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.
T. Rowe Price Associates, Inc. filed an amended Schedule 13G indicating beneficial ownership of 18,270,539 shares of Equitable Holdings Inc. common stock as of June 30, 2026, representing 6.7% of the class.
The firm reports sole voting power over 17,205,242 shares and sole dispositive power over 18,270,539 shares, with no shared voting or dispositive power. T. Rowe Price Associates states that this filing should not be construed as an admission that it is the beneficial owner of these securities and expressly denies such beneficial ownership.
Equitable Holdings, Inc. reported that President and CEO Mark Pearson received an automatic award of 1,358.6900 shares of common stock on August 10, 2026. These shares are dividend equivalents accrued on previously awarded Restricted Stock Units and are issued as additional RSUs. Following this grant, Pearson directly holds 754,761.4078 shares of common stock, including RSUs and 11,011 shares acquired under the Employee Stock Purchase Plan.
Equitable Holdings, Inc. reported that its Chief Financial Officer, Raju Robin M, received an automatic acquisition of 320.4700 shares of common stock on 2026-08-10. These shares represent dividend equivalents credited as additional Restricted Stock Units (RSUs) under the company’s incentive plan. Following this grant, the CFO’s directly held common stock and RSUs total 186,500.5100 shares.
Eckert William James IV reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. reported that Chief Accounting Officer William James Eckert IV received an automatic grant of 47.93 common-share-equivalent RSUs on August 10, 2026. These RSUs represent dividend equivalents that accrue on previously awarded Restricted Stock Units and vest and settle on the same terms as the related RSUs. Following this grant, his directly held common stock and RSUs total 8,467.3856 shares.
Equitable Holdings, Inc. reported that Chief Operating Officer Jeffrey J. Hurd received an acquisition of 271.9100 shares of common stock in the form of dividend equivalents on previously awarded Restricted Stock Units (RSUs). These dividend equivalents vest and settle on the same terms as the related RSUs, bringing his directly held common stock (including RSUs) to 70,019.4132 shares.
Equitable Holdings, Inc. reported an equity compensation-related transaction by executive Nick Lane, President of Equitable Financial. On 2026-08-10, Lane acquired 314.1100 shares of common stock at a stated price of $0.0000 per share, representing dividend equivalents accrued on previously awarded Restricted Stock Units (RSUs) under the company’s incentive plan. Following this grant, Lane’s directly held position, including RSUs, increased to a reported total of 124,929.8758 shares of common stock.
Equitable Holdings, Inc. reported that Head of Asset Management Seth P. Bernstein acquired 103.73 shares of common stock on 2026-08-10 through dividend equivalents on previously awarded Restricted Stock Units (RSUs) under the company’s incentive plan. Following this grant, Bernstein holds 55,969.5603 shares in total, including RSUs that vest and settle on the same terms as the underlying awards.
Equitable Holdings, Inc. reported that Chief Legal Officer and Secretary Kurt Meyers acquired 197.4100 shares of common stock on 2026-08-10 through dividend equivalents accrued on previously awarded Restricted Stock Units under the company’s incentive plan. Following this grant, his directly held position is 35,285.5615 shares, and this total includes RSUs and shares acquired under the Equitable Stock Purchase Plan since his prior ownership report.
Equitable Holdings, Inc. director Craig C. MacKay reported a sale of 2,200 shares of common stock on 2026-08-11 at $51.365 per share. Following this open-market transaction, he directly holds 18,999 shares of Equitable Holdings common stock. The transaction was not reported under a Rule 10b5-1 trading plan.
EQH filed a notice for a planned sale of common stock under Rule 144. The filing lists 2,200 shares of common stock to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE, with an estimated aggregate value of $113,003.00. The shares originated from restricted stock that vested on 05/22/2026 under a registered plan in connection with services rendered.