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.
Mark Pearson, President, CEO and Director of Equitable Holdings (EQH), executed several transactions on June 16, 2025 under a pre-established Rule 10b5-1 trading plan from May 30, 2024:
- Exercised 20,000 employee stock options at $23.18 per share
- Subsequently sold a total of 30,000 shares in multiple transactions: - 9,029 shares at avg. $52.93 - 10,971 shares at avg. $53.38 - 5,105 shares at avg. $52.98 - 4,895 shares at avg. $53.39
- Following these transactions, Pearson holds 724,367 shares directly (including RSUs) and 346,400 employee stock options
The exercised options were granted under the company's 2019 Omnibus Incentive Plan and had vested in three installments starting February 26, 2021. The transactions represent a partial monetization of his equity position while maintaining significant ownership in the company.