Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | EVP & Chief Financial Officer | 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 | 64,413 |
Ending reported balance
After 2026-03-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 18,786 · Balance 66,128 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 8,877 · Balance 57,251 F2: Shares withheld to cover tax obligations in connection with the vesting of PSUs. Row 3 · 2026-03-02 · Exercise / conversion · Acquired 13,658 · Balance 70,909 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 6,496 · Balance 64,413 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 3,976 · 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 | 5,445 |
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 5,444 · Balance 5,445 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 remaining tranche will vest on the first business day in March 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,474 |
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 4,238 · Balance 8,474 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 | 33,844 |
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 33,844 · Balance 33,844 F4: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F9: RSUs awarded in 2026 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 remaining 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 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 |
|---|---|---|---|---|---|---|
| September 03, 2020 Filed Sep 8, 2020 20:28 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 5,698 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-049717 · doc4.xml · nonDerivative · entry 1 Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,698 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 |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | PurchaseCommon Stock | 5,000 | $24.32 | $121,623.50 |
DisclosureSEC source: 0001209191-20-018084 · doc4.xml · nonDerivative · entry 1 Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · price: The shares were purchased in multiple transactions at prices ranging from $24.3026 to $24.33. The price reported is the weighted average price of the aggregate number of shares purchased in multiple open market transactions. The Reporting Person undertakes to provide to the staff of the U.S. Securities and Exchange Commission, Brighthouse Financial, Inc. ("BHF"), or a security holder of BHF, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this Form 4. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:17 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 11,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015134 · doc4.xml · derivative · entry 1 Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,718 Underlying: Common Stock · 11,718 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. common stock. F2 · derivative.exercise_date: RSUs awarded in 2020 vest in three substantially equal installments on the first business day in March 2021, 2022 and 2023. F2 · derivative.expiration_date: RSUs awarded in 2020 vest in three substantially equal installments on the first business day in March 2021, 2022 and 2023. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 9,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048182 · doc4.xml · derivative · entry 2 Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,554 Underlying: Common Stock · 9,554 shares Expires 2022-09-03 F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 5,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048182 · doc4.xml · derivative · entry 1 Spehar Edward A. · CIK 0001784788 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,698 Underlying: Common Stock · 5,698 shares Expires 2020-09-03 F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. 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.