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
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
- Sep 258-K8-K · Directors or officers; compensation; Shareholder vote results
- Sep 21Insider saleSCOTT BERTRAM L (Director) sold 2,780 shares for $151K at $54.35
- Sep 17Insider saleMacKay Craig C (Director) sold 2,000 shares for $109K at $54.28
- Sep 4Insider saleLane Nick (See Remarks) sold 14,923 shares for $795K at $53.24
- Sep 4Insider saleIsaacs-Lowe Arlene (Director) sold 1,000 shares for $53K at $52.83
August 2026
- Aug 17Insider saleHURD JEFFREY J (Chief Operating Officer) sold 14,359 shares for $746K at $51.39–$53.06 under a 10b5-1 plan
- Aug 11Insider saleMacKay Craig C (Director) sold 2,200 shares for $113K at $51.37
- Aug 10Insider saleEckert William James IV (Chief Accounting Officer) sold 947 shares for $50K at $52.88
- Aug 10ProxyProxy · Additional proxy materials
- Aug 10ProxyProxy · Proxy statement
- Aug 10ProxyProxy · Annual report to shareholders
- Aug 6ReportQuarterly report, Q2 2026 — revenue $1.66B (−30% y/y), net income −$453.0M, EPS −$1.68
- Aug 6Insider saleStonehill Charles G.T. (Director) sold 7,500 shares for $387K at $51.54
- Aug 6Insider saleSCOTT BERTRAM L (Director) sold 1,466 shares for $75K at $51.15
- Aug 4EarningsEarnings release — EPS $1.70 vs $1.66 est. (+2.4%); revenue $1.66B (−30% y/y) 6.3%
July 2026
- Jul 308-K8-K · Corebridge Financial and Equitable Holdings Stockholders Approve MergerShareholder vote results; Other events
- Jul 288-K8-K · Other events
- Jul 218-K8-K · Other events
- Jul 20Insider salePearson Mark (President and CEO · Director) sold 39,700 shares for $1.9M at $48.54–$49.19 under a 10b5-1 plan
- Jul 15Insider saleHURD JEFFREY J (Chief Operating Officer) sold 14,358 shares for $702K at $48.01–$49.03 under a 10b5-1 plan
June 2026
- Jun 23ProxyProxy · Merger proxy statement
- Jun 18Insider salePearson Mark (President and CEO · Director) sold 39,700 shares for $1.8M at $45.29 under a 10b5-1 plan
- Jun 15Insider saleHURD JEFFREY J (Chief Operating Officer) sold 14,358 shares for $648K at $45.11–$45.11 under a 10b5-1 plan
- Jun 10Insider saleEckert William James IV (Chief Accounting Officer) sold 6,200 shares for $259K at $41.83
- Jun 4Insider saleSCOTT BERTRAM L (Director) sold 2,470 shares for $101K at $41.08
May 2026
- May 18Insider salePearson Mark (President and CEO · Director) sold 39,700 shares for $1.7M at $42.60 under a 10b5-1 plan
- May 15Insider saleHURD JEFFREY J (Chief Operating Officer) sold 14,358 shares for $609K at $42.44–$42.45 under a 10b5-1 plan
- May 15Insider saleEckert William James IV (Chief Accounting Officer) sold 7,300 shares for $310K at $42.49
- May 15Insider saleLane Nick (See Remarks) sold 4,417 shares for $187K at $42.45 under a 10b5-1 plan
- May 7ReportQuarterly report, Q1 2026 — revenue $4.23B (−8% y/y), net income $621.0M, EPS $2.14
- May 4EarningsEarnings release — EPS $1.62 vs $1.60 est. (+1.3%); revenue $4.23B (−8% y/y) 6.1%
April 2026
- Apr 21ReportAnnual report, amended
- Apr 20Insider salePearson Mark (President and CEO · Director) sold 39,700 shares for $1.7M at $41.63 under a 10b5-1 plan
- Apr 168-K8-K · Regulation FD disclosure
- Apr 15Insider saleHURD JEFFREY J (Chief Operating Officer) sold 14,358 shares for $583K at $40.44–$41.06 under a 10b5-1 plan
- Apr 15Insider saleLane Nick (See Remarks) sold 10,000 shares for $404K at $40.44 under a 10b5-1 plan
- Apr 15Insider salePearson Mark (President and CEO · Director) sold 1,387 shares for $56K at $40.03 under a 10b5-1 plan
- Apr 8Insider salePearson Mark (President and CEO · Director) sold 38,313 shares for $1.5M at $40.05 under a 10b5-1 plan
- Apr 8Insider saleHURD JEFFREY J (Chief Operating Officer) sold 14,358 shares for $575K at $40.00–$40.06 under a 10b5-1 plan
- Apr 8Insider saleLane Nick (See Remarks) sold 10,000 shares for $400K at $40.04 under a 10b5-1 plan
- Apr 88-K8-K · Material definitive agreement
March 2026
- Mar 268-K8-K · Corebridge Financial and Equitable Holdings Announce Transformational MergerMaterial definitive agreement; Other events
February 2026
- Feb 25ReportAnnual report, FY2025 — revenue $11.66B (−6% y/y), net income −$1.38B, EPS −$4.83
- Feb 18Insider salePearson Mark (President and CEO · Director) sold 39,700 shares for $1.8M at $45.50 under a 10b5-1 plan
- Feb 17Insider saleLane Nick (See Remarks) sold 30,000 shares for $1.3M at $44.81–$45.31 under a 10b5-1 plan
- Feb 4EarningsEarnings release — EPS $1.76 vs $1.75 est. (+0.6%); revenue $3.28B (−9% y/y) 3.1%
January 2026
- Jan 20Insider salePearson Mark (President and CEO · Director) sold 39,700 shares for $1.8M at $46.11–$46.77 under a 10b5-1 plan
- Jan 15Insider saleLane Nick (See Remarks) sold 30,000 shares for $1.4M at $47.65–$47.65 under a 10b5-1 plan
- Jan 15Insider saleHURD JEFFREY J (Chief Operating Officer) sold 6,790 shares for $324K at $47.65 under a 10b5-1 plan
December 2025
November 2025
October 2025
- Oct 228-K8-K · Regulation FD disclosure
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).
| Date | Insider |
|---|---|
| Sep 21, 2026Form 4 | SCOTT BERTRAM LDirectorSold · $151K · 2,780 sh |
| Sep 17, 2026Form 4 | MacKay Craig CDirectorSold · $109K · 2,000 sh |
| Sep 4, 2026Form 4 | Lane NickSee RemarksSold · $795K · 14,923 sh |
| Sep 4, 2026Form 4 | Isaacs-Lowe ArleneDirectorSold · $53K · 1,000 sh |
| Aug 17, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $746K · 14,359 sh · 10b5-1 |
| Aug 11, 2026Form 4 | MacKay Craig CDirectorSold · $113K · 2,200 sh |
| Aug 10, 2026Form 4 | Eckert William James IVChief Accounting OfficerSold · $50K · 947 sh |
| Aug 6, 2026Form 4 | Stonehill Charles G.T.DirectorSold · $387K · 7,500 sh |
| Aug 6, 2026Form 4 | SCOTT BERTRAM LDirectorSold · $75K · 1,466 sh |
| Jul 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.9M · 39,700 sh · 10b5-1 |
| Jul 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $702K · 14,358 sh · 10b5-1 |
| Jun 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.8M · 39,700 sh · 10b5-1 |
| Jun 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $648K · 14,358 sh · 10b5-1 |
| Jun 10, 2026Form 4 | Eckert William James IVChief Accounting OfficerSold · $259K · 6,200 sh |
| Jun 4, 2026Form 4 | SCOTT BERTRAM LDirectorSold · $101K · 2,470 sh |
| May 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.7M · 39,700 sh · 10b5-1 |
| May 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $609K · 14,358 sh · 10b5-1 |
| May 15, 2026Form 4 | Eckert William James IVChief Accounting OfficerSold · $310K · 7,300 sh |
| May 15, 2026Form 4 | Lane NickSee RemarksSold · $187K · 4,417 sh · 10b5-1 |
| Apr 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.7M · 39,700 sh · 10b5-1 |
| Apr 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $583K · 14,358 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Lane NickSee RemarksSold · $404K · 10,000 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $56K · 1,387 sh · 10b5-1 |
| Apr 8, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.5M · 38,313 sh · 10b5-1 |
| Apr 8, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $575K · 14,358 sh · 10b5-1 |
| Apr 8, 2026Form 4 | Lane NickSee RemarksSold · $400K · 10,000 sh · 10b5-1 |
| Feb 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.8M · 39,700 sh · 10b5-1 |
| Feb 17, 2026Form 4 | Lane NickSee RemarksSold · $1.3M · 30,000 sh · 10b5-1 |
| Jan 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorSold · $1.8M · 39,700 sh · 10b5-1 |
| Jan 15, 2026Form 4 | Lane NickSee RemarksSold · $1.4M · 30,000 sh · 10b5-1 |
| Jan 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerSold · $324K · 6,790 sh · 10b5-1 |
| Dec 1, 2025Form 4 | Hondal FrancisDirectorBought · $4,863 · 103.777 sh |
| Aug 12, 2025Form 4 | Hondal FrancisDirectorBought · $4,838 · 91.59 sh |
| Jun 9, 2025Form 4 | Hondal FrancisDirectorBought · $4,814 · 88.074 sh |
| Mar 12, 2025Form 4 | Hondal FrancisDirectorBought · $4,259 · 85.282 sh |
| Dec 3, 2024Form 4 | Hondal FrancisDirectorBought · $4,238 · 88.536 sh |
| Aug 13, 2024Form 4 | Hondal FrancisDirectorBought · $4,211 · 109.089 sh |
| Jun 10, 2024Form 4 | Hondal FrancisDirectorBought · $4,186 · 103.725 sh |
| Mar 4, 2024Form 4 | Hondal FrancisDirectorBought · $3,813 · 112.009 sh |
| Dec 4, 2023Form 4 | Hondal FrancisDirectorBought · $3,786 · 122.635 sh |
| Aug 14, 2023Form 4 | Hondal FrancisDirectorBought · $2,370 · 83.581 sh |
| Jun 12, 2023Form 4 | Hondal FrancisDirectorBought · $2,350 · 89.146 sh |
| Mar 6, 2023Form 4 | Hondal FrancisDirectorBought · $2,123 · 66.357 sh |
Awards, exercises, withholding and plan purchases · 89 transactions
| Date | Insider |
|---|---|
| Aug 17, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,359 sh · 10b5-1 |
| Aug 17, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,359 sh · 10b5-1 |
| Aug 10, 2026Form 4 | Pearson MarkPresident and CEO · DirectorAward · $0 · 1,358.69 sh |
| Aug 10, 2026Form 4 | Raju Robin MChief Financial OfficerAward · $0 · 320.47 sh |
| Aug 10, 2026Form 4 | Lane NickSee RemarksAward · $0 · 314.11 sh |
| Aug 10, 2026Form 4 | HURD JEFFREY JChief Operating OfficerAward · $0 · 271.91 sh |
| Aug 10, 2026Form 4 | Meyers KurtChief Legal Officer, SecretaryAward · $0 · 197.41 sh |
| Aug 10, 2026Form 4 | BERNSTEIN SETH PSee RemarksAward · $0 · 103.73 sh |
| Aug 10, 2026Form 4 | Eckert William James IVChief Accounting OfficerAward · $0 · 47.93 sh |
| Jul 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1 |
| Jul 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1 |
| Jul 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1 |
| Jul 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1 |
| Jun 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1 |
| Jun 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1 |
| Jun 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1 |
| Jun 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1 |
| Jun 8, 2026Form 4 | Pearson MarkPresident and CEO · DirectorAward · $0 · 1,719.42 sh |
| Jun 8, 2026Form 4 | Raju Robin MChief Financial OfficerAward · $0 · 405.56 sh |
| Jun 8, 2026Form 4 | Lane NickSee RemarksAward · $0 · 397.5 sh |
| Jun 8, 2026Form 4 | HURD JEFFREY JChief Operating OfficerAward · $0 · 344.1 sh |
| Jun 8, 2026Form 4 | Meyers KurtChief Legal Officer, SecretaryAward · $0 · 249.82 sh |
| Jun 8, 2026Form 4 | BERNSTEIN SETH PSee RemarksAward · $0 · 131.27 sh |
| Jun 8, 2026Form 4 | Eckert William James IVChief Accounting OfficerAward · $0 · 60.66 sh |
| May 20, 2026Form 4 | LAMMTENNANT JOAN MDirectorAward · $290K · 6,897 sh |
| May 20, 2026Form 4 | Isaacs-Lowe ArleneDirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | MacKay Craig CDirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | SCOTT BERTRAM LDirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | Stonehill Charles G.T.DirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | Kaye Daniel GDirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | Dachille Douglas A.DirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | Stansfield GeorgeDirectorAward · $185K · 4,400 sh |
| May 20, 2026Form 4 | Hondal FrancisDirectorAward · $185K · 4,400 sh |
| May 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1 |
| May 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1 |
| May 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1 |
| May 15, 2026Form 4 | Lane NickSee RemarksExercise or conversion · $102K · 4,417 sh · 10b5-1 |
| May 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1 |
| May 15, 2026Form 4 | Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 4,417 sh · 10b5-1 |
| Apr 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1 |
| Apr 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 27,200 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1 |
| Apr 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $32K · 1,387 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1 |
| Apr 15, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 1,387 sh · 10b5-1 |
| Apr 8, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $598K · 25,813 sh · 10b5-1 |
| Apr 8, 2026Form 4 | Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1 |
| Apr 8, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · $200K · 9,358 sh · 10b5-1 |
| Apr 8, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $0 · 25,813 sh · 10b5-1 |
| Apr 8, 2026Form 4 | Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1 |
| Apr 8, 2026Form 4 | HURD JEFFREY JChief Operating OfficerExercise or conversion · Employee Stock Options (ri… · $0 · 9,358 sh · 10b5-1 |
| Mar 12, 2026Form 4 | Pearson MarkPresident and CEO · DirectorAward · $0 · 1,660.39 sh |
| Mar 12, 2026Form 4 | Raju Robin MChief Financial OfficerAward · $0 · 391.64 sh |
| Mar 12, 2026Form 4 | Lane NickSee RemarksAward · $0 · 383.86 sh |
| Mar 12, 2026Form 4 | HURD JEFFREY JChief Operating OfficerAward · $0 · 332.29 sh |
| Mar 12, 2026Form 4 | Meyers KurtChief Legal Officer, SecretaryAward · $0 · 241.24 sh |
| Mar 12, 2026Form 4 | BERNSTEIN SETH PSee RemarksAward · $0 · 126.76 sh |
| Mar 12, 2026Form 4 | Eckert William James IVChief Accounting OfficerAward · $0 · 58.58 sh |
| Mar 2, 2026Form 4 | Pearson MarkPresident and CEO · DirectorTax withholding · $8.5M · 212,109 sh |
| Mar 2, 2026Form 4 | Lane NickSee RemarksTax withholding · $1.9M · 48,105 sh |
| Mar 2, 2026Form 4 | Raju Robin MChief Financial OfficerTax withholding · $1.9M · 47,262 sh |
| Mar 2, 2026Form 4 | HURD JEFFREY JChief Operating OfficerTax withholding · $1.7M · 42,848 sh |
| Mar 2, 2026Form 4 | BERNSTEIN SETH PSee RemarksTax withholding · $686K · 17,059 sh |
| Mar 2, 2026Form 4 | Eckert William James IVChief Accounting OfficerTax withholding · $326K · 8,111 sh |
| Mar 2, 2026Form 4 | Meyers KurtChief Legal Officer, SecretaryTax withholding · $175K · 4,348 sh |
| Mar 2, 2026Form 4 | Pearson MarkPresident and CEO · DirectorAward · $0 · 261,176.898 sh |
| Mar 2, 2026Form 4 | Lane NickSee RemarksAward · $0 · 64,063.606 sh |
| Mar 2, 2026Form 4 | Raju Robin MChief Financial OfficerAward · $0 · 62,831.18 sh |
| Mar 2, 2026Form 4 | HURD JEFFREY JChief Operating OfficerAward · $0 · 57,904.553 sh |
| Mar 2, 2026Form 4 | BERNSTEIN SETH PSee RemarksAward · $0 · 20,451.73 sh |
| Mar 2, 2026Form 4 | Eckert William James IVChief Accounting OfficerAward · $0 · 11,088.756 sh |
| Mar 2, 2026Form 4 | Meyers KurtChief Legal Officer, SecretaryAward · $0 · 6,777.342 sh |
| Feb 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1 |
| Feb 18, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $630K · 27,200 sh · 10b5-1 |
| Feb 17, 2026Form 4 | Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1 |
| Feb 17, 2026Form 4 | Lane NickSee RemarksExercise or conversion · Employee Stock Option (rig… · $0 · 10,000 sh · 10b5-1 |
| Feb 11, 2026Form 4 | Pearson MarkPresident and CEO · DirectorAward · $5.6M · 123,010 sh · 10b5-1 |
| Feb 11, 2026Form 4 | Raju Robin MChief Financial OfficerAward · $1.3M · 29,226 sh |
| Feb 11, 2026Form 4 | Lane NickSee RemarksAward · $1.3M · 27,918 sh · 10b5-1 |
| Feb 11, 2026Form 4 | HURD JEFFREY JChief Operating OfficerAward · $1.1M · 23,992 sh |
| Feb 11, 2026Form 4 | Meyers KurtChief Legal Officer, SecretaryAward · $440K · 9,597 sh |
| Feb 11, 2026Form 4 | BERNSTEIN SETH PSee RemarksAward · $400K · 8,725 sh |
| Feb 11, 2026Form 4 | Eckert William James IVChief Accounting OfficerAward · $190K · 4,144 sh |
| Jan 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · $630K · 27,200 sh · 10b5-1 |
| Jan 20, 2026Form 4 | Pearson MarkPresident and CEO · DirectorExercise or conversion · Employee Stock Option (rig… · $630K · 27,200 sh · 10b5-1 |
| Jan 15, 2026Form 4 | Lane NickSee RemarksExercise or conversion · $232K · 10,000 sh · 10b5-1 |
| Jan 15, 2026Form 4 | Lane 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
| Filed | What it is |
|---|---|
| Sep 25, 20268-K | Directors or officers; compensation; Shareholder vote results |
| Aug 10, 2026DEFA14A | Additional proxy materials |
| Aug 10, 2026DEF 14A | Proxy statement |
| Aug 10, 2026ARS | Annual report to shareholders |
| Aug 6, 202610-Q | Quarterly report, Q2 2026 — revenue $1.66B (−30% y/y), net income −$453.0M, EPS −$1.68 |
| Aug 4, 20268-K | Earnings release — EPS $1.70 vs $1.66 est. (+2.4%); revenue $1.66B (−30% y/y) 6.3% |
| Jul 30, 20268-K | Corebridge Financial and Equitable Holdings Stockholders Approve MergerShareholder vote results; Other events |
| Jul 28, 20268-K | Other events |
| Jul 21, 20268-K | Other events |
| Jun 23, 2026DEFM14A | Merger proxy statement |
| May 7, 202610-Q | Quarterly report, Q1 2026 — revenue $4.23B (−8% y/y), net income $621.0M, EPS $2.14 |
| May 4, 20268-K | Earnings release — EPS $1.62 vs $1.60 est. (+1.3%); revenue $4.23B (−8% y/y) 6.1% |
| Apr 21, 202610-K/A | Annual report, amended |
| Apr 16, 20268-K | Regulation FD disclosure |
| Apr 8, 20268-K | Material definitive agreement |
| Mar 26, 20268-K | Corebridge Financial and Equitable Holdings Announce Transformational MergerMaterial definitive agreement; Other events |
| Feb 25, 202610-K | Annual report, FY2025 — revenue $11.66B (−6% y/y), net income −$1.38B, EPS −$4.83 |
| Feb 4, 20268-K | Earnings release — EPS $1.76 vs $1.75 est. (+0.6%); revenue $3.28B (−9% y/y) 3.1% |
2025 · 27 filings
| Filed | What it is |
|---|---|
| Nov 7, 202510-Q | Quarterly report, Q3 2025 — revenue $1.45B (−53% y/y), net income −$1.31B, EPS −$4.47 |
| Nov 4, 20258-K | Earnings release — EPS $1.48 vs $1.59 est. (−6.9%); revenue $1.45B (−53% y/y) 7.4% |
| Oct 22, 20258-K | Regulation FD disclosure |
| Sep 9, 20258-K | Other events |
| Aug 27, 20258-K | Material definitive agreement; Termination of a material agreement |
| Aug 11, 202510-Q | Quarterly report, Q2 2025 — revenue $2.36B (−33% y/y), net income −$349.0M, EPS −$1.21 |
| Aug 5, 20258-K | Earnings release — EPS $1.41 vs $1.28 est. (+10.2%); revenue $2.36B (−33% y/y) 0.4% |
| Jul 31, 20258-K | Material definitive agreement; Regulation FD disclosure |
| Jul 30, 20258-K | Material definitive agreement; Termination of a material agreement |
| May 28, 20258-K | Directors or officers; compensation; Charter, bylaws or fiscal-year change; Shareholder vote results |
| May 1, 202510-Q | Quarterly report, Q1 2025 — revenue $4.58B (+105% y/y), net income $63.0M, EPS $0.16 |
| Apr 29, 20258-K | Earnings release — EPS $1.35 vs $1.49 est. (−9.4%); revenue $4.58B (+105% y/y) 3.1% |
| Apr 11, 2025DEFA14A | Additional proxy materials |
| Apr 4, 2025ARS | Annual report to shareholders |
| Apr 4, 2025DEFA14A | Additional proxy materials |
| Apr 4, 2025DEF 14A | Proxy statement |
| Apr 3, 20258-K | Regulation FD disclosure |
| Apr 2, 20258-K | Regulation FD disclosure |
| Mar 26, 20258-K | New financial obligation |
| Mar 25, 2025PRE 14A | Preliminary proxy statement |
| Mar 25, 20258-K | Regulation FD disclosure |
| Mar 13, 20258-K | Other events |
| Feb 24, 202510-K | Annual report, FY2024 — revenue $12.43B (+19% y/y), net income $1.28B, EPS $3.69 |
| Feb 24, 20258-K | Material definitive agreement; New financial obligation; Regulation FD disclosure |
| Feb 24, 20258-K | Material definitive agreement; Regulation FD disclosure |
| Feb 5, 20258-K | Earnings release — EPS $1.57 vs $1.61 est. (−2.5%); revenue $3.62B (+71% y/y) 2.3% |
| Jan 15, 20258-K | Directors or officers; compensation |
2024 · 16 filings
| Filed | What it is |
|---|---|
| Nov 5, 202410-Q | Quarterly report, Q3 2024 — revenue $3.07B (−15% y/y), net income −$132.0M, EPS −$0.46 |
| Nov 4, 20248-K | Earnings release — EPS $1.53 vs $1.52 est. (+0.7%); revenue $3.07B (−15% y/y) 1.1% |
| Aug 1, 202410-Q | Quarterly report, Q2 2024 — revenue $3.51B (+48% y/y), net income $428.0M, EPS $1.23 |
| Jul 30, 20248-K | Earnings release — EPS $1.43 vs $1.40 est. (+2.1%); revenue $3.51B (+48% y/y) 1.0% |
| Jun 25, 20248-K | Material definitive agreement |
| Jun 17, 20248-K | Regulation FD disclosure; Other events |
| Jun 11, 20248-K | New financial obligation |
| May 22, 20248-K | Shareholder vote results |
| May 2, 202410-Q | Quarterly report, Q1 2024 — revenue $2.23B (−5% y/y), net income $92.0M, EPS $0.23 |
| Apr 30, 20248-K | Earnings release — EPS $1.43 vs $1.31 est. (+9.2%); revenue $2.23B (−5% y/y) 4.6% |
| Apr 9, 2024ARS | Annual report to shareholders |
| Apr 9, 2024DEFA14A | Additional proxy materials |
| Apr 9, 2024DEF 14A | Proxy statement |
| Feb 26, 202410-K | Annual report, FY2023 — revenue $10.46B (−17% y/y), net income $1.28B, EPS $3.42 |
| Feb 6, 20248-K | Earnings release — EPS $1.33 vs $1.17 est. (+13.7%); revenue $2.11B (+16% y/y) 2.9% |
| Jan 26, 20248-K | Material definitive agreement; New financial obligation |
2023 · 17 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
| Filed | What it is |
|---|---|
| Nov 3, 202310-Q | Quarterly report, Q3 2023 — revenue $3.63B (+21% y/y), net income $1.05B, EPS $2.97 |
| Aug 9, 202310-Q | Quarterly report, Q2 2023 — revenue $2.36B (−50% y/y), net income $760.0M, EPS $2.06 |
| May 9, 202310-Q | Quarterly report, Q1 2023 — revenue $2.36B (−25% y/y), net income $177.0M, EPS $0.45 |
| Apr 11, 2023ARS | Annual report to shareholders |
| Apr 11, 2023DEFA14A | Additional proxy materials |
| Apr 11, 2023DEF 14A | Proxy statement |
| Feb 21, 202310-K | Annual 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
| Filed | What it is |
|---|---|
| Nov 3, 202210-Q | Quarterly report, Q3 2022 — revenue $2.99B (−17% y/y), net income $594.0M, EPS $1.54 |
| Aug 4, 202210-Q | Quarterly report, Q2 2022 — revenue $4.69B (+59% y/y), net income $967.0M, EPS $2.47 |
| May 10, 202210-Q | Quarterly report, Q1 2022 — revenue $3.15B (+173% y/y), net income $530.0M, EPS $1.32 |
| Apr 6, 2022DEFA14A | Additional proxy materials |
| Apr 6, 2022DEF 14A | Proxy statement |
| Mar 24, 2022PRE 14A | Preliminary proxy statement |
| Feb 22, 202210-K | Annual 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
| Filed | What it is |
|---|---|
| Nov 4, 202110-Q | Quarterly report, Q3 2021 — revenue $3.62B (+96% y/y), net income $672.0M, EPS $1.59 |
| Aug 5, 202110-Q | Quarterly report, Q2 2021 — revenue $2.95B, net income $123.0M, EPS $0.23 |
| May 6, 202110-Q | Quarterly report, Q1 2021 — revenue $1.15B (−91% y/y), net income −$1.49B, EPS −$3.46 |
| Apr 7, 2021DEFA14A | Additional proxy materials |
| Apr 7, 2021DEF 14A | Proxy statement |
| Feb 24, 202110-K | Annual 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
| Filed | What it is |
|---|---|
| Nov 5, 202010-Q | Quarterly report, Q3 2020 — revenue $1.84B (−40% y/y), net income −$779.0M, EPS −$1.77 |
| Aug 5, 202010-Q | Quarterly report, Q2 2020 — revenue −$2.55B (−181% y/y), net income −$4.02B, EPS −$8.94 |
| May 7, 202010-Q | Quarterly report, Q1 2020 — revenue $12.61B (+638% y/y), net income $5.39B, EPS $11.60 |
| Apr 8, 2020DEFA14A | Additional proxy materials |
| Apr 8, 2020DEF 14A | Proxy statement |
| Feb 27, 202010-K | Annual 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
| Filed | What it is |
|---|---|
| Nov 7, 201910-Q | Quarterly report, Q3 2019 — revenue $3.08B (+184% y/y), net income −$374.0M, EPS −$0.76 |
| Aug 9, 201910-Q | Quarterly report, Q2 2019 — revenue $3.16B (+6% y/y), net income $361.0M, EPS $0.73 |
| May 10, 201910-Q | Quarterly report, Q1 2019 — revenue $1.71B (−41% y/y), net income −$805.0M, EPS −$1.55 |
| Apr 9, 2019DEFA14A | Additional proxy materials |
| Apr 9, 2019DEF 14A | Proxy statement |
| Mar 8, 201910-K | Annual 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
| Filed | What it is |
|---|---|
| Nov 13, 201810-Q | Quarterly report, Q3 2018 — revenue $1.08B (−61% y/y), net income −$496.0M, EPS −$0.89 |
| Aug 13, 201810-Q | Quarterly report, Q2 2018 — revenue $2.97B (−24% y/y), net income $164.0M, EPS $0.29 |
| Jun 20, 201810-Q | Quarterly 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
| Filed | What it is |
|---|---|
| Oct 9, 2026SCHEDULE 13G | Other filings |
| Sep 21, 20264 | Insider transaction (Form 4) |
| Sep 21, 2026144 | Notice of proposed sale (Form 144) |
| Sep 18, 20264 | Insider transaction (Form 4) |
| Sep 17, 2026144 | Notice of proposed sale (Form 144) |
| Sep 11, 2026SCHEDULE 13G | Other filings |
| Sep 10, 2026425 | Merger communication |
| Sep 8, 20264 | Insider transaction (Form 4) |
| Sep 4, 2026144 | Notice of proposed sale (Form 144) |
| Sep 4, 20264 | Insider transaction (Form 4) |
| Sep 4, 2026144 | Notice of proposed sale (Form 144) |
| Aug 18, 20264 | Insider transaction (Form 4) |
| Aug 17, 2026144 | Notice of proposed sale (Form 144) |
| Aug 17, 202613F-HR | Other filings |
| Aug 14, 2026SCHEDULE 13G/A | Other filings |
| Aug 14, 2026SCHEDULE 13G/A | Other filings |
| Aug 14, 2026SCHEDULE 13G/A | Other filings |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider transaction (Form 4) |
| Aug 11, 20264 | Insider 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
| Filed | What it is |
|---|---|
| Dec 23, 2025144 | Notice of proposed sale (Form 144) |
| Dec 19, 20254 | Insider transaction (Form 4) |
| Dec 19, 20254 | Insider transaction (Form 4) |
| Dec 18, 2025144 | Notice of proposed sale (Form 144) |
| Dec 16, 20254 | Insider transaction (Form 4) |
| Dec 15, 2025144 | Notice of proposed sale (Form 144) |
| Dec 11, 20254 | Insider transaction (Form 4) |
| Dec 10, 2025144 | Notice of proposed sale (Form 144) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Dec 3, 20254 | Insider transaction (Form 4) |
| Nov 20, 20254 | Insider transaction (Form 4) |
| Nov 18, 20254 | Insider transaction (Form 4) |
| Nov 18, 2025144 | Notice of proposed sale (Form 144) |
| Nov 17, 2025144 | Notice of proposed sale (Form 144) |
| Nov 14, 2025SCHEDULE 13G | Other filings |
| Nov 14, 202513F-HR | Other filings |
| Oct 31, 20254 | Insider transaction (Form 4) |
| Oct 21, 20254 | Insider transaction (Form 4) |
| Oct 17, 20253 | Initial insider holdings (Form 3) |
| Oct 16, 20254 | Insider 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
| Filed | What it is |
|---|---|
| Dec 23, 2024144 | Notice of proposed sale (Form 144) |
| Dec 23, 20244 | Insider transaction (Form 4) |
| Dec 20, 2024SCHEDULE 13D | Other filings |
| Dec 20, 2024SCHEDULE 13D/A | Other filings |
| Dec 19, 20244 | Insider transaction (Form 4) |
| Dec 19, 20244 | Insider transaction (Form 4) |
| Dec 19, 20244 | Insider transaction (Form 4) |
| Dec 18, 2024144 | Notice of proposed sale (Form 144) |
| Dec 17, 20244 | Insider transaction (Form 4) |
| Dec 17, 20244 | Insider transaction (Form 4) |
| Dec 16, 2024144 | Notice of proposed sale (Form 144) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Dec 4, 20244 | Insider transaction (Form 4) |
| Nov 19, 2024144 | Notice of proposed sale (Form 144) |
| Nov 19, 20244 | Insider transaction (Form 4) |
| Nov 18, 20244 | Insider transaction (Form 4) |
| Nov 15, 2024144 | Notice of proposed sale (Form 144) |
| Nov 14, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 14, 202413F-HR | Other filings |
| Nov 12, 20244 | Insider 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).
