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 announced an all-stock merger with Corebridge Financial to form a new parent company that will operate under the Equitable name. Each Equitable share will be exchanged for 1.55516 shares of the new company, while each Corebridge share will receive 1.0000 share.
The combined group is valued at about $22 billion and is expected to have over 12 million customers and $1.5 trillion in assets under management and administration. After closing, Corebridge shareholders will own approximately 51% of the new company and Equitable shareholders about 49%.
The companies target more than $500 million in annual pre-tax cost synergies and expect the deal to be immediately accretive to earnings per share and cash generation, with accretion rising to over 10% by the end of 2028. Closing is expected by year-end 2026, subject to shareholder and multiple regulatory approvals.
Equitable Holdings, Inc. President and CEO Mark Pearson received an automatic award of 1,660.390 shares of Common Stock on March 12, 2026, reported as a grant or other acquisition rather than an open-market trade. The award reflects dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs) under the company’s incentive plan and are issued as additional RSUs.
Each dividend-equivalent RSU represents a contingent right to receive one share of common stock and will vest, settle, and expire on the same terms as the underlying RSUs. Following this award, Pearson’s direct holdings, including RSUs, total 814,183.2978 shares of Equitable Holdings common stock.
Equitable Holdings, Inc. reported that Chief Legal Officer and Secretary Kurt Meyers acquired 241.2400 shares of common stock through a grant or award at no cost. Following this award, his directly held position increased to 34,167.3316 shares, and the total figure includes Restricted Stock Units.
Lane Nick reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. officer Nick Lane received a grant of 383.8600 shares of common stock on March 12, 2026, at no purchase price. The award reflects dividend equivalents on previously granted Restricted Stock Units under the company’s incentive plan. Following this grant, Lane holds 124,218.2658 shares, including RSUs.
Eckert William James IV reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings Chief Accounting Officer William James Eckert IV received a grant of 58.58 shares of Common Stock at no cost, credited as dividend equivalents on previously awarded Restricted Stock Units under the company’s incentive plan. Following this award, he directly holds 22,805.7956 shares of Common Stock, including RSUs.
Equitable Holdings, Inc. officer Seth P. Bernstein reported acquiring 126.7600 shares of common stock on a grant or award basis. These shares represent dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs) under the company’s incentive plan, rather than an open-market purchase.
The filing states that dividend equivalents are issued in the form of RSUs and vest on the same schedule and terms as the underlying RSUs. Following this award, Bernstein directly holds a total of 55,734.5603 shares of common stock, including RSUs.
Raju Robin M reported acquisition or exercise transactions in this Form 4 filing.
Equitable Holdings, Inc. Chief Financial Officer Raju Robin M received an award of 391.64 shares of common stock on account of dividend equivalents that accrued on previously granted Restricted Stock Units (RSUs). These dividend equivalents are issued as additional RSUs and follow the same vesting and settlement terms as the underlying RSUs.
After this award, his directly held position, including RSUs, totals 185,774.48 shares of common stock. This reflects a compensation-related grant rather than an open-market purchase or sale.
Equitable Holdings, Inc. Chief Operating Officer Jeffrey J. Hurd reported receiving 332.2900 shares of common stock on March 12, 2026 as a grant classified as a dividend-equivalent award. The shares were issued at a price of $0.0000 per share under the company’s incentive plan and reflect dividend equivalents accrued on previously awarded Restricted Stock Units.
Following this acquisition, Hurd holds a total of 94,403.4032 shares of common stock, including RSUs, directly. These dividend-equivalent RSUs vest and settle on the same terms as the related RSUs and represent routine, compensation-related accruals rather than open-market purchases or sales.
Equitable Holdings, Inc. executive Seth P. Bernstein reported equity compensation and related tax-withholding transactions in company common stock. On March 2, 2026, he received a grant/award of 20,451.7303 shares of common stock at $0.00 per share, reflecting the vesting of Performance Shares granted under the 2019 Omnibus Incentive Plan and earned based on performance objectives for the period from January 1, 2023 through December 31, 2025.
On the same date, a total of 16,? ,? shares were disposed of under code F transactions at $40.22 per share to cover tax liabilities upon vesting of earlier Restricted Stock Units and these Performance Shares, as noted in the footnotes. Following these transactions, Bernstein directly held 55,607.8003 shares of common stock, and this total includes Restricted Stock Units.
Equitable Holdings executive Lane Nick reported equity award activity and related tax withholding on common stock. On March 2, 2026, he received a grant or award of 64,063.6058 common shares at $0.0000 per share, reflecting the vesting of performance shares under the 2019 Omnibus Incentive Plan.
On the same date, 15,401 shares and 32,704 shares of common stock at $40.2200 per share were disposed of to cover tax liabilities upon vesting of restricted stock units and performance shares. After these transactions, he directly held 123,834.4058 common shares, and this total includes restricted stock units.