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Nasdaq · USD

BHF

Brighthouse Financial, Inc.

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1737
SEC CIK
0001685040
Parsed reports
281

Last 12 months

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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 01, 2023 Filed Mar 3, 2023 17:42 UTC
Rosenthal JohnEVP & Chief Investment Officer
Exercise / conversionRestricted Stock Units · Derivative 5,115 $0.00 $0.00
Disclosure

SEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · derivative · entry 5

Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,115 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F4 · derivative.exercise_date: Represents the vesting of the final tranche of the 2020 RSU award.

F4 · derivative.expiration_date: Represents the vesting of the final tranche of the 2020 RSU award.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:42 UTC
Rosenthal JohnEVP & Chief Investment Officer
Tax withholdingCommon Stock 13,158 $58.35 $767,769.30
Disclosure

SEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 4

Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,058

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:42 UTC
Rosenthal JohnEVP & Chief Investment Officer
GrantCommon Stock 26,010 $58.35 $1,517,683.50
Disclosure

SEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 3

Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,216

F3 · shares: Shares acquired from the payout of the 2020 Performance Share Unit award. The number of shares issued was based on the achievement of performance goals over the 2020-2022 performance period.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:42 UTC
Rosenthal JohnEVP & Chief Investment Officer
Tax withholdingCommon Stock 6,824 $58.35 $398,180.40
Disclosure

SEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 2

Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,206

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:42 UTC
Rosenthal JohnEVP & Chief Investment Officer
Exercise / conversionCommon Stock 13,373 Not disclosed Not disclosed
Disclosure

SEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 1

Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,030

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon the vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2020, March 2021 and March 2022.

F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
GrantRestricted Stock Units · Derivative 30,848 $0.00 $0.00
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · derivative · entry 8

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,848

Underlying: Common Stock · 30,848 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F7 · derivative.exercise_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

F7 · derivative.expiration_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 12,485 $0.00 $0.00
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · derivative · entry 7

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,968

Underlying: Common Stock · 12,485 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F6 · derivative.exercise_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

F6 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 11,881 $0.00 $0.00
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · derivative · entry 6

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,882

Underlying: Common Stock · 11,881 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F5 · derivative.exercise_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

F5 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 13,679 $0.00 $0.00
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · derivative · entry 5

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,679 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F4 · derivative.exercise_date: Represents the vesting of the final tranche of the 2020 RSU award.

F4 · derivative.expiration_date: Represents the vesting of the final tranche of the 2020 RSU award.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
Tax withholdingCommon Stock 47,824 $58.35 $2,790,530.40
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · nonDerivative · entry 4

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 326,770

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
GrantCommon Stock 108,198 $58.35 $6,313,353.30
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · nonDerivative · entry 3

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 374,594

F3 · shares: Shares acquired from the payout of the 2020 Performance Share Unit award. The number of shares issued was based on the achievement of performance goals over the 2020-2022 performance period.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
Tax withholdingCommon Stock 16,818 $58.35 $981,330.30
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · nonDerivative · entry 2

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 266,396

Read SEC document
March 01, 2023 Filed Mar 3, 2023 23:05 UTC
Steigerwalt Eric TDirector · President and CEO
Exercise / conversionCommon Stock 38,045 Not disclosed Not disclosed
Disclosure

SEC source: 0001535490-23-000002 · wf-form4_167788469860227.xml · nonDerivative · entry 1

Steigerwalt Eric T · CIK 0001535490 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 283,214

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon the vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2020, March 2021 and March 2022.

F2 · price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
GrantRestricted Stock Units · Derivative 5,638 $0.00 $0.00
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · derivative · entry 8

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,638

Underlying: Common Stock · 5,638 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F7 · derivative.exercise_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

F7 · derivative.expiration_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,998 $0.00 $0.00
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · derivative · entry 7

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,994

Underlying: Common Stock · 1,998 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F6 · derivative.exercise_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

F6 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 2,132 $0.00 $0.00
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · derivative · entry 6

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,133

Underlying: Common Stock · 2,132 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F5 · derivative.exercise_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

F5 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,739 $0.00 $0.00
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · derivative · entry 5

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,739 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F4 · derivative.exercise_date: Represents the vesting of the final tranche of the 2020 RSU award.

F4 · derivative.expiration_date: Represents the vesting of the final tranche of the 2020 RSU award.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
Tax withholdingCommon Stock 3,909 $58.35 $228,090.15
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · nonDerivative · entry 4

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,812

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
GrantCommon Stock 8,843 $58.35 $515,989.05
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · nonDerivative · entry 3

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,721

F3 · shares: Shares acquired from the payout of the 2020 Performance Share Unit award. The number of shares issued was based on the achievement of performance goals over the 2020-2022 performance period.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
Tax withholdingCommon Stock 2,676 $58.35 $156,144.60
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · nonDerivative · entry 2

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,878

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:56 UTC
Huss VondaEVP & Chief HR Officer
Exercise / conversionCommon Stock 5,869 Not disclosed Not disclosed
Disclosure

SEC source: 0001843659-23-000005 · wf-form4_167788413913318.xml · nonDerivative · entry 1

Huss Vonda · CIK 0001843659 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,554

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon the vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2020, March 2021 and March 2022.

F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:51 UTC
Lin AllieEVP & General Counsel
GrantRestricted Stock Units · Derivative 5,698 $0.00 $0.00
Disclosure

SEC source: 0001958035-23-000005 · wf-form4_167788388797237.xml · derivative · entry 6

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,698

Underlying: Common Stock · 5,698 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F6 · derivative.exercise_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

F6 · derivative.expiration_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:51 UTC
Lin AllieEVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 308 $0.00 $0.00
Disclosure

SEC source: 0001958035-23-000005 · wf-form4_167788388797237.xml · derivative · entry 5

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 615

Underlying: Common Stock · 308 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F5 · derivative.exercise_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

F5 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:51 UTC
Lin AllieEVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 351 $0.00 $0.00
Disclosure

SEC source: 0001958035-23-000005 · wf-form4_167788388797237.xml · derivative · entry 4

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 352

Underlying: Common Stock · 351 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F4 · derivative.exercise_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

F4 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:51 UTC
Lin AllieEVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 260 $0.00 $0.00
Disclosure

SEC source: 0001958035-23-000005 · wf-form4_167788388797237.xml · derivative · entry 3

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 260 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F3 · derivative.exercise_date: Represents the vesting of the final tranche of the 2020 RSU award.

F3 · derivative.expiration_date: Represents the vesting of the final tranche of the 2020 RSU award.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:51 UTC
Lin AllieEVP & General Counsel
Tax withholdingCommon Stock 456 $58.35 $26,607.60
Disclosure

SEC source: 0001958035-23-000005 · wf-form4_167788388797237.xml · nonDerivative · entry 2

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,336

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:51 UTC
Lin AllieEVP & General Counsel
Exercise / conversionCommon Stock 919 Not disclosed Not disclosed
Disclosure

SEC source: 0001958035-23-000005 · wf-form4_167788388797237.xml · nonDerivative · entry 1

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,792

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon the vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2020, March 2021 and March 2022.

F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
GrantRestricted Stock Units · Derivative 11,928 $0.00 $0.00
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · derivative · entry 8

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,928

Underlying: Common Stock · 11,928 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F7 · derivative.exercise_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

F7 · derivative.expiration_date: RSUs awarded in 2023 will vest in three substantially equal installments on the first business day in March 2024, 2025 and 2026.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 4,827 $0.00 $0.00
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · derivative · entry 7

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,654

Underlying: Common Stock · 4,827 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F6 · derivative.exercise_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

F6 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2022 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2024 and 2025.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 4,362 $0.00 $0.00
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · derivative · entry 6

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,362

Underlying: Common Stock · 4,362 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F5 · derivative.exercise_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

F5 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,906 $0.00 $0.00
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · derivative · entry 5

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,906 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

F4 · derivative.exercise_date: Represents the vesting of the final tranche of the 2020 RSU award.

F4 · derivative.expiration_date: Represents the vesting of the final tranche of the 2020 RSU award.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
Tax withholdingCommon Stock 8,780 $58.35 $512,313.00
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · nonDerivative · entry 4

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,919

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
GrantCommon Stock 19,863 $58.35 $1,159,006.05
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · nonDerivative · entry 3

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,699

F3 · shares: Shares acquired from the payout of the 2020 Performance Share Unit award. The number of shares issued was based on the achievement of performance goals over the 2020-2022 performance period.

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March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
Tax withholdingCommon Stock 5,836 $58.35 $340,530.60
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · nonDerivative · entry 2

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,836

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:47 UTC
Spehar Edward A.EVP & Chief Financial Officer
Exercise / conversionCommon Stock 13,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001784788-23-000002 · wf-form4_167788363196798.xml · nonDerivative · entry 1

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,672

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon the vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2020, March 2021 and March 2022.

F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:19 UTC
Lin AllieEVP & General Counsel
GrantCommon Stock 15 $38.35 $575.25
Disclosure

SEC source: 0001958035-23-000003 · wf-form4_167295353178009.xml · nonDerivative · entry 1

Lin Allie · CIK 0001958035 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 873

F1 · kind: Ms. Lin is voluntarily reporting the acquisition of shares of common stock under the Brighthouse Financial, Inc. Employee Stock Purchase Plan ("ESPP"), in which Ms. Lin participated prior to her appointment as Executive Vice President and General Counsel on December 12, 2022. Ms. Lin no longer participates in the ESPP. This transaction is exempt under Rule 16b-3(c).

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October 01, 2022 Filed Oct 3, 2022 18:08 UTC
Toscano KristineChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,470 $0.00 $0.00
Disclosure

SEC source: 0001882047-22-000004 · wf-form4_166483483894482.xml · derivative · entry 3

Toscano Kristine · CIK 0001882047 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,470 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F3 · derivative.exercise_date: Represents vesting of the first tranche of the October 2021 RSU grant on the one-year anniversary of grant.

F3 · derivative.expiration_date: Represents vesting of the first tranche of the October 2021 RSU grant on the one-year anniversary of grant.

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October 01, 2022 Filed Oct 3, 2022 18:08 UTC
Toscano KristineChief Accounting Officer
Tax withholdingCommon Stock 404 $43.42 $17,541.68
Disclosure

SEC source: 0001882047-22-000004 · wf-form4_166483483894482.xml · nonDerivative · entry 2

Toscano Kristine · CIK 0001882047 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,066

Read SEC document
October 01, 2022 Filed Oct 3, 2022 18:08 UTC
Toscano KristineChief Accounting Officer
Exercise / conversionCommon Stock 1,470 Not disclosed Not disclosed
Disclosure

SEC source: 0001882047-22-000004 · wf-form4_166483483894482.xml · nonDerivative · entry 1

Toscano Kristine · CIK 0001882047 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,470

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon vesting of the first tranche of Restricted Stock Units ("RSUs") granted in October 2021.

F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

Read SEC document
September 03, 2022 Filed Sep 7, 2022 00:10 UTC
Spehar Edward A.EVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 9,554 $0.00 $0.00
Disclosure

SEC source: 0001784788-22-000006 · wf-form4_166250942885779.xml · derivative · entry 3

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,554 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F3 · derivative.exercise_date: Represents vesting of the second and final tranche of the September 2019 RSU grant.

F3 · derivative.expiration_date: Represents vesting of the second and final tranche of the September 2019 RSU grant.

Read SEC document
September 03, 2022 Filed Sep 7, 2022 00:10 UTC
Spehar Edward A.EVP & Chief Financial Officer
Tax withholdingCommon Stock 4,246 $46.88 $199,052.48
Disclosure

SEC source: 0001784788-22-000006 · wf-form4_166250942885779.xml · nonDerivative · entry 2

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,577

Read SEC document
September 03, 2022 Filed Sep 7, 2022 00:10 UTC
Spehar Edward A.EVP & Chief Financial Officer
Exercise / conversionCommon Stock 9,554 Not disclosed Not disclosed
Disclosure

SEC source: 0001784788-22-000006 · wf-form4_166250942885779.xml · nonDerivative · entry 1

Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,823

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Payout of shares upon vesting of the second tranche of Restricted Stock Units ("RSUs") granted in September 2019.

F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 08:53 UTC
Lambert MylesEVP,Chief Dist.& Mktg, Officer
GrantRestricted Stock Units · Derivative 23,468 $0.00 $0.00
Disclosure

SEC source: 0001709267-22-000003 · wf-form4_165711198897470.xml · derivative · entry 1

Lambert Myles · CIK 0001709267 · EVP,Chief Dist.& Mktg, Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,468

Underlying: Common Stock · 23,468 shares

Expires 2025-07-01

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 20:34 UTC GrantRestricted Stock Units · Derivative 3,361 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000034 · wf-form4_165489323296419.xml · derivative · entry 3

Shouvlin Patrick J. · CIK 0001710107 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,361

Underlying: Common Stock · 3,361 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F5 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan.

F5 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 20:34 UTC Exercise / conversionDeferred Restricted Stock Units · Derivative 3,615 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000034 · wf-form4_165489323296419.xml · derivative · entry 2

Shouvlin Patrick J. · CIK 0001710107 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,069

Underlying: Common Stock · 3,615 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3 · derivative.exercise_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director.

F3 · derivative.expiration_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 20:34 UTC Exercise / conversionRestricted Stock Units · Derivative 3,615 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000034 · wf-form4_165489323296419.xml · derivative · entry 1

Shouvlin Patrick J. · CIK 0001710107 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,615 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3 · derivative.exercise_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director.

F3 · derivative.expiration_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 20:37 UTC
Juel CarolDirector
GrantRestricted Stock Units · Derivative 3,361 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000036 · wf-form4_165489343416356.xml · derivative · entry 3

Juel Carol · CIK 0001868897 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,361

Underlying: Common Stock · 3,361 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF.

F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 20:37 UTC
Juel CarolDirector
Exercise / conversionRestricted Stock Units · Derivative 1,791 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000036 · wf-form4_165489343416356.xml · derivative · entry 2

Juel Carol · CIK 0001868897 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,791 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3 · derivative.exercise_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF.

F3 · derivative.expiration_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 20:37 UTC
Juel CarolDirector
Exercise / conversionCommon Stock 1,791 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000036 · wf-form4_165489343416356.xml · nonDerivative · entry 1

Juel Carol · CIK 0001868897 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,796

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 21:42 UTC GrantRestricted Stock Units · Derivative 3,361 $0.00 $0.00
Disclosure

SEC source: 0001685040-22-000038 · wf-form4_165489732890099.xml · derivative · entry 3

Offereins Diane E · CIK 0001401323 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,361

Underlying: Common Stock · 3,361 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF.

F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.