Equitable Holdings, Inc. - Jul 10, 2025 Form 4 Insider Report for ALLIANCEBERNSTEIN HOLDING L.P. (AB)

Signature
/s/ Michael Brudoley, Assistant Secretary, Equitable Holdings, Inc.
Stock symbol
AB
Transactions as of
Jul 10, 2025
Transactions value $
$0
Form type
4
Date filed
7/14/2025, 09:36 AM
Previous filing
Apr 4, 2025
Next filing
Oct 31, 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Equitable Holdings, Inc. Affiliate of holder of general partnership units., 10%+ Owner 1345 AVENUE OF THE AMERICAS, NEW YORK /s/ Michael Brudoley, Assistant Secretary, Equitable Holdings, Inc. 2025-07-14 0001333986

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AB Units Other $0 -19.7M -100% $0.00 0 Jul 10, 2025 Direct F1, F2, F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Units Representing Assignments of Beneficial Ownership of Limited Partnership Interests ("AB Holding Units") in AllianceBernstein Holding L.P.
F2 As previously disclosed by the Reporting Person ("EQH") on a Form 4 filed with the Securities and Exchange Commission on December 19, 2024, EQH and AllianceBernstein L.P. ("AB") entered into a Master Exchange Agreement (the "Exchange Agreement") providing for the issuance by AB of up to 10,000,000 units representing assignments of beneficial ownership of limited partnership interests in AB ("AB Units") to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of AB Holding Units owned by EQH or any such subsidiary. At the time the Exchange Agreement was entered into, AB and EQH exchanged 5,211,194 AB Holding Units for AB Units (thereby reducing the 10,000,000 AB Units available for future exchange to 4,788,806 AB Units), and the acquired AB Holding Units were retired.
F3 On July 10, 2025, AB entered into an Amended and Restated Exchange Agreement (the "Amended Exchange Agreement") to increase the AB Units that remain available for exchange from 4,788,806 AB Units to 19,682,946 AB Units. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Holding Units for AB Units and the acquired AB Holding Units were retired.
F4 In addition to the AB Holding Units reported on this Form 4, the Reporting Person and its affiliates beneficially own AB Units as follows. As of July 10, 2025, EQH beneficially owned directly 81,445,154 AB Units; Alpha Units Holdings, Inc. beneficially owned 75,851,289 AB Units; and Alpha Units Holdings II, Inc. beneficially owned directly 41,934,582 AB Units. For more information on the Reporting Person and its affiliates' holdings of AB Units, see their separate Form 4 filings with respect to AB Units.

Remarks:

Affiliate of holder of general partnership units.