Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | EVP, CLO and General Counsel | February 24, 2026 | February 26, 2026 |
| Brighthouse Financial, Inc.BHF · Entity 1737 | EVP, Chief Admin Officer & GC | March 01, 2022 | March 03, 2022 |
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.
ALLSTATE CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,066.904 |
Ending reported balance
After 2026-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-24 · Exercise / conversion · Acquired 728 · Balance 12,435.904 F1: Conversion of previously awarded Restricted Stock Units (RSUs) into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. The remaining RSUs will convert on February 24, 2027 and February 24, 2028 Row 2 · 2026-02-24 · Tax withholding · Disposed 369 · Balance 12,066.904 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-24 | Direct | 1,457 |
Reported balance
After 2026-02-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-24 · Exercise / conversion · Disposed 728 · Balance 1,457 F1: Conversion of previously awarded Restricted Stock Units (RSUs) into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. The remaining RSUs will convert on February 24, 2027 and February 24, 2028 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of previously awarded Restricted Stock Units (RSUs) into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. The remaining RSUs will convert on February 24, 2027 and February 24, 2028
Brighthouse Financial, Inc.
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,673 |
Ending reported balance
After 2022-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-03-01 · Exercise / conversion · Acquired 10,891 · Balance 54,380 F1: Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2019, March 2020 and March 2021. F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Row 2 · 2022-03-01 · Tax withholding · Disposed 4,841 · Balance 49,539 Row 3 · 2022-03-01 · Grant · Acquired 16,489 · Balance 66,028 F3: 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. Row 4 · 2022-03-01 · Tax withholding · Disposed 7,355 · Balance 58,673 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-03-01 · Exercise / conversion · Disposed 3,592 · Balance 0 F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F4: Represents vesting of the final tranche of the 2019 RSU award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,906 |
Reported balance
After 2022-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-03-01 · Exercise / conversion · Disposed 3,906 · Balance 3,906 F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F5: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,786 |
Reported balance
After 2022-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-01 · Exercise / conversion · Disposed 3,393 · Balance 6,786 F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F6: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,987 |
Reported balance
After 2022-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-03-01 · Grant · Acquired 9,987 · Balance 9,987 F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F7: RSUs awarded in 2022 vest in three substantially equal installments on the first business day in March 2023, 2024 and 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2019, March 2020 and March 2021.
F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.
F3: 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.
F4: Represents vesting of the final tranche of the 2019 RSU award.
F5: 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.
F6: 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.
F7: RSUs awarded in 2022 vest in three substantially equal installments on the first business day in March 2023, 2024 and 2025.
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, 2020 Filed Mar 3, 2020 21:14 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015119 · doc4.xml · derivative · entry 3 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,091 Underlying: Common Stock · 2,090 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F2 · derivative.exercise_date: RSUs awarded in 2018 vest in three substantially equal installments on the first business day in March 2019, 2020 and 2021. F2 · derivative.expiration_date: RSUs awarded in 2018 vest in three substantially equal installments on the first business day in March 2019, 2020 and 2021. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:14 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 1,742 | $35.84 | $62,433.28 |
DisclosureSEC source: 0001209191-20-015119 · doc4.xml · nonDerivative · entry 2 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,072 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:14 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 5,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-015119 · doc4.xml · nonDerivative · entry 1 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,814 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 20:17 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | SaleCommon Stock | 185 | $35.26 | $6,523.10 |
DisclosureSEC source: 0001209191-19-047951 · doc4.xml · nonDerivative · entry 1 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,131 F1 · shares: Prior to the time at which Brighthouse Financial, Inc. ("BHF") became a reporting company, the Reporting Person participated in a tax qualified 401(k) plan sponsored by a wholly-owned subsidiary of MetLife, Inc. ("MetLife"). A portion of the Reporting Person's investment in such 401(k) plan was in a MetLife company stock fund. In connection with the distribution by MetLife of a majority of BHF's common stock to MetLife shareholders, the Brighthouse Financial Frozen Stock Fund (the "Fund") was created and such Fund received BHF common stock in connection with the distribution by MetLife. MetLife closed this Fund at market close on August 30, 2019, and remaining balances in the Fund were automatically transferred into another MetLife fund. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 10,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016455 · doc4.xml · derivative · entry 4 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,777 Underlying: Common Stock · 10,777 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F4 · derivative.exercise_date: The RSUs vest in three substantially equal installments on the first business day in March 2020, 2021 and 2022. F4 · derivative.expiration_date: The RSUs vest in three substantially equal installments on the first business day in March 2020, 2021 and 2022. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016455 · doc4.xml · derivative · entry 3 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,181 Underlying: Common Stock · 2,091 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F3 · derivative.exercise_date: The RSUs vest in three substantially equal installments on the first business day in March 2019, 2020 and 2021. F3 · derivative.expiration_date: The RSUs vest in three substantially equal installments on the first business day in March 2019, 2020 and 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 884 | $38.97 | $34,449.48 |
DisclosureSEC source: 0001209191-19-016455 · doc4.xml · nonDerivative · entry 2 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,316 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 2,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-016455 · doc4.xml · nonDerivative · entry 1 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · balance_after: Includes 185 shares held in the Brighthouse Financial Frozen Stock Fund within the MetLife 401k Plan (formerly, the MetLife, Inc. Savings and Investment Plan). The number of shares of BHF common stock within the MetLife 401k Plan attributable to each individual is determined based on units that are equivalent to shares and cash, and may fluctuate from time to time. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:23 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 36,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053414 · doc4.xml · derivative · entry 3 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,899 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F4 · derivative.exercise_date: The RSUs vested on September 30, 2018. F4 · derivative.expiration_date: The RSUs vested on September 30, 2018. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:23 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 16,524 | $44.24 | $731,021.76 |
DisclosureSEC source: 0001209191-18-053414 · doc4.xml · nonDerivative · entry 2 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,110 F3 · shares: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the RSU payout. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:23 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 36,899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-053414 · doc4.xml · nonDerivative · entry 1 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,634 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · balance_after: Amount includes 735 shares of BHF common stock received by the reporting person in connection with the distribution by MetLife, Inc. of BHF's common stock. Read SEC document |
| May 23, 2018 Filed May 25, 2018 12:12 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantEmployee Stock Option (Right to Buy) · Derivative | 20,602 | $0.00 Strike: $53.47 | $0.00 |
DisclosureSEC source: 0001209191-18-033266 · doc4.xml · derivative · entry 3 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,602 Underlying: Common Stock · 20,602 shares Expires 2028-02-29 F4 · shares: RSU and Stock Option awards were authorized on February 16, 2018, to be effective on March 1, 2018. These awards were subject to approval by stockholders of BHF of the Employee Plan, which was obtained on May 23, 2018. F6 · derivative.exercise_date: The Stock Options become exercisable in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021. Read SEC document |
| May 23, 2018 Filed May 25, 2018 12:12 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 6,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033266 · doc4.xml · derivative · entry 2 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,272 Underlying: Common Stock · 6,272 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F4 · shares: RSU and Stock Option awards were authorized on February 16, 2018, to be effective on March 1, 2018. These awards were subject to approval by stockholders of BHF of the Employee Plan, which was obtained on May 23, 2018. F5 · derivative.exercise_date: The RSUs will vest in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021. F5 · derivative.expiration_date: The RSUs will vest in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021. Read SEC document |
| May 23, 2018 Filed May 25, 2018 12:12 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 36,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033266 · doc4.xml · derivative · entry 1 DeBiase Christine M. · CIK 0001709115 · EVP, Chief Admin Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,899 Underlying: Common Stock · 36,899 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: The award of RSUs was authorized on August 9, 2017, to be effective on September 8, 2017. The award was subject to approval by stockholders of BHF of the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (the "Employee Plan"). The Employee Plan was approved by stockholders of BHF on May 23, 2018. F3 · derivative.exercise_date: The RSUs will vest on September 30, 2018. F3 · derivative.expiration_date: The RSUs will vest on September 30, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.