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.
Tracking Equitable Holdings’ complex mix of variable annuities, asset-management fees, and life-insurance liabilities can feel like decoding actuarial tables. Each footnote in a 300-page filing can shift how you value future cash flows. That’s why this page brings every Equitable Holdings SEC filing together and filters them through Stock Titan’s AI-powered lens, turning dense disclosures into clear insights investors can act on.
Need the latest numbers? The moment an Equitable Holdings quarterly earnings report 10-Q filing hits EDGAR, our engine posts an AI summary that flags segment profitability and capital ratios. Curious about management moves? Equitable Holdings insider trading Form 4 transactions stream in real-time, so you can see executive stock transactions Form 4 minutes after they’re filed. For sudden developments, Equitable Holdings 8-K material events explained paragraphs highlight new product launches or rating changes without making you scan legalese.
Use the quick links below to jump straight to what matters:
- 10-K: Equitable Holdings annual report 10-K simplified, including variable annuity reserve assumptions.
- 10-Q: Equitable Holdings earnings report filing analysis with quarter-over-quarter AUM trends.
- Form 4: Equitable Holdings Form 4 insider transactions real-time alerts.
- DEF 14A: Equitable Holdings proxy statement executive compensation breakdowns.
Whether you’re understanding Equitable Holdings SEC documents with AI for the first time or comparing disclosures across years, every exhibit, note, and risk factor is indexed, searchable, and updated instantly. Complex filings clarified; smarter decisions made faster.
Equitable Holdings Chief Accounting Officer William James Eckert IV executed a significant insider transaction on June 20, 2025. The executive sold 4,000 shares of common stock at a price of $53.085 per share, resulting in a transaction value of approximately $212,340.
Following the transaction, Eckert maintains beneficial ownership of 19,827.25 shares, which includes Restricted Stock Units (RSUs). The sale was executed as a direct ownership transaction and was reported through Form 4 filing on June 23, 2025.
Key transaction details:
- Transaction Type: Sale of Common Stock
- Share Price: $53.085
- Transaction Date: June 20, 2025
- Filing Date: June 28, 2025
- Ownership Type: Direct (D)
Form 144 filing for Equitable Holdings indicates a proposed sale of 4,000 shares of common stock with an aggregate market value of $212,340 (approximately $53.09 per share) through Morgan Stanley Smith Barney LLC.
Key details of the transaction:
- Securities were originally acquired on February 14, 2024 through restricted stock vesting under a registered plan
- Planned execution date: June 20, 2025
- Trading venue: NYSE
- Total shares outstanding: 303,895,221
The filing indicates no other securities were sold by the insider during the past 3 months. This Form 144 represents a notice of proposed sale of securities pursuant to Rule 144 under the Securities Act of 1933, requiring disclosure of material information regarding planned insider stock sales.
Mark Pearson, President, CEO and Director of Equitable Holdings (EQH), executed several transactions on June 16, 2025 under a pre-established Rule 10b5-1 trading plan from May 30, 2024:
- Exercised 20,000 employee stock options at $23.18 per share
- Subsequently sold a total of 30,000 shares in multiple transactions: - 9,029 shares at avg. $52.93 - 10,971 shares at avg. $53.38 - 5,105 shares at avg. $52.98 - 4,895 shares at avg. $53.39
- Following these transactions, Pearson holds 724,367 shares directly (including RSUs) and 346,400 employee stock options
The exercised options were granted under the company's 2019 Omnibus Incentive Plan and had vested in three installments starting February 26, 2021. The transactions represent a partial monetization of his equity position while maintaining significant ownership in the company.
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