Form 4: Jackson Financial Inc. Executive Carrie Chelko Reports Changes in Beneficial Ownership
SEC Form 4 Filing
Carrie Chelko, EVP and General Counsel of Jackson Financial Inc., reports the withholding of shares to cover tax obligations upon vesting of restricted and performance share units.
Summary
- On April 4, 2024, Carrie Chelko, EVP and General Counsel of Jackson Financial Inc., reported changes in beneficial ownership of the company's common stock.
- A total of 2,058.15 shares were withheld to cover tax obligations upon the vesting of the final tranche of the October 4, 2021 Restricted Share Unit Award at a price of $66.02.
- Additionally, 7,966.26 shares were withheld to cover tax obligations upon the vesting of the October 4, 2021 Performance Share Unit Award at a price of $66.02.
- Following these transactions, Chelko directly owns 66,952.1 shares of Jackson Financial Inc. common stock.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing regarding stock transactions related to executive compensation. It doesn't inherently convey positive or negative sentiment.
Industry Context
This filing is a routine disclosure related to executive compensation and tax obligations, common in publicly traded companies.
Stakeholder Impact
- The transaction has a minor impact on shareholders as it involves the withholding of shares for tax purposes, not a direct sale on the open market.
Key Dates
| Date | Description |
|---|---|
| 04/04/2024 | Date of transaction (withholding of shares for tax obligations). |
| 04/08/2024 | Date of signature by Attorney-in-Fact. |
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