Every Form 4 that Equitable Holdings Inc (EQH) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow EQH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EQH filings page.
Equitable Holdings, Inc. (EQH) reported that Nick Lane, President of Equitable Financial, sold common stock on September 4, 2026. He sold 14,923 shares at a weighted average price of $53.2412 per share in multiple trades and now holds 110,006.8758 shares directly, including Restricted Stock Units.
Equitable Holdings, Inc. (EQH) director Arlene Isaacs-Lowe reported selling 1,000 shares of common stock on September 4, 2026, in a sale characterized as an open market or private transaction at $52.825 per share. Following this transaction, she directly holds 19,763 common shares.
Equitable Holdings, Inc. (EQH) reported that Chief Operating Officer Jeffrey J. Hurd exercised employee stock options for 9,359 shares of common stock at an exercise price of $21.34 per share, fully exhausting this option grant. On the same date, he sold 14,359 common shares in multiple open-market transactions at weighted average prices generally between $51.02 and $53.10. All reported option exercises and sales were effected under a Rule 10b5-1 trading plan adopted on May 1, 2025, and the options were originally granted under the company’s 2018 Omnibus Incentive Plan.
Equitable Holdings, Inc. reported that President and CEO Mark Pearson received an automatic award of 1,358.6900 shares of common stock on August 10, 2026. These shares are dividend equivalents accrued on previously awarded Restricted Stock Units and are issued as additional RSUs. Following this grant, Pearson directly holds 754,761.4078 shares of common stock, including RSUs and 11,011 shares acquired under the Employee Stock Purchase Plan.
Equitable Holdings, Inc. reported that its Chief Financial Officer, Raju Robin M, received an automatic acquisition of 320.4700 shares of common stock on 2026-08-10. These shares represent dividend equivalents credited as additional Restricted Stock Units (RSUs) under the company’s incentive plan. Following this grant, the CFO’s directly held common stock and RSUs total 186,500.5100 shares.
Eckert William James IV reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. reported that Chief Accounting Officer William James Eckert IV received an automatic grant of 47.93 common-share-equivalent RSUs on August 10, 2026. These RSUs represent dividend equivalents that accrue on previously awarded Restricted Stock Units and vest and settle on the same terms as the related RSUs. Following this grant, his directly held common stock and RSUs total 8,467.3856 shares.
Equitable Holdings, Inc. reported that Chief Operating Officer Jeffrey J. Hurd received an acquisition of 271.9100 shares of common stock in the form of dividend equivalents on previously awarded Restricted Stock Units (RSUs). These dividend equivalents vest and settle on the same terms as the related RSUs, bringing his directly held common stock (including RSUs) to 70,019.4132 shares.
Equitable Holdings, Inc. reported an equity compensation-related transaction by executive Nick Lane, President of Equitable Financial. On 2026-08-10, Lane acquired 314.1100 shares of common stock at a stated price of $0.0000 per share, representing dividend equivalents accrued on previously awarded Restricted Stock Units (RSUs) under the company’s incentive plan. Following this grant, Lane’s directly held position, including RSUs, increased to a reported total of 124,929.8758 shares of common stock.
Equitable Holdings, Inc. reported that Head of Asset Management Seth P. Bernstein acquired 103.73 shares of common stock on 2026-08-10 through dividend equivalents on previously awarded Restricted Stock Units (RSUs) under the company’s incentive plan. Following this grant, Bernstein holds 55,969.5603 shares in total, including RSUs that vest and settle on the same terms as the underlying awards.
Equitable Holdings, Inc. reported that Chief Legal Officer and Secretary Kurt Meyers acquired 197.4100 shares of common stock on 2026-08-10 through dividend equivalents accrued on previously awarded Restricted Stock Units under the company’s incentive plan. Following this grant, his directly held position is 35,285.5615 shares, and this total includes RSUs and shares acquired under the Equitable Stock Purchase Plan since his prior ownership report.
Equitable Holdings, Inc. director Craig C. MacKay reported a sale of 2,200 shares of common stock on 2026-08-11 at $51.365 per share. Following this open-market transaction, he directly holds 18,999 shares of Equitable Holdings common stock. The transaction was not reported under a Rule 10b5-1 trading plan.
Equitable Holdings, Inc. officer William James Eckert IV, Chief Accounting Officer, reported a sale of 947 shares of common stock on 2026-08-10. The shares were sold at $52.875 per share. Following this transaction, he directly held 8,419.4556 shares, and this total includes RSUs. The transaction is described as a sale in an open market or private transaction and the filing indicates it was not made under a Rule 10b5-1 trading plan.
Equitable Holdings, Inc. director Charles G.T. Stonehill reported selling 7,500 shares of common stock on August 6, 2026. The weighted average sale price was $51.5406 per share, with individual trade prices ranging from $51.50 to $51.62. Following this sale, he directly holds 34,357 shares of Equitable Holdings common stock.
Equitable Holdings, Inc. director L. Scott Bertram reported a sale of 1,466 shares of common stock on August 6, 2026 in an open-market or private transaction. The shares were sold at a weighted average price of $51.1507, within a range of $51.03 to $51.21, leaving him with 26,465 shares held directly after the transaction.
Equitable Holdings President and CEO Mark Pearson reported exercising employee stock options covering 27,200 shares of common stock at an exercise price of $23.18 per share on July 20, 2026, and acquiring the same number of shares. On the same date, he sold an aggregate 39,700 shares of common stock at weighted average prices of $48.5361 and $49.19. These option exercises, granted under the 2019 Omnibus Incentive Plan, and related sales were effected pursuant to a Rule 10b5-1 trading plan adopted on May 16, 2025.
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.
Equitable Holdings, Inc. President and CEO Mark Pearson reported an option exercise and share sale in company stock. He exercised employee stock options covering 27,200 shares of Common Stock at an exercise price of $23.18 per share and sold 39,700 shares in open-market transactions at a weighted average price of $45.285 per share.
After these transactions, he directly owns 765,902.7178 shares of Common Stock, which include Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan. The sale and option exercise were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on May 16, 2025.
Equitable Holdings Chief Operating Officer Jeffrey J. Hurd reported both option exercises and share sales of company common stock. On June 15, 2026, he sold 5,000 shares at an average price of $45.1149 and 9,358 shares at $45.1078 in open-market transactions.
On the same date, he exercised employee stock options for 9,358 shares of common stock at a strike price of $21.34 per share under the issuer’s 2018 Omnibus Incentive Plan. Following these transactions, he held approximately 74,748 common shares directly and 18,717 employee stock options. The filing notes these trades were made under a pre-arranged Rule 10b5-1 trading plan.
Equitable Holdings, Inc. reported that Chief Legal Officer and Secretary Kurt Meyers acquired 249.8200 shares of common stock on June 8, 2026 as a grant or award at no cost per share. Footnotes explain that dividend equivalents on previously awarded Restricted Stock Units and purchases under the Equitable Stock Purchase Plan contributed to this acquisition. Following the transaction, Meyers directly holds a total of 35,043.1515 shares of common stock, and the total includes RSUs.
Equitable Holdings, Inc. Chief Financial Officer Raju Robin M reported an acquisition of 405.56 shares of common stock at a price of $0.00 per share, received as dividend-equivalent Restricted Stock Units under the company’s incentive plan. Following this award, he directly holds a total of 186,180.04 shares, including RSUs.
BERNSTEIN SETH P reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. executive Seth P. Bernstein reported an automatic award tied to prior Restricted Stock Units, receiving 131.27 shares-equivalent at no cost as dividend equivalents under the company’s incentive plan. Following this grant, his direct holdings, including RSUs, total 55,865.8303 shares of common stock.
Equitable Holdings, Inc. reported that officer Nick Lane received an automatic stock-based award. On the transaction date, he acquired 397.5 shares of Common Stock at no cost, in the form of dividend equivalents on previously granted Restricted Stock Units (RSUs).
These dividend equivalents vest and settle on the same terms as the underlying RSUs, each representing a contingent right to one share of common stock. After this grant, Lane directly holds a total of 124,615.7658 shares, and this total includes RSUs.
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd acquired 344.1 shares of common stock on June 8, 2026 through a grant classified as a stock award with a price of $0.00 per share. This represents dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs) under the company’s incentive plan.
The dividend equivalents vest and settle on the same terms as the underlying RSUs, and each RSU represents a contingent right to receive one share of common stock. Following this award, Hurd directly holds a total of 79,747.5032 shares, including RSUs.
Equitable Holdings, Inc. President and CEO Mark Pearson received a grant of 1,719.4200 shares of common stock on June 8, 2026. The award represents dividend equivalents on previously granted Restricted Stock Units under the company’s incentive plan and carried no cash purchase price.
Following this grant, Pearson directly holds 778,402.7178 shares of common stock, a figure that includes Restricted Stock Units and 11,011 shares acquired through the Employee Stock Purchase Plan. This is a compensation-related acquisition, not an open-market share purchase.
Equitable Holdings, Inc. Chief Accounting Officer William James Eckert IV reported two stock transactions. On June 8, 2026, he acquired 60.66 shares of common stock as a grant, including dividend equivalents on previously awarded RSUs. On June 10, 2026, he executed an open-market sale of 6,200 shares at $41.83 per share. After these transactions, he directly holds about 9,366.4556 common shares, with totals including RSUs.
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.
Equitable Holdings, Inc. director Francis Hondal reported additional ownership in company common stock. On May 20, 2026, Hondal received a grant of 4,400 shares of fully vested common stock under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan at a reference price of $42.05 per share, increasing direct holdings to 30,330.801 shares.
The filing also reports a series of previously unreported acquisitions totaling 1,143.801 shares of common stock between March 2023 and December 2025, generally in small monthly or quarterly amounts. According to the disclosure, these shares were acquired through a dividend reinvestment plan administered by the reporting person’s broker-dealer, and the late reporting resulted from an initial understanding that the automatic dividend reinvestment plan was not active.
Stansfield George reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director George Stansfield received a grant of 4,400 shares of common stock on May 20, 2026. The shares were fully vested and awarded at $42.05 per share under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following this compensation-related award, he directly owns 43,227 shares of Equitable Holdings common stock.
Dachille Douglas A. reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Douglas A. Dachille received a grant of 4,400 shares of common stock on May 20, 2026 at a reported value of $42.05 per share. The award is fully vested and was granted under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following this compensation grant, Dachille directly holds 7,793 shares of Equitable Holdings common stock.
Kaye Daniel G reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Daniel G. Kaye received a grant of 4,400 shares of Common Stock on May 20, 2026 at $42.05 per share. The award consists of fully vested stock granted under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following this grant, Kaye directly holds 60,086 shares of Equitable Holdings common stock.
Stonehill Charles G.T. reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Charles G.T. Stonehill received a grant of 4,400 shares of common stock on May 20, 2026. The shares were fully vested and granted under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following this award, Stonehill directly holds 41,857 shares of Equitable Holdings common stock.
SCOTT BERTRAM L reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Scott Bertram L received a grant of 4,400 shares of Common Stock valued at $42.05 per share. The award consists of fully vested common stock issued under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan and is exempt under Rule 16b-3. Following this compensation grant, his direct holdings total 30,401 shares of Equitable Holdings common stock.
MacKay Craig C reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Craig C. MacKay received a grant of 4,400 shares of common stock on May 20, 2026. The shares were fully vested and issued under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following this equity award, MacKay directly holds 21,199 shares of Equitable Holdings common stock.
LAMMTENNANT JOAN M reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Joan M. Lamntenant received a grant of 6,897 shares of fully vested common stock valued at $42.05 per share under the company’s Amended and Restated 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following this award, she directly holds 54,788 common shares.
Isaacs-Lowe Arlene reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. director Arlene Isaacs-Lowe received a grant of 4,400 shares of common stock valued at $42.05 per share. This was a fully vested award made under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan, exempt under Rule 16b-3. Following the grant, she directly holds 20,763 shares of common stock.
Equitable Holdings President and CEO Mark Pearson reported an option exercise and share sale involving the company’s common stock. He exercised employee stock options to acquire 27,200 shares at $23.18 per share, then sold 39,700 shares in open-market transactions at a weighted average price of $42.6004 per share.
The filing notes these trades were executed under a Rule 10b5-1 trading plan adopted on May 16, 2025, indicating they were pre‑scheduled. After these transactions, Pearson directly owns 776,683.2978 shares of common stock, which include restricted stock units and 11,011 shares acquired through the Employee Stock Purchase Plan, along with 54,400 employee stock options with a $23.18 exercise price expiring on February 26, 2030.
Equitable Holdings, Inc. reported that its Chief Accounting Officer, William James Eckert IV, completed an open-market sale of 7,300 shares of common stock. The shares were sold at a price of $42.4850 per share, according to the filing.
After this transaction, Eckert holds 15,505.7956 shares directly, and the total includes restricted stock units. Based on the before-and-after share counts, the sale represents roughly one-third of his reported holdings prior to the trade.
Equitable Holdings, Inc. officer Nick Lane reported an option exercise and same‑day stock sale in Common Stock. He exercised employee stock options for 4,417 shares at $23.18 per share, then sold 4,417 shares in an open‑market transaction at a weighted average price of $42.4464 per share.
The sale trade prices ranged from $42.06 to $42.79. These transactions were executed under a pre‑arranged Rule 10b5‑1 trading plan adopted on September 18, 2025. Following the transactions, Lane directly owns 124,218.2658 shares of Common Stock, which includes Restricted Stock Units.
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd reported an exercise-and-sell transaction in company stock. On May 15, 2026, he sold a total of 14,358 shares of common stock in open-market transactions at weighted average prices around $42.44 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 1, 2025. The same day, he exercised employee stock options covering 9,358 shares of common stock at an exercise price of $21.34 per share under the issuer's 2018 Omnibus Incentive Plan. Following these transactions, Hurd directly owned 79,403.4032 shares of common stock, which the disclosure notes includes RSUs, and held 28,075 employee stock options with an exercise price of $21.34 per share expiring on March 1, 2028.
Equitable Holdings, Inc. President and CEO Mark Pearson reported an option exercise and an open-market share sale. He exercised employee stock options for 27,200 shares of common stock at an exercise price of $23.18 per share, converting them into common shares.
On the same date, he sold 39,700 common shares in open-market transactions at a weighted average price of $41.6282 per share, under a pre-arranged Rule 10b5-1 trading plan adopted on May 16, 2025. After these transactions, he directly holds about 789,183.2978 common shares and 81,600 employee stock options.
Equitable Holdings, Inc. officer Nick Lane exercised employee stock options to acquire 10,000 shares of common stock at $23.18 per share and on the same date sold 10,000 shares at a weighted average price of $40.4421 per share.
The transactions were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 18, 2025. Following these trades, Lane directly holds 124,218.2658 shares of common stock, a figure that includes Restricted Stock Units.
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd exercised employee stock options and sold shares in a pre-planned transaction. He exercised options for 9,358 shares of common stock at $21.34 per share and then sold a total of 14,358 shares in multiple open-market trades around $40–$41 per share. After these transactions, he directly held 89,403.4032 shares of common stock, and that total includes RSUs. The filing notes that both the option exercise and related sales were executed under a Rule 10b5-1 trading plan adopted by Hurd.
Equitable Holdings, Inc. President and CEO Mark Pearson exercised stock options for 1,387 shares of common stock at $23.18 per share and then sold 1,387 shares at a weighted average price of $40.0271 on the same day. These transactions were carried out under a pre-arranged Rule 10b5-1 trading plan. Following the sale, he directly holds about 801,683.2978 shares of common stock, and his direct position remains large relative to the shares sold.
Equitable Holdings, Inc. President and CEO Mark Pearson reported an exercise-and-sell transaction in company stock. He exercised employee stock options to acquire 25,813 shares of Common Stock at an exercise price of $23.18 per share, then sold 38,313 shares of Common Stock at a weighted average price of $40.0479 per share.
The filing notes these option exercises and sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted by Pearson on May 16, 2025, indicating they were scheduled in advance. Following these transactions, Pearson directly holds 801,683.2978 shares of Equitable Holdings Common Stock, reflecting a continued sizable ownership stake.
Equitable Holdings Chief Operating Officer Jeffrey J. Hurd exercised employee stock options and sold shares in a planned transaction. He exercised options for 9,358 shares of common stock at $21.34 per share, then sold 9,358 shares at a weighted average price of $40.0556 and an additional 5,000 shares at $40.00 per share.
After these trades, he directly held 89,403.4032 shares, and the total includes RSUs. The exercise and sale were carried out under a Rule 10b5-1 trading plan adopted on May 1, 2025, indicating the transactions were pre-scheduled rather than timed discretionarily.
Equitable Holdings, Inc. officer Nick Lane exercised employee stock options for 10,000 shares of common stock at $23.18 per share and, on the same day, sold 10,000 shares in open-market trades at a weighted average price of $40.0381. The transactions were executed under a pre-arranged Rule 10b5-1 trading plan. Following these moves, he directly holds about 124,218 shares of common stock and 14,417 remaining stock options.
Equitable Holdings, Inc. President and CEO Mark Pearson received an automatic award of 1,660.390 shares of Common Stock on March 12, 2026, reported as a grant or other acquisition rather than an open-market trade. The award reflects dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs) under the company’s incentive plan and are issued as additional RSUs.
Each dividend-equivalent RSU represents a contingent right to receive one share of common stock and will vest, settle, and expire on the same terms as the underlying RSUs. Following this award, Pearson’s direct holdings, including RSUs, total 814,183.2978 shares of Equitable Holdings common stock.
Equitable Holdings, Inc. reported that Chief Legal Officer and Secretary Kurt Meyers acquired 241.2400 shares of common stock through a grant or award at no cost. Following this award, his directly held position increased to 34,167.3316 shares, and the total figure includes Restricted Stock Units.
Lane Nick reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. officer Nick Lane received a grant of 383.8600 shares of common stock on March 12, 2026, at no purchase price. The award reflects dividend equivalents on previously granted Restricted Stock Units under the company’s incentive plan. Following this grant, Lane holds 124,218.2658 shares, including RSUs.
Eckert William James IV reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings Chief Accounting Officer William James Eckert IV received a grant of 58.58 shares of Common Stock at no cost, credited as dividend equivalents on previously awarded Restricted Stock Units under the company’s incentive plan. Following this award, he directly holds 22,805.7956 shares of Common Stock, including RSUs.