Source-grounded facts extracted from Equitable Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Equitable Holdings, Inc. reported the quarter ended March 31, 2026 results: net income $621 million, EPS $2.14 per share.
“specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EQUITABLE HOLDINGS REPORTS FIRST QUARTER 2026 RESULTS _______________________________________ • Net income of $621 million, or $2.14 per share • Non-GAAP operating earnings 1 of $472 million, or $1.62 per share; Adjusting for notable items 2 , Non-GAAP operating earnings of $491 million, or $1.68 per”
Equitable Holdings, Inc. entered into Voting and Support Agreement with Nippon Life Insurance Company valued at Voting and Support Agreement entered into in connection with Merger Agreement (effective 2026-04-08).
“On April 8, 2026, Equitable Holdings, Inc., a Delaware corporation (“Equitable”), entered into a Voting and Support Agreement (the “Voting and Support Agreement”) with Nippon Life Insurance Company, a mutual company ( sougogaisha ) organized under the laws of Japan (“Nippon Life”), and Corebridge Financial, Inc., a Delaware corporation (“Corebridge”) in connection with the previously announced Agreement and Plan of Merger (the “Merger Agreement”), dated as of March 26, 2026, by and among Equitable, Corebridge, Mountain Holding, Inc., a newly formed Delaware corporation and wholly-owned subsidiary of Corebridge (“HoldCo”), Palisade Holding, Inc., a newly formed Delaware corporation and a wholly-owned subsidiary of HoldCo, and Marcy Holding, Inc., a newly formed Delaware corporation and a wholly-owned subsidiary of HoldCo.”
Equitable Holdings, Inc. entered into Merger Agreement with Corebridge Financial, Inc., Mountain Holding, Inc., Marcy Holding, Inc., Palisade Holding, Inc. (effective 2026-03-26).
“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”).”
Equitable Holdings, Inc.: Amended certificate of incorporation and bylaws to grant stockholders right to call a special meeting (effective 2025-05-28).
“Proposal 7: The Company’s stockholders approved amendments to the Company’s Certificate of Incorporation and By-laws to create a stockholder right to call a special meeting.”
Equitable Holdings, Inc.: Amended certificate of incorporation to limit liability of certain officers as permitted by Delaware law (effective 2025-05-28).
“At the Annual Meeting, the stockholders of the Company voted to approve amendments to the Company’s Second Amended and Restated Certificate of Incorporation (the “Certificate of Incorporation”) to limit the liability of certain officers as permitted by Delaware law”
Equitable Holdings, Inc. incurred debt of $500 million with The Bank of New York Mellon at 6.700% Fixed-to-Fixed Reset Rate maturing due 2055.
“On March 26, 2025, Equitable Holdings, Inc. issued $500 million aggregate principal amount of its 6.700% Fixed-to-Fixed Reset Rate Junior Subordinated Debt Securities due 2055”
Equitable Holdings, Inc. incurred term loan of $500 million maturing 364-Day.
“On February 21, 2025, subsidiaries of Equitable Holdings, Inc., a Delaware corporation (the “Company”), entered into the 364-Day Term Loan Credit Agreement (the “Term Loan Agreement”) with respect to a $500 million senior unsecured delayed-draw term loan (the “Term Loan”).”
Douglas Dachille was elected as Director at Equitable Holdings, Inc..
“Effective January 15, 2025, the Board of Directors (the “Board”) of Equitable Holdings, Inc. (the “Company”) elected Douglas Dachille as a director of the Company.”
Equitable Holdings, Inc. reported the first quarter ended March 31, 2024 results: net income Net income of $114 million, or $0.30 per share.
“Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended March 31, 2024.”
Equitable Holdings, Inc. reported quarter ended December 31, 2023 results: net income Net loss of $698 million, or $2.15 per share, EPS $2.15 per share.
“Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2023.”
Equitable Holdings, Inc. reported full year ended December 31, 2023 results: net income $1.3 billion, or $3.48 per share, EPS $3.48 per share.
“Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2023.”
Equitable Holdings, Inc. incurred credit facility of $200 million with MUFG Bank, Ltd..
“On January 23, 2024, Equitable Holdings, Inc. (the "Company") entered into a Reimbursement Agreement (the "Reimbursement Agreement") with the Subsidiary Account Parties party thereto and MUFG Bank, Ltd. (the "LC Issuer") as a letter of credit facility, pursuant to which the LC Issuer agreed to become an issuer of a letter of credit in a face amount equal to $200 million.”
Equitable Holdings, Inc. entered into Reimbursement Agreement with MUFG Bank, Ltd. valued at $200 million (effective 2024-01-23).
“On January 23, 2024, Equitable Holdings, Inc. (the "Company") entered into a Reimbursement Agreement (the "Reimbursement Agreement") with the Subsidiary Account Parties party thereto and MUFG Bank, Ltd. (the "LC Issuer") as a letter of credit facility, pursuant to which the LC Issuer agreed to become an issuer of a letter of credit in a face amount equal to $200 million.”
Equitable Holdings, Inc. reported third quarter ended September 30, 2023 results: net income Net income of $1.1 billion, EPS $3.02 per share.
“Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended September 30, 2023.”
Equitable Holdings, Inc. reported the quarter ended June 30, 2023 results: net income $759 million, EPS $2.06.
“On August 2, 2023, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended June 30, 2023.”
Equitable Holdings, Inc. shareholders approved Advisory resolution approving the compensation of the Company’s named executive officers at the 2023-05-24 meeting.
“Proposal 3: The Company’s stockholders approved an advisory resolution approving the compensation of the Company’s named executive officers. The voting results are set forth below: For Against Abstain Broker Non-Vote 313,615,571 11,148,103 340,491 10,720,640”
Equitable Holdings, Inc. shareholders approved Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal year 2023 at the 2023-05-24 meeting.
“Proposal 2: The Company’s stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for fiscal year 2023. The voting results are set forth below: For Against Abstain Broker Non-Vote 321,164,465 14,643,816 16,524 0”
Equitable Holdings, Inc. shareholders approved Election of nine director nominees at the 2023-05-24 meeting.
“Proposal 1 : The Company’s stockholders elected the nine director nominees named in the Definitive Proxy Statement to serve until the 2024 annual meeting or until their successors are elected or have been qualified. The voting results are set forth below: Director Nominee For Against Abstain Broker Non-Vote Joan Lamm-Tennant 305,843,535 17,867,808 1,392,822 10,720,640 Francis A. Hondal 322,444,813 2,396,489 262,863 10,720,640 Arlene Isaacs-Lowe 323,378,712 1,463,346 262,107 10,720,640 Daniel G. Kaye 317,915,364 6,925,735 263,066 10,720,640 Craig MacKay 324,297,410 543,468 263,287 10,720,640 Mark Pearson 323,628,539 1,207,964 267,662 10,720,640 Bertram L. Scott 307,495,466 17,344,268 264,431 10,720,640 George Stansfield 323,648,722 1,192,464 262,979 10,720,640 Charles G.T. Stonehill 323,640,397 1,203,878 259,890 10,720,640”
Equitable Holdings, Inc. amended Credit Agreement Amendment with JP Morgan Chase Bank, N.A., as Administrative Agent, and the Banks party thereto (effective 2023-05-12).
“On May 12, 2023, Equitable Holdings, Inc. (the “Company”) entered into an Amendment No. 1 (the “Credit Agreement Amendment”) to the Company’s existing Amended and Restated Credit Agreement, dated as of June 24, 2021, among the Company, Subsidiary Account Parties party thereto, the Banks party thereto, and JP Morgan Chase Bank, N.A., as the Administrative Agent”
Equitable Holdings, Inc. reported the first quarter ended March 31, 2023 results: net income $177 million, EPS $0.45.
“Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended March 31, 2023.”
Equitable Holdings, Inc. reported full year and fourth quarter ended December 31, 2022 results: net income Net income of $1.8bn; Net income per share of $4.49, EPS Net income per share of $4.49.
“On February 8, 2023, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2022.”
Equitable Holdings, Inc. incurred senior notes of $500 million aggregate principal amount with The Bank of New York Mellon at 5.594% maturing due 2033.
“On January 11, 2023, Equitable Holdings, Inc. (the “Company”) issued $500 million aggregate principal amount of its 5.594% Senior Notes due 2033 (the “Senior Notes”).”
Equitable Holdings, Inc. reported the quarter ended September 30, 2022 results: net income $273m, EPS $0.69.
“Net income of $273m; Net income per share of $0.69”
Arlene Isaacs-Lowe was elected as Director at Equitable Holdings, Inc..
“Effective July 11, 2022, the Board of Directors (the “Board”) of Equitable Holdings, Inc. (the “Company”) elected Arlene Isaacs-Lowe as a director of the Company.”
Craig MacKay was elected as director at Equitable Holdings, Inc..
“Effective June 6, 2022, the Board of Directors (the “Board”) of Equitable Holdings, Inc. (the “Company”) elected Craig MacKay as a director of the Company.”
Joan Lamm-Tennant was appointed as Chair at Equitable Holdings, Inc..
“Joan Lamm-Tennant, who currently serves on the Board, has been appointed to serve as Chair effective as of Mr. de Oliveira’s resignation.”
Ramon de Oliveira resigned as Chair and member of the Board of Directors at Equitable Holdings, Inc..
“Effective October 22, 2021, Ramon de Oliveira resigned as Chair and member of the Board of Directors (the “Board”) of Equitable Holdings, Inc. (the “Company”).”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.