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4//SEC Filing

Wadsten Marcia Lynn 4

Accession 0001062993-23-018202

CIK 0001822993other

Filed

Sep 17, 8:00 PM ET

Accepted

Sep 18, 6:55 PM ET

Size

476.1 KB

Accession

0001062993-23-018202

Insider Transaction Report

Form 4
Period: 2023-09-14
Wadsten Marcia Lynn
DirectorEVP and CFO
Transactions
  • Award

    Common Stock

    2023-09-14+251177,246.28 total
  • Award

    Common Stock

    2023-09-14+339.26176,597.71 total
  • Award

    Common Stock

    2023-09-14+397.57176,995.28 total
  • Award

    Common Stock

    2023-09-14+357.85177,604.13 total
Footnotes (4)
  • [F1]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 as part of the October 2021 Annual Grant of 30,007 RSUs. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vests on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.
  • [F2]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 as part of the 2021 Executive Founders' Award of 46,886 RSUs. These 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 remaining half vests on the two-year anniversary of the grant date, October 4, 2023. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.
  • [F3]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 as part of the March 2022 Annual Grant of 22,494 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.
  • [F4]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 as part of the March 2023 Annual Grant of 22,068 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Issuer

Jackson Financial Inc.

CIK 0001822993

Entity typeother

Related Parties

1
  • filerCIK 0001855725

Filing Metadata

Form type
4
Filed
Sep 17, 8:00 PM ET
Accepted
Sep 18, 6:55 PM ET
Size
476.1 KB