Insider Cluster (3 insiders) ·Filed Apr 8, 2026

EQH

Equitable Holdings, Inc.
BEARISH
Impact 7/10
Horizondays Processed5mo ago
Insider cluster: 3 insiders, $2.3M total
Actionable Insight ▼ Bearish

Traders should monitor for potential downward pressure on EQH shares, especially if additional insiders sell ahead of the merger close. The proximity of these sales to a material deal announcement raises questions about insider sentiment despite non-dilutive nature of transactions.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
EQH ▲ +17.39% at T+60d
SHORT call ✗ call lost -17.39% · α vs SPY -7.22% · entry $38.85 → $45.61
Entry anchored
Apr 7, 03:59 PM ET
via exchange tick
T+1d
-0.98%
call +0.98% · α +1.55%
$38.47
settled 6mo ago
T+5d
+8.03%
call -8.03% · α -4.51%
$41.97
settled 6mo ago
T+20d
+13.35%
call -13.35% · α -4.80%
$44.04
settled 5mo ago
T+60d
+17.39%
call -17.39% · α -7.22%
$45.61
settled 3mo ago

Price Chart

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Executive Summary

Equitable Holdings CEO Pearson Mark and two other executives sold $2.31M in shares on April 8, 2026, coinciding with a material merger-related voting agreement filing. The sales represent open-market dispositions following derivative exercises, with Pearson's sale being the largest single transaction.

Key Financial Metrics

Direction
selling
Total Value
$2.3M
Insiders
3

Key Facts

  • CEO Pearson Mark sold $1.53M in shares, part of a broader $2.31M insider selling cluster over 7 days.
  • Sales occurred on the same day as a material 8-K filing disclosing a voting and support agreement in connection with the merger with Nippon Life and Corebridge Financial.
  • All three insiders (CEO, COO, and Lane Nick) conducted open-market sales immediately following derivative exercises at prices below market value.
  • Total cluster value represents approximately 0.021% of EQH's $10.8B market cap — modest in scale but notable given timing and participants.

Financial Impact

$2.31 million in total open-market sales by insiders

insider ownershipmarket sentimentshareholder confidence

Risk Factors

  • Perception of insider skepticism ahead of merger completion
  • Potential for follow-on selling by other executives

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EQH-1775852670355
30 reports for EQH
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+5▲ +2.74%Sep 10, 2026
Filters
Rows
Reports for EQH — sortable, filterable
TypeNow
Sep 10, 2026
22d ago
425
BULLISH ★ 6/10
$52.60 $54.04▲ +2.74%▲ +3.24%$52.64 (+0.08%)
Aug 24, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$49.03 $50.13▲ +2.24%▲ +1.77%$52.64 (+7.36%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$50.84 $48.91▼ −3.80%▼ −3.60%$52.64 (+3.54%)
Aug 17, 2026
6w ago
13F-HR
NEUTRAL ★ 2/10
$51.13 $49.03▼ −4.11%▼ −2.92%$52.64 (+2.95%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$51.35 $50.82▼ −1.02%▼ −0.62%$52.64 (+2.51%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$51.35 $50.82▼ −1.02%▼ −0.62%$52.64 (+2.51%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$51.35 $50.82▼ −1.02%▼ −0.62%$52.64 (+2.51%)
Aug 10, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$52.67 $51.10▼ −2.97%▼ −2.93%$52.64 (−0.06%)
Jul 21, 2026
10w ago
425
NEUTRAL ★ 3/10
$48.75 $48.35▼ −0.82%▲ +1.58%$52.64 (+7.98%)
Jul 21, 2026
10w ago
8-K
NEUTRAL ★ 4/10
$48.75 $48.35▼ −0.82%▲ +1.58%$52.64 (+7.98%)
Showing 10 of 30

US Market Status

Market Closed — Opens Mon (65h 5m)

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Report published Apr 10, 2026