EQH Equitable Holdings, Inc.
Price Chart
Executive Summary
Three EQH insiders, including the CEO and COO, sold a total of $2.28M in open-market shares over a 7-day window. The CEO's sale of $1.69M is the largest, but all sales are tied to derivative exercises (non-cash grants and option exercises), indicating a liquidity/vesting pattern rather than a coordinated bearish signal. The total sale value is only ~0.02% of EQH's $11.9B market cap, well below the 0.1% materiality threshold.
Key Financial Metrics
Actionable Insight
This cluster is routine and non-informative. The CEO's sale is a standard cashless exercise-and-sell pattern, not a bearish signal. Monitor EQH's next earnings for any fundamental deterioration, but this insider activity alone does not warrant action.
Key Facts
- CEO Pearson sold 39,700 shares at $42.60 for $1.69M, but this was preceded by derivative exercises (27,200 shares at $0 and 27,200 at $23.18) — a typical cashless exercise-and-sell pattern.
- COO Hurd sold 9,358 shares at $42.44 for $397K, also tied to derivative exercises (9,358 shares at $21.34 and 9,358 at $0).
- Director Lammtennant and Director Isaacs-Lowe received non-cash grants of 6,897 and 4,400 shares respectively — no economic signal.
- Total open-market sales of $2.28M represent ~0.02% of EQH's $11.9B market cap — trivial by proportionality standards.
- All sales follow a pattern of option exercises and same-day sales, consistent with routine 10b5-1 plans or blackout-window-driven liquidity, not informed selling.
Financial Impact
Total open-market sales of $2.28M, or ~0.02% of market cap. Non-cash grants and derivative exercises total $0 in economic value.
Risk Factors
- Insider sales could accelerate if the stock continues to trade near $42-43, but no evidence of a coordinated sell-off.
- Historical performance on EQH reports shows negative T+20 alpha (-3.83% avg), suggesting the stock has been weak, but this cluster does not add new negative information.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-EQH-1779396137348 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.58 $40.53 | ▼ −4.81% | ▼ −6.47% | $41.32 (−2.97%) |
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.52 $41.08 | ▼ −3.40% | ▼ −4.99% | $41.32 (−2.83%) |
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.52 $41.08 | ▼ −3.40% | ▼ −4.99% | $41.32 (−2.83%) |
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.52 $41.08 | ▼ −3.40% | ▼ −4.99% | $41.32 (−2.83%) |
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.52 $41.08 | ▼ −3.40% | ▼ −4.99% | $41.32 (−2.83%) |
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.52 $41.08 | ▼ −3.40% | ▼ −4.99% | $41.32 (−2.83%) |
|
May 20, 2026
20d ago
|
Insider Cluster
| $42.52 $41.34 | ▼ −2.77% | ▼ −4.62% | $41.32 (−2.83%) |
|
May 18, 2026
22d ago
|
Insider Cluster
| $41.21 $41.36 | ▲ +0.36% | ▼ −1.93% | $41.32 (+0.26%) |
|
May 14, 2026
27d ago
|
Court Ruling
| $42.51 $42.52 | ▲ +0.02% | ▲ +0.74% | $41.32 (−2.81%) |
|
Apr 15, 2026
8w ago
|
Insider Cluster
| $41.97 $41.54 | ▼ −1.02% | ▼ −2.66% | $41.32 (−1.56%) |
US Market Status
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