Equitable Holdings, Inc.
| Security | EQH / Equitable Holdings, Inc. |
| Insider | Bertram L Scott |
This page shows the track record and history of SCOTT BERTRAM L
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 Bertram L Scott 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.
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 Bertram L Scott 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.
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Transaction History
| File Date |
Trade Date |
Form | Insider | Ticker | Security Title | Code | Direct | Exercise Price |
Unit Price |
Units Changed |
Value Changed (1K) |
Remaining Options |
Remaining Shares |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | 2026-06-04 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 41.0842 | -2,470 | -101 | 27,931 | ||||
| 2026-05-21 | 2026-05-20 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 42.0500 | 4,400 | 185 | 30,401 | ||||
| 2025-08-22 | 2025-08-21 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 51.8600 | -2,600 | -135 | 26,001 | ||||
| 2025-05-23 | 2025-05-21 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 3,393 | 28,601 | ||||||
| 2024-05-24 | 2024-05-22 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 4,306 | 25,208 | ||||||
| 2024-03-18 | 2024-03-18 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 35.2873 | -7,000 | -247 | 20,902 | ||||
| 2023-06-05 | 2023-05-24 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 6,473 | 27,902 | ||||||
| 2022-09-09 | 2022-09-08 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 29.8734 | -7,300 | -218 | 21,429 | ||||
| 2022-05-20 | 2022-05-19 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 5,770 | 28,729 | ||||||
| 2021-07-16 | 2021-07-15 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 28.9500 | -3,400 | -98 | 22,959 | ||||
| 2021-05-21 | 2021-05-20 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 4,845 | 26,359 | ||||||
| 2020-05-21 | 2020-05-20 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 9,040 | 21,514 | ||||||
| 2019-05-28 | 2019-05-23 | 4 | SCOTT BERTRAM L | EQH | Common Stock | D | 7,630 | 12,474 | ||||||
| 2019-04-03 | 3 | SCOTT BERTRAM L | EQH | Common Stock | D | 9,688 | ||||||||
| 2019-04-03 | 3 | SCOTT BERTRAM L | EQH | Common Stock | D | 9,688 | ||||||||
| 2019-04-03 | 3 | SCOTT BERTRAM L | EQH | Common Stock | D | 9,688 |
P
Acquisto sul mercato aperto o privato di un titolo non derivato o derivato
S
Vendita sul mercato aperto o privato di un titolo non derivato o derivato
A
Concessione, assegnazione o altra acquisizione di titoli dall'azienda (ad esempio un'opzione)
C
Conversione di un derivato
D
Vendita o trasferimento di titoli alla società
F
Pagamento del prezzo di esercizio o del debito fiscale con la quota di titoli ricevuta dalla società
G
Regalo di titoli da parte o a favore dell'insider
K
Equity swap e operazioni di copertura analoghe
M
Esercizio o conversione di un titolo derivato ricevuto dall'azienda (ad esempio un'opzione)
V
Una transazione dichiarata volontariamente sul modulo 4
J
Altro (accompagnato da una nota a piè di pagina che descriva l'operazione)
