Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 21 | 143,258 | $6.81M |
| Grant or award | 14 | 5,923 | |
| Option exercise | 10 | 164,950 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
114 Form 4 filings on record, the earliest from Oct 16, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Craig C. Mackay - Director | Grant or award | Common Stock | 4,400 | $42.05 | $185K | |
| Joan M. Lammtennant - Director | Grant or award | Common Stock | 6,897 | $42.05 | $290K | |
| Arlene Isaacs-Lowe - Director | Grant or award | Common Stock | 4,400 | $42.05 | $185K | |
| Mark Pearson - Officer | Option exercise | Common Stock | 27,200 | $23.18 | $630K | |
| Mark Pearson - Officer | Open-market sale | Common Stock | 39,700 | $42.60 | $1.69M | |
| Mark Pearson - Officer | Option exercise | Employee Stock Option (right to buy) | 27,200 | $0.00 | - | |
| Open-market sale | Common Stock | 7,300 | $42.49 | $310K | ||
| Option exercise | Common Stock | 4,417 | $23.18 | $102K | ||
| Open-market sale | Common Stock | 4,417 | $42.45 | $187K | ||
| Option exercise | Employee Stock Option (right to buy) | 4,417 | $0.00 | - | ||
| Option exercise | Common Stock | 9,358 | $21.34 | $200K | ||
| Open-market sale | Common Stock | 9,358 | $42.44 | $397K | ||
| Open-market sale | Common Stock | 5,000 | $42.45 | $212K | ||
| Option exercise | Employee Stock Options (right to buy) | 9,358 | $0.00 | - | ||
| Mark Pearson - Officer | Option exercise | Common Stock | 27,200 | $23.18 | $630K | |
| Mark Pearson - Officer | Open-market sale | Common Stock | 39,700 | $41.63 | $1.65M | |
| Mark Pearson - Officer | Option exercise | Employee Stock Option (right to buy) | 27,200 | $0.00 | - | |
| Option exercise | Common Stock | 10,000 | $23.18 | $232K | ||
| Open-market sale | Common Stock | 10,000 | $40.44 | $404K | ||
| Option exercise | Employee Stock Option (right to buy) | 10,000 | $0.00 | - | ||
| Option exercise | Common Stock | 9,358 | $21.34 | $200K | ||
| Open-market sale | Common Stock | 8,309 | $40.61 | $337K | ||
| Open-market sale | Common Stock | 1,049 | $41.06 | $43K | ||
| Open-market sale | Common Stock | 5,000 | $40.44 | $202K | ||
| Option exercise | Employee Stock Options (right to buy) | 9,358 | $0.00 | - | ||
| Mark Pearson - Officer | Option exercise | Common Stock | 1,387 | $23.18 | $32K | |
| Mark Pearson - Officer | Open-market sale | Common Stock | 1,387 | $40.03 | $56K | |
| Mark Pearson - Officer | Option exercise | Employee Stock Option (right to buy) | 1,387 | $0.00 | - | |
| Mark Pearson - Officer | Option exercise | Common Stock | 25,813 | $23.18 | $598K | |
| Mark Pearson - Officer | Open-market sale | Common Stock | 38,313 | $40.05 | $1.53M | |
| Mark Pearson - Officer | Option exercise | Employee Stock Option (right to buy) | 25,813 | $0.00 | - | |
| Option exercise | Common Stock | 9,358 | $21.34 | $200K | ||
| Open-market sale | Common Stock | 9,358 | $40.06 | $375K | ||
| Open-market sale | Common Stock | 5,000 | $40.00 | $200K | ||
| Option exercise | Employee Stock Options (right to buy) | 9,358 | $0.00 | - | ||
| Option exercise | Common Stock | 10,000 | $23.18 | $232K | ||
| Open-market sale | Common Stock | 10,000 | $40.04 | $400K | ||
| Option exercise | Employee Stock Option (right to buy) | 10,000 | $0.00 | - | ||
| Mark Pearson - Officer | Grant or award | Common Stock | 1,660 | $0.00 | - | |
| Kurt Meyers - Officer | Grant or award | Common Stock | 241.24 | $0.00 | - | |
| Grant or award | Common Stock | 383.86 | $0.00 | - | ||
| Grant or award | Common Stock | 58.58 | $0.00 | - | ||
| Seth P. Bernstein - Officer | Grant or award | Common Stock | 126.76 | $0.00 | - | |
| Grant or award | Common Stock | 391.64 | $0.00 | - | ||
| Grant or award | Common Stock | 332.29 | $0.00 | - | ||
| Seth P. Bernstein - Officer | Tax withholding / forfeiture | Common Stock | 11,310 | $40.22 | $455K | |
| Seth P. Bernstein - Officer | Tax withholding / forfeiture | Common Stock | 5,749 | $40.22 | $231K | |
| Seth P. Bernstein - Officer | Grant or award | Common Stock | 20,452 | $0.00 | - | |
| Tax withholding / forfeiture | Common Stock | 32,704 | $40.22 | $1.32M | ||
| Tax withholding / forfeiture | Common Stock | 15,401 | $40.22 | $619K | ||
| Grant or award | Common Stock | 64,064 | $0.00 | - | ||
| Kurt Meyers - Officer | Tax withholding / forfeiture | Common Stock | 1,404 | $40.22 | $56K | |
| Kurt Meyers - Officer | Grant or award | Common Stock | 6,777 | $0.00 | - | |
| Kurt Meyers - Officer | Tax withholding / forfeiture | Common Stock | 2,944 | $40.22 | $118K | |
| Mark Pearson - Officer | Tax withholding / forfeiture | Common Stock | 144,430 | $40.22 | $5.81M | |
| Mark Pearson - Officer | Tax withholding / forfeiture | Common Stock | 67,679 | $40.22 | $2.72M | |
| Mark Pearson - Officer | Grant or award | Common Stock | 261,177 | $0.00 | - | |
| Tax withholding / forfeiture | Common Stock | 29,560 | $40.22 | $1.19M | ||
| Tax withholding / forfeiture | Common Stock | 13,288 | $40.22 | $534K | ||
| Grant or award | Common Stock | 57,905 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 5,661 | $40.22 | $228K | ||
| Tax withholding / forfeiture | Common Stock | 2,450 | $40.22 | $99K | ||
| Grant or award | Common Stock | 11,089 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 15,186 | $40.22 | $611K | ||
| Grant or award | Common Stock | 62,831 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 32,076 | $40.22 | $1.29M | ||
| Option exercise | Common Stock | 10,000 | $23.18 | $232K | ||
| Open-market sale | Common Stock | 12,801 | $44.81 | $574K | ||
| Open-market sale | Common Stock | 7,199 | $45.31 | $326K | ||
| Open-market sale | Common Stock | 6,470 | $44.82 | $290K | ||
| Open-market sale | Common Stock | 3,530 | $45.31 | $160K | ||
| Option exercise | Employee Stock Option (right to buy) | 10,000 | $0.00 | - | ||
| Mark Pearson - Officer | Option exercise | Common Stock | 27,200 | $23.18 | $630K | |
| Mark Pearson - Officer | Open-market sale | Common Stock | 39,700 | $45.50 | $1.81M | |
| Mark Pearson - Officer | Option exercise | Employee Stock Option (right to buy) | 27,200 | $23.18 | $630K |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| JEFFREY HURD | Officer | 14,359 | $762K | View on EDGAR | |
| CRAIG MACKAY | Director | 2,200 | $113K | View on EDGAR | |
| WILLIAM J ECKERT IV | Officer | 947 | $50K | View on EDGAR |
Equitable Holdings, Inc. (EQH) had 24 insider filings in the last 90 days, with the most recent on 2026-08-18. The full record for EQH runs to 114 Form 4 filings, the earliest from 2024-10-16. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of EQH were filed in the last 90 days. 12 purchases are on record for this company.
21 insider sales of EQH were filed in the last 90 days, totaling $6.81M.
This page tracks EQH Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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