Every Form 4 that Brighthouse Financial, Inc. 6.25% Junior Subordinated Debentures due 2058 (BHFAL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BHFAL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BHFAL filings page.
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.
Brighthouse Financial director C. Edward Chaplin reported equity compensation changes. On June 2, 2026, he acquired 4,556 shares of common stock through the exercise of previously granted Restricted Stock Units, bringing his direct common stock holdings to 54,454 shares.
On the same date, he received a new grant of 4,257 Restricted Stock Units for service as a Board member and independent Chairman, each RSU representing one share of common stock. 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.
Brighthouse Financial director Lizabeth H. Zlatkus reported routine equity compensation activity. She exercised 2,837 previously granted Restricted Stock Units (RSUs), receiving the same number of Brighthouse common shares, and now directly holds 7,234 common shares. She also received a new award of 2,651 RSUs for Board service, which will convert one-for-one into common stock upon vesting.
Brighthouse Financial director Diane E. Offereins exercised 2,837 Restricted Stock Units into the same number of common shares on June 2, 2026, and received a new award of 2,651 RSUs for board service. She now directly holds 28,634 common shares plus 2,651 RSUs subject to future vesting.
Brighthouse Financial director Paul M. Wetzel reported compensation-related equity activity involving deferred restricted stock units (RSUs). On May 1, 2026, he exercised RSU-based derivative awards to receive 4,823 shares of Brighthouse Financial, Inc. common stock at a conversion price of $0.00 per share.
The RSUs were granted for service on the Board under Brighthouse equity plans and had previously vested in June 2023 and June 2024. Shares were delivered according to Wetzel’s deferred compensation elections, with installments scheduled in 2025, 2026 and 2027. The filing also notes 9 shares of common stock held indirectly through his spouse.
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.
Brighthouse Financial, Inc. Chief Accounting Officer Melissa B. Pavlovich reported routine equity compensation activity. She exercised and settled 5,581 Restricted Stock Units granted in October 2024, receiving the same number of common shares as the RSUs vested.
To cover related tax obligations, 1,588 common shares were withheld and surrendered back, a non-market, tax-withholding disposition rather than an open-market sale. After these transactions, Pavlovich directly holds 12,644 shares of Brighthouse Financial common stock.
Brighthouse Financial, Inc. Chief Accounting Officer Melissa B. Pavlovich reported equity compensation activity involving both stock units and common shares. On February 27 and March 2, 2026, performance share units and restricted stock units vested and converted into common stock, and she also received new RSU and stock awards. A total of 468 and 388 common shares were withheld at a price of $59.98 per share to cover tax obligations on the PSU and RSU vesting, rather than being sold in open-market transactions.
Brighthouse Financial President and CEO Eric T. Steigerwalt reported multiple equity-compensation transactions in late February and early March 2026. On February 27, 2026, he acquired 75,577 shares of common stock as a grant and disposed of 29,740 shares to cover tax obligations at $59.98 per share.
On March 2, 2026, he exercised and converted several batches of Restricted Stock Units (RSUs) into common stock and received additional RSU awards, including a grant of 109,411 RSUs. He also disposed of 13,996 common shares at $59.98 per share for tax withholding tied to vesting of performance share units and RSUs.
Brighthouse Financial, Inc. executive vice president and chief financial officer Edward A. Spehar reported multiple equity award activities. He acquired restricted stock units and common shares through the vesting and conversion of performance share units and RSUs on February 27 and March 2, 2026, while certain common shares were withheld at $59.980 per share to cover tax obligations. Following these transactions, he directly held 64,413 shares of common stock and 33,844 restricted stock units.
Brighthouse Financial, Inc. executive Lin Allie, EVP & General Counsel, reported multiple equity transactions involving performance and restricted stock awards. On February 27, 2026, she acquired 8,974 shares of common stock through a grant or award and had 3,899 shares withheld at $59.98 per share to cover tax obligations tied to vesting.
On March 2, 2026, she exercised or converted several tranches of Restricted Stock Units (RSUs) totaling 1,899, 2,653, and 2,520 units, and received a new award of 19,608 RSUs. RSU vesting and payouts delivered 7,072 common shares, while an additional 3,136 shares were withheld at $59.98 per share to satisfy tax liabilities. Following these transactions, she directly owned 15,462 shares of common stock and 19,608 RSUs.
Brighthouse Financial EVP and COO Myles Lambert reported multiple equity compensation transactions involving performance and restricted stock. On 2026-03-02, he acquired common shares through the vesting and conversion of Restricted Stock Units and Performance Share Units, with some shares withheld to cover related tax obligations. He also received a new grant of 35,595 Restricted Stock Units, each representing the right to one share of Brighthouse Financial common stock, which will vest in installments through 2029-03 as described in the award terms. Separate awards granted in 2023, 2024 and 2025 continued to vest in scheduled tranches, with additional shares withheld at a price of $59.98 per share to satisfy tax liabilities. After these transactions, Lambert directly owned 49,788 shares of Brighthouse Financial common stock.
Brighthouse Financial EVP and Chief HR Officer Vonda Huss reported multiple equity compensation transactions. She received common stock awards of 8,879 shares on February 27, 2026 and new grants of 14,383 restricted stock units on March 2, 2026, both at no cash cost to her.
Several tranches of earlier restricted stock unit and performance share unit awards vested, converting into common shares. On both February 27 and March 2, shares were automatically withheld at prices of $59.98 per share to cover tax obligations upon these vestings, rather than through open-market sales.
Brighthouse Financial EVP & Chief Investment Officer John Rosenthal reported multiple equity compensation transactions. On February 27, 2026, he acquired 15,520 shares of common stock as a grant or award, with 7,907 shares of common stock withheld at $59.98 per share to cover tax obligations tied to vesting.
On March 2, 2026, performance share units and restricted stock units vested, resulting in common stock being delivered through derivative exercises and conversions, along with additional RSU vesting tranches from prior-year awards. He also received a new 23,966-unit RSU award, which will vest in installments as described in the footnotes, and had 5,498 shares withheld at $59.98 per share for taxes.