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See how Context works →On the price, the facts of the public record●Results filed
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Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Aug 18, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Aug 6, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
- Aug 5, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record5634 flagged findings
Reported transactions (Form 4)80since Jul 1, 2025 · and 12 other holdings
Corporate events (8-K)30since Feb 8, 2019
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Brighthouse Financial, Inc. is an American insurance company, headquartered in Charlotte, North Carolina, that sells annuity and life insurance. As of March 2018, Brighthouse was one of the largest providers of annuities and life insurance in the United States, with $219 billion in total assets and around 2.6 million insurance policies and annuity contracts in-force . During the same year Brighthouse Financial along with 90 additional Fortune 500 companies "paid an effective federal tax rate of 0% or less" as a result of Donald Trump's Tax Cuts and Jobs Act of 2017.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
The 25 most recent filings (of 563)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 3, 26Form 3 ↗Insider transaction
- Aug 18, 268-K ↗Current report · A senior executive left or was appointed
- Aug 6, 2610-Q ↗Quarterly report
- Aug 5, 268-K ↗Current report · Results
- Jul 14, 26SCHEDULE 13G/A ↗Passive stake · Dimensional Fund Advisors LP · 6.3% · event on Jun 30, 26 · amendment
Insider transaction · 8 Form 4 filingsshow all 8hide
- Jun 3, 268-K ↗Current report · Shareholder vote results
- May 7, 2610-Q ↗Quarterly report
- May 6, 268-K ↗Current report · Results
- Apr 29, 26SCHEDULE 13G ↗Passive stake · Vanguard Capital Management · 5.3% · event on Mar 31, 26
- Apr 14, 26DEFA14A ↗Shareholder meeting and votes
- Apr 14, 26DEF 14A ↗Shareholder meeting and votes
- Apr 9, 26Form 4 ↗Insider transaction
- Mar 26, 26SCHEDULE 13G/A ↗Passive stake · amendment
563 filings on record, the oldest from Nov 4, 16.
Listing the 25 most recent filings of the 563 on record.
2127
- Aug 18, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 6, 25Entered a material agreement+3 more in the same filing8-K 1.01 ↗
8 senior executive changes2022 – 2025show all 8hide
- Sep 2, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 16, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 8, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 10, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Apr 9, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Aug 14, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 27, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 17, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 19, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Mar 4, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 22, 21Entered a material agreement+5 more in the same filing8-K 1.01 ↗
4 senior executive changes2020 – 2021show all 4hide
- Nov 1, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 2, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 1, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Aug 21, 20A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 2, 20A material agreement was terminated+3 more in the same filing8-K 1.02 ↗
- May 15, 20Entered a material agreement+3 more in the same filing8-K 1.01 ↗
5 senior executive changes2019show all 5hide
- Dec 23, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 19, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jul 24, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 18, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 28, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 8, 19Entered a material agreement+2 more in the same filing8-K 1.01 ↗
The record reaches back to Jul 18, 17.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Dimensional Fund Advisors LP6.3%Jun 30, 26SCHEDULE 13G/A ↗
- Vanguard Capital Management5.3%Mar 31, 26SCHEDULE 13G ↗
- Dodge & Cox1.0%Feb 28, 25SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
No purchases or sales are on record in this stretch; only other transactions (compensation, withholding, exercises or gifts).
Stock compensation, tax and giftsshow the 40 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Jun 2, 26Compensationamount n/aDiane E Offereins↗
- Jun 2, 26Compensationamount n/aLizabeth H Zlatkus↗
- Jun 2, 26Compensationamount n/aC EDWARD CHAPLIN↗
- Jun 2, 26Compensationamount n/aMichael J. Inserra↗
- Jun 2, 26Compensationamount n/aPaul M. Wetzel↗
- May 1, 26Compensationamount n/aCarol Juel↗
- May 1, 26Compensationamount n/aPaul M. Wetzel↗
- May 1, 26Compensationamount n/aPaul M. Wetzel↗
- Apr 8, 26Compensationamount n/aMelissa B. PavlovichChief Accounting Officer↗
- Apr 8, 26Tax$97KMelissa B. PavlovichChief Accounting Officer↗
- Mar 2, 26Compensationamount n/aJohn RosenthalEVP & Chief Investment Officer↗
- Mar 2, 26Tax$330KJohn RosenthalEVP & Chief Investment Officer↗
- Mar 2, 26Compensationamount n/aVonda HussEVP & Chief HR Officer↗
- Mar 2, 26Tax$164KVonda HussEVP & Chief HR Officer↗
- Mar 2, 26Compensationamount n/aMyles LambertEVP, Chief Operating Officer↗
- Mar 2, 26Tax$290KMyles LambertEVP, Chief Operating Officer↗
- Mar 2, 26Compensationamount n/aAllie LinEVP & General Counsel↗
- Mar 2, 26Tax$188KAllie LinEVP & General Counsel↗
- Mar 2, 26Compensationamount n/aEdward A. SpeharEVP & Chief Financial Officer↗
- Mar 2, 26Tax$390KEdward A. SpeharEVP & Chief Financial Officer↗
- Mar 2, 26Compensationamount n/aEric T SteigerwaltPresident and CEO↗
- Mar 2, 26Tax$839KEric T SteigerwaltPresident and CEO↗
- Mar 2, 26Compensationamount n/aMelissa B. PavlovichChief Accounting Officer↗
- Mar 2, 26Tax$28KMelissa B. PavlovichChief Accounting Officer↗
- Feb 27, 26Compensationamount n/aJohn RosenthalEVP & Chief Investment Officer↗
- Feb 27, 26Tax$474KJohn RosenthalEVP & Chief Investment Officer↗
- Feb 27, 26Compensationamount n/aVonda HussEVP & Chief HR Officer↗
- Feb 27, 26Tax$231KVonda HussEVP & Chief HR Officer↗
- Feb 27, 26Compensationamount n/aMyles LambertEVP, Chief Operating Officer↗
- Feb 27, 26Tax$396KMyles LambertEVP, Chief Operating Officer↗
- Feb 27, 26Compensationamount n/aAllie LinEVP & General Counsel↗
- Feb 27, 26Tax$234KAllie LinEVP & General Counsel↗
- Feb 27, 26Compensationamount n/aEdward A. SpeharEVP & Chief Financial Officer↗
- Feb 27, 26Tax$532KEdward A. SpeharEVP & Chief Financial Officer↗
- Feb 27, 26Compensationamount n/aEric T SteigerwaltPresident and CEO↗
- Feb 27, 26Tax$1.8MEric T SteigerwaltPresident and CEO↗
- Feb 27, 26Compensationamount n/aMelissa B. PavlovichChief Accounting Officer↗
- Feb 27, 26Tax$23KMelissa B. PavlovichChief Accounting Officer↗
- Jul 1, 25Compensationamount n/aMyles LambertEVP,Chief Mktg.& Dist. Officer↗
- Jul 1, 25Tax$645KMyles LambertEVP,Chief Mktg.& Dist. Officer↗
The full record holds 178 transactions and goes back to Dec 12, 22.
Its sector and its market
Brighthouse Financial Inc. among Financials companies
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- 563 documents on file, from Nov 4, 2016 to Sep 3, 2026.
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- Wikipedia, read on Sep 3, 2026.
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