NasdaqFinancialsLife & Health InsuranceS&P MidCap 400
$42.60
+1.50 (+3.65%)
Close of Nov 06, 2026 · end-of-day data
BHF 8-K filings in 2024
Every material Form 8-K Brighthouse Financial filed with the SEC in 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Brighthouse Financial reported third quarter 2024 net income available to shareholders of $150 million, or $2.47 per diluted share, down from $453 million a year earlier. Adjusted earnings rose to $767 million, but that figure includes $524 million of net favorable notable items tied to the annual actuarial review. The estimated combined RBC ratio of 365% to 385% is below the company's 400% to 450% target range, and the company said it is in the final stages of a reinsurance transaction intended to address this.
Net income available to shareholders was $150 million, or $2.47 per diluted share, versus $453 million, or $6.89 per share, in Q3 2023.
Adjusted earnings were $767 million, or $12.58 per diluted share, including $524 million of net favorable notable items; adjusted earnings less notable items were $243 million, or $3.99 per share.
Estimated combined RBC ratio was between 365% and 385% at September 30, 2024, below the 400% to 450% target range; a reinsurance transaction is in final stages and expected before year-end.
The company repurchased about $64 million of common stock in Q3 2024 and about $215 million year-to-date through November 1, 2024.
Brighthouse Financial said Chief Accounting Officer Kristine H. Toscano intends to resign, with her last day on November 8, 2024, to pursue a new opportunity. The company said her departure is not related to its financial statements, disclosures, or accounting principles, and named Investment Controller Richard Cook as interim Chief Accounting Officer effective November 9, 2024.
Kristine H. Toscano, Chief Accounting Officer, informed the company on October 3, 2024 of her intent to resign; last day is November 8, 2024
Richard Cook, Investment Controller since 2016, to serve as Interim Chief Accounting Officer effective November 9, 2024
Cook's offer letter sets an annual base salary of $300,000 (prorated), a 45% short-term incentive target, and a fiscal 2024 equity target of $135,000
Brighthouse Financial reported second quarter 2024 net income available to shareholders of $9 million, or $0.12 per diluted share, compared with a net loss of $200 million a year earlier. Adjusted earnings rose to $346 million, or $5.57 per diluted share, from $271 million, but the CEO said the statutory capital ratio ended the quarter at or modestly below the low end of its target range.
Q2 2024 net income $9 million ($0.12 per diluted share) vs. net loss of $200 million in Q2 2023
Q2 2024 adjusted earnings $346 million ($5.57 per diluted share) vs. $271 million in Q2 2023
Estimated combined RBC ratio between 380% and 400% as of June 30, 2024; holding company liquid assets $1.2 billion
Repurchased approximately $64 million of common stock in Q2 2024 and about $151 million year-to-date through August 2, 2024
At its June 6, 2024 annual meeting, Brighthouse Financial stockholders elected nine directors, ratified Deloitte & Touche LLP as auditor, approved executive pay on an advisory basis, and approved an amended and restated Employee Stock Purchase Plan. The board will hold say-on-pay votes every year, in line with the one-year frequency stockholders supported. The filing covers routine governance outcomes and reports no financial results.
Nine director nominees were elected to one-year terms ending at the 2025 annual meeting; for example, C. Edward Chaplin received 40,923,380 for votes and 817,056 against.
Say-on-pay advisory vote approved: 41,254,887 for and 467,087 against.
Stockholders recommended a one-year frequency for future say-on-pay votes, with 38,124,494 votes for one year; the board will hold these votes annually.
Employee Stock Purchase Plan approved: 41,657,311 for and 68,750 against; the plan is filed as Exhibit 10.1.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Brighthouse Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →