Brighthouse Financial, Inc.·4

Mar 2, 6:21 PM ET

Huss Vonda 4

Research Summary

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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.