Equitable Holdings Files 8-K with Financials

TL;DR

EQH filed an 8-K on 6/17/24 with financials. Check it out.

AI Summary

On June 17, 2024, Equitable Holdings, Inc. filed an 8-K report detailing its financial statements and exhibits. The company, formerly known as AXA Equitable Holdings, Inc., is incorporated in Delaware and its fiscal year ends on December 31st. The filing includes information related to its common stock and preferred stock series.

Why It Matters

This filing provides investors with updated financial information and exhibits for Equitable Holdings, Inc., crucial for assessing the company's performance and stability.

Risk Assessment

Risk Level: low — This is a routine financial filing and does not indicate any immediate or significant risks.

Key Players & Entities

• Equitable Holdings, Inc. (company) — Registrant
• AXA Equitable Holdings, Inc. (company) — Former company name
• Delaware (jurisdiction) — State of incorporation
• June 17, 2024 (date) — Date of earliest event reported

FAQ

Key Financial Figures

• $600,000,000 — e Holdings, Inc. (the "Company") issued $600,000,000 of Pre-capitalized Trust Securities ("P
• $10 million — suance is estimated to be approximately $10 million after-tax in the second quarter of 2024
• $1 million — AP operating earnings will be less than $1 million after-tax on an annual basis. Item8.01

Filing Documents

• d853356d8k.htm (8-K) — 37KB
• d853356dex991.htm (EX-99.1) — 24KB
• d853356dex992.htm (EX-99.2) — 27KB
• 0001193125-24-162702.txt ( ) — 263KB
• eqh-20240617.xsd (EX-101.SCH) — 3KB
• eqh-20240617_def.xml (EX-101.DEF) — 13KB
• eqh-20240617_lab.xml (EX-101.LAB) — 22KB
• eqh-20240617_pre.xml (EX-101.PRE) — 14KB
• d853356d8k_htm.xml (XML) — 7KB

Forward-Looking Statements

Forward-Looking Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "expects," "believes," "anticipates," "intends," "seeks," "aims," "plans," "assumes," "estimates," "projects," "should," "would," "could," "may," "will," "shall" or variations of such words are generally part of forward-looking statements. Forward-looking statements are made based on management's current expectations and beliefs concerning future developments and their potential effects upon Equitable Holdings, Inc. ("Holdings") and its consolidated subsidiaries. These forward-looking statements include, but are not limited to, statements regarding projections, estimates, forecasts and other financial and performance metrics and projections of market expectations. "We," "us" and "our" refer to Holdings and its consolidated subsidiaries, unless the context refers only to Holdings as a corporate entity. There can be no assurance that future developments affecting Holdings will be those anticipated by management. Forward-looking statements include, without limitation, all matters that are not historical facts. These forward-looking statements are not a guarantee of future performance and involve risks and uncertainties, and there are certain important factors that could cause actual results to differ, possibly materially, from expectations or estimates reflected in such forward-looking statements, including, among others: (i) conditions in the financial markets and economy, including the impact of geopolitical conflicts and related economic conditions, equity market declines and volatility, interest rate fluctuations, impacts on our goodwill and changes in liquidity and access to and cost of capital; (ii) operational factors, including reliance on the payment of dividends to Holdings by its subsidiaries, protection of confidential customer information or proprietary business informati

Financial Statements and Exhibits

Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description 99.1* Press Release dated June 17, 2024, announcing the early results and upsizing of the Tender Offer. 99.2* Press Release dated June 17, 2024, announcing the pricing terms of the Tender Offer. 104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document contained in Exhibit 101). * Filed herewith. - 2 -

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. EQUITABLE HOLDINGS, INC. Date: June 17, 2024 By: /s/ Ralph Petruzzo Ralph Petruzzo Associate General Counsel - 3 -

View Full Filing

View this 8-K filing on SEC EDGAR