Equitable director sells 2,470 EQH shares at $41.08

Equitable Holdings, Inc. director L. Scott Bertram reported an open-market sale of common stock.

Rhea-AI Filing Summary

Equitable Holdings, Inc. director L. Scott Bertram reported an open-market sale of common stock. On June 4, 2026, he sold 2,470 shares of Equitable Holdings common stock at a weighted average price of $41.0842 per share, executed in multiple trades between $41.07 and $41.09. Following this transaction, he directly holds 27,931 shares of the company’s common stock.

Insider Trade Summary

Net Seller: 2,470 shares

Net Sell 1 txn

Insider SCOTT BERTRAM L

Role Director

Sold 2,470 shs ($101K)

Type	Security	Shares	Price	Value
Sale	Common Stock	2,470	$41.0842	$101K

Holdings After Transaction: Common Stock — 27,931 shares (Direct)

Footnotes (1)

1. F1. This transaction was executed in multiple trades at prices ranging from $41.07 to $41.09. 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: 2,470 shares Sale price: $41.0842 per share Post-transaction holdings: 27,931 shares +1 more

4 metrics

Shares sold 2,470 shares Open-market sale of common stock on June 4, 2026

Sale price $41.0842 per share Weighted average sale price for the 2,470 shares

Post-transaction holdings 27,931 shares Common stock directly owned after the sale

Trade price range $41.07–$41.09 Range of prices at which multiple trades were executed

Key Terms

open-market sale, weighted average price, Form 4, transaction code "S"

4 terms

open-market sale financial

"transaction_action": "open-market sale"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

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.

Form 4 regulatory

"INSIDER FILING DATA (Form 4):"

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.

transaction code "S" regulatory

""transaction_code": "S""

FAQ

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

What insider transaction did Equitable Holdings (EQH) report for L. Scott Bertram?

Equitable Holdings reported that director L. Scott Bertram sold 2,470 shares of common stock in an open-market transaction on June 4, 2026, at a weighted average price of $41.0842 per share, and continues to hold 27,931 shares directly afterward.

At what price did L. Scott Bertram sell Equitable Holdings (EQH) shares?

He sold 2,470 Equitable Holdings common shares at a weighted average price of $41.0842 per share. The trades were executed in multiple transactions within a narrow range between $41.07 and $41.09, according to the Form 4 footnote disclosure.

How many Equitable Holdings (EQH) shares does L. Scott Bertram hold after this sale?

After the reported sale, L. Scott Bertram directly holds 27,931 shares of Equitable Holdings common stock. This post-transaction holding amount is disclosed in the Form 4 and reflects his remaining direct ownership position following the 2,470-share sale.

What does the Form 4 footnote reveal about the EQH insider sale pricing?

The footnote explains that the sale occurred in multiple trades between $41.07 and $41.09 per share. The reported $41.0842 figure is the weighted average price, and full trade details are available upon request to the SEC staff, issuer, or security holders.

What type of transaction did Equitable Holdings (EQH) director L. Scott Bertram execute?

He executed an open-market sale of Equitable Holdings common stock, coded as “S” on Form 4. The filing describes it as a sale in the open market or a private transaction, rather than an option exercise, gift, or tax-withholding event.

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

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Accepted by SEC EDGAR 06/05/2026 - 04:16 PM EDT Learn about SEC filing dates

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^*

SCOTT BERTRAM L

(Last) (First) (Middle)

C/O EQUITABLE HOLDINGS, INC.

1345 AVENUE OF THE AMERICAS

(Street)

NEW YORK NEW YORK 10105

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/04/2026

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

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

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

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/04/2026		S		2,470	D	$41.0842(1)	27,931	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction was executed in multiple trades at prices ranging from $41.07 to $41.09. 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.

Remarks:

	Stella Lee as attorney-in-fact for Bertram Scott	06/04/2026
	** 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.
* Form 4: SEC 1474 (03-26)