EQH Equitable Holdings, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 20, 2026 Processed 2d 5h ago
Insider cluster: 3 insiders, $2.3M total

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Executive Summary

Three senior executives at Equitable Holdings (CEO, COO, and another officer) sold a total of $2.28M in open-market shares over a 4-day window, with the CEO alone accounting for $1.69M. The sales were executed alongside option exercises, suggesting a routine vesting-and-sell pattern rather than a coordinated bearish signal. At $2.28M (0.02% of market cap), the cluster is trivial relative to the $11.9B company size.

Key Financial Metrics

Direction
selling
Total Value
$2.3M
Insiders
3

Actionable Insight

The CEO/COO sales are textbook vesting-and-sell patterns (same-day option exercises at low strike prices followed by open-market sales). At 0.02% of market cap, this cluster carries no informational value. Monitor for any material insider BUYING, which would be a stronger signal per academic literature. No action warranted.

Key Facts

  • CEO Mark Pearson sold 39,700 shares for $1.69M on May 18, 2026
  • COO Jeffrey Hurd sold 9,358 shares for $397K on May 15, 2026
  • Officer Nick Lane sold 4,417 shares for $187K on May 15, 2026
  • All three sales were preceded by same-day option exercises at $0 or $21-23 strike prices
  • Total cluster value of $2.28M represents 0.02% of EQH's $11.9B market cap
  • 8 directors received non-cash stock grants totaling $1.58M on May 20, 2026 — no economic signal

Financial Impact

Total insider sales of $2.28M, or 0.02% of market cap — immaterial

insider ownershipdilution

Risk Factors

  • No material risk — sales are routine and proportional to option exercises

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
94% bullish (18 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EQH-1779397920061
12 reports for EQH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EQH — sortable, filterable
Type Now
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+20
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.41 awaiting T+20awaiting T+20$42.58 (+0.40%)
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.41 awaiting T+20awaiting T+20$42.58 (+0.40%)
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.41 awaiting T+20awaiting T+20$42.58 (+0.40%)
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.41 awaiting T+20awaiting T+20$42.58 (+0.40%)
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.41 awaiting T+20awaiting T+20$42.58 (+0.40%)
May 20, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
May 18, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
May 14, 2026
10d ago
Court Ruling
NEUTRAL ★ 1/10
$42.51 awaiting T+20awaiting T+20$42.58 (+0.16%)
Apr 15, 2026
5w ago
Insider Cluster
MIXED ★ 6/10
$41.97 $40.60▼ −3.27%▼ −9.32%$42.58 (+1.44%)
Showing 10 of 12

US Market Status

Market Closed — Opens Tue (35h 13m)

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