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.
EQH reporting proposed and recent insider sales: multiple 10b5-1 sales by Jeffrey Hurd and planned dispositions tied to option exercise and RSUs. The filing lists option exercises of 28,074 shares on 05/15/2026 and 15,000 RSUs from 02/28/2025, plus discrete 10b5-1 sale trades on 04/08/2026 and 04/15/2026.
EQH-related Form 144 notice: A broker/dealer filing lists 4,417 shares of Common Stock tied to an exercise of stock options to be sold for cash on 05/15/2026. The excerpt also records prior 10b5-1 sales by Nick Lane of 10,000 shares on 04/15/2026, 10,000 on 04/08/2026, and 30,000 across 02/17/2026 (two entries of 10,000 and 20,000).
EQH (Form 144 notice) reports a proposed sale of 7,300 shares of Common Stock by an affiliate, listed with Morgan Stanley Smith Barney LLC as broker. The notice breaks the 7,300 shares into four restricted‑stock vesting lots dated 02/28/2023, 02/28/2024, 02/28/2025, and 02/28/2026
The filing shows an associated monetary figure of $310,140.50 and lists NYSE and the broker address; no sale execution details or timing beyond the filing metadata are provided in the excerpt.
Equitable Holdings, Inc. (EQH) filed a Form 13F reporting its institutional holdings. The report lists 1,780 holdings across included managers and a total reported market value of $15,535,414,027. The filing covers positions consolidated with three other included managers and is signed by Anthony Bruccoleri on 05-15-2026.
Equitable Holdings and Corebridge Financial announced the leadership team for the combined company, effective upon completion of their previously announced all‑stock merger. Marc Costantini will serve as Chief Executive Officer and Mark Pearson will serve as Executive Chair. The companies say the merger will create a retirement, life, wealth and asset management company with more than 12 million customers and $1.5 trillion in assets under management and administration. The transaction is expected to close by year-end 2026, subject to shareholder and regulatory approvals and other customary closing conditions. Corebridge reported $380 billion in assets under management and administration as of March 31, 2026; Equitable reported $1.1 trillion as of March 31, 2026.
Norges Bank reported beneficial ownership of 18,595,728 shares of Equitable Holdings, Inc. Common Stock, representing 6.6331% of the class as disclosed in a Schedule 13G. The filing states 18,263,444 shares are subject to sole voting and sole dispositive power, with 332,284 shares held in shared dispositive capacity. The filing notes certain shares are invested on behalf of the Government of Norway and is signed by a Regulatory Compliance Officer on 05/11/2026.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice listing proposed sales of Common shares tied to restricted stock vesting under a registered plan. The filing lists share line items of 3,393, 1,706, and 807, and shows a numeric entry of 5,906 and $251,536.54 in the securities information block.
Equitable Holdings, Inc. reported sharply higher profitability for the first quarter of 2026. Net income attributable to Holdings rose to $621 million, and diluted earnings per share increased to $2.14 from $0.16 a year earlier, even as total revenues eased to $4.23 billion from $4.58 billion.
Total assets were $310.4 billion and total equity was $1.86 billion as of March 31, 2026. Cash and cash equivalents stood at $9.9 billion. The company also highlights an agreement for an all‑stock merger with Corebridge Financial, expected to close by the end of 2026, subject to shareholder and regulatory approvals.
Equitable Holdings, Inc. executives answered Q&A on fiscal 2026 first-quarter results and the proposed merger with Corebridge, restating prior EPS guidance and day‑one accretion for the deal. Management reiterated 10%+ run‑rate synergies (with 6%–8% from expense synergies and at least $500M of identified expense savings) and said revenue synergies are being quantified for disclosure in the first half of 2027.
Management reported stabilized Retirement spreads (net investment margin near 169 bps, spread income up $11M quarter‑over‑quarter, and an MVA gain of ~$10M this quarter), RILA sales up 14% YoY, planned share buybacks tied to a proxy window in May–June with coordination with Corebridge, and stated $70B–$80B of originated liabilities and ~$100B of assets that could move to AllianceBernstein post‑close.
Equitable Holdings and Corebridge announced an all-stock merger intended to close by year-end 2026. The presentation highlights Q1 2026 net inflows: $1.3bn in Retirement and $2.0bn in Wealth Management, offset by $7.1bn of Asset Management net outflows. Management expects at least $500m of expense synergies and states the deal is immediately accretive with 10%+ EPS and cash generation accretion by year-end 2028.
The companies present pro-forma metrics including >10% AUM increase, ~15% AUA increase, >$30bn adjusted book value, >$25bn statutory capital, >$5bn adjusted operating earnings (2027E run rate) and >$4bn cash generation (pro-forma 2027E). A joint integration committee is established and management cites distribution, product breadth, and scale benefits. The communication includes customary forward-looking cautions and S-4/ proxy filing guidance.