Issued 2026-09-16 at $53.88 · now $53.88 (2026-09-16, +0.0% since)
Based on its own history, a month from the 2026-09-16 close, EQH has typically landed between $47.34 and $60.91 — a range of −12.1% to +13.0% from the issuance price $53.88.
- Actual close
- Typical path (median)
- Middle 50% of outcomes
- 90% range
2,078 overlapping 1 month windows · 2018-05-10 – 2026-08-17 · basis climatology · forecast (batch). Probability up 53.9% (90% CI 51.7–56.1%, ≈1,408 obs).
The cone is anchored at the 2026-09-16 issuance close ($53.88) — the price the forecast resolves against on 2026-10-15, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.
Where EQH has typically landed a month from the 2026-09-16 close of $53.88 — the range is history, not a prediction.
- now $53.88 (+0.0%)
- typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $54.76 (+1.6%)
- middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $51.81–$57.71
- 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $47.34–$60.91
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 2,078 windows spanning 2018-05-10 to 2026-09-16. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
| Start | Return | Max drop | Max rise |
|---|---|---|---|
| 3 worst | |||
| 2020-02-21 | −60.7% | −60.7% | +0.0% |
| 2020-02-20 | −60.5% | −60.5% | +0.0% |
| 2020-02-19 | −58.0% | −58.0% | +0.6% |
| 3 best | |||
| 2020-03-23 | +47.4% | +0.0% | +59.4% |
| 2020-10-27 | +43.6% | +0.0% | +44.3% |
| 2020-03-20 | +37.6% | −2.0% | +56.2% |
2,078 overlapping windows · 2018-05-10 – 2026-09-16 · not cherry-picked
Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.
iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~9 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.Jan
50%
+3.8%
n=8
Feb
50%
+0.1%
n=8
Mar
38%
−5.1%
n=8
Apr
63%
+5.7%
n=8
May
50%
+1.0%
n=8
Jun
56%
+0.6%
n=9
Jul
89%
+4.8%
n=9
Aug
78%
+2.0%
n=9
Sep
22%
−3.3%
n=9
Oct
50%
+4.7%
n=8
Nov
63%
+6.1%
n=8
Dec
63%
−1.4%
n=8
Up-frequency and average month-over-month return · historical frequency, not a prediction
Reported insider & political trades
Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.
| Date | Person | Role | Action | Shares @ price | Value | Ownership Δ | vs S&P 1m | vs S&P 6m | Owned after | Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-04 | Lane Nick | officer | Sale | 14,923 @ $53.24 | $795K | −11.9% of holding | not yet — horizon still open | not yet — horizon still open | 110,007 | Form 4 · filed 4 days after the trade |
| 2026-09-04 | Isaacs-Lowe Arlene | director | Sale | 1,000 @ $52.83 | $53K | −4.8% of holding | not yet — horizon still open | not yet — horizon still open | 19,763 | Form 4 · filed same day |
| 2026-08-17 | HURD JEFFREY J | officer | Sale | 4,659 @ $51.39 | $239K | −5.9% of holding | +7.8% | not yet — horizon still open | 74,719 | Form 4 · filed 1 day after the trade |
| 2026-08-17 | HURD JEFFREY J | officer | Sale | 4,200 @ $52.51 | $221K | −5.6% of holding | +7.8% | not yet — horizon still open | 70,519 | Form 4 · filed 1 day after the trade |
| 2026-08-17 | HURD JEFFREY J | officer | Sale | 2,459 @ $51.39 | $126K | −3.5% of holding | +7.8% | not yet — horizon still open | 67,560 | Form 4 · filed 1 day after the trade |
| 2026-08-17 | HURD JEFFREY J | officer | Sale | 2,241 @ $52.50 | $118K | −3.3% of holding | +7.8% | not yet — horizon still open | 65,319 | Form 4 · filed 1 day after the trade |
| 2026-08-17 | HURD JEFFREY J | officer | Sale | 500 @ $53.05 | $27K | −0.7% of holding | +7.8% | not yet — horizon still open | 70,019 | Form 4 · filed 1 day after the trade |
| 2026-08-17 | HURD JEFFREY J | officer | Sale | 300 @ $53.06 | $16K | −0.5% of holding | +7.8% | not yet — horizon still open | 65,019 | Form 4 · filed 1 day after the trade |
| 2026-08-11 | MacKay Craig C | director | Sale | 2,200 @ $51.37 | $113K | −10.4% of holding | +4.1% | not yet — horizon still open | 18,999 | Form 4 · filed same day |
| 2026-08-10 | Eckert William James IV | officer | Sale | 947 @ $52.88 | $50K | −10.1% of holding | +0.3% | not yet — horizon still open | 8,419 | Form 4 · filed same day |
| 2026-08-06 | Stonehill Charles G.T. | director | Sale | 7,500 @ $51.54 | $387K | −17.9% of holding | +1.3% | not yet — horizon still open | 34,357 | Form 4 · filed 4 days after the trade |
| 2026-08-06 | SCOTT BERTRAM L | director | Sale | 1,466 @ $51.15 | $75K | −5.2% of holding | +1.3% | not yet — horizon still open | 26,465 | Form 4 · filed 4 days after the trade |
| 2026-07-20 | Pearson Mark | director | Sale | 39,564 @ $48.54 | $1.9M | −5.0% of holding | +2.9% | not yet — horizon still open | 753,539 | Form 4 · filed 1 day after the trade |
| 2026-07-20 | Pearson Mark | director | Sale | 136 @ $49.19 | $7K | −0.0% of holding | +2.9% | not yet — horizon still open | 753,403 | Form 4 · filed 1 day after the trade |
| 2026-07-15 | HURD JEFFREY J | officer | Sale | 7,958 @ $49.01 | $390K | −9.6% of holding | +4.4% | not yet — horizon still open | 74,748 | Form 4 · filed 2 days after the trade |
| 2026-07-15 | HURD JEFFREY J | officer | Sale | 4,200 @ $49.03 | $206K | −5.7% of holding | +4.4% | not yet — horizon still open | 69,748 | Form 4 · filed 2 days after the trade |
| 2026-07-15 | HURD JEFFREY J | officer | Sale | 1,400 @ $48.01 | $67K | −1.7% of holding | +4.4% | not yet — horizon still open | 82,706 | Form 4 · filed 2 days after the trade |
| 2026-07-15 | HURD JEFFREY J | officer | Sale | 800 @ $48.02 | $38K | −1.1% of holding | +4.4% | not yet — horizon still open | 73,948 | Form 4 · filed 2 days after the trade |
| 2026-06-18 | Pearson Mark | director | Sale | 39,700 @ $45.28 | $1.8M | −4.9% of holding | +6.8% | not yet — horizon still open | 765,903 | Form 4 · filed 5 days after the trade |
| 2026-06-15 | HURD JEFFREY J | officer | Sale | 9,358 @ $45.11 | $422K | −10.5% of holding | +8.7% | not yet — horizon still open | 79,748 | Form 4 · filed 3 days after the trade |
| 2026-06-15 | HURD JEFFREY J | officer | Sale | 5,000 @ $45.11 | $226K | −6.3% of holding | +8.7% | not yet — horizon still open | 74,748 | Form 4 · filed 3 days after the trade |
| 2026-06-10 | Eckert William James IV | officer | Sale | 6,200 @ $41.83 | $259K | −39.8% of holding | +10.5% | not yet — horizon still open | 9,366 | Form 4 · filed same day |
| 2026-06-04 | SCOTT BERTRAM L | director | Sale | 2,470 @ $41.08 | $101K | −8.1% of holding | +17.8% | not yet — horizon still open | 27,931 | Form 4 · filed 1 day after the trade |
| 2026-05-18 | Pearson Mark | director | Sale | 39,700 @ $42.60 | $1.7M | −4.9% of holding | +6.8% | not yet — horizon still open | 776,683 | Form 4 · filed 2 days after the trade |
| 2026-05-15 | HURD JEFFREY J | officer | Sale | 9,358 @ $42.44 | $397K | −10.0% of holding | +5.6% | not yet — horizon still open | 84,403 | Form 4 · filed 3 days after the trade |
| 2026-05-15 | Eckert William James IV | officer | Sale | 7,300 @ $42.48 | $310K | −32.0% of holding | +5.6% | not yet — horizon still open | 15,506 | Form 4 · filed 3 days after the trade |
| 2026-05-15 | HURD JEFFREY J | officer | Sale | 5,000 @ $42.45 | $212K | −5.9% of holding | +5.6% | not yet — horizon still open | 79,403 | Form 4 · filed 3 days after the trade |
| 2026-05-15 | Lane Nick | officer | Sale | 4,417 @ $42.45 | $187K | −3.4% of holding | +5.6% | not yet — horizon still open | 124,218 | Form 4 · filed 3 days after the trade |
| 2026-04-20 | Pearson Mark | director | Sale | 39,700 @ $41.63 | $1.7M | −4.8% of holding | −4.5% | not yet — horizon still open | 789,183 | Form 4 · filed 1 day after the trade |
| 2026-04-15 | Lane Nick | officer | Sale | 10,000 @ $40.44 | $404K | −7.5% of holding | −5.7% | not yet — horizon still open | 124,218 | Form 4 · filed 2 days after the trade |
| 2026-04-15 | HURD JEFFREY J | officer | Sale | 8,309 @ $40.61 | $337K | −8.4% of holding | −5.7% | not yet — horizon still open | 90,452 | Form 4 · filed 2 days after the trade |
| 2026-04-15 | HURD JEFFREY J | officer | Sale | 5,000 @ $40.44 | $202K | −5.6% of holding | −5.7% | not yet — horizon still open | 84,403 | Form 4 · filed 2 days after the trade |
| 2026-04-15 | Pearson Mark | director | Sale | 1,387 @ $40.03 | $56K | −0.2% of holding | −5.7% | not yet — horizon still open | 801,683 | Form 4 · filed 2 days after the trade |
| 2026-04-15 | HURD JEFFREY J | officer | Sale | 1,049 @ $41.06 | $43K | −1.2% of holding | −5.7% | not yet — horizon still open | 89,403 | Form 4 · filed 2 days after the trade |
| 2026-04-08 | Pearson Mark | director | Sale | 38,313 @ $40.05 | $1.5M | −4.6% of holding | +2.1% | not yet — horizon still open | 801,683 | Form 4 · filed 2 days after the trade |
| 2026-04-08 | Lane Nick | officer | Sale | 10,000 @ $40.04 | $400K | −7.5% of holding | +2.1% | not yet — horizon still open | 124,218 | Form 4 · filed 1 day after the trade |
| 2026-04-08 | HURD JEFFREY J | officer | Sale | 9,358 @ $40.06 | $375K | −9.0% of holding | +2.1% | not yet — horizon still open | 94,403 | Form 4 · filed 1 day after the trade |
| 2026-04-08 | HURD JEFFREY J | officer | Sale | 5,000 @ $40.00 | $200K | −5.3% of holding | +2.1% | not yet — horizon still open | 89,403 | Form 4 · filed 1 day after the trade |
| 2026-02-18 | Pearson Mark | director | Sale | 39,700 @ $45.50 | $1.8M | −4.9% of holding | −13.8% | −0.7% | 763,455 | Form 4 · filed 1 day after the trade |
| 2026-02-17 | Lane Nick | officer | Sale | 12,801 @ $44.81 | $574K | −9.3% of holding | −12.7% | +1.7% | 125,075 | Form 4 · filed 2 days after the trade |
| 2026-02-17 | Lane Nick | officer | Sale | 7,199 @ $45.31 | $326K | −5.8% of holding | −12.7% | +1.7% | 117,876 | Form 4 · filed 2 days after the trade |
| 2026-02-17 | Lane Nick | officer | Sale | 6,470 @ $44.82 | $290K | −5.5% of holding | −12.7% | +1.7% | 111,406 | Form 4 · filed 2 days after the trade |
| 2026-02-17 | Lane Nick | officer | Sale | 3,530 @ $45.31 | $160K | −3.2% of holding | −12.7% | +1.7% | 107,876 | Form 4 · filed 2 days after the trade |
| 2026-01-20 | Pearson Mark | director | Sale | 33,838 @ $46.11 | $1.6M | −4.9% of holding | −3.9% | −2.6% | 658,807 | Form 4 · filed 1 day after the trade |
| 2026-01-20 | Pearson Mark | director | Sale | 5,862 @ $46.77 | $274K | −0.9% of holding | −3.9% | −2.6% | 652,945 | Form 4 · filed 1 day after the trade |
| 2026-01-15 | Lane Nick | officer | Sale | 10,000 @ $47.65 | $477K | −8.3% of holding | −3.0% | −4.6% | 109,958 | Form 4 · filed 1 day after the trade |
| 2026-01-15 | Lane Nick | officer | Sale | 10,000 @ $47.65 | $476K | −9.1% of holding | −3.0% | −4.6% | 99,958 | Form 4 · filed 1 day after the trade |
| 2026-01-15 | Lane Nick | officer | Sale | 10,000 @ $47.65 | $476K | −7.7% of holding | −3.0% | −4.6% | 119,958 | Form 4 · filed 1 day after the trade |
| 2026-01-15 | HURD JEFFREY J | officer | Sale | 6,790 @ $47.65 | $324K | −11.0% of holding | −3.0% | −4.6% | 55,023 | Form 4 · filed 1 day after the trade |
| 2025-12-18 | Pearson Mark | director | Sale | 39,700 @ $47.88 | $1.9M | −5.6% of holding | −5.9% | −14.0% | 665,445 | Form 4 · filed 1 day after the trade |
| 2025-12-18 | Lane Nick | officer | Sale | 10,000 @ $47.88 | $479K | −6.7% of holding | −5.9% | −14.0% | 139,958 | Form 4 · filed 1 day after the trade |
| 2025-12-18 | Lane Nick | officer | Sale | 10,000 @ $47.87 | $479K | −7.7% of holding | −5.9% | −14.0% | 119,958 | Form 4 · filed 1 day after the trade |
| 2025-12-18 | Lane Nick | officer | Sale | 10,000 @ $47.87 | $479K | −7.1% of holding | −5.9% | −14.0% | 129,958 | Form 4 · filed 1 day after the trade |
| 2025-12-15 | HURD JEFFREY J | officer | Sale | 6,790 @ $48.35 | $328K | −9.9% of holding | −4.0% | −13.9% | 61,813 | Form 4 · filed 1 day after the trade |
| 2025-12-10 | Eckert William James IV | officer | Sale | 4,300 @ $47.27 | $203K | −21.6% of holding | −1.8% | −15.3% | 15,625 | Form 4 · filed 1 day after the trade |
| 2025-12-01 | Hondal Francis | director | Purchase | 104 @ $46.86 | $5K | +0.4% of holding | +4.0% | −22.8% | 25,931 | Form 4 · filed 171 days after the trade |
| 2025-11-18 | Pearson Mark | director | Sale | 35,965 @ $43.11 | $1.6M | −5.0% of holding | +9.1% | −13.2% | 680,275 | Form 4 · filed 2 days after the trade |
| 2025-11-18 | Pearson Mark | director | Sale | 3,735 @ $43.53 | $163K | −0.5% of holding | +9.1% | −13.2% | 676,540 | Form 4 · filed 2 days after the trade |
| 2025-11-17 | HURD JEFFREY J | officer | Sale | 3,790 @ $42.81 | $162K | −5.0% of holding | +12.0% | −11.9% | 71,308 | Form 4 · filed 1 day after the trade |
| 2025-11-17 | HURD JEFFREY J | officer | Sale | 3,000 @ $43.88 | $132K | −4.2% of holding | +12.0% | −11.9% | 68,308 | Form 4 · filed 1 day after the trade |
The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.
188 award / exercise / gift records — not counted as purchases
Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.
| Date | Person | Role | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|---|
| 2026-08-17 | HURD JEFFREY J | officer | Option exercise | 9,359 | 79,378 | Form 4 |
| 2026-08-17 | HURD JEFFREY J | officer | Option exercise | 9,359 | 0 | Form 4 |
| 2026-08-10 | Raju Robin M | officer | Award / grant | 320 | 186,501 | Form 4 |
| 2026-08-10 | HURD JEFFREY J | officer | Award / grant | 272 | 70,019 | Form 4 |
| 2026-08-10 | Pearson Mark | director | Award / grant | 1,359 | 754,761 | Form 4 |
| 2026-08-10 | BERNSTEIN SETH P | director | Award / grant | 104 | 55,970 | Form 4 |
| 2026-08-10 | Eckert William James IV | officer | Award / grant | 48 | 8,467 | Form 4 |
| 2026-08-10 | Meyers Kurt | officer | Award / grant | 197 | 35,286 | Form 4 |
| 2026-08-10 | Lane Nick | officer | Award / grant | 314 | 124,930 | Form 4 |
| 2026-07-20 | Pearson Mark | director | Option exercise | 27,200 | 793,103 | Form 4 |
| 2026-07-20 | Pearson Mark | director | Option exercise | 27,200 | 0 | Form 4 |
| 2026-07-15 | HURD JEFFREY J | officer | Option exercise | 9,358 | 84,106 | Form 4 |
| 2026-07-15 | HURD JEFFREY J | officer | Option exercise | 9,358 | 9,359 | Form 4 |
| 2026-06-18 | Pearson Mark | director | Option exercise | 27,200 | 805,603 | Form 4 |
| 2026-06-18 | Pearson Mark | director | Option exercise | 27,200 | 27,200 | Form 4 |
| 2026-06-15 | HURD JEFFREY J | officer | Option exercise | 9,358 | 89,106 | Form 4 |
| 2026-06-15 | HURD JEFFREY J | officer | Option exercise | 9,358 | 18,717 | Form 4 |
| 2026-06-08 | Meyers Kurt | officer | Award / grant | 250 | 35,043 | Form 4 |
| 2026-06-08 | BERNSTEIN SETH P | director | Award / grant | 131 | 55,866 | Form 4 |
| 2026-06-08 | Eckert William James IV | officer | Award / grant | 61 | 15,566 | Form 4 |
| 2026-06-08 | Pearson Mark | director | Award / grant | 1,719 | 778,403 | Form 4 |
| 2026-06-08 | HURD JEFFREY J | officer | Award / grant | 344 | 79,748 | Form 4 |
| 2026-06-08 | Lane Nick | officer | Award / grant | 398 | 124,616 | Form 4 |
| 2026-06-08 | Raju Robin M | officer | Award / grant | 406 | 186,180 | Form 4 |
| 2026-05-20 | LAMMTENNANT JOAN M | director | Award / grant | 6,897 | 54,788 | Form 4 |
| 2026-05-20 | Hondal Francis | director | Award / grant | 4,400 | 30,331 | Form 4 |
| 2026-05-20 | Isaacs-Lowe Arlene | director | Award / grant | 4,400 | 20,763 | Form 4 |
| 2026-05-20 | MacKay Craig C | director | Award / grant | 4,400 | 21,199 | Form 4 |
| 2026-05-20 | SCOTT BERTRAM L | director | Award / grant | 4,400 | 30,401 | Form 4 |
| 2026-05-20 | Stonehill Charles G.T. | director | Award / grant | 4,400 | 41,857 | Form 4 |
| 2026-05-20 | Kaye Daniel G | director | Award / grant | 4,400 | 60,086 | Form 4 |
| 2026-05-20 | Dachille Douglas A. | director | Award / grant | 4,400 | 7,793 | Form 4 |
| 2026-05-20 | Stansfield George | director | Award / grant | 4,400 | 43,227 | Form 4 |
| 2026-05-18 | Pearson Mark | director | Option exercise | 27,200 | 816,383 | Form 4 |
| 2026-05-18 | Pearson Mark | director | Option exercise | 27,200 | 54,400 | Form 4 |
| 2026-05-15 | HURD JEFFREY J | officer | Option exercise | 9,358 | 93,761 | Form 4 |
| 2026-05-15 | Lane Nick | officer | Option exercise | 4,417 | 128,635 | Form 4 |
| 2026-05-15 | HURD JEFFREY J | officer | Option exercise | 9,358 | 28,075 | Form 4 |
| 2026-05-15 | Lane Nick | officer | Option exercise | 4,417 | 0 | Form 4 |
| 2026-04-20 | Pearson Mark | director | Option exercise | 27,200 | 828,883 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.
Congressional disclosures
No congressional trades disclosed for this company.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.