Equitable Holdings (EQH) director Bertram sells 1,466 shares at $51.15 average
Rhea-AI Filing Summary
Equitable Holdings, Inc. director L. Scott Bertram reported a sale of 1,466 shares of common stock on August 6, 2026 in an open-market or private transaction. The shares were sold at a weighted average price of $51.1507, within a range of $51.03 to $51.21, leaving him with 26,465 shares held directly after the transaction.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 1,466 shares
Net Sell
1 txn
Insider
SCOTT BERTRAM L
Role
Director
Sold
1,466 shs ($75K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 1,466 | $51.1507 | $75K |
Holdings After Transaction:
Common Stock — 26,465 shares (Direct)
Footnotes (1)
- F1. This transaction was executed in multiple trades at prices ranging from $51.03 to $51.21. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Key Figures
Shares sold: 1,466 shares
Weighted average sale price: $51.1507 per share
Post-transaction holdings: 26,465 shares
+2 more
5 metrics
Shares sold
1,466 shares
Common stock sale on August 6, 2026 by director L. Scott Bertram
Weighted average sale price
$51.1507 per share
Weighted average across multiple trades between $51.03 and $51.21
Post-transaction holdings
26,465 shares
Common stock directly owned by L. Scott Bertram after the sale
Low trade price
$51.03 per share
Lowest individual trade price within the reported sale range
High trade price
$51.21 per share
Highest individual trade price within the reported sale range
Key Terms
weighted average price, open market or private transaction, Form 4
3 terms
weighted average price financial
"The price reported above reflects the weighted average purchase price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
open market or private transaction financial
"transaction code description: Sale in open market or private transaction"
Form 4 regulatory
"reported in a Form 4 insider transaction filing with the SEC"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Equitable Holdings (EQH) report for L. Scott Bertram?
Equitable Holdings reported that director L. Scott Bertram sold 1,466 shares of common stock on August 6, 2026 in an open-market or private transaction, as disclosed in a Form 4 filing.
Was the Equitable Holdings (EQH) insider sale by L. Scott Bertram under a Rule 10b5-1 plan?
The Form 4 indicates the Rule 10b5-1 checkbox was not affirmed for this transaction, and the footnote does not describe it as made pursuant to a pre-arranged trading plan.
What does the price range mean in the Equitable Holdings (EQH) Form 4 footnote?
The footnote explains the transaction was executed in multiple trades at prices from $51.03 to $51.21, and the reported $51.1507 per-share figure reflects the weighted average price across those trades.