Equitable Holdings (NYSE: EQH) COO sells 14,358 shares, exercises options
Rhea-AI Filing Summary
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd exercised employee stock options for 9,358 shares of common stock at $21.34 per share on July 15, 2026, then sold an aggregate 14,358 shares in open‑market transactions at weighted‑average prices between $47.57 and $49.54 per share. All trades were effected pursuant to a Rule 10b5‑1 trading plan adopted on May 1, 2025. Following these transactions, he directly held 69,747.5032 shares, including RSUs, and 9,359 employee stock options remained outstanding, exercisable at $21.34 and expiring on March 1, 2028.
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Insights
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Insider Trade Summary 10b5-1
Net Seller: 14,358 shares ($701,581)
Net Sell
6 txns
Insider
HURD JEFFREY J
Role
Chief Operating Officer
Sold
14,358 shs ($702K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Options (right to buy) | 9,358 | $0.00 | -- |
| Exercise | Common Stock | 9,358 | $21.34 | $200K |
| Sale | Common Stock | 1,400 | $48.0071 | $67K |
| Sale | Common Stock | 7,958 | $49.0126 | $390K |
| Sale | Common Stock | 800 | $48.0188 | $38K |
| Sale | Common Stock | 4,200 | $49.0271 | $206K |
Holdings After Transaction:
Employee Stock Options (right to buy) — 9,359 shares (Direct);
Common Stock — 84,105.503 shares (Direct)
Footnotes (1)
- The sale reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025. Total includes RSUs. This transaction was executed in multiple trades at prices ranging from $47.57 to $48.32. 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. This transaction was executed in multiple trades at prices ranging from $48.57 to $49.54. 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. This transaction was executed in multiple trades at prices ranging from $47.61 to $48.32. 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. This transaction was executed in multiple trades at prices ranging from $48.61 to $49.54. 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. Grant of employee stock option under the Issuer's 2018 Omnibus Incentive Plan exempt under Rule 16b-3. The options vested in three installments beginning on March 1, 2019
Key Figures
Shares sold: 14,358 shares of Common Stock
Shares acquired via option exercise: 9,358 shares of Common Stock
Option exercise price: $21.34 per share
+3 more
6 metrics
Shares sold
14,358 shares of Common Stock
Aggregate open‑market sales by COO Jeffrey J. Hurd on July 15, 2026
Shares acquired via option exercise
9,358 shares of Common Stock
Shares received from exercising employee stock options on July 15, 2026
Option exercise price
$21.34 per share
Exercise price of employee stock options converted into 9,358 common shares
Post-transaction share holdings
69,747.5032 shares
Directly held Equitable Holdings common shares, including RSUs, after transactions
Remaining stock options
9,359 options
Employee stock options outstanding after partial exercise, expiring March 1, 2028
Sale price ranges
$47.57–$49.54 per share
Price ranges for multiple trade executions; reported prices are weighted averages
Key Terms
Rule 10b5-1 trading plan, weighted average purchase price, Employee Stock Options (right to buy), 2018 Omnibus Incentive Plan
4 terms
Rule 10b5-1 trading plan regulatory
"The sale reported and options exercised were effected pursuant to a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted average purchase price financial
"The price reported above reflects the weighted average purchase price"
The weighted average purchase price is the average cost per share you paid across multiple buys, calculated so larger purchases count more than smaller ones. Imagine buying apples at different prices: the overall price you effectively paid depends on how many apples you bought at each price. Investors use it to measure true cost basis, calculate gains or losses, decide when to sell, and manage taxes and portfolio performance.
Employee Stock Options (right to buy) financial
"Security title: Employee Stock Options (right to buy) with an exercise price of $21.34"
2018 Omnibus Incentive Plan financial
"Grant of employee stock option under the Issuer's 2018 Omnibus Incentive Plan"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transactions did Equitable Holdings (EQH) report for COO Jeffrey J. Hurd on July 15, 2026?
Equitable Holdings reported that COO Jeffrey J. Hurd exercised 9,358 stock options at $21.34 per share and sold an aggregate 14,358 common shares in multiple open‑market transactions at weighted‑average prices between $47.57 and $49.54 per share.
Were Jeffrey J. Hurd’s Equitable Holdings (EQH) trades made under a Rule 10b5-1 trading plan?
Yes. The filing states that the option exercise and stock sales were effected under a Rule 10b5‑1 trading plan adopted by Jeffrey J. Hurd on May 1, 2025, indicating the transactions followed a pre‑established, disclosed trading arrangement.
What stock options did Jeffrey J. Hurd exercise in Equitable Holdings (EQH) according to this Form 4?
Jeffrey J. Hurd exercised 9,358 employee stock options, each with an exercise price of $21.34 per share, converting them into an equal number of Equitable Holdings common shares. These options were granted under the company’s 2018 Omnibus Incentive Plan.
How many Equitable Holdings (EQH) options remain outstanding for Jeffrey J. Hurd after the transactions?
Following the reported option exercise, 9,359 employee stock options remain outstanding for Jeffrey J. Hurd. These options are exercisable for Equitable Holdings common stock at an exercise price of $21.34 per share and expire on March 1, 2028.