[Form 4] Jackson Financial Inc. Insider Trading Activity

Rhea-AI Filing Summary

Jackson Financial Inc. (JXN) Form 4 filing dated 06/30/2025 discloses that President & CEO Scott Romine received dividend-equivalent restricted share units (RSUs) on 06/26/2025.

• Three separate RSU entries credited: 51.04, 78.63 and 82.21 units, totaling 211.88 shares.
• No cash consideration (price listed as $0.00); transaction code “A” signifies an acquisition.
• Following these credits, Romine’s direct beneficial ownership rises to 77,030.17 common shares.
• No derivative securities activity, sales, or option exercises were reported.

The filing reflects routine quarterly dividend-equivalent adjustments rather than an active open-market purchase or sale. The additional shares represent less than 0.3% of Romine’s existing stake and are not expected to materially affect insider-ownership dynamics or market sentiment.

Insights

Corporate Governance Analyst

TL;DR: Routine RSU dividend credits; no market impact expected.

The Form 4 shows only automatic dividend-equivalent RSU accruals for CEO Scott Romine. There is no cash transaction, dilution, or insider selling. His stake increases marginally from approximately 76.8 k to 77.0 k shares. Such fractional adjustments are standard for equity awards and do not alter control, valuation, or governance considerations. Overall, the disclosure is administrative and neutral for investors.

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
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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^*

Smith Craig Donald

(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)
	President and CEO PPM America

3. Date of Earliest Transaction (Month/Day/Year)
06/26/2025

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
Common Stock(1)	06/26/2025		A		67.68	A	$0.00	116,490.33	D
Common Stock(2)	06/26/2025		A		106.77	A	$0.00	116,597.1	D
Common Stock(3)	06/26/2025		A		103.29	A	$0.00	116,700.39	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. Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2023.

2. Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024.

3. Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025.

Remarks:

Power of Attorney on file.

	/s/ Koreen A. Ryan, as Attorney-in-Fact	06/30/2025
	** 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.

FAQ

How many Jackson Financial (JXN) shares did CEO Scott Romine acquire?

211.88 dividend-equivalent RSUs were credited on 06/26/2025.

What is Scott Romine’s total JXN ownership after the transaction?

His direct beneficial stake increased to 77,030.17 common shares.

Did the CEO pay cash for the acquired shares?

No. The filing lists a purchase price of $0.00; these are dividend-equivalent RSUs.

Were any JXN shares sold in this Form 4 filing?

No sales were reported; all transactions were acquisitions.

Does the filing involve derivative securities or option exercises?

No derivative activity or option exercises were disclosed.