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Brighthouse Financial, Inc. (BHFAO) SEC Filings

BHFAO NASDAQ

Welcome to our dedicated page for Brighthouse Financial SEC filings (Ticker: BHFAO), 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Brighthouse Financial's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Brighthouse Financial's regulatory disclosures and financial reporting.

Rhea-AI Summary

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.

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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.

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Rhea-AI Summary

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.

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Rhea-AI Summary

Brighthouse Financial, Inc. held its 2026 Annual Meeting of Stockholders on June 2, 2026, where stockholders voted on three proposals. All nine director nominees listed in the company’s proxy statement were elected to one-year terms ending at the 2027 Annual Meeting, each receiving over 37.4 million votes in favor with relatively few votes against or abstentions.

Stockholders also ratified Deloitte & Touche LLP as the company’s independent registered public accounting firm for fiscal year 2026, with 43,086,381 votes for, 147,967 against and 80,592 abstentions. In addition, stockholders approved the advisory Say-on-Pay resolution on executive compensation, with 37,075,125 votes for, 545,676 against and 177,414 abstentions, alongside 5,516,725 broker non-votes.

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Brighthouse Financial, Inc. reported a sharp loss for the three months ended March 31, 2026 while preparing to be acquired. The company has agreed to a cash merger under which each common share will be converted into $70.00 in cash at closing.

For the quarter, total revenues were $1.53 billion, down from $2.39 billion a year earlier, mainly because net derivative results swung from a gain of $311 million to a loss of $509 million. The change in market risk benefits expense also remained large at $748 million.

Brighthouse posted a net loss attributable to the company of $766 million, compared with a $268 million loss in the prior-year period. Net loss available to common shareholders widened to $792 million, or $(13.82) per diluted share, versus $(5.04) per share last year. Stockholders’ equity fell to $5.56 billion at March 31, 2026 from $6.77 billion at year-end 2025, reflecting the loss and lower accumulated other comprehensive income.

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Rhea-AI Summary

Brighthouse Financial reported a first quarter 2026 net loss available to shareholders of $792 million, or $13.82 per diluted share, compared with a net loss of $294 million, or $5.04 per diluted share, a year earlier. The company links this volatility mainly to differences between its hedge targets and GAAP reserving, which are sensitive to market movements.

Non-GAAP performance was steadier. Adjusted earnings were $239 million, or $4.15 per diluted share, versus $235 million, or $4.01, in first quarter 2025, while adjusted earnings, less notable items, were $251 million, or $4.35 per diluted share. Annuity sales were $2.2 billion, largely driven by $1.9 billion of Shield Level Annuities, and life sales were $32 million, both down modestly from prior periods.

Capital and liquidity remained solid. Statutory combined total adjusted capital was $5.0 billion, with an estimated combined risk-based capital ratio between 430% and 450%, at the upper end of the company’s stated target range. Holding company liquid assets totaled $0.9 billion at March 31, 2026.

The release also reiterates a pending all-cash merger. An affiliate of Aquarian Capital LLC has agreed to acquire Brighthouse Financial for $70.00 per share, valuing the transaction at approximately $4.1 billion. Stockholders approved the merger at a special meeting on February 12, 2026, and closing is expected in 2026, subject to customary conditions and regulatory approvals.

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Rhea-AI Summary

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.

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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.

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Vanguard Capital Management reports beneficial ownership of 3,007,422 shares (5.25%) of Brighthouse Financial Inc common stock as of 03/31/2026. The filing states Vanguard has sole dispositive power over 3,007,422 shares and sole voting power for 437,748 shares. The Schedule 13G filing is signed on 04/29/2026 and notes holdings include securities held for Vanguard funds and managed accounts.

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Brighthouse Financial is asking stockholders to vote at its June 2, 2026 virtual annual meeting on three items: electing nine directors, ratifying Deloitte & Touche as auditor for 2026, and approving executive pay in an advisory Say‑on‑Pay vote.

The proxy highlights a pending all‑cash merger under which an affiliate of Aquarian Capital LLC will acquire Brighthouse Financial for $70.00 per share, valuing the deal at about $4.1 billion, following stockholder approval at a February 2026 special meeting and subject to regulatory clearances. The company reports a strong 2025 capital position, including a combined risk‑based capital ratio of 456%, normalized statutory earnings of $1.0 billion, and total annuity sales of about $10.3 billion with record Shield annuity and life insurance volumes.

The board emphasizes independent oversight, with eight of nine directors independent and an independent chair, and discloses that 2025 Say‑on‑Pay support was 93.1%. The compensation program remains pay‑for‑performance focused, using short‑term metrics such as corporate expenses, sales, and normalized statutory earnings, and long‑term performance share units tied to net cash flow to the holding company and statutory expense ratio, plus a relative total shareholder return modifier.

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FAQ

How many Brighthouse Financial (BHFAO) SEC filings are available on StockTitan?

StockTitan tracks 31 SEC filings for Brighthouse Financial (BHFAO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Brighthouse Financial (BHFAO)?

The most recent SEC filing for Brighthouse Financial (BHFAO) was filed on June 4, 2026.