0001062993-23-013841.txt : 20230620 0001062993-23-013841.hdr.sgml : 20230620 20230620163945 ACCESSION NUMBER: 0001062993-23-013841 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230615 FILED AS OF DATE: 20230620 DATE AS OF CHANGE: 20230620 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lawton Drew CENTRAL INDEX KEY: 0001605553 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40274 FILM NUMBER: 231025801 MAIL ADDRESS: STREET 1: 1 CORPORATE WAY CITY: LANSING STATE: MI ZIP: 48951 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Jackson Financial Inc. CENTRAL INDEX KEY: 0001822993 STANDARD INDUSTRIAL CLASSIFICATION: LIFE INSURANCE [6311] IRS NUMBER: 980486152 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1 CORPORATE WAY CITY: LANSING STATE: MI ZIP: 48951 BUSINESS PHONE: 517-381-5500 MAIL ADDRESS: STREET 1: 1 CORPORATE WAY CITY: LANSING STATE: MI ZIP: 48951 4 1 form4.xml STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES X0407 4 2023-06-15 0001822993 Jackson Financial Inc. JXN 0001605553 Lawton Drew 1 CORPORATE WAY LANSING MI 48951 1 0 0 0 0 Common Stock 2023-06-15 4 A 0 125.95 0.00 A 20843.40 D Common Stock 2023-06-15 4 A 0 90.06 0.00 A 20933.46 D Common Stock 2023-06-15 4 A 0 91.64 0.00 A 21025.10 D Common Stock 2023-06-15 4 A 0 113.91 0.00 A 21139.01 D Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs fully vested on the first anniversary of the grant date, October 4, 2022. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs fully vested on June 9,2023. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash. Power of Attorney on file. /s/ Kristan L. Richardson, as Attorney-in-Fact 2023-06-20