Jackson Financial SVP has 218 shares withheld

Jackson Financial’s SVP and Controller had shares withheld to cover taxes on vested RSUs, leaving him with 8,162.73 JXN shares directly held.

Available on EDGAR 09/14/2026 - 03:07 PM EDT Accepted by SEC EDGAR 09/14/2026 - 03:07 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Jackson Financial Inc. (JXN) reports that SVP and Controller Craig A. Anderson had 218.07 shares of common stock withheld on September 10, 2026 to satisfy his tax withholding obligation upon vesting of the second tranche of restricted share units granted on September 10, 2024. The RSUs convert 1:1 into common stock, and after this tax-withholding disposition he directly holds 8,162.73 shares of JXN common stock. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Tax Withholding: 218.07 shares

Tax Withholding 1 txn

Insider Anderson Craig A.

Role SVP and Controller

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	218.07	$138.36	$30K

Holdings After Transaction: Common Stock — 8,162.73 shares (Direct)

Holdings Before and After: Common Stock, 8,380.8 to 8,162.73 shares (Direct)

Footnotes (1)

1. F1. Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the September 10, 2024, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person.

Key Figures

Shares withheld for taxes: 218.07 shares Price per share for tax withholding: $138.36 per share Shares owned after transaction: 8,162.73 shares +1 more

4 metrics

Shares withheld for taxes 218.07 shares Common stock withheld on September 10, 2026 to satisfy tax withholding on vested RSUs

Price per share for tax withholding $138.36 per share Applied to 218.07 shares withheld on September 10, 2026

Shares owned after transaction 8,162.73 shares Directly held JXN common stock by Craig A. Anderson following the September 10, 2026 transaction

RSU conversion ratio 1 share of common stock per RSU RSUs from the September 10, 2024 grant convert 1:1 into common stock

Key Terms

restricted share units ("RSUs"), tax withholding obligation, Power of Attorney

3 terms

restricted share units ("RSUs") financial

"upon vesting of the second tranche of the September 10, 2024, restricted share units ("RSUs")"

tax withholding obligation financial

"Shares withheld to pay the reporting person's tax withholding obligation upon vesting"

Power of Attorney regulatory

"Power of Attorney on file."

A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.

FAQ

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

What insider transaction did JXN report for Craig A. Anderson?

JXN reported that SVP and Controller Craig A. Anderson had 218.07 shares of common stock withheld on September 10, 2026 to cover his tax withholding obligation upon vesting of a tranche of previously granted restricted share units.

How many JXN shares does Craig A. Anderson hold after this transaction?

Following the September 10, 2026 tax-withholding disposition, Craig A. Anderson directly holds 8,162.73 shares of Jackson Financial Inc. common stock, as reported in the Form 4 filing.

Was the JXN insider transaction a market sale or a tax withholding event?

The transaction was reported as shares withheld to pay tax withholding obligations on vested RSUs, not as an open-market sale. 218.07 shares were withheld to satisfy taxes when the second tranche of the September 10, 2024 RSU grant vested.

What is the value per JXN share used for Craig A. Anderson’s tax withholding?

For the September 10, 2026 tax-withholding transaction, the Form 4 reports a price of $138.36 per share applied to the 218.07 shares withheld to satisfy Craig A. Anderson’s tax withholding obligation.

Do Craig A. Anderson’s RSUs in JXN convert into common stock at a fixed ratio?

Yes. The footnote states that the restricted share units will convert 1:1 into common stock. Upon vesting, net shares were distributed to Craig A. Anderson after withholding some shares to cover his tax obligation.

Was the JXN insider transaction under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not checked, and there is no footnote indicating a trading plan. The reported tax-withholding disposition was therefore not stated as being made under a Rule 10b5-1 plan.

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

Form 4 Insider Transactions: What Each Field Means →

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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 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)
	SVP and Controller

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/10/2026

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	09/10/2026		F		218.07(1)	D	$138.36	8,162.73	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 withheld to pay the reporting person's tax withholding obligation upon vesting of the second tranche of the September 10, 2024, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and any related fractional share was applied to cover the tax obligation for the reporting person.

Remarks:

Power of Attorney on file.

	/s/ Kristan L. Richardson, as Attorney-in-Fact	09/14/2026
	** 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)