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Wallace William Francis

Disclosed activity across 1 company

Tapewire entity
148500
SEC CIK
0001709938

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Brighthouse Financial, Inc.

Report date June 10, 2020 · Filed June 12, 2020

Section 16 reporting ended · disclosed 2020-06-12. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect12,814 Reported balance After 2020-06-10 transaction · row 1
1 source row

Row 1 · 2020-06-10 · Exercise / conversion · Acquired 3,120 · Balance 12,814

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

Restricted Stock UnitSEC Table II · derivative / convertible securityDirect0 Reported balance After 2020-06-10 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-06-10 · Exercise / conversion · Disposed 3,120 · Balance 0

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

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

F3: The RSUs vested on the date of the 2020 annual meeting of stockholders of BHF.

Filing footnotes · ownership attribution and instrument terms

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

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

F3: The RSUs vested on the date of the 2020 annual meeting of stockholders of BHF.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 10, 2020 Filed Jun 12, 2020 16:23 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionRestricted Stock Unit · Derivative 3,120 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-036277 · doc4.xml · derivative · entry 2

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,120 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 2020 annual meeting of stockholders of BHF.

F3 · derivative.expiration_date: The RSUs vested on the date of the 2020 annual meeting of stockholders of BHF.

Read SEC document
June 10, 2020 Filed Jun 12, 2020 16:23 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionCommon Stock 3,120 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-036277 · doc4.xml · nonDerivative · entry 1

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,814

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
March 12, 2020 Filed Mar 13, 2020 16:18 UTC Brighthouse Financial, Inc. BHF · Entity 1737 PurchaseCommon Stock 5,000 $22.83 $114,150.00
Disclosure

SEC source: 0001209191-20-018864 · doc4.xml · nonDerivative · entry 1

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,694

Read SEC document
June 13, 2019 Filed Jun 14, 2019 08:28 UTC Brighthouse Financial, Inc. BHF · Entity 1737 GrantRestricted Stock Units · Derivative 3,120 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-036986 · doc4.xml · derivative · entry 1

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,120

Underlying: Common Stock · 3,120 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.

F3 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date and the date of the 2020 annual meeting of stockholders of BHF.

F3 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date and the date of the 2020 annual meeting of stockholders of BHF.

Read SEC document
May 23, 2019 Filed May 23, 2019 16:20 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionRestricted Stock Units · Derivative 2,494 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-032295 · doc4.xml · derivative · entry 2

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,494 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. 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 May 23, 2019.

F3 · derivative.expiration_date: The RSUs vested on May 23, 2019.

Read SEC document
May 23, 2019 Filed May 23, 2019 16:20 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionCommon Stock 2,494 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-19-032295 · doc4.xml · nonDerivative · entry 1

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,694

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. common stock.

Read SEC document
September 30, 2018 Filed Oct 2, 2018 18:27 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionRestricted Stock Units · Derivative 2,200 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-053431 · doc4.xml · derivative · entry 2

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,200 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 · derivative.exercise_date: The RSUs vested on September 30, 2018.

F2 · derivative.expiration_date: The RSUs vested on September 30, 2018.

Read SEC document
September 30, 2018 Filed Oct 2, 2018 18:27 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionCommon Stock 2,200 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-053431 · doc4.xml · nonDerivative · entry 1

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,200

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
May 23, 2018 Filed May 25, 2018 08:17 UTC Brighthouse Financial, Inc. BHF · Entity 1737 GrantRestricted Stock Unit · Derivative 2,494 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-033275 · doc4.xml · derivative · entry 2

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,494

Underlying: Common Stock · 2,494 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.

F4 · shares: Represents a grant of RSUs pursuant to the Director Plan, awarded for service as a Board member.

F5 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date and the date of the 2019 annual meeting of stockholders of BHF.

F5 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date and the date of the 2019 annual meeting of stockholders of BHF.

Read SEC document
May 23, 2018 Filed May 25, 2018 08:17 UTC Brighthouse Financial, Inc. BHF · Entity 1737 GrantRestricted Stock Units · Derivative 2,200 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-033275 · doc4.xml · derivative · entry 1

Wallace William Francis · CIK 0001709938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,200

Underlying: Common Stock · 2,200 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: The award of RSUs was authorized on August 9, 2017, to be effective on September 8, 2017. The award was subject to approval by stockholders of BHF of the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan (the "Director Plan"). The Director Plan was approved by stockholders of BHF on May 23, 2018.

F3 · derivative.exercise_date: The RSUs will vest on September 30, 2018.

F3 · derivative.expiration_date: The RSUs will vest on September 30, 2018.

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.