Welcome to our dedicated page for Brookfield Wealth Solutions SEC filings (Ticker: BNT), 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.
Brookfield Wealth Solutions Ltd. filings document a foreign private issuer with insurance, retirement services, wealth protection and capital-solutions operations. Form 20-F annual reporting and Form 6-K reports disclose audited and interim financial statements, operating results, distributions, insurance subsidiary capital, investment activity, acquisitions and updates across life, annuity and property/casualty businesses.
The company’s regulatory filings also cover governance and shareholder matters, including its Code of Business Conduct and Ethics, annual general and special meeting records, and voting mechanics for class A exchangeable limited voting shares, class B limited voting shares and class C non-voting shares. Capital-structure disclosures address the exchangeability of the class A shares with Brookfield Corporation shares, registration-statement incorporation, and the completed three-for-two stock split.
Brookfield Wealth Solutions Ltd., a Bermuda company listed on the NYSE, has filed its Form 20-F annual report for the year ended December 31, 2025. The filing outlines its exchangeable share structure, designed to mirror one Brookfield Class A Share economically through exchange rights and matched distributions.
As of December 31, 2025, the company had 65,307,416 Class A exchangeable limited voting shares, 36,000 Class B limited voting shares and 272,687,160 Class C non-voting shares outstanding. The report highlights completed acquisitions, including the AEL Acquisition for approximately $4.3 billion and the Clearbrook Acquisition for approximately $1.1 billion, and a proposed Just Group acquisition for approximately £2.4 billion. It also introduces key non-GAAP measures such as Distributable Operating Earnings, adjusted equity and liquidity, and provides extensive risk disclosures covering the exchangeable shares, regulatory and tax risks, and the company’s reliance on Brookfield Corporation.
Brookfield Wealth Solutions Ltd. director Rodert Lars filed an initial ownership report on Form 3. This filing establishes his status as an insider of the company but does not list any stock or option holdings and reports no buying, selling, or other transactions.
Brookfield Wealth Solutions Ltd. director Michele Coleman Mayes has filed an initial Form 3 reporting her status as an insider of the company. The filing lists her as a director but does not report any purchases, sales, or other transactions in BNT securities.
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.
Brookfield Wealth Solutions Ltd. director Chang Soonyoung has filed an initial Form 3 with the SEC. This filing serves as the first required statement of beneficial ownership for this insider and, in the excerpt provided, does not report any share transactions.
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.
Brookfield Wealth Solutions Ltd. filed an initial insider ownership report for director Gregory E. A. Morrison. The filing identifies him as a director of the company but, in this excerpt, does not show any reported transactions or derivative positions.
Brookfield Wealth Solutions Ltd. director Anne C. Schaumburg filed an initial ownership report showing indirect holdings of 2,183.8490 Class A Exchangeable Limited Voting Shares. These shares are held through a SEP IRA and are exchangeable into Class A Limited Voting Shares of Brookfield Corporation on a one-for-one basis, or a cash equivalent at Brookfield Corporation’s election.
Brookfield Wealth Solutions Ltd. director Lori Anne Pearson filed an initial Form 3 reporting her holdings of Class A Exchangeable Limited Voting Shares. She reports 117,763 shares held directly, plus additional indirect interests, including shares held through a related Ontario company and interests tied to escrowed stock arrangements.
The exchangeable shares may be exchanged on a one-for-one basis into Class A Limited Voting Shares of Brookfield Corporation or a cash equivalent, at Brookfield Corporation’s election. Certain indirect interests arise from an escrowed stock plan where awards generally vest 20% each year beginning on the first anniversary of the award date and may deliver exchangeable shares no later than the 10th anniversary.
Brookfield Wealth Solutions Ltd. filed an initial insider ownership report for Chief Actuary Paul Gilchrist Forestell. This Form 3 establishes him as a reporting insider for Brookfield Wealth Solutions, meaning his future equity-related holdings and transactions in BNT shares will be subject to public disclosure rules.