Equitable Holdings, Inc. (EQH)
New York City, NY, US
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.78% | -6.27% | +9.51% | -5.94% | -9.91% | -13.98% | -24.01% | +74.65% | +27.34% | +101.52% | +101.52% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 10 | 0 |
| Hold | 0 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
55.67
+16.5%
|
| Last Quarter | 5 |
57.60
+20.5%
|
| Last Year | 16 |
60.50
+26.6%
|
| All Time | 29 |
55.48
+16.1%
|
-
Revenue growth Insurance - Diversified: +15.2%-6.2% Q1'26: +8.4% (vs Q1'25)
-
EPS growth Insurance - Diversified: +25.3%-227.8% Q1'26: +1,237.5% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Diversified: +30.2%-38.6% Q1'26: +11.6% (vs Q1'25)
-
EBIT margin Insurance - Diversified: +13.5%-8.3% Q1'26: +22.4% (vs Q1'25)
-
ROIC Insurance - Diversified: +4.2%— Q1'26: -2.5% (vs Q1'25)
-
Share dilution Insurance - Diversified: +0.0%-8.2% ★ Q1'26: -9.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×-6.77× Q1'26: 1.01× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 7 EPS Ana. |
Dec 2027 6 Rev. Ana. 9 EPS Ana. |
Dec 2028 5 Rev. Ana. 5 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
12.07B
est: 12.63B (-4.4%)
|
9.62B
est: 13.25B (-27.4%)
|
12.42B
est: 13.43B (-7.6%)
|
7.61B
est: 14.35B (-46.9%)
|
12.64B
est: 13.87B (-8.8%)
|
10.53B
est: 11.52B (-8.6%)
|
12.44B
est: 14.91B (-16.6%)
|
11.67B
est: 15.01B (-22.3%)
|
15.98B
14.78B – 17.40B
+6.4% YoY
|
17.21B
15.97B – 18.53B
+7.7% YoY
|
18.87B
18.84B – 18.89B
+9.7% YoY
|
19.69B
18.53B – 20.93B
+4.4% YoY
|
| EBITDA |
3.02B
est: 3.13B (-3.8%)
|
-1.16B
est: -1.21B (+4.0%)
|
864.00M
est: 2.16B (-60.0%)
|
3.37B
est: -230.80M (+1,561.0%)
|
3.83B
est: 3.44B (+11.2%)
|
1.78B
est: 2.51B (-29.1%)
|
3.20B
est: 3.25B (-1.5%)
|
-969.00M
est: 3.27B (-129.6%)
|
3.48B
3.22B – 3.79B
+6.4% YoY
|
3.75B
3.48B – 4.03B
+7.7% YoY
|
4.11B
4.10B – 4.11B
+9.7% YoY
|
4.29B
4.03B – 4.56B
+4.4% YoY
|
| EBIT |
2.72B
est: 2.11B (+29.0%)
|
-1.84B
est: 2.21B (-183.1%)
|
-893.00M
est: 2.24B (-139.8%)
|
2.85B
est: 2.40B (+19.1%)
|
3.19B
est: 2.32B (+37.8%)
|
966.00M
est: 1.90B (-49.1%)
|
2.34B
est: 2.46B (-4.9%)
|
-969.00M
est: 2.47B (-139.2%)
|
2.63B
2.43B – 2.87B
+6.4% YoY
|
2.84B
2.63B – 3.05B
+7.7% YoY
|
3.11B
3.10B – 3.11B
+9.7% YoY
|
3.24B
3.05B – 3.45B
+4.4% YoY
|
| Net Income |
1.86B
est: 1.25B (+48.1%)
|
-1.76B
est: -1.47B (-20.2%)
|
-648.00M
est: 498.85M (-229.9%)
|
1.76B
est: -662.28M (+365.0%)
|
2.15B
est: 1.69B (+27.1%)
|
1.30B
est: 739.85M (+76.0%)
|
1.31B
est: 1.79B (-27.0%)
|
-1.38B
est: 1.68B (-182.0%)
|
2.12B
2.08B – 2.17B
+26.2% YoY
|
2.61B
2.56B – 2.66B
+22.9% YoY
|
2.96B
2.08B – 3.84B
+13.5% YoY
|
3.61B
3.33B – 3.90B
+22.0% YoY
|
| SGA |
2.08B
est: 2.70B (-23.1%)
|
2.08B
est: 1.77B (+17.7%)
|
2.10B
est: 1.81B (+15.9%)
|
2.36B
est: 1.93B (+22.3%)
|
2.20B
est: 2.97B (-25.9%)
|
2.33B
est: 2.08B (+12.0%)
|
2.44B
est: 2.69B (-9.3%)
|
—
est: 2.71B (-100.0%)
|
2.88B
2.66B – 3.14B
+6.4% YoY
|
3.10B
2.88B – 3.34B
+7.7% YoY
|
3.40B
3.40B – 3.41B
+9.7% YoY
|
3.55B
3.34B – 3.77B
+4.4% YoY
|
| EPS |
3.27
est: 3.86 (-15.2%)
|
-3.51
est: 4.68 (-175.1%)
|
-1.56
est: 4.56 (-134.2%)
|
-1.24
est: 6.51 (-119.0%)
|
5.49
est: 5.22 (+5.2%)
|
3.49
est: 2.48 (+41.0%)
|
3.82
est: 6.01 (-36.4%)
|
-4.83
est: 5.63 (-185.8%)
|
7.10
6.96 – 7.28
+26.2% YoY
|
8.76
8.58 – 8.92
+23.3% YoY
|
10.35
6.97 – 12.89
+18.2% YoY
|
12.11
11.18 – 13.10
+17.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Mizuho | Outperform | Outperform | Maintain |
| 2026-05-06 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
| 2026-05-05 | Barclays | Overweight | Overweight | Maintain |
| 2026-04-29 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-04-16 | Raymond James | Market Perform | Strong Buy | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-15 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 10 | 313.16M | 59.20% | 313.16M | — | 313.16M | — | CO | France | 2019-02-01 | ↗ |
| 2 | 90-0226248 | 170.12M | 59.60% | 53.78M | — | 53.78M | 11.00 | HC, CO | — | 2024-11-06 | ↗ |
| 3 | 83-2796390 | 74.41M | 26.00% | 74.41M | — | 74.41M | 11.00 | HC, CO | — | 2024-11-06 | ↗ |
| 4 | 68-0461436 | 41.93M | 14.70% | 41.93M | — | 41.93M | 11.00 | HC, CO | — | 2024-11-06 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 41.43M | 10.63% | — | 337.7K | 40.57M | 855.4K | IA | Pennsylvania | 2022-03-09 | ↗ |
| 6 | (1) BlackRock, Inc. | 33.21M | 8.20% | 29.53M | — | 33.21M | — | HC | Delaware | 2022-02-03 | ↗ |
| 7 | 52-0556948 | 32.67M | 8.80% | 18.61M | — | 32.67M | — | IA | Maryland | 2023-02-14 | ↗ |
| 8 | PZENA INVESTMENT MANAGEMENT, LLC | 26.76M | 7.90% | 22.73M | — | 26.76M | — | IA | DELAWARE | 2024-02-08 | ↗ |
| 9 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 23.62M | 5.83% | — | — | 23.59M | 32.4K | OO | NORWAY | 2022-02-09 | ↗ |
| 10 | Wellington Group Holdings LLP | 19.01M | 5.14% | — | 16.89M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 11 | Wellington Investment Advisors Holdings LLP | 19.01M | 5.14% | — | 16.89M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 12 | Wellington Management Group LLP | 19.01M | 5.14% | — | 16.89M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 13 | Canada Pension Plan Investment Board | 18.17M | 5.40% | 18.17M | — | — | — | FI | : | 2024-02-14 | ↗ |
| 14 | 98-0557567 | 13.46M | 3.30% | 13.09M | — | 13.46M | — | IA, HC | Bermuda | 2022-01-31 | ↗ |
| 15 | AXA S.A. | — | 0.00% | — | — | — | — | CO | France | 2021-05-20 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 30.63M -1.5M (-4.7%) | 1.46B -171.8M (-10.5%) | 10.73% +0.133 pp | 0.02% -0.003 pp | USD15.43 +208.8% | 24 qtrs — |
| 2 | BLACKROCK, INC. | 27.32M -1.7M (-5.8%) | 1.30B -170.1M (-11.6%) | 9.57% +0.009 pp | 0.02% -0.004 pp | USD42.21 +12.9% | 6 qtrs — |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 19.28M +1.8M (+10.1%) | 918.89M +29.8M (+3.4%) | 6.75% +0.980 pp | 0.61% -0.010 pp | USD19.64 +142.6% | 24 qtrs — |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | 17.26M +1.1M (+7.0%) | 822.35M +3.5M (+0.4%) | 6.04% +0.727 pp | 0.09% +0.001 pp | USD20.50 +132.4% | 24 qtrs — |
| 5 | CAPITAL INTERNATIONAL INVESTORS | 13.55M +2.5M (+23.0%) | 645.45M +86.2M (+15.4%) | 4.47% +0.835 pp | 0.10% +0.011 pp | USD49.99 -4.7% | 7 qtrs — |
| 6 | STATE STREET CORP | 12.23M -37.4K (-0.3%) | 582.92M -40.2M (-6.4%) | 4.28% +0.238 pp | 0.02% -0.002 pp | USD21.77 +118.9% | 24 qtrs — |
| 7 | NORGES BANK | 11.56M +11.6M (+100.0%) | 550.99M +551.0M (+100.0%) | 3.81% +3.814 pp | 0.06% +0.059 pp | USD47.65 +0.0% | 1 qtrs NEW |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 8.30M -4.1M (-32.9%) | 395.72M -233.2M (-37.1%) | 2.74% -1.346 pp | 0.07% -0.041 pp | USD38.60 +23.4% | 24 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 6.36M -25.6K (-0.4%) | 307.44M -20.7M (-6.3%) | 2.23% +0.122 pp | 0.02% -0.002 pp | USD30.74 +55.0% | 24 qtrs — |
| 10 | THORNBURG INVESTMENT MANAGEMENT INC | 4.89M +22.1K (+0.5%) | 233.00M -14.2M (-5.7%) | 1.61% +0.007 pp | 2.94% -0.285 pp | USD15.26 +212.3% | 24 qtrs — |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.82M +193.6K (+4.2%) | 229.81M -5.3M (-2.2%) | 1.59% +0.064 pp | 0.07% +0.001 pp | USD29.24 +63.0% | 24 qtrs — |
| 12 | INVESCO LTD. | 4.59M -117.9K (-2.5%) | 218.83M -20.4M (-8.5%) | 1.61% +0.055 pp | 0.03% -0.004 pp | USD18.12 +163.0% | 24 qtrs — |
| 13 | PZENA INVESTMENT MANAGEMENT LLC | 4.33M +28.3K (+0.7%) | 206.10M -12.1M (-5.5%) | 1.43% +0.009 pp | 0.62% -0.088 pp | USD19.06 +150.0% | 24 qtrs — |
| 14 | DIAMOND HILL CAPITAL MANAGEMENT INC | 4.29M +2.3M (+114.8%) | 204.64M +103.1M (+101.5%) | 1.42% +0.757 pp | 1.05% +0.567 pp | USD49.11 -3.0% | 2 qtrs — |
| 15 | CONIFER MANAGEMENT, L.L.C. | 4.20M +— (+0.0%) | 200.13M -13.1M (-6.2%) | 1.39% +0.000 pp | 33.16% -0.640 pp | USD20.50 +132.4% | 24 qtrs — |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 3.97M -14.8K (-0.4%) | 189.91M -14.8M (-7.2%) | 1.31% -0.005 pp | 0.16% -0.016 pp | USD50.13 -4.9% | 24 qtrs — |
| 17 | NORTHERN TRUST CORP | 3.88M -174.9K (-4.3%) | 184.89M -21.0M (-10.2%) | 1.28% -0.058 pp | 0.02% -0.003 pp | USD27.22 +75.1% | 24 qtrs — |
| 18 | BOSTON PARTNERS | 3.55M -82.8K (-2.3%) | 169.37M -15.3M (-8.3%) | 1.17% -0.027 pp | 0.18% -0.014 pp | USD53.70 -11.3% | 4 qtrs — |
| 19 | DIMENSIONAL FUND ADVISORS LP | 3.43M -207.5K (-5.7%) | 163.31M -21.3M (-11.5%) | 1.13% -0.068 pp | 0.03% -0.005 pp | USD26.28 +81.3% | 24 qtrs — |
| 20 | MORGAN STANLEY | 3.25M -765.7K (-19.1%) | 154.88M -49.1M (-24.1%) | 1.14% -0.186 pp | 0.01% -0.003 pp | USD33.57 +41.9% | 24 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 2.94M -46.1K (-1.5%) | 140.27M -11.6M (-7.6%) | 0.97% -0.015 pp | 0.03% -0.005 pp | USD29.66 +60.7% | 24 qtrs — |
| 22 | FMR LLC | 2.85M -18.6K (-0.6%) | 135.62M -9.9M (-6.8%) | 0.94% -0.006 pp | 0.01% -0.001 pp | USD47.42 +0.5% | 24 qtrs — |
| 23 | BANK OF MONTREAL /CAN/ | 2.42M +2.4M (+7,955.4%) | 116.59M +115.1M (+7,527.1%) | 0.80% +0.790 pp | 0.04% +0.040 pp | USD47.57 +0.2% | 24 qtrs — |
| 24 | FIRST TRUST ADVISORS LP | 2.13M -257.4K (-10.8%) | 101.41M -19.7M (-16.3%) | 0.70% -0.085 pp | 0.07% -0.017 pp | USD29.66 +60.7% | 24 qtrs — |
| 25 | FEDERATED HERMES, INC. | 2.13M -41.8K (-1.9%) | 101.37M -8.8M (-8.0%) | 0.70% -0.014 pp | 0.17% -0.025 pp | USD48.04 -0.8% | 24 qtrs — |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 2.06M -71.6K (-3.4%) | 98.13M -10.1M (-9.3%) | 0.68% -0.024 pp | 0.05% -0.005 pp | USD38.04 +25.3% | 23 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.99M -63.9K (-3.1%) | 94.98M -9.5M (-9.1%) | 0.66% -0.021 pp | 0.01% -0.002 pp | USD18.59 +156.3% | 24 qtrs — |
| 28 | WOODLINE PARTNERS LP | 1.90M +1.9M (+100.0%) | 90.75M +90.7M (+100.0%) | 0.67% +0.667 pp | 0.35% +0.352 pp | USD47.65 +0.0% | 8 qtrs — |
| 29 | UBS ASSET MANAGEMENT AMERICAS INC | 1.90M -99.0K (-5.0%) | 90.34M -11.0M (-10.8%) | 0.63% -0.033 pp | 0.02% -0.003 pp | USD34.71 +37.3% | 25 qtrs — |
| 30 | NUVEEN, LLC | 1.85M -128.7K (-6.5%) | 88.15M -12.3M (-12.3%) | 0.65% -0.005 pp | 0.02% -0.003 pp | USD52.01 -8.4% | 4 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 1.84M -511.1K (-21.7%) | 87.71M -31.7M (-26.6%) | 0.64% -0.131 pp | 0.01% -0.004 pp | USD44.66 +6.7% | 24 qtrs — |
| 32 | D. E. SHAW & CO., INC. | 1.62M +699.8K (+76.1%) | 77.18M +30.5M (+65.2%) | 0.53% +0.231 pp | 0.04% +0.016 pp | USD49.54 -3.8% | 3 qtrs — |
| 33 | LEGAL & GENERAL GROUP PLC | 1.43M -99.4K (-6.5%) | 68.12M -9.5M (-12.3%) | 0.47% -0.033 pp | 0.02% -0.002 pp | USD17.92 +165.9% | 24 qtrs — |
| 34 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 1.33M -578.2K (-30.3%) | 63.45M -33.5M (-34.6%) | 0.44% -0.191 pp | 0.09% -0.050 pp | USD51.53 -7.5% | 24 qtrs — |
| 35 | TCW GROUP INC | 1.31M +461.6K (+54.4%) | 62.41M +19.3M (+44.9%) | 0.46% +0.179 pp | 0.45% +0.086 pp | USD49.60 -3.9% | 18 qtrs — |
| 36 | ALGEBRIS (UK) LTD | 1.29M +581.5K (+81.6%) | 61.69M +25.5M (+70.6%) | 0.43% +0.192 pp | 4.84% +0.742 pp | USD43.63 +9.2% | 24 qtrs — |
| 37 | AMERIPRISE FINANCIAL INC | 1.20M +70.4K (+6.2%) | 57.17M -178.5K (-0.3%) | 0.40% +0.023 pp | 0.01% 0.000 pp | USD31.30 +52.2% | 24 qtrs — |
| 38 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.19M -711.3K (-37.5%) | 56.92M -36.6M (-39.1%) | 0.42% -0.210 pp | 0.09% -0.058 pp | USD51.95 -8.3% | 17 qtrs — |
| 39 | ACADIAN ASSET MANAGEMENT LLC | 1.18M -1.4M (-54.7%) | 56.33M -76.2M (-57.5%) | 0.39% -0.471 pp | 0.09% -0.139 pp | USD42.35 +12.5% | 10 qtrs — |
| 40 | MILLENNIUM MANAGEMENT LLC | 1.14M -362.0K (-24.1%) | 54.34M -22.0M (-28.8%) | 0.40% -0.096 pp | 0.02% -0.010 pp | USD48.67 -2.1% | 24 qtrs — |
| 41 | AQR CAPITAL MANAGEMENT LLC | 1.10M -78.5K (-6.7%) | 52.37M -7.4M (-12.4%) | 0.36% -0.026 pp | 0.03% -0.011 pp | USD44.07 +8.1% | 24 qtrs — |
| 42 | CITADEL ADVISORS LLC | 1.05M +974.7K (+1,228.2%) | 50.23M +46.2M (+1,146.3%) | 0.37% +0.343 pp | 0.01% +0.007 pp | USD47.98 -0.7% | 24 qtrs — |
| 43 | JPMORGAN CHASE & CO | 1.04M -398.8K (-27.8%) | 49.46M -23.5M (-32.2%) | 0.34% -0.132 pp | 0.00% -0.001 pp | USD45.52 +4.7% | 24 qtrs — |
| 44 | — | 1.02M +1.0M (+100.0%) | 49.21M +49.2M (+100.0%) | 0.34% +0.338 pp | 0.14% +0.140 pp | USD47.65 +0.0% | 1 qtrs NEW |
| 45 | UBS GROUP AG | 1.01M +497.2K (+97.2%) | 48.07M +22.1M (+85.0%) | 0.35% +0.185 pp | 0.01% +0.004 pp | USD44.99 +5.9% | 24 qtrs — |
| 46 | CI INVESTMENTS INC. | 994.3K -126.5K (-11.3%) | 47.38M -9.5M (-16.8%) | 0.33% -0.042 pp | 0.21% +0.001 pp | USD24.75 +92.5% | 24 qtrs — |
| 47 | AMUNDI | 987.0K +106.5K (+12.1%) | 47.03M +2.2M (+4.9%) | 0.35% +0.055 pp | 0.01% -0.002 pp | USD41.77 +14.1% | 19 qtrs — |
| 48 | LONDON CO OF VIRGINIA | 970.9K -264.3K (-21.4%) | 46.26M -16.5M (-26.2%) | 0.34% -0.067 pp | 0.27% -0.079 pp | USD50.91 -6.4% | 3 qtrs — |
| 49 | SG AMERICAS SECURITIES, LLC | 893.9K +890.4K (+25,519.8%) | 42.59M +42.4M (+23,963.8%) | 0.29% +0.294 pp | 0.05% +0.054 pp | USD47.65 +0.0% | 23 qtrs — |
| 50 | RHUMBLINE ADVISERS | 862.1K -42.8K (-4.7%) | 41.08M -4.9M (-10.6%) | 0.30% +0.004 pp | 0.03% -0.004 pp | USD30.02 +58.7% | 25 qtrs — |
| 51 | CLOSE ASSET MANAGEMENT LTD | 860.9K -27.1K (-3.1%) | 41.02M -4.1M (-9.0%) | 0.28% -0.009 pp | 0.91% -0.093 pp | USD50.78 -6.2% | 2 qtrs — |
| 52 | HSBC HOLDINGS PLC | 826.0K -63.0K (-7.1%) | 39.55M -5.8M (-12.7%) | 0.29% -0.004 pp | 0.02% -0.005 pp | USD32.93 +44.7% | 24 qtrs — |
| 53 | SWISS NATIONAL BANK | 820.8K -55.2K (-6.3%) | 39.11M -5.4M (-12.1%) | 0.27% -0.018 pp | 0.02% -0.003 pp | USD28.57 +66.8% | 11 qtrs — |
| 54 | DEUTSCHE BANK AG\ | 788.5K +75.9K (+10.6%) | 37.57M +1.4M (+3.8%) | 0.26% +0.025 pp | 0.01% +0.000 pp | USD36.21 +31.6% | 24 qtrs — |
| 55 | BANK OF AMERICA CORP /DE/ | 767.8K -125.4K (-14.0%) | 36.58M -8.8M (-19.3%) | 0.27% -0.026 pp | 0.00% 0.000 pp | USD48.59 -1.9% | 24 qtrs — |
| 56 | LAZARD ASSET MANAGEMENT LLC | 720.6K +176.5K (+32.4%) | 34.34M +6.7M (+24.3%) | 0.25% +0.073 pp | 0.06% +0.021 pp | USD49.26 -3.3% | 24 qtrs — |
| 57 | FIERA CAPITAL CORP | 683.7K +164.0K (+31.6%) | 32.58M +6.2M (+23.5%) | 0.23% +0.054 pp | 0.10% +0.018 pp | USD54.07 -11.9% | 3 qtrs — |
| 58 | BRUNI J V & CO /CO | 675.2K +542.0 (+0.1%) | 32.17M -2.1M (-6.1%) | 0.22% +0.000 pp | 3.16% -0.299 pp | USD52.36 -9.0% | 4 qtrs — |
| 59 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 674.3K -38.1K (-5.4%) | 32.13M -4.0M (-11.2%) | 0.22% -0.013 pp | 0.02% -0.002 pp | USD19.18 +148.4% | 24 qtrs — |
| 60 | QUBE RESEARCH & TECHNOLOGIES LTD | 668.1K +668.1K (+100.0%) | 31.84M +31.8M (+100.0%) | 0.22% +0.220 pp | 0.03% +0.032 pp | USD47.65 +0.0% | 24 qtrs — |
| 61 | ENSIGN PEAK ADVISORS, INC | 651.4K -360.6K (-35.6%) | 31.04M -20.4M (-39.6%) | 0.21% -0.119 pp | 0.05% -0.030 pp | USD27.91 +70.7% | 25 qtrs — |
| 62 | AUSTRALIANSUPER PTY LTD | 639.2K -70.7K (-10.0%) | 30.46M -5.6M (-15.5%) | 0.21% -0.023 pp | 0.14% -0.024 pp | USD49.62 -4.0% | 6 qtrs — |
| 63 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 615.5K +24.8K (+4.2%) | 29.33M -664.7K (-2.2%) | 0.20% +0.008 pp | 0.06% -0.006 pp | USD38.88 +22.6% | 24 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 578.3K -83.4K (-12.6%) | 27.56M -6.0M (-18.0%) | 0.20% -0.016 pp | 0.01% -0.001 pp | USD39.22 +21.5% | 24 qtrs — |
| 65 | SEI INVESTMENTS CO | 574.0K +17.6K (+3.2%) | 27.35M -902.1K (-3.2%) | 0.19% +0.006 pp | 0.03% -0.003 pp | USD34.56 +37.9% | 24 qtrs — |
| 66 | NATIONAL PENSION SERVICE | 558.8K +58.4K (+11.7%) | 26.63M +1.2M (+4.8%) | 0.18% +0.019 pp | 0.02% +0.000 pp | USD44.23 +7.7% | 12 qtrs — |
| 67 | BRIDGEWATER ASSOCIATES, LP | 546.2K -3.7K (-0.7%) | 26.03M -1.9M (-6.8%) | 0.18% -0.001 pp | 0.09% -0.015 pp | USD50.52 -5.7% | 6 qtrs — |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 542.6K -8.2K (-1.5%) | 25.85M -2.1M (-7.6%) | 0.18% -0.003 pp | 0.03% -0.003 pp | USD18.21 +161.7% | 24 qtrs — |
| 69 | ADVENT INTERNATIONAL CORP/MA | 534.5K +4.9K (+0.9%) | 25.47M -1.4M (-5.3%) | 0.18% +0.002 pp | 0.53% -0.014 pp | USD50.75 -6.1% | 2 qtrs — |
| 70 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 522.7K -91.5K (-14.9%) | 25.06M -6.1M (-19.6%) | 0.17% -0.030 pp | 0.02% -0.005 pp | USD30.57 +55.9% | 24 qtrs — |
| 71 | BARCLAYS PLC | 523.3K +21.8K (+4.3%) | 24.93M +3.9M (+18.3%) | 0.18% +0.018 pp | 0.01% +0.001 pp | USD42.60 +11.9% | 16 qtrs — |
| 72 | SWEDBANK AB | 509.9K -212.8K (-29.4%) | 24.30M -12.4M (-33.8%) | 0.17% -0.070 pp | 0.02% -0.014 pp | USD32.20 +48.0% | 20 qtrs — |
| 73 | JAIN GLOBAL LLC | 494.5K +494.5K (+100.0%) | 23.57M +23.6M (+100.0%) | 0.17% +0.173 pp | 0.11% +0.114 pp | USD47.65 +0.0% | 5 qtrs — |
| 74 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 473.7K -14.4K (-3.0%) | 22.57M -2.2M (-8.9%) | 0.16% -0.002 pp | 0.01% -0.001 pp | USD45.42 +4.9% | 7 qtrs — |
| 75 | FRANKLIN RESOURCES INC | 469.6K +760.0 (+0.2%) | 22.38M -1.4M (-6.0%) | 0.15% +0.000 pp | 0.01% 0.000 pp | USD37.89 +25.8% | 24 qtrs — |
| 76 | WORLDQUANT MILLENNIUM ADVISORS LLC | 457.6K +288.0K (+169.8%) | 21.81M +13.2M (+153.2%) | 0.16% +0.104 pp | 0.08% +0.047 pp | USD48.81 -2.4% | 2 qtrs — |
| 77 | DNB ASSET MANAGEMENT AS | 443.9K -135.4K (-23.4%) | 21.15M -8.3M (-28.1%) | 0.15% -0.045 pp | 0.07% -0.036 pp | USD46.64 +2.2% | 24 qtrs — |
| 78 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 430.1K -169.3K (-28.2%) | 20.49M -9.9M (-32.7%) | 0.14% -0.056 pp | 0.01% -0.007 pp | USD20.69 +130.3% | 24 qtrs — |
| 79 | RAYMOND JAMES FINANCIAL INC | 423.0K -162.0K (-27.7%) | 20.16M -9.6M (-32.2%) | 0.14% -0.053 pp | 0.01% -0.003 pp | USD48.41 -1.6% | 5 qtrs — |
| 80 | HG VORA CAPITAL MANAGEMENT, LLC | 400.0K -400.0K (-50.0%) | 19.06M -21.6M (-53.1%) | 0.13% -0.132 pp | 7.20% +1.692 pp | USD50.78 -6.2% | 2 qtrs — |
| 81 | CITIGROUP INC | 398.6K +1.7K (+0.4%) | 18.99M -1.2M (-5.8%) | 0.13% +0.001 pp | 0.01% -0.001 pp | USD41.94 +13.6% | 24 qtrs — |
| 82 | JANE STREET GROUP, LLC | 387.6K -200.5K (-34.1%) | 18.47M -11.4M (-38.2%) | 0.14% -0.058 pp | 0.00% -0.002 pp | USD50.93 -6.4% | 24 qtrs — |
| 83 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 385.8K +13.0K (+3.5%) | 18.38M -546.8K (-2.9%) | 0.13% +0.004 pp | 0.27% -0.007 pp | USD55.82 -14.6% | 3 qtrs — |
| 84 | AMERICAN CENTURY COMPANIES INC | 380.3K -324.3K (-46.0%) | 18.12M -17.7M (-49.3%) | 0.13% -0.107 pp | 0.01% -0.009 pp | USD43.83 +8.7% | 24 qtrs — |
| 85 | FOUR TREE ISLAND ADVISORY LLC | 361.6K +3.1K (+0.9%) | 17.23M -938.2K (-5.2%) | 0.12% +0.001 pp | 9.51% -2.070 pp | USD47.35 +0.6% | 5 qtrs — |
| 86 | MAN GROUP PLC | 347.6K +84.0K (+31.9%) | 16.57M +3.2M (+23.7%) | 0.11% +0.028 pp | 0.03% +0.005 pp | USD50.67 -6.0% | 24 qtrs — |
| 87 | ALLIANZ ASSET MANAGEMENT GMBH | 346.6K +69.2K (+25.0%) | 16.51M +2.4M (+17.3%) | 0.11% +0.023 pp | 0.02% +0.001 pp | USD38.83 +22.7% | 24 qtrs — |
| 88 | RETIREMENT SYSTEMS OF ALABAMA | 343.9K -18.3K (-5.0%) | 16.39M -2.0M (-10.9%) | 0.11% -0.006 pp | 0.05% -0.008 pp | USD50.78 -6.2% | 9 qtrs — |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND | 337.0K -2.1K (-0.6%) | 16.06M -1.2M (-6.7%) | 0.11% -0.001 pp | 0.02% -0.001 pp | USD33.22 +43.4% | 24 qtrs — |
| 90 | ENGINEERS GATE MANAGER LP | 331.5K +114.8K (+53.0%) | 15.80M +4.8M (+43.5%) | 0.11% +0.038 pp | 0.19% +0.061 pp | USD49.52 -3.8% | 24 qtrs — |
| 91 | PRANA CAPITAL MANAGEMENT, LP | 324.0K +114.2K (+54.4%) | 15.44M +4.8M (+44.9%) | 0.11% +0.038 pp | 0.56% +0.205 pp | USD51.58 -7.6% | 3 qtrs — |
| 92 | SOUTH DAKOTA INVESTMENT COUNCIL | 319.2K +12.8K (+4.2%) | 15.21M -347.0K (-2.2%) | 0.11% +0.004 pp | 0.29% -0.013 pp | USD51.73 -7.9% | 4 qtrs — |
| 93 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 312.0K +36.1K (+13.1%) | 14.97M +958.3K (+6.8%) | 0.10% +0.012 pp | 0.01% +0.000 pp | USD33.91 +40.5% | 24 qtrs — |
| 94 | POINT72 ASSET MANAGEMENT, L.P. | 312.6K +112.3K (+56.1%) | 14.89M +4.7M (+46.4%) | 0.10% +0.037 pp | 0.02% 0.000 pp | USD49.66 -4.0% | 2 qtrs — |
| 95 | COMMUNITY TRUST & INVESTMENT CO | 301.4K +1.2K (+0.4%) | 14.36M -881.1K (-5.8%) | 0.10% +0.000 pp | 0.76% -0.061 pp | USD30.15 +58.0% | 18 qtrs — |
| 96 | MITSUBISHI UFJ TRUST & BANKING CORP | 300.7K -130.2K (-30.2%) | 14.33M -7.6M (-34.5%) | 0.10% -0.043 pp | 0.03% -0.014 pp | USD28.89 +64.9% | 24 qtrs — |
| 97 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 298.8K +91.0K (+43.8%) | 14.24M +3.7M (+35.0%) | 0.10% +0.030 pp | 0.02% -0.011 pp | USD48.89 -2.5% | 24 qtrs — |
| 98 | BROWN ADVISORY INC | 295.4K -22.2K (-7.0%) | 14.08M -2.1M (-12.7%) | 0.10% -0.007 pp | 0.02% -0.001 pp | USD52.52 -9.3% | 4 qtrs — |
| 99 | ENVESTNET ASSET MANAGEMENT INC | 292.9K -93.4K (-24.2%) | 13.96M -5.7M (-28.9%) | 0.10% -0.025 pp | 0.00% -0.002 pp | USD45.30 +5.2% | 24 qtrs — |
| 100 | ALLIANCEBERNSTEIN L.P. | 282.4K -11.9K (-4.1%) | 13.46M -1.5M (-10.0%) | 0.10% +0.002 pp | 0.00% -0.001 pp | USD32.01 +48.9% | 24 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 27,200 | 23.18 | 630.5K | 828,883 | D | ↗ |
| 2026-04-15 | Pearson Mark | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 1,387 | 23.18 | 32.2K | 108,800 | D | ↗ |
| 2026-04-15 | Lane Nick | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 10,000 | 23.18 | 231.8K | 4,417 | D | ↗ |
| 2026-04-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 5,000 | 40.44 | 202.2K | 84,403 | D | ↗ |
| 2026-04-08 | Pearson Mark | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 25,813 | 23.18 | 598.3K | 110,187 | D | ↗ |
| 2026-04-08 | Lane Nick | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 10,000 | 23.18 | 231.8K | 14,417 | D | ↗ |
| 2026-04-08 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 9,358 | 40.06 | 374.8K | 94,403 | D | ↗ |
| 2026-03-12 | Raju Robin M | Officer | A-Award | A | Common Stock | 392 | 0.00 | — | 185,774 | D | ↗ |
| 2026-03-12 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,660 | 0.00 | — | 814,183 | D | ↗ |
| 2026-03-12 | Meyers Kurt | Officer | A-Award | A | Common Stock | 241 | 0.00 | — | 34,167 | D | ↗ |
| 2026-03-12 | Lane Nick | Officer | A-Award | A | Common Stock | 384 | 0.00 | — | 124,218 | D | ↗ |
| 2026-03-12 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 332 | 0.00 | — | 94,403 | D | ↗ |
| 2026-03-12 | Eckert William James IV | Officer | A-Award | A | Common Stock | 59 | 0.00 | — | 22,806 | D | ↗ |
| 2026-03-12 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 127 | 0.00 | — | 55,735 | D | ↗ |
| 2026-03-02 | Raju Robin M | Officer | F-InKind | D | Common Stock | 15,186 | 40.22 | 610.8K | 154,628 | D | ↗ |
| 2026-03-02 | Pearson Mark | Director / Officer | F-InKind | D | Common Stock | 144,430 | 40.22 | 5.81M | 812,523 | D | ↗ |
| 2026-03-02 | Meyers Kurt | Officer | F-InKind | D | Common Stock | 2,944 | 40.22 | 118.4K | 33,926 | D | ↗ |
| 2026-03-02 | Lane Nick | Officer | F-InKind | D | Common Stock | 15,401 | 40.22 | 619.4K | 92,475 | D | ↗ |
| 2026-03-02 | HURD JEFFREY J | Officer | F-InKind | D | Common Stock | 13,288 | 40.22 | 534.4K | 65,727 | D | ↗ |
| 2026-03-02 | Eckert William James IV | Officer | F-InKind | D | Common Stock | 2,450 | 40.22 | 98.5K | 17,319 | D | ↗ |
| 2026-03-02 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 20,452 | 0.00 | — | 66,918 | D | ↗ |
| 2026-02-18 | Pearson Mark | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 27,200 | 23.18 | 630.5K | 136,000 | D | ↗ |
| 2026-02-17 | Lane Nick | Officer | S-Sale | D | Common Stock | 3,530 | 45.31 | 159.9K | 107,876 | D | ↗ |
| 2026-02-11 | Raju Robin M | Officer | A-Award | A | Common Stock | 29,226 | 45.85 | 1.34M | 169,814 | D | ↗ |
| 2026-02-11 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 123,010 | 45.85 | 5.64M | 775,955 | D | ↗ |
| 2026-02-11 | Meyers Kurt | Officer | A-Award | A | Common Stock | 9,597 | 45.85 | 440.0K | 31,497 | D | ↗ |
| 2026-02-11 | Lane Nick | Officer | A-Award | A | Common Stock | 27,918 | 45.85 | 1.28M | 127,876 | D | ↗ |
| 2026-02-11 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 23,992 | 45.85 | 1.10M | 79,015 | D | ↗ |
| 2026-02-11 | Eckert William James IV | Officer | A-Award | A | Common Stock | 4,144 | 45.85 | 190.0K | 19,769 | D | ↗ |
| 2026-02-11 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 8,725 | 45.85 | 400.0K | 52,215 | D | ↗ |
| 2026-01-20 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 27,200 | 23.18 | 630.5K | 692,645 | D | ↗ |
| 2026-01-15 | Lane Nick | Officer | S-Sale | D | Common Stock | 10,000 | 47.65 | 476.5K | 99,958 | D | ↗ |
| 2026-01-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,790 | 47.65 | 323.6K | 55,023 | D | ↗ |
| 2025-12-18 | Pearson Mark | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 27,200 | 23.18 | 630.5K | 190,400 | D | ↗ |
| 2025-12-18 | Lane Nick | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 10,000 | 23.18 | 231.8K | 44,417 | D | ↗ |
| 2025-12-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,790 | 48.35 | 328.3K | 61,813 | D | ↗ |
| 2025-12-10 | Eckert William James IV | Officer | S-Sale | D | Common Stock | 4,300 | 47.27 | 203.3K | 15,625 | D | ↗ |
| 2025-12-01 | Raju Robin M | Officer | A-Award | A | Common Stock | 330 | 0.00 | — | 140,588 | D | ↗ |
| 2025-12-01 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,405 | 0.00 | — | 677,945 | D | ↗ |
| 2025-12-01 | Meyers Kurt | Officer | A-Award | A | Common Stock | 164 | 0.00 | — | 21,900 | D | ↗ |
| 2025-12-01 | Lane Nick | Officer | A-Award | A | Common Stock | 333 | 0.00 | — | 139,958 | D | ↗ |
| 2025-12-01 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 295 | 0.00 | — | 68,603 | D | ↗ |
| 2025-12-01 | Eckert William James IV | Officer | A-Award | A | Common Stock | 54 | 0.00 | — | 19,925 | D | ↗ |
| 2025-12-01 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 115 | 0.00 | — | 43,490 | D | ↗ |
| 2025-11-18 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 3,735 | 43.53 | 162.6K | 676,540 | D | ↗ |
| 2025-11-17 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 3,000 | 43.88 | 131.6K | 68,308 | D | ↗ |
| 2025-10-20 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 27,200 | 23.18 | 630.5K | 728,740 | D | ↗ |
| 2025-10-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 5,883 | 48.86 | 287.4K | 76,005 | D | ↗ |
| 2025-10-07 | Meyers Kurt | Officer | — | — | Common Stock | 0 | 0.00 | — | 21,694 | D | ↗ |
| 2025-09-22 | Raju Robin M | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 8,726 | 18.74 | 163.5K | 0 | D | ↗ |
| 2025-09-19 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 149 | 54.47 | 8.1K | 690,529 | D | ↗ |
| 2025-09-18 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 27,200 | 23.18 | 630.5K | 730,229 | D | ↗ |
| 2025-09-16 | Isaacs-Lowe Arlene | Director | S-Sale | D | Common Stock | 1,800 | 52.74 | 94.9K | 16,363 | D | ↗ |
| 2025-09-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 5,690 | 53.58 | 304.9K | 82,988 | D | ↗ |
| 2025-08-21 | SCOTT BERTRAM L | Director | S-Sale | D | Common Stock | 2,600 | 51.86 | 134.8K | 26,001 | D | ↗ |
| 2025-08-18 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 39,191 | 53.04 | 2.08M | 703,538 | D | ↗ |
| 2025-08-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,790 | 54.09 | 367.3K | 88,678 | D | ↗ |
| 2025-08-12 | Raju Robin M | Officer | A-Award | A | Common Stock | 273 | 0.00 | — | 151,258 | D | ↗ |
| 2025-08-12 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,162 | 0.00 | — | 715,529 | D | ↗ |
| 2025-08-12 | Lane Nick | Officer | A-Award | A | Common Stock | 276 | 0.00 | — | 139,624 | D | ↗ |
| 2025-08-12 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 244 | 0.00 | — | 95,468 | D | ↗ |
| 2025-08-12 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 131 | 0.00 | — | 88,556 | D | ↗ |
| 2025-08-12 | Eckert William James IV | Officer | A-Award | A | Common Stock | 44 | 0.00 | — | 19,872 | D | ↗ |
| 2025-08-12 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 95 | 0.00 | — | 43,375 | D | ↗ |
| 2025-07-15 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 23.18 | 463.6K | 744,367 | D | ↗ |
| 2025-06-20 | Eckert William James IV | Officer | S-Sale | D | Common Stock | 4,000 | 53.09 | 212.3K | 19,827 | D | ↗ |
| 2025-06-16 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 5,105 | 52.98 | 270.5K | 729,262 | D | ↗ |
| 2025-06-09 | Raju Robin M | Officer | A-Award | A | Common Stock | 273 | 0.00 | — | 150,985 | D | ↗ |
| 2025-06-09 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,162 | 0.00 | — | 734,367 | D | ↗ |
| 2025-06-09 | Lane Nick | Officer | A-Award | A | Common Stock | 276 | 0.00 | — | 139,349 | D | ↗ |
| 2025-06-09 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 244 | 0.00 | — | 95,224 | D | ↗ |
| 2025-06-09 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 131 | 0.00 | — | 88,425 | D | ↗ |
| 2025-06-09 | Eckert William James IV | Officer | A-Award | A | Common Stock | 44 | 0.00 | — | 23,827 | D | ↗ |
| 2025-06-09 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 95 | 0.00 | — | 43,280 | D | ↗ |
| 2025-05-23 | MacKay Craig C | Director | S-Sale | D | Common Stock | 1,500 | 51.95 | 77.9K | 16,799 | D | ↗ |
| 2025-05-21 | Stonehill Charles G.T. | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 37,457 | D | ↗ |
| 2025-05-21 | Stansfield George | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 38,827 | D | ↗ |
| 2025-05-21 | SCOTT BERTRAM L | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 28,601 | D | ↗ |
| 2025-05-21 | MacKay Craig C | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 18,299 | D | ↗ |
| 2025-05-21 | LAMMTENNANT JOAN M | Director | A-Award | A | Common Stock | 5,428 | 0.00 | — | 47,891 | D | ↗ |
| 2025-05-21 | Kaye Daniel G | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 55,686 | D | ↗ |
| 2025-05-21 | Isaacs-Lowe Arlene | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 18,163 | D | ↗ |
| 2025-05-21 | Hondal Francis | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 24,787 | D | ↗ |
| 2025-05-21 | Dachille Douglas A. | Director | A-Award | A | Common Stock | 3,393 | 0.00 | — | 3,393 | D | ↗ |
| 2025-05-15 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 23.18 | 463.6K | 763,206 | D | ↗ |
| 2025-05-15 | Lane Nick | Other | M-Exempt | A | Common Stock | 5,000 | 23.18 | 115.9K | 144,073 | D | ↗ |
| 2025-05-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,666 | 52.91 | 352.7K | 94,980 | D | ↗ |
| 2025-05-12 | Kaye Daniel G | Director | S-Sale | D | Common Stock | 5,770 | 53.93 | 311.2K | 52,293 | D | ↗ |
| 2025-05-12 | Gonzalez Jose Ramon | Officer | S-Sale | D | Common Stock | 2,626 | 53.84 | 141.4K | 88,293 | D | ↗ |
| 2025-05-06 | BERNSTEIN SETH P | Officer | S-Sale | D | Common Stock | 60,000 | 50.45 | 3.03M | 43,185 | D | ↗ |
| 2025-04-15 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 23.18 | 463.6K | 773,206 | D | ↗ |
| 2025-04-15 | Lane Nick | Other | M-Exempt | A | Common Stock | 5,000 | 23.18 | 115.9K | 144,073 | D | ↗ |
| 2025-04-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,666 | 47.57 | 317.1K | 101,646 | D | ↗ |
| 2025-03-17 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 4,133 | 52.13 | 215.4K | 108,312 | D | ↗ |
| 2025-03-14 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 1,198 | 51.41 | 61.6K | 753,206 | D | ↗ |
| 2025-03-14 | Lane Nick | Other | S-Sale | D | Common Stock | 1,731 | 51.34 | 88.9K | 139,073 | D | ↗ |
| 2025-03-12 | Raju Robin M | Officer | A-Award | A | Common Stock | 256 | 0.00 | — | 150,713 | D | ↗ |
| 2025-03-12 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,091 | 0.00 | — | 763,206 | D | ↗ |
| 2025-03-12 | Lane Nick | Other | A-Award | A | Common Stock | 259 | 0.00 | — | 139,073 | D | ↗ |
| 2025-03-12 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 229 | 0.00 | — | 114,978 | D | ↗ |
| 2025-03-12 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 123 | 0.00 | — | 90,919 | D | ↗ |
| 2025-03-12 | Eckert William James IV | Officer | A-Award | A | Common Stock | 42 | 0.00 | — | 23,783 | D | ↗ |
| 2025-03-12 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 89 | 0.00 | — | 103,185 | D | ↗ |
| 2025-02-28 | Raju Robin M | Officer | A-Award | A | Common Stock | 43,432 | 0.00 | — | 172,629 | D | ↗ |
| 2025-02-28 | Pearson Mark | Director / Officer | F-InKind | D | Common Stock | 73,397 | 55.02 | 4.04M | 641,066 | D | ↗ |
| 2025-02-28 | Lane Nick | Other | F-InKind | D | Common Stock | 16,585 | 55.02 | 912.5K | 107,550 | D | ↗ |
| 2025-02-28 | HURD JEFFREY J | Officer | F-InKind | D | Common Stock | 14,560 | 55.02 | 801.1K | 89,738 | D | ↗ |
| 2025-02-28 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 30,658 | 0.00 | — | 106,447 | D | ↗ |
| 2025-02-28 | Eckert William James IV | Officer | A-Award | A | Common Stock | 11,114 | 0.00 | — | 29,415 | D | ↗ |
| 2025-02-28 | BERNSTEIN SETH P | Officer | F-InKind | D | Common Stock | 4,906 | 55.02 | 269.9K | 91,675 | D | ↗ |
| 2025-02-27 | Isaacs-Lowe Arlene | Director | S-Sale | D | Common Stock | 1,350 | 54.40 | 73.4K | 14,770 | D | ↗ |
| 2025-02-18 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,666 | 55.38 | 369.2K | 104,298 | D | ↗ |
| 2025-02-14 | Pearson Mark | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 20,000 | 23.18 | 463.6K | 426,400 | D | ↗ |
| 2025-02-14 | Lane Nick | Other | S-Sale | D | Common Stock | 19,000 | 55.29 | 1.05M | 124,135 | D | ↗ |
| 2025-02-13 | Raju Robin M | Officer | A-Award | A | Common Stock | 22,506 | 0.00 | — | 143,866 | D | ↗ |
| 2025-02-13 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 94,524 | 0.00 | — | 724,463 | D | ↗ |
| 2025-02-13 | Lane Nick | Other | A-Award | A | Common Stock | 22,506 | 0.00 | — | 144,135 | D | ↗ |
| 2025-02-13 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 18,755 | 0.00 | — | 110,964 | D | ↗ |
| 2025-02-13 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 9,003 | 0.00 | — | 83,447 | D | ↗ |
| 2025-02-13 | Eckert William James IV | Officer | A-Award | A | Common Stock | 3,376 | 0.00 | — | 21,053 | D | ↗ |
| 2025-02-13 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 7,502 | 0.00 | — | 96,581 | D | ↗ |
| 2025-01-15 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 11,266 | 23.18 | 261.1K | 659,939 | D | ↗ |
| 2025-01-15 | Lane Nick | Other | M-Exempt | D | Employee Stock Option (right to buy) | 5,000 | 23.18 | 115.9K | 74,417 | D | ↗ |
| 2025-01-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,666 | 54.65 | 364.3K | 92,209 | D | ↗ |
| 2025-01-15 | Dachille Douglas A. | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-12-23 | Eckert William James IV | Officer | S-Sale | D | Common Stock | 1,700 | 46.68 | 79.4K | 17,677 | D | ↗ |
| 2024-12-18 | Lane Nick | Other | S-Sale | D | Common Stock | 2,320 | 46.49 | 107.9K | 141,629 | D | ↗ |
| 2024-12-16 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 21.34 | 426.8K | 669,939 | D | ↗ |
| 2024-12-16 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,666 | 47.31 | 315.4K | 98,875 | D | ↗ |
| 2024-12-03 | Raju Robin M | Officer | A-Award | A | Common Stock | 307 | 0.00 | — | 121,360 | D | ↗ |
| 2024-12-03 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,384 | 0.00 | — | 649,939 | D | ↗ |
| 2024-12-03 | Lane Nick | Officer | A-Award | A | Common Stock | 329 | 0.00 | — | 161,629 | D | ↗ |
| 2024-12-03 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 295 | 0.00 | — | 105,541 | D | ↗ |
| 2024-12-03 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 163 | 0.00 | — | 74,444 | D | ↗ |
| 2024-12-03 | Eckert William James IV | Officer | A-Award | A | Common Stock | 56 | 0.00 | — | 19,377 | D | ↗ |
| 2024-12-03 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 118 | 0.00 | — | 89,079 | D | ↗ |
| 2024-11-19 | MacKay Craig C | Director | S-Sale | D | Common Stock | 1,000 | 46.41 | 46.4K | 14,906 | D | ↗ |
| 2024-11-15 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 21.34 | 426.8K | 678,555 | D | ↗ |
| 2024-11-08 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 6,666 | 47.53 | 316.9K | 105,246 | D | ↗ |
| 2024-10-15 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 21.34 | 426.8K | 688,555 | D | ↗ |
| 2024-09-19 | Eckert William James IV | Officer | S-Sale | D | Common Stock | 3,500 | 42.42 | 148.5K | 19,321 | D | ↗ |
| 2024-09-16 | Pearson Mark | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 21.34 | 426.8K | 698,555 | — | ↗ |
| 2024-08-29 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 20,000 | 42.20 | 843.9K | 688,555 | — | ↗ |
| 2024-08-13 | Raju Robin M | Officer | A-Award | A | Common Stock | 374 | 0.00 | — | 121,053 | — | ↗ |
| 2024-08-13 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,690 | 0.00 | — | 688,555 | — | ↗ |
| 2024-08-13 | Lane Nick | Officer | A-Award | A | Common Stock | 401 | 0.00 | — | 161,300 | — | ↗ |
| 2024-08-13 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 360 | 0.00 | — | 111,912 | — | ↗ |
| 2024-08-13 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 199 | 0.00 | — | 74,281 | — | ↗ |
| 2024-08-13 | Eckert William James IV | Officer | A-Award | A | Common Stock | 68 | 0.00 | — | 22,821 | — | ↗ |
| 2024-08-13 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 143 | 0.00 | — | 88,962 | — | ↗ |
| 2024-07-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 9,969 | 43.09 | 429.6K | 111,552 | — | ↗ |
| 2024-06-14 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 9,969 | 39.62 | 395.0K | 121,521 | — | ↗ |
| 2024-06-10 | Raju Robin M | Officer | A-Award | A | Common Stock | 355 | 0.00 | — | 120,678 | — | ↗ |
| 2024-06-10 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,601 | 0.00 | — | 686,864 | — | ↗ |
| 2024-06-10 | Lane Nick | Officer | A-Award | A | Common Stock | 380 | 0.00 | — | 160,899 | — | ↗ |
| 2024-06-10 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 341 | 0.00 | — | 131,490 | — | ↗ |
| 2024-06-10 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 188 | 0.00 | — | 74,082 | — | ↗ |
| 2024-06-10 | Eckert William James IV | Officer | A-Award | A | Common Stock | 65 | 0.00 | — | 22,753 | — | ↗ |
| 2024-06-10 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 136 | 0.00 | — | 88,818 | — | ↗ |
| 2024-05-22 | Stonehill Charles G.T. | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 34,064 | — | ↗ |
| 2024-05-22 | Stansfield George | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 35,434 | — | ↗ |
| 2024-05-22 | SCOTT BERTRAM L | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 25,208 | — | ↗ |
| 2024-05-22 | MacKay Craig C | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 15,906 | — | ↗ |
| 2024-05-22 | LAMMTENNANT JOAN M | Director | A-Award | A | Common Stock | 6,889 | 0.00 | — | 42,463 | — | ↗ |
| 2024-05-22 | Kaye Daniel G | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 58,063 | — | ↗ |
| 2024-05-22 | Isaacs-Lowe Arlene | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 16,120 | — | ↗ |
| 2024-05-22 | Hondal Francis | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 21,394 | — | ↗ |
| 2024-05-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 9,969 | 40.42 | 402.9K | 131,093 | — | ↗ |
| 2024-05-02 | BERNSTEIN SETH P | Officer | M-Exempt | A | Common Stock | 57,209 | 23.18 | 1.33M | 241,133 | — | ↗ |
| 2024-04-15 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 1,954 | 36.93 | 72.2K | 685,025 | — | ↗ |
| 2024-04-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 2,206 | 36.90 | 81.4K | 141,062 | — | ↗ |
| 2024-04-01 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 10,000 | 37.66 | 376.6K | 715,025 | — | ↗ |
| 2024-03-18 | SCOTT BERTRAM L | Director | S-Sale | D | Common Stock | 7,000 | 35.29 | 247.0K | 20,902 | — | ↗ |
| 2024-03-15 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 9,969 | 35.32 | 352.1K | 151,031 | — | ↗ |
| 2024-03-04 | Raju Robin M | Officer | A-Award | A | Common Stock | 392 | 0.00 | — | 120,296 | — | ↗ |
| 2024-03-04 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 1,771 | 0.00 | — | 705,025 | — | ↗ |
| 2024-03-04 | Lane Nick | Officer | A-Award | A | Common Stock | 420 | 0.00 | — | 160,456 | — | ↗ |
| 2024-03-04 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 378 | 0.00 | — | 161,000 | — | ↗ |
| 2024-03-04 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 208 | 0.00 | — | 73,859 | — | ↗ |
| 2024-03-04 | Eckert William James IV | Officer | A-Award | A | Common Stock | 71 | 0.00 | — | 22,673 | — | ↗ |
| 2024-03-04 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 150 | 0.00 | — | 118,478 | — | ↗ |
| 2024-03-01 | Pearson Mark | Director / Officer | S-Sale | D | Common Stock | 20,000 | 33.77 | 675.4K | 703,254 | — | ↗ |
| 2024-02-29 | HURD JEFFREY J | Officer | S-Sale | D | Common Stock | 9,969 | 34.28 | 341.7K | 160,622 | — | ↗ |
| 2024-02-28 | Raju Robin M | Officer | F-InKind | D | Common Stock | 12,551 | 34.18 | 429.0K | 116,246 | — | ↗ |
| 2024-02-28 | Pearson Mark | Director / Officer | F-InKind | D | Common Stock | 69,317 | 34.18 | 2.37M | 687,627 | — | ↗ |
| 2024-02-28 | Lane Nick | Officer | F-InKind | D | Common Stock | 16,301 | 34.18 | 557.2K | 149,794 | — | ↗ |
| 2024-02-28 | HURD JEFFREY J | Officer | F-InKind | D | Common Stock | 14,462 | 34.18 | 494.3K | 160,838 | — | ↗ |
| 2024-02-28 | Gonzalez Jose Ramon | Officer | F-InKind | D | Common Stock | 7,774 | 34.18 | 265.7K | 69,261 | — | ↗ |
| 2024-02-28 | Eckert William James IV | Officer | F-InKind | D | Common Stock | 2,035 | 34.18 | 69.6K | 22,602 | — | ↗ |
| 2024-02-28 | BERNSTEIN SETH P | Officer | F-InKind | D | Common Stock | 3,413 | 34.18 | 116.7K | 118,328 | — | ↗ |
| 2024-02-21 | Stonehill Charles G.T. | Director | S-Sale | D | Common Stock | 5,000 | 34.02 | 170.1K | 29,758 | — | ↗ |
| 2024-02-15 | Lane Nick | Officer | S-Sale | D | Common Stock | 10,000 | 34.27 | 342.7K | 176,095 | — | ↗ |
| 2024-02-14 | Raju Robin M | Officer | A-Award | A | Common Stock | 31,371 | 0.00 | — | 128,797 | — | ↗ |
| 2024-02-14 | Pearson Mark | Director / Officer | A-Award | A | Common Stock | 137,319 | 0.00 | — | 756,944 | — | ↗ |
| 2024-02-14 | Lane Nick | Officer | A-Award | A | Common Stock | 31,963 | 0.00 | — | 176,095 | — | ↗ |
| 2024-02-14 | HURD JEFFREY J | Officer | A-Award | A | Common Stock | 29,595 | 0.00 | — | 175,300 | — | ↗ |
| 2024-02-14 | Gonzalez Jose Ramon | Officer | A-Award | A | Common Stock | 14,206 | 0.00 | — | 77,035 | — | ↗ |
| 2024-02-14 | Eckert William James IV | Officer | A-Award | A | Common Stock | 5,328 | 0.00 | — | 23,484 | — | ↗ |
| 2024-02-14 | BERNSTEIN SETH P | Officer | A-Award | A | Common Stock | 11,838 | 0.00 | — | 118,354 | — | ↗ |
| 2024-02-07 | Lane Nick | Officer | M-Exempt | A | Common Stock | 10,000 | 23.18 | 231.8K | 164,132 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Seth Perry Bernstein | Head of Asset Management | 8M | male |
| Mark Pearson | President, Chief Executive Officer & Director | 5M | male |
| Jeffrey Joy Hurd | Senior Executive Vice President & Chief Operating Officer | 3M | male |
| Nicholas Burritt Lane | President of Equitable, Senior EVice President & Head of Retirement, Wealth Management & Protection Solutions | 3M | male |
| Robin Matthew Raju | Senior Executive Vice President & Chief Financial Officer | 3M | male |
| William James Eckert | Senior Vice President, Chief Accounting Officer & Controller | — | male |
| Glen Gardner | Chief Investment Officer | — | male |
| Kurt Meyers | Chief Legal Officer & Corporate Secretary | — | male |
| Michael Healy | Chief Information Officer | — | male |
| Erik James Bass | Chief Strategy Officer & Head of Investor Relations | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-02 | 2026-04-10 | Michael McCaul | TX10 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2025-10-24 | 2025-11-14 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-10-16 | 2025-11-14 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-10-06 | 2025-11-14 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-25 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-24 | 2025-10-13 | Michael McCaul | TX10 | Spouse | Sale | $50,001 - $100,000 | ↗ |
| 2025-09-05 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-07-16 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-05-20 | 2024-06-20 | Michael McCaul | TX10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2024-05-20 | 2024-06-20 | Michael McCaul | TX10 | Spouse | Sale | $100,001 - $250,000 | ↗ |
| 2024-01-23 | 2024-02-22 | Michael McCaul | TX10 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2024-01-23 | 2024-02-22 | Michael McCaul | TX10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-05-12 | 2023-06-22 | Michael McCaul | TX10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2023-05-12 | 2023-06-22 | Michael McCaul | TX10 | Spouse | Sale | $100,001 - $250,000 | ↗ |
| 2023-04-14 | 2023-05-12 | Michael McCaul | TX10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-04-14 | 2023-05-12 | Michael McCaul | TX10 | Spouse | Purchase | $100,001 - $250,000 | ↗ |
| 2023-03-24 | 2023-04-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-06-17 | 2022-07-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-05 | 2022-06-14 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2022-05-05 | 2022-06-14 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for EQH
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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