Equifax (NYSE: EFX) CEO sells shares under Rule 10b5-1 trading plan
Rhea-AI Filing Summary
Equifax Inc. CEO Mark W. Begor reported a combination of stock option exercises and share sales. On April 24, 2026, he exercised stock options to acquire 37,791 shares of Equifax common stock at $112.46 per share, then sold 37,791 shares in multiple open-market transactions at weighted average prices between about $170.98 and $174.78. The sales were carried out under a Rule 10b5-1 trading plan adopted on October 28, 2025, indicating they were pre-scheduled. Following these transactions, Begor directly holds 307,804 shares of Equifax common stock and has additional indirect holdings through several two-year 2025 grantor retained annuity trusts with 12,333, 38,332, 21,284 and 10,500 shares, respectively.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Exercise and Sale: 37,791 shares ($2.27M approx. pre-tax spread)
Exercise and Sale
10 txns
Insider
Begor Mark W
Role
CEO
Sold
37,791 shs ($6.52M)
Approx. gross sale proceeds
$6.52M
Approx. exercise cost
$4.25M
Approx. pre-tax spread
$2.27M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Option/Right to Buy | 37,791 | $112.46 | $4.25M |
| Exercise | Common Stock | 37,791 | $112.46 | $4.25M |
| Sale | Common Stock | 1,717 | $174.3233 | $299K |
| Sale | Common Stock | 4,659 | $173.3864 | $808K |
| Sale | Common Stock | 10,944 | $171.5671 | $1.88M |
| Sale | Common Stock | 20,471 | $172.4615 | $3.53M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option/Right to Buy — 75,583 shares (Direct);
Common Stock — 271,730 shares (Direct);
Common Stock — 10,500 shares (Indirect, 2-yr 2025 GRAT);
Common Stock — 21,284 shares (Indirect, 2-yr Dec 2025 GRAT);
Common Stock — 38,332 shares (Indirect, 2-yr Jun 2025 GRAT);
Common Stock — 12,333 shares (Indirect, 2-yr May 2025 GRAT)
Footnotes (7)
- F1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 10/28/2025.
- F2. Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date and 280 shares of common stock purchased pursuant to the Equifax Inc. 2020 Employee Stock Purchase Plan.
- F3. The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $173.98 to $174.78, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
- F4. The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $172.986 to $173.975, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
- F5. The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $170.982 to $171.979, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
- F6. The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $171.986 to $172.975, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
- F7. The option vested in three equal annual increments beginning 5/4/2019.
Key Figures
Shares sold: 37,791 shares
Sale prices: $170.982–$174.78 per share
Options exercised: 37,791 shares at $112.46/share
+5 more
8 metrics
Shares sold
37,791 shares
Open-market sales of common stock on April 24, 2026
Sale prices
$170.982–$174.78 per share
Weighted-average price ranges from multiple sale footnotes
Options exercised
37,791 shares at $112.46/share
Stock option exercise on April 24, 2026
Direct holdings after trades
307,804 shares
Common stock directly owned following reported transactions
Largest GRAT position
38,332 shares
Indirect ownership via 2-yr Jun 2025 GRAT
Other GRAT holdings
12,333; 21,284; 10,500 shares
Indirect ownership via other 2-yr 2025 GRATs
Option expiration
May 4, 2028
Original expiration date of exercised stock option
10b5-1 plan adoption date
October 28, 2025
Date CEO adopted pre-arranged trading plan for these sales
Key Terms
Rule 10b5-1 trading plan, grantor retained annuity trust (GRAT), dividend equivalent units, weighted average price, +2 more
6 terms
Rule 10b5-1 trading plan regulatory
"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
grantor retained annuity trust (GRAT) financial
"nature_of_ownership: 2-yr May 2025 GRAT; 2-yr Jun 2025 GRAT; 2-yr Dec 2025 GRAT; 2-yr 2025 GRAT"
dividend equivalent units financial
"Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units"
Dividend equivalent units are bookkeeping credits that mirror cash dividends paid on actual shares, granted to holders of stock-based awards such as restricted stock units or deferred compensation. They matter to investors because they increase a company’s reported employee compensation cost and can lead to issuance of more shares or cash payouts over time, similar to extra pay linked to ownership that affects shareholder dilution and corporate cash flow.
weighted average price financial
"The price reported in column 4 is a weighted average price. The shares were sold at prices ranging"
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Employee Stock Purchase Plan financial
"280 shares of common stock purchased pursuant to the Equifax Inc. 2020 Employee Stock Purchase Plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Stock Option/Right to Buy financial
"security_title: Stock Option/Right to Buy ... underlying security title: Common Stock"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Equifax (EFX) CEO Mark W. Begor report in this Form 4?
Equifax CEO Mark W. Begor reported exercising stock options and selling common shares. He acquired 37,791 shares at $112.46 each, then sold 37,791 shares in multiple open-market trades, all executed under a pre-arranged Rule 10b5-1 trading plan.
What stock options did the Equifax (EFX) CEO exercise in this filing?
The CEO exercised stock options covering 37,791 shares of Equifax common stock at an exercise price of $112.46 per share. The option originally vested in three equal annual increments beginning May 4, 2019 and was scheduled to expire on May 4, 2028 before exercise.
What indirect Equifax (EFX) holdings does the CEO report through GRATs?
The filing lists multiple grantor retained annuity trusts associated with Mark W. Begor. These two-year 2025 GRATs hold 12,333, 38,332, 21,284 and 10,500 shares of Equifax common stock, all reported as indirect ownership positions alongside his direct common stock holdings.