Insider Cluster (2 insiders) ·Filed Jul 21, 2026

EQH

Equitable Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Insider cluster: 2 insiders, $2.1M total
Actionable Insight • Neutral

The selling is routine in both scale and context—option exercises followed by share sales to cover taxes or diversify. No immediate bearish signal. Monitor for any higher-volume or unplanned selling in the coming weeks, but this cluster alone does not warrant a trade action.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
EQH ▲ +2.48% at T+20d
NEUTRAL call ✓ call won +2.48% · α vs SPY -0.41% · entry $48.75 → $49.96
Next anchor: T+60d in 12d
Latest observation: T+48 +4.01% FF3 residual α
Entry anchored
Jul 21, 03:59 PM ET
via exchange tick
T+1d
-2.69%
call -2.69% · α -1.45%
$47.44
settled 2mo ago
T+5d
-0.82%
call -0.82% · α +1.58%
$48.35
settled 2mo ago
T+20d
+2.48%
call +2.48% · α -0.41%
$49.96
settled 6w ago
T+60d
—
call — · α —
—
in 12d

Price Chart

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Executive Summary

Two top executives at Equitable Holdings (CEO Pearson and COO Hurd) sold a combined $2.13M in shares over a one-week window, but the total represents just 0.016% of the $13.5B market cap—well below the materiality threshold. The sales are largely tied to derivative exercises and appear routine, not indicative of bearish conviction.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
2

Key Facts

  • CEO Pearson sold 39,564 shares at ~$48.54 for $1.92M on Jul 20, 2026, following derivative exercises.
  • COO Hurd sold a combined 7,958 shares at ~$49.01 for $390K on Jul 15, 2026, also tied to derivative exercises.
  • Total open-market sales: ~$2.13M, or 0.016% of EQH's $13.5B market cap.
  • All sales were accompanied by same-day derivative exercises (non-cash), consistent with tax withholding and equity monetization.
  • No open-market purchases were made by any insider during this period.

Financial Impact

Insider sales of $2.13M are economically trivial for a $13.5B market cap company.

Risk Factors

  • If subsequent filings reveal larger unplanned sales by C-suite, sentiment could shift bearish.
  • CEO selling at $48.54 is near current levels; continued selling near or above $50 may indicate limited upside conviction.

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
94% bullish (18 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EQH-1784667689441
30 reports for EQH
Performance horizon
75% Hit rate 3 of 4 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 (64h 10m)

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Report published Jul 21, 2026