Brookfield Wealth Solutions (BNT) CFO details initial exchangeable share stake

Rhea-AI Filing Summary

Brookfield Wealth Solutions Ltd. Chief Financial Officer Corbett Thomas Douglas filed an initial ownership report for Class A Exchangeable Limited Voting Shares. He reported 2,967 Exchangeable Shares and 16,469 Restricted Exchangeable Shares, which can be exchanged one-for-one into Class A Limited Voting Shares of Brookfield Corporation or its cash equivalent.

The Restricted Exchangeable Shares generally vest 20% per year over five years, with awards granted in lieu of annual cash bonuses vesting immediately. As of the report date, 3,938 Restricted Exchangeable Shares are vested and 12,531 remain unvested.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Corbett Thomas Douglas

Role Chief Financial Officer

Type	Security	Shares	Price	Value
holding	Class A Exchangeable Limited Voting Shares	--	--	--
holding	Class A Exchangeable Limited Voting Shares	--	--	--

Holdings After Transaction: Class A Exchangeable Limited Voting Shares — 2,967 shares (Direct)

Footnotes (1)

1. Represents Class A Exchangeable Limited Voting Shares ("Exchangeable Shares") of Brookfield Wealth Solutions Ltd. ("BWS"), which are exchangeable into Class A Limited Voting Shares of Brookfield Corporation on a one-for-one basis (subject to adjustment to reflect certain capital events) or its cash equivalent (the form of payment to be determined at the election of Brookfield Corporation). Represents Restricted Exchangeable Shares under BWS Restricted Stock Plan. Restricted Exchangeable Shares generally vest 20% per year over five years in arrears except that Restricted Exchangeable Shares awarded in lieu of an annual cash bonus vest immediately. As of the date of this report, 3,938 of the Restricted Exchangeable Shares are vested and 12,531 are unvested.

Understanding Insider Trading Forms →

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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

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1. Name and Address of Reporting Person^*

Corbett Thomas Douglas

(Last) (First) (Middle)

C/O BROOKFIELD WEALTH SOLUTIONS LTD.

IDEATION HOUSE, 1ST FL, 94 PITTS BAY RD

(Street)

PEMBROKE HM08

(City) (State) (Zip)

BERMUDA

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026

3. Issuer Name and Ticker or Trading Symbol
Brookfield Wealth Solutions Ltd. [ BNT ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Exchangeable Limited Voting Shares(1)	2,967	D
Class A Exchangeable Limited Voting Shares(2)	16,469	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents Class A Exchangeable Limited Voting Shares ("Exchangeable Shares") of Brookfield Wealth Solutions Ltd. ("BWS"), which are exchangeable into Class A Limited Voting Shares of Brookfield Corporation on a one-for-one basis (subject to adjustment to reflect certain capital events) or its cash equivalent (the form of payment to be determined at the election of Brookfield Corporation).

2. Represents Restricted Exchangeable Shares under BWS Restricted Stock Plan. Restricted Exchangeable Shares generally vest 20% per year over five years in arrears except that Restricted Exchangeable Shares awarded in lieu of an annual cash bonus vest immediately. As of the date of this report, 3,938 of the Restricted Exchangeable Shares are vested and 12,531 are unvested.

Remarks:

Exhibit List - Exhibit 24 - Power of Attorney

	/s/ Susan Rumble, Attorney-in-Fact	03/18/2026
	** Signature of Reporting Person	Date
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 5 (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 3: SEC 1473 (03-26)

FAQ

What did Brookfield Wealth Solutions (BNT) CFO report in this Form 3?

The CFO reported his initial ownership of Class A Exchangeable Limited Voting Shares. He holds 2,967 Exchangeable Shares and 16,469 Restricted Exchangeable Shares, establishing his equity stake in Brookfield Wealth Solutions as of the filing date.

What are the Class A Exchangeable Limited Voting Shares reported for BNT?

They are Exchangeable Shares of Brookfield Wealth Solutions that can be exchanged into Class A Limited Voting Shares of Brookfield Corporation on a one-for-one basis or its cash equivalent, with the payment form elected by Brookfield Corporation.

How many Restricted Exchangeable Shares does the BNT CFO hold and how do they vest?

He holds 16,469 Restricted Exchangeable Shares under the BWS Restricted Stock Plan. These generally vest 20% per year over five years in arrears, except awards granted in lieu of an annual cash bonus, which vest immediately upon grant.

How many of the BNT CFO’s Restricted Exchangeable Shares are vested vs. unvested?

As of the report date, 3,938 Restricted Exchangeable Shares are vested and 12,531 are unvested. This split shows the portion already earned versus the remaining shares subject to the vesting schedule and continued service.

What flexibility exists in settling exchanges of BNT Exchangeable Shares?

Upon exchange, Brookfield Corporation may deliver either Class A Limited Voting Shares or the cash equivalent. The form of payment is determined at the election of Brookfield Corporation, providing flexibility in how obligations are settled.

What plan governs the BNT CFO’s Restricted Exchangeable Shares?

His Restricted Exchangeable Shares are issued under the BWS Restricted Stock Plan. The plan provides for 20% annual vesting over five years in arrears, with a special rule that shares awarded instead of an annual cash bonus vest immediately.