How many Jackson Financial (JXN) share units vested and converted for Craig A. Anderson?

Three blocks of awards vested and converted 1:1 into common stock: 2,111.64 performance share units, 1,480.92 restricted share units from 2023, and 1,598.25 restricted share units from 2024. These events reflect scheduled vesting under previously granted long-term incentive awards.

[Form 4] Jackson Financial Inc. Insider Trading Activity

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Jackson Financial Inc. SVP and Controller Craig A. Anderson reported multiple equity compensation events involving performance and restricted share units on March 10, 2026. A total of 2111.64, 1480.92 and 1598.25 earned units vested and converted 1:1 into common stock, consistent with the plan terms.

The company then settled 2111.64, 1480.92 and 1598.25 converted shares in cash through dispositions to the issuer at $108.87 per share. In addition, 616.16 common shares were withheld to cover tax obligations upon vesting of March 10, 2025 restricted share units. Anderson also received a new grant of 3447.00 restricted share units, and following these transactions he directly owned 8258.07 shares of Jackson Financial common stock.

Insider Trade Summary

5,190.81 shares exercised/converted

Mixed 11 txns

Insider Anderson Craig A.

Role SVP and Controller

Type	Security	Shares	Price	Value
Exercise	restricted share units	2,111.64	$0.00	--
Exercise	restricted share units	1,480.92	$0.00	--
Exercise	restricted share units	1,598.25	$0.00	--
Exercise	Common Stock	2,111.64	$0.00	--
Disposition	Common Stock	2,111.64	$108.87	$230K
Exercise	Common Stock	1,480.92	$0.00	--
Disposition	Common Stock	1,480.92	$108.87	$161K
Exercise	Common Stock	1,598.25	$0.00	--
Disposition	Common Stock	1,598.25	$108.87	$174K
Tax Withholding	Common Stock	616.16	$0.00	--
Grant/Award	Common Stock	3,447	$0.00	--

Holdings After Transaction: restricted share units — 4,677.41 shares (Direct); Common Stock — 7,538.87 shares (Direct)

Footnotes (1)

Reflects the cliff vesting of the earned March 10, 2023, performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock. Reflects the vesting of the third and final tranche of the March 10, 2023, restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock. Reflects the vesting of the second tranche of the March 10, 2024, restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock. Reflects the cash settlement of 2111.64 converted earned March 10, 2023, performance share units and related converted dividend equivalents. Reflects the cash settlement of 1480.92 converted shares awarded as the March 10, 2023, restricted share units and related converted dividend equivalents. Reflects the cash settlement of 1598.25 converted shares awarded as the March 10, 2024, restricted share units and related converted dividend equivalents. Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2025, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person. Reflects the March 10, 2026, annual grant of restricted share units which vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date, subject to the reporting person's continued employment through such dates.

Form 4 Insider Transactions: What Each Field Means →

03/12/2026 - 04:19 PM

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

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)
03/10/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/10/2026		M		2,111.64⁽¹⁾	A	$0.00	7,538.87	D
Common Stock	03/10/2026		D		2,111.64⁽⁴⁾	D	$108.87	5,427.23	D
Common Stock	03/10/2026		M		1,480.92⁽²⁾	A	$0.00	6,908.15	D
Common Stock	03/10/2026		D		1,480.92⁽⁵⁾	D	$108.87	5,427.23	D
Common Stock	03/10/2026		M		1,598.25⁽³⁾	A	$0.00	7,025.48	D
Common Stock	03/10/2026		D		1,598.25⁽⁶⁾	D	$108.87	5,427.23	D
Common Stock	03/10/2026		F		616.16⁽⁷⁾	D	$0.00	4,811.07	D
Common Stock	03/10/2026		A		3,447⁽⁸⁾	A	$0.00	8,258.07	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
restricted share units	⁽¹⁾	03/10/2026		M⁽¹⁾			2,111.64⁽¹⁾	⁽¹⁾	⁽¹⁾	Common Stock	2,111.64	$0	4,677.41	D
restricted share units	⁽²⁾	03/10/2026		M⁽²⁾			1,480.92⁽²⁾	⁽²⁾	⁽²⁾	Common Stock	1,480.92	$0	3,196.49	D
restricted share units	⁽³⁾	03/10/2026		M⁽³⁾			1,598.25⁽³⁾	⁽³⁾	⁽³⁾	Common Stock	1,598.25	$0	1,598.24	D

Explanation of Responses:

1. Reflects the cliff vesting of the earned March 10, 2023, performance share units ("PSUs") and related dividend equivalents, which are paid out in cash. The PSUs will convert 1:1 into common stock.

2. Reflects the vesting of the third and final tranche of the March 10, 2023, restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

3. Reflects the vesting of the second tranche of the March 10, 2024, restricted share units ("RSUs") and related dividend equivalents, which are paid out in cash. The RSUs will convert 1:1 into common stock.

4. Reflects the cash settlement of 2111.64 converted earned March 10, 2023, performance share units and related converted dividend equivalents.

5. Reflects the cash settlement of 1480.92 converted shares awarded as the March 10, 2023, restricted share units and related converted dividend equivalents.

6. Reflects the cash settlement of 1598.25 converted shares awarded as the March 10, 2024, restricted share units and related converted dividend equivalents.

7. Shares withheld to pay the reporting person's tax withholding obligation upon vesting of the first tranche of the March 10, 2025, restricted share units ("RSUs"). The RSUs will convert 1:1 into common stock. Upon vesting, net shares were distributed and the related fractional share was applied to cover the tax obligation for the reporting person.

8. Reflects the March 10, 2026, annual grant of restricted share units which vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date, subject to the reporting person's continued employment through such dates.

Remarks:

Power of Attorney on file.

	/s/ Kristan L. Richardson, as Attorney-in-Fact	03/12/2026
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Jackson Financial (JXN) executive Craig A. Anderson report on this Form 4?

Craig A. Anderson reported vesting, conversions, and settlements of equity awards, plus a new share grant. Performance and restricted share units converted into common stock, some shares were settled in cash or withheld for taxes, and he received 3,447 new restricted share units.

At what price were Craig A. Anderson’s Jackson Financial shares settled in cash?

Converted shares from vested awards were settled in cash at a transaction price of $108.87 per share. This applied to 2,111.64, 1,480.92, and 1,598.25 common shares, which the issuer received as part of cash settlement for those performance and restricted share units.

How many Jackson Financial shares were withheld for Craig A. Anderson’s taxes?

A total of 616.16 common shares were withheld to cover Craig A. Anderson’s tax obligations. This withholding related to the vesting of the first tranche of March 10, 2025 restricted share units, where net shares were distributed and fractional shares applied toward the tax liability.

What new equity award did Craig A. Anderson receive from Jackson Financial (JXN)?

He received an annual grant of 3,447.00 restricted share units on March 10, 2026. These restricted share units vest in three equal tranches on a 1:1 basis into common stock, beginning on the first anniversary of the grant date, subject to continued employment.

How many Jackson Financial shares does Craig A. Anderson own after these transactions?

After all reported transactions, Craig A. Anderson directly owned 8,258.07 shares of Jackson Financial common stock. This figure reflects the combined effect of unit conversions, cash settlements, tax withholding, and the new stock award reported in the Form 4.