Form 4 for BHF Brighthouse Financial, Inc.
Accepted 2025-03-03 00:00:00 ET · period of report 2025-02-28 · accession 0001709189-25-000004 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-03-03 | 2025-02-28+ | BHF | Rosenthal John | EVP, CIO | F - Tax | $59.31 | -13.0K | 73.1K | -15% | -$770.6K |
| D | 2025-03-03 | 2025-03-01 | BHF | Rosenthal John | EVP, CIO | M - OptEx | — | +11.3K | 84.3K | +15% | — |
| D | 2025-03-03 | 2025-02-28 | BHF | Rosenthal John | EVP, CIO | A - Grant | $0.00 | +14.1K | 80.3K | +21% | $0 |
| DM | 2025-03-03 | 2025-03-01 | BHF | Rosenthal John | EVP, CIO | M - OptEx | $0.00 | -11.3K | 0 | -100% | $0 |
| D | 2025-03-03 | 2025-03-01 | BHF | Rosenthal John | EVP, CIO | A - Grant | $0.00 | +9,694 | 9,694 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-03-01 | F | D | 5,749 | $59.31 | 78,596 | D | — | — | (F5) Shares withheld to cover tax obligations in connection with the vesting of RSUs. |
| 2 | Common | Common Stock | 2025-03-01 | M | A | 11,251 | — | 84,345 | D | — | — | (F3) Payout of shares upon vesting of shares of tranches of Restricted Stock Units ("RSUs") granted in March 2022, March 2023 and March 2024. (F4) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. |
| 3 | Common | Common Stock | 2025-02-28 | A | A | 14,076 | $0.00 | 80,338 | D | — | — | (F1) Shares earned under the 2022 Performance Share Unit ("PSU") award based on the achievement of performance goals over the 2022-2024 performance period. |
| 4 | Common | Common Stock | 2025-02-28 | F | D | 7,244 | $59.31 | 73,094 | D | — | — | (F2) Shares withheld to cover tax obligations in connection with the vesting of PSUs. |
| 5 | Derivative | Restricted Stock Units | 2025-03-01 | M | D | 4,152 | $0.00 | 8,304 | D | — · — to — | 4,152 Common Stock | (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 2024 RSU award. The remaining tranches will vest in substantially equal installments on the first day in March 2026 and March 2027. |
| 6 | Derivative | Restricted Stock Units | 2025-03-01 | M | D | 3,284 | $0.00 | 3,285 | D | — · — to — | 3,284 Common Stock | (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 2023 RSU award. The remaining tranche will vest on the first day in March 2026. |
| 7 | Derivative | Restricted Stock Units | 2025-03-01 | A | A | 9,694 | $0.00 | 9,694 | D | — · — to — | 9,694 Common Stock | (F4) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. (F9) RSUs awarded in 2025 will vest in three substantially equal installments on the first day in March 2026, March 2027 and March 2028. |
| 8 | Derivative | Restricted Stock Units | 2025-03-01 | M | D | 3,815 | $0.00 | 0 | D | — · — to — | 3,815 Common Stock | (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 2022 RSU award. |