Brookfield Wealth (BNT) director discloses exchangeable share stake

Rhea-AI Filing Summary

Brookfield Wealth Solutions Ltd. director Barry S. Blattman filed an initial ownership report showing holdings of Class A Exchangeable Limited Voting Shares. He directly holds 899,052 shares and indirectly holds additional shares through two family trusts. These exchangeable shares can be swapped one-for-one into Class A Limited Voting Shares of Brookfield Corporation or an equivalent cash amount, at Brookfield Corporation’s election.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider BLATTMAN BARRY S

Role Director

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

Holdings After Transaction: Class A Exchangeable Limited Voting Shares — 899,052 shares (Direct); Class A Exchangeable Limited Voting Shares — 66 shares (Indirect, See Footnote)

Footnotes (1)

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). Held through The Blattman & Borg 2012 Family Annual Exclusion Trust. Held through The Blattman 2012 Long-Term Trust.

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

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

1. Name and Address of Reporting Person^*

BLATTMAN BARRY S

(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)

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)	899,052	D
Class A Exchangeable Limited Voting Shares(1)	66	I	See Footnote(2)
Class A Exchangeable Limited Voting Shares(1)	222,585	I	See Footnote(3)

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).

2. Held through The Blattman & Borg 2012 Family Annual Exclusion Trust.

3. Held through The Blattman 2012 Long-Term Trust.

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 does the Brookfield Wealth Solutions (BNT) Form 3 filing show for Barry S. Blattman?

The Form 3 shows Barry S. Blattman’s initial ownership in Brookfield Wealth Solutions Class A Exchangeable Limited Voting Shares. He reports a large direct position plus additional indirect holdings through family trusts, establishing his baseline stake as a director in these exchangeable securities.

How many Brookfield Wealth Solutions (BNT) shares does Barry S. Blattman hold directly and indirectly?

Barry S. Blattman directly holds 899,052 Class A Exchangeable Limited Voting Shares. He also has indirect interests in additional shares, reported as 66 and 222,585 shares, which are held through two family trusts identified in the filing’s footnotes as long-term estate and family planning vehicles.

What are Brookfield Wealth Solutions Class A Exchangeable Limited Voting Shares reported in this Form 3?

The Class A Exchangeable Limited Voting Shares are securities of Brookfield Wealth Solutions Ltd. that can be exchanged into Class A Limited Voting Shares of Brookfield Corporation on a one-for-one basis, or for a cash equivalent, with the form of payment chosen by Brookfield Corporation under the disclosed terms.

How are some of Barry S. Blattman’s Brookfield Wealth Solutions (BNT) shares held indirectly?

Part of Barry S. Blattman’s interest is held indirectly through two trusts. The filing identifies The Blattman & Borg 2012 Family Annual Exclusion Trust and The Blattman 2012 Long-Term Trust, which together hold the reported indirect Class A Exchangeable Limited Voting Shares for estate and family planning purposes.

Does this Brookfield Wealth Solutions (BNT) Form 3 indicate any recent buying or selling activity?

The Form 3 functions as an initial ownership statement rather than a trade report. The entries are classified as holdings with unknown transaction codes, and the transaction summary shows no buys or sells, indicating the focus is on disclosing existing positions, not recent trading activity.