4 tax-withholding activity

Key Terms

restricted share units ("RSUs"), tax withholding obligation, vesting, fractional share

4 terms

restricted share units ("RSUs") financial

"Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the May 9, 2025, restricted share units ("RSUs")."

tax withholding obligation financial

"Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the May 9, 2025, restricted share units ("RSUs")."

vesting financial

"Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the May 9, 2025, restricted share units ("RSUs")."

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

fractional share financial

"Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person."

A fractional share is a portion of a single stock that is worth less than one full share, like owning a slice of a pizza instead of the whole pie. It lets investors buy and hold part of expensive stocks or spread small amounts of money across many companies, which helps with diversification and regular investing; dividends and price changes affect fractional shares proportionally, though some rights and trading rules can vary by provider.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Jackson Financial (JXN) report for Christopher Raub?

Jackson Financial reported a Form 4 for EVP Christopher Raub showing 366.76 common shares withheld to cover taxes on vested RSUs. This was a tax-withholding disposition, not an open-market buy or sell, and reflects routine equity compensation mechanics.

Was the Jackson Financial (JXN) Form 4 a stock sale by the EVP?

The Form 4 does not show an open-market stock sale. Instead, 366.76 shares were withheld by Jackson Financial to satisfy Christopher Raub’s tax obligation when RSUs vested, a standard non-market transaction for equity compensation.

How many Jackson Financial (JXN) shares were withheld for taxes in this filing?

The filing shows 366.76 shares of Jackson Financial common stock withheld at a reference price of $109.64 per share. These shares covered Christopher Raub’s tax obligation on vested RSUs, with remaining net shares distributed to him afterward.

What are the remaining Jackson Financial (JXN) holdings of Christopher Raub after this transaction?

After the tax-withholding transaction, Christopher Raub directly holds 46,909.50 Jackson Financial common shares. This figure reflects his position following the RSU vesting event and the related share withholding for tax purposes disclosed in the Form 4.

What role did restricted share units (RSUs) play in the Jackson Financial (JXN) Form 4?

The Form 4 relates to the first vesting tranche of RSUs granted on May 9, 2025, which convert 1:1 into common stock. When these RSUs vested, Jackson Financial withheld shares to cover Christopher Raub’s tax obligation, then delivered the remaining net shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/12/2026 - 01:45 PM Learn about SEC filing dates

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^*

Raub Christopher

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP JFI; CEO PPM America

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/09/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/09/2026		F(1)		366.76	D	$109.64	46,909.5	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. Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the May 9, 2025, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person.

Remarks:

Power of Attorney on file.

	/s/ Koreen A. Ryan, as Attorney-in-Fact	05/12/2026
	** 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.
* Form 4: SEC 1474 (03-26)