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[Form 4] Jackson Financial Inc. Insider Trading Activity

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

Rhea-AI Filing Summary

Lippert Martin J reported acquisition or exercise transactions in this Form 4 filing.

Jackson Financial Inc. director Martin J. Lippert reported awards of restricted share units tied to the company’s common stock as part of his 2026–2027 annual director compensation. On June 1, 2026, he received one grant covering 1,167 RSUs that cliff vest on June 1, 2027, or at the next annual meeting of shareholders, whichever happens first. A second grant covers 1,727 RSUs where he elected equity instead of the cash portion of his director pay; these RSUs vest in four equal quarterly tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. The RSUs carry no purchase price and, once vested and upon the end of his service, will settle into Jackson Financial common shares on a 1:1 basis, with any fractional share paid in cash.

Positive

  • None.

Negative

  • None.
Insider Lippert Martin J
Role null
Type Security Shares Price Value
Grant/Award Common Stock 1,727 $0.00 --
Grant/Award Common Stock 1,167 $0.00 --
Holdings After Transaction: Common Stock — 46,068.61 shares (Direct, null)
Footnotes (1)
  1. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation. The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, where the reporting person elected to receive equity in lieu of the cash portion of the 2026-2027 Annual Director Compensation. The RSUs vest quarterly in four equal tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash.
RSU grant 1 1,167 RSUs Cliff vests on June 1, 2027 or next annual meeting
RSU grant 2 1,727 RSUs Vests quarterly from August 31, 2026 to May 31, 2027
Total RSUs awarded 2,894 RSUs Combined 2026–2027 annual director compensation grants
Grant price $0.00 per share Equity compensation, no cash purchase by director
restricted share units ("RSUs") financial
"Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation."
cliff vest financial
"The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier."
A cliff vest is a schedule for stock options or restricted shares where no ownership rights are earned until a fixed date, after which a set portion becomes fully owned all at once — like a probation period that suddenly unlocks pay. Investors watch cliff vests because they influence when insiders can sell shares, affect staff retention and dilution timing, and help predict short-term changes in a company’s shareholder makeup.
Annual Director Compensation financial
"as part of the 2026-2027 Annual Director Compensation."
vest quarterly financial
"The RSUs vest quarterly in four equal tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027."
settle in shares of common stock on a 1:1 basis financial
"vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash."
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Form 4 Insider Transactions: What Each Field Means →
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*
Lippert Martin J
(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026		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)06/01/2026A1,727A$0.0046,068.61D
Common Stock(2)06/01/2026A1,167A$0.0047,235.61D
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
Explanation of Responses:
1. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, as part of the 2026-2027 Annual Director Compensation. The RSUs cliff vest on June 1, 2027, or the next Annual Meeting of Shareholders, whichever occurs earlier. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash.
2. Reflects award of restricted share units ("RSUs") granted on June 1, 2026, where the reporting person elected to receive equity in lieu of the cash portion of the 2026-2027 Annual Director Compensation. The RSUs vest quarterly in four equal tranches on August 31, 2026, November 30, 2026, February 28, 2027, and May 31, 2027. Upon the reporting person's end of service, vested RSUs will settle in shares of common stock on a 1:1 basis and any fractional share will be paid out in cash.
Remarks:
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact06/03/2026
** 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