MarketPeel
Insider Trading Intelligence
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Ramon De Oliveira

EQH
DIRECTOR · EQUITABLE HOLDINGS, INC. · CIK 0001214685
FILING MIX · LIFETIME100%/0%
BUYS
6
SELLS
0
TOTAL VALUE
$589.6K
COMPANIES
2
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
86,978
AVG SELL PX
TRADE KIND
SHOWING 6 / 6
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Ramon De Oliveira, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d2+0.00%-21.59%-13.72%-7.87%-7.87%
14d2+0.00%-43.50%-21.56%-21.94%-21.94%
30d2+0.00%-29.43%-13.95%-15.48%-15.48%
60d2+0.00%-12.82%-4.46%-8.36%-8.36%
90d2+100.00%+11.54%+4.55%+6.99%+6.99%
180d2+100.00%+12.12%+19.63%-7.52%-7.52%
1y2+100.00%+63.19%+30.29%+32.91%+32.91%
2y2+100.00%+60.71%+46.53%+14.18%+14.18%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
EQH · 56,695 shares · as of May 20, 2021
014,17428,34842,52156,6952021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
FLOW · 6 buys / 0 sellsCOVERAGE · 6 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
EQH
EQUITABLE HOLDINGS, INC.
PURCHASEGRANT
Stock grant
7,87256,695May 20, 2021May 21, 2021
AB
ALLIANCEBERNSTEIN HOLDING L.P.
PURCHASEGRANT
Stock grant
3,918$43.40$170.0K30,283May 20, 2021May 24, 2021
EQH
EQUITABLE HOLDINGS, INC.
PURCHASEGRANT
Stock grant
14,69048,823May 20, 2020May 21, 2020
AB
ALLIANCEBERNSTEIN HOLDING L.P.
PURCHASEGRANT
Stock grant
7,176$23.69$170.0K26,365May 20, 2020May 21, 2020
EQH
EQUITABLE HOLDINGS, INC.
PURCHASE
8,000$18.69$149.5K34,133Mar 6, 2020Mar 9, 2020
EQH
EQUITABLE HOLDINGS, INC.
PURCHASE
4,890$20.45$100.0K26,133Mar 5, 2020Mar 9, 2020
Other insiders · EQH
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About this filer
CIK 0001214685
ROLE
Director
PRIMARY
EQH
COMPANIES
2
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001214685DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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