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 Holdings insider filed a Form 144 reporting proposed sales of Common Stock and related issuer awards. The filing lists two reported dispositions by Mark Pearson of 39,700 shares on 12/18/2025 and 39,700 shares on 01/20/2026, with accompanying ownership figures of 1,900,666 and 1,834,298 respectively. The document also lists issuer awards and exercises dated 02/28/2024 (12,500 RSUs), 02/28/2025 (25,000 RSUs) and a 02/18/2026 stock option exercise (81,600 shares, cash).
Equitable Holdings, Inc. and AXA Equitable Financial Services LLC filed an amendment to a Schedule 13G reporting beneficial ownership of Class I Common Shares of AB Private Lending Fund. The filing states 4,400,000 shares, representing 68.02% of the class, based on December 31, 2025.
The filing says the shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts. Signatures show reporting representatives dated February 17, 2026.
Canada Pension Plan Investment Board has filed an amended Schedule 13G reporting beneficial ownership of 19,284,053 shares of Equitable Holdings, Inc. common stock, representing 6.7% of the class. This percentage is based on 286,532,039 shares outstanding as of November 5, 2025, as cited from the company’s Form 10-Q.
The filing shows CPP Investments has sole voting and dispositive power over all reported shares and no shared power. It states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Equitable Holdings.
Equitable Holdings, Inc. filed a quarterly Form 13F holdings report as an institutional investment manager. The filing states that all holdings for this manager are included in this report. In total, the information table covers 1,667 investment positions with an aggregate reported value of $14,627,055,760, rounded to the nearest dollar.
The report lists three other included managers associated with Equitable’s asset management and advisory operations: Equitable Investment Management Group, LLC, Equitable Advisors, LLC, and Equitable Investment Management, LLC. The report is signed on behalf of the reporting manager by Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company.
Eckert William James IV reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings’ Chief Accounting Officer William James Eckert IV received an equity award in the form of restricted stock units. On February 11, 2026, he was granted 4,144 shares of common stock at a reference price of $45.85 per share under the 2019 Omnibus Incentive Plan.
The restricted stock units vest in three equal annual installments starting on February 28, 2027, with shares delivered within 30 days after each vesting date. Following this award, Eckert beneficially owns 19,769.46 shares of Equitable Holdings common stock, and this total includes restricted stock units.
Pearson Mark reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings President and CEO Mark Pearson received an equity grant. On February 11, 2026, he was awarded 123,010 shares of common stock in the form of restricted stock units at a reference price of $45.85 per share under the company’s 2019 Omnibus Incentive Plan.
The restricted stock units vest in three equal annual installments beginning on February 28, 2027, with vested shares to be delivered within 30 days after each vesting date. Following this grant, Pearson beneficially owns 775,955.01 shares of Equitable Holdings common stock, including restricted stock units.
HURD JEFFREY J reported acquisition or exercise transactions in a Form 4 filing for EQH. The filing lists transactions totaling 23,992 shares at a weighted average price of $45.85 per share. Following the reported transactions, holdings were 79,015 shares.
Meyers Kurt reported acquisition or exercise transactions in a Form 4 filing for EQH. The filing lists transactions totaling 9,597 shares at a weighted average price of $45.85 per share. Following the reported transactions, holdings were 31,497 shares.
Lane Nick reported acquisition or exercise transactions in a Form 4 filing for EQH. The filing lists transactions totaling 27,918 shares at a weighted average price of $45.85 per share. Following the reported transactions, holdings were 127,876 shares.
Equitable Holdings executive Seth P. Bernstein reported an equity award under the company’s 2019 Omnibus Incentive Plan. On 02/11/2026 he acquired 8,725 shares of common stock at $45.85 per share, bringing his directly held stake to 52,215.07 shares, including restricted stock units.
The award consists of restricted stock units that each represent a right to receive one share upon vesting. These units vest in three equal annual installments beginning on February 28, 2027, with vested shares to be delivered within 30 days after each vesting date.