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4//SEC Filing

Wadsten Marcia Lynn 4

Accession 0001062993-23-022758

CIK 0001822993other

Filed

Dec 17, 7:00 PM ET

Accepted

Dec 18, 4:39 PM ET

Size

474.3 KB

Accession

0001062993-23-022758

Insider Transaction Report

Form 4
Period: 2023-12-14
Wadsten Marcia Lynn
DirectorEVP and CFO
Transactions
  • Award

    Common Stock

    2023-12-14+134.41161,679.41 total
  • Award

    Common Stock

    2023-12-14+198.88161,878.29 total
  • Award

    Common Stock

    2023-12-14+274.86162,169.5 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 underlying equity granted to the recipient as part of the October 2021 Annual Grant. 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 vested 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 are distributed and fractional shares are applied to 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 underlying equity granted to the recipient as part of the March 2022 Annual Grant. 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 are distributed and fractional shares are applied to 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 underlying equity granted to the recipient as part of the March 2023 Annual Grant. 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. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.
  • [F4]The total reflects adjustments to correct inadvertent errors in the number of shares awarded in the March 10, 2023, equity grant, and subsequent accruals of dividend equivalent units in March, June, and September, the number of RSUs that vested on an accelerated basis on November 29, 2023, and the number of shares withheld on that date.

Issuer

Jackson Financial Inc.

CIK 0001822993

Entity typeother

Related Parties

1
  • filerCIK 0001855725

Filing Metadata

Form type
4
Filed
Dec 17, 7:00 PM ET
Accepted
Dec 18, 4:39 PM ET
Size
474.3 KB