{"schema_version":"secwatch.filing_event.v1","accession":"0000950142-26-000871","form_type":"8-K","ticker":"EQH","cik":"0001333986","company_name":"Equitable Holdings, Inc.","filed_at":"2026-03-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.872766+00:00","generated_at":"2026-05-15T08:48:01.615800+00:00","sec_items":["1.01","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"EQH and CRBG agree to all-stock merger; EQH holders get 1.55516 HoldCo shares, own 49%","bullets":["Each EQH share converts to 1.55516 HoldCo shares; each CRBG share converts to 1 HoldCo share.","EQH stockholders will own ~49% and CRBG stockholders ~51% of combined HoldCo.","Mark Pearson (EQH CEO) to be Exec Chair; Marc Costantini (CRBG CEO) to be CEO; HQ in Houston.","Termination fee of $475M payable by either party under certain conditions; outside date Dec 26, 2026.","Conditions include HSR clearance, insurance regulator approvals, and consent from 75% of EQH advisory clients."],"urls":{"canonical":"https://secwatch.observer/filing/0000950142-26-000871","json":"https://secwatch.observer/filing/0000950142-26-000871.json","markdown":"https://secwatch.observer/filing/0000950142-26-000871.md","text":"https://secwatch.observer/filing/0000950142-26-000871.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1333986/000095014226000871/0000950142-26-000871-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1333986/000095014226000871/eh260756088_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:48:01.615800+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"09131d73416920ad3493f464f11b0a780b9a649e","claim":"Equitable Holdings, Inc. entered into Merger Agreement with Corebridge Financial, Inc., Mountain Holding, Inc., Marcy Holding, Inc., Palisade Holding, Inc. (effective 2026-03-26).","evidence_excerpt":"On March 26, 2026, Equitable Holdings, Inc., a Delaware corporation (“Equitable”), entered into an Agreement and Plan of Merger (the “Merger Agreement”), by and among Equitable, Corebridge Financial, Inc., a Delaware corporation (“Corebridge”), Mountain Holding, Inc., a newly formed Delaware corporation and wholly-owned subsidiary of Corebridge (“HoldCo”), Marcy Holding, Inc., a newly formed Delaware corporation and a wholly-owned subsidiary of HoldCo (“Equitable Merger Sub”), and Palisade Holding, Inc., a newly formed Delaware corporation and a wholly-owned subsidiary of HoldCo (“Corebridge Merger Sub”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1333986/000095014226000871/0000950142-26-000871-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"merger"},{"label":"Counterparty","value":"Corebridge Financial, Inc., Mountain Holding, Inc., Marcy Holding, Inc., Palisade Holding, Inc."},{"label":"Effective","value":"2026-03-26"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}