Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | Chief Accounting Officer | October 01, 2024 | October 02, 2024 |
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 October 01, 2024 · Filed October 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,303 |
Ending reported balance
After 2024-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-10-01 · Exercise / conversion · Acquired 1,817 · Balance 5,076 F1: Payout of shares upon the vesting of the third tranche of Restricted Stock Units ("RSUs") granted in October 2021. F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Row 2 · 2024-10-01 · Tax withholding · Disposed 773 · Balance 4,303 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-10-01 · Exercise / conversion · Disposed 1,817 · Balance 0 F3: Represents the vesting of the final tranche of the 2021 RSU award. |
Filing footnotes · ownership attribution and instrument terms
F1: Payout of shares upon the vesting of the third tranche of Restricted Stock Units ("RSUs") granted in October 2021.
F2: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.
F3: Represents the vesting of the final tranche of the 2021 RSU award.
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 |
|---|---|---|---|---|---|---|
| October 01, 2024 Filed Oct 2, 2024 16:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-24-000005 · wk-form4_1727900758.xml · derivative · entry 3 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,817 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. F3 · derivative.exercise_price: Represents the vesting of the final tranche of the 2021 RSU award. F3 · derivative.exercise_date: Represents the vesting of the final tranche of the 2021 RSU award. F3 · derivative.expiration_date: Represents the vesting of the final tranche of the 2021 RSU award. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 16:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 773 | $43.95 | $33,973.35 |
DisclosureSEC source: 0001882047-24-000005 · wk-form4_1727900758.xml · nonDerivative · entry 2 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,303 Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 16:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 1,817 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001882047-24-000005 · wk-form4_1727900758.xml · nonDerivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,076 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 the third tranche of Restricted Stock Units ("RSUs") granted in October 2021. F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:52 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-24-000002 · wk-form4_1709675518.xml · derivative · entry 5 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,119 Underlying: Common Stock · 3,119 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 2024 vest in three substantially equal installments on the first business day in March 2025, 2026 and 2027. F6 · derivative.expiration_date: RSUs awarded in 2024 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 16:52 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 823 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-24-000002 · wk-form4_1709675518.xml · derivative · entry 4 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,644 Underlying: Common Stock · 823 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 2023 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2025 and 2026. F5 · 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 16:52 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 749 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-24-000002 · wk-form4_1709675518.xml · derivative · entry 3 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 749 Underlying: Common Stock · 749 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 2022 RSU award. The final tranche will vest on the first business day in March 2025. F4 · 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 16:52 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 752 | $46.16 | $34,712.32 |
DisclosureSEC source: 0001882047-24-000002 · wk-form4_1709675518.xml · nonDerivative · entry 2 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,259 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 16:52 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 1,572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001882047-24-000002 · wk-form4_1709675518.xml · nonDerivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,011 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 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 |
| October 02, 2023 Filed Oct 2, 2023 17:05 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-23-000005 · wk-form4_1696280739.xml · derivative · entry 3 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,708 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. F3 · derivative.exercise_price: Represents the vesting of the second tranche of the October 2021 RSU grant on the two-year anniversary of grant. The final tranche will vest on October 1, 2024. F3 · derivative.exercise_date: Represents the vesting of the second tranche of the October 2021 RSU grant on the two-year anniversary of grant. The final tranche will vest on October 1, 2024. F3 · derivative.expiration_date: Represents the vesting of the second tranche of the October 2021 RSU grant on the two-year anniversary of grant. The final tranche will vest on October 1, 2024. Read SEC document |
| October 02, 2023 Filed Oct 2, 2023 17:05 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 726 | $48.94 | $35,530.44 |
DisclosureSEC source: 0001882047-23-000005 · wk-form4_1696280739.xml · nonDerivative · entry 2 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,439 Read SEC document |
| October 02, 2023 Filed Oct 2, 2023 17:05 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 1,708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001882047-23-000005 · wk-form4_1696280739.xml · nonDerivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,165 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 the second tranche of Restricted Stock Units ("RSUs") granted in October 2021. F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 2,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-23-000002 · wf-form4_167788308042289.xml · derivative · entry 4 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,467 Underlying: Common Stock · 2,467 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. F4 · 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. F4 · 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 17:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 749 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-23-000002 · wf-form4_167788308042289.xml · derivative · entry 3 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,498 Underlying: Common Stock · 749 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 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. F3 · 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 17:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 358 | $58.35 | $20,889.30 |
DisclosureSEC source: 0001882047-23-000002 · wf-form4_167788308042289.xml · nonDerivative · entry 2 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:38 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001882047-23-000002 · wf-form4_167788308042289.xml · nonDerivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815 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 the first of three tranches of Restricted Stock Units ("RSUs") granted in March 2022. F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 18:08 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001882047-22-000004 · wf-form4_166483483894482.xml · derivative · entry 3 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,470 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. F3 · derivative.exercise_date: Represents vesting of the first tranche of the October 2021 RSU grant on the one-year anniversary of grant. F3 · derivative.expiration_date: Represents vesting of the first tranche of the October 2021 RSU grant on the one-year anniversary of grant. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 18:08 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Tax withholdingCommon Stock | 404 | $43.42 | $17,541.68 |
DisclosureSEC source: 0001882047-22-000004 · wf-form4_166483483894482.xml · nonDerivative · entry 2 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 18:08 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 1,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001882047-22-000004 · wf-form4_166483483894482.xml · nonDerivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,470 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 the first tranche of Restricted Stock Units ("RSUs") granted in October 2021. F2 · price: Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:21 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 2,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015687 · doc4.xml · derivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,247 Underlying: Common Stock · 2,247 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 2022 vest in three substantially equal installments on the first business day in March 2023, 2024 and 2025. F2 · 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 |
| October 01, 2021 Filed Oct 4, 2021 16:06 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 1,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058917 · doc4.xml · derivative · entry 3 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,817 Underlying: Common Stock · 1,817 shares Expires 2024-10-01 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 |
| October 01, 2021 Filed Oct 4, 2021 16:06 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 1,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058917 · doc4.xml · derivative · entry 2 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,708 Underlying: Common Stock · 1,708 shares Expires 2023-10-01 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 |
| October 01, 2021 Filed Oct 4, 2021 16:06 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058917 · doc4.xml · derivative · entry 1 Toscano Kristine · CIK 0001882047 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,470 Underlying: Common Stock · 1,470 shares Expires 2022-10-01 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.