Form 4 for BHF Brighthouse Financial, Inc.
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001784788-24-000006 · 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 | 2024-03-05 | 2024-03-01 | BHF | Spehar Edward A. | EVP, CFO | F - Tax | $46.16 | -15.1K | 51.9K | -23% | -$695.8K |
| D | 2024-03-05 | 2024-03-01 | BHF | Spehar Edward A. | EVP, CFO | M - OptEx | — | +13.2K | 67.0K | +24% | — |
| DM | 2024-03-05 | 2024-03-01 | BHF | Spehar Edward A. | EVP, CFO | M - OptEx | $0.00 | -13.2K | 0 | -100% | $0 |
| D | 2024-03-05 | 2024-03-01 | BHF | Spehar Edward A. | EVP, CFO | A - Grant | $0.00 | +16.3K | 16.3K | 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 | 2024-03-01 | F | D | 5,788 | $46.16 | 61,176 | D | — | — | (F3) Shares withheld to cover tax obligations in connection with the vesting of RSUs. |
| 2 | Common | Common Stock | 2024-03-01 | F | D | 9,286 | $46.16 | 51,890 | D | — | — | (F4) Shares withheld to cover tax obligations in connection with the payout under the 2021 Performance Share Unit award. |
| 3 | Common | Common Stock | 2024-03-01 | M | A | 13,165 | — | 66,964 | D | — | — | (F1) Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2021, March 2022 and March 2023. (F2) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. |
| 4 | Derivative | Restricted Stock Units | 2024-03-01 | M | D | 3,976 | $0.00 | 7,952 | D | — · — to — | 3,976 Common Stock | (F2) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. (F7) Represents the vesting of the first of three tranches of the 2022 RSU award. The final tranche will vest in substantially equal installments on the first business day in March 2025 and 2026. |
| 5 | Derivative | Restricted Stock Units | 2024-03-01 | M | D | 4,827 | $0.00 | 4,827 | D | — · — to — | 4,827 Common Stock | (F2) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. (F6) 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. |
| 6 | Derivative | Restricted Stock Units | 2024-03-01 | A | A | 16,334 | $0.00 | 16,334 | D | — · — to — | 16,334 Common Stock | (F2) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. (F8) RSUs awarded in 2024 vest in three substantially equal installments on the first business day in March 2025, 2026 and 2027. |
| 7 | Derivative | Restricted Stock Units | 2024-03-01 | M | D | 4,362 | $0.00 | 0 | D | — · — to — | 4,362 Common Stock | (F2) Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. (F5) Represents the vesting of the final tranche of the 2021 RSU award. |