Equitable Holdings CAO Sells $212K Worth of Stock in Strategic Trade

Equitable Holdings Chief Accounting Officer William James Eckert IV executed a significant insider transaction on June 20, 2025.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

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)

Positive

None.

Negative

Chief Accounting Officer William Eckert sold 4,000 shares at $53.085 per share (approximately $212,340 total), a non-10b5-1 planned transaction

Insider Trade Summary

Net Seller: 4,000 shares

Net Sell 1 txn

Insider Eckert William James IV

Role Chief Accounting Officer

Sold 4,000 shs ($212K)

Type	Security	Shares	Price	Value
Sale	Common Stock	4,000	$53.085	$212K

Holdings After Transaction: Common Stock — 19,827.25 shares (Direct)

Footnotes (2)

F1. All shares were sold at a price of $53.0850, therefore only a single price is reported. 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 price at which the transaction was affected.
F2. Total includes RSUs.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares of EQH stock did William Eckert sell on June 20, 2025?

William Eckert, EQH's Chief Accounting Officer, sold 4,000 shares of common stock on June 20, 2025.

What was the sale price of EQH shares in William Eckert's June 2025 transaction?

The shares were sold at a price of $53.085 per share.

How many EQH shares does William Eckert own after the June 2025 transaction?

Following the transaction, William Eckert beneficially owns 19,827.25 shares, which includes RSUs (Restricted Stock Units).

What position does William Eckert hold at EQH?

William Eckert serves as the Chief Accounting Officer at Equitable Holdings, Inc. (EQH).

Was William Eckert's EQH stock sale made under a 10b5-1 trading plan?

The filing does not indicate that this transaction was made pursuant to a 10b5-1 trading plan, as the corresponding checkbox was not marked on the Form 4.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Accepted by SEC EDGAR 06/23/2025 - 04:32 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Eckert William James IV

(Last)

(First)

(Middle)

C/O EQUITABLE HOLDINGS, INC.

1345 AVENUE OF THE AMERICAS

(Street)

NEW YORK

10105

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
Equitable Holdings, Inc. [ EQH ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chief Accounting Officer

3. Date of Earliest Transaction (Month/Day/Year)
06/20/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/20/2025		S		4,000⁽¹⁾	D	$53.085	19,827.25⁽²⁾	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. All shares were sold at a price of $53.0850, therefore only a single price is reported. 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 price at which the transaction was affected.

2. Total includes RSUs.

Remarks:

	/s/ Michael Brudoley as attorney-in-fact for William Eckert	06/23/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR