Lori Anne Pearson - 18 Mar 2026 Form 3 Insider Report for Brookfield Wealth Solutions Ltd. (BNT)

Source evidence Original filing metadata and source links for verification. 3 source fields
SEC form
3
Accepted by SEC
18 Mar 2026, 16:35:13 UTC
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Susan Rumble, Attorney-in-Fact

Key filing fact

Lori Anne Pearson filed Form 3 for Brookfield Wealth Solutions Ltd. (BNT) on 18 Mar 2026.

Key facts

  • This page summarizes Lori Anne Pearson's Form 3 filing for Brookfield Wealth Solutions Ltd. (BNT).
  • 0 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 18 Mar 2026, 16:35.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

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

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (1)

CIK 0002121022 Primary reporting owner

Pearson Lori Anne

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BNT holding

Class A Exchangeable Limited Voting Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
117,763
Date
18 Mar 2026
Ownership
Direct
Footnotes
F1
BNT holding

Class A Exchangeable Limited Voting Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,769
Date
18 Mar 2026
Ownership
See Footnote
Footnotes
F1, F2
BNT holding

Class A Exchangeable Limited Voting Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
75,000
Date
18 Mar 2026
Ownership
See Footnote
Footnotes
F1, F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote 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).

Footnote F2

Held through 1000698914 Ontario Inc.

Footnote 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.

SEC remarks

Exhibit List - Exhibit 24 - Power of Attorney

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