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EQH SEC filings (2026)

CIK 1333986 · Insurance Agents, Brokers & Service (SIC 6411) · incorporated in DE · fiscal year ends in December

1,137 filings on EDGAR since 2005 · 9 annual, 26 quarterly, 111 current · financial statements · earnings

Latest 10-K
Feb 25, 2026
fiscal year to Dec 31, 2025
Latest 10-Q
Aug 6, 2026
quarter to Jun 30, 2026
Latest 8-K
Sep 25, 2026
Directors or officers; compensation; Shareholder vote results
Last earnings release
Aug 4, 2026
$1.70 vs $1.66 · ▲ 6.3%
Filings on file
1,137
since 2005, 738 insider forms

What happened, last 12 months#

Every earnings release with its print, every report with its quarter, the other 8-Ks by the headline of the press release they furnish or by their items, the proxy statements, and each day an insider bought or sold — newest first, each line opening the filing on EDGAR. The index by form and year follows.

September 2026

August 2026

July 2026

June 2026

May 2026

April 2026

March 2026

February 2026

January 2026

December 2025

November 2025

October 2025

Insider transactions#

What officers, directors and 10% holders reported on Forms 4 and 5 over the last 13 months, from the documents themselves: one insider’s trades of one kind on one day are one row, with the shares, the price range and the total as filed. Open-market buys and sells first; awards, exercises, tax withholding, gifts and employee-plan purchases are grouped below them.

Over the last 13 months insiders sold $22.7M in 31 sales and bought $46K in 12 purchases; 89 other transactions (awards, exercises, tax withholding, gifts and plan purchases).

DateInsider
Sep 21, 2026Form 4SCOTT BERTRAM LDirectorSold · $151K · 2,780 sh
Sep 17, 2026Form 4MacKay Craig CDirectorSold · $109K · 2,000 sh
Sep 4, 2026Form 4Lane NickSee RemarksSold · $795K · 14,923 sh
Sep 4, 2026Form 4Isaacs-Lowe ArleneDirectorSold · $53K · 1,000 sh
Aug 17, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $746K · 14,359 sh · 10b5-1
Aug 11, 2026Form 4MacKay Craig CDirectorSold · $113K · 2,200 sh
Aug 10, 2026Form 4Eckert William James IVChief Accounting OfficerSold · $50K · 947 sh
Aug 6, 2026Form 4Stonehill Charles G.T.DirectorSold · $387K · 7,500 sh
Aug 6, 2026Form 4SCOTT BERTRAM LDirectorSold · $75K · 1,466 sh
Jul 20, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.9M · 39,700 sh · 10b5-1
Jul 15, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $702K · 14,358 sh · 10b5-1
Jun 18, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.8M · 39,700 sh · 10b5-1
Jun 15, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $648K · 14,358 sh · 10b5-1
Jun 10, 2026Form 4Eckert William James IVChief Accounting OfficerSold · $259K · 6,200 sh
Jun 4, 2026Form 4SCOTT BERTRAM LDirectorSold · $101K · 2,470 sh
May 18, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.7M · 39,700 sh · 10b5-1
May 15, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $609K · 14,358 sh · 10b5-1
May 15, 2026Form 4Eckert William James IVChief Accounting OfficerSold · $310K · 7,300 sh
May 15, 2026Form 4Lane NickSee RemarksSold · $187K · 4,417 sh · 10b5-1
Apr 20, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.7M · 39,700 sh · 10b5-1
Apr 15, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $583K · 14,358 sh · 10b5-1
Apr 15, 2026Form 4Lane NickSee RemarksSold · $404K · 10,000 sh · 10b5-1
Apr 15, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $56K · 1,387 sh · 10b5-1
Apr 8, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.5M · 38,313 sh · 10b5-1
Apr 8, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $575K · 14,358 sh · 10b5-1
Apr 8, 2026Form 4Lane NickSee RemarksSold · $400K · 10,000 sh · 10b5-1
Feb 18, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.8M · 39,700 sh · 10b5-1
Feb 17, 2026Form 4Lane NickSee RemarksSold · $1.3M · 30,000 sh · 10b5-1
Jan 20, 2026Form 4Pearson MarkPresident and CEO · DirectorSold · $1.8M · 39,700 sh · 10b5-1
Jan 15, 2026Form 4Lane NickSee RemarksSold · $1.4M · 30,000 sh · 10b5-1
Jan 15, 2026Form 4HURD JEFFREY JChief Operating OfficerSold · $324K · 6,790 sh · 10b5-1
Dec 1, 2025Form 4Hondal FrancisDirectorBought · $4,863 · 103.777 sh
Aug 12, 2025Form 4Hondal FrancisDirectorBought · $4,838 · 91.59 sh
Jun 9, 2025Form 4Hondal FrancisDirectorBought · $4,814 · 88.074 sh
Mar 12, 2025Form 4Hondal FrancisDirectorBought · $4,259 · 85.282 sh
Dec 3, 2024Form 4Hondal FrancisDirectorBought · $4,238 · 88.536 sh
Aug 13, 2024Form 4Hondal FrancisDirectorBought · $4,211 · 109.089 sh
Jun 10, 2024Form 4Hondal FrancisDirectorBought · $4,186 · 103.725 sh
Mar 4, 2024Form 4Hondal FrancisDirectorBought · $3,813 · 112.009 sh
Dec 4, 2023Form 4Hondal FrancisDirectorBought · $3,786 · 122.635 sh
Aug 14, 2023Form 4Hondal FrancisDirectorBought · $2,370 · 83.581 sh
Jun 12, 2023Form 4Hondal FrancisDirectorBought · $2,350 · 89.146 sh
Mar 6, 2023Form 4Hondal FrancisDirectorBought · $2,123 · 66.357 sh
Awards, exercises, withholding and plan purchases · 89 transactions
DateInsider
Aug 17, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,359 sh · 10b5-1
Aug 17, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,359 sh · 10b5-1
Aug 10, 2026Form 4Pearson MarkPresident and CEO · DirectorAward · $0 · 1,358.69 sh
Aug 10, 2026Form 4Raju Robin MChief Financial OfficerAward · $0 · 320.47 sh
Aug 10, 2026Form 4Lane NickSee RemarksAward · $0 · 314.11 sh
Aug 10, 2026Form 4HURD JEFFREY JChief Operating OfficerAward · $0 · 271.91 sh
Aug 10, 2026Form 4Meyers KurtChief Legal Officer, SecretaryAward · $0 · 197.41 sh
Aug 10, 2026Form 4BERNSTEIN SETH PSee RemarksAward · $0 · 103.73 sh
Aug 10, 2026Form 4Eckert William James IVChief Accounting OfficerAward · $0 · 47.93 sh
Jul 20, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1
Jul 20, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1
Jul 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1
Jul 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1
Jun 18, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1
Jun 18, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1
Jun 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1
Jun 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1
Jun 8, 2026Form 4Pearson MarkPresident and CEO · DirectorAward · $0 · 1,719.42 sh
Jun 8, 2026Form 4Raju Robin MChief Financial OfficerAward · $0 · 405.56 sh
Jun 8, 2026Form 4Lane NickSee RemarksAward · $0 · 397.5 sh
Jun 8, 2026Form 4HURD JEFFREY JChief Operating OfficerAward · $0 · 344.1 sh
Jun 8, 2026Form 4Meyers KurtChief Legal Officer, SecretaryAward · $0 · 249.82 sh
Jun 8, 2026Form 4BERNSTEIN SETH PSee RemarksAward · $0 · 131.27 sh
Jun 8, 2026Form 4Eckert William James IVChief Accounting OfficerAward · $0 · 60.66 sh
May 20, 2026Form 4LAMMTENNANT JOAN MDirectorAward · $290K · 6,897 sh
May 20, 2026Form 4Isaacs-Lowe ArleneDirectorAward · $185K · 4,400 sh
May 20, 2026Form 4MacKay Craig CDirectorAward · $185K · 4,400 sh
May 20, 2026Form 4SCOTT BERTRAM LDirectorAward · $185K · 4,400 sh
May 20, 2026Form 4Stonehill Charles G.T.DirectorAward · $185K · 4,400 sh
May 20, 2026Form 4Kaye Daniel GDirectorAward · $185K · 4,400 sh
May 20, 2026Form 4Dachille Douglas A.DirectorAward · $185K · 4,400 sh
May 20, 2026Form 4Stansfield GeorgeDirectorAward · $185K · 4,400 sh
May 20, 2026Form 4Hondal FrancisDirectorAward · $185K · 4,400 sh
May 18, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1
May 18, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1
May 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1
May 15, 2026Form 4Lane NickSee RemarksExercise or conversion · $102K · 4,417 sh · 10b5-1
May 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1
May 15, 2026Form 4Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 4,417 sh · 10b5-1
Apr 20, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1
Apr 20, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1
Apr 15, 2026Form 4Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1
Apr 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1
Apr 15, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $32K · 1,387 sh · 10b5-1
Apr 15, 2026Form 4Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1
Apr 15, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1
Apr 15, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 1,387 sh · 10b5-1
Apr 8, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $598K · 25,813 sh · 10b5-1
Apr 8, 2026Form 4Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1
Apr 8, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1
Apr 8, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 25,813 sh · 10b5-1
Apr 8, 2026Form 4Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1
Apr 8, 2026Form 4HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1
Mar 12, 2026Form 4Pearson MarkPresident and CEO · DirectorAward · $0 · 1,660.39 sh
Mar 12, 2026Form 4Raju Robin MChief Financial OfficerAward · $0 · 391.64 sh
Mar 12, 2026Form 4Lane NickSee RemarksAward · $0 · 383.86 sh
Mar 12, 2026Form 4HURD JEFFREY JChief Operating OfficerAward · $0 · 332.29 sh
Mar 12, 2026Form 4Meyers KurtChief Legal Officer, SecretaryAward · $0 · 241.24 sh
Mar 12, 2026Form 4BERNSTEIN SETH PSee RemarksAward · $0 · 126.76 sh
Mar 12, 2026Form 4Eckert William James IVChief Accounting OfficerAward · $0 · 58.58 sh
Mar 2, 2026Form 4Pearson MarkPresident and CEO · DirectorTax withholding · $8.5M · 212,109 sh
Mar 2, 2026Form 4Lane NickSee RemarksTax withholding · $1.9M · 48,105 sh
Mar 2, 2026Form 4Raju Robin MChief Financial OfficerTax withholding · $1.9M · 47,262 sh
Mar 2, 2026Form 4HURD JEFFREY JChief Operating OfficerTax withholding · $1.7M · 42,848 sh
Mar 2, 2026Form 4BERNSTEIN SETH PSee RemarksTax withholding · $686K · 17,059 sh
Mar 2, 2026Form 4Eckert William James IVChief Accounting OfficerTax withholding · $326K · 8,111 sh
Mar 2, 2026Form 4Meyers KurtChief Legal Officer, SecretaryTax withholding · $175K · 4,348 sh
Mar 2, 2026Form 4Pearson MarkPresident and CEO · DirectorAward · $0 · 261,176.898 sh
Mar 2, 2026Form 4Lane NickSee RemarksAward · $0 · 64,063.606 sh
Mar 2, 2026Form 4Raju Robin MChief Financial OfficerAward · $0 · 62,831.18 sh
Mar 2, 2026Form 4HURD JEFFREY JChief Operating OfficerAward · $0 · 57,904.553 sh
Mar 2, 2026Form 4BERNSTEIN SETH PSee RemarksAward · $0 · 20,451.73 sh
Mar 2, 2026Form 4Eckert William James IVChief Accounting OfficerAward · $0 · 11,088.756 sh
Mar 2, 2026Form 4Meyers KurtChief Legal Officer, SecretaryAward · $0 · 6,777.342 sh
Feb 18, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1
Feb 18, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $630K · 27,200 sh · 10b5-1
Feb 17, 2026Form 4Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1
Feb 17, 2026Form 4Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1
Feb 11, 2026Form 4Pearson MarkPresident and CEO · DirectorAward · $5.6M · 123,010 sh · 10b5-1
Feb 11, 2026Form 4Raju Robin MChief Financial OfficerAward · $1.3M · 29,226 sh
Feb 11, 2026Form 4Lane NickSee RemarksAward · $1.3M · 27,918 sh · 10b5-1
Feb 11, 2026Form 4HURD JEFFREY JChief Operating OfficerAward · $1.1M · 23,992 sh
Feb 11, 2026Form 4Meyers KurtChief Legal Officer, SecretaryAward · $440K · 9,597 sh
Feb 11, 2026Form 4BERNSTEIN SETH PSee RemarksAward · $400K · 8,725 sh
Feb 11, 2026Form 4Eckert William James IVChief Accounting OfficerAward · $190K · 4,144 sh
Jan 20, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1
Jan 20, 2026Form 4Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $630K · 27,200 sh · 10b5-1
Jan 15, 2026Form 4Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1
Jan 15, 2026Form 4Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1

Reports and proxy statements#

Annual reports (10-K, 20-F, 40-F), quarterly reports (10-Q), current reports (8-K, 6-K) and proxy statements, newest first. An 8-K that furnishes a press release is headed by the release’s headline, its items beneath; any other 8-K is described by its items. A form opens the press release where there is one, else the document on EDGAR, or the filing’s index where it furnishes other exhibits.

2026 · 18 filings
FiledWhat it is
Sep 25, 20268-KDirectors or officers; compensation; Shareholder vote results
Aug 10, 2026DEFA14AAdditional proxy materials
Aug 10, 2026DEF 14AProxy statement
Aug 10, 2026ARSAnnual report to shareholders
Aug 6, 202610-QQuarterly report, Q2 2026 — revenue $1.66B (−30% y/y), net income −$453.0M, EPS −$1.68
Aug 4, 20268-KEarnings release — EPS $1.70 vs $1.66 est. (+2.4%); revenue $1.66B (−30% y/y) 6.3%
Jul 30, 20268-KCorebridge Financial and Equitable Holdings Stockholders Approve MergerShareholder vote results; Other events
Jul 28, 20268-KOther events
Jul 21, 20268-KOther events
Jun 23, 2026DEFM14AMerger proxy statement
May 7, 202610-QQuarterly report, Q1 2026 — revenue $4.23B (−8% y/y), net income $621.0M, EPS $2.14
May 4, 20268-KEarnings release — EPS $1.62 vs $1.60 est. (+1.3%); revenue $4.23B (−8% y/y) 6.1%
Apr 21, 202610-K/AAnnual report, amended
Apr 16, 20268-KRegulation FD disclosure
Apr 8, 20268-KMaterial definitive agreement
Mar 26, 20268-KCorebridge Financial and Equitable Holdings Announce Transformational MergerMaterial definitive agreement; Other events
Feb 25, 202610-KAnnual report, FY2025 — revenue $11.66B (−6% y/y), net income −$1.38B, EPS −$4.83
Feb 4, 20268-KEarnings release — EPS $1.76 vs $1.75 est. (+0.6%); revenue $3.28B (−9% y/y) 3.1%
2025 · 27 filings
FiledWhat it is
Nov 7, 202510-QQuarterly report, Q3 2025 — revenue $1.45B (−53% y/y), net income −$1.31B, EPS −$4.47
Nov 4, 20258-KEarnings release — EPS $1.48 vs $1.59 est. (−6.9%); revenue $1.45B (−53% y/y) 7.4%
Oct 22, 20258-KRegulation FD disclosure
Sep 9, 20258-KOther events
Aug 27, 20258-KMaterial definitive agreement; Termination of a material agreement
Aug 11, 202510-QQuarterly report, Q2 2025 — revenue $2.36B (−33% y/y), net income −$349.0M, EPS −$1.21
Aug 5, 20258-KEarnings release — EPS $1.41 vs $1.28 est. (+10.2%); revenue $2.36B (−33% y/y) 0.4%
Jul 31, 20258-KMaterial definitive agreement; Regulation FD disclosure
Jul 30, 20258-KMaterial definitive agreement; Termination of a material agreement
May 28, 20258-KDirectors or officers; compensation; Charter, bylaws or fiscal-year change; Shareholder vote results
May 1, 202510-QQuarterly report, Q1 2025 — revenue $4.58B (+105% y/y), net income $63.0M, EPS $0.16
Apr 29, 20258-KEarnings release — EPS $1.35 vs $1.49 est. (−9.4%); revenue $4.58B (+105% y/y) 3.1%
Apr 11, 2025DEFA14AAdditional proxy materials
Apr 4, 2025ARSAnnual report to shareholders
Apr 4, 2025DEFA14AAdditional proxy materials
Apr 4, 2025DEF 14AProxy statement
Apr 3, 20258-KRegulation FD disclosure
Apr 2, 20258-KRegulation FD disclosure
Mar 26, 20258-KNew financial obligation
Mar 25, 2025PRE 14APreliminary proxy statement
Mar 25, 20258-KRegulation FD disclosure
Mar 13, 20258-KOther events
Feb 24, 202510-KAnnual report, FY2024 — revenue $12.43B (+19% y/y), net income $1.28B, EPS $3.69
Feb 24, 20258-KMaterial definitive agreement; New financial obligation; Regulation FD disclosure
Feb 24, 20258-KMaterial definitive agreement; Regulation FD disclosure
Feb 5, 20258-KEarnings release — EPS $1.57 vs $1.61 est. (−2.5%); revenue $3.62B (+71% y/y) 2.3%
Jan 15, 20258-KDirectors or officers; compensation
2024 · 16 filings
FiledWhat it is
Nov 5, 202410-QQuarterly report, Q3 2024 — revenue $3.07B (−15% y/y), net income −$132.0M, EPS −$0.46
Nov 4, 20248-KEarnings release — EPS $1.53 vs $1.52 est. (+0.7%); revenue $3.07B (−15% y/y) 1.1%
Aug 1, 202410-QQuarterly report, Q2 2024 — revenue $3.51B (+48% y/y), net income $428.0M, EPS $1.23
Jul 30, 20248-KEarnings release — EPS $1.43 vs $1.40 est. (+2.1%); revenue $3.51B (+48% y/y) 1.0%
Jun 25, 20248-KMaterial definitive agreement
Jun 17, 20248-KRegulation FD disclosure; Other events
Jun 11, 20248-KNew financial obligation
May 22, 20248-KShareholder vote results
May 2, 202410-QQuarterly report, Q1 2024 — revenue $2.23B (−5% y/y), net income $92.0M, EPS $0.23
Apr 30, 20248-KEarnings release — EPS $1.43 vs $1.31 est. (+9.2%); revenue $2.23B (−5% y/y) 4.6%
Apr 9, 2024ARSAnnual report to shareholders
Apr 9, 2024DEFA14AAdditional proxy materials
Apr 9, 2024DEF 14AProxy statement
Feb 26, 202410-KAnnual report, FY2023 — revenue $10.46B (−17% y/y), net income $1.28B, EPS $3.42
Feb 6, 20248-KEarnings release — EPS $1.33 vs $1.17 est. (+13.7%); revenue $2.11B (+16% y/y) 2.9%
Jan 26, 20248-KMaterial definitive agreement; New financial obligation
2023 · 17 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
FiledWhat it is
Nov 3, 202310-QQuarterly report, Q3 2023 — revenue $3.63B (+21% y/y), net income $1.05B, EPS $2.97
Aug 9, 202310-QQuarterly report, Q2 2023 — revenue $2.36B (−50% y/y), net income $760.0M, EPS $2.06
May 9, 202310-QQuarterly report, Q1 2023 — revenue $2.36B (−25% y/y), net income $177.0M, EPS $0.45
Apr 11, 2023ARSAnnual report to shareholders
Apr 11, 2023DEFA14AAdditional proxy materials
Apr 11, 2023DEF 14AProxy statement
Feb 21, 202310-KAnnual report, FY2022 — revenue $12.64B (+66% y/y), net income $2.14B, EPS $5.42

10 current reports (8-K) not listed; the year is on EDGAR.

2022 · 17 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
FiledWhat it is
Nov 3, 202210-QQuarterly report, Q3 2022 — revenue $2.99B (−17% y/y), net income $594.0M, EPS $1.54
Aug 4, 202210-QQuarterly report, Q2 2022 — revenue $4.69B (+59% y/y), net income $967.0M, EPS $2.47
May 10, 202210-QQuarterly report, Q1 2022 — revenue $3.15B (+173% y/y), net income $530.0M, EPS $1.32
Apr 6, 2022DEFA14AAdditional proxy materials
Apr 6, 2022DEF 14AProxy statement
Mar 24, 2022PRE 14APreliminary proxy statement
Feb 22, 202210-KAnnual report, FY2021 — revenue $7.61B (−39% y/y), net income $1.75B, EPS $3.98

10 current reports (8-K) not listed; the year is on EDGAR.

2021 · 21 filings — 14 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
FiledWhat it is
Nov 4, 202110-QQuarterly report, Q3 2021 — revenue $3.62B (+96% y/y), net income $672.0M, EPS $1.59
Aug 5, 202110-QQuarterly report, Q2 2021 — revenue $2.95B, net income $123.0M, EPS $0.23
May 6, 202110-QQuarterly report, Q1 2021 — revenue $1.15B (−91% y/y), net income −$1.49B, EPS −$3.46
Apr 7, 2021DEFA14AAdditional proxy materials
Apr 7, 2021DEF 14AProxy statement
Feb 24, 202110-KAnnual report, FY2020 — revenue $12.41B (+29% y/y), net income −$648.0M, EPS −$1.56

15 current reports (8-K) not listed; the year is on EDGAR.

2020 · 21 filings — 13 × 8-K, 3 × 10-Q, 2 × 8-K/A and 3 other forms
FiledWhat it is
Nov 5, 202010-QQuarterly report, Q3 2020 — revenue $1.84B (−40% y/y), net income −$779.0M, EPS −$1.77
Aug 5, 202010-QQuarterly report, Q2 2020 — revenue −$2.55B (−181% y/y), net income −$4.02B, EPS −$8.94
May 7, 202010-QQuarterly report, Q1 2020 — revenue $12.61B (+638% y/y), net income $5.39B, EPS $11.60
Apr 8, 2020DEFA14AAdditional proxy materials
Apr 8, 2020DEF 14AProxy statement
Feb 27, 202010-KAnnual report, FY2019 — revenue $9.62B (−20% y/y), net income −$1.76B, EPS −$3.57

15 current reports (8-K) not listed; the year is on EDGAR.

2019 · 22 filings — 16 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
FiledWhat it is
Nov 7, 201910-QQuarterly report, Q3 2019 — revenue $3.08B (+184% y/y), net income −$374.0M, EPS −$0.76
Aug 9, 201910-QQuarterly report, Q2 2019 — revenue $3.16B (+6% y/y), net income $361.0M, EPS $0.73
May 10, 201910-QQuarterly report, Q1 2019 — revenue $1.71B (−41% y/y), net income −$805.0M, EPS −$1.55
Apr 9, 2019DEFA14AAdditional proxy materials
Apr 9, 2019DEF 14AProxy statement
Mar 8, 201910-KAnnual report, FY2018 — revenue $12.07B (−3% y/y), net income $1.85B, EPS $3.33

16 current reports (8-K) not listed; the year is on EDGAR.

2018 · 11 filings — 8 × 8-K, 3 × 10-Q
FiledWhat it is
Nov 13, 201810-QQuarterly report, Q3 2018 — revenue $1.08B (−61% y/y), net income −$496.0M, EPS −$0.89
Aug 13, 201810-QQuarterly report, Q2 2018 — revenue $2.97B (−24% y/y), net income $164.0M, EPS $0.29
Jun 20, 201810-QQuarterly report, Q1 2018 — revenue $2.87B (+1% y/y), net income $214.0M, EPS $0.38

8 current reports (8-K) not listed; the year is on EDGAR.

Insider, ownership and other filings#

Insider ownership (Forms 3, 4, 5 and 144), beneficial ownership (Schedules 13D and 13G), registration and prospectus (S-1, S-3, S-8, 424B and related) and the rest, counted by year, with the newest 25 of each of the latest 3 years shown. A Form 4 is one insider’s transaction report; a 13G is a passive holder above five percent.

2026 · 123 filings — 75 × 4, 21 × 144, 11 × 425 and 3 other forms
FiledWhat it is
Oct 9, 2026SCHEDULE 13GOther filings
Sep 21, 20264Insider transaction (Form 4)
Sep 21, 2026144Notice of proposed sale (Form 144)
Sep 18, 20264Insider transaction (Form 4)
Sep 17, 2026144Notice of proposed sale (Form 144)
Sep 11, 2026SCHEDULE 13GOther filings
Sep 10, 2026425Merger communication
Sep 8, 20264Insider transaction (Form 4)
Sep 4, 2026144Notice of proposed sale (Form 144)
Sep 4, 20264Insider transaction (Form 4)
Sep 4, 2026144Notice of proposed sale (Form 144)
Aug 18, 20264Insider transaction (Form 4)
Aug 17, 2026144Notice of proposed sale (Form 144)
Aug 17, 202613F-HROther filings
Aug 14, 2026SCHEDULE 13G/AOther filings
Aug 14, 2026SCHEDULE 13G/AOther filings
Aug 14, 2026SCHEDULE 13G/AOther filings
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)
Aug 11, 20264Insider transaction (Form 4)

The newest 25 of 123 shown; the full year is on EDGAR.

2025 · 144 filings — 91 × 4, 26 × 144, 4 × 13F-HR and 12 other forms
FiledWhat it is
Dec 23, 2025144Notice of proposed sale (Form 144)
Dec 19, 20254Insider transaction (Form 4)
Dec 19, 20254Insider transaction (Form 4)
Dec 18, 2025144Notice of proposed sale (Form 144)
Dec 16, 20254Insider transaction (Form 4)
Dec 15, 2025144Notice of proposed sale (Form 144)
Dec 11, 20254Insider transaction (Form 4)
Dec 10, 2025144Notice of proposed sale (Form 144)
Dec 3, 20254Insider transaction (Form 4)
Dec 3, 20254Insider transaction (Form 4)
Dec 3, 20254Insider transaction (Form 4)
Dec 3, 20254Insider transaction (Form 4)
Dec 3, 20254Insider transaction (Form 4)
Dec 3, 20254Insider transaction (Form 4)
Dec 3, 20254Insider transaction (Form 4)
Nov 20, 20254Insider transaction (Form 4)
Nov 18, 20254Insider transaction (Form 4)
Nov 18, 2025144Notice of proposed sale (Form 144)
Nov 17, 2025144Notice of proposed sale (Form 144)
Nov 14, 2025SCHEDULE 13GOther filings
Nov 14, 202513F-HROther filings
Oct 31, 20254Insider transaction (Form 4)
Oct 21, 20254Insider transaction (Form 4)
Oct 17, 20253Initial insider holdings (Form 3)
Oct 16, 20254Insider transaction (Form 4)

The newest 25 of 144 shown; the full year is on EDGAR.

2024 · 121 filings — 80 × 4, 18 × 144, 8 × SC 13G/A and 10 other forms
FiledWhat it is
Dec 23, 2024144Notice of proposed sale (Form 144)
Dec 23, 20244Insider transaction (Form 4)
Dec 20, 2024SCHEDULE 13DOther filings
Dec 20, 2024SCHEDULE 13D/AOther filings
Dec 19, 20244Insider transaction (Form 4)
Dec 19, 20244Insider transaction (Form 4)
Dec 19, 20244Insider transaction (Form 4)
Dec 18, 2024144Notice of proposed sale (Form 144)
Dec 17, 20244Insider transaction (Form 4)
Dec 17, 20244Insider transaction (Form 4)
Dec 16, 2024144Notice of proposed sale (Form 144)
Dec 4, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Dec 4, 20244Insider transaction (Form 4)
Nov 19, 2024144Notice of proposed sale (Form 144)
Nov 19, 20244Insider transaction (Form 4)
Nov 18, 20244Insider transaction (Form 4)
Nov 15, 2024144Notice of proposed sale (Form 144)
Nov 14, 2024SC 13G/APassive holder above 5% (Schedule 13G), amended
Nov 14, 202413F-HROther filings
Nov 12, 20244Insider transaction (Form 4)

The newest 25 of 121 shown; the full year is on EDGAR.

2023 · 85 filings — 64 × 4, 6 × SC 13G/A, 4 × 13F-HR and 6 other forms

Counted, not listed; the year is on EDGAR.

2022 · 99 filings — 80 × 4, 6 × SC 13G/A, 4 × 13F-HR and 7 other forms

Counted, not listed; the year is on EDGAR.

2021 · 106 filings — 85 × 4, 6 × SC 13G/A, 4 × 13F-HR and 7 other forms

Counted, not listed; the year is on EDGAR.

2020 · 103 filings — 76 × 4, 7 × 5, 4 × 13F-HR and 8 other forms

Counted, not listed; the year is on EDGAR.

2019 · 65 filings — 20 × 4, 8 × SC 13G/A, 4 × 13F-NT and 17 other forms

Counted, not listed; the year is on EDGAR.

2018 · 91 filings — 31 × 4, 17 × 3, 8 × CORRESP and 16 other forms

Counted, not listed; the year is on EDGAR.

2017 · 4 filings — 2 × 4, 1 × S-1, 1 × UPLOAD

Counted, not listed; the year is on EDGAR.

2009 · 6 filings — 4 × 4, 2 × 4/A

Counted, not listed; the year is on EDGAR.

2008 · 4 filings — 4 × 4

Counted, not listed; the year is on EDGAR.

2007 · 10 filings — 6 × 4, 4 × 4/A

Counted, not listed; the year is on EDGAR.

2006 · 2 filings — 2 × 4

Counted, not listed; the year is on EDGAR.

2005 · 4 filings — 4 × 4

Counted, not listed; the year is on EDGAR.

About this data#

Equitable Holdings Inc. (EQH) has 1,137 filings on EDGAR going back to 2005: 9 annual reports, 26 quarterly reports and 111 current reports, plus proxy statements, insider forms and ownership schedules. Its latest annual report, a 10-K, was filed on Feb 25, 2026 for the fiscal year ended Dec 31, 2025. The most recent 8-K, on Sep 25, 2026, covered directors or officers; compensation; shareholder vote results. Over the last 13 months insiders sold $22.7M in 31 sales and bought $46K in 12 purchases; 89 other transactions (awards, exercises, tax withholding, gifts and plan purchases). Not investment advice.

Every row is a filing EDGAR lists for the registrants that have been Equitable Holdings Inc., read from the SEC’s submissions index each morning; a filing accepted after that read appears the next day. Where a company changed its filing entity (a holding-company reorganisation, Google into Alphabet) the predecessor’s filings are shown for the years it filed as the company, derived from the filings themselves. Dates are the filing date; the period is the report’s own. The latest 3 years of reports are listed in full, the next years to 10 without their 8-Ks, and older years are counted; the other forms are counted too, with the newest 25 of each of the latest 3 years shown. Insider transactions are the Form 4 and Form 5 documents themselves, filed since January 2026, every number as the insider filed it: a day’s lots are summed, a blank price adds its shares and no dollars, and a purchase through an employee stock plan is a plan purchase, not insider buying. An 8-K’s headline is the first line of the press release it furnishes (Exhibit 99), read from the filing and shown word for word; where two independent readings of the exhibit do not agree, the 8-K is described by its items instead. The documents stay on sec.gov, public domain, and every link opens the SEC’s copy. ChartRow does not summarise or interpret filings.

FAQ#

Where can I read EQH's latest 10-K?
EQH's latest annual report, a 10-K, was filed on Feb 25, 2026 for the fiscal year ended Dec 31, 2025. It is linked above and opens on EDGAR, the SEC's own site, where every exhibit is also listed.
When did EQH last file an 8-K?
On Sep 25, 2026 it covered directors or officers; compensation; shareholder vote results. An 8-K reports a material event between quarterly reports; the one that furnishes the quarter's results is filed under Item 2.02, last on Aug 4, 2026.
Are EQH insiders buying or selling?
Over the last 13 months insiders sold $22.7M in 31 sales and bought $46K in 12 purchases; 89 other transactions (awards, exercises, tax withholding, gifts and plan purchases). The most recent sale: SCOTT BERTRAM L (Director) sold 2,780 shares on Sep 21, 2026 for $151K. Every figure is as the insider filed it on Form 4; a sale under a 10b5-1 plan was scheduled in advance.
How many SEC filings has EQH made?
1,137 filings are on EDGAR under the registrant records that have been Equitable Holdings Inc., going back to 2005; 738 of them are insider ownership forms (Forms 3, 4, 5 and 144).