Brighthouse director exercises 3,361 RSUs
Brighthouse Financial director Carol Juel exercised compensation-related stock units into common shares.
Rhea-AI Filing Summary
Brighthouse Financial director Carol Juel exercised compensation-related stock units into common shares. On May 1, 2026, Juel exercised 3,361 shares of Brighthouse Financial, Inc. common stock from vested Restricted Stock Units awarded for board service.
These RSUs were granted under the company’s 2017 Non-Management Director Stock Compensation Plan and had previously vested and been credited to Juel’s deferred compensation account. After the transaction, Juel directly holds 5,157 shares of common stock. The filing also shows 7,553 Deferred Restricted Stock Units recorded in a deferred compensation arrangement, reflecting ongoing equity-based director compensation rather than open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
3,361 shares exercised/converted
Exercise
2 txns
Insider
Juel Carol
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Deferred Restricted Stock Units | 3,361 | $0.00 | $0.00 |
| Exercise | Common Stock | 3,361 | $0.00 | $0.00 |
Holdings After Transaction:
Deferred Restricted Stock Units — 7,553 contracts (Direct);
Common Stock — 5,157 shares (Direct)
Footnotes (3)
- F1. Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
- F2. Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.
- F3. The RSUs vested on June 8, 2023 and the vested shares were credited to the Reporting Person's deferred compensation account in accordance with the Reporting Person's deferral election made pursuant to the terms of the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares are being paid out in accordance with the Reporting Person's deferral election.
Key Figures
RSUs exercised into common stock: 3,361 shares
Common shares held after transaction: 5,157 shares
Deferred Restricted Stock Units balance: 7,553 units
+1 more
4 metrics
RSUs exercised into common stock
3,361 shares
Exercise of Restricted Stock Units on May 1, 2026
Common shares held after transaction
5,157 shares
Direct ownership following May 1, 2026 transactions
Deferred Restricted Stock Units balance
7,553 units
Deferred Restricted Stock Units shown after transaction
Derivative exercises in this filing
3,361 shares
transactionSummary exerciseShares for derivative exercises
Key Terms
Restricted Stock Unit ("RSU"), Deferred Restricted Stock Units, Deferred Compensation Plan for Non-Management Directors, 2017 Non-Management Director Stock Compensation Plan
4 terms
Restricted Stock Unit ("RSU") financial
"Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share"
Deferred Restricted Stock Units financial
"The RSUs vested ... and the vested shares were credited to the Reporting Person's deferred compensation account"
Deferred restricted stock units are promises by a company to give employees or executives company shares at a future date, subject to conditions like continued employment or performance targets; the delivery and tax event are intentionally delayed. They matter to investors because they affect when new shares may be issued and how executives are motivated—like a paycheck held in escrow that vests over time, influencing potential share dilution and management behavior.
Deferred Compensation Plan for Non-Management Directors financial
"pursuant to the terms of the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors"
2017 Non-Management Director Stock Compensation Plan financial
"Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan"
FAQ
What insider transaction did Brighthouse Financial (BHF) report for Carol Juel?
Brighthouse Financial reported that director Carol Juel exercised 3,361 Restricted Stock Units into common stock. These units were part of her board compensation and had already vested under the company’s director stock compensation and deferred compensation plans.
Was Carol Juel’s Brighthouse (BHF) Form 4 transaction an open-market stock purchase?
No, the Form 4 shows a derivative exercise, not an open-market purchase. Juel converted vested Restricted Stock Units granted for board service into common shares under company compensation and deferred compensation plans, with no reported market trade price.
What are the Restricted Stock Units mentioned in Brighthouse (BHF) director Juel’s filing?
Each Restricted Stock Unit (RSU) in this filing represents the contingent right to receive one Brighthouse Financial common share. The RSUs were granted for board service, vested previously, and are paid out or deferred according to Juel’s compensation deferral elections.
Which compensation plans govern Carol Juel’s Brighthouse Financial (BHF) equity awards?
The equity awards are tied to the 2017 Non-Management Director Stock Compensation Plan and the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. These plans govern RSU grants, vesting, and how vested shares are credited and later paid to directors.
AI-generated analysis. How Rhea-AI works. Not financial advice.
