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Brighthouse Financial, Inc. (BHF) reported the initial beneficial ownership of its Chief Accounting Officer, Richard A. Cook, showing common stock and restricted stock unit (RSU) holdings. He holds 6,914 shares of common stock directly and 55 shares indirectly through his spouse. He also has RSUs tied to 1,650 shares awarded in 2026 that vest in three equal installments on the first business day in March 2027, 2028 and 2029, RSUs tied to 758 shares from a 2025 award vesting in two installments in March 2027 and 2028, and RSUs tied to 337 shares from a 2024 award vesting in March 2027.
Brighthouse Financial, Inc. (BHF) announced a leadership change in its finance organization. The Board appointed Richard A. Cook, currently Deputy Chief Accounting Officer, as Chief Accounting Officer effective September 3, 2026, succeeding Melissa B. Pavlovich, whose last day will be September 2, 2026. The company states that Ms. Pavlovich’s departure is not related to its financial statements, disclosures, or accounting principles and practices.
In his new role, Mr. Cook will receive an annual base salary of $425,000, a target annual short-term incentive opportunity of 60% of base salary, and a target long-term incentive opportunity valued at $219,500 under the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan, all subject to plan terms and performance goals. Mr. Cook, age 50, has been with Brighthouse since 2016 and previously held senior accounting and reporting roles at MetLife and other financial institutions.
Brighthouse Financial, a large U.S. annuity and life insurer, reported Q2 2026 net income available to common shareholders of $956 million, or diluted EPS of $16.53, up from $60 million and $1.02 a year earlier, on revenues of $1,622 million versus $871 million. For the first six months, net income to common was $164 million compared with a loss of $234 million in 2025.
Results continue to be influenced by market-sensitive items, including Q2 2026 net derivative losses of $(477) million and a favorable change in market risk benefits of $(1,370) million. As of June 30, 2026, total assets were $247,180 million, cash and cash equivalents were $7,105 million, and policyholder account balances were $89,076 million.
Brighthouse remains party to a definitive merger agreement with Aquarian Holdings VI L.P. Under this agreement, at the merger’s effective time each outstanding common share will be converted into the right to receive $70.00 in cash, without interest and subject to applicable withholding, and Brighthouse will become a wholly owned subsidiary of Aquarian Parent.
Brighthouse Financial reported net income available to shareholders of $956 million for the quarter ended June 30, 2026, or $16.53 per diluted share, compared with $60 million, or $1.02 per diluted share, in the prior-year quarter. Adjusted earnings were $258 million, or $4.45 per diluted share, versus $198 million, or $3.43 per share, with no notable items in either period.
The Annuities segment generated adjusted earnings of $349 million, above both second-quarter 2025 and first-quarter 2026. The Life and Run-off segments reduced adjusted losses to $4 million and $56 million, respectively, while Corporate & Other recorded an adjusted loss of $31 million. Annuity sales were $2.4 billion, up 11% sequentially but down 7% from the year-ago quarter and 5% year-to-date, as lower fixed annuity sales were partly offset by record Shield Level Annuity sales exceeding $2.1 billion; life sales were $39 million, higher both sequentially and year-over-year.
Book value was $4.9 billion, or $84.35 per share, and $9.0 billion excluding AOCI, or $156.10 per share, as of June 30, 2026. Statutory combined total adjusted capital was $4.9 billion, with an estimated combined risk-based capital ratio between 430% and 450%, at the upper end of the 400% to 450% target range, and holding company liquid assets of $0.9 billion. Brighthouse also highlighted its pending all-cash merger under which an affiliate of Aquarian Capital has agreed to acquire the company for $70.00 per share, valuing the transaction at approximately $4.1 billion; all conditions other than specified insurance regulatory approvals have been satisfied or waived, and closing is expected in 2026.
Dimensional Fund Advisors LP, a Delaware limited partnership and registered investment adviser, reports beneficial ownership of 3,634,379 shares of Brighthouse Financial common stock, representing 6.3% of the class. It has sole voting power over 3,571,559 shares and sole dispositive power over 3,634,379 shares.
The shares are held by various funds and accounts for which Dimensional or its subsidiaries act as adviser or manager, and all economic rights belong to those funds. Dimensional may be deemed a beneficial owner for Section 13(d) purposes but expressly disclaims beneficial ownership otherwise.
Brighthouse Financial, Inc. director Paul M. Wetzel reported equity compensation and related movements in company stock. He exercised 2,837 Restricted Stock Units (RSUs) into the same number of shares of common stock on June 2, 2026, reflecting an option-like conversion rather than an open-market purchase. Following this exercise, his direct common stock holdings increased to 23,663 shares. On the same date, he received a new grant of 2,651 RSUs as an award for service as a Board member under Brighthouse Financial’s 2017 Non-Management Director Stock Compensation Plan. These RSUs each represent the contingent right to receive one share of common stock and will vest on the earlier of the first anniversary of the grant or the 2027 annual stockholders meeting. The filing also shows 9 shares of common stock held indirectly through his spouse.
Brighthouse Financial director Carol Juel reported equity compensation and deferral activity involving company stock. On June 2, 2026, she received a grant of 2,651 Restricted Stock Units (RSUs) for service on the board under the 2017 Non-Management Director Stock Compensation Plan. These RSUs will vest on the earlier of the first anniversary of the grant date or the 2027 annual meeting, with vested shares deferred under the company’s deferred compensation plan. On the same date, 2,837 previously granted RSUs vested at the 2026 annual meeting and were converted into 2,837 deferred RSUs, increasing her deferred RSU balance to 10,390 units. These transactions are compensation awards and conversions, with no open-market purchases or sales.
Brighthouse Financial director Stephen C. Hooley reported stock-based compensation and deferral activity. He received a grant of 2,651 Restricted Stock Units (RSUs) for service on the board, each representing one share of Brighthouse Financial common stock.
These new RSUs will vest on the earlier of the first anniversary of the grant date or the 2027 annual meeting of stockholders and will then be deferred under the company’s deferred compensation plan. Separately, RSUs that vested on the date of the 2026 annual meeting were converted into 2,837 deferred RSUs, which will be settled in shares or cash after his board service ends or according to his deferral election. All transactions are compensation-related grants and conversions, with no open-market purchases or sales.
Brighthouse Financial, Inc. director Michael J. Inserra reported equity compensation-related transactions in company stock. On 2026-06-02, he exercised previously granted restricted stock units and deferred restricted stock units to acquire 1,418 shares of Common Stock at a stated price of $0.00 per share, reflecting the conversion of vested awards rather than an open-market purchase.
Inserra also received a new grant of 2,651 Restricted Stock Units for service on the Board under the company’s 2017 Non-Management Director Stock Compensation Plan. The filing shows 4,256 derivative units were exercised or converted in total, and after these transactions he directly holds 9,116 shares of Common Stock. He also holds 3,618 Deferred Restricted Stock Units, which represent rights to receive Brighthouse common stock or equivalent cash in the future in line with his deferral elections and service as a director.
Brighthouse Financial, Inc. director Eileen A. Mallesch reported equity compensation and related conversions, not open‑market trades. On 2026-06-02, she received an award of 2,651 Restricted Stock Units for service as a Board member under the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. These RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders and each unit represents the right to receive one share of Brighthouse Financial common stock.
On the same date, 2,837 RSUs that had vested at the 2026 annual meeting were exercised and deferred into Deferred Restricted Stock Units under the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. Each deferred unit represents the right to receive one share of common stock or a cash amount equal to one share’s value, with payout timing based on the director’s deferral election or, if earlier, upon termination of Board service. Following these actions, Mallesch held 20,820 shares of common stock directly.