Equitable Holdings, Inc. Initial Statement of Beneficial Ownership
Equitable Holdings (EQH) executive Kurt Meyers filed an initial statement of beneficial ownership (Form 3) as of 10/07/2025.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Equitable Holdings (EQH) executive Kurt Meyers filed an initial statement of beneficial ownership (Form 3) as of 10/07/2025. He directly holds 21,694 shares of common stock, which includes 2,186 shares acquired under the Equitable Stock Purchase Plan.
The filing also lists restricted stock units (RSUs) granted under the 2019 Omnibus Incentive Plan, each representing one share upon vesting: 1,196 and 2,254 RSUs vesting in three annual installments beginning on February 28, 2024 and 2025, respectively; 21,523 RSUs vesting on February 28, 2027; and 2,665 RSUs vesting in three annual installments beginning on February 28, 2026.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (6)
- F1. Includes 2,186 shares acquired under Equitable Stock Purchase Plan.
- F2. Grant of restricted stock units ("RSUs") under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The RSUs and reinvested dividend equivalents vested/vest in three equal annual installments beginning on February 28, 2024.
- F3. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting.
- F4. Grant of RSUs under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The RSUs and reinvested dividend equivalents vested/vest in three equal annual installments beginning on February 28, 2025.
- F5. Grant of RSUs under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The RSUs and reinvested dividend equivalents will vest on February 28, 2027.
- F6. Grant of RSUs under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The RSUs and reinvested dividend equivalents will vest in three equal annual installments beginning on February 28, 2026.
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