STOCK TITAN

Brighthouse (BHF) director granted 2,651 RSUs and defers vested stock

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Juel Carol
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 2,837 $0.00 --
Exercise Deferred Restricted Stock Units 2,837 $0.00 --
Grant/Award Restricted Stock Units 2,651 $0.00 --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Deferred Restricted Stock Units — 10,390 shares (Direct, null)
Footnotes (1)
  1. Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock. The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan.
New RSU grant 2,651 Restricted Stock Units Award for board service on June 2, 2026
RSUs converted 2,837 RSUs Previously granted RSUs converted into deferred RSUs
Deferred RSUs after conversion 10,390 deferred RSUs Balance following June 2, 2026 transactions
Total derivative exercises 5,674 shares Aggregate shares involved in derivative exercises in this filing
Restricted Stock Unit financial
"Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Deferred Restricted Stock Units financial
"Each deferred RSU represents the deferred right to receive one share of BHF common stock"
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.
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."
Deferred Compensation Plan financial
"pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors"
A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Juel Carol

(Last)(First)(Middle)
11225 N COMMUNITY HOUSE RD

(Street)
CHARLOTTE NORTH CAROLINA 28277

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Brighthouse Financial, Inc. [ BHF ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)06/02/2026M2,837(2) (3) (3)Common Stock2,837$00D
Deferred Restricted Stock Units(4)06/02/2026M2,837(2) (3) (3)Common Stock2,837$010,390D
Restricted Stock Units(1)06/02/2026A2,651(2) (5) (5)Common Stock2,651$02,651D
Explanation of Responses:
1. Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
2. Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.
3. The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director.
4. Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock.
5. The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan.
Remarks:
/s/ Alexander V. Ulianov, Attorney-in-Fact, on behalf of Carol Juel06/04/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What equity awards did Brighthouse (BHF) director Carol Juel report on this Form 4?

Director Carol Juel reported receiving 2,651 Restricted Stock Units as board compensation. She also converted 2,837 previously granted RSUs into deferred RSUs, reflecting routine equity compensation and deferral elections rather than open-market stock purchases or sales.

How many Restricted Stock Units were granted to Brighthouse (BHF) director Carol Juel?

Carol Juel was granted 2,651 Restricted Stock Units for service as a board member. The award was made under Brighthouse Financial’s 2017 Non-Management Director Stock Compensation Plan and will vest based on time or the 2027 annual stockholder meeting.

What happened to Carol Juel’s previously granted RSUs at Brighthouse (BHF)?

2,837 previously granted RSUs vested on the date of Brighthouse’s 2026 annual meeting. Juel elected to defer these, converting them into 2,837 deferred RSUs under the company’s deferred compensation plan for non-management directors.

How many deferred Restricted Stock Units does Carol Juel now hold at Brighthouse (BHF)?

After the conversions reported, Carol Juel holds 10,390 deferred Restricted Stock Units. Each deferred RSU represents the right to receive one Brighthouse share, or equivalent cash value, in accordance with her deferral election and plan terms.

Did Carol Juel buy or sell Brighthouse (BHF) stock on the open market?

No open-market buys or sells were reported. The Form 4 reflects equity compensation grants and the conversion of vested RSUs into deferred RSUs, which are non-cash compensation and deferral transactions rather than market trades in Brighthouse shares.