Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | EVP & General Counsel | February 27, 2026 | March 02, 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 February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,462 |
Ending reported balance
After 2026-03-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 8,974 · Balance 15,425 F1: Shares earned under the 2023 Performance Share Unit ("PSUs") award based on the achievement of performance goals over the 2023-2025 performance period. Row 2 · 2026-02-27 · Tax withholding · Disposed 3,899 · Balance 11,526 F2: Shares withheld to cover tax obligations in connection with the vesting of PSUs. Row 3 · 2026-03-02 · Exercise / conversion · Acquired 7,072 · Balance 18,598 F3: Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2023, March 2024 and March 2025. F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Row 4 · 2026-03-02 · Tax withholding · Disposed 3,136 · Balance 15,462 F5: Shares withheld to cover tax obligations in connection with the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-02 · Exercise / conversion · Disposed 1,899 · Balance 0 F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F6: Represents the vesting of the final tranche of the 2023 RSU award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,654 |
Reported balance
After 2026-03-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-02 · Exercise / conversion · Disposed 2,653 · Balance 2,654 F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F7: Represents the vesting of the second of three tranches of the 2024 RSU award. The final tranche will vest on the first business day in March 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,040 |
Reported balance
After 2026-03-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-02 · Exercise / conversion · Disposed 2,520 · Balance 5,040 F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F8: Represents the vesting of the first of three tranches of the 2025 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2027 and March 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,608 |
Reported balance
After 2026-03-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-02 · Grant · Acquired 19,608 · Balance 19,608 F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F9: RSUs awarded in 2026 will vest in three substantially equal installments on the first business day in March 2027, March 2028 and March 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares earned under the 2023 Performance Share Unit ("PSUs") award based on the achievement of performance goals over the 2023-2025 performance period.
F2: Shares withheld to cover tax obligations in connection with the vesting of PSUs.
F3: Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2023, March 2024 and March 2025.
F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.
F5: Shares withheld to cover tax obligations in connection with the vesting of RSUs.
F6: Represents the vesting of the final tranche of the 2023 RSU award.
F7: Represents the vesting of the second of three tranches of the 2024 RSU award. The final tranche will vest on the first business day in March 2027.
F8: Represents the vesting of the first of three tranches of the 2025 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2027 and March 2028.
F9: RSUs awarded in 2026 will vest in three substantially equal installments on the first business day in March 2027, March 2028 and March 2029.
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 02, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 19,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · derivative · entry 8 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,608 Underlying: Common Stock · 19,608 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 2026 will vest in three substantially equal installments on the first business day in March 2027, March 2028 and March 2029. F9 · derivative.expiration_date: RSUs awarded in 2026 will vest in three substantially equal installments on the first business day in March 2027, March 2028 and March 2029. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · derivative · entry 7 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,040 Underlying: Common Stock · 2,520 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 2025 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2027 and March 2028. F8 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2025 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2027 and March 2028. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · derivative · entry 6 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,654 Underlying: Common Stock · 2,653 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 2024 RSU award. The final tranche will vest on the first business day in March 2027. F7 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2024 RSU award. The final tranche will vest on the first business day in March 2027. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · derivative · entry 5 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,899 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 2023 RSU award. F6 · derivative.expiration_date: Represents the vesting of the final tranche of the 2023 RSU award. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 3,136 | $59.98 | $188,097.28 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · nonDerivative · entry 4 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,462 F5 · shares: Shares withheld to cover tax obligations in connection with the vesting of RSUs. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 7,072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · nonDerivative · entry 3 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,598 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 2023, March 2024 and March 2025. F4 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 3,899 | $59.98 | $233,862.02 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · nonDerivative · entry 2 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,526 F2 · shares: Shares withheld to cover tax obligations in connection with the vesting of PSUs. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 23:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 8,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013443 · wk-form4_1772493934.xml · nonDerivative · entry 1 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,425 F1 · shares: Shares earned under the 2023 Performance Share Unit ("PSUs") award based on the achievement of performance goals over the 2023-2025 performance period. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 7,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · derivative · entry 8 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,560 Underlying: Common Stock · 7,560 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · derivative · entry 7 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,307 Underlying: Common Stock · 2,654 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · derivative · entry 6 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,899 Underlying: Common Stock · 1,899 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · derivative · entry 5 Lin Allie · CIK 0001958035 · EVP & General Counsel 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · nonDerivative · entry 4 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,451 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 4,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · nonDerivative · entry 3 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,601 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 371 | $59.31 | $22,004.01 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · nonDerivative · entry 2 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,740 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 21:41 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-25-000002 · wk-form4_1741038072.xml · nonDerivative · entry 1 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,111 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 |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 7,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · derivative · entry 7 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,961 Underlying: Common Stock · 7,961 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F8 · derivative.exercise_date: RSUs awarded in 2024 will vest in three substantially equal installments on the first business day in March 2025, 2026 and 2027. F8 · derivative.expiration_date: RSUs awarded in 2024 will vest in three substantially equal installments on the first business day in March 2025, 2026 and 2027. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · derivative · entry 6 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,798 Underlying: Common Stock · 1,900 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. F7 · derivative.exercise_date: Represents the vesting of the first of three tranches of the 2023 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2025 and 2026. F7 · derivative.expiration_date: Represents the vesting of the first of three tranches of the 2023 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2025 and 2026. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · derivative · entry 5 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308 Underlying: Common Stock · 307 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 second of three tranches of the 2022 RSU award. The final tranche will vest on the first business day in March 2025. F6 · derivative.expiration_date: Represents the vesting of the second of three tranches of the 2022 RSU award. The final tranche will vest on the first business day in March 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · derivative · entry 4 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 352 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 final tranche of the 2021 RSU award. F5 · derivative.expiration_date: Represents the vesting of the final tranche of the 2021 RSU award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 556 | $46.16 | $25,664.96 |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · nonDerivative · entry 3 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,355 F4 · shares: Shares withheld to cover tax obligations in connection with the payout under the 2021 Performance Share Unit award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 1,152 | $46.16 | $53,176.32 |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · nonDerivative · entry 2 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,911 F3 · shares: Shares withheld to cover tax obligations in connection with the vesting of RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 2,559 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001958035-24-000004 · wk-form4_1709676117.xml · nonDerivative · entry 1 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,063 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 tranches of Restricted Stock Units ("RSUs") granted in March 2021, March 2022 and March 2023. F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:31 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001958035-24-000002 · wk-form4_1707427847.xml · nonDerivative · entry 1 Lin Allie · CIK 0001958035 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,504 F1 · shares: Shares earned under the 2021 Performance Share Unit award based on the achievement of performance goals over the 2021-2023 performance period. The number of shares withheld in connection with the related tax withholding obligation will be reported on Form 4 following share distribution. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 5,698 | $0.00 | $0.00 |
DisclosureSEC 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 | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC 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 | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 351 | $0.00 | $0.00 |
DisclosureSEC 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 | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC 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 | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 456 | $58.35 | $26,607.60 |
DisclosureSEC 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 | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 919 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| January 03, 2023 Filed Jan 5, 2023 21:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 15 | $38.35 | $575.25 |
DisclosureSEC 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). 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.