Key facts
- This page summarizes John L. Rosenthal's Form 4 filing for Brighthouse Financial, Inc. (BHF).
- 7 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 05 Mar 2024, 17:00.
John L. Rosenthal - 01 Mar 2024 Form 4 Insider Report for Brighthouse Financial, Inc. (BHF)
- Reporting relationship
- EVP & Chief Investment Officer
- Issuer ticker
- BHF
- Reported as of
- 01 Mar 2024
- Net transaction value
- -$772,349
- SEC form
- 4
- Accepted by SEC
- 05 Mar 2024, 17:00:02 UTC
- Prior SEC filing
- 28 Feb 2024
- Next SEC filing
- 04 Jun 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Jacob M. Jenkelowitz, Attorney-in-Fact, on behalf of John L. Rosenthal
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
John L. Rosenthal filed Form 4 for Brighthouse Financial, Inc. (BHF) on 05 Mar 2024.
Change
- Previous filing in this sequence was filed on 28 Feb 2024.
- Current net transaction value: -$772,349.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BHF
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +11,542
- Change %
- +10%
- Price
- Shares after
- 122,994
- Date
- 01 Mar 2024
- Ownership
- Direct
- Footnotes
- F1, F2
BHF
transaction
Common Stock
Tax liability
- Transaction value
- $269,713
- Shares
- -5,843
- Change %
- -4.8%
- Price
- $46.16
- Shares after
- 117,151
- Date
- 01 Mar 2024
- Ownership
- Direct
- Footnotes
- F3
BHF
transaction
Common Stock
Tax liability
- Transaction value
- $502,636
- Shares
- -10,889
- Change %
- -9.3%
- Price
- $46.16
- Shares after
- 106,262
- Date
- 01 Mar 2024
- Ownership
- Direct
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BHF
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -4,443
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 4,443
- Exercise price
- Footnotes
- F2, F5
BHF
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,814
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 3,815
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,814
- Exercise price
- Footnotes
- F2, F6
BHF
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,285
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 6,569
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,285
- Exercise price
- Footnotes
- F2, F7
BHF
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +12,456
- Change %
- Price
- $0.000000
- Shares after
- 12,456
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,456
- Exercise price
- Footnotes
- F2, F8
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 8 footnotes
Footnote F1
Payout of shares upon vesting of shares of tranches of Restricted Stock Units ("RSUs") granted in March 2021, March 2022 and March 2023.
Footnote F2
Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
Footnote F3
Shares withheld to cover tax obligations in connection with the vesting of RSUs.
Footnote F4
Shares withheld to cover tax obligations in connection with the payout under the 2021 Performance Share Unit award.
Footnote F5
Represents the vesting of the final tranche of the 2021 RSU award.
Footnote F6
Represents the vesting of the second of three tranches of the 2022 RSU award. The final tranche will vest on the first business day in March 2025.
Footnote F7
Represents the vesting of the first of three tranches of the 2023 RSU award. The remaining tranches will vest in substantially equal installments on the first business day in March 2025 and 2026.
Footnote F8
RSUs awarded in 2024 will vest in three substantially equal installments on the first business day in March 2025, 2026 and 2027.