Equitable Holdings, Inc. filings document formal disclosures for a financial services holding company with retirement, asset management and wealth management operations. Recent Form 8-K reports cover operating and financial results, earnings materials, Regulation FD presentations, capital-structure matters, debt tender offer disclosures and registered securities that include common stock and depositary shares representing preferred stock.
The company's regulatory record also includes material-event disclosures on definitive agreements, shareholder voting communications, governance matters, risk factors and segment reporting. Filings tied to a completed reinsurance transaction document changes to reportable segments, including the Retirement segment and the treatment of legacy and life insurance business within Corporate and Other.
Equitable Holdings, Inc. announced Seth Bernstein will retire as AllianceBernstein’s Chief Executive Officer effective March 31, 2027, and step down as EQH’s Head of Asset Management. He will continue serving on the board of AllianceBernstein’s general partner. Onur Erzan, AllianceBernstein’s President since January 2026 and a member of EQH’s Management Committee, will become AllianceBernstein’s CEO and President effective April 1, 2027, and join that board.
Bernstein’s retirement agreement provides a $2.5 million appreciation grant of restricted AB Holding Unit Awards, with three-year annual vesting, to be issued on or about March 31, 2027, and a $1.0 million 2026 EQH Long Term Incentive Plan award to be issued in the second quarter of 2027. If he complies with the agreement’s terms, he is also entitled to 26 weeks of salary continuation totaling $325,000 gross. Erzan’s fiscal 2027 total compensation target is $13.5 million. EQH stockholders elected nine directors, ratified PwC as auditor for fiscal 2026, and approved an advisory compensation resolution.
Equitable Holdings, Inc. (EQH) director Bertram L. Scott reported selling 2,780 shares of common stock on September 21, 2026 in a sale described as occurring in the open market or a private transaction. All shares were sold at $54.35 per share, and he now holds 23,685 shares directly. No Rule 10b5-1 trading plan is reported for this transaction.
Equitable Holdings, Inc. (EQH) director L. Scott has filed a notice of proposed sale of common stock under Rule 144. The filing covers up to 2,780 shares of EQH common stock to be sold through Morgan Stanley Smith Barney LLC on the NYSE. These shares were acquired as restricted stock vesting under a registered plan on May 20, 2020 as compensation for services rendered. The notice also reports that L. Scott sold 1,466 shares of EQH common stock on August 6, 2026.
Equitable Holdings, Inc. (EQH) director Craig C. MacKay reported selling 2,000 shares of common stock on September 17, 2026 in an open-market or private transaction at $54.275 per share. After this sale, he directly holds 16,999 shares of Equitable Holdings common stock, and no Rule 10b5-1 trading plan is reported.
Equitable Holdings, Inc. (EQH) director Craig MacKay has filed a Rule 144 notice indicating an intention to sell 2,000 shares of Equitable Holdings common stock through Morgan Stanley Smith Barney LLC, with an approximate sale date of September 17, 2026 and an aggregate market value of $108,550.
The shares to be sold relate to restricted stock vesting on May 22, 2026 under a registered plan for services rendered. The filing also reports that MacKay sold 2,200 shares of common stock during the past three months on August 11, 2026 for an aggregate value of $113,003.
Equitable Holdings, Inc. (EQH) outlines the strategic and financial case for its pending merger with Corebridge Financial. Management expects the combined insurer to have a market cap of more than $30 billion, over $25 billion of statutory capital and to serve more than 10 million clients, positioning it as the number one U.S. insurer by U.S.-based earnings and cash flow.
The companies target about $5 billion of annual operating earnings, approximately $4 billion of cash flows and a 15% return on equity after integration. EPS accretion is guided at 10%+ for Equitable shareholders, with 6%–8% from an expected $500 million of run‑rate expense synergies in headcount, vendor consolidation, IT and real estate, and 2%–4% from capital and cash tax synergies over two years by using Corebridge’s non‑life DTAs and internal capital optimization.
Revenue synergies are not in the accretion guidance but management plans to direct $90–$100 billion of Corebridge general and separate account assets to AllianceBernstein over time and highlights an annual origination engine of more than $60 billion of spread business. They also discuss stable annuity spreads, targeted 4%–5% third‑quarter alternative investment returns at Equitable and a similar "north of 5%" expectation at Corebridge, and continued growth in wealth management and institutional markets, all while acknowledging regulatory approvals and integration execution as key conditions and risks.
Equitable Holdings, Inc. (EQH) reported that Nick Lane, President of Equitable Financial, sold common stock on September 4, 2026. He sold 14,923 shares at a weighted average price of $53.2412 per share in multiple trades and now holds 110,006.8758 shares directly, including Restricted Stock Units.
Equitable Holdings, Inc. (EQH) is the issuer for a planned sale of common stock under Rule 144 by director Arlene Isaacs-Lowe. The notice covers the potential sale of 1,000 shares of EQH common stock, with an aggregate market value of $52,825, through Morgan Stanley Smith Barney LLC on or after September 4, 2026, on the NYSE. The filing notes that the 1,000 shares to be sold were acquired on May 22, 2024 as restricted stock vesting under a registered plan in consideration for services rendered.
Equitable Holdings, Inc. (EQH) director Arlene Isaacs-Lowe reported selling 1,000 shares of common stock on September 4, 2026, in a sale characterized as an open market or private transaction at $52.825 per share. Following this transaction, she directly holds 19,763 common shares.
Equitable Holdings, Inc. (EQH) received a notice that officer Nick Lane intends to sell 14,923 shares of common stock under Rule 144 through Morgan Stanley Smith Barney LLC. The shares have an aggregate market value of $794,518.43, and common shares outstanding are listed as 273,035,157.
The shares to be sold consist of restricted stock acquired from the issuer on February 28, 2025 in two grants of 11,264 and 3,659 shares. The planned sale date cited in the notice is September 4, 2026, on the NYSE.