secwatch.observer — SEC 8-K summary
======================================

Issuer:     Equitable Holdings, Inc. (EQH)
CIK:        0001333986
Form:       8-K
Filed at:   2026-03-26T23:59:59+00:00
Accession:  0000950142-26-000871
Event type: m_and_a
Sentiment:  neutral
Materiality: 0.90
Item codes: 1.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1333986/000095014226000871/0000950142-26-000871-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1333986/000095014226000871/eh260756088_8k.htm
  HTML page:      https://secwatch.observer/filing/0000950142-26-000871

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer