Jackson Financial (NYSE: JXN) EVP sells 7,500 common shares

Rhea-AI Filing Summary

Jackson Financial Inc. executive Carrie Chelko, EVP and General Counsel, reported selling 7,500 shares of common stock on August 5, 2026 at a weighted average price of $134.24 per share, in multiple trades between $134.18 and $134.53, from a trust brokerage account where she is trustee and beneficiary. Following the sale, she reported owning 80,914.41 shares directly.

Insider Trade Summary

Net Seller: 7,500 shares

Net Sell 1 txn

Insider Chelko Carrie

Role EVP and General Counsel

Sold 7,500 shs ($1.01M)

Type	Security	Shares	Price	Value
Sale	Common Stock F1, F2	7,500	$134.24	$1.01M

Holdings After Transaction: Common Stock — 80,914.41 shares (Direct)

Footnotes (2)

1. F1. Shares were sold from the brokerage account in the name of Carrie L. Chelko Trust U/A/D 08/29/2025, where reporting person is the trustee and beneficiary.
2. F2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.18 to $134.53, inclusive. The reporting person undertakes to provide upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Key Figures

Shares sold: 7500.0000 shares Weighted average sale price: $134.2400 per share Sale price range: $134.18–$134.53 per share +1 more

4 metrics

Shares sold 7500.0000 shares Common stock sold on August 5, 2026

Weighted average sale price $134.2400 per share Average price for 7,500 shares sold

Sale price range $134.18–$134.53 per share Range of prices across multiple sale transactions

Shares owned after transaction 80914.4100 shares Direct common stock holdings reported following the sale

Key Terms

weighted average price, trustee and beneficiary, brokerage account

3 terms

weighted average price financial

"The price reported in Column 4 is a weighted average price."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

trustee and beneficiary financial

"where reporting person is the trustee and beneficiary."

brokerage account financial

"Shares were sold from the brokerage account in the name of Carrie L. Chelko Trust"

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/06/2026 - 04:26 PM Accepted by SEC EDGAR 08/06/2026 - 04:26 PM Learn about SEC filing dates

FAQ

What insider stock transaction did Jackson Financial (JXN) report?

Jackson Financial reported that EVP and General Counsel Carrie Chelko sold 7,500 shares of common stock on August 5, 2026. The trade was reported on a Form 4 as an open-market sale at a weighted average price of $134.24 per share.

At what price did Carrie Chelko sell Jackson Financial (JXN) shares?

Carrie Chelko sold 7,500 Jackson Financial shares at a weighted average price of $134.24 per share. The sales occurred in multiple trades, with individual prices ranging from $134.18 to $134.53, as disclosed in the Form 4 footnote.

How many Jackson Financial (JXN) shares does Carrie Chelko hold after the sale?

After the reported sale, Carrie Chelko reported holding 80,914.41 Jackson Financial common shares directly. This figure reflects her position immediately following the August 5, 2026 transaction detailed in the Form 4 filing.

Through what account were the Jackson Financial (JXN) shares sold?

The shares were sold from a brokerage account in the name of the Carrie L. Chelko Trust U/A/D 08/29/2025. The filing notes that Chelko is both trustee and beneficiary of this trust, which is associated with the reported transaction.

Was the Jackson Financial (JXN) insider sale under a Rule 10b5-1 plan?

The Form 4 indicates the Rule 10b5-1 checkbox was not marked as a trading plan. The footnotes describing the trust account and weighted average pricing do not state that the August 5, 2026 sale occurred under a pre-arranged 10b5-1 plan.

What type of security did Carrie Chelko trade in Jackson Financial (JXN)?

Carrie Chelko traded Common Stock of Jackson Financial Inc. The Form 4 reports a non-derivative transaction, specifically an open-market or private sale of 7,500 common shares, rather than any option or other derivative security.

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 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 and General Counsel

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/05/2026

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	08/05/2026		S(1)		7,500	D	$134.24(2)	80,914.41	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 were sold from the brokerage account in the name of Carrie L. Chelko Trust U/A/D 08/29/2025, where reporting person is the trustee and beneficiary.

2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.18 to $134.53, inclusive. The reporting person undertakes to provide upon request by Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Remarks:

Power of Attorney on file.

	/s/ Kristan L. Richardson, as Attorney-in-Fact	08/06/2026
	** 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)