Jackson Financial Inc. EVP and CFO Brian Michael Walta filed a Form 4 on November 12, 2026, disclosing a promotion-related grant of 884 restricted share units in Common Stock acquired on November 10, 2026, at no cost.
Key Highlights
- Reporting person: Brian Michael Walta, EVP and CFO of Jackson Financial Inc.
- Transaction: Acquisition (Code A) of 884 restricted share units of Common Stock on November 10, 2026, at a price of $0.00.
- Grant basis: According to the filing, the award reflects a "promotion-related grant of restricted share units."
- Vesting schedule: The RSUs vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date.
- Beneficial ownership following transaction: 9,251.56 shares of Common Stock held directly.
- Exchange and ticker: NYSE:JXN, as stated in the filing.
Walta's Promotion-Related RSU Grant at Jackson Financial
According to the Form 4 filed with the SEC on November 12, 2026, Brian Michael Walta, identified in the filing as EVP and CFO of Jackson Financial Inc. (NYSE:JXN), received 884 restricted share units of Common Stock on November 10, 2026. The transaction is coded "A" (acquired), and the price per unit is listed as $0.00, consistent with a grant rather than an open-market purchase. The filing states the grant was made in connection with a promotion.
The filing's footnote explains that the RSUs "vest on a 1:1 basis in three equal tranches, beginning on the first anniversary of the grant date." No expiration date for a derivative security is listed, as the RSUs are reported in Table I as non-derivative securities. Following the reported transaction, Walta's direct beneficial ownership of Common Stock stands at 9,251.56 shares, according to the filing.
The Form 4 was signed by Kristan L. Richardson as Attorney-in-Fact, with a power of attorney noted as on file. The filing was submitted by one reporting person and covers a single transaction dated November 10, 2026.
What Was Disclosed
Jackson Financial Inc. EVP and CFO Brian Michael Walta disclosed the acquisition of 884 restricted share units at $0.00 as a promotion-related grant on November 10, 2026, bringing his direct beneficial ownership to 9,251.56 shares of Common Stock.




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