EQH CLUSTER SEC Filing Analysis

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

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Executive Summary

Insider sales cluster at Equitable Holdings totaling $2.28M (0.019% of market cap) driven largely by CEO Mark Pearson's derivative exercise and sale, along with COO Jeffrey J. Hurd. The amounts are trivial relative to market cap and follow typical pattern of option exercises. No bearish signal.

Key Financial Metrics

Direction

selling

Total Value

$2.3M

Insiders

3

Actionable Insight

The insider selling is routine and quantitatively trivial. No directional signal for EQH stock. Monitor upcoming quarterly earnings for any fundamental changes, but this cluster does not warrant any trading action.

Key Facts

Total open-market insider sales of $2.28M over 7-day window
CEO Mark Pearson sold $1.69M (39,700 shares) after exercising options
COO Jeffrey J. Hurd sold $397K (9,358 shares) after option exercise
Other insider sold $188K (4,417 shares) after option exercise
Sales represent only 0.019% of $11.9B market cap
Majority of transactions are derivative exercises or grants with $0 cash value

Financial Impact

Insider sales of $2.28M are immaterial relative to $11.9B market cap

insider holdingsdilution from option exercises

Risk Factors

No material risk identified from this filing

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.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-EQH-1779397588353

12 reports for EQH

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

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%)

US Market Status

Market Closed — Opens in 5h 24m

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