EQH Equitable Holdings, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 20, 2026 Processed 19d 11h ago
Insider cluster: 3 insiders, $2.3M total
Latest settled — T+5d ⚠ clustered
EQH ▼ -3.40% at T+5d
NEUTRAL call ✗ call lost -3.40% · α vs SPY -4.99% · entry $42.52 → $41.08
Next anchor: T+20d in 8d
Last close $41.32 (close Jun 8) · -2.83% from $42.52 entry
Entry anchored
May 20, 03:59 PM ET
via Databento tick
T+1d
+0.14%
call +0.14% · α -0.30%
$42.58
settled 20d ago
T+5d
-3.40%
call -3.40% · α -4.99%
$41.08
settled 13d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Three EQH insiders, including the CEO and COO, sold a total of $2.28M in open-market shares over a 5-day window. The CEO's sale of $1.69M is the largest, but all sales are tied to derivative exercises and are routine in nature. At 0.02% of market cap, the cluster is trivial in size and carries no material bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$2.3M
Insiders
3

Actionable Insight

This cluster is routine and non-informative. All sales are tied to derivative exercises, not discretionary bearish positioning. The CEO's sale is the largest but is a standard cashless exercise pattern. No action warranted; monitor next earnings for any guidance changes.

Key Facts

  • CEO Mark Pearson sold 39,700 shares for $1.69M on 2026-05-18, following derivative exercises.
  • COO Jeffrey Hurd sold 9,358 shares for $397K on 2026-05-15, following derivative exercises.
  • Nick Lane sold 4,417 shares for $187K on 2026-05-15, following derivative exercises.
  • Total open-market sales: $2.28M, representing 0.02% of EQH's $11.9B market cap.
  • All sales are preceded by derivative exercises (M-code), indicating a cashless exercise-and-sell pattern — not a discretionary bearish bet.
  • Six directors received non-cash stock grants on 2026-05-20 (total $1.22M), which are routine compensation awards.

Financial Impact

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

dilution

Risk Factors

  • CEO selling $1.69M could be misinterpreted as bearish by retail traders.
  • Historical performance on EQH reports shows negative average T+20 alpha (-3.83%), but this cluster is too small to drive that.

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-1779397019105
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
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.58 $40.53▼ −4.81%▼ −6.47%$41.32 (−2.97%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$42.52 $41.34▼ −2.77%▼ −4.62%$41.32 (−2.83%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$41.21 $41.36▲ +0.36%▼ −1.93%$41.32 (+0.26%)
May 14, 2026
27d ago
Court Ruling
NEUTRAL ★ 1/10
$42.51 $42.52▲ +0.02%▲ +0.74%$41.32 (−2.81%)
Apr 15, 2026
8w ago
Insider Cluster
MIXED ★ 6/10
$41.97 $41.54▼ −1.02%▼ −2.66%$41.32 (−1.56%)
Showing 10 of 12

US Market Status

Market Closed — Opens in 5h 24m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access