Quick Takeaways
- EQH - Equitable Holdings, Inc. has 19 insiders with reported activity on this page.
- Net insider value flow over the last year: -$36,416,276.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$36,416,276.
$0
Shares: 0
Insiders: 0
$36,416,276
Shares: 757,906
Insiders: 11
-$36,416,276
Shares: -757,906
Insiders: -11
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 197,816 | $0 | $8,360,852 | -$8,360,852 |
| 3-6 | 0 | 203,770 | $0 | $9,462,558 | -$9,462,558 |
| 6-9 | 0 | 180,758 | $0 | $9,457,162 | -$9,457,162 |
| 9-12 | 0 | 175,562 | $0 | $9,135,703 | -$9,135,703 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO, Director | $36,004,760 | -$21,416,535 | -37% | Mixed | 20 Apr 2026 |
| Robin M. Raju | Chief Financial Officer | $8,276,253 | -$1,991,952 | -19% | Mixed | 12 Mar 2026 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | $5,023,647 | -$5,284,754 | -51% | Filing P/S | 15 Apr 2026 |
| Jose Ramon Gonzalez | Chief Legal Officer | $4,760,761 | -$141,384 | -2.9% | Mixed | 12 Aug 2025 |
| Jeffrey J. Hurd | Chief Operating Officer | $3,413,265 | -$3,520,454 | -51% | Filing P/S | 15 Apr 2026 |
| Daniel G. Kaye | Director | $2,841,099 | -$311,196 | -9.9% | Mixed | 21 May 2025 |
| Seth P. Bernstein | Reporting person's title is Head of Asset Management. | $2,482,974 | -$3,026,706 | -55% | Mixed | 12 Mar 2026 |
| Joan M. Lammtennant | Director | $2,443,398 | Mixed | 21 May 2025 | ||
| George Stansfield | Director | $1,980,953 | Mixed | 21 May 2025 | ||
| Charles G.t. Stonehill | Director | $1,911,056 | Mixed | 21 May 2025 | ||
| Oliveira Ramon de | Director | $1,830,534 | Mixed | 20 May 2021 | ||
| Kurt Meyers | Chief Legal Officer, Secretary | $1,522,154 | Mixed | 12 Mar 2026 | ||
| Bertram L. Scott | Director | $1,348,411 | -$134,836 | -9.1% | Filing P/S | 21 Aug 2025 |
| Francis Hondal | Director | $1,264,632 | Mixed | 21 May 2025 | ||
| William James Eckert IV | Chief Accounting Officer | $1,015,998 | -$415,601 | -29% | Mixed | 12 Mar 2026 |
| Craig C. MacKay | Director | $872,708 | -$77,925 | -8.2% | Filing P/S | 21 May 2025 |
| Arlene Isaacs-Lowe | Director | $862,984 | -$94,932 | -9.9% | Filing P/S | 16 Sep 2025 |
| Douglas A. Dachille | Director | $173,110 | Mixed | 21 May 2025 | ||
| Kristi Ann Matus | Director | Mixed | 24 Mar 2023 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
30,633,125
|
$1,459,668,407 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
9.7%
|
27,315,739
|
$1,301,594,950 | — | 31 Dec 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13D/G
13F
|
Company |
6.7%
|
19,284,053
|
$918,885,125 | $0 | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13D/G
13F
|
T. Rowe Price Associates, Inc. · Company |
5.5%
|
16,789,618
|
$902,609,864 | $0 | 30 Jun 2025 | |
| Capital International Investors |
13F
|
Company |
4.8%
|
13,545,628
|
$645,449,174 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.4%
|
12,233,267
|
$582,915,173 | — | 31 Dec 2025 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.4%
|
15,216,306
|
$564,677,116 | $0 | 31 Mar 2026 | |
| NORGES BANK |
13F
|
Company |
4.1%
|
11,563,370
|
$550,994,581 | — | 31 Dec 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
5.2%
|
14,700,544
|
$545,537,188 | $0 | 31 Mar 2026 | |
| PZENA INVESTMENT MANAGEMENT LLC |
13D/G
13F
|
Company |
2.6%
|
8,234,705
|
$420,134,649 | -$422,656,262 | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
3%
|
8,304,643
|
$395,716,240 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
6,355,758
|
$307,438,664 | — | 31 Dec 2025 | |
| THORNBURG INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.7%
|
4,889,730
|
$232,995,635 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.7%
|
4,822,908
|
$229,811,566 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
4,592,408
|
$218,828,241 | — | 31 Dec 2025 | |
| DIAMOND HILL CAPITAL MANAGEMENT INC |
13F
|
Company |
1.5%
|
4,294,644
|
$204,639,787 | — | 31 Dec 2025 | |
| Conifer Management, L.L.C. |
13F
|
Company |
1.5%
|
4,200,000
|
$200,130,000 | — | 31 Dec 2025 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
1.4%
|
3,967,985
|
$189,907,763 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
3,880,069
|
$184,885,286 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
1.3%
|
3,554,613
|
$169,370,261 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
3,427,096
|
$163,308,820 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
3,250,299
|
$154,876,832 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1%
|
2,943,674
|
$140,266,074 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
1%
|
2,846,087
|
$135,616,064 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.86%
|
2,424,823
|
$116,585,490 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.76%
|
2,128,146
|
$101,406,139 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.76%
|
2,127,323
|
$101,366,941 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.73%
|
2,059,390
|
$98,131,116 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.71%
|
1,993,319
|
$94,981,650 | — | 31 Dec 2025 | |
| Woodline Partners LP |
13F
|
Company |
0.68%
|
1,904,440
|
$90,746,566 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.68%
|
1,895,889
|
$90,339,112 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.66%
|
1,849,984
|
$88,151,738 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.66%
|
1,840,705
|
$87,709,576 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.58%
|
1,619,702
|
$77,178,800 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.51%
|
1,429,491
|
$68,115,247 | — | 31 Dec 2025 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
0.47%
|
1,331,610
|
$63,451,218 | — | 31 Dec 2025 | |
| TCW GROUP INC |
13F
|
Company |
0.47%
|
1,309,862
|
$62,414,965 | — | 31 Dec 2025 | |
| ALGEBRIS (UK) LTD |
13F
|
Company |
0.46%
|
1,293,939
|
$61,685,039 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.43%
|
1,199,766
|
$57,168,850 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.42%
|
1,186,627
|
$56,922,497 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.42%
|
1,182,393
|
$56,331,000 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.41%
|
1,140,335
|
$54,336,963 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.39%
|
1,099,039
|
$52,369,188 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.38%
|
1,054,060
|
$50,225,959 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.37%
|
1,037,905
|
$49,456,174 | — | 31 Dec 2025 | |
| PFA Pension, Forsikringsaktieselskab |
13F
|
Company |
0.36%
|
1,023,485
|
$49,209,165 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.36%
|
1,008,792
|
$48,068,939 | — | 31 Dec 2025 | |
| CI INVESTMENTS INC. |
13F
|
Company |
0.35%
|
994,333
|
$47,379,967 | — | 31 Dec 2025 | |
| Amundi |
13F
|
Individual |
0.35%
|
987,018
|
$47,031,408 | — | 31 Dec 2025 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
0.35%
|
970,930
|
$46,264,814 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark Pearson | EQH | Common Stock | Sale | -4.79% | $1,652,640 | $41.63 | -39,700 | 789,183 | 20 Apr 2026 | Direct |
| Mark Pearson | EQH | Common Stock | Options Exercise | 3.39% | 27,200 | 828,883 | 20 Apr 2026 | Direct | ||
| Mark Pearson | EQH | Employee Stock Option (right to buy) | Options Exercise | -25% | -27,200 | 81,600 | 20 Apr 2026 | Direct | ||
| Nick Lane | EQH | Common Stock | Sale | -7.45% | $404,421 | $40.44 | -10,000 | 124,218 | 15 Apr 2026 | Direct |
| Nick Lane | EQH | Common Stock | Options Exercise | 8.05% | 10,000 | 134,218 | 15 Apr 2026 | Direct | ||
| Nick Lane | EQH | Employee Stock Option (right to buy) | Options Exercise | -69.4% | -10,000 | 4,417 | 15 Apr 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Common Stock | Sale | -14.5% | $582,697 | $40.58 | -14,358 | 84,403 | 15 Apr 2026 | Direct |
| Jeffrey J. Hurd | EQH | Common Stock | Options Exercise | 10.5% | 9,358 | 98,761 | 15 Apr 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Employee Stock Options (right to buy) | Options Exercise | -20% | -9,358 | 37,433 | 15 Apr 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Sale | -0.17% | $55,518 | $40.03 | -1,387 | 801,683 | 15 Apr 2026 | Direct |
| Mark Pearson | EQH | Common Stock | Options Exercise | 0.17% | 1,387 | 803,070 | 15 Apr 2026 | Direct | ||
| Mark Pearson | EQH | Employee Stock Option (right to buy) | Options Exercise | -1.26% | -1,387 | 108,800 | 15 Apr 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Sale | -4.56% | $1,534,355 | $40.05 | -38,313 | 801,683 | 08 Apr 2026 | Direct |
| Mark Pearson | EQH | Common Stock | Options Exercise | 3.17% | 25,813 | 839,996 | 08 Apr 2026 | Direct | ||
| Mark Pearson | EQH | Employee Stock Option (right to buy) | Options Exercise | -19% | -25,813 | 110,187 | 08 Apr 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Common Stock | Sale | -13.8% | $574,840 | $40.04 | -14,358 | 89,403 | 08 Apr 2026 | Direct |
| Jeffrey J. Hurd | EQH | Common Stock | Options Exercise | 9.91% | 9,358 | 103,761 | 08 Apr 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Employee Stock Options (right to buy) | Options Exercise | -16.7% | -9,358 | 46,791 | 08 Apr 2026 | Direct | ||
| Nick Lane | EQH | Common Stock | Sale | -7.45% | $400,381 | $40.04 | -10,000 | 124,218 | 08 Apr 2026 | Direct |
| Nick Lane | EQH | Common Stock | Options Exercise | 8.05% | 10,000 | 134,218 | 08 Apr 2026 | Direct | ||
| Nick Lane | EQH | Employee Stock Option (right to buy) | Options Exercise | -41% | -10,000 | 14,417 | 08 Apr 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Award | 0.2% | 1,660 | 814,183 | 12 Mar 2026 | Direct | ||
| Kurt Meyers | EQH | Common Stock | Award | 0.71% | 241 | 34,167 | 12 Mar 2026 | Direct | ||
| Nick Lane | EQH | Common Stock | Award | 0.31% | 384 | 124,218 | 12 Mar 2026 | Direct | ||
| William James Eckert IV | EQH | Common Stock | Award | 0.26% | 58.58 | 22,806 | 12 Mar 2026 | Direct | ||
| Seth P. Bernstein | EQH | Common Stock | Award | 0.23% | 127 | 55,735 | 12 Mar 2026 | Direct | ||
| Robin M. Raju | EQH | Common Stock | Award | 0.21% | 392 | 185,774 | 12 Mar 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Common Stock | Award | 0.35% | 332 | 94,403 | 12 Mar 2026 | Direct | ||
| Seth P. Bernstein | EQH | Common Stock | Award | 44% | 20,452 | 66,918 | 02 Mar 2026 | Direct | ||
| Seth P. Bernstein | EQH | Common Stock | Tax liability | -26.8% | -17,059 | 46,466 | 02 Mar 2026 | Direct | ||
| Nick Lane | EQH | Common Stock | Award | 69.3% | 64,064 | 156,538 | 02 Mar 2026 | Direct | ||
| Nick Lane | EQH | Common Stock | Tax liability | -34.2% | -48,105 | 92,475 | 02 Mar 2026 | Direct | ||
| Kurt Meyers | EQH | Common Stock | Award | 22.5% | 6,777 | 36,870 | 02 Mar 2026 | Direct | ||
| Kurt Meyers | EQH | Common Stock | Tax liability | -12.6% | -4,348 | 30,093 | 02 Mar 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Award | 37.5% | 261,177 | 956,953 | 02 Mar 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Tax liability | -23.4% | -212,109 | 695,776 | 02 Mar 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Common Stock | Award | 88.1% | 57,905 | 123,631 | 02 Mar 2026 | Direct | ||
| Jeffrey J. Hurd | EQH | Common Stock | Tax liability | -39.5% | -42,848 | 65,727 | 02 Mar 2026 | Direct | ||
| William James Eckert IV | EQH | Common Stock | Award | 64% | 11,089 | 28,408 | 02 Mar 2026 | Direct | ||
| William James Eckert IV | EQH | Common Stock | Tax liability | -31.9% | -8,111 | 17,319 | 02 Mar 2026 | Direct | ||
| Robin M. Raju | EQH | Common Stock | Award | 40.6% | 62,831 | 217,459 | 02 Mar 2026 | Direct | ||
| Robin M. Raju | EQH | Common Stock | Tax liability | -23.4% | -47,262 | 154,628 | 02 Mar 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Sale | -4.94% | $1,806,350 | $45.50 | -39,700 | 763,455 | 18 Feb 2026 | Direct |
| Mark Pearson | EQH | Common Stock | Options Exercise | 3.51% | 27,200 | 803,155 | 18 Feb 2026 | Direct | ||
| Mark Pearson | EQH | Employee Stock Option (right to buy) | Options Exercise | -16.7% | -27,200 | 136,000 | 18 Feb 2026 | Direct | ||
| Nick Lane | EQH | Common Stock | Sale | -21.8% | $1,349,651 | $44.99 | -30,000 | 107,876 | 17 Feb 2026 | Direct |
| Nick Lane | EQH | Common Stock | Options Exercise | 7.82% | 10,000 | 137,876 | 17 Feb 2026 | Direct | ||
| Nick Lane | EQH | Employee Stock Option (right to buy) | Options Exercise | -29.1% | -10,000 | 24,417 | 17 Feb 2026 | Direct | ||
| William James Eckert IV | EQH | Common Stock | Award | 26.5% | 4,144 | 19,769 | 11 Feb 2026 | Direct | ||
| Mark Pearson | EQH | Common Stock | Award | 18.8% | 123,010 | 775,955 | 11 Feb 2026 | Direct |