Sachin Shah - 18 Mar 2026 Form 3 Insider Report for Brookfield Wealth Solutions Ltd. (BNT)

Role
Chief Executive Officer, Director
Signature
/s/ Susan Rumble, Attorney-in-Fact
Issuer symbol
BNT
Transactions as of
18 Mar 2026
Net transactions value
$0
Form type
3
Filing time
18 Mar 2026, 16:26:22 UTC
Previous filing
31 Dec 2024
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Shah Sachin Chief Executive Officer, Director C/O BROOKFIELD WEALTH SOLUTIONS LTD., IDEATION HOUSE, 1ST FL, 94 PITTS BAY RD, PEMBROKE, BERMUDA /s/ Susan Rumble, Attorney-in-Fact 18 Mar 2026 0001720796

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding BNT Class A Exchangeable Limited Voting Shares 20,123 18 Mar 2026 Direct F1
holding BNT Class A Exchangeable Limited Voting Shares 6,769 18 Mar 2026 See Footnote F1, F2
holding BNT Class A Exchangeable Limited Voting Shares 1,921,054 18 Mar 2026 See Footnote F1, F3
holding BNT Class A Exchangeable Limited Voting Shares 657 18 Mar 2026 See Footnote F1, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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).
F2 Held through 1000701948 Ontario Inc.
F3 Represents BWS Exchangeable Shares that may be issued upon exchange of non-voting escrowed shares of one or more private escrowed companies pursuant to BWS Escrowed Stock Plan. Each escrowed share represents the right to receive BWS Exchangeable Shares no later than the 10th anniversary of the award date based on the value of the escrowed shares on the date of the exchange, which is calculated based on the increase in value of the BWS Exchangeable Shares held by the applicable escrowed company since the award date of the escrowed shares. Escrowed share awards generally vest 20% each year commencing on the first anniversary of the award date. Reported amount includes reporting person's pro rata interest in the escrowed shares held by the applicable escrowed company.
F4 Held through Partners Sach Ltd.

Remarks:

Exhibit List - Exhibit 24 - Power of Attorney