Brookfield Wealth director reports 8,947 share holding

Brookfield Wealth Solutions Ltd. director William John Cox filed an initial Form 3 reporting beneficial ownership of 8,947 Class A Exchangeable Limited Voting Shares.

Accepted by SEC EDGAR 03/18/2026 - 04:37 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Brookfield Wealth Solutions Ltd. director William John Cox filed an initial Form 3 reporting beneficial ownership of 8,947 Class A Exchangeable Limited Voting Shares. These shares are exchangeable on a one-for-one basis into Class A Limited Voting Shares of Brookfield Corporation or their cash equivalent at Brookfield Corporation’s election.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Cox William John

Role Director

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

Holdings: Class A Exchangeable Limited Voting Shares — 8,947 shares (Direct)

Footnotes (1)

1. F1. Represents Class A Exchangeable Limited Voting Shares of Brookfield Wealth Solutions Ltd., 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).

FAQ

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

What does Brookfield Wealth Solutions (BNT) director William John Cox report in this Form 3?

William John Cox reports his initial beneficial ownership of 8,947 Class A Exchangeable Limited Voting Shares. This Form 3 serves as his first statement of holdings as a director of Brookfield Wealth Solutions Ltd., establishing his direct equity position in the company’s exchangeable share structure.

How many Brookfield Wealth Solutions (BNT) shares does William John Cox hold?

William John Cox holds 8,947 Class A Exchangeable Limited Voting Shares following the reported position. This figure reflects his direct ownership as disclosed, providing a clear snapshot of his equity interest at the time of the Form 3 without indicating any recent purchase or sale transaction.

What type of security is reported in the Brookfield Wealth Solutions (BNT) Form 3?

The Form 3 reports Class A Exchangeable Limited Voting Shares of Brookfield Wealth Solutions Ltd. According to the disclosure, these exchangeable shares can be converted into Class A Limited Voting Shares of Brookfield Corporation on a one-for-one basis or into their cash equivalent, at Brookfield Corporation’s election.

How are Brookfield Wealth Solutions (BNT) exchangeable shares linked to Brookfield Corporation?

Each Class A Exchangeable Limited Voting Share of Brookfield Wealth Solutions is exchangeable into one Class A Limited Voting Share of Brookfield Corporation or its cash equivalent. The form of payment—shares or cash—is determined at the election of Brookfield Corporation, giving that company discretion over settlement method.

Does the Brookfield Wealth Solutions (BNT) Form 3 show any insider buying or selling activity?

The Form 3 primarily reports a holding of 8,947 exchangeable shares rather than a buy or sell transaction. Transaction fields are marked as holding with an unknown code, indicating this filing serves to disclose existing ownership, not to document a new market trade or disposition.

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^*

Cox William John

(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)

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

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)	8,947	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 of Brookfield Wealth Solutions Ltd., 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).

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)