Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Equitable Holdings, Inc.EQH · Entity 3405 | Chief Legal Officer, Secretary | August 10, 2026 | August 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Equitable Holdings, Inc.
Report date August 10, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,285.5615 |
Reported balance
After 2026-08-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-10 · Grant · Acquired 197.41 · Balance 35,285.5615 F1: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock. F2: Total includes RSUs. F3: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.
F2: Total includes RSUs.
F3: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 10, 2026 Filed Aug 11, 2026 20:46 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 197.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-055768 · wk-form4_1786481197.xml · nonDerivative · entry 1 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,285.5615 F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock. F2 · balance_after: Total includes RSUs. F3 · balance_after: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 20:30 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 249.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042245 · wk-form4_1781123435.xml · nonDerivative · entry 1 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,043.1515 F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock. F2 · balance_after: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report. F3 · balance_after: Total includes RSUs. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:54 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 241.24 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017759 · wk-form4_1773435279.xml · nonDerivative · entry 1 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,167.3316 F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock. F2 · balance_after: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report. F3 · balance_after: Total includes RSUs. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:32 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | Tax withholdingCommon Stock | 2,944 | $40.22 | $118,407.68 |
DisclosureSEC source: 0001628280-26-014925 · wk-form4_1772670766.xml · nonDerivative · entry 3 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,926.0916 F4 · shares: Shares withheld to cover taxes upon vesting of Performance Shares. F2 · balance_after: Includes 2,186 shares acquired under Equitable Stock Purchase Plan. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:32 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 6,777.3416 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014925 · wk-form4_1772670766.xml · nonDerivative · entry 2 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,870.0916 F3 · shares: Reflects the vesting of Performance Shares, which were granted pursuant to the registrant's 2019 Omnibus Incentive Plan. The Performance Shares were earned upon the attainment of certain performance objectives for the period January 1, 2023 through December 31, 2025. F2 · balance_after: Includes 2,186 shares acquired under Equitable Stock Purchase Plan. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:32 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | Tax withholdingCommon Stock | 1,404 | $40.22 | $56,468.88 |
DisclosureSEC source: 0001628280-26-014925 · wk-form4_1772670766.xml · nonDerivative · entry 1 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,092.75 F1 · shares: Shares withheld to cover taxes upon vesting of previous Restricted Stock Unit grants. F2 · balance_after: Includes 2,186 shares acquired under Equitable Stock Purchase Plan. Read SEC document |
| February 11, 2026 Filed Feb 14, 2026 01:59 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 9,597 | $45.85 | $440,022.45 |
DisclosureSEC source: 0001628280-26-008280 · wk-form4_1771034357.xml · nonDerivative · entry 1 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,496.75 F1 · shares: Grant of restricted stock units under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer upon vesting. The restricted stock units vest in three ratable annual installments beginning on February 28, 2027. Vested shares will be delivered to the reporting person within 30 days following the vesting date. F2 · balance_after: Includes 2,186 shares acquired under Equitable Stock Purchase Plan. F3 · balance_after: Total includes Restricted Stock Units. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 15:40 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 163.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-054934 · wk-form4_1764776443.xml · nonDerivative · entry 1 Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,899.75 F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock. F2 · balance_after: Total includes RSUs. F3 · balance_after: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.