Jackson Financial Inc.·4

Mar 30, 12:33 PM ET

Chelko Carrie 4

4 · Jackson Financial Inc. · Filed Mar 30, 2026

Research Summary

AI-generated summary of this filing

Updated

Jackson Financial (JXN) EVP Chelko Carrie Receives Award

What Happened
Chelko Carrie, EVP and General Counsel of Jackson Financial (JXN), was credited with three awards on March 26, 2026 totaling 120.44 restricted share units (RSUs) — 30.42, 41.34 and 48.68 shares — each recorded at $0.00. These were dividend equivalents paid in the form of RSUs and not open-market purchases or sales.

Key Details

  • Transaction date: 2026-03-26; Filing date: 2026-03-30. The filing does not show a late-filing flag.
  • Awards: 30.42 RSUs @ $0.00 (F1), 41.34 RSUs @ $0.00 (F2), 48.68 RSUs @ $0.00 (F3) — total 120.44 RSUs.
  • Consideration: $0.00 (dividend equivalents credited as RSUs).
  • Shares owned after transaction: not specified in the provided filing summary.
  • Footnotes:
    • F1: RSU dividend equivalents follow terms of underlying equity granted 3/10/2024, vesting subject to continued employment.
    • F2: Same as above for the grant dated 3/10/2025.
    • F3: Same as above for the grant dated 3/10/2026.
  • Administrative note: Power of Attorney is on file.

Context
These entries are awards (dividend equivalents) rather than purchases or sales, meaning they reflect company-crediting of RSUs tied to prior equity grants. Such dividend-equivalent RSUs typically vest according to the original award schedules and require continued employment to convert into actual shares; they are routine compensation adjustments and do not by themselves indicate insider buying or selling sentiment.

Insider Transaction Report

Form 4
Period: 2026-03-26
Chelko Carrie
EVP and General Counsel
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-26+30.4288,203.51 total
  • Award

    Common Stock

    [F2]
    2026-03-26+41.3488,244.85 total
  • Award

    Common Stock

    [F3]
    2026-03-26+48.6888,293.53 total
Footnotes (3)
  • [F1]Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2024, subject to continued employment through each vesting date.
  • [F2]Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2025, subject to continued employment through each vesting date.
  • [F3]Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions as the underlying equity granted to the reporting person on March 10, 2026, subject to continued employment through each vesting date.
Signature
/s/ Kristan L. Richardson, as Attorney-in-Fact|2026-03-30

Documents

1 file
  • 4
    form4.xmlPrimary

    STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES