STOCK TITAN

Equitable (NYSE: EQH) CLO gets stock award, covers taxes with shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Equitable Holdings Chief Legal Officer Kurt Meyers reported share movements tied to equity compensation on March 2, 2026. He received a grant/vesting of 6,777.3416 shares of common stock at no cost, reflecting earned performance shares under the 2019 Omnibus Incentive Plan.

On the same date, 1,404 shares and 2,944 shares of common stock were withheld to cover tax obligations upon vesting of restricted stock units and performance shares at $40.22 per share. After these transactions, Meyers directly owned 33,926.0916 shares of Equitable Holdings common stock, including shares acquired through the company’s stock purchase plan.

Positive

  • None.

Negative

  • None.
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*
Meyers Kurt

(Last) (First) (Middle)
C/O EQUITABLE HOLDINGS, INC.
1345 AVENUE OF THE AMERICAS

(Street)
NEW YORK NY 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 Legal Officer, Secretary
3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026
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)
Code V Amount (A) or (D) Price
Common Stock 03/02/2026 F 1,404(1) D $40.22 30,092.75(2) D
Common Stock 03/02/2026 A 6,777.3416(3) A $0 36,870.0916(2) D
Common Stock 03/02/2026 F 2,944(4) D $40.22 33,926.0916(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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares withheld to cover taxes upon vesting of previous Restricted Stock Unit grants.
2. Includes 2,186 shares acquired under Equitable Stock Purchase Plan.
3. Reflects the vesting of Performance Shares, which were granted pursuant to the registrant's 2019 Omnibus Incentive Plan. The Performance Shares were earned upon the attainment of certain performance objectives for the period January 1, 2023 through December 31, 2025.
4. Shares withheld to cover taxes upon vesting of Performance Shares.
Remarks:
/s/ Swathi Padmanabhan as attorney-in-fact for Kurt Meyers 03/04/2026
** 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.

FAQ

What transactions did Equitable (EQH) executive Kurt Meyers report?

Kurt Meyers reported equity-compensation activity in Equitable common stock. He received 6,777.3416 shares from vested performance awards and had 1,404 and 2,944 shares withheld to pay taxes tied to vesting, all on March 2, 2026, rather than making open-market trades.

Did Kurt Meyers sell Equitable (EQH) shares in the open market?

The disposition entries reflect shares withheld for taxes, not open-market sales. A total of 1,404 and 2,944 shares were retained by Equitable to satisfy tax liabilities when previously granted restricted stock units and performance shares vested on March 2, 2026.

How many Equitable (EQH) shares does Kurt Meyers own after these transactions?

After the reported equity-compensation transactions, Kurt Meyers directly owned 33,926.0916 shares of Equitable common stock. This figure includes 2,186 shares acquired under the Equitable Stock Purchase Plan, as noted in the filing’s footnotes for his reported holdings.

What was the size of Kurt Meyers’ new stock award from Equitable (EQH)?

Meyers received 6,777.3416 shares of Equitable common stock through the vesting of performance shares. These were granted under Equitable’s 2019 Omnibus Incentive Plan and were earned based on performance objectives measured from January 1, 2023 through December 31, 2025.

At what price were Equitable (EQH) shares withheld to cover Kurt Meyers’ taxes?

The tax-withholding dispositions used a share price of $40.22. Equitable withheld 1,404 shares related to vested restricted stock units and 2,944 shares related to vested performance shares, applying that $40.22 per-share value to satisfy Kurt Meyers’ tax obligations on March 2, 2026.

What triggered the vesting of Kurt Meyers’ Equitable (EQH) performance shares?

The vesting was triggered by achieving defined performance goals. The performance shares were earned upon attainment of specified performance objectives for the period from January 1, 2023 through December 31, 2025 under Equitable’s 2019 Omnibus Incentive Plan, leading to the 6,777.3416-share award.
Equitable Holdings Inc

NYSE:EQH

EQH Rankings

EQH Latest News

EQH Latest SEC Filings

EQH Stock Data

11.13B
281.15M
Asset Management
Insurance Agents, Brokers & Service
Link
United States
NEW YORK