Allie Lin - Feb 28, 2025 Form 4 Insider Report for Brighthouse Financial, Inc. (BHF)

Role
EVP & General Counsel
Signature
/s/ Jacob M. Jenkelowitz, Attorney-in-Fact, on behalf of Allie Lin
Stock symbol
BHF
Transactions as of
Feb 28, 2025
Transactions value $
-$22,004
Form type
4
Date filed
3/3/2025, 04:41 PM
Previous filing
Mar 5, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BHF Common Stock Award $0 +756 +22.53% $0.00 4.11K Feb 28, 2025 Direct F1
transaction BHF Common Stock Tax liability -$22K -371 -9.02% $59.31 3.74K Feb 28, 2025 Direct F2
transaction BHF Common Stock Options Exercise +4.86K +129.97% 8.6K Mar 1, 2025 Direct F3, F4
transaction BHF Common Stock Tax liability $0 -2.15K -25% $0.00 6.45K Mar 1, 2025 Direct F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BHF Restricted Stock Units Options Exercise $0 -308 -100% $0.00 0 Mar 1, 2025 Common Stock 308 Direct F4, F6
transaction BHF Restricted Stock Units Options Exercise $0 -1.9K -50% $0.00 1.9K Mar 1, 2025 Common Stock 1.9K Direct F4, F7
transaction BHF Restricted Stock Units Options Exercise $0 -2.65K -33.34% $0.00 5.31K Mar 1, 2025 Common Stock 2.65K Direct F4, F8
transaction BHF Restricted Stock Units Award $0 +7.56K $0.00 7.56K Mar 1, 2025 Common Stock 7.56K Direct F4, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares earned under the 2022 Performance Share Unit ("PSU") award based on the achievement of performance goals over the 2022-2024 performance period.
F2 Shares withheld to cover tax obligations in connection with the vesting of PSUs.
F3 Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2022, March 2023 and March 2024.
F4 Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.
F5 Shares withheld to cover tax obligations in connection with the vesting of RSUs.
F6 Represents the vesting of the final tranche of the 2022 RSU award.
F7 Represents the vesting of the second of three tranches of the 2023 RSU award. The remaining tranche will vest on the first day in March 2026.
F8 Represents the vesting of the first of three tranches of the 2024 RSU award. The remaining tranches will vest in substantially equal installments on the first day in March 2026 and March 2027.
F9 RSUs awarded in 2025 will vest in three substantially equal installments on the first day in March 2026, March 2027 and March 2028.