Equitable Holdings Inc SEC Filings

Equitable Holdings, Inc. filed a Form 13F for the quarter ended June 30, 2025. The filing reports 1,543 holdings entries with a combined reported market value of $12,131,778,668. The report lists three other included managers related to Equitable: Equitable Investment Management Group, LLC; Equitable Advisors, LLC; and Equitable Investment Management, LLC. The filing was signed by Anthony Bruccoleri, Lead Director, Equitable Life Insurance Company, and indicates the Form 13F file number 028-19172.

Mark Pearson, who serves as President & CEO and a director of Equitable Holdings, Inc. (EQH), received 1,161.79 restricted stock units (RSUs) as dividend equivalents on 08/12/2025. These dividend equivalents were issued at $0 and vest and settle on the same terms as the underlying RSUs. After the issuance, Mr. Pearson beneficially owned 715,529 shares in total, which the filing states includes outstanding RSUs. The Form 4 was filed on behalf of Mr. Pearson and signed by an attorney-in-fact on 08/14/2025. The report reflects a routine issuance of dividend-equivalent RSUs rather than an open-market purchase or sale.

Equitable Holdings insider Jeffrey J. Hurd, Chief Operating Officer, reported an acquisition of 243.75 shares of Equitable common stock on 08/12/2025. The filing states these were dividend equivalents issued as restricted stock units (RSUs) that vest and settle on the same terms as the underlying RSUs and carry a $0 per-share price. After the issuance, Hurd beneficially owns 95,467.78 shares (total includes RSUs). The Form 4 was signed by an attorney-in-fact on 08/14/2025.

William James Eckert IV, Chief Accounting Officer of Equitable Holdings, Inc. (EQH), reported a non‑derivative acquisition on 08/12/2025. The filing shows 44.45 dividend‑equivalent Restricted Stock Units (RSUs) were issued at $0 in connection with previously awarded RSUs; the filing explains these dividend equivalents are paid as RSUs that vest and settle on the same terms as the underlying awards. After the transaction, the reporting person beneficially owned 19,871.7 shares (the filing states this total includes RSUs). The Form 4 was signed by an attorney‑in‑fact on behalf of Mr. Eckert on 08/14/2025.

Equitable Holdings officer Nick Lane received 275.75 restricted stock units (RSUs) on 08/12/2025 as dividend equivalents tied to previously awarded RSUs; these were recorded at $0 price because they represent accrued dividend equivalents rather than a cash purchase. After the issuance, Lane's total beneficial ownership is reported as 139,624.32 shares (total includes RSUs). The filing identifies Lane as an officer (listed in remarks as President of Equitable Financial) and was signed on behalf of Lane by an attorney-in-fact, Michael Brudoley, on 08/14/2025.

Equitable Holdings insider activity: Seth P. Bernstein, Head of Asset Management and an officer of Equitable Holdings (EQH), reported transactions dated 08/12/2025. He received 95.15 RSU dividend equivalents issued as restricted stock units with no cash price, representing accrued dividends tied to previously awarded RSUs. The filing also shows a reported disposition of 43,375 common shares, and the total beneficial ownership reported after the transaction includes RSUs. The filing was signed by an attorney-in-fact on behalf of Mr. Bernstein.

Equitable Holdings (EQH) Chief Financial Officer Robin Raju received 272.68 shares on 08/12/2025 as dividend equivalents issued in the form of restricted stock units (RSUs) at no cash cost. After this issuance, Raju beneficially owned 151,257.89 shares in total, a figure the filing notes includes RSUs. The filing clarifies that dividend equivalents accrue when dividends are paid on the underlying common shares and vest and settle on the same terms as the related RSUs.

Jose Ramon Gonzalez, Chief Legal Officer of Equitable Holdings, Inc. (EQH), received 131.33 RSU-equivalent shares on 08/12/2025 as dividend equivalents on previously awarded restricted stock units (RSUs). These dividend equivalents were issued in the form of additional RSUs that vest and settle on the same terms as the underlying RSUs. After this issuance, Mr. Gonzalez beneficially owns 88,555.83 shares (including RSUs). The Form 4 was submitted through an attorney-in-fact.

T. Rowe Price Associates, Inc. reports beneficial ownership of 16,789,618 shares of Equitable Holdings common stock, equal to 5.5% of the outstanding class. The filer discloses sole voting power over 15,626,720 shares and sole dispositive power over 16,761,971 shares, with no shared voting or dispositive power reported. The filing is an amendment to a Schedule 13G and identifies the reporting person as an investment adviser.

The statement affirms these shares are held in the ordinary course of business and were not acquired to change or influence control of the issuer.