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.
The Equitable Holdings, Inc. (NYSE: EQH) SEC filings page provides access to the company’s official regulatory disclosures as a New York Stock Exchange–listed financial services holding company. Through these documents, investors can review how Equitable Holdings reports on its retirement, protection, asset management and wealth management activities, as well as its capital structure and material agreements.
Current and periodic reports such as Forms 8-K, 10-Q and 10-K contain information on quarterly and annual financial results, segment performance and key business developments. Recent 8-K filings have covered earnings releases for specific quarters, changes to segment reporting following a life reinsurance transaction, and updates to revolving credit agreements and reimbursement agreements related to letter of credit facilities.
Transaction-related filings detail material definitive agreements and other events. For Equitable Holdings, these include disclosures about a large coinsurance and modified coinsurance transaction with RGA Reinsurance Company covering a quota share of in-force individual life insurance contracts, as well as an investment advisory agreement under which AllianceBernstein manages assets associated with the ceded policies. Other filings describe tender offers for existing debt securities and the establishment or termination of credit facilities.
Equitable Holdings also files documents related to its capital markets and listed securities, including its common stock and depositary shares representing interests in Series A and Series C preferred stock. These filings outline the securities registered under Section 12(b) of the Exchange Act and any related corporate actions.
On Stock Titan, AI-powered tools can help interpret lengthy filings by highlighting key items such as segment changes, reinsurance arrangements, credit agreements and capital management actions. Real-time updates from EDGAR, combined with AI-generated summaries, enable users to quickly understand the implications of new 8-Ks, 10-Qs, 10-Ks and other filings for Equitable Holdings.
Equitable Holdings, Inc. officer Nick Lane exercised employee stock options for 10,000 shares of common stock at $23.18 per share and, on the same day, sold 10,000 shares in open-market trades at a weighted average price of $40.0381. The transactions were executed under a pre-arranged Rule 10b5-1 trading plan. Following these moves, he directly holds about 124,218 shares of common stock and 14,417 remaining stock options.
Equitable Holdings, Inc. entered into a Voting and Support Agreement with Nippon Life Insurance Company and Corebridge Financial, Inc. in connection with the previously announced merger agreement among Equitable, Corebridge and newly formed holding companies.
The agreement generally requires Nippon Life to vote its Covered Stock of Corebridge in favor of the merger-related proposals and to refrain from transferring that stock before Corebridge stockholders approve the merger, subject to limited exceptions. Nippon Life must also use its reasonable best efforts to secure required regulatory and governmental approvals and keep Equitable and Corebridge informed of substantive communications with regulators.
At closing, HoldCo and Nippon Life are expected to enter a new stockholder’s agreement and a new registration rights agreement, each substantially similar to existing arrangements, which will then terminate. The Voting and Support Agreement will end upon closing of the merger, termination of the merger agreement, or certain other specified events.
EQH affiliate files Form 144 to sell 10,000 shares following an exercise of stock options. The notice lists 10,000 shares offered on 04/08/2026 via cash proceeds and names Morgan Stanley Smith Barney LLC as broker. The filing also reports recent 10b5-1 sales by Nick Lane totaling four transactions of 10,000, 20,000, 10,000 and 20,000 shares on 01/15/2026 and 02/17/2026, with reported proceeds alongside each trade.
The issuer submitted a Form 144 notice disclosing proposed sales of 9,358 common shares on 04/08/2026 tied to an exercise of stock options, and referencing 5,000 restricted stock units dated 02/28/2025. The filing also records prior 10b5-1 sales by Jeffrey Hurd of 6,790 shares on 01/15/2026 for $323,559.12.
Equitable Holdings Inc ownership filing shows The Vanguard Group reports 0 shares and 0% beneficial ownership of Common Stock. The filing is an amendment (No. 7) reflecting an internal realignment effective January 12, 2026 under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries to report separately.
The amendment states Vanguard disaggregated previously aggregated holdings; the filing lists no sole or shared voting or dispositive power and affirms no other single person holds more than 5% of the class.
Equitable Holdings and Corebridge are combining in an all‑stock merger to form a single holding company operating under the Equitable brand. On a pro forma basis, Corebridge shareholders will own 51% and Equitable shareholders 49% of the new company, which is expected to close end of 2026 subject to regulatory and shareholder approvals.
The firms say the combined business will have $1.5 trillion of assets under management and administration, serve over 12 million customers, generate more than $4 billion of annual cash flow, and target at least $500 million of pretax expense synergies by the end of 2028. Management forecasts >double‑digit accretion to EPS and cash generation by the end of 2028, with Corebridge as the accounting acquirer and a 14‑member board split equally between the companies.
Equitable Holdings, Inc. posted an employee communication about the proposed merger with Corebridge Financial, Inc., describing the transaction and directing employees to learn more on March 26, 2026. The notice reiterates standard cautionary forward-looking language, lists key transaction risks, and explains that a Registration Statement on Form S-4 and a joint proxy statement/prospectus will be filed and mailed when effective.
The message emphasizes that the communication is not an offer or solicitation and urges recipients to read the forthcoming Registration Statement and definitive joint proxy statement/prospectus for full details.
Equitable Holdings, Inc. posted an employee communication about the proposed transaction with Corebridge Financial, Inc., describing the deal overview and next steps toward a Registration Statement on Form S-4.
The message outlines forward-looking statements, lists principal risks (including required stockholder and regulatory approvals, integration risks, financing and litigation), notes related proxy and Form S-4 filings, and directs readers to the joint proxy statement/prospectus and SEC filings for full details.
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.