EQH Equitable Holdings, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 20, 2026 Processed 22d 15h ago
Insider cluster: 3 insiders, $2.3M total
Latest settled — T+5d
EQH ▼ -4.81% at T+5d
NEUTRAL call ✗ call lost -4.81% · α vs SPY -6.47% · entry $42.58 → $40.53
Next anchor: T+20d in 9d
Currently $44.02 · +3.37% from $42.58 entry
Entry anchored
May 21, 2026
via day open
T+1d
-0.85%
call -0.85% · α -1.43%
$42.22
settled 22d ago
T+5d
-4.81%
call -4.81% · α -6.47%
$40.53
settled 15d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

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
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
2d ago
Insider Cluster
BEARISH ★ 4/10
$41.90 awaiting T+5awaiting T+5$44.02 (−5.06%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.58 $40.53▼ −4.81%▼ −6.47%$44.02 (+3.37%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$44.02 (+3.52%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$42.52 $41.34▼ −2.77%▼ −4.62%$44.02 (+3.52%)
May 18, 2026
25d 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

US Market Status

Market Closed — Opens Mon (48h 49m)

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