Equitable Holdings Inc SEC Filings

Equitable Holdings insider activity: Seth P. Bernstein, Head of Asset Management and an officer of Equitable Holdings (EQH), reported transactions dated 08/12/2025. He received 95.15 RSU dividend equivalents issued as restricted stock units with no cash price, representing accrued dividends tied to previously awarded RSUs. The filing also shows a reported disposition of 43,375 common shares, and the total beneficial ownership reported after the transaction includes RSUs. The filing was signed by an attorney-in-fact on behalf of Mr. Bernstein.

Equitable Holdings (EQH) Chief Financial Officer Robin Raju received 272.68 shares on 08/12/2025 as dividend equivalents issued in the form of restricted stock units (RSUs) at no cash cost. After this issuance, Raju beneficially owned 151,257.89 shares in total, a figure the filing notes includes RSUs. The filing clarifies that dividend equivalents accrue when dividends are paid on the underlying common shares and vest and settle on the same terms as the related RSUs.

Jose Ramon Gonzalez, Chief Legal Officer of Equitable Holdings, Inc. (EQH), received 131.33 RSU-equivalent shares on 08/12/2025 as dividend equivalents on previously awarded restricted stock units (RSUs). These dividend equivalents were issued in the form of additional RSUs that vest and settle on the same terms as the underlying RSUs. After this issuance, Mr. Gonzalez beneficially owns 88,555.83 shares (including RSUs). The Form 4 was submitted through an attorney-in-fact.

T. Rowe Price Associates, Inc. reports beneficial ownership of 16,789,618 shares of Equitable Holdings common stock, equal to 5.5% of the outstanding class. The filer discloses sole voting power over 15,626,720 shares and sole dispositive power over 16,761,971 shares, with no shared voting or dispositive power reported. The filing is an amendment to a Schedule 13G and identifies the reporting person as an investment adviser.

The statement affirms these shares are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

Equitable Holdings, Inc. reported consolidated assets of $303,088 million and total investments of $121,798 million at June 30, 2025, up from $295,727 million and $116,441 million at year-end 2024. Cash and cash equivalents increased materially to $14,957 million from $6,964 million, reflecting strong policyholder deposits and financing activity.

The quarter produced a net loss of $283 million and a loss attributable to Holdings of $349 million, driven principally by large net derivative losses of $1,374 million. Net investment income was $1,355 million for the quarter and $2,603 million for the six months. The company recorded a $499 million pre-tax loss and a $263 million pre-tax increase in AOCI related to the novation of certain legacy variable annuity policies in Q1 2025. Strategic actions included a $758 million purchase of 19.7 million AB Holding units, raising economic interest in AB to ~68.6%, and completion of the RGA reinsurance transaction (closed July 31, 2025).

Equitable Holdings, Inc. (NYSE: EQH) filed a Form 8-K dated August 5, 2025 to furnish—not file—its second-quarter 2025 earnings materials under Item 2.02 (Results of Operations) and Item 7.01 (Reg FD).

The filing attaches:

• Exhibit 99.1: a press release announcing financial results for the quarter ended June 30, 2025
• Exhibit 99.2: a detailed Financial Supplement for the same period
• Investor presentation: available on EQH’s IR site at 4:15 p.m. ET on August 5, 2025

No quantitative metrics, guidance, or strategic commentary are included in the 8-K; investors must consult the referenced exhibits for full financial details.