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.
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.
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.
Equitable Holdings, Inc. officer Seth P. Bernstein reported acquiring 126.7600 shares of common stock on a grant or award basis. These shares represent dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs) under the company’s incentive plan, rather than an open-market purchase.
The filing states that dividend equivalents are issued in the form of RSUs and vest on the same schedule and terms as the underlying RSUs. Following this award, Bernstein directly holds a total of 55,734.5603 shares of common stock, including RSUs.
Raju Robin M reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. Chief Financial Officer Raju Robin M received an award of 391.64 shares of common stock on account of dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs). These dividend equivalents are issued as additional RSUs and follow the same vesting and settlement terms as the underlying RSUs.
After this award, his directly held position, including RSUs, totals 185,774.48 shares of common stock. This reflects a compensation-related grant rather than an open-market purchase or sale.
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd reported receiving 332.2900 shares of common stock on March 12, 2026 as a grant classified as a dividend-equivalent award. The shares were issued at a price of $0.0000 per share under the company’s incentive plan and reflect dividend equivalents accrued on previously awarded Restricted Stock Units.
Following this acquisition, Hurd holds a total of 94,403.4032 shares of common stock, including RSUs, directly. These dividend-equivalent RSUs vest and settle on the same terms as the related RSUs and represent routine, compensation-related accruals rather than open-market purchases or sales.