Jackson Financial director awarded 399.4 share DEUs

Jackson Financial Inc. director Martin J. Lippert reported a small, compensation-related equity increase.

Rhea-AI Filing Summary

Jackson Financial Inc. director Martin J. Lippert reported a small, compensation-related equity increase. On June 25, 2026, he acquired 399.4 shares of Common Stock at a stated price of $0.00 per share, classified as a grant or award.

A footnote explains these shares represent additional restricted share units received as dividend equivalent units (DEUs) on existing restricted share units, and they are subject to the same terms and conditions as the underlying equity awards. Following this award, Lippert directly holds 47,635.01 shares of Jackson Financial common stock.

Insider Trade Summary

Grant/Award: 399.4 shares

Grant/Award 1 txn

Insider Lippert Martin J

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	399.4	$0.00	$0.00

Holdings After Transaction: Common Stock — 47,635.01 shares (Direct)

Footnotes (1)

1. F1. These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Key Figures

Shares granted: 399.4 shares Price per share: $0.00 per share Total shares after transaction: 47,635.01 shares +2 more

5 metrics

Shares granted 399.4 shares Grant of dividend equivalent units on 2026-06-25

Price per share $0.00 per share Stated for the equity grant

Total shares after transaction 47,635.01 shares Direct holdings following the award

Transaction type Grant, award, or other acquisition Code A, non-derivative common stock

Transaction direction Acquire Classification in Form 4 transaction data

Key Terms

restricted share units, dividend equivalent units, DEUs, grant, award, or other acquisition

4 terms

restricted share units financial

"These shares reflect additional restricted share units received as dividend equivalent 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 equivalent units financial

"received as dividend equivalent units ("DEUs") on restricted share units"

Dividend equivalent units are bookkeeping credits that mirror cash dividends paid on actual shares, granted to holders of stock-based awards such as restricted stock units or deferred compensation. They matter to investors because they increase a company’s reported employee compensation cost and can lead to issuance of more shares or cash payouts over time, similar to extra pay linked to ownership that affects shareholder dilution and corporate cash flow.

DEUs financial

"The DEUs are subject to the same terms and conditions as the underlying equity awards"

grant, award, or other acquisition financial

"transaction_code_description": "Grant, award, or other acquisition""

FAQ

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

What insider transaction did Jackson Financial (JXN) report for Martin J. Lippert?

Jackson Financial director Martin J. Lippert received 399.4 additional common shares as a grant. These represent dividend equivalent units on existing restricted share units and carry the same terms as the underlying awards, rather than an open-market purchase.

How many Jackson Financial (JXN) shares did Martin J. Lippert acquire in this Form 4?

Martin J. Lippert acquired 399.4 shares of Jackson Financial common stock. The filing classifies this as a grant or award, issued at a stated price of $0.00 per share as dividend equivalent units tied to previously granted restricted share units.

What are dividend equivalent units (DEUs) in the Jackson Financial (JXN) Form 4?

In this filing, dividend equivalent units are additional restricted share units credited as if dividends were paid on existing awards. The Form 4 notes these DEUs are subject to the same terms and conditions as the underlying restricted share unit equity awards.

What is Martin J. Lippert’s Jackson Financial (JXN) shareholding after this transaction?

After the reported grant, Martin J. Lippert directly holds 47,635.01 shares of Jackson Financial common stock. This total includes the 399.4 shares received as dividend equivalent units on his existing restricted share unit awards.

Was the Jackson Financial (JXN) Form 4 transaction a market buy or sell?

The Form 4 does not show a market buy or sell. Instead, it reports an acquisition coded as a grant or award, reflecting 399.4 dividend equivalent units on restricted share units credited at a stated price of $0.00 per share.

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

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Accepted by SEC EDGAR 06/29/2026 - 03:16 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^*

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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/25/2026

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(1)	06/25/2026		A		399.4	A	$0.00	47,635.01	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. These shares reflect additional restricted share units received as dividend equivalent units ("DEUs") on restricted share units. The DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Remarks:

Power of Attorney on file.

	/s/ Kristan L. Richardson, as Attorney-in-Fact	06/29/2026
	** 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)