Mga Batayang Estadistika
LEI | 5493003T8SZSHOGGAW52 |
CIK | 1685040 |
SEC Filings
SEC Filings (Chronological Order)
September 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 2, 2025 (August 27, 2025) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of in |
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September 2, 2025 |
Exhibit 10.1 August 27, 2025 [Address] Dear Myles, I am pleased to offer you the role of Chief Operating Officer and look forward to your continued contributions to the success of our organization. In this role, you will continue to report to Eric Steigerwalt, President and Chief Executive Officer. Your first day in your new role will be on August 30, 2025. In your new role, you will continue empl |
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September 2, 2025 |
Exhibit 10.2 August 27, 2025 Re: Special Cash Award – Myles J. Lambert Dear Mr. Lambert: Brighthouse Services, LLC (“Brighthouse”) values your specialized skills and institutional knowledge of the business. As an incentive for you to remain with Brighthouse, you will be eligible to receive: A one-time lump sum special cash award (“Award Payment”) equal to $1,000,000 so long as you remain actively |
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August 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial |
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August 7, 2025 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2025 Results •Estimated combined risk-based capital ("RBC") ratio between 405% and 425%; holding company liquid assets of $0.9 billion •The company repurchased $102 million of its common stock year-to-date through June 30, 2 |
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August 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2025 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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August 7, 2025 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2025 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments 5 Statements of Adjusted Earnings by Segment 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metrics 10 Life — Statements of Adjusted Earnings |
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June 16, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 16, 2025 (June 12, 2025) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorpor |
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June 16, 2025 |
Exhibit 10.1 Brighthouse Financial, Inc. Amended and Restated 2017 Stock and Incentive Compensation Plan (Effective March 27, 2025) Article 1. Establishment, Purpose, and Duration 1.1 Establishment of the Plan. This Amended and Restated 2017 Stock and Incentive Compensation Plan (the “Plan”) was originally adopted by the Board of Directors on August 9, 2017, and approved by the Company’s stockhold |
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May 20, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 20, 2025 (May 19, 2025) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporat |
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May 20, 2025 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Recommends Shareholders Reject "Mini-Tender" Offer by Potemkin Limited Brighthouse Financial believes the offer is not in the best interest of shareholders as it is significantly below market value CHARLOTTE, NC, May 20, 2025 — Brighthouse Financial |
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May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financia |
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May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2025 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commission |
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May 8, 2025 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces First Quarter 2025 Results •Estimated combined risk-based capital ("RBC") ratio between 420% and 440%; holding company liquid assets of $1.0 billion •The company repurchased $85 million of its common stock year-to-date through May 6, 2025 |
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May 8, 2025 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement First Quarter 2025 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments 5 Statements of Adjusted Earnings by Segment 6 Annuities — Statements of Adjusted Earnings 7 Annuities — Select Operating Metrics 9 Life — Statements of Adjusted Earnings 10 |
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April 29, 2025 |
DEFA14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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April 29, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1 |
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February 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial, In |
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February 28, 2025 |
restated effective January 1, 2025). Exhibit 10.7.6 Brighthouse Services, LLC Voluntary Deferred Compensation Plan Restated Effective as of January 1, 2025 1.Purpose. The purpose of the Plan is to provide an opportunity for a select group of management and highly compensated employees of the Company within the meaning of Sections 201(2), 301(a)(3) and 401(a)(1) of ERISA, to delay receipt of certain compensation until a later date, at |
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February 28, 2025 |
List of Subsidiaries as of December 31, 2024. Exhibit 21.1 SUBSIDIARIES OF BRIGHTHOUSE FINANCIAL, INC. As of 12/31/2024 Name of Subsidiary Jurisdiction of Incorporation of Organization BLIC Property Ventures, LLC Delaware BLICNY Property Ventures, LLC Delaware Brighthouse Assignment Company Connecticut Brighthouse Holdings, LLC Delaware Brighthouse Investment Advisers, LLC Delaware Brighthouse Life Insurance Company Delaware Brighthouse Life |
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February 28, 2025 |
Exhibit 10.7.5 AMENDMENT NUMBER FIVE TO THE BRIGHTHOUSE SERVICES, LLC VOLUNTARY DEFERRED COMPENSATION PLAN The BRIGHTHOUSE SERVICES, LLC VOLUNTARY DEFERRED COMPENSATION PLAN (the “Plan”) is hereby amended, effective as of January 1, 2025, as follows: Section 5.2(b) of the Plan is hereby amended by restating it in its entirety to read as follows: “(b) the percentage, in increments of 1%, of the Eli |
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February 28, 2025 |
Exhibit 19.1 Brighthouse Financial Insider Trading Policy Version 4.0 Effective Date: February 12, 2025 Brighthouse Financial Insider Trading Policy Table of Contents Introduction 3 Scope 3 Policy Administration 4 Policy Statement 4 What is Material, Nonpublic Information? 4 Material Information 4 Public Information 6 Trading in Brighthouse Securities 6 Individual Responsibility 8 Consequences of |
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February 11, 2025 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Fourth Quarter 2024 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments 5 Statements of Adjusted Earnings by Segment 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metrics 10 Life — Statements of Adjusted Earnings |
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February 11, 2025 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Fourth Quarter and Full Year 2024 Results •Estimated combined risk-based capital ("RBC") ratio of approximately 400%; reflects $100 million capital contribution made to Brighthouse Life Insurance Company ("BLIC") •Holding company liquid as |
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February 11, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 11, 2025 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Comm |
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February 4, 2025 |
Amended and Restated Bylaws of Brighthouse Financial, Inc., effective January 29, 2025. Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF BRIGHTHOUSE FINANCIAL, INC. (a Delaware corporation) Effective January 29, 2025 ARTICLE I OFFICES Section 1.Registered Office. The registered office of Brighthouse Financial, Inc. (the “Corporation”) in the State of Delaware shall be located at the address provided in the certificate of incorporation of the Corporation (as the same may be amended from tim |
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February 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 4, 2025 (January 29, 2025) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of in |
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November 13, 2024 |
BHF / Brighthouse Financial, Inc. / DODGE & COX - SC 13G/A Passive Investment SC 13G/A 1 d792288dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 7 )* Brighthouse Financial, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box |
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November 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2024 (November 7, 2024) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or othe |
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November 8, 2024 |
Exhibit 99.1 Brighthouse Financial, Inc. Financial Supplement Third Quarter 2024 (As updated November 8, 2024) Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuit |
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November 8, 2024 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.2 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Completion of Reinsurance Transaction CHARLOTTE, NC, November 8, 2024 — Brighthouse Financial, Inc. ("Brighthouse Financial" or the "company") (Nasdaq: BHF) announced today that it has completed a reinsurance transaction with a third party |
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November 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Fina |
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November 7, 2024 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Third Quarter 2024 Results •Estimated combined risk-based capital ("RBC") ratio between 365% and 385%; holding company liquid assets of $1.3 billion •The company repurchased approximately $215 million of its common stock year-to-date throu |
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November 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2024 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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November 7, 2024 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Third Quarter 2024 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metrics |
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October 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 8, 2024 (October 3, 2024) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of inco |
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September 12, 2024 |
Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) Brighthouse Financial, Inc. |
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September 12, 2024 |
As filed with the U.S. Securities and Exchange Commission on September 12, 2024 As filed with the U.S. Securities and Exchange Commission on September 12, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Brighthouse Financial, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation or Organization) 81-384 |
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September 9, 2024 |
Exhibit 25.2 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) o U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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September 9, 2024 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) o U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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September 9, 2024 |
Exhibit 25.3 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) o U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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September 9, 2024 |
As filed with the U.S. Securities and Exchange Commission on September 9, 2024 As filed with the U.S. Securities and Exchange Commission on September 9, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BRIGHTHOUSE FINANCIAL, INC. (Exact name of registrant as specified in its charter) Delaware 81-3846992 (State or other jurisdiction of incorporation or organizati |
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September 9, 2024 |
Calculation of Filing Fee Tables S-3 Brighthouse Financial, Inc. Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effecti |
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August 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial |
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August 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2024 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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August 7, 2024 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2024 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metric |
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August 7, 2024 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2024 Results •Estimated combined risk-based capital ("RBC") ratio between 380% and 400%; holding company liquid assets of $1.2 billion •The company repurchased approximately $151 million of its common stock year-to-date thro |
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June 10, 2024 |
Brighthouse Financial, Inc. Employee Stock Purchase Plan ( Exhibit 10.1 BRIGHTHOUSE FINANCIAL, INC. EMPLOYEE STOCK PURCHASE PLAN (Amended and Restated Effective April 3, 2024) SECTION 1 PURPOSE The purpose of the Brighthouse Financial, Inc. Employee Stock Purchase Plan (the “Plan”) is to encourage and facilitate stock ownership by Employees by providing an opportunity to purchase Common Stock of Brighthouse Financial, Inc. through voluntary after-tax payr |
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June 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 10, 2024 (June 6, 2024) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorpora |
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May 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financia |
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May 8, 2024 |
Exhibit 10.2 AWARD AGREEMENT SUPPLEMENT This Award Agreement Supplement (this “Supplement”) provides terms that are part of your Award Agreement (the “Agreement”) under the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (the “2017 Plan”). In this Supplement, “Award” refers to the Performance Shares, Restricted Stock Units, Stock Options, Performance Units, or Restricted Uni |
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May 8, 2024 |
Exhibit 10.1 PERFORMANCE SHARE UNIT AGREEMENT Brighthouse Financial, Inc. (the “Company”) confirms that, on [grant date] (the “Grant Date”), it granted you, [name], [number] Performance Share Units (your “Performance Share Units”). Your Performance Share Units are subject to the terms and conditions of the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (the “Plan”) and this |
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May 7, 2024 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces First Quarter 2024 Results •Estimated combined risk-based capital ("RBC") ratio between 415% and 435%; holding company liquid assets of $1.3 billion •The company repurchased approximately $89 million of its common stock year-to-date throug |
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May 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2024 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commission |
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May 7, 2024 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement First Quarter 2024 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 6 Annuities — Statements of Adjusted Earnings 7 Annuities — Select Operating Metrics |
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April 18, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a |
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April 18, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1 |
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April 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 9, 2024 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commissi |
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April 9, 2024 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Appoints Michael J. Inserra and Lizabeth H. Zlatkus to Board of Directors CHARLOTTE, NC, April 9, 2024 – Brighthouse Financial, Inc. (“Brighthouse Financial” or the “Company”) (Nasdaq: BHF) announced that today its Board of Directors (the “Board”) a |
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February 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial, In |
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February 22, 2024 |
List of Subsidiaries as of December 31, 2023. Exhibit 21.1 SUBSIDIARIES OF BRIGHTHOUSE FINANCIAL, INC. As of 12/31/2023 Name of Subsidiary Jurisdiction of Incorporation of Organization BLIC Property Ventures, LLC Delaware BLICNY Property Ventures, LLC Delaware Brighthouse Assignment Company Connecticut Brighthouse Connecticut Properties Ventures, LLC Delaware Brighthouse Holdings, LLC Delaware Brighthouse Investment Advisers, LLC Delaware Bri |
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February 22, 2024 |
Exhibit 4.20 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Brighthouse Financial, Inc. ("Brighthouse Financial," the "Company,” “we,” “our” or “us”) has six outstanding classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (i) common stock, par value $0.01 per |
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February 22, 2024 |
Exhibit 97.1 Brighthouse Financial, Inc. Accounting Restatement Compensation Recovery Policy As required under the listing standards of The Nasdaq Stock Market (“Nasdaq”), the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Brighthouse Financial, Inc. (the “Company”) has adopted this Accounting Restatement Compensation Recovery Policy (this “Policy”). This Polic |
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February 13, 2024 |
BHF / Brighthouse Financial, Inc. / DODGE & COX - SC 13G/A Passive Investment SC 13G/A 1 d671093dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 6 )* Brighthouse Financial, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box |
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February 13, 2024 |
BHF / Brighthouse Financial, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: Brighthouse Financial Inc Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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February 12, 2024 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Fourth Quarter 2023 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metric |
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February 12, 2024 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Fourth Quarter and Full Year 2023 Results •Estimated combined risk-based capital ("RBC") ratio of approximately 420%; holding company liquid assets of $1.3 billion •$350 million total subsidiary dividends paid to the holding company in the |
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February 12, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 12, 2024 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Comm |
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February 9, 2024 |
SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Brighthouse Financial Inc (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate |
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November 16, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 16, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Comm |
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November 16, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces $750 Million Stock Repurchase Program CHARLOTTE, NC, November 16, 2023 – Brighthouse Financial, Inc. (“Brighthouse Financial” or the “company”) (Nasdaq: BHF) announced today that it has authorized the repurchase of up to $750 million of it |
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November 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Fina |
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November 7, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Third Quarter 2023 Results •Estimated combined risk-based capital ("RBC") ratio between 400% and 420%; holding company liquid assets of $0.9 billion •Repurchased approximately $216 million of its common stock year-to-date through November |
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November 7, 2023 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Third Quarter 2023 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metrics |
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November 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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September 20, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 19, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Com |
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September 20, 2023 |
Brighthouse Financial Long-Term Statutory Free Cash Flow (“FCF”) Projections September 20, 2023 Note: All references to statutory free cash flows within this document are projected. |
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August 24, 2023 |
Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 August 24, 2023 VIA EDGAR CORRESPONDENCE U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Michael Volley Amit Pande Ladies and Gentlemen: This letter sets forth the responses of Brighthouse Financial, Inc. (the “Company,” “we,” “us,” and “our”) to |
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August 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 14, 2023 (August 11, 2023) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of inco |
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August 10, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2023 Results •Estimated combined risk-based capital ("RBC") ratio between 430% and 450%; holding company liquid assets of $0.9 billion •Repurchased approximately $152 million of its common stock year-to-date through August 4 |
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August 10, 2023 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2023 (As updated August 9, 2023) Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuiti |
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August 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2023 (August 8, 2023) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other ju |
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August 9, 2023 |
is incorporated by reference to Exhibit 3.3 to our Quarterly Report on Form 10-Q, filed on August Exhibit 3.3 RESTATED CERTIFICATE OF INCORPORATION OF BRIGHTHOUSE FINANCIAL, INC. (a Delaware corporation) BRIGHTHOUSE FINANCIAL, INC., a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: 1.The present name of the corporation is Brighthouse Financial, Inc. (the “Corporation”). 2.The original Certificate of Incorporation of the Corporation was f |
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August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial |
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August 9, 2023 |
Amendment Number One to the Brighthouse Services, LLC Change of Control Severance Pay Plan. Exhibit 10.4 AMENDMENT NUMBER ONE TO THE BRIGHTHOUSE SERVICES, LLC CHANGE OF CONTROL SEVERANCE PAY PLAN The BRIGHTHOUSE SERVICES, LLC CHANGE OF CONTROL SEVERANCE PAY PLAN (the “Plan”) is hereby amended, effective as of the date this amendment was executed, as set forth below: Section 7.10 of the Plan is hereby amended by restating it in its entirety to read as follows: “Recoupment. All Severance B |
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August 9, 2023 |
Exhibit 10.3 AMENDMENT NUMBER ONE TO THE BRIGHTHOUSE SERVICES, LLC AMENDED AND RESTATED EXECUTIVE SEVERANCE PAY PLAN The BRIGHTHOUSE SERVICES, LLC AMENDED AND RESTATED EXECUTIVE SEVERANCE PAY PLAN (the “Plan”) is hereby amended, effective as of the date this amendment was executed, as set forth below: Section 7.10 of the Plan is hereby amended by restating it in its entirety to read as follows: “R |
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August 8, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2023 Results •Estimated combined risk-based capital ("RBC") ratio between 430% and 450%; holding company liquid assets of $0.9 billion •Repurchased approximately $152 million of its common stock year-to-date through August 4 |
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August 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 8, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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August 8, 2023 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2023 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metric |
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June 13, 2023 |
Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF BRIGHTHOUSE FINANCIAL, INC. (a Delaware corporation) Effective June 9, 2023 ARTICLE I OFFICES Section 1. Registered Office. The registered office of Brighthouse Financial, Inc. (the “Corporation”) in the State of Delaware shall be located at the address provided in the certificate of incorporation of the Corporation (as the same may be amended from time t |
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June 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 13, 2023 (June 8, 2023) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorpora |
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June 13, 2023 |
Exhibit 3.1 CERTIFICATE OF AMENDMENT OF THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRIGHTHOUSE FINANCIAL, INC. (a Delaware corporation) BRIGHTHOUSE FINANCIAL, INC., a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: 1.The present name of the corporation is Brighthouse Financial, Inc. (the “Corporation”). 2.The original Certifica |
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May 9, 2023 |
Amendment Number Four to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan. Exhibit 10.1 AMENDMENT NUMBER FOUR TO THE BRIGHTHOUSE SERVICES, LLC VOLUNTARY DEFERRED COMPENSATION PLAN The BRIGHTHOUSE SERVICES, LLC VOLUNTARY DEFERRED COMPENSATION PLAN (the “Plan”) is hereby amended, effective as of January 1, 2023, as follows: 1.Section 10.1 of the Plan is hereby amended by restating the first sentence thereof in its entirety to read as follows: “Except as provided in Section |
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May 9, 2023 |
Exhibit 10.2 AMENDMENT NUMBER ONE TO THE BRIGHTHOUSE SERVICES, LLC DEFERRED COMPENSATION PLAN FOR NON-MANAGEMENT DIRECTORS The BRIGHTHOUSE SERVICES, LLC DEFERRED COMPENSATION PLAN FOR NON-MANAGEMENT DIRECTORS (the “Plan”) is hereby amended, effective as of January 1, 2023, as follows: 1.Section 8.1 of the Plan is hereby amended by restating the first sentence thereof in its entirety to read as fol |
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May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financia |
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May 8, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces First Quarter 2023 Results •Estimated combined risk-based capital ("RBC") ratio between 460% and 480%; holding company liquid assets of $1.1 billion •The company repurchased approximately $89 million of its common stock year-to-date throug |
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May 8, 2023 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement First Quarter 2023 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 6 Annuities — Statements of Adjusted Earnings 7 Annuities — Select Operating Metrics |
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May 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commission |
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April 27, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 ( Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14 |
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April 27, 2023 |
DEFA14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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April 17, 2023 |
Exhibit 99.1 Brighthouse Financial, Inc. Financial Supplement Fourth Quarter 2022 Recast for Targeted Improvements to the Accounting for Long-Duration Contracts - Unaudited This financial supplement reflects the Company’s adoption, on January 1, 2023, of the provisions of U.S. GAAP Accounting Standards Update 2018-12, Targeted Improvements to the Accounting for Long-Duration Contracts ("LDTI"). Th |
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April 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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April 14, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 ( Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14 |
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March 27, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Appoints Philip V. Bancroft to Board of Directors CHARLOTTE, NC, March 27, 2023 — Brighthouse Financial, Inc. ("Brighthouse Financial" or the "company") (Nasdaq: BHF) announced that today its Board of Directors (the “Board”) appointed Philip V. ("Ph |
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March 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 27, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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February 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial, In |
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February 23, 2023 |
Exhibit 10.25 Brighthouse Financial, Inc. Summary of Supplemental Death Benefit Only Plan The following is a summary of the material terms of the Brighthouse Services, LLC (the “Company”) ICOLI Supplemental Death Benefit Only Plan (the “Plan”) adopted by the Company on December 21, 2022, and effective as of January 1, 2023. Purpose The purpose of the Plan, which is sponsored by the Company, is to |
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February 23, 2023 |
List of Subsidiaries as of December 31, 202 Exhibit 21.1 SUBSIDIARIES OF BRIGHTHOUSE FINANCIAL, INC. As of 12/31/2022 Name of Subsidiary Jurisdiction of Incorporation of Organization BLIC Property Ventures, LLC Delaware BLICNY Property Ventures, LLC Delaware Brighthouse Assignment Company Connecticut Brighthouse Connecticut Properties Ventures, LLC Delaware Brighthouse Holdings, LLC Delaware Brighthouse Investment Advisers, LLC Delaware Bri |
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February 14, 2023 |
BHF / Brighthouse Financial Inc / DODGE & COX - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 5)* Brighthouse Financial, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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February 10, 2023 |
BHF / Brighthouse Financial Inc / DIMENSIONAL FUND ADVISORS LP - SEC SCHEDULE 13G Passive Investment SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Brighthouse Financial Inc (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box |
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February 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 9, 2023 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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February 9, 2023 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Fourth Quarter and Full Year 2022 Results •Estimated combined risk-based capital ("RBC") ratio of approximately 440%; holding company liquid assets of $1.0 billion •The company repurchased $488 million of its common stock in full year 2022 |
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February 9, 2023 |
BHF / Brighthouse Financial Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: Brighthouse Financial Inc. Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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February 9, 2023 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Fourth Quarter 2022 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operating Metric |
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January 30, 2023 |
Amended and Restated Bylaws of Brighthouse Financial, Inc., Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF BRIGHTHOUSE FINANCIAL, INC. (a Delaware corporation) Effective January 26, 2023 ARTICLE I OFFICES Section 1.Registered Office. The registered office of Brighthouse Financial, Inc. (the “Corporation”) in the State of Delaware shall be located at the address provided in the certificate of incorporation of the Corporation (as the same may be amended from tim |
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January 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2023 (January 26, 2023) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of in |
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November 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 17, 2022 (November 14, 2022) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of |
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November 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Fina |
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November 7, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2022 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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November 7, 2022 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Third Quarter 2022 Results ?Estimated combined risk-based capital ("RBC") ratio between 450% and 470%; holding company liquid assets of $1.1 billion ?The company repurchased $447 million of its common stock year-to-date through November 3, |
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November 7, 2022 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Third Quarter 2022 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities ? Statements of Adjusted Earnings 8 Annuities ? Select Operatin |
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August 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial |
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August 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 4, 2022 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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August 4, 2022 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2022 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities ? Statements of Adjusted Earnings 8 Annuities ? Select Operati |
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August 4, 2022 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2022 Results ?Estimated combined risk-based capital ("RBC") ratio between 470% and 490%; holding company liquid assets of $1.2 billion ?The company repurchased $317 million of its common stock year-to-date through August 3, |
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June 9, 2022 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 9, 2022 (June 8, 2022) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporat |
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May 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financia |
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May 9, 2022 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement First Quarter 2022 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 6 Annuities ? Statements of Adjusted Earnings 7 Annuities ? Select Operatin |
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May 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2022 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commission |
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May 9, 2022 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces First Quarter 2022 Results ?Estimated combined risk-based capital ("RBC") ratio between 450% and 470%; holding company liquid assets of $1.4 billion ?The company repurchased $180 million of its common stock year-to-date through May 5, 2022 |
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April 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defini |
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April 26, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a |
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April 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 19, 2022 (April 15, 2022) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorp |
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April 19, 2022 |
Exhibit 10.1 Execution Version Published CUSIP Number: 10922RAK0 (Deal) 10922RAL8 (Facility) REVOLVING CREDIT AGREEMENT dated as of April 15, 2022 Among BRIGHTHOUSE FINANCIAL, INC., as the Company, The BANKS Party Hereto, BANK OF AMERICA, N.A., as Administrative Agent, BOFA SECURITIES, INC., JPMORGAN CHASE BANK, N.A., WELLS FARGO SECURITIES, LLC, and U.S. BANK NATIONAL ASSOCIATION, as Joint Lead A |
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March 29, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 29, 2022 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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March 29, 2022 |
Brighthouse Financial Projected Distributable Earnings Scenarios March 29, 2022 Note: All references to ?distributable earnings? within this document are projected. |
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March 9, 2022 |
BHF / Brighthouse Financial Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: Brighthouse Financial Inc. Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: February 28, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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March 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 4, 2022 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commissi |
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February 24, 2022 |
List of Subsidiaries as of December 31, 2021. Exhibit 21.1 SUBSIDIARIES OF BRIGHTHOUSE FINANCIAL, INC. As of 12/31/2021 Name of Subsidiary Jurisdiction of Incorporation of Organization Brighthouse Assignment Company Connecticut Brighthouse Connecticut Properties Ventures, LLC Delaware Brighthouse Holdings, LLC Delaware Brighthouse Investment Advisers, LLC Delaware Brighthouse Life Insurance Company Delaware Brighthouse Life Insurance Company |
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February 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial, In |
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February 24, 2022 |
Exhibit 4.20 DESCRIPTION OF THE REGISTRANT?S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Brighthouse Financial, Inc. ("Brighthouse Financial," the "Company,? ?we,? ?our? or ?us?) has six outstanding classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): (i) common stock, par value $0.01 per |
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February 14, 2022 |
BHF / Brighthouse Financial Inc / DODGE & COX - SC 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 4)* Brighthouse Financial, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which |
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February 10, 2022 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Fourth Quarter and Full Year 2021 Results ?Estimated combined risk-based capital ("RBC") ratio of approximately 500%; holding company liquid assets of $1.6 billion ?$344 million total subsidiary ordinary dividends paid to the holding compa |
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February 10, 2022 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Fourth Quarter 2021 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities ? Statements of Adjusted Earnings 8 Annuities ? Select Operati |
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February 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2022 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Comm |
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February 9, 2022 |
BHF / Brighthouse Financial Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: Brighthouse Financial Inc. Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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November 22, 2021 |
Exhibit 3.1 EXECUTION VERSION CERTIFICATE OF DESIGNATIONS OF 4.625% NON-CUMULATIVE PREFERRED STOCK, SERIES D OF BRIGHTHOUSE FINANCIAL, INC. Brighthouse Financial, Inc., a corporation organized and existing under the General Corporation Law of the State of Delaware (the ?Corporation?), in accordance with the provisions of Sections 103 and 151 thereof, does hereby certify: The board of directors of |
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November 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 22, 2021 (November 18, 2021) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of |
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November 22, 2021 |
Exhibit 1.2 EXECUTION VERSION BRIGHTHOUSE FINANCIAL, INC. 14,000,000 Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 4.625% Non-Cumulative Preferred Stock, Series D Underwriting Agreement November 10, 2021 BofA Securities, Inc. One Bryant Park New York, NY 10036 Morgan Stanley & Co. LLC 1585 Broadway New York, NY 10036 UBS Securities LLC 1285 Avenue of the Americas New York |
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November 22, 2021 |
Exhibit 4.5 EXECUTION VERSION DEPOSIT AGREEMENT among BRIGHTHOUSE FINANCIAL, INC., COMPUTERSHARE INC. AND COMPUTERSHARE TRUST COMPANY, N.A., collectively, as Depositary, and The Holders From Time to Time of the Receipts Described Herein Dated as of November 22, 2021 TABLE OF CONTENTS Page ARTICLE I DEFINED TERMS Section 1.1. Definitions 1 ARTICLE II FORM OF RECEIPTS, DEPOSIT OF PREFERRED STOCK, EX |
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November 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) or (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 81-3846992 (State or other jurisdiction of incorporation or organization) (IRS Employer Identification Nu |
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November 22, 2021 |
Exhibit 1.1 EXECUTION VERSION $400,000,000 BRIGHTHOUSE FINANCIAL, INC. 3.850% Senior Notes due 2051 Underwriting Agreement November 10, 2021 BofA Securities, Inc. One Bryant Park New York, NY 10036 Barclays Capital Inc. 745 Seventh Avenue New York, NY, 10019 Goldman Sachs & Co. LLC 200 West Street New York, NY 10282 J.P. Morgan Securities LLC 383 Madison Avenue New York, NY 10179 Wells Fargo Secur |
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November 22, 2021 |
Exhibit 4.2 EXECUTION VERSION SECOND SUPPLEMENTAL INDENTURE BETWEEN BRIGHTHOUSE FINANCIAL, INC., ISSUER AND U.S. BANK NATIONAL ASSOCIATION, TRUSTEE DATED AS OF NOVEMBER 22, 2021 3.850% SENIOR NOTES DUE 2051 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS AND ESTABLISHMENT SECTION 1.01 Definitions 2 SECTION 1.02 Establishment 3 ARTICLE II TERMS AND CONDITIONS OF THE NOTES SECTION 2.01 Payment of Princ |
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November 12, 2021 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-259372 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Offered Maximum Aggregate Offering Price Amount of Registration Fee(1) 3.850% Senior Notes due 2051 $400,000,000 $37,080 (1) The registration fee is calculated in accordance with Rule 457(r) of the Securities Act of 1933, as amended. Table of Conten |
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November 12, 2021 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-259372 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Offered Maximum Aggregate Offering Price Amount of Registration Fee(1) Depositary Shares of Brighthouse Financial, Inc. (each representing a 1/1,000th interest in a share of 4.625% Non-Cumulative Preferred Stock, Series D) $350,000,000 $32,445 4.625 |
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November 10, 2021 |
Filed Pursuant to Rule 433 Registration Statement No. 333-259372 Final Term Sheet, dated November 10, 2021 relating to Preliminary Prospectus Supplement, dated November 10, 2021 to Prospectus, dated September 7, 2021 Brighthouse Financial, Inc. $400,000,000 3.850% Senior Notes due 2051 Pricing Term Sheet November 10, 2021 The information in this final term sheet relates to the offering of the secu |
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November 10, 2021 |
Filed Pursuant to Rule 433 Registration Statement No. 333-259372 Final Term Sheet, dated November 10, 2021 relating to Preliminary Prospectus Supplement, dated November 10, 2021 to Prospectus, dated September 7, 2021 Brighthouse Financial, Inc. 14,000,000 Depositary Shares each representing a 1/1,000th interest in a share of 4.625% Non-Cumulative Preferred Stock, Series D Pricing Term Sheet Novemb |
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November 10, 2021 |
Subject to Completion Preliminary Prospectus Supplement, dated November 10, 2021 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-259372 The information contained in this preliminary prospectus supplement is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell nor do they seek an offer to buy the securities in any jurisdiction where the offer or sale is not permitted. Subject to |
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November 10, 2021 |
Subject to Completion Preliminary Prospectus Supplement, dated November 10, 2021 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-259372 The information contained in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell nor do they seek an offer to buy the securities in any jurisdiction where the offer or sa |
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November 5, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Fina |
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November 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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November 4, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Third Quarter 2021 Results ?Estimated combined risk-based capital ("RBC") ratio between 520% and 540%; holding company liquid assets of $1.5 billion ?$600 million Brighthouse Reinsurance Company of Delaware ("BRCD") extraordinary dividend |
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November 4, 2021 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Third Quarter 2021 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities ? Statements of Adjusted Earnings 8 Annuities ? Select Operatin |
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November 1, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Appoints Carol D. Juel to Board of Directors CHARLOTTE, NC, November 1, 2021 ? Brighthouse Financial, Inc. ("Brighthouse Financial" or the "company") (Nasdaq: BHF) announced today that on November 1, 2021, its Board of Directors (the ?Board?) appoin |
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November 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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September 10, 2021 |
BHF / Brighthouse Financial Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: Brighthouse Financial Inc. Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: August 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is fil |
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September 7, 2021 |
As filed with the U.S. Securities and Exchange Commission on September 7, 2021 Table of Contents As filed with the U.S. Securities and Exchange Commission on September 7, 2021 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BRIGHTHOUSE FINANCIAL, INC. (Exact name of registrant as specified in its charter) Delaware 81-3846992 (State or other jurisdiction of incorpora |
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September 7, 2021 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ? Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 31-0841368 I.R.S. Employer Identif |
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September 7, 2021 |
Exhibit 25.3 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ? Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 31-0841368 I.R.S. Employer Identif |
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September 7, 2021 |
Exhibit 25.2 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ? Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 31-0841368 I.R.S. Employer Identif |
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September 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 2, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Comm |
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August 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial |
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August 5, 2021 |
Exhibit 99.3 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2021 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities ? Statements of Adjusted Earnings 8 Annuities ? Select Operati |
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August 5, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.2 FOR IMMEDIATE RELEASE Brighthouse Financial Announces $1 Billion Stock Repurchase Program CHARLOTTE, NC, August 5, 2021 ? Brighthouse Financial, Inc. ("Brighthouse Financial" or the "company") (Nasdaq: BHF) announced today that it has authorized the repurchase of up to $1 billion of its commo |
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August 5, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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August 5, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2021 Results ?Announced a new repurchase authorization of up to an additional $1 billion of common stock ?The company repurchased $246 million of its common stock year-to-date through August 4, 2021 ?Estimated combined risk- |
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June 14, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 14, 2021 (June 10, 2021) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorpor |
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May 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financia |
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May 10, 2021 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement First Quarter 2021 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 6 Annuities ? Statements of Adjusted Earnings 7 Annuities ? Select Operatin |
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May 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commissio |
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May 10, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces First Quarter 2021 Results ?Estimated combined risk-based capital ("RBC") ratio between 500% and 520%; holding company liquid assets of $1.6 billion ?The company repurchased $123 million of its common stock year-to-date through May 7, 2021 |
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April 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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April 28, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defi |
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April 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 1, 2021 (March 29, 2021) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorpo |
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March 16, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 16, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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March 16, 2021 |
bhf2021investordeupdate Brighthouse Financial Projected Distributable Earnings Scenarios March 16, 2021 Note: All references to “distributable earnings” within this document are projected. |
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February 24, 2021 |
Amendment Number Three to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan Exhibit 10.7.3 AMENDMENT NUMBER THREE TO THE BRIGHTHOUSE SERVICES, LLC VOLUNTARY DEFERRED COMPENSATION PLAN The BRIGHTHOUSE SERVICES, LLC VOLUNTARY DEFERRED COMPENSATION PLAN (the ?Plan?) is hereby amended, effective as of January 1, 2019, as follows: Section 10.6 of the Plan is hereby amended by deleting the second sentence therein and replacing it with the following: ?Such payment will be made a |
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February 24, 2021 |
List of Subsidiaries as of December 31, 2020. EX-21.1 5 bhf-12312020xex211nextgen.htm EX-21.1 Exhibit 21.1 SUBSIDIARIES OF BRIGHTHOUSE FINANCIAL, INC. As of 12/31/2020 Name of Subsidiary Jurisdiction of Incorporation of Organization Brighthouse Assignment Company Connecticut Brighthouse Connecticut Properties Ventures, LLC Delaware Brighthouse Holdings, LLC Delaware Brighthouse Investment Advisers, LLC Delaware Brighthouse Life Insurance Comp |
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February 24, 2021 |
Exhibit 10.5.3 AMENDMENT NUMBER THREE TO THE BRIGHTHOUSE SERVICES, LLC AUXILIARY SAVINGS PLAN The BRIGHTHOUSE SERVICES, LLC AUXILIARY SAVINGS PLAN (the ?Plan?) is hereby amended, effective as of January 1, 2019, as follows: Section 3.6 of the Plan is hereby amended by deleting the first sentence therein and replacing it with the following: ?In the event of the Participant?s death, a single sum, eq |
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February 24, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial, In |
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February 24, 2021 |
Exhibit 4.16 DESCRIPTION OF THE REGISTRANT?S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Brighthouse Financial, Inc. (the ?Company,? ?Brighthouse,? ?we,? ?our? or ?us?) has five outstanding classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): (i) common stock, par value $0.01 per share (th |
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February 11, 2021 |
SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 3)* Brighthouse Financial, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 10922N103 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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February 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2021 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Comm |
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February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: Brighthouse Financial Inc. Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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February 10, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.2 FOR IMMEDIATE RELEASE Brighthouse Financial Announces $200 Million Stock Repurchase Program CHARLOTTE, NC, February 10, 2021 — Brighthouse Financial, Inc. ("Brighthouse Financial" or the "company") (Nasdaq: BHF) announced today that it has authorized the repurchase of up to $200 million of it |
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February 10, 2021 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Fourth Quarter and Full Year 2020 Results •Fourth quarter 2020 net loss available to shareholders of $1,045 million, or $11.69 per diluted share, driven primarily by net derivative mark-to-market losses •Fourth quarter 2020 adjusted earnin |
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February 10, 2021 |
Exhibit 99.3 Brighthouse Financial, Inc. Financial Supplement Fourth Quarter 2020 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operati |
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November 20, 2020 |
8-A12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) or (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 81-3846992 (State or other jurisdiction of incorporation or organization) (IRS Employer Identifica |
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November 20, 2020 |
EX-3.1 Exhibit 3.1 EXECUTION VERSION CERTIFICATE OF DESIGNATIONS OF 5.375% NON-CUMULATIVE PREFERRED STOCK, SERIES C OF BRIGHTHOUSE FINANCIAL, INC. Brighthouse Financial, Inc., a corporation organized and existing under the General Corporation Law of the State of Delaware (the “Corporation”), in accordance with the provisions of Sections 103 and 151 thereof, does hereby certify: The board of direct |
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November 20, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 20, 2020 (November 18, 2020) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of |
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November 20, 2020 |
EX-4.2 Exhibit 4.2 EXECUTION VERSION DEPOSIT AGREEMENT among BRIGHTHOUSE FINANCIAL, INC., COMPUTERSHARE INC. AND COMPUTERSHARE TRUST COMPANY, N.A., collectively, as Depositary, and The Holders From Time to Time of the Receipts Described Herein Dated as of November 20, 2020 TABLE OF CONTENTS Page ARTICLE I DEFINED TERMS Section 1.1. Definitions 1 ARTICLE II FORM OF RECEIPTS, DEPOSIT OF PREFERRED ST |
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November 20, 2020 |
EX-1.1 Exhibit 1.1 EXECUTION VERSION BRIGHTHOUSE FINANCIAL, INC. 20,000,000 Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 5.375% Non-Cumulative Preferred Stock, Series C Underwriting Agreement November 10, 2020 Morgan Stanley & Co. LLC 1585 Broadway New York, New York 10036 BofA Securities, Inc. One Bryant Park New York, NY 10036 UBS Securities LLC 1285 Avenue of the Amer |
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November 12, 2020 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-227190 CALCULATION OF REGISTRATION FEE Title of each Class of Securities to be Offered Maximum Aggregate Offering Price Amount of Registration Fee(1) Depositary Shares of Brighthouse Financial, Inc. (each representing a 1/1,000th interest in a share of 5.375% Non-Cumulative Preferred Stock, Series C) $575,000,000 $62,732.50 5. |
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November 10, 2020 |
Subject to Completion Preliminary Prospectus Supplement, dated November 10, 2020 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-227190 The information contained in this preliminary prospectus supplement is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell nor do they seek an offer to buy the securities in any jurisdiction where the offer or sale is not permitted. Subje |
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November 10, 2020 |
Filed Pursuant to Rule 433 Registration Statement No. 333-227190 Final Term Sheet, dated November 10, 2020 relating to Preliminary Prospectus Supplement, dated November 10, 2020 to Prospectus, dated September 5, 2018 Brighthouse Financial, Inc. 20,000,000 Depositary Shares each representing a 1/1,000th interest in a share of 5.375% Non-Cumulative Preferred Stock, Series C Pricing Term Sheet Novemb |
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November 6, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Fina |
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November 5, 2020 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Third Quarter 2020 Results •Third quarter 2020 net loss available to shareholders of $3,012 million, or $32.49 per diluted share, driven primarily by the impact from the company's annual actuarial review and net derivative mark-to-market l |
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November 5, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2020 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commi |
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November 5, 2020 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Third Quarter 2020 Table of Contents Financial Results 1 Key Metrics 2 GAAP Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Select Operatin |
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August 21, 2020 |
EX-99.1 PUBLIC RELATIONS Brighthouse Financial 11225 N Community House Rd Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Appoints Stephen C. Hooley to Board of Directors CHARLOTTE, NC, August 20, 2020 – Brighthouse Financial, Inc. (“Brighthouse Financial”) (Nasdaq: BHF) announced today that on August 19, 2020, its Board of Directors (the “Board”) appointed Stephen C. |
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August 21, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 21, 2020 (August 19, 2020) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of inco |
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August 10, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financial |
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August 10, 2020 |
Exhibit 10.2 AMENDMENT NUMBER ONE TO THE BRIGHTHOUSE SERVICES, LLC TEMPORARY INCENTIVE DEFERRED COMPENSATION PLAN (Restated as of March 13, 2018) - WHEREAS, the final payment under the Brighthouse Services, LLC Temporary Incentive Deferred Compensation Plan (the “Plan”) was made on June 26, 2020 and no other payments from the Plan are or will be due and owing; and WHEREAS, Brighthouse Services, LL |
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August 10, 2020 |
Exhibit 10.1 BRIGHTHOUSE FINANCIAL, INC. EMPLOYEE STOCK PURCHASE PLAN (Restated Effective March 25, 2020) SECTION 1 PURPOSE The purpose of the Brighthouse Financial, Inc. Employee Stock Purchase Plan (the “Plan”) is to encourage and facilitate stock ownership by Employees by providing an opportunity to purchase Common Stock of Brighthouse Financial, Inc. through voluntary after-tax payroll deducti |
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August 6, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2020 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commiss |
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August 6, 2020 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement Second Quarter 2020 Table of Contents Financial Results 1 Key Metrics 2 GAAP Condensed Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 7 Annuities — Statements of Adjusted Earnings 8 Annuities — Sele |
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August 6, 2020 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces Second Quarter 2020 Results •Second quarter 2020 net loss available to shareholders of $1,998 million, or $21.10 per diluted share, driven primarily by net derivative mark-to-market losses •Second quarter 2020 adjusted earnings, less notab |
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June 11, 2020 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2020 (June 10, 2020) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorpor |
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June 2, 2020 |
EX-1.1 Exhibit 1.1 EXECUTION VERSION $115,000,000 BRIGHTHOUSE FINANCIAL, INC. 5.625% Senior Notes due 2030 Underwriting Agreement May 28, 2020 BofA Securities, Inc. One Bryant Park New York, NY, 10036 Goldman Sachs & Co. LLC 200 West Street New York, NY, 10282 Wells Fargo Securities, LLC 550 South Tryon Street, 5th Floor Charlotte, NC, 28202 As Representatives of the several Underwriters listed in |
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June 2, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 2, 2020 (May 28, 2020) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporat |
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May 29, 2020 |
424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-227190 CALCULATION OF REGISTRATION FEE Title of each Class of Securities to be Offered Maximum Aggregate Offering Price Amount of Registration Fee(1) 5.625% Senior Notes due 2030 $118,663,900 $15,403 (1) The registration fee is calculated in accordance with Rule 457(r) of the Securities Act of 1933, as amended. Table of |
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May 28, 2020 |
Subject to Completion Preliminary Prospectus Supplement, dated May 28, 2020 424B5 Table of Contents The information contained in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. |
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May 28, 2020 |
FWP Filed Pursuant to Rule 433 Registration Statement No. 333-227190 Final Term Sheet, dated May 28, 2020 relating to Preliminary Prospectus Supplement, dated May 28, 2020 to Prospectus, dated September 5, 2018 Brighthouse Financial, Inc. $115,000,000 5.625% Senior Notes due 2030 Pricing Term Sheet May 28, 2020 The information in this final term sheet relates to the offering of the securities spec |
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May 21, 2020 |
8-A12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) or (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 81-3846992 (State or other jurisdiction of incorporation or organization) (IRS Employer Identifica |
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May 21, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 21, 2020 (May 18, 2020) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporat |
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May 21, 2020 |
EX-3.1 Exhibit 3.1 EXECUTION VERSION CERTIFICATE OF DESIGNATIONS OF 6.750% NON-CUMULATIVE PREFERRED STOCK, SERIES B OF BRIGHTHOUSE FINANCIAL, INC. Brighthouse Financial, Inc., a corporation organized and existing under the General Corporation Law of the State of Delaware (the “Corporation”), in accordance with the provisions of Sections 103 and 151 thereof, does hereby certify: The board of direct |
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May 21, 2020 |
EX-1.1 Exhibit 1.1 EXECUTION VERSION BRIGHTHOUSE FINANCIAL, INC. 14,000,000 Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 6.750% Non-Cumulative Preferred Stock, Series B Underwriting Agreement May 18, 2020 Wells Fargo Securities, LLC 550 South Tryon Street, 5th Floor Charlotte, North Carolina 28202 BofA Securities, Inc. One Bryant Park New York, NY 10036 Morgan Stanley & |
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May 21, 2020 |
EX-4.2 Exhibit 4.2 EXECUTION VERSION DEPOSIT AGREEMENT among BRIGHTHOUSE FINANCIAL, INC., COMPUTERSHARE INC. AND COMPUTERSHARE TRUST COMPANY, N.A., collectively, as Depositary, and The Holders From Time to Time of the Receipts Described Herein Dated as of May 21, 2020 TABLE OF CONTENTS Page ARTICLE I DEFINED TERMS Section 1.1. Definitions 1 ARTICLE II FORM OF RECEIPTS, DEPOSIT OF PREFERRED STOCK, |
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May 19, 2020 |
424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-227190 CALCULATION OF REGISTRATION FEE Title of each Class of Securities to be Offered Maximum Aggregate Offering Price Amount of Registration Fee(1) Depositary Shares of Brighthouse Financial, Inc. (each representing a 1/1,000th interest in a share of 6.750% Non-Cumulative Preferred Stock, Series B) $402,500,000 $52,244 |
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May 18, 2020 |
FWP Filed Pursuant to Rule 433 Registration Statement No. 333-227190 Final Term Sheet, dated May 18, 2020 relating to Preliminary Prospectus Supplement, dated May 18, 2020 to Prospectus, dated September 5, 2018 Brighthouse Financial, Inc. 14,000,000 Depositary Shares each representing a 1/1,000th interest in a share of 6.750% Non-Cumulative Preferred Stock, Series B Pricing Term Sheet May 18 , 202 |
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May 18, 2020 |
Subject to Completion Preliminary Prospectus Supplement, dated May 18, 2020 424B5 Table of Contents The information contained in this preliminary prospectus supplement is not complete and may be changed. |
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May 15, 2020 |
424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-227190 CALCULATION OF REGISTRATION FEE Title of each Class of Securities to be Offered Maximum Aggregate Offering Price Amount of Registration Fee(1) 5.625% Senior Notes due 2030 $500,000,000 $64,900 (1) The registration fee is calculated in accordance with Rule 457(r) of the Securities Act of 1933, as amended. Table of |
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May 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 15, 2020 (May 13, 2020) Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporat |
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May 15, 2020 |
EX-1.1 Exhibit 1.1 EXECUTION VERSION $500,000,000 BRIGHTHOUSE FINANCIAL, INC. 5.625% Senior Notes due 2030 Underwriting Agreement May 13, 2020 Wells Fargo Securities, LLC 550 South Tryon Street, 5th Floor Charlotte, NC, 28202 Barclays Capital Inc. 745 Seventh Avenue New York, NY, 10019 BofA Securities, Inc. One Bryant Park New York, NY, 10036 Goldman Sachs & Co. LLC 200 West Street New York, NY, 1 |
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May 15, 2020 |
EX-4.2 Exhibit 4.2 EXECUTION VERSION FIRST SUPPLEMENTAL INDENTURE BETWEEN BRIGHTHOUSE FINANCIAL, INC., ISSUER AND U.S. BANK NATIONAL ASSOCIATION, TRUSTEE DATED AS OF MAY 15, 2020 5.625% SENIOR NOTES DUE 2030 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS AND ESTABLISHMENT SECTION 1.01 Definitions 1 SECTION 1.02 Establishment 3 ARTICLE II TERMS AND CONDITIONS OF THE NOTES SECTION 2.01 Payment of Prin |
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May 15, 2020 |
EX-4.1 Exhibit 4.1 EXECUTION VERSION BRIGHTHOUSE FINANCIAL, INC., as Issuer AND U.S. BANK NATIONAL ASSOCIATION, as Trustee SENIOR INDENTURE DATED AS OF May 15, 2020 PROVIDING FOR ISSUANCE OF SENIOR DEBT SECURITIES IN SERIES CROSS-REFERENCE TABLE(1) TRUST INDENTURE ACT SECTION SECTION OF INDENTURE 310(a) 7.09 310(b) 7.08 311(a) 7.13 311(b) 7.13 312(a) 5.01; 5.02(a) 312(b) 5.02(c) 312(c) 5.02(d) 313 |
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May 13, 2020 |
Subject to Completion Preliminary Prospectus Supplement, dated May 13, 2020 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-227190 The information contained in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell nor do they seek an offer to buy the securities in any jurisdiction where the offer |
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May 13, 2020 |
FWP Filed Pursuant to Rule 433 Registration Statement No. 333-227190 Final Term Sheet, dated May 13, 2020 relating to Preliminary Prospectus Supplement, dated May 13, 2020 to Prospectus, dated September 5, 2018 Brighthouse Financial, Inc. $500,000,000 5.625% Senior Notes due 2030 Pricing Term Sheet May 13, 2020 The information in this final term sheet relates to the offering of the securities spec |
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May 11, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2020 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commissio |
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May 11, 2020 |
Exhibit 99.2 Brighthouse Financial, Inc. Financial Supplement First Quarter 2020 Table of Contents Financial Results 1 Key Metrics 2 GAAP Condensed Statements of Operations 3 GAAP Balance Sheets Earnings and Select Metrics from Business Segments and Corporate & Other 5 Statements of Adjusted Earnings by Segment and Corporate & Other 6 Annuities — Statements of Adjusted Earnings 7 Annuities — Selec |
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May 11, 2020 |
Exhibit 10.2 NON-MANAGEMENT DIRECTOR RESTRICTED STOCK UNIT AGREEMENT Brighthouse Financial, Inc. (the “Company”) confirms that, on [grant date] (the “Grant Date”), it granted you, [name], [number] Restricted Stock Units. Your Restricted Stock Units are subject to the terms and conditions of the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan (the “Director Plan”) a |
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May 11, 2020 |
Exhibit 10.3 NON-MANAGEMENT DIRECTOR AWARD AGREEMENT SUPPLEMENT This Award Agreement Supplement (this “Supplement”) provides terms that are part of your Award Agreement (the “Agreement”) under the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan (the “Director Plan”). In this Supplement, “Award” refers to the Restricted Stock Units, Stock Options, or Restricted Unit |
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May 11, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37905 Brighthouse Financia |
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May 11, 2020 |
PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 PUBLIC RELATIONS Brighthouse Financial, Inc. 11225 N. Community House Rd. Charlotte, NC 28277 Exhibit 99.1 FOR IMMEDIATE RELEASE Brighthouse Financial Announces First Quarter 2020 Results •First quarter 2020 net income available to shareholders of $4,950 million, or $47.11 per diluted share, driven primarily by net derivative mark-to-market gains •First quarter 2020 adjusted earnings, less notable |
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May 8, 2020 |
BHF / Brighthouse Financial, Inc. / DODGE & COX - SC 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 2)* Brighthouse Financial, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 10922N103 - (CUSIP Number) April 30, 2020 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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April 29, 2020 |
DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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April 29, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Pro |
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April 9, 2020 |
BHF / Brighthouse Financial, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: Brighthouse Financial Inc Title of Class of Securities: Common Stock CUSIP Number: 10922N103 Date of Event Which Requires Filing of this Statement: March 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed |
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March 5, 2020 |
bhf2020investorbusiness Exhibit 99.1 Business Update for Investors & Analysts Note regarding forward-looking statements This presentation and other oral or written statements that we make from time to time contains information that includes or is based upon forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve |
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March 5, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 4, 2020 Brighthouse Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 001-37905 81-3846992 (State or other jurisdiction of incorporation) (Commissi |