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Brighthouse Financial, Inc.·4

Mar 2, 6:19 PM ET

Rosenthal John 4

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Brighthouse (BHF) EVP John Rosenthal Receives Vested Shares

What Happened
John Rosenthal, EVP & Chief Investment Officer of Brighthouse Financial (BHF), received multiple awards and converted derivative awards into common shares tied to PSU and RSU vesting. Across transactions dated Feb 27 and Mar 2, 2026 he was credited with a total of 50,155 shares (15,520; 10,669; and 23,966). To cover tax obligations, 13,405 shares were withheld/disposed at $59.98 per share (7,907 shares = $474,262 and 5,498 shares = $329,770), and other derivative settlement entries of 10,669 shares appear as disposals in the filing. After those withholdings/settlements, Rosenthal’s net increase from these events was 26,081 shares. The cash value reported for the tax-withholding disposals totals about $804,032.

Key Details

  • Transaction dates: 2026-02-27 and 2026-03-02; filing date 2026-03-02 (timely).
  • Acquisitions: 15,520 (2/27, A), 10,669 (3/2, M), 23,966 (3/2, A) = 50,155 shares acquired/gross.
  • Disposals/withheld: 7,907 shares (F) at $59.98 = $474,262; 5,498 shares (F) at $59.98 = $329,770; plus 10,669 shares (M) shown as disposals = 24,074 shares disposed total.
  • Net shares received from these transactions: +26,081 shares.
  • Shares owned after the transactions: not specified in the provided filing details.
  • Footnotes: PSU payout tied to 2023–2025 performance (F1); shares withheld to cover taxes for PSUs and RSUs (F2, F5); these transactions reflect vesting/payouts of RSUs/PSUs from awards granted in 2023–2026 (F3–F9).
  • Transaction codes explained: A = award/grant, M = exercise/conversion of derivative (RSU/PSU conversion), F = shares withheld/sold to pay taxes.

Context
These entries reflect vesting and settlement of equity compensation (PSUs and RSUs) and related tax-withholding, not open-market buying or fundamental company trades. The tax-withholding/share-withhold is effectively a cashless settlement to satisfy tax obligations and should not be read as a directional market bet. The filing appears timely (transactions reported on or shortly after the vesting dates).