Jackson Financial SVP awarded 2,111.64 RSUs

Jackson Financial Inc. officer Craig A. Anderson reported an acquisition of restricted share units tied to company stock-based compensation.

Rhea-AI Filing Summary

Jackson Financial Inc. officer Craig A. Anderson reported an acquisition of restricted share units tied to company stock-based compensation. On February 2, 2026, he acquired 2,111.64 restricted share units at a price of $0.00, bringing his total derivative holdings to 6,789.05 units held directly. These units were earned based on performance metrics from a 2023 Performance Share Unit Award and cliff vest on March 10, 2026, subject to continued employment. Each unit represents a contingent right to receive one share of JFI common stock, and upon vesting the award will settle in cash.

Insider Trade Summary

Grant/Award: 2,111.64 shares

Grant/Award 1 txn

Insider Anderson Craig A.

Role SVP and Controller

Type	Security	Shares	Price	Value
Grant/Award	restricted share units	2,111.64	$0.00	$0.00

Holdings After Transaction: restricted share units — 6,789.05 contracts (Direct)

Footnotes (2)

1. F1. Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award that cliff vest on March 10, 2026, subject to continued employment through such date. Upon vesting, shares will settle in cash.
2. F2. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

FAQ

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What insider transaction did Jackson Financial Inc. (JXN) report for Craig A. Anderson?

Jackson Financial Inc. reported that SVP and Controller Craig A. Anderson acquired 2,111.64 restricted share units on February 2, 2026 at $0.00 per unit. Following this transaction, he beneficially owned 6,789.05 derivative securities in the form of restricted share units directly.

What are the terms of the 2023 Performance Share Unit Award for JXN reported here?

The filing shows units earned under a 2023 Performance Share Unit Award that cliff vest on March 10, 2026, conditional on continued employment through that date. The award was earned based on achievement of specified performance metrics and will settle in cash when the shares vest.

How many Jackson Financial (JXN) restricted share units does Craig A. Anderson hold after this Form 4?

After the reported acquisition, Craig A. Anderson beneficially owns 6,789.05 derivative securities in the form of restricted share units. These units are held directly and each represents a contingent right to receive one share of JFI common stock, subject to the vesting and settlement terms.

How do the Jackson Financial (JXN) restricted share units reported on this Form 4 work?

Each restricted share unit reported represents a contingent right to receive one share of JFI common stock. The units were earned based on performance criteria and will cliff vest on March 10, 2026, assuming continued employment. Upon vesting, the underlying shares will settle in cash, not stock delivery.

What is the vesting schedule for the Jackson Financial (JXN) award reported by Craig A. Anderson?

The award reflected in the filing cliff vests on March 10, 2026. Vesting depends on Anderson’s continued employment through that date. The units were earned from a 2023 Performance Share Unit Award that used performance metrics, and once vested, the shares tied to the units will settle in cash.

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

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Accepted by SEC EDGAR 02/04/2026 - 04:21 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^*

Anderson Craig A.

(Last) (First) (Middle)

1 CORPORATE WAY

(Street)

LANSING MI 48951

(City) (State) (Zip)

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)
	SVP and Controller

3. Date of Earliest Transaction (Month/Day/Year)
02/02/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

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

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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

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
restricted share units(1)	(2)	02/02/2026		A(2)		2,111.64(2)		(2)	(2)	Common Stock	2,111.64	$0.00	6,789.05	D

Explanation of Responses:

1. Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2023 Performance Share Unit Award that cliff vest on March 10, 2026, subject to continued employment through such date. Upon vesting, shares will settle in cash.

2. Each restricted share unit represents a contingent right to receive one share of JFI common stock.

Remarks:

Power of Attorney on file.

	/s/ Kristan L. Richardson, as Attorney-in-Fact	02/04/2026
	** 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.