Form 4: Jackson Financial Inc. Executive Acquires Dividend Equivalents in Restricted Share Units

Craig A. Anderson, SVP and Controller of Jackson Financial Inc., reports acquisition of dividend equivalents in the form of restricted share units (RSUs).

Summary

• On March 20, 2025, Craig A. Anderson, SVP and Controller of Jackson Financial Inc., acquired dividend equivalents in the form of restricted share units (RSUs).
• These RSUs are subject to the same terms and conditions as the underlying equity granted for the mid-cycle RSUs grant on September 10, 2024, and the annual RSUs grants on March 10, 2023, March 10, 2024 and March 10, 2025.
• The transactions resulted in Anderson beneficially owning 5,469.68 and 5,508.11 shares of common stock, and 4,536.22 and 4,565.55 restricted share units.
• The price for the acquired dividend equivalents was $0.00.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive as it reflects routine compensation practices and alignment of management interests with shareholders.

Positives

• The acquisition of dividend equivalents in the form of RSUs suggests continued alignment of the executive's interests with those of the shareholders.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. This filing indicates the acquisition of dividend equivalents, which is a common practice for equity-based compensation.

Stakeholder Impact

• The acquisition of dividend equivalents in RSUs has a minor positive impact on stakeholders by aligning management's interests with those of shareholders.

Key Dates

Keywords

Form 4, Jackson Financial Inc., JXN, Craig A. Anderson, SVP and Controller, Dividend Equivalents, Restricted Share Units, RSUs, Beneficial Ownership, Insider Transaction