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Equitable Holdings Inc SEC Filings

EQH NYSE

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.

Tracking Equitable Holdings� complex mix of variable annuities, asset-management fees, and life-insurance liabilities can feel like decoding actuarial tables. Each footnote in a 300-page filing can shift how you value future cash flows. That’s why this page brings every Equitable Holdings SEC filing together and filters them through Stock Titan’s AI-powered lens, turning dense disclosures into clear insights investors can act on.

Need the latest numbers? The moment an Equitable Holdings quarterly earnings report 10-Q filing hits EDGAR, our engine posts an AI summary that flags segment profitability and capital ratios. Curious about management moves? Equitable Holdings insider trading Form 4 transactions stream in real-time, so you can see executive stock transactions Form 4 minutes after they’re filed. For sudden developments, Equitable Holdings 8-K material events explained paragraphs highlight new product launches or rating changes without making you scan legalese.

Use the quick links below to jump straight to what matters:

  • 10-K: Equitable Holdings annual report 10-K simplified, including variable annuity reserve assumptions.
  • 10-Q: Equitable Holdings earnings report filing analysis with quarter-over-quarter AUM trends.
  • Form 4: Equitable Holdings Form 4 insider transactions real-time alerts.
  • DEF 14A: Equitable Holdings proxy statement executive compensation breakdowns.

Whether you’re understanding Equitable Holdings SEC documents with AI for the first time or comparing disclosures across years, every exhibit, note, and risk factor is indexed, searchable, and updated instantly. Complex filings clarified; smarter decisions made faster.

Rhea-AI Summary

Equitable Holdings director Scott Bertram reported a sale of company stock. The Form 4 shows a transaction on 08/21/2025 in which 2,600 shares of Equitable Holdings, Inc. (EQH) were sold at a price of $51.86 per share. After the sale, the reporting person beneficially owned 26,001 shares, held directly. The filing lists the reporter as a director and was signed by Michael Brudoley as attorney-in-fact on 08/22/2025. No derivative transactions or additional remarks are disclosed in the filing.

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Filing
Rhea-AI Summary

Equitable Holdings, Inc. (EQH) Form 144 notice: A holder intends to sell 2,600 shares of EQH common stock through Morgan Stanley Smith Barney LLC on 08/21/2025 on the NYSE, representing an aggregate market value of $134,836.00. The shares were acquired on 05/22/2024 via restricted stock vesting under a registered plan and were issued by the company in payment for services. The filer reports no securities sold in the past three months and affirms no undisclosed material adverse information. Contact and filer identification fields in the form appear blank or not provided in the extracted content.

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Rhea-AI Summary

Jeffrey J. Hurd, Chief Operating Officer of Equitable Holdings, Inc. (EQH), reported a sale of 6,790 shares of the issuer's common stock on 08/15/2025. The sale was effected under a Rule 10b5-1 trading plan adopted May 1, 2025, and executed in multiple trades at prices ranging from $53.79 to $54.78, with a weighted average price of $54.0928.

After the reported disposition, the filing shows the reporting person beneficially owned 88,677.78 shares (the total includes restricted stock units). The Form 4 was signed by an attorney-in-fact on 08/19/2025.

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Rhea-AI Summary

Mark Pearson, President and CEO of Equitable Holdings, Inc. (EQH), executed option exercises and share sales under a 10b5-1 plan. On 08/18/2025 he exercised 27,200 employee stock options at an exercise price of $23.18, creating an immediate beneficial ownership figure shown as 742,729 shares. On the same date he sold a total of 39,700 shares in multiple trades at weighted average prices of $53.0407 and $53.5998, with reported post-transaction ownership levels of 703,538 and 703,029 shares. The Form 4 states the exercise and sales were effected pursuant to a Rule 10b5-1 trading plan adopted May 16, 2025, and that reported ownership includes Restricted Stock Units.

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Filing
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This Form 144 notifies a proposed sale of 158,800 shares of Equitable Holdings, Inc. (EQH) common stock through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of $8,559,320 and an approximate sale date of 08/18/2025. The filing lists how the shares were acquired: small lots from employee purchase plans and awards in early 2024 (ESPP, RSU, PSU) and a large block of 108,800 shares from a stock option exercise dated 08/18/2025. The filer also reported two recent sales in the past three months: 30,000 shares sold on 06/16/2025 for $1,595,339 and 30,000 shares sold on 07/15/2025 for $1,602,300. Total shares outstanding shown are 299,536,468.

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Equitable Holdings (EQH) reported a proposed insider sale under Rule 144: 20,370 common shares held as restricted stock units were listed for sale through Morgan Stanley Smith Barney, with an aggregate market value of $1,113,016.80. The filer acquired the units on 02/28/2024 from the issuer and indicates no sales by the same person in the prior three months. The shares represent a small fraction of the 299,536,468 outstanding common shares and are scheduled for sale on 08/15/2025 on the NYSE.

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Rhea-AI Summary

Equitable Holdings, Inc. filed a Form 13F for the quarter ended June 30, 2025. The filing reports 1,543 holdings entries with a combined reported market value of $12,131,778,668. The report lists three other included managers related to Equitable: Equitable Investment Management Group, LLC; Equitable Advisors, LLC; and Equitable Investment Management, LLC. The filing was signed by Anthony Bruccoleri, Lead Director, Equitable Life Insurance Company, and indicates the Form 13F file number 028-19172.

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Mark Pearson, who serves as President & CEO and a director of Equitable Holdings, Inc. (EQH), received 1,161.79 restricted stock units (RSUs) as dividend equivalents on 08/12/2025. These dividend equivalents were issued at $0 and vest and settle on the same terms as the underlying RSUs. After the issuance, Mr. Pearson beneficially owned 715,529 shares in total, which the filing states includes outstanding RSUs. The Form 4 was filed on behalf of Mr. Pearson and signed by an attorney-in-fact on 08/14/2025. The report reflects a routine issuance of dividend-equivalent RSUs rather than an open-market purchase or sale.

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Equitable Holdings insider Jeffrey J. Hurd, Chief Operating Officer, reported an acquisition of 243.75 shares of Equitable common stock on 08/12/2025. The filing states these were dividend equivalents issued as restricted stock units (RSUs) that vest and settle on the same terms as the underlying RSUs and carry a $0 per-share price. After the issuance, Hurd beneficially owns 95,467.78 shares (total includes RSUs). The Form 4 was signed by an attorney-in-fact on 08/14/2025.

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William James Eckert IV, Chief Accounting Officer of Equitable Holdings, Inc. (EQH), reported a non‑derivative acquisition on 08/12/2025. The filing shows 44.45 dividend‑equivalent Restricted Stock Units (RSUs) were issued at $0 in connection with previously awarded RSUs; the filing explains these dividend equivalents are paid as RSUs that vest and settle on the same terms as the underlying awards. After the transaction, the reporting person beneficially owned 19,871.7 shares (the filing states this total includes RSUs). The Form 4 was signed by an attorney‑in‑fact on behalf of Mr. Eckert on 08/14/2025.

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FAQ

What is the current stock price of Equitable Holdings (EQH)?

The current stock price of Equitable Holdings (EQH) is $54.1 as of August 26, 2025.

What is the market cap of Equitable Holdings (EQH)?

The market cap of Equitable Holdings (EQH) is approximately 16.1B.
Equitable Holdings Inc

NYSE:EQH

EQH Rankings

EQH Stock Data

16.05B
298.01M
0.5%
103.06%
1.52%
Asset Management
Insurance Agents, Brokers & Service
United States
NEW YORK