Equitable Holdings Director Bertram L. Scott Sells $151K in Common Stock
Equitable Holdings, Inc.
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Filing Summary
š Insider Transaction Report: Equitable Holdings, Inc. ($EQH)
⢠Insider: Bertram L. Scott (Director) ⢠Transaction: Open Market Sale (Code S) ⢠Shares Sold: 2,780 @ $54.35 ⢠Total Value: $151,093.00 ⢠Post-Transaction Holdings: 23,685 shares (Direct) ⢠Filing Date: September 21, 2026
Comprehensive Analysis
Executive Summary
On September 21, 2026, Bertram L. Scott, a member of the Board of Directors of Equitable Holdings, Inc. ($EQH), executed an open-market sale of 2,780 shares of common stock at a price of $54.35 per share. The transaction generated gross proceeds of $151,093.00.
Transaction Details
- Insider: Bertram L. Scott
- Role: Director
- Transaction Type: Open Market Sale (
S) - Date of Execution: September 21, 2026
- Shares Disposed: 2,780
- Price per Share: $54.35
- Total Disposition Value: $151,093.00
- Ownership Post-Transaction: 23,685 shares held directly
- Rule 10b5-1 Indicator: The filing does not indicate that this trade was executed under a Rule 10b5-1 trading plan (
aff10b5Onemarked as 0).
Impact and Context
Prior to the sale, Director Scott held 26,465 direct shares. The disposition of 2,780 shares represents approximately 10.5% of his direct equity stake in the company, leaving him with 23,685 shares. Given the modest transaction value of ~$151K relative to total institutional ownership and Scott's continued holding of over 23,000 shares, this sale carries low market significance and appears to represent standard personal portfolio rebalancing.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.
