Welcome to our dedicated page for Equitable Holdings SEC filings (Ticker: EQH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Equitable Holdings, Inc. (NYSE: EQH) SEC filings page provides access to the company’s official regulatory disclosures as a New York Stock Exchange–listed financial services holding company. Through these documents, investors can review how Equitable Holdings reports on its retirement, protection, asset management and wealth management activities, as well as its capital structure and material agreements.
Current and periodic reports such as Forms 8-K, 10-Q and 10-K contain information on quarterly and annual financial results, segment performance and key business developments. Recent 8-K filings have covered earnings releases for specific quarters, changes to segment reporting following a life reinsurance transaction, and updates to revolving credit agreements and reimbursement agreements related to letter of credit facilities.
Transaction-related filings detail material definitive agreements and other events. For Equitable Holdings, these include disclosures about a large coinsurance and modified coinsurance transaction with RGA Reinsurance Company covering a quota share of in-force individual life insurance contracts, as well as an investment advisory agreement under which AllianceBernstein manages assets associated with the ceded policies. Other filings describe tender offers for existing debt securities and the establishment or termination of credit facilities.
Equitable Holdings also files documents related to its capital markets and listed securities, including its common stock and depositary shares representing interests in Series A and Series C preferred stock. These filings outline the securities registered under Section 12(b) of the Exchange Act and any related corporate actions.
On Stock Titan, AI-powered tools can help interpret lengthy filings by highlighting key items such as segment changes, reinsurance arrangements, credit agreements and capital management actions. Real-time updates from EDGAR, combined with AI-generated summaries, enable users to quickly understand the implications of new 8-Ks, 10-Qs, 10-Ks and other filings for Equitable Holdings.
Equitable Holdings, Inc. executive Seth P. Bernstein reported equity compensation and related tax-withholding transactions in company common stock. On March 2, 2026, he received a grant/award of 20,451.7303 shares of common stock at $0.00 per share, reflecting the vesting of Performance Shares granted under the 2019 Omnibus Incentive Plan and earned based on performance objectives for the period from January 1, 2023 through December 31, 2025.
On the same date, a total of 16,? ,? shares were disposed of under code F transactions at $40.22 per share to cover tax liabilities upon vesting of earlier Restricted Stock Units and these Performance Shares, as noted in the footnotes. Following these transactions, Bernstein directly held 55,607.8003 shares of common stock, and this total includes Restricted Stock Units.
Equitable Holdings executive Lane Nick reported equity award activity and related tax withholding on common stock. On
On the same date, 15,401 shares and 32,704 shares of common stock at
Equitable Holdings Chief Legal Officer Kurt Meyers reported share movements tied to equity compensation on March 2, 2026. He received a grant/vesting of 6,777.3416 shares of common stock at no cost, reflecting earned performance shares under the 2019 Omnibus Incentive Plan.
On the same date, 1,404 shares and 2,944 shares of common stock were withheld to cover tax obligations upon vesting of restricted stock units and performance shares at $40.22 per share. After these transactions, Meyers directly owned 33,926.0916 shares of Equitable Holdings common stock, including shares acquired through the company’s stock purchase plan.
Equitable Holdings, Inc. President and CEO Mark Pearson reported equity compensation activity involving company common stock. On March 2, 2026, he received a grant or award of 261,176.8978 shares, reflecting the vesting of performance shares granted under the 2019 Omnibus Incentive Plan and earned based on performance objectives for the period from January 1, 2023 through December 31, 2025. On the same date, a total of 212,109 shares (67,679 shares and 144,430 shares) were disposed of through tax-withholding transactions to cover taxes due upon vesting of prior restricted stock units and performance shares, rather than open-market sales. Following these transactions, his directly held holdings, which include restricted stock units, increased as reported in the Form 4.
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd reported equity compensation-related transactions in the company’s common stock. On March 2, 2026, he received a grant or award of 57,904.5532 shares of common stock at $0.00 per share, including Restricted Stock Units and vested Performance Shares earned under the 2019 Omnibus Incentive Plan for the performance period from January 1, 2023 through December 31, 2025.
On the same date, a total of 42,848 shares of common stock (13,288 shares and 29,560 shares) were disposed of at $40.22 per share to cover tax obligations upon the vesting of Restricted Stock Units and Performance Shares. After these transactions, Hurd directly owned 94,071.1132 shares of common stock, including Restricted Stock Units.
Equitable Holdings Chief Accounting Officer William James Eckert IV reported stock-based compensation activity involving company common shares. On
On the same date, 2,450 shares and 5,661 shares were disposed of at
Equitable Holdings Chief Financial Officer Robin M. Raju reported equity compensation activity and related tax withholding in company stock. On
Equitable Holdings, Inc. describes a diversified financial services business focused on retirement, asset management and wealth management. The company managed $1.1 trillion of assets under management and administration as of December 31, 2025, with its structure built around Equitable, AllianceBernstein and Equitable Advisors.
The Retirement segment reported account value of $174.9 billion and 2025 first-year premiums and deposits of $22.4 billion, led by registered index-linked annuities and traditional variable annuities. Net retirement flows were $5.9 billion in 2025, down from $7.1 billion in 2024.
Asset Management, driven by AllianceBernstein, had $866.9 billion in assets under management at year-end 2025 and net revenues of $4.5 billion, with a balanced mix across institutional, retail and private wealth clients. The Wealth Management franchise supported about 4,600 advisors and $122.0 billion in assets under administration, with trailing twelve-month revenue per advisor rising to $440,000.
Equitable Holdings, Inc. executive Nick Lane exercised employee stock options for 10,000 shares on February 17, 2026, converting them into common stock at $23.18 per share.
On the same date, he sold a total of 30,000 common shares in open-market transactions at weighted average prices around $44–$45 per share under a Rule 10b5-1 trading plan adopted on September 18, 2025.
After these transactions, he directly held 107,875.8 shares of Equitable Holdings common stock, and this total includes Restricted Stock Units.
Equitable Holdings President and CEO Mark Pearson reported option exercises and share sales in EQH stock. On February 18, 2026, he exercised employee stock options for 27,200 shares at
On the same date, he sold 39,700 common shares at a weighted average price of