Welcome to our dedicated page for Brighthouse Finl SEC filings (Ticker: BHF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Variable annuity guarantee reserves, derivative hedging tables and policyholder lapse assumptions make Brighthouse Financial’s SEC reports some of the most technical in the insurance sector. Finding where management discusses statutory capital or why hedge costs moved can take hours—and that’s before you scan Form 4 trades.
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Brighthouse Financial has agreed to be acquired by Aquarian Holdings VI L.P. in an all-cash merger. At closing, each share of Brighthouse common stock will be converted into the right to receive $70.00 in cash per share, without interest and subject to tax withholding. This price equals a 37.0% premium to the
The Brighthouse board unanimously determined the deal is fair and in stockholders’ best interests, approved the merger agreement, and recommends voting FOR the merger, the advisory compensation vote and the adjournment proposal. Goldman Sachs and Wells Fargo each delivered fairness opinions supporting the $70.00 consideration.
A special meeting, held virtually, will ask common stockholders to adopt the merger agreement; approval requires a majority of outstanding common shares as of the record date. If completed, Brighthouse will become a wholly owned subsidiary of Aquarian, its common stock will be delisted from Nasdaq, and the transaction will be taxable for U.S. holders. Preferred stock and junior subordinated debentures will remain outstanding with existing rights.
Brighthouse Financial (BHF) furnished quarterly results materials. The company submitted an 8-K noting a news release and a Financial Supplement for the quarter ended September 30, 2025, provided as Exhibits 99.1 and 99.2.
The company states these materials are being furnished under Item 2.02 and, under General Instruction B.2, are not deemed “filed” or incorporated by reference unless specifically referenced.
Brighthouse Financial (BHF) entered a definitive merger agreement on November 6, 2025 with Aquarian Holdings. At closing, Aquarian Beacon Merger Sub Inc. will merge with and into Brighthouse, and Brighthouse will survive as an indirect wholly‑owned subsidiary of Aquarian Holdings VI L.P.
The company distributed merger-related communications, including an employee email and FAQs, a message to distribution partners, and an Aquarian fact sheet (Exhibits 99.1–99.3). A proxy statement will be filed and, when complete, mailed to common stockholders, who are urged to read all SEC materials when available. The filing cautions that completion is subject to regulatory approvals and other customary conditions and notes potential business effects during the pendency of the merger.
Brighthouse Financial entered into a definitive agreement to be acquired by an affiliate of Aquarian Holdings for $70.00 per share in cash, with the company to survive as an indirect wholly owned subsidiary. Closing is subject to a majority stockholder vote and regulatory approvals, including HSR, insurance regulators in Delaware, New York and Massachusetts, and FINRA change‑of‑control approval for Brighthouse Securities.
All outstanding stock options, RSUs (granted before November 6, 2025) and PSUs will vest at closing and convert to cash based on the $70.00 price; RSUs granted on or after November 6, 2025 convert into time‑vested cash awards. No common dividends may be paid before closing. Preferred stock remains outstanding on existing terms, with permitted quarterly dividends up to $412.50 (Series A), $421.875 (Series B), $335.9375 (Series C) and $289.0625 (Series D) per share. Parent financing is committed; financing receipt is not a closing condition.
The agreement includes an outside date of September 6, 2026 (extendable to December 6, 2026 in specified cases). Termination fees apply: approximately $143.5 million payable by the company in certain scenarios and approximately $225.5 million payable by Parent if it fails to close as required.
Brighthouse Financial, Inc. filed a Form S-8 to register securities under its employee benefit plan and incorporates by reference its Annual Report for the fiscal year ended December 31, 2024, and Quarterly Reports for periods ended March 31, 2025, and June 30, 2025. The filing states that Bruce Schindler, Deputy General Counsel of Brighthouse Services, LLC, will provide the opinion on validity and discloses his employment, participation in employee plans, equity compensation and share ownership. The filing describes Delaware law provisions and the registrant’s charter and bylaws that limit director and officer monetary liability, permit indemnification and advancement of litigation expenses, and allow purchase of directors’ and officers’ liability insurance.
Melissa B. Pavlovich, Chief Accounting Officer of Brighthouse Financial, Inc. (BHF), filed an initial Form 3 reporting direct ownership of 6,822 shares of common stock and several unvested restricted stock unit awards. The filing lists RSUs awarded in 2025 (1,294 RSUs vesting in three equal installments in March 2026-2028), 2024 awards (5,581 RSUs vesting April 8, 2026 and remaining portions vesting March 2026-2027), 2024 unvested portion (1,076 RSUs), and 2023 unvested portion (413 RSUs). The form is signed by an attorney-in-fact.
Brighthouse Financial reported mixed second-quarter results for the period ended June 30, 2025. The company reported net income available to common shareholders of $60 million for the quarter, up from $9 million a year earlier, and comprehensive income of $498 million versus $28 million. Total revenues declined to $871 million from $1,427 million, driven by large net derivative losses of $1,237 million in the quarter and negative net investment gains.
The balance sheet shows total assets of $242.6 billion and total equity of $5.74 billion. Adjusted earnings remain concentrated in the Annuities segment ($332 million for the quarter). The company recorded allowance increases on mortgage loans to $209 million and noted an overall improvement in net unrealized investment losses in accumulated other comprehensive income, which narrowed by $947 million versus year-end.
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