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METLIFE INC

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0001099219
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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
June 12, 2018 Filed Jun 14, 2018 20:49 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037760 · doc4.xml · nonDerivative · entry 1

Kennard William E · CIK 0001198236 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,413.919

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:47 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037758 · doc4.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,792.7597

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:46 UTC GrantCommon Stock Equivalents · Derivative 526.4266 $47.49 $25,000.00
Disclosure

SEC source: 0001209191-18-037755 · doc4.xml · derivative · entry 3

HUBBARD ROBERT GLENN · CIK 0001283051 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 526.4266

Underlying: Common Stock · 526.4266 shares

Expires not disclosed

F3 · derivative.exercise_price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F4 · kind: The Reporting Person acquired these Common Stock Equivalent Units pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock.

F3 · derivative.exercise_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F3 · derivative.expiration_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:46 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037755 · doc4.xml · nonDerivative · entry 1

HUBBARD ROBERT GLENN · CIK 0001283051 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,150.0988

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:44 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037753 · doc4.xml · nonDerivative · entry 1

KILTS JAMES M · CIK 0001025094 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,441.4805

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:43 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037751 · doc4.xml · nonDerivative · entry 1

Kinney Catherine R · CIK 0001205054 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,008.2642

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:42 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037749 · doc4.xml · nonDerivative · entry 1

MORRISON DENISE M · CIK 0001230166 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,832

F1 · kind: The Reporting Person acquired these shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:41 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037748 · doc4.xml · nonDerivative · entry 1

Herzog David L · CIK 0001331793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,883

F1 · kind: The Reporting Person acquired these shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:39 UTC GrantCommon Stock Equivalent Units · Derivative 315.856 $47.49 $15,000.00
Disclosure

SEC source: 0001209191-18-037745 · doc4.xml · derivative · entry 4

HASSELL GERALD L · CIK 0001209482 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 315.856

Underlying: Common Stock · 315.856 shares

Expires not disclosed

F4 · derivative.exercise_price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F5 · kind: The Reporting Person acquired these Common Stock Equivalent Units pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock.

F4 · derivative.exercise_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F4 · derivative.expiration_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:39 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037745 · doc4.xml · nonDerivative · entry 1

HASSELL GERALD L · CIK 0001209482 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,808

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:39 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037744 · doc4.xml · nonDerivative · entry 1

GUTIERREZ CARLOS M · CIK 0001185943 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,273

F1 · kind: The Reporting Person acquired these shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 20:38 UTC GrantCommon Stock 790 $47.49 $37,517.10
Disclosure

SEC source: 0001209191-18-037742 · doc4.xml · nonDerivative · entry 1

GRISE CHERYL W · CIK 0001192342 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,089.8216

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time.

Read SEC document
May 09, 2018 Filed May 10, 2018 20:22 UTC PurchaseCommon Stock 10,000 $46.18 $461,800.00
Disclosure

SEC source: 0001209191-18-029253 · doc4.xml · nonDerivative · entry 1

HASSELL GERALD L · CIK 0001209482 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,018

F1 · price: The price reported is the weighted average price of the aggregate number of shares purchased in multiple open market transactions. The shares were purchased at prices $46.175 to $46.19, inclusive. The Reporting Person undertakes to provide to the staff of the SEC, MetLife, Inc., or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:29 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023664 · doc4.xml · nonDerivative · entry 1

MORRISON DENISE M · CIK 0001230166 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,042

F1 · kind: The Reporting Person acquired these shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:26 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023652 · doc4.xml · nonDerivative · entry 1

KILTS JAMES M · CIK 0001025094 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,651.4805

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:27 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023655 · doc4.xml · nonDerivative · entry 1

Kinney Catherine R · CIK 0001205054 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,218.2642

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:25 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023644 · doc4.xml · nonDerivative · entry 1

Kennard William E · CIK 0001198236 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,623.919

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:25 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023641 · doc4.xml · nonDerivative · entry 1

KELLY ALFRED F JR · CIK 0001209454 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,997.943

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:24 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023638 · doc4.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,002.7597

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:23 UTC GrantCommon Stock Equivalent Units · Derivative 555.3088 $45.02 $25,000.00
Disclosure

SEC source: 0001209191-18-023636 · doc4.xml · derivative · entry 2

HUBBARD ROBERT GLENN · CIK 0001283051 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 555.3088

Underlying: Common Stock · 555.3088 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F3 · kind: The Reporting Person acquired these Common Stock Equivalent Units pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock.

F2 · derivative.exercise_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F2 · derivative.expiration_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:23 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023636 · doc4.xml · nonDerivative · entry 1

HUBBARD ROBERT GLENN · CIK 0001283051 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,360.0988

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:23 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023635 · doc4.xml · nonDerivative · entry 1

Herzog David L · CIK 0001331793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,093

F1 · kind: The Reporting Person acquired these shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:23 UTC GrantCommon Stock Equivalent Units · Derivative 333.1853 $45.02 $15,000.00
Disclosure

SEC source: 0001209191-18-023633 · doc4.xml · derivative · entry 3

HASSELL GERALD L · CIK 0001209482 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 333.1853

Underlying: Common Stock · 333.1853 shares

Expires not disclosed

F3 · derivative.exercise_price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F4 · kind: The Reporting Person acquired these Common Stock Equivalent Units pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock.

F3 · derivative.exercise_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F3 · derivative.expiration_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:23 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023633 · doc4.xml · nonDerivative · entry 1

HASSELL GERALD L · CIK 0001209482 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,018

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:22 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023630 · doc4.xml · nonDerivative · entry 1

GRISE CHERYL W · CIK 0001192342 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,299.8216

F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:22 UTC GrantCommon Stock 833 $45.02 $37,501.66
Disclosure

SEC source: 0001209191-18-023632 · doc4.xml · nonDerivative · entry 1

GUTIERREZ CARLOS M · CIK 0001185943 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,483

F1 · kind: The Reporting Person acquired these shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:20 UTC GrantCommon Stock 215.0169 $47.10 $10,127.30
Disclosure

SEC source: 0001209191-18-019836 · doc4.xml · nonDerivative · entry 1

Kinney Catherine R · CIK 0001205054 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,385.2642

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:19 UTC GrantCommon Stock 124.5551 $47.10 $5,866.55
Disclosure

SEC source: 0001209191-18-019833 · doc4.xml · nonDerivative · entry 1

Kennard William E · CIK 0001198236 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,790.919

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:19 UTC GrantCommon Stock Equivalent Units · Derivative 94.0586 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-019835 · doc4.xml · derivative · entry 3

KILTS JAMES M · CIK 0001025094 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94.0586

Underlying: Common Stock · 94.0586 shares

Expires not disclosed

F3 · derivative.exercise_price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F4 · kind: Represents imputed reinvestment of dividends on Common Stock Equivalent Units.

F3 · price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F3 · derivative.exercise_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F3 · derivative.expiration_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:19 UTC GrantCommon Stock 397.5619 $47.10 $18,725.17
Disclosure

SEC source: 0001209191-18-019835 · doc4.xml · nonDerivative · entry 1

KILTS JAMES M · CIK 0001025094 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,818.4805

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:18 UTC GrantCommon Stock 249.8605 $47.10 $11,768.43
Disclosure

SEC source: 0001209191-18-019831 · doc4.xml · nonDerivative · entry 1

KELLY ALFRED F JR · CIK 0001209454 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,164.943

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:18 UTC GrantCommon Stock 85.6401 $47.10 $4,033.65
Disclosure

SEC source: 0001209191-18-019829 · doc4.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,169.7597

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

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March 13, 2018 Filed Mar 15, 2018 20:17 UTC
KANDARIAN STEVEN ADirector · Chairman, President & CEO
GrantCommon Stock 1,350.0632 $47.10 $63,587.98
Disclosure

SEC source: 0001209191-18-019827 · doc4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 404,273.016

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

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March 13, 2018 Filed Mar 15, 2018 20:17 UTC GrantCommon Stock Equivalents · Derivative 157.5955 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-019825 · doc4.xml · derivative · entry 2

HUBBARD ROBERT GLENN · CIK 0001283051 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157.5955

Underlying: Common Stock · 157.5955 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F3 · kind: Represents imputed reinvestment of dividends on Common Stock Equivalent Units.

F2 · price: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F2 · derivative.exercise_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

F2 · derivative.expiration_date: Each Common Stock Equivalent Unit is the economic value of one share of MetLife, Inc. common stock. Common Stock Equivalent Units were acquired pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors, whereby Directors may elect to defer receipt of cash retainer fees for a specified period of time into a fund that tracks MetLife, Inc. common stock. Common Stock Equivalent Units are settled in cash. Directors may transfer deferred cash retainer fees out of the fund that tracks MetLife, Inc. common stock and into other simulated investments.

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March 13, 2018 Filed Mar 15, 2018 20:17 UTC GrantCommon Stock 343.1503 $47.10 $16,162.38
Disclosure

SEC source: 0001209191-18-019825 · doc4.xml · nonDerivative · entry 1

HUBBARD ROBERT GLENN · CIK 0001283051 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,527.0988

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
March 13, 2018 Filed Mar 15, 2018 20:16 UTC GrantCommon Stock 393.7585 $47.10 $18,546.03
Disclosure

SEC source: 0001209191-18-019824 · doc4.xml · nonDerivative · entry 1

GRISE CHERYL W · CIK 0001192342 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,466.8216

F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

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March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
GrantRestricted Stock Units · Derivative 9,891 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · derivative · entry 13

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,891

Underlying: Common Stock · 9,891 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock.

F12 · derivative.exercise_date: The Restricted Stock Units vest in three installments on March 1, 2019, 2020 and 2021.

F12 · derivative.expiration_date: The Restricted Stock Units vest in three installments on March 1, 2019, 2020 and 2021.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 29,664 $0.00 Strike: $45.50 $0.00
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · derivative · entry 12

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,664

Underlying: Common Stock · 29,664 shares

Expires 2028-03-01

F11 · derivative.exercise_date: The options become exercisable in three installments on March 2, 2019, 2020 and 2021.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Exercise / conversionRestricted Stock Units · Derivative 4,447 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · derivative · entry 11

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,894

Underlying: Common Stock · 4,447 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 is the contingent right to receive one share of MetLife, Inc. common stock.

F9 · shares: Includes 474 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.

F10 · derivative.exercise_date: The Restricted Stock Units vest in three installments on March 1, 2018, 2019 and 2020. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.

F10 · derivative.expiration_date: The Restricted Stock Units vest in three installments on March 1, 2018, 2019 and 2020. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.

F9 · derivative.underlying_shares: Includes 474 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Exercise / conversionRestricted Stock Units · Derivative 6,070 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · derivative · entry 10

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,070

Underlying: Common Stock · 6,070 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 is the contingent right to receive one share of MetLife, Inc. common stock.

F7 · shares: Includes 648 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.

F8 · derivative.exercise_date: The Restricted Stock Units vest in three installments on March 1, 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.

F8 · derivative.expiration_date: The Restricted Stock Units vest in three installments on March 1, 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.

F7 · derivative.underlying_shares: Includes 648 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Exercise / conversionRestricted Stock Units · Derivative 3,631 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · derivative · entry 9

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,631 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 is the contingent right to receive one share of MetLife, Inc. common stock.

F5 · shares: Includes 388 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.

F6 · derivative.exercise_date: The Restricted Stock Units vest in three installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on March 2, 2018 that MetLife, Inc. met specified financial goals.

F6 · derivative.expiration_date: The Restricted Stock Units vest in three installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on March 2, 2018 that MetLife, Inc. met specified financial goals.

F5 · derivative.underlying_shares: Includes 388 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Tax withholdingCommon Stock 3,793 $45.50 $172,581.50
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 8

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,543

F4 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
GrantCommon Stock 10,085 $45.50 $458,867.50
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 7

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,336

F3 · kind: Shares acquired from the payout of 2015-2017 Performance Share Award pursuant to the MetLife, Inc. 2015 Stock and Incentive Compensation Plan.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Tax withholdingCommon Stock 1,524 $45.50 $69,342.00
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 6

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,251

F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Exercise / conversionCommon Stock 4,447 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 5

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,775

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 is the contingent right to receive one share of MetLife, Inc. common stock.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Tax withholdingCommon Stock 2,079 $45.50 $94,594.50
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 4

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,328

F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Exercise / conversionCommon Stock 6,070 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 3

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,407

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 is the contingent right to receive one share of MetLife, Inc. common stock.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Tax withholdingCommon Stock 1,231 $45.50 $56,010.50
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 2

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,337

F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:49 UTC
Goulart Steven JEVP & Chief Investment Officer
Exercise / conversionCommon Stock 3,631 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-017320 · doc4.xml · nonDerivative · entry 1

Goulart Steven J · CIK 0001519833 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,568

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 is the contingent right to receive one share of MetLife, Inc. common stock.

Read SEC document
March 02, 2018 Filed Mar 6, 2018 21:42 UTC
TADROS RAMYEVP & Chief Risk Officer
GrantRestricted Stock Units · Derivative 1,979 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-017304 · doc4.xml · derivative · entry 2

TADROS RAMY · CIK 0001714199 · EVP & Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,979

Underlying: Common Stock · 1,979 shares

Expires not disclosed

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

F3 · derivative.exercise_date: The Restricted Stock Units vest in three installments on March 1, 2019, 2020 and 2021.

F3 · derivative.expiration_date: The Restricted Stock Units vest in three installments on March 1, 2019, 2020 and 2021.

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.