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Brighthouse Financial (BHF) EVP details RSU vesting, awards and tax withholding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Brighthouse Financial, Inc. executive Lin Allie, EVP & General Counsel, reported multiple equity transactions involving performance and restricted stock awards. On February 27, 2026, she acquired 8,974 shares of common stock through a grant or award and had 3,899 shares withheld at $59.98 per share to cover tax obligations tied to vesting.

On March 2, 2026, she exercised or converted several tranches of Restricted Stock Units (RSUs) totaling 1,899, 2,653, and 2,520 units, and received a new award of 19,608 RSUs. RSU vesting and payouts delivered 7,072 common shares, while an additional 3,136 shares were withheld at $59.98 per share to satisfy tax liabilities. Following these transactions, she directly owned 15,462 shares of common stock and 19,608 RSUs.

Positive

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Insider Lin Allie
Role EVP & General Counsel
Type Security Shares Price Value
Exercise Restricted Stock Units 1,899 $0.00 --
Exercise Restricted Stock Units 2,653 $0.00 --
Exercise Restricted Stock Units 2,520 $0.00 --
Grant/Award Restricted Stock Units 19,608 $0.00 --
Exercise Common Stock 7,072 $0.00 --
Tax Withholding Common Stock 3,136 $59.98 $188K
Grant/Award Common Stock 8,974 $0.00 --
Tax Withholding Common Stock 3,899 $59.98 $234K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 18,598 shares (Direct)
Footnotes (1)
  1. Shares earned under the 2023 Performance Share Unit ("PSUs") award based on the achievement of performance goals over the 2023-2025 performance period. Shares withheld to cover tax obligations in connection with the vesting of PSUs. Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2023, March 2024 and March 2025. Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock. Shares withheld to cover tax obligations in connection with the vesting of RSUs. Represents the vesting of the final tranche of the 2023 RSU award. Represents the vesting of the second of three tranches of the 2024 RSU award. The final tranche will vest on the first business day in March 2027. 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 business day in March 2027 and March 2028. RSUs awarded in 2026 will vest in three substantially equal installments on the first business day in March 2027, March 2028 and March 2029.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lin Allie
(Last) (First) (Middle)
11225 N COMMUNITY HOUSE RD
(Street)
CHARLOTTE NC 28277
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Brighthouse Financial, Inc. [ BHF ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP & General Counsel
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/27/2026 A 8,974(1) A $0 15,425 D
Common Stock 02/27/2026 F 3,899(2) D $59.98 11,526 D
Common Stock 03/02/2026 M 7,072(3) A (4) 18,598 D
Common Stock 03/02/2026 F 3,136(5) D $59.98 15,462 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (4) 03/02/2026 M 1,899 (6) (6) Common Stock 1,899 $0 0 D
Restricted Stock Units (4) 03/02/2026 M 2,653 (7) (7) Common Stock 2,653 $0 2,654 D
Restricted Stock Units (4) 03/02/2026 M 2,520 (8) (8) Common Stock 2,520 $0 5,040 D
Restricted Stock Units (4) 03/02/2026 A 19,608 (9) (9) Common Stock 19,608 $0 19,608 D
Explanation of Responses:
1. Shares earned under the 2023 Performance Share Unit ("PSUs") award based on the achievement of performance goals over the 2023-2025 performance period.
2. Shares withheld to cover tax obligations in connection with the vesting of PSUs.
3. Payout of shares upon vesting of tranches of Restricted Stock Units ("RSUs") granted in March 2023, March 2024 and March 2025.
4. Each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock.
5. Shares withheld to cover tax obligations in connection with the vesting of RSUs.
6. Represents the vesting of the final tranche of the 2023 RSU award.
7. Represents the vesting of the second of three tranches of the 2024 RSU award. The final tranche will vest on the first business day in March 2027.
8. 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 business day in March 2027 and March 2028.
9. RSUs awarded in 2026 will vest in three substantially equal installments on the first business day in March 2027, March 2028 and March 2029.
Remarks:
/s/ Jacob M. Jenkelowitz, Attorney-in-Fact, on behalf of Allie Lin 03/02/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Brighthouse Financial (BHF) EVP Lin Allie report?

Lin Allie reported equity award activity including grants, RSU vesting, and tax-related share withholding. She received common stock from PSUs and RSUs, a new RSU grant, and had shares withheld at $59.98 per share to cover tax obligations tied to these vestings.

How many Restricted Stock Units did Brighthouse Financial (BHF) grant to Lin Allie?

Lin Allie received a grant of 19,608 Restricted Stock Units. Footnotes state each RSU represents the contingent right to receive one share of Brighthouse Financial, Inc. common stock, with the 2026 RSU award vesting in three substantially equal installments in March 2027, 2028, and 2029.

What tax-withholding share dispositions did Lin Allie report for Brighthouse Financial (BHF)?

She reported two tax-withholding dispositions coded “F”: 3,899 common shares on February 27, 2026 and 3,136 shares on March 2, 2026, both at $59.98 per share. Footnotes explain these shares were withheld to cover tax obligations from PSU and RSU vesting, not open-market sales.

How many Brighthouse Financial (BHF) common shares does Lin Allie own after these transactions?

After the reported transactions, Lin Allie directly owned 15,462 shares of Brighthouse Financial, Inc. common stock. This figure reflects grants, RSU and PSU share payouts, and shares withheld to satisfy related tax liabilities, as shown in the post-transaction ownership totals for her common stock holdings.

What RSU vesting activity did Brighthouse Financial (BHF) disclose for Lin Allie?

RSU tranches granted in March 2023, March 2024, and March 2025 vested, leading to conversions of 1,899, 2,653, and 2,520 RSUs on March 2, 2026. Footnotes clarify these represent vesting of specific tranches from prior awards, delivering common shares while triggering related tax withholding.

How were performance share units involved in Brighthouse Financial (BHF) EVP Lin Allie’s Form 4?

Part of the reported common stock reflects shares earned under the 2023 Performance Share Unit award based on 2023–2025 performance goals. Upon PSU vesting, some shares were delivered to Lin Allie while others were withheld at $59.98 per share to satisfy tax obligations associated with that performance-based payout.