---
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"
generated_at: "2026-05-15T08:48:01.615800+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# EQH and CRBG agree to all-stock merger; EQH holders get 1.55516 HoldCo shares, own 49%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 1.01, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950142-26-000871
- JSON: https://secwatch.observer/filing/0000950142-26-000871.json
- Plain text: https://secwatch.observer/filing/0000950142-26-000871.txt

## Key facts
- Material Agreements
  Equitable Holdings, Inc. entered into Merger Agreement with Corebridge Financial, Inc., Mountain Holding, Inc., Marcy Holding, Inc., Palisade Holding, Inc. (effective 2026-03-26).
  - Action: entry
  - Agreement: merger
  - Counterparty: Corebridge Financial, Inc., Mountain Holding, Inc., Marcy Holding, Inc., Palisade Holding, Inc.
  - Effective: 2026-03-26
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1333986/000095014226000871/0000950142-26-000871-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.