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AI brief of an SEC Form 8-K · Equitable (EQH)

Equitable Holdings: AB CEO Seth Bernstein to retire; Onur Erzan to succeed him

Neutral Impact 4 of 5 leadership Written later

Seth Bernstein will retire as CEO of AllianceBernstein effective March 31, 2027, and will step down as head of asset management at Equitable Holdings. Onur Erzan, currently AB's President and a member of Equitable's Management Committee, will become AB's CEO and President effective April 1, 2027. At the September 23, 2026 annual meeting, shareholders elected all nine director nominees, ratified PricewaterhouseCoopers as auditor, and approved the advisory vote on executive pay.

Key points

  • Seth Bernstein retires as AB CEO effective March 31, 2027, and steps down as Equitable's head of asset management; he will remain on the AB Board.
  • Onur Erzan named AB CEO and President effective April 1, 2027, with a fiscal 2027 total compensation target of $13.5 million and a base salary of $650,000.
  • Bernstein's retirement agreement includes a $2.5 million AB Holding unit award and 26 weeks of salary continuation totaling $325,000, subject to compliance conditions.
  • Annual meeting on September 23, 2026: PricewaterhouseCoopers ratified with 241,391,012 votes for and 7,850,494 against; say-on-pay approved with 235,558,213 votes for.

The filing

CompanyEquitable (EQH)
Form8-K, current report
Filed with the SECSep 25, 2026, 8:15 AM ET
Accession number0001333986-26-000048

Items reported: 5.02 Director / Officer Change5.07 Shareholder Vote Results

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 25, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.