Brighthouse Financial, Inc.·4

Mar 2, 6:21 PM ET

Huss Vonda 4

4 · Brighthouse Financial, Inc. · Filed Mar 2, 2026

Research Summary

AI-generated summary of this filing

Updated

Brighthouse (BHF) EVP Huss Vonda Exercises/Receives Awards

What Happened

  • Huss Vonda, EVP and Chief Human Resources Officer of Brighthouse Financial (BHF), had multiple equity vesting/conversion transactions at the end of February and early March 2026. Between 2026-02-27 and 2026-03-02 she (a) received awards/vested shares (PSUs/RSUs), (b) converted/ exercised derivatives into shares, and (c) had shares withheld to cover tax obligations.
  • Key counts and values: awards/vests and conversions recorded as acquired include 8,879 shares (2/27), 6,103 shares (3/2), and 14,383 shares (3/2) — total received = 29,365 shares. Shares withheld to cover taxes were 3,858 shares (2/27) and 2,735 shares (3/2), totaling 6,593 shares withheld, valued at $231,403 and $164,045 respectively, or $395,448 combined. Several derivative conversions are reported with $0 exercise price because they reflect the vesting/conversion of RSUs/PSUs rather than an open-market purchase.

Key Details

  • Transaction dates and values:
    • 2026-02-27: Award/acquisition of 8,879 shares (PSU payout); 3,858 shares withheld for taxes at $59.98/share ($231,403).
    • 2026-03-02: Conversion/exercise events: 6,103 shares acquired; tax withholding of 2,735 shares at $59.98/share ($164,045); additional derivative conversions/dispositions and an award of 14,383 shares recorded at $0 (vesting/conversion).
  • Footnotes / what the awards represent:
    • PSUs earned under the 2023 PSU award based on 2023–2025 performance (footnote F1).
    • Withheld shares were used to cover tax liabilities on PSU/RSU vesting (F2, F5).
    • Multiple RSU tranches from 2023–2025 vested or were paid out (F3–F8); RSUs represent the contingent right to one share each (F4).
  • Shares owned after the transactions: not specified in the provided filing excerpt.
  • Filing timeliness: Form 4 filed 2026-03-02 disclosing transactions dated 2026-02-27 and 2026-03-02; filing appears timely (within required business-day window).

Context

  • These transactions appear to be compensation-related (PSU and RSU vesting and derivative conversions) rather than open-market purchases or discretionary sales. The tax-withholding entries (transaction code F) are routine—shares are withheld to satisfy tax obligations on vesting. Derivative entries with $0 exercise price reflect conversion/vesting mechanics, not purchases from the market.

Insider Transaction Report

Form 4
Period: 2026-02-27
Huss Vonda
EVP & Chief HR Officer
Transactions
  • Award

    Common Stock

    [F1]
    2026-02-27+8,87927,320 total
  • Tax Payment

    Common Stock

    [F2]
    2026-02-27$59.98/sh3,858$231,40323,462 total
  • Exercise/Conversion

    Common Stock

    [F3][F4]
    2026-03-02+6,10329,565 total
  • Tax Payment

    Common Stock

    [F5]
    2026-03-02$59.98/sh2,735$164,04526,830 total
  • Exercise/Conversion

    Restricted Stock Units

    [F4][F6]
    2026-03-021,8790 total
    Common Stock (1,879 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F4][F7]
    2026-03-022,3752,376 total
    Common Stock (2,375 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F4][F8]
    2026-03-021,8493,698 total
    Common Stock (1,849 underlying)
  • Award

    Restricted Stock Units

    [F4][F9]
    2026-03-02+14,38314,383 total
    Common Stock (14,383 underlying)
Footnotes (9)
  • [F1]Shares earned under the 2023 Performance Share Unit ("PSUs") award based on the achievement of performance goals over the 2023-2025 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 2023, March 2024 and March 2025.
  • [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 2023 RSU award.
  • [F7]Represents the vesting of the second of three tranches of the 2024 RSU award. The remaining tranche will vest on the first day in March 2027.
  • [F8]Represents the vesting of the first of three tranches of the 2025 RSU award. The remaining tranches will vest in substantially equal installments on the first day in March 2027 and March 2028.
  • [F9]RSUs awarded in 2026 will vest in three substantially equal installments on the first day in March 2027, March 2028 and March 2029.
Signature
/s/ Jacob M. Jenkelowitz, Attorney-in-Fact, on behalf of Vonda R. Huss|2026-03-02

Documents

1 file
  • 4
    wk-form4_1772493691.xmlPrimary

    FORM 4