EQH Equitable Holdings, Inc.

BEARISH Impact: 7/10 Insider Cluster (3 insiders)
Horizon weeks Filed Apr 8, 2026 Processed 1mo ago
Insider cluster: 3 insiders, $0.8M total
Latest settled — T+20d
EQH ▲ +13.35% at T+20d
SHORT call ✗ call lost -13.35% · α vs SPY -4.80% · entry $38.85 → $44.04
Next anchor: T+60d in 17d
Last close $44.02 (close Jun 12) · -13.30% from $38.85 entry (call sign-flipped)
Entry anchored
Apr 7, 03:59 PM ET
via Databento tick
T+1d
-0.98%
call +0.98% · α +1.55%
$38.47
settled 2mo ago
T+5d
+8.03%
call -8.03% · α -4.51%
$41.97
settled 2mo ago
T+20d
+13.35%
call -13.35% · α -4.80%
$44.04
settled 6w ago
T+60d
call — · α —
in 17d

Price Chart

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Executive Summary

Three corporate insiders at Equitable Holdings sold a total of $831K in shares over a 7-day period, including CEO Mark Pearson and COO Jeffrey Hurd. This follows the company's recent filing of a voting agreement in connection with its merger with Corebridge Financial and Nippon Life, suggesting insiders may be reducing exposure ahead of the deal's shareholder vote.

Key Financial Metrics

Direction
selling
Total Value
$831.0K
Insiders
3

Actionable Insight

Concentrated selling by the CEO and COO immediately following a material merger-related filing suggests caution. Traders should monitor for further insider activity and upcoming shareholder vote timing. While not massive in dollar terms, the timing and participants increase signaling risk.

Key Facts

  • Insider cluster totals $831,000 in open-market sales over 7 days
  • CEO Mark Pearson sold $56K, exercised derivatives worth $32K (non-cash), and surrendered shares via tax withholding (non-cash)
  • COO Jeffrey Hurd sold $375K, and insider Lane Nick sold $400K
  • Sales represent 0.007% of EQH's $11.8B market cap — modest in relative terms but concentrated among top executives
  • Activity follows 8-K filing of a voting and support agreement in the Corebridge/Nippon Life merger process

Financial Impact

$831,000 in insider selling over 7 days, with $56K directly from CEO Pearson

insider sentimentshareholder confidencepotential dilution perception

Risk Factors

  • Perception of insider pessimism ahead of merger vote
  • Potential for follow-on selling if other insiders exit positions
  • Merger uncertainty if shareholder approval is delayed or challenged

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EQH-1776457162661
18 reports for EQH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EQH — sortable, filterable
Type Now
Jun 10, 2026
4d ago
Insider Cluster
BEARISH ★ 4/10
$41.90 awaiting T+5awaiting T+5$44.02 (−5.06%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.58 $40.53▼ −4.81%▼ −6.47%$44.02 (+3.37%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$42.52 $41.34▼ −2.77%▼ −4.62%$44.02 (+3.52%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$41.21 $41.36▲ +0.36%▼ −1.93%$44.02 (+6.81%)
May 14, 2026
4w ago
Court Ruling
NEUTRAL ★ 1/10
$42.51 $42.52▲ +0.02%▲ +0.74%$44.02 (+3.54%)
Showing 10 of 18

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