---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-162702"
form_type: "8-K"
ticker: "EQH"
cik: "0001333986"
company_name: "Equitable Holdings, Inc."
filed_at: "2024-06-17T23:59:59+00:00"
generated_at: "2026-06-01T04:03:52.438200+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Equitable upsizes tender offer to $569M, issues $600M P-Caps

## Summary
- Tender offer max purchase price increased to $569M from $500M; $1.076B total tendered across three debt series.
- Issued $600M of 4.572% P-Caps maturing May 2054 on June 11 to partially fund tender.
- Combined after-tax impact ~$10M in Q2 2024; ongoing annual impact <$1M.
- Early settlement expected June 20, 2024; final expiration July 2, 2024.
- Will retire $569M of debt, including $275M of 4.572% notes due 2029, $99M of 7% debentures due 2028, and $195M of 5% notes due 2048.

## SEC filing metadata
- accession: 0001193125-24-162702
- form_type: 8-K
- ticker: EQH
- cik: 0001333986
- company_name: Equitable Holdings, Inc.
- filed_at: 2024-06-17T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1333986/000119312524162702/0001193125-24-162702-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1333986/000119312524162702/d853356d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-162702
- JSON: https://secwatch.observer/filing/0001193125-24-162702.json
- Plain text: https://secwatch.observer/filing/0001193125-24-162702.txt

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