Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | EVP & Chief Investment 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 | 91,380 |
Ending reported balance
After 2026-03-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 15,520 · Balance 94,116 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 7,907 · Balance 86,209 F2: Shares withheld to cover tax obligations in connection with the vesting of PSUs. Row 3 · 2026-03-02 · Exercise / conversion · Acquired 10,669 · Balance 96,878 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 5,498 · Balance 91,380 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 3,285 · 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 | 4,152 |
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 4,152 · Balance 4,152 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 | 6,462 |
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 3,232 · Balance 6,462 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 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,966 |
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 23,966 · Balance 23,966 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 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 23,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · derivative · entry 8 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,966 Underlying: Common Stock · 23,966 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · derivative · entry 7 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,462 Underlying: Common Stock · 3,232 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 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 2028. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 4,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · derivative · entry 6 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,152 Underlying: Common Stock · 4,152 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · derivative · entry 5 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,285 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 5,498 | $59.98 | $329,770.04 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · nonDerivative · entry 4 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,380 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 10,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · nonDerivative · entry 3 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,878 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 7,907 | $59.98 | $474,261.86 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · nonDerivative · entry 2 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,209 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 18:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 15,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013428 · wk-form4_1772493582.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,116 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 9,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · derivative · entry 8 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,694 Underlying: Common Stock · 9,694 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 4,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · derivative · entry 7 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,304 Underlying: Common Stock · 4,152 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · derivative · entry 6 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,285 Underlying: Common Stock · 3,284 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · derivative · entry 5 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,815 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 5,749 | $59.31 | $340,973.19 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · nonDerivative · entry 4 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,596 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 11,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · nonDerivative · entry 3 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,345 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 shares 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 7,244 | $59.31 | $429,641.64 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · nonDerivative · entry 2 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,094 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 16:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 14,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-25-000004 · wk-form4_1741038668.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,338 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 31, 2025 Filed Feb 3, 2025 16:25 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 10,000 | $61.00 | $610,000.00 |
DisclosureSEC source: 0001709189-25-000002 · wk-form4_1738617926.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,262 F1 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 17:33 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 10,000 | $52.31 | $523,100.00 |
DisclosureSEC source: 0001709189-24-000017 · wk-form4_1733265171.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,262 F1 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 16:12 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 4,265 | $46.04 | $196,360.60 |
DisclosureSEC source: 0001709189-24-000015 · wk-form4_1729023115.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,262 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.17, inclusive. The reporting person undertakes to provide to Brighthouse Financial, Inc., any security holder of Brighthouse Financial, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| September 04, 2024 Filed Sep 4, 2024 20:36 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 735 | $46.01 | $33,817.35 |
DisclosureSEC source: 0001709189-24-000013 · wk-form4_1725493607.xml · nonDerivative · entry 2 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,527 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.03, inclusive. The reporting person undertakes to provide to Brighthouse Financial, Inc., any security holder of Brighthouse Financial, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 20:36 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 5,000 | $45.22 | $226,100.00 |
DisclosureSEC source: 0001709189-24-000013 · wk-form4_1725493607.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,262 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.97 to $45.80, inclusive. The reporting person undertakes to provide to Brighthouse Financial, Inc., any security holder of Brighthouse Financial, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| July 10, 2024 Filed Jul 11, 2024 16:14 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 5,000 | $46.00 | $230,000.00 |
DisclosureSEC source: 0001709189-24-000010 · wk-form4_1720728864.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,262 F1 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:24 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 5,000 | $45.12 | $225,600.00 |
DisclosureSEC source: 0001709189-24-000008 · wk-form4_1717532676.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,262 F1 · ownership.direct: The sale was executed pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 28, 2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 12,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · derivative · entry 7 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,456 Underlying: Common Stock · 12,456 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") 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 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · derivative · entry 6 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,569 Underlying: Common Stock · 3,285 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. ("BHF") 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 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · derivative · entry 5 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,815 Underlying: Common Stock · 3,814 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. ("BHF") 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 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 4,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · derivative · entry 4 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,443 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. ("BHF") 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 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 10,889 | $46.16 | $502,636.24 |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · nonDerivative · entry 3 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,262 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 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 5,843 | $46.16 | $269,712.88 |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · nonDerivative · entry 2 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,151 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 17:00 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 11,542 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709189-24-000006 · wk-form4_1709675988.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,994 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 shares 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. ("BHF") common stock. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 16:20 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 10,000 | $46.86 | $468,600.00 |
DisclosureSEC source: 0001709189-24-000004 · wk-form4_1709155212.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,452 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.67 to $47.10, inclusive. The reporting person undertakes to provide to Brighthouse Financial, Inc., any security holder of Brighthouse Financial, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1). Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 17:08 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 21,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-24-000002 · wk-form4_1707430092.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,452 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 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 9,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · derivative · entry 8 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,854 Underlying: Common Stock · 9,854 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F7 · 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. F7 · 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 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · derivative · entry 7 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,629 Underlying: Common Stock · 3,815 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 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. F6 · 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 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 4,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · derivative · entry 6 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,443 Underlying: Common Stock · 4,443 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 second of three tranches of the 2021 RSU award. The final tranche will vest on the first business day in March 2024. F5 · 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 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 5,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · derivative · entry 5 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,115 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 final tranche of the 2020 RSU award. F4 · 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 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 13,158 | $58.35 | $767,769.30 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 4 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,058 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 26,010 | $58.35 | $1,517,683.50 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 3 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,216 F3 · shares: Shares acquired from the payout of the 2020 Performance Share Unit award. The number of shares issued was based on the achievement of performance goals over the 2020-2022 performance period. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 6,824 | $58.35 | $398,180.40 |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 2 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,206 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 13,373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001709189-23-000002 · wf-form4_167788332775412.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,030 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 |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 11,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · derivative · entry 8 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,444 Underlying: Common Stock · 11,444 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F7 · derivative.exercise_date: RSUs awarded in 2022 vest in three substantially equal installments on the first business day in March 2023, 2024 and 2025. F7 · derivative.expiration_date: RSUs awarded in 2022 vest in three substantially equal installments on the first business day in March 2023, 2024 and 2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 4,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · derivative · entry 7 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,886 Underlying: Common Stock · 4,444 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 vesting of the first of three tranches of the 2021 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2023 and 2024. F6 · derivative.expiration_date: Represents vesting of the first of three tranches of the 2021 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2023 and 2024. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 5,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · derivative · entry 6 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,115 Underlying: Common Stock · 5,115 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 vesting of the second of three tranches of the 2020 RSU award. The final tranche will vest on the first business day in March 2023. F5 · derivative.expiration_date: Represents vesting of the second of three tranches of the 2020 RSU award. The final tranche will vest on the first business day in March 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · derivative · entry 5 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,763 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 vesting of the final tranche of the 2019 RSU award. F4 · derivative.expiration_date: Represents vesting of the final tranche of the 2019 RSU award. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 8,812 | $48.06 | $423,504.72 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · nonDerivative · entry 4 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,657 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantCommon Stock | 17,274 | $48.06 | $830,188.44 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · nonDerivative · entry 3 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,469 F3 · shares: Shares acquired from the payout of the 2019 Performance Share Unit award. The number of shares issued was based on the achievement of performance goals over the 2019-2021 performance period. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 6,769 | $48.06 | $325,318.14 |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · nonDerivative · entry 2 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,195 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 13,322 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-015622 · doc4.xml · nonDerivative · entry 1 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,964 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 2019, March 2020 and March 2021. F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:12 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 13,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016829 · doc4.xml · derivative · entry 8 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,330 Underlying: Common Stock · 13,330 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F7 · derivative.exercise_date: RSUs awarded in 2021 vest in three substantially equal installments on the first business day in March 2022, 2023 and 2024. F7 · derivative.expiration_date: RSUs awarded in 2021 vest in three substantially equal installments on the first business day in March 2022, 2023 and 2024. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:12 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 5,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016829 · doc4.xml · derivative · entry 7 Rosenthal John · CIK 0001709189 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,230 Underlying: Common Stock · 5,115 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 vesting of the first of three tranches of the 2020 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2022 and 2023. F6 · derivative.expiration_date: Represents vesting of the first of three tranches of the 2020 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2022 and 2023. 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.