EQHEquitable Holdings, Inc. · Insider ownership research

Equitable Holdings, Inc. insiders sold $30.4M in the past 12 months. How much of their stake is that?

91% was sold under disclosed trading plans, 9% with no plan disclosed. The largest seller, Mark Pearson (President and CEO, Director), sold $17.8M. 57% of these sales were shares from exercising options.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why

Updated Oct 16, 2026 from SEC filings · covers Oct 17, 2025 to Oct 16, 2026

$2.6M

sold with no plan disclosed, past 12 months

91%

of sales were under disclosed trading plans, past 12 months

8 of 17

officers and directors sold shares, past 12 months

Is this normal? In line with the past 5 years. 8 insiders sold; the average is 7 a year. Year by year

Latest filing: Filed Sep 21 for a sale on Sep 21. Bertram Scott sold 2.8K shares ($151K) with no plan disclosed. Filing

SEC ownership filings: 89 filed in the 12 months to Oct 16, 2026; 625 on record since May 9, 2018 · See the evidence

What stands out

Routine activity: 91% of sales were under disclosed plans, and no insider sold more than 1% of vested holdings.

A share of stake is shown for 0 of the 8 officers and directors who sold. 17 are left out

i

Left out: Mark Pearson, Robin Raju, Nick Lane, Jose Gonzalez, Jeffrey Hurd, Daniel Kaye, Joan Lammtennant, Seth Bernstein, George Stansfield, Charles Stonehill, Bertram Scott, Francis Hondal, Kurt Meyers, William Eckert IV, Craig MacKay, Arlene Isaacs-Lowe and Douglas Dachille (share of stake is being verified).

Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.

Mark Pearson

President and CEO, Director

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$17.8MDisclosed plan

Nick Lane

President of Equitable Financial

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$6.0M87% planned 13% no plan disclosed

Jeffrey Hurd

Chief Operating Officer

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$4.8MDisclosed plan

William Eckert IV

Chief Accounting Officer

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$823KNo plan disclosed

Charles Stonehill

Director

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$387KNo plan disclosed

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planNo plan disclosedOne dollar scale for every month; the tallest bar is labeled

Recent activity

Past 30 days, Sep 17, 2026 to Oct 16, 2026

Sep 21, 2026Bertram Scott sold 2.8K shares ($151K) with no plan disclosed.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Bertram Scott Director	2,780	$54.35	n/a	n/a	Sep 21, 2026	Sep 21, 2026

Sep 17, 2026Craig MacKay sold 2K shares ($109K) with no plan disclosed.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Craig MacKay Director	2,000	$54.27	n/a	n/a	Sep 17, 2026	Sep 18, 2026

"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Common questions

Is the Equitable Holdings, Inc. CEO selling stock?

Yes. Mark Pearson sold 397K shares ($17.8M) in the past 12 months, all of it under a trading plan disclosed in the filings.

Why are Equitable Holdings, Inc. insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 91% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 9% had no disclosed plan. A trading plan schedules sales in advance.

Are any Equitable Holdings, Inc. insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

The evidence

Who sold8 officers and directors: amount, % of holdings, trading plan

Who sold	Amount	% of holdings	Trading plan
Mark Pearson President and CEO, Director	$17.8M 397K shares	Not confirmed share of stake is being verified. Why	Disclosed plan
Nick Lane President of Equitable Financial	$6.0M 129K shares	Not confirmed share of stake is being verified. Why	87% under a disclosed plan 13% no plan disclosed
Jeffrey Hurd Chief Operating Officer	$4.8M 107K shares	Not confirmed share of stake is being verified. Why	Disclosed plan
William Eckert IV Chief Accounting Officer	$823K 19K shares	Not confirmed share of stake is being verified. Why	No plan disclosed
Charles Stonehill Director	$387K 7.5K shares	Not confirmed share of stake is being verified. Why	No plan disclosed
Bertram Scott Director	$328K 6.7K shares	Not confirmed share of stake is being verified. Why	No plan disclosed
Craig MacKay Director	$222K 4.2K shares	Not confirmed share of stake is being verified. Why	No plan disclosed
Arlene Isaacs-Lowe Director	$53K 1K shares	Not confirmed share of stake is being verified. Why	No plan disclosed

The full ownership picture0 of 17 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

Insider

Held Oct 16, 2025

Sold

Held Oct 16, 2026

Still held

Mark Pearson

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Mark Pearson are complete.

President and CEO, Director

n/a

−397K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Mark Pearson

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Mark Pearson are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−212Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
686,400	$18.74	Feb 14, 2029	$24.4M
646,400	$18.74	Feb 14, 2029	$23.0M
666,348	$21.34	Mar 1, 2028	$22.0M
457,666	$21.34	Mar 1, 2028	$15.1M

Estimate: options held × ($54.35 − strike price), using the most recent insider trade price on Form 4 (Sep 21, 2026), not a market close.

Robin Raju

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Robin Raju are complete.

Chief Financial Officer

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Robin Raju

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Robin Raju are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−47Kwithheld by the company for taxes

Nick Lane

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Nick Lane are complete.

President of Equitable Financial

n/a

−129K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Nick Lane

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Nick Lane are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−48Kwithheld by the company for taxes

Jose Gonzalez

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jose Gonzalez are complete.

Chief Legal Officer

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Jose Gonzalez

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jose Gonzalez are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Jeffrey Hurd

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jeffrey Hurd are complete.

Chief Operating Officer

n/a

−107K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Jeffrey Hurd

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jeffrey Hurd are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−43Kwithheld by the company for taxes

Daniel Kaye

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Daniel Kaye are complete.

Director

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Daniel Kaye

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Daniel Kaye are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Joan Lammtennant

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Joan Lammtennant are complete.

Director

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Joan Lammtennant

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Joan Lammtennant are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Seth Bernstein

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Seth Bernstein are complete.

Head of Asset Management

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Seth Bernstein

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Seth Bernstein are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−17Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
57,209	$18.74	Feb 14, 2029	$2.0M

Estimate: options held × ($54.35 − strike price), using the most recent insider trade price on Form 4 (Sep 21, 2026), not a market close.

George Stansfield

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for George Stansfield are complete.

Director

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for George Stansfield

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for George Stansfield are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Charles Stonehill

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Charles Stonehill are complete.

Director

n/a

−7.5K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Charles Stonehill

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Charles Stonehill are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Bertram Scott

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Bertram Scott are complete.

Director

n/a

−6.7K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Bertram Scott

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Bertram Scott are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Francis Hondal

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Francis Hondal are complete.

Director

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Francis Hondal

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Francis Hondal are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Kurt Meyers

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Kurt Meyers are complete.

Chief Legal Officer, Secretary

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Kurt Meyers

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Kurt Meyers are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−4.3Kwithheld by the company for taxes

William Eckert IV

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for William Eckert IV are complete.

Chief Accounting Officer

n/a

−19K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for William Eckert IV

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for William Eckert IV are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−8.1Kwithheld by the company for taxes

Craig MacKay

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Craig MacKay are complete.

Director

n/a

−4.2K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Craig MacKay

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Craig MacKay are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Arlene Isaacs-Lowe

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Arlene Isaacs-Lowe are complete.

Director

n/a

−1K

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Arlene Isaacs-Lowe

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Arlene Isaacs-Lowe are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Douglas Dachille

!

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Douglas Dachille are complete.

Director

n/a

0

n/a

n/a

Vesting, gifts, unvested awards and holding lines for Douglas Dachille

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Douglas Dachille are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Equitable Holdings, Inc. are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

What explains the selling$30.4M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $30.4M across 671,022 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Disclosed plan · $27.8M · 91%

9%

The lighter segment is sales with no plan disclosed in the filing ($2.6M), including tax-related sales outside a plan.

No plan disclosed · $2.6M

Sales with no 10b5-1 plan and no tax reference in the filing. $823K of it is William Eckert IV. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Nick Lane, Sep 4, 2026

Taxes

379,842 shares ($15.3M) were withheld by the company for taxes, which isn't a market sale.

Seller	Shares sold	Proceeds	Under a disclosed plan	Share of total	Sales dates
Mark Pearson President and CEO, Director	397K	$17.8M	100%	59%	Oct 20, 2025 to Jul 20, 2026
Nick Lane President of Equitable Financial	129K	$6.0M	87%	20%	Dec 18, 2025 to Sep 4, 2026
Jeffrey Hurd Chief Operating Officer	107K	$4.8M	100%	16%	Nov 17, 2025 to Aug 17, 2026
William Eckert IV Chief Accounting Officer	19K	$823K	0%	3%	Dec 10, 2025 to Aug 10, 2026
Charles Stonehill Director	7.5K	$387K	0%	1%	Aug 6, 2026 to Aug 6, 2026
Bertram Scott Director	6.7K	$328K	0%	1%	Jun 4, 2026 to Sep 21, 2026
Craig MacKay Director	4.2K	$222K	0%	0.7%	Aug 11, 2026 to Sep 17, 2026
Arlene Isaacs-Lowe Director	1K	$53K	0%	0.2%	Sep 4, 2026 to Sep 4, 2026

Sales by month

Month	Sale proceeds	Disclosed plan	To cover taxes	No plan disclosed
Oct 2025	$1.9M	$1.9M	$0	$0
Nov 2025	$2.0M	$2.0M	$0	$0
Dec 2025	$3.9M	$3.7M	$0	$203K
Jan 2026	$3.6M	$3.6M	$0	$0
Feb 2026	$3.2M	$3.2M	$0	$0
Mar 2026	$0	$0	$0	$0
Apr 2026	$5.2M	$5.2M	$0	$0
May 2026	$2.8M	$2.5M	$0	$310K
Jun 2026	$2.8M	$2.4M	$0	$361K
Jul 2026	$2.6M	$2.6M	$0	$0
Aug 2026	$1.4M	$746K	$0	$625K
Sep 2026	$1.1M	$0	$0	$1.1M
Oct 2026	$0	$0	$0	$0

Is this normal? Selling year by year5 earlier years to compare with

In line with the past 5 years. 8 insiders sold; the average is 7 a year.

12 months ending	Shares sold	Insiders who sold	Proceeds
Oct 16, 2026 Latest 12 months	671K	8	$30.4M
Oct 16, 2025 1 year earlier	626K	11	$32.2M
Oct 16, 2024 2 years earlier	750K	8	$26.7M
Oct 17, 2023 3 years earlier	87K	3	$2.5M
Oct 17, 2022 4 years earlier	584K	7	$18.3M
Oct 17, 2021 5 years earlier	425K	7	$13.6M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty17 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Equitable Holdings, Inc. are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology625 filings on record, 89 filed in the 12-month period, and how we read them

All 625 Forms 3, 4 and 5 on record for Equitable Holdings, Inc. (SEC CIK 1333986), filed from May 9, 2018 to Sep 21, 2026; 89 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages. 44 filings were left out because Equitable Holdings, Inc. filed them as an owner of another company's stock.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (12)No filing in 18 months; last reported balances, not in any total

Name	Last filed	Last reported balance
Kristi Matus	Mar 24, 2023	No balance on record
Ramon Oliveira	May 21, 2021	56,695 shares, last reported balance as of May 20, 2021
Anders Malmstrom	Mar 23, 2021	118,789 shares, last reported balance as of Mar 22, 2021
Dave Hattem	Mar 16, 2021	63,255 shares, last reported balance as of Mar 15, 2021
Kermitt Brooks	Mar 18, 2020	15,392 shares, last reported balance as of Mar 16, 2020
AXA	Dec 12, 2019	44,162,500 shares, last reported balance as of Dec 10, 2019
Andrea Nitzan	Jun 13, 2018	8,260 shares, last reported balance as of May 17, 2018
Brian Winikoff	Jun 13, 2018	29,302 shares, last reported balance as of May 17, 2018
Thomas Buberl		No balance on record
Gerald Harlin		No balance on record
Bertrand Poupart-Lafarge		No balance on record
Karima Silvent		No balance on record

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