Equitable Holdings Management

Management criteria checks 3/4

Equitable Holdings' CEO is Mark Pearson, appointed in Jan 2021, has a tenure of 3.67 years. total yearly compensation is $15.83M, comprised of 7.9% salary and 92.1% bonuses, including company stock and options. directly owns 0.21% of the company’s shares, worth €25.14M. The average tenure of the management team and the board of directors is 3.7 years and 5.5 years respectively.

Key information

Mark Pearson

Chief executive officer

US$15.8m

Total compensation

CEO salary percentage	7.9%
CEO tenure	3.7yrs
CEO ownership	0.2%
Management average tenure	3.7yrs
Board average tenure	5.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Mark Pearson's remuneration changed compared to Equitable Holdings's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	n/a	n/a	US$828m
Mar 31 2024	n/a	n/a	US$1b
Dec 31 2023	US$16m	US$1m	US$1b
Sep 30 2023	n/a	n/a	US$2b
Jun 30 2023	n/a	n/a	US$2b
Mar 31 2023	n/a	n/a	US$2b
Dec 31 2022	US$15m	US$1m	US$2b
Sep 30 2022	n/a	n/a	US$2b
Jun 30 2022	n/a	n/a	US$2b
Mar 31 2022	n/a	n/a	US$1b
Dec 31 2021	US$14m	US$1m	US$2b
Sep 30 2021	n/a	n/a	-US$2b
Jun 30 2021	n/a	n/a	-US$3b
Mar 31 2021	n/a	n/a	-US$8b
Dec 31 2020	US$15m	US$1m	-US$701m
Sep 30 2020	n/a	n/a	-US$390m
Jun 30 2020	n/a	n/a	US$26m
Mar 31 2020	n/a	n/a	US$4b
Dec 31 2019	US$11m	US$1m	-US$2b
Sep 30 2019	n/a	n/a	US$1b
Jun 30 2019	n/a	n/a	US$998m
Mar 31 2019	n/a	n/a	US$831m
Dec 31 2018	US$12m	US$1m	US$2b
Sep 30 2018	n/a	n/a	US$365m
Jun 30 2018	n/a	n/a	US$871m
Mar 31 2018	n/a	n/a	US$1b
Dec 31 2017	US$8m	US$1m	US$834m

Compensation vs Market: Mark's total compensation ($USD15.83M) is above average for companies of similar size in the German market ($USD5.35M).

Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.

CEO

Mark Pearson (66 yo)

3.7yrs

Tenure

US$15,833,102

Compensation

Mr. Mark Pearson serves as Director at AllianceBernstein Holding L. P. (formerly known as Alliance Capital Management Holding LP) since February 2011. He serves as Director at AllianceBernstein L. P. since...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Mark Pearson	President	3.7yrs	US$15.83m	0.21% $ 25.1m
Robin Raju	Senior EVP & CFO	3.4yrs	US$4.90m	0.038% $ 4.6m
Jeffrey Hurd	Senior EVP & COO	6.7yrs	US$5.72m	0.035% $ 4.2m
Nicholas Lane	President of Equitable	no data	US$5.42m	0.051% $ 6.1m
Seth Bernstein	President & CEO of AllianceBernstein Corporation	7.3yrs	US$10.12m	0.028% $ 3.3m
William Eckert	Senior VP	6.1yrs	no data	0.0061% $ 726.8k
Erik Bass	Head of Investor Relations	less than a year	no data	no data
Jose Gonzalez	Senior EVP	3.5yrs	no data	0.023% $ 2.8m
Constance Weaver	Chief Marketing Officer	4.2yrs	no data	no data
Yun Zhang	Chief Risk Officer	less than a year	no data	no data
Stephanie Withers	Chief Auditor	4.9yrs	no data	no data
Jessica Baehr	President of Equitable Investment Management	3.4yrs	no data	no data

3.7yrs

Average Tenure

59yo

Average Age

Experienced Management: AXJ's management team is considered experienced (3.7 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Mark Pearson	President	13.7yrs	US$15.83m	0.21% $ 25.1m
Joan Lamm-Tennant	Independent Chair	4.7yrs	US$795.01k	0.013% $ 1.6m
Craig MacKay	Independent Director	2.3yrs	US$285.01k	0.0050% $ 598.1k
Charles Gerald Stonehill	Independent Director	6.4yrs	US$637.51k	0.011% $ 1.3m
Bertram Scott	Independent Director	5.5yrs	US$303.15k	0.0080% $ 947.3k
Francis Hondal	Independent Director	4yrs	US$285.01k	0.0067% $ 804.3k
George Stansfield	Director	6.8yrs	US$285.01k	0.011% $ 1.3m
Daniel Kaye	Independent Director	6.4yrs	US$603.52k	0.018% $ 2.2m
Arlene Isaacs-Lowe	Independent Director	2.2yrs	US$285.01k	0.0051% $ 606.5k

5.5yrs

Average Tenure

66yo

Average Age

Experienced Board: AXJ's board of directors are considered experienced (5.5 years average tenure).

Equitable Holdings Management

Management criteria checks 3/4

Key information

Recent management updates

Equitable Holdings, Inc. Announces Executive Changes

Insider recently sold €1.1m worth of stock

Equitable Holdings, Inc. Announces Executive Appointments

Equitable Holdings, Inc. Announces Executive Changes

Equitable Holdings, Inc. Appoints Erik Bass as Head of Investor Relations for Equitable Holdings

Senior VP recently sold €191k worth of stock

Recent updates

Second quarter dividend of US$0.24 announced

Second quarter 2024 earnings released: EPS: US$1.24 (vs US$2.06 in 2Q 2023)

Equitable Holdings, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on August 13, 2024

Equitable Holdings, Inc. to Report Q2, 2024 Results on Jul 30, 2024

Equitable, Principal Franchise of Equitable Holdings, Inc. Enhances Corporate Endowment Solutions Platform

First quarter dividend of US$0.24 announced

Equitable Holdings, Inc. Announces Executive Changes

Insider recently sold €1.1m worth of stock

Equitable Holdings, Inc. Intends to Increase Quarterly Cash Dividend in the Second Quarter

First quarter 2024 earnings released: EPS: US$0.30 (vs US$0.45 in 1Q 2023)

Equitable Holdings, Inc. to Report Q1, 2024 Results on Apr 30, 2024

Equitable Holdings, Inc. Announces Executive Appointments

Equitable Holdings, Inc. Announces Executive Changes

Fourth quarter dividend of US$0.22 announced

Equitable Holdings, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 4, 2024

Equitable Holdings, Inc. (NYSE:EQH) announces an Equity Buyback for $1,300 million worth of its shares.

Full year 2023 earnings released: EPS: US$3.72 (vs US$4.52 in FY 2022)

Now 21% overvalued after recent price rise

Equitable Holdings, Inc. to Report Q4, 2023 Results on Feb 06, 2024

New major risk - Revenue and earnings growth

Equitable Holdings, Inc. Declares a Quarterly Cash Dividend, Payable on December 4, 2023

Equitable Enhances Eb360® Platform with Digital Onboarding

Third quarter 2023 earnings released: EPS: US$3.00 (vs US$0.69 in 3Q 2022)

Equitable Holdings, Inc. to Report Q3, 2023 Results on Oct 31, 2023

Equitable Holdings, Inc. Appoints Erik Bass as Head of Investor Relations for Equitable Holdings

New major risk - Earnings quality

New minor risk - Profit margin trend

Second quarter 2023 earnings released: EPS: US$2.06 (vs US$4.49 in 2Q 2022)

Now 21% undervalued

Equitable Holdings, Inc. Declares Quarterly Cash Dividend, Payable on August 14, 2023

Equitable Holdings, Inc. to Report Q2, 2023 Results on Aug 02, 2023

Equitable Holdings, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2023

Equitable Holdings, Inc. Announces Dividend for the First Quarter 2023

First quarter 2023 earnings released: EPS: US$0.45 (vs US$1.44 in 1Q 2022)

Senior VP recently sold €191k worth of stock

Investor sentiment deteriorates as stock falls 23%

Equitable Holdings, Inc. Declares Common Stock Dividend, Payable on March 6, 2023

Full year 2022 earnings released: EPS: US$4.52 (vs US$1.24 loss in FY 2021)

Equitable Holdings, Inc. (NYSE:EQH) announces an Equity Buyback for $700 million worth of its shares.

Equitable Expands Portfolio in Variable Universal Life Market

Equitable Holdings, Inc. to Report Q4, 2022 Results on Feb 08, 2023

Equitable Holdings, Inc. Declares Common Stock Dividends, Payable on December 5, 2022

Third quarter 2022 earnings released: EPS: US$0.69 (vs US$1.60 in 3Q 2021)

Equitable Holdings, Inc. to Report Q3, 2022 Results on Nov 02, 2022

Independent Director recently sold €219k worth of stock

Senior VP recently sold €188k worth of stock

Second quarter 2022 earnings released: EPS: US$4.49 (vs US$0.23 in 2Q 2021)

Equitable Holdings, Inc. Declares Quarterly Cash Dividend, Payable on August 15, 2022

Equitable Holdings, Inc. to Report Q2, 2022 Results on Aug 03, 2022

Equitable Holdings Appoints Arlene Isaacs-Lowe to the Board of Directors

Equitable Holdings, Inc. Appoints Craig MacKay to its Board of Directors

Equitable Holdings, Inc. Declares A Quarterly Cash Dividend, Payable June 6, 2022

First quarter 2022 earnings released: EPS: US$1.44 (vs US$3.46 loss in 1Q 2021)

Equitable Holdings, Inc. Intends to Increase Quarterly Cash Dividend in the Second Quarter 2022

Equitable Holdings, Inc. to Report Q1, 2022 Results on May 09, 2022

Equitable Holdings, Inc., Annual General Meeting, May 19, 2022

Equitable Holdings, Inc. Declares Quarterly Cash Dividend, Payable on March 7, 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Equitable Holdings, Inc. to Report Q4, 2021 Results on Feb 10, 2022

Equitable Holdings, Inc. to Report Q4, 2021 Results on Feb 10, 2022

Independent Director recently sold €286k worth of stock

Equitable, A Principal Franchise of Equitable Holdings, Inc Announces Innovative Registered Index-Linked Annuity That Combines Lifetime Income Options with Some Protection from Equity Market Volatility

Independent Director recently sold €148k worth of stock

Third quarter 2021 earnings released: EPS US$1.57 (vs US$1.77 loss in 3Q 2020)

Second quarter 2021 earnings released: EPS US$0.23 (vs US$8.99 loss in 2Q 2020)

Independent Director recently sold €83k worth of stock

Venerable Insurance and Annuity Company completed the acquisition of Corporate Solutions Life Reinsurance Company from Equitable Holdings, Inc. (NYSE:EQH).

Equitable Holdings, Inc. Declares Common Stock Dividend, Payable on June 7, 2021

Equitable Holdings Announces Regulatory Approval for Legacy Variable Annuity Reinsurance Transaction with Venerable