Equitable Holdings, Inc.
US ˙ NYSE ˙ US29452E1010

SecurityEQH / Equitable Holdings, Inc.
InsiderWilliam James IV Eckert
This page shows the track record and history of Eckert William James IV insider trades in Equitable Holdings, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by William James IV Eckert in EQH / Equitable Holdings, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

EQH / Equitable Holdings, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by William James IV Eckert in EQH / Equitable Holdings, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2025-06-20 4,000 53.0850 4,000 53.0850 212,340 42 50.0900 -11,980 -5.64
2024-12-23 1,700 46.6800 1,700 46.6800 79,356
2024-09-19 3,500 42.4160 3,500 42.4160 148,456
2023-12-14 7,000 34.5900 7,000 34.5900 242,130
2023-03-22 8,100 25.3807 8,100 25.3807 205,584
2022-08-18 6,000 31.8101 6,000 31.8101 190,861
2021-12-06 1,300 32.4004 1,300 32.4004 42,121
2021-08-13 2,162 32.2653 2,162 32.2653 69,758
2020-12-09 3,182 26.4750 3,182 26.4750 84,243
2019-12-10 2,006 24.4100 2,006 24.4100 48,966

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

EQH / Equitable Holdings, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-08-14 2025-08-12 4 Eckert William James IV EQH Common Stock A - Award D 44 19,872
2025-06-23 2025-06-20 4 Eckert William James IV EQH Common Stock S - Sale D 53.0850 -4,000 -212 19,827
2025-06-11 2025-06-09 4 Eckert William James IV EQH Common Stock A - Award D 44 23,827
2025-03-14 2025-03-12 4 Eckert William James IV EQH Common Stock A - Award D 42 23,783
2025-03-04 2025-02-28 4 Eckert William James IV EQH Common Stock F - Taxes D 55.0200 -5,674 -312 23,741
2025-03-04 2025-02-28 4 Eckert William James IV EQH Common Stock A - Award D 11,114 29,415
2025-03-04 2025-02-28 4 Eckert William James IV EQH Common Stock F - Taxes D 55.0200 -2,752 -151 18,301
2025-02-18 2025-02-13 4 Eckert William James IV EQH Common Stock A - Award D 3,376 21,053
2024-12-23 2024-12-23 4 Eckert William James IV EQH Common Stock S - Sale D 46.6800 -1,700 -79 17,677
2024-12-04 2024-12-03 4 Eckert William James IV EQH Common Stock A - Award D 56 19,377
2024-09-20 2024-09-19 4 Eckert William James IV EQH Common Stock S - Sale D 42.4160 -3,500 -148 19,321
2024-08-14 2024-08-13 4 Eckert William James IV EQH Common Stock A - Award D 68 22,821
2024-06-11 2024-06-10 4 Eckert William James IV EQH Common Stock A - Award D 65 22,753
2024-03-06 2024-03-04 4 Eckert William James IV EQH Common Stock A - Award D 71 22,673
2024-03-01 2024-02-28 4 Eckert William James IV EQH Common Stock F - Taxes D 34.1800 -2,035 -70 22,602
2024-03-01 2024-02-28 4 Eckert William James IV EQH Common Stock A - Award D 3,986 24,637
2024-03-01 2024-02-28 4 Eckert William James IV EQH Common Stock F - Taxes D 34.1800 -2,833 -97 20,651
2024-02-16 2024-02-14 4 Eckert William James IV EQH Common Stock A - Award D 5,328 23,484
2024-02-16 2021-08-13 4 Eckert William James IV EQH Common Stock S - Sale D 32.2653 -2,162 -70 18,156
2023-12-15 2023-12-14 4 Eckert William James IV EQH Common Stock S - Sale D 34.5900 -7,000 -242 20,318
2023-12-05 2023-12-04 4 Eckert William James IV EQH Common Stock A - Award D 76 27,318
2023-08-15 2023-08-14 4 Eckert William James IV EQH Common Stock A - Award D 87 27,241
2023-06-14 2023-06-12 4 Eckert William James IV EQH Common Stock A - Award D 92 27,154
2023-03-22 2023-03-22 4 Eckert William James IV EQH Common Stock S - Sale D 25.3807 -8,100 -206 27,062
2023-03-07 2023-03-06 4 Eckert William James IV EQH Common Stock A - Award D 93 35,162
2023-03-02 2023-02-28 4 Eckert William James IV EQH Common Stock F - Taxes D 31.4200 -1,346 -42 35,069
2023-02-28 2023-02-26 4 Eckert William James IV EQH Common Stock F - Taxes D 31.3502 -4,376 -137 36,415
2023-02-28 2023-02-26 4 Eckert William James IV EQH Common Stock A - Award D 12,139 40,791
2023-02-28 2023-02-26 4 Eckert William James IV EQH Common Stock F - Taxes D 31.3502 -633 -20 28,652
2023-02-16 2023-02-15 4 Eckert William James IV EQH Common Stock A - Award D 5,492 29,285
2022-12-07 2022-12-05 4 Eckert William James IV EQH Common Stock A - Award D 70 23,793
2022-08-19 2022-08-18 4 Eckert William James IV EQH Common Stock S - Sale D 31.8101 -6,000 -191 23,723
2022-08-17 2022-08-15 4 Eckert William James IV EQH Common Stock A - Award D 70 29,723
2022-06-08 2022-06-06 4 Eckert William James IV EQH Common Stock A - Award D 72 29,653
2022-03-08 2022-03-07 4 Eckert William James IV EQH Common Stock A - Award D 67 29,581
2022-03-01 2022-02-28 4 Eckert William James IV EQH Common Stock F - Taxes D 32.6600 -999 -33 29,513
2022-03-01 2022-02-26 4 Eckert William James IV EQH Common Stock F - Taxes D 33.0900 -874 -29 30,512
2022-02-18 2022-02-16 4 Eckert William James IV EQH Common Stock A - Award D 5,031 31,386
2022-02-16 2022-02-14 4 Eckert William James IV EQH Common Stock F - Taxes D 33.9400 -7,384 -251 26,355
2022-02-16 2022-02-14 4 Eckert William James IV EQH Common Stock A - Award D 20,329 33,739
2022-02-16 2022-02-14 4 Eckert William James IV EQH Common Stock F - Taxes D 33.9400 -799 -27 13,410
2021-12-08 2021-12-06 4 Eckert William James IV EQH Common Stock A - Award D 63 14,209
2021-12-08 2021-12-06 4 Eckert William James IV EQH Common Stock S - Sale D 32.4004 -1,300 -42 14,147
2021-09-21 2021-09-20 4 Eckert William James IV EQH Common Stock F - Taxes D 28.1500 -1,092 -31 15,447
2021-08-23 2021-08-20 4 Eckert William James IV EQH Common Stock A - Award D 85 16,539
2021-06-08 2021-06-07 4 Eckert William James IV EQH Common Stock A - Award D 81 16,454
2021-03-12 2021-03-11 4 Eckert William James IV EQH Common Stock A - Award D 76 16,373
2021-03-02 2021-02-26 4 Eckert William James IV EQH Common Stock F - Taxes D 29.5700 -658 -19 16,297
2021-02-19 2021-02-17 4 Eckert William James IV EQH Common Stock A - Award D 5,741 16,955
2021-02-17 2021-02-14 4 Eckert William James IV EQH Common Stock F - Taxes D 27.3500 -742 -20 11,214
2020-12-09 2020-12-09 4 Eckert William James IV EQH Common Stock S - Sale D 26.4750 -3,182 -84 11,956
2020-12-03 2020-12-01 4 Eckert William James IV EQH Common Stock A - Award D 77 15,138
2020-09-21 2020-09-20 4 Eckert William James IV EQH Common Stock F - Taxes D 19.0900 -1,067 -20 15,061
2020-08-19 2020-08-18 4 Eckert William James IV EQH Common Stock A - Award D 120 16,128
2020-06-10 2020-06-09 4 Eckert William James IV EQH Common Stock A - Award D 114 16,008
2020-03-18 2020-03-16 4 Eckert William James IV EQH Common Stock A - Award D 166 15,894
2020-02-28 2020-02-26 4 Eckert William James IV EQH Employee Stock Option (right to buy) A - Award D 23.18 25,744 51,923
2020-02-28 2020-02-26 4 Eckert William James IV EQH Common Stock A - Award D 4,854 15,729
2020-02-19 2020-02-14 4 Eckert William James IV EQH Common Stock F - Taxes D 26.8900 -718 -19 10,875
2020-02-14 2019-11-25 5 Eckert William James IV EQH Common Stock A - Award D 70 11,593
2020-02-14 2019-09-20 5 Eckert William James IV EQH Common Stock F - Taxes D 22.6200 -1,032 -23 11,523
2020-02-14 2019-08-29 5 Eckert William James IV EQH Common Stock A - Award D 105 12,555
2020-02-14 2019-06-11 5 Eckert William James IV EQH Common Stock A - Award D 101 12,449
2020-02-14 2019-03-15 5 Eckert William James IV EQH Common Stock A - Award D 89 12,349
2020-02-14 2018-12-03 5 Eckert William James IV EQH Common Stock A - Award D 58 12,259
2019-12-12 2019-12-10 4 Eckert William James IV EQH Common Stock S - Sale D 24.4100 -2,006 -49 12,201
2019-02-19 2019-02-14 4 Eckert William James IV EQH Employee Stock Option (right to buy) A - Award D 18.74 26,179 26,179
2019-02-19 2019-02-14 4 Eckert William James IV EQH Common Stock A - Award D 5,337 14,207
2018-09-24 2018-09-20 4 Eckert William James IV EQH Common Stock A - Award D 8,870 8,870
P
Åbent marked eller privat køb af ikke-afledte eller afledte værdipapirer
S
Åbent marked eller privat salg af ikke-afledte eller afledte værdipapirer
A
Tildeling, tildeling eller anden erhvervelse af værdipapirer fra virksomheden (såsom en option)
C
Konvertering af derivat
D
Salg eller overførsel af værdipapirer tilbage til virksomheden
F
Betaling af udnyttelseskurs eller skatteforpligtelse ved brug af en del af værdipapirer modtaget fra selskabet
G
Gave af værdipapirer af eller til insideren
K
Aktieswaps og lignende sikringstransaktioner
M
Udnyttelse eller konvertering af afledt værdipapir modtaget fra virksomheden (såsom en option)
V
En transaktion rapporteret frivilligt på formular 4
J
Andet (ledsaget af en fodnote, der beskriver transaktionen)