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.
The Equitable Holdings, Inc. (NYSE: EQH) SEC filings page provides access to the company’s official regulatory disclosures as a New York Stock Exchange–listed financial services holding company. Through these documents, investors can review how Equitable Holdings reports on its retirement, protection, asset management and wealth management activities, as well as its capital structure and material agreements.
Current and periodic reports such as Forms 8-K, 10-Q and 10-K contain information on quarterly and annual financial results, segment performance and key business developments. Recent 8-K filings have covered earnings releases for specific quarters, changes to segment reporting following a life reinsurance transaction, and updates to revolving credit agreements and reimbursement agreements related to letter of credit facilities.
Transaction-related filings detail material definitive agreements and other events. For Equitable Holdings, these include disclosures about a large coinsurance and modified coinsurance transaction with RGA Reinsurance Company covering a quota share of in-force individual life insurance contracts, as well as an investment advisory agreement under which AllianceBernstein manages assets associated with the ceded policies. Other filings describe tender offers for existing debt securities and the establishment or termination of credit facilities.
Equitable Holdings also files documents related to its capital markets and listed securities, including its common stock and depositary shares representing interests in Series A and Series C preferred stock. These filings outline the securities registered under Section 12(b) of the Exchange Act and any related corporate actions.
On Stock Titan, AI-powered tools can help interpret lengthy filings by highlighting key items such as segment changes, reinsurance arrangements, credit agreements and capital management actions. Real-time updates from EDGAR, combined with AI-generated summaries, enable users to quickly understand the implications of new 8-Ks, 10-Qs, 10-Ks and other filings for Equitable Holdings.
Equitable Holdings, Inc. (EQH) Form 144 notice: A holder intends to sell 2,600 shares of EQH common stock through Morgan Stanley Smith Barney LLC on 08/21/2025 on the NYSE, representing an aggregate market value of $134,836.00. The shares were acquired on 05/22/2024 via restricted stock vesting under a registered plan and were issued by the company in payment for services. The filer reports no securities sold in the past three months and affirms no undisclosed material adverse information. Contact and filer identification fields in the form appear blank or not provided in the extracted content.
Jeffrey J. Hurd, Chief Operating Officer of Equitable Holdings, Inc. (EQH), reported a sale of 6,790 shares of the issuer's common stock on 08/15/2025. The sale was effected under a Rule 10b5-1 trading plan adopted May 1, 2025, and executed in multiple trades at prices ranging from $53.79 to $54.78, with a weighted average price of $54.0928.
After the reported disposition, the filing shows the reporting person beneficially owned 88,677.78 shares (the total includes restricted stock units). The Form 4 was signed by an attorney-in-fact on 08/19/2025.
Mark Pearson, President and CEO of Equitable Holdings, Inc. (EQH), executed option exercises and share sales under a 10b5-1 plan. On 08/18/2025 he exercised 27,200 employee stock options at an exercise price of $23.18, creating an immediate beneficial ownership figure shown as 742,729 shares. On the same date he sold a total of 39,700 shares in multiple trades at weighted average prices of $53.0407 and $53.5998, with reported post-transaction ownership levels of 703,538 and 703,029 shares. The Form 4 states the exercise and sales were effected pursuant to a Rule 10b5-1 trading plan adopted May 16, 2025, and that reported ownership includes Restricted Stock Units.
This Form 144 notifies a proposed sale of 158,800 shares of Equitable Holdings, Inc. (EQH) common stock through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of $8,559,320 and an approximate sale date of 08/18/2025. The filing lists how the shares were acquired: small lots from employee purchase plans and awards in early 2024 (ESPP, RSU, PSU) and a large block of 108,800 shares from a stock option exercise dated 08/18/2025. The filer also reported two recent sales in the past three months: 30,000 shares sold on 06/16/2025 for $1,595,339 and 30,000 shares sold on 07/15/2025 for $1,602,300. Total shares outstanding shown are 299,536,468.
Equitable Holdings (EQH) reported a proposed insider sale under Rule 144: 20,370 common shares held as restricted stock units were listed for sale through Morgan Stanley Smith Barney, with an aggregate market value of $1,113,016.80. The filer acquired the units on 02/28/2024 from the issuer and indicates no sales by the same person in the prior three months. The shares represent a small fraction of the 299,536,468 outstanding common shares and are scheduled for sale on 08/15/2025 on the NYSE.
Equitable Holdings, Inc. filed a Form 13F for the quarter ended June 30, 2025. The filing reports 1,543 holdings entries with a combined reported market value of $12,131,778,668. The report lists three other included managers related to Equitable: Equitable Investment Management Group, LLC; Equitable Advisors, LLC; and Equitable Investment Management, LLC. The filing was signed by Anthony Bruccoleri, Lead Director, Equitable Life Insurance Company, and indicates the Form 13F file number 028-19172.
Mark Pearson, who serves as President & CEO and a director of Equitable Holdings, Inc. (EQH), received 1,161.79 restricted stock units (RSUs) as dividend equivalents on 08/12/2025. These dividend equivalents were issued at $0 and vest and settle on the same terms as the underlying RSUs. After the issuance, Mr. Pearson beneficially owned 715,529 shares in total, which the filing states includes outstanding RSUs. The Form 4 was filed on behalf of Mr. Pearson and signed by an attorney-in-fact on 08/14/2025. The report reflects a routine issuance of dividend-equivalent RSUs rather than an open-market purchase or sale.
Equitable Holdings insider Jeffrey J. Hurd, Chief Operating Officer, reported an acquisition of 243.75 shares of Equitable common stock on 08/12/2025. The filing states these were dividend equivalents issued as restricted stock units (RSUs) that vest and settle on the same terms as the underlying RSUs and carry a $0 per-share price. After the issuance, Hurd beneficially owns 95,467.78 shares (total includes RSUs). The Form 4 was signed by an attorney-in-fact on 08/14/2025.
William James Eckert IV, Chief Accounting Officer of Equitable Holdings, Inc. (EQH), reported a non‑derivative acquisition on 08/12/2025. The filing shows 44.45 dividend‑equivalent Restricted Stock Units (RSUs) were issued at $0 in connection with previously awarded RSUs; the filing explains these dividend equivalents are paid as RSUs that vest and settle on the same terms as the underlying awards. After the transaction, the reporting person beneficially owned 19,871.7 shares (the filing states this total includes RSUs). The Form 4 was signed by an attorney‑in‑fact on behalf of Mr. Eckert on 08/14/2025.
Equitable Holdings officer Nick Lane received 275.75 restricted stock units (RSUs) on 08/12/2025 as dividend equivalents tied to previously awarded RSUs; these were recorded at $0 price because they represent accrued dividend equivalents rather than a cash purchase. After the issuance, Lane's total beneficial ownership is reported as 139,624.32 shares (total includes RSUs). The filing identifies Lane as an officer (listed in remarks as President of Equitable Financial) and was signed on behalf of Lane by an attorney-in-fact, Michael Brudoley, on 08/14/2025.