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

EQH

Equitable Holdings, Inc.
BEARISH
Impact 7/10
Horizonweeks Processed5mo ago
Insider cluster: 3 insiders, $0.8M total
Actionable Insight ▼ Bearish

Concentrated selling by the CEO and COO immediately following a material merger-related filing suggests caution. Traders should monitor for further insider activity and upcoming shareholder vote timing. While not massive in dollar terms, the timing and participants increase signaling risk.

DirectionBearish
Confidencehigh
Horizonweeks
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

Three corporate insiders at Equitable Holdings sold a total of $831K in shares over a 7-day period, including CEO Mark Pearson and COO Jeffrey Hurd. This follows the company's recent filing of a voting agreement in connection with its merger with Corebridge Financial and Nippon Life, suggesting insiders may be reducing exposure ahead of the deal's shareholder vote.

Key Financial Metrics

Direction
selling
Total Value
$831.0K
Insiders
3

Key Facts

  • Insider cluster totals $831,000 in open-market sales over 7 days
  • CEO Mark Pearson sold $56K, exercised derivatives worth $32K (non-cash), and surrendered shares via tax withholding (non-cash)
  • COO Jeffrey Hurd sold $375K, and insider Lane Nick sold $400K
  • Sales represent 0.007% of EQH's $11.8B market cap — modest in relative terms but concentrated among top executives
  • Activity follows 8-K filing of a voting and support agreement in the Corebridge/Nippon Life merger process

Financial Impact

$831,000 in insider selling over 7 days, with $56K directly from CEO Pearson

insider sentimentshareholder confidencepotential dilution perception

Risk Factors

  • Perception of insider pessimism ahead of merger vote
  • Potential for follow-on selling if other insiders exit positions
  • Merger uncertainty if shareholder approval is delayed or challenged

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-1776457162661
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)

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Report published Apr 17, 2026