Equitable Holdings (NYSE: EQH) director sells 2,470 shares in open-market trade
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 2,470 shares ($101,478)
Net Sell
1 txn
Insider
SCOTT BERTRAM L
Role
null
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, null)
Footnotes (1)
- [object Object]
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
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.
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.