Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | Chief Accounting Officer | September 03, 2026 | September 03, 2026 |
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.
Brighthouse Financial, Inc.
Report date September 03, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,914 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,914 |
| Common StockSEC Table I · non-derivative | IndirectShares held by spouse | 55 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F1: Restricted Stock Units ("RSUs") awarded in 2026, which will vest in three equal installments on the first business day in March 2027, 2028 and 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F3: Represents unvested portion of RSUs awarded in 2025, which will vest in two equal installments on the first business day in March 2027 and 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F4: Represents unvested portion of RSUs awarded in 2024, which will vest on the first business day in March 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") awarded in 2026, which will vest in three equal installments on the first business day in March 2027, 2028 and 2029.
F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.
F3: Represents unvested portion of RSUs awarded in 2025, which will vest in two equal installments on the first business day in March 2027 and 2028.
F4: Represents unvested portion of RSUs awarded in 2024, which will vest on the first business day in March 2027.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 1,138 | $0.00 | $0.00 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · derivative · entry 9 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,138 Underlying: Common Stock · 1,138 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F9 · derivative.exercise_date: RSUs awarded in 2025 will vest in three substantially equal installments on the first day in March 2026, March 2027 and March 2028. F9 · derivative.expiration_date: RSUs awarded in 2025 will vest in three substantially equal installments on the first day in March 2026, March 2027 and March 2028. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · derivative · entry 8 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 673 Underlying: Common Stock · 337 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 RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F8 · derivative.exercise_date: Represents the vesting of the first of three tranches of the 2024 RSU award. The remaining tranches will vest in substantially equal installments on the first day in March 2026 and March 2027. F8 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2024 RSU award. The remaining tranches will vest in substantially equal installments on the first day in March 2026 and March 2027. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · derivative · entry 7 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259 Underlying: Common Stock · 258 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 RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F7 · derivative.exercise_date: Represents the vesting of the second of three tranches of the 2023 RSU award. The remaining tranche will vest on the first day in March 2026. F7 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2023 RSU award. The remaining tranche will vest on the first day in March 2026. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · derivative · entry 6 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F4 · 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 final tranche of the 2022 RSU award. F6 · derivative.expiration_date: Represents the vesting of the final tranche of the 2022 RSU award. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 405 | $59.31 | $24,020.55 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · nonDerivative · entry 4 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,926 F5 · shares: Shares withheld to cover tax obligations in connection with the vesting of RSUs. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 903 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · nonDerivative · entry 3 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,331 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. F3 · shares: Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2022, March 2023 and March 2024. F4 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 338 | $59.31 | $20,046.78 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · nonDerivative · entry 2 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,428 F2 · shares: Shares withheld to cover tax obligations in connection with the vesting of PSUs. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 16:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0002043722-25-000004 · wk-form4_1741037890.xml · nonDerivative · entry 1 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,766 F1 · shares: Shares earned under the 2022 Performance Share Unit ("PSU") award based on the achievement of performance goals over the 2022-2024 performance period. Read SEC document |
| January 02, 2025 Filed Jan 16, 2025 16:24 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | OtherCommon Stock | 16 | $37.36 | $597.76 |
DisclosureSEC source: 0002043722-25-000002 · wk-form4_1737062651.xml · nonDerivative · entry 1 Cook Richard A. · CIK 0002043722 · Interim Chief Accounting Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,010 F1 · kind: Mr. Cook is voluntarily reporting the acquisition of shares of common stock under the Brighthouse Financial, Inc. Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under Rule 16b-3(c). In connection with his appointment as Interim Chief Accounting Officer, Mr. Cook no longer participates in the ESPP. 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.