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.
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.
Equitable Holdings, Inc. officer William James Eckert IV, Chief Accounting Officer, reported a sale of 947 shares of common stock on 2026-08-10. The shares were sold at $52.875 per share. Following this transaction, he directly held 8,419.4556 shares, and this total includes RSUs. The transaction is described as a sale in an open market or private transaction and the filing indicates it was not made under a Rule 10b5-1 trading plan.
Equitable Holdings, Inc. director Charles G.T. Stonehill reported selling 7,500 shares of common stock on August 6, 2026. The weighted average sale price was $51.5406 per share, with individual trade prices ranging from $51.50 to $51.62. Following this sale, he directly holds 34,357 shares of Equitable Holdings common stock.
Equitable Holdings, Inc. director L. Scott Bertram reported a sale of 1,466 shares of common stock on August 6, 2026 in an open-market or private transaction. The shares were sold at a weighted average price of $51.1507, within a range of $51.03 to $51.21, leaving him with 26,465 shares held directly after the transaction.
EQH insider J. Eckert IV has filed notice of a proposed sale of 947 shares of common stock through Morgan Stanley Smith Barney LLC, with an indicated value of $50,072.63. In the prior three months, the insider sold 6,200 shares for $259,346.00 and 7,300 shares for $310,140.50, following vesting of 947 restricted shares on February 28, 2026 for services rendered.
Equitable Holdings, Inc. outlines items for its September 23, 2026 virtual annual meeting, where stockholders will vote on electing nine directors, ratifying PricewaterhouseCoopers LLP as auditor for 2026, and approving an advisory say‑on‑pay resolution. The board highlights a unanimously approved all‑stock merger of equals with Corebridge Financial, already approved by both companies’ stockholders, which will combine their businesses under a new holding company named Equitable Holdings, Inc.
For 2025, the company reports net income of $1.4 billion, Non‑GAAP Operating Earnings of $1.7 billion, and record $1.1 trillion of AUM/A, along with $1.8 billion returned to stockholders via dividends and repurchases. A landmark individual life reinsurance deal with RGA freed $2 billion of capital and cut mortality exposure by 75%, supporting higher ownership in AllianceBernstein and additional buybacks. Governance features include an independent chair, majority‑independent board and committees, a 15% stockholder special meeting right, mandatory board retirement at 75, and an executive pay program heavily weighted to performance metrics such as Non‑GAAP Operating Earnings, cash flow, Value of New Business and TSR, which received 94.3% support in the prior say‑on‑pay vote.