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EQH · Equitable Holdings, Inc.
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EQH Equitable (EQH) Insider Trading, Ownership & Congress Trades

Insurance · Insurance agents, brokers & service · CIK 0001333986
Quote by TradingView
Form 144 · 9
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
216
13F, latest reported quarter
Conversions, 180 days
8
Codes C/M, not in net · $2.8M priced

What the filings say about EQH

Insiders, 180 days
-$10.7M net sold
8 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-07-16
Planned sales (Form 144), 90 days
$2.5M
9 notices

Equitable insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Equitable Holdings, Inc. insiders sold a net $10.7M of stock across 230 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SCOTT BERTRAM L
Director
SELL
2026-09-21 SEC
2,780
$151.1K
+2.6%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 6, 2026.
  • The trade is 11.7% of the 23,685 shares held after it.
  • 3 other insiders sold within 30 days.
  • 216 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director SCOTT BERTRAM L sold about $151.1K of EQH on Sep 21, 2026; 3 other insiders sold within 30 days and 216 funds added in the latest 13F quarter.
MacKay Craig C
Director
SELL
2026-09-18 SECtraded 2026-09-17
2,000
$108.5K
-0.5%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 11, 2026.
  • The trade is 11.8% of the 16,999 shares held after it.
  • 3 other insiders sold within 30 days.
  • 216 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MacKay Craig C sold about $108.5K of EQH on Sep 17, 2026; 3 other insiders sold within 30 days and 216 funds added in the latest 13F quarter.
Isaacs-Lowe Arlene
Director
SELL
2026-09-04 SEC
1,000
$52.8K
+3.0%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Sep 16, 2025.
  • The trade is 5.1% of the 19,763 shares held after it.
  • 6 other insiders sold within 30 days.
  • 216 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Isaacs-Lowe Arlene sold about $52.8K of EQH on Sep 4, 2026; 6 other insiders sold within 30 days and 216 funds added in the latest 13F quarter.
Lane Nick
See Remarks
SELL
2026-09-08 SECtraded 2026-09-04
14,923
$794.5K
+2.9%
Context
  • 38 earlier Form 4 trades (code P or S) here by this insider (38 sales), the last on May 15, 2026.
  • The trade is 13.6% of the 110,006 shares held after it.
  • 6 other insiders sold within 30 days.
  • 216 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Lane Nick sold about $794.5K of EQH on Sep 4, 2026; 6 other insiders sold within 30 days and 216 funds added in the latest 13F quarter.
HURD JEFFREY J
Chief Operating Officer
SELL
2026-08-18 SECtraded 2026-08-17
4,659
$239.4K
+7.2%
Context
  • 51 earlier Form 4 trades (code P or S) here by this insider (51 sales), the last on Jul 15, 2026.
  • The trade is 6.2% of the 74,719 shares held after it.
  • 7 other insiders sold within 30 days.
  • 216 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer HURD JEFFREY J sold about $239.4K of EQH on Aug 17, 2026; 7 other insiders sold within 30 days and 216 funds added in the latest 13F quarter.
230 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 225 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$10.7M over 180 days
-$2.5M over 90 days
below 72% of Insurance
Congress
no House purchase disclosed in the last 12 months
Funds
216 funds bought in last quarter
more than 63% of Insurance
Revenue
-6.1% year over year
below 92% of Insurance
Margin
-11.8% net margin
below 89% of Insurance
Buybacks
$513.0M repurchased, FY to 2026-06-30
more than 78% of Insurance
Short interest
2.3% of the float short (float per yahoo 2026-10-27) · 2.3 days to cover · settled 2026-10-15
below 71% of Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch EQH

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+13.0%12M
-26%-12%+2%+16%2025-102025-122026-022026-042026-062026-082026-10 2026-07-20 · Pearson Mark sold $1.9M2025-12-18 · Pearson Mark sold $1.9M2026-02-18 · Pearson Mark sold $1.8M2026-06-18 · Pearson Mark sold $1.8M2026-05-18 · Pearson Mark sold $1.7M2026-04-20 · Pearson Mark sold $1.7M2026-01-20 · Pearson Mark sold $1.6M2025-11-18 · Pearson Mark sold $1.6M2026-04-08 · Pearson Mark sold $1.5M2026-09-04 · Lane Nick sold $794.5K2026-02-17 · Lane Nick sold $573.6K2025-12-18 · Lane Nick sold $478.8K2025-12-18 · Lane Nick sold $478.7K2026-01-15 · Lane Nick sold $476.5K2026-06-15 · HURD JEFFREY J sold $422.1K2026-04-15 · Lane Nick sold $404.4K2026-04-08 · Lane Nick sold $400.4K2026-05-15 · HURD JEFFREY J sold $397.2K2026-07-15 · HURD JEFFREY J sold $390.0K2026-08-06 · Stonehill Charles G.T. sold $386.6K2026-04-08 · HURD JEFFREY J sold $374.9K2026-04-15 · HURD JEFFREY J sold $337.4K2025-12-15 · HURD JEFFREY J sold $328.3K2026-02-17 · Lane Nick sold $326.2K2026-01-15 · HURD JEFFREY J sold $323.5K2026-05-15 · Eckert William James IV sold $310.2K2026-02-17 · Lane Nick sold $290.0K2026-01-20 · Pearson Mark sold $274.2K2026-06-10 · Eckert William James IV sold $259.3K2026-08-17 · HURD JEFFREY J sold $239.4K2026-06-15 · HURD JEFFREY J sold $225.6K2026-08-17 · HURD JEFFREY J sold $220.6K2026-05-15 · HURD JEFFREY J sold $212.2K2026-07-15 · HURD JEFFREY J sold $205.9K2025-12-10 · Eckert William James IV sold $203.3K2026-04-15 · HURD JEFFREY J sold $202.2K2026-04-08 · HURD JEFFREY J sold $200.0K2026-05-15 · Lane Nick sold $187.5K2025-11-18 · Pearson Mark sold $162.6K2025-11-17 · HURD JEFFREY J sold $162.2K2026-02-17 · Lane Nick sold $159.9K2026-09-21 · SCOTT BERTRAM L sold $151.1K2026-09-21 · BERTRAM L SCOTT filed to sell $151.1K2026-09-17 · CRAIG MACKAY filed to sell $108.5K2026-09-04 · Nick Lane filed to sell $794.5K2026-09-04 · ARLENE ISAACS-LOWE filed to sell $52.8K2026-08-17 · JEFFREY HURD filed to sell $762.3K2026-08-11 · CRAIG MACKAY filed to sell $113.0K2026-08-10 · WILLIAM J ECKERT IV filed to sell $50.1K2026-08-06 · BERTRAM L SCOTT filed to sell $75.0K2026-08-06 · CHARLES STONEHILL filed to sell $386.6K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns EQH: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
25,895,739 sh
$1.1B
NORGES BANK
18,326,687 sh
$804.2M
VANGUARD PORTFOLIO MANAGEMENT LLC
13,443,991 sh
$589.9M
VANGUARD CAPITAL MANAGEMENT LLC
12,703,293 sh
$557.4M
HARRIS ASSOCIATES L P
9,489,037 sh
$416.4M

Congress trades in EQH

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Lisa McClain
Sold 2025-07-16 · disclosed 28 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

EQH planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
BERTRAM L SCOTT
Filed 2026-09-21
$151.1K
CRAIG MACKAY
Filed 2026-09-17
$108.5K
Nick Lane
Filed 2026-09-04
$794.5K
ARLENE ISAACS-LOWE
Filed 2026-09-04
$52.8K
JEFFREY HURD
Filed 2026-08-17
$762.3K

EQH mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
ICON CONSUMER SELECT
$1.5M position · as of 2026-06-30
5.6%
Leadershares Alphafactor Tactical Focused ETF
$2.2M position · as of 2026-07-31
3.5%
Dunham Monthly Distribution Fund
$10.9M position · as of 2026-07-31
3.5%
Poplar Forest Partners Fund
$13.4M position · as of 2026-06-30
3.5%
TCW Relative Value Large Cap Fund
$15.9M position · as of 2026-07-31
2.8%
NYLIM Merger Arbitrage ETF
$7.0M position · as of 2026-07-31
2.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Equitable Holdings, Inc. Political Action Committee (Equitable Pac)
Cycle 2026 · $226K spent
$179.9K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Mark Pearson
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$18.0M
$19.3M
$8.2M
+123%
+84%
2024
$17.4M
$40.2M
$7.4M
+113%
+83%
2023
$15.8M
$19.2M
$6.5M
+49%
+36%
2022
$15.3M
$7.2M
$6.1M
+25%
+26%
2021
$14.2M
$28.5M
$5.9M
+40%
+31%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $10.7M sold by insiders over 180 days, 216 funds added last quarter, $2.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
GSHDDGICAPLMRALHCCRVLHGTYKNSLAFLTRVMKLOSCRGL

EQH financials

Revenue growth
-6.1%
XBRL, annual
Net margin
-11.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$10.6B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+4.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
0.35x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+249.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+0.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$1.3B
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$11.7B$12.4B$10.5B$14.0B
Net income-$1.4K$1.3K$1.3K$2.2K
EPS (diluted)n/an/an/an/a
Operating cash flow$714.0M$2.0B-$208.0M-$250.0M
Cash$12.5B$7.0B$8.2B$4.3B
Long-term debt$3.8B$3.8B$3.8B$3.3B
Buybacks$1.4B$1.0B$919.0M$849.0M
Dividends paid$314.0M$302.0M$301.0M$294.0M
SEC XBRL, fiscal years, as known on 2026-10-28

EQH Stock Sonar score 6/7 axes

Find similar shapesCompare

EQH ranks highest on risk and compliance (75th percentile) and profitability (58th), and lowest on growth (8th), among Insurance peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
58
Inputs
  • Return on equity+249.4% · 100 pct, sector of 116
  • Return on assets+0.1% · 16 pct, sector of 122
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
36
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt0.35x · 36 pct, sector of 97
Growth
8
Inputs
  • Revenue growth, YoY-6.1% · 8 pct, sector of 134
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
12
Inputs
  • Net Form 4 buying (codes P and S), 180d-$10.7M · 23 pct, sector of 100
  • Insider buyers, 180d0 · 0 pct, sector of 101
Institutional and government
46
Inputs
  • Funds adding, latest quarter216 · 63 pct, sector of 108
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$240K · 29 pct, sector of 35
Risk and compliance
75
Inputs
  • Short interest, % of float+2.3% · 74 pct, sector of 138
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+6.0% · 75 pct, sector of 110
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

EQH filings, in plain words

Are Equitable insiders buying or selling EQH?

In the 180 days to 2026-10-28, Equitable insiders were net sellers, a net $10.7M across purchases and sales reported on Form 4, by 8 sellers.

Have members of Congress traded EQH?

Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-07-16.

Are there planned insider sales of EQH?

Yes. 9 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $2.5M of stock; the latest, by BERTRAM L SCOTT, was filed 2026-09-21.

Read the full summary

In the 180 days to 2026-10-28, Equitable insiders were net sellers of EQH, a net $10.7M across purchases and sales reported on Form 4 by 8 sellers. None of the 30 insider sales was flagged as made under a Rule 10b5-1 plan. Members of Congress have disclosed trades in EQH, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-07-16. Insiders filed 9 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $2.5M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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