Form 4: Equitable Holdings CAO Reports Share Vesting
Insider Transaction Report
Equitable Holdings' Chief Accounting Officer, William Eckert, reported the vesting of performance shares and related tax withholdings.
Summary
- William James Eckert IV, Chief Accounting Officer of Equitable Holdings, Inc. (EQH), reported transactions on March 2, 2026.
- Acquired 11,088.7556 shares of Common Stock at $0 value due to the vesting of Performance Shares.
- These Performance Shares were granted under the registrant's 2019 Omnibus Incentive Plan and earned based on performance objectives achieved between January 1, 2023, and December 31, 2025.
- Disposed of 2,450 shares of Common Stock at $40.22 per share to cover taxes upon the vesting of previous Restricted Stock Unit grants.
- Disposed of an additional 5,661 shares of Common Stock at $40.22 per share to cover taxes upon the vesting of the reported Performance Shares.
- Following these transactions, Mr. Eckert beneficially owns 22,747.2156 shares of Common Stock directly, which includes Restricted Stock Units.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a neutral to slightly positive event. The vesting of performance shares indicates the achievement of company performance targets, which is positive, while tax withholdings are a standard part of equity compensation.
Positives
- The vesting of 11,088.7556 Performance Shares indicates the achievement of specific performance objectives for the period January 1, 2023, through December 31, 2025.
Negatives
- A total of 8,111 shares (2,450 + 5,661) were withheld at a price of $40.22 per share to cover tax obligations related to the vesting of equity awards.
Key Dates
| Date | Description |
|---|---|
| 01/01/2023 | Start of performance period for Performance Shares. |
| 12/31/2025 | End of performance period for Performance Shares. |
| 03/02/2026 | Date of reported transactions, including vesting of Performance Shares and tax withholdings. |
| 03/04/2026 | Date the Form 4 was signed. |
Keywords
Equitable Holdings, EQH, Insider Transaction, Form 4, Performance Shares, Restricted Stock Units, Equity Compensation, William Eckert, Chief Accounting Officer, Share Vesting
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