Jackson Financial Inc.·4

Jun 29, 3:14 PM ET

Chelko Carrie 4

4 · Jackson Financial Inc. · Filed Jun 29, 2026

Research Summary

AI-generated summary of this filing

Updated

Jackson Financial (JXN) EVP Carrie Chelko Receives Award

What Happened Carrie Chelko, EVP and General Counsel of Jackson Financial (JXN), was granted three awards on June 25, 2026, totaling 120.88 restricted share units (RSUs) — 30.53, 41.49 and 48.86 RSUs — recorded as acquisitions at $0.00 per share (no cash paid). These awards are dividend equivalents credited in the form of RSUs tied to prior equity grants and are subject to the same terms and continued-employment vesting schedules as the underlying grants from March 10, 2024, March 10, 2025 and March 10, 2026.

Key Details

  • Transaction date: 2026-06-25 (filed on 2026-06-29; filing appears timely).
  • Transaction type/code: A = Award/Grant; each lot reported at $0.00 per share.
  • Shares received: 30.53 RSUs (F1), 41.49 RSUs (F2), 48.86 RSUs (F3) — total 120.88 RSUs.
  • Footnotes: F1–F3 — these are dividend equivalents converted into RSUs and vest according to the original grant terms (March 10, 2024; March 10, 2025; March 10, 2026), conditioned on continued employment through each vest date.
  • Shares owned after transaction: Not specified in the provided filing excerpt.
  • Remarks: Power of Attorney on file.

Context

  • These entries are awards (not open-market purchases or sales). Dividend-equivalent RSUs are a form of compensation that accrues value tied to the company stock but do not involve an immediate cash payment or market trade. They typically vest over time and may convert into shares later if vesting conditions are met.

Insider Transaction Report

Form 4
Period: 2026-06-25
Chelko Carrie
EVP and General Counsel
Transactions
  • Award

    Common Stock

    [F1]
    2026-06-25+30.5388,324.06 total
  • Award

    Common Stock

    [F2]
    2026-06-25+41.4988,365.55 total
  • Award

    Common Stock

    [F3]
    2026-06-25+48.8688,414.41 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|2026-06-29

Documents

1 file
  • 4
    form4.xmlPrimary

    STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES