Brookfield Wealth CIO named as insider

Brookfield Wealth Solutions Ltd. filed an initial insider ownership report identifying Lorilla Lorenzo Fernando M as Chief Investment Officer.

Accepted by SEC EDGAR 03/18/2026 - 04:33 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Brookfield Wealth Solutions Ltd. filed an initial insider ownership report identifying Lorilla Lorenzo Fernando M as Chief Investment Officer. This Form 3 establishes Fernando M’s status as a reporting insider for Brookfield Wealth Solutions but does not disclose any buy or sell transactions in this filing.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Brookfield Wealth Solutions (BNT) Form 3 filing report?

The Form 3 filing identifies Lorilla Lorenzo Fernando M as Chief Investment Officer and a reporting insider of Brookfield Wealth Solutions Ltd. It serves as an initial statement of insider status, without listing specific stock purchase or sale transactions in this document.

Who is the insider named in Brookfield Wealth Solutions (BNT) Form 3?

The insider is Lorilla Lorenzo Fernando M, who is reported as the Chief Investment Officer of Brookfield Wealth Solutions Ltd. This role places them under insider reporting rules and requires ongoing disclosures of future qualifying equity transactions with the company’s securities.

Does the Brookfield Wealth Solutions (BNT) Form 3 show any insider trades?

No trades are shown in this Form 3. The transaction summary reports zero buys, zero sells, and no derivative exercises, making this filing purely an initial insider status disclosure rather than a record of current trading activity in Brookfield Wealth Solutions shares.

What does the transaction summary indicate in the Brookfield Wealth Solutions (BNT) Form 3?

The transaction summary lists zero buys, zero sells, and zero derivative transactions, with a neutral net buy/sell direction. This indicates the filing does not record any recent equity trades by the reporting person, focusing only on establishing their reporting obligations.

Why is a Form 3 important for Brookfield Wealth Solutions (BNT) investors?

Form 3 is important because it identifies who at Brookfield Wealth Solutions qualifies as an insider subject to reporting rules. Knowing the Chief Investment Officer is a reporting person helps investors track future required Form 4 or Form 5 filings for potential insider trading activity.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Lorilla Lorenzo Fernando M

(Last) (First) (Middle)

C/O BROOKFIELD WEALTH SOLUTIONS LTD.

IDEATION HOUSE, 1ST FL, 94 PITTS BAY RD

(Street)

PEMBROKE HM08

(City) (State) (Zip)

UNITED STATES

(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 Investment 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)

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:

Remarks:

Exhibit List - Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/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)