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Jackson Financial (NYSE: JXN) SVP Anderson receives dividend-equivalent RSU and stock grants

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Jackson Financial Inc. senior vice president and controller Craig A. Anderson reported compensation-related equity awards. On March 26, 2026, he acquired 13.5800 restricted share units tied to dividend equivalents and multiple small grants of Common Stock at no cash cost. These awards relate to earlier equity grants and are subject to continued employment through each vesting date. Following these transactions, he directly holds 1,611.8200 restricted share units and 8,319.3200 shares of Common Stock.

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Insider Anderson Craig A.
Role SVP and Controller
Type Security Shares Price Value
Grant/Award Restricted Share Units 13.58 $0.00 --
Grant/Award Common Stock 8.25 $0.00 --
Grant/Award Common Stock 23.72 $0.00 --
Grant/Award Common Stock 29.28 $0.00 --
Holdings After Transaction: Restricted Share Units — 1,611.82 shares (Direct); Common Stock — 8,266.32 shares (Direct)
Footnotes (1)
  1. 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 September 10, 2024, subject to continued employment through each vesting date. 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. 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. 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.
RSUs granted 13.5800 restricted share units Acquisition on March 26, 2026 as dividend equivalents
Common Stock grant example 29.2800 shares One of several Common Stock awards on March 26, 2026
RSU holdings after 1,611.8200 restricted share units Direct holdings following reported transactions
Common Stock holdings after 8,319.3200 shares Direct Common Stock position after grants
Award price 0.0000 per share All reported grants carried no cash exercise price
Restricted Share Units financial
"Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions"
Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.
dividend equivalents financial
"Acquired dividend equivalents in the form of restricted share units that are subject to the same terms and conditions"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
vesting date financial
"subject to continued employment through each vesting date"
continued employment financial
"subject to continued employment through each vesting date"
Continued employment means that an individual remains in their current job without interruption. For investors, it signals stability and ongoing work that can affect company performance and future prospects. Like a steady heartbeat for a business, sustained employment helps ensure consistent operations and financial health.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Anderson Craig A.
(Last)(First)(Middle)
1 CORPORATE WAY
(Street)
LANSING MICHIGAN 48951
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
Jackson Financial Inc. [ JXN ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP and Controller
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/26/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock(1)03/26/2026A8.25A$0.008,266.32D
Common Stock(2)03/26/2026A23.72A$0.008,290.04D
Common Stock(3)03/26/2026A29.28A$0.008,319.32D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Share Units(4)03/26/2026A13.58 (4) (4)Common Stock13.58$0.001,611.82D
Explanation of Responses:
1. 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 September 10, 2024, subject to continued employment through each vesting date.
2. 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.
3. 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.
4. 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.
Remarks:
Power of Attorney on file.
/s/ Kristan L. Richardson, as Attorney-in-Fact03/30/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did JXN executive Craig A. Anderson report in this Form 4?

Craig A. Anderson reported equity compensation awards, not open-market trades. He acquired restricted share units and small Common Stock grants as dividend equivalents tied to prior equity awards, all at zero price, increasing his direct holdings in Jackson Financial Inc.

How many restricted share units does the JXN executive hold after these transactions?

After these transactions, Craig A. Anderson holds 1,611.8200 restricted share units. These units stem from dividend equivalents linked to earlier equity grants and remain subject to vesting conditions that require his continued employment through specified vesting dates.

How many JXN Common Stock shares does Craig A. Anderson hold following the grants?

Following the reported grants, Craig A. Anderson directly holds 8,319.3200 shares of Common Stock. The additional shares were awarded as small, no-cost grants credited as dividend equivalents on existing restricted share unit awards granted in prior years.

Were Craig A. Anderson’s JXN equity transactions open-market buys or sales?

The transactions were grants/awards, not market buys or sales. All entries use transaction code "A" for acquisitions, with a transaction price per share of 0.0000, indicating compensation-related awards instead of purchases or sales in the open market.

What do the dividend-equivalent restricted share units mean for JXN’s executive?

Dividend-equivalent restricted share units give the executive additional units when dividends are paid, mirroring cash dividends on underlying awards. For Craig A. Anderson, these units follow the same terms as earlier equity grants and require continued employment until each vesting date.