Welcome to our dedicated page for Equitable Holdings SEC filings (Ticker: EQH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Equitable Holdings, Inc. filings document formal disclosures for a financial services holding company with retirement, asset management and wealth management operations. Recent Form 8-K reports cover operating and financial results, earnings materials, Regulation FD presentations, capital-structure matters, debt tender offer disclosures and registered securities that include common stock and depositary shares representing preferred stock.
The company's regulatory record also includes material-event disclosures on definitive agreements, shareholder voting communications, governance matters, risk factors and segment reporting. Filings tied to a completed reinsurance transaction document changes to reportable segments, including the Retirement segment and the treatment of legacy and life insurance business within Corporate and Other.
The issuer submitted a Form 144 notice disclosing proposed sales of 9,358 common shares on 04/08/2026 tied to an exercise of stock options, and referencing 5,000 restricted stock units dated 02/28/2025. The filing also records prior 10b5-1 sales by Jeffrey Hurd of 6,790 shares on 01/15/2026 for $323,559.12.
Equitable Holdings Inc ownership filing shows The Vanguard Group reports 0 shares and 0% beneficial ownership of Common Stock. The filing is an amendment (No. 7) reflecting an internal realignment effective January 12, 2026 under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries to report separately.
The amendment states Vanguard disaggregated previously aggregated holdings; the filing lists no sole or shared voting or dispositive power and affirms no other single person holds more than 5% of the class.
Equitable Holdings and Corebridge are combining in an all‑stock merger to form a single holding company operating under the Equitable brand. On a pro forma basis, Corebridge shareholders will own 51% and Equitable shareholders 49% of the new company, which is expected to close end of 2026 subject to regulatory and shareholder approvals.
The firms say the combined business will have $1.5 trillion of assets under management and administration, serve over 12 million customers, generate more than $4 billion of annual cash flow, and target at least $500 million of pretax expense synergies by the end of 2028. Management forecasts >double‑digit accretion to EPS and cash generation by the end of 2028, with Corebridge as the accounting acquirer and a 14‑member board split equally between the companies.
Equitable Holdings, Inc. posted an employee communication about the proposed merger with Corebridge Financial, Inc., describing the transaction and directing employees to learn more on March 26, 2026. The notice reiterates standard cautionary forward-looking language, lists key transaction risks, and explains that a Registration Statement on Form S-4 and a joint proxy statement/prospectus will be filed and mailed when effective.
The message emphasizes that the communication is not an offer or solicitation and urges recipients to read the forthcoming Registration Statement and definitive joint proxy statement/prospectus for full details.
Equitable Holdings, Inc. posted an employee communication about the proposed transaction with Corebridge Financial, Inc., describing the deal overview and next steps toward a Registration Statement on Form S-4.
The message outlines forward-looking statements, lists principal risks (including required stockholder and regulatory approvals, integration risks, financing and litigation), notes related proxy and Form S-4 filings, and directs readers to the joint proxy statement/prospectus and SEC filings for full details.
Equitable and Corebridge announced a merger of equals to form a new company called Equitable. The companies said the combined business will serve more than 12 million customers, manage $1.5 trillion of assets and target a combined market capitalization of $22 billion. The communication states the transaction is expected to close later this year, with the current Equitable chair to serve as Executive Chair and Corebridge CEO Marc Costantini to serve as CEO.
The firms disclosed several strategic aims, including scaling retirement, wealth and asset management, transferring more than $100 billion to AllianceBernstein’s general account, and targeting double-digit annual earnings growth in Wealth Management. The message includes customary forward-looking cautionary language and notes a Registration Statement on Form S-4 will be filed.
Equitable Holdings, Inc. entered into an Agreement and Plan of Merger to combine with Corebridge Financial in an all-stock merger. Under the agreement, Corebridge shareholders will receive 1.000 share of HoldCo common stock per Corebridge share and Equitable shareholders will receive 1.55516 shares of HoldCo common stock per Equitable share. Upon Closing, current Equitable stockholders are expected to own approximately 49% of HoldCo and current Corebridge stockholders approximately 51%. The parties agreed to file a joint Form S-4 registration statement and to list HoldCo common and new preferred series on the NYSE. The Merger Agreement provides for reciprocal $475,000,000 termination fees in specified circumstances and customary closing conditions, including stockholder approvals, regulatory clearances, listing approvals and client consents representing 75% of Equitable’s annualized advisory fees.
Equitable Holdings announced an all-stock merger with Corebridge Financial to form a new parent company that will operate under the Equitable name. Each Equitable share will be exchanged for 1.55516 shares of the new company, while each Corebridge share will receive 1.0000 share.
The combined group is valued at about $22 billion and is expected to have over 12 million customers and $1.5 trillion in assets under management and administration. After closing, Corebridge shareholders will own approximately 51% of the new company and Equitable shareholders about 49%.
The companies target more than $500 million in annual pre-tax cost synergies and expect the deal to be immediately accretive to earnings per share and cash generation, with accretion rising to over 10% by the end of 2028. Closing is expected by year-end 2026, subject to shareholder and multiple regulatory approvals.
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.