STOCK TITAN

Jackson Financial (JXN) director receives 373.53 dividend-equivalent share units

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

Rhea-AI Filing Summary

Jackson Financial Inc. director Lippert Martin J received an award of 373.53 shares of Common Stock in the form of additional restricted share units. According to the footnote, these units were granted as dividend equivalent units on existing restricted share units and are subject to the same terms and conditions as the underlying awards. Following this acquisition, his directly owned Common Stock position reported in this filing is 44,341.61 shares.

Positive

  • None.

Negative

  • None.
Insider Lippert Martin J
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 373.53 $0.00 --
Holdings After Transaction: Common Stock — 44,341.61 shares (Direct)
Footnotes (1)
  1. [object Object]
Restricted share units granted 373.53 shares Dividend equivalent units on restricted share units, transaction on 2026-03-26
Shares owned after transaction 44,341.61 shares Common Stock directly owned after award on 2026-03-26
Grant price per share $0.00 per share Reported transaction price for the restricted share unit grant
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"
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""
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)
03/26/2026
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)03/26/2026A373.53A$0.0044,341.61D
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. 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-Fact03/30/2026
** 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)

FAQ

What did Jackson Financial (JXN) director Lippert Martin J report on this Form 4?

He reported acquiring 373.53 shares of Jackson Financial Common Stock as additional restricted share units. A footnote explains these were dividend equivalent units on existing restricted share units, subject to the same terms as the underlying equity awards.

How many Jackson Financial (JXN) shares does Lippert Martin J hold after this transaction?

After this transaction, his directly held position is 44,341.61 shares of Jackson Financial Common Stock. This figure comes from the post-transaction ownership column in the Form 4’s non-derivative transaction table.

What are the dividend equivalent units (DEUs) reported for Jackson Financial (JXN)?

The filing describes DEUs as additional restricted share units received as dividend equivalent units on restricted share units. It states these DEUs are subject to the same terms and conditions as the underlying equity awards on which they accrue.

Was the Jackson Financial (JXN) Form 4 transaction a market purchase or sale?

No market purchase or sale was reported. The Form 4 shows a grant or award acquisition coded as “A,” representing 373.53 additional restricted share units rather than an open-market buy or sell transaction.

Is the Jackson Financial (JXN) Form 4 transaction classified as direct or indirect ownership?

The transaction is classified as direct ownership. The Form 4 indicates the shares following the transaction are held directly, using the ownership code and description for direct holdings in the non-derivative table.