XML 72 R55.htm IDEA: XBRL DOCUMENT v3.23.1

SHARE-BASED COMPENSATION PROGRAMS (Tables)

12 Months Ended

Dec. 31, 2022

Share-Based Payment Arrangement [Abstract]

Schedule Of Compensation Costs

Compensation costs for 2022, 2021 and 2020 for share-based payment arrangements as further described herein are as follows:

			Year Ended December 31,
			2022						2021						2020
			(in millions)
Performance Shares			$	31					$	17					$	11
Stock Options			1						—						7
Restricted Stock Units			296						257						234
Total compensation expenses			$	328					$	274					$	252
Income Tax Benefit			$	68					$	58					$	52

Schedule of Stock Option Activity

A summary of activity in the Holdings, AB and AXA option plans during 2022 as follows:

			Options Outstanding
			EQH Shares												AB Holding Units												AXA Ordinary Shares
			Number Outstanding   (in 000’s)						Weighted Average Exercise Price						Number Outstanding (In 000’s)						Weighted Average Exercise Price						Number Outstanding   (in 000’s)						Weighted Average Exercise Price
Options outstanding at January 1, 2022			2,040						$	21.69					5,774						$	20.12					874						€ 22.39
Options granted			—						—						—						—						—						—
Options exercised			(73)						18.05						(5,774)						20.12						(181)						—
Options forfeited, net			(24)						22.58						—						—						(27)						—
Options expired			—						—						—						—						—						—
Options outstanding at December 31, 2022			1,943						$	21.75					—						$	—					666						€ 22.95
Aggregate intrinsic value (1)									$	5,895											$	—											€	—
Weighted average remaining contractual term (in years)			6.55												0.00												4.00
Options exercisable at December 31, 2022			1,517						$	21.45					—						$	—					630						€ 23.03
Aggregate intrinsic value (1)									$	5,058											$	—											€	—
Weighted average remaining contractual term (in years)			6.41												0.00												3.91

_______________

(1)    Aggregate intrinsic value, presented in thousands, is calculated as the excess of the closing market price on December 31, 2022 of the respective underlying shares over the strike prices of the option awards. For awards with strike prices higher than market prices, intrinsic value is shown as zero.

A summary of stock option grant assumptions activity in the Company option plans during the years ended December 31, 2022, 2021, and 2020 follows:

			EQH Shares (1)
			2022 (2)						2021 (2)						2020
Dividend yield			—%						—%						2.59%
Expected volatility			—%						—%						26.00%
Risk-free interest rates			—%						—%						1.19%
Expected life in years			—						—						6.0
Weighted average fair value per option at grant date			$	—					$	—					$	4.37

_______________

(1)    The expected volatility is based on historical selected peer data, the weighted average expected term is determined by using the simplified method due to lack of sufficient historical data, the expected dividend yield based on Holdings’ expected annualized dividend, and the risk-free interest rate is based on the U.S. Treasury bond yield for the appropriate expected term.

(2)    No stock options granted during the years ended December 31, 2022 and 2021.

Schedule Of Share-based Compensation, Restricted Stock Units Award Activity

The following table summarizes Holdings restricted share units activity for 2022.

			Shares of Holdings Restricted Stock Units						Weighted-Average Grant Date  Fair Value
Unvested as of January 1, 2022			3,228,733						$	21.15
Granted			1,340,926						33.28
Forfeited			(172,349)						28.39
Vested			(1,608,145)						23.03
Unvested as of December 31, 2022			2,789,165						$	29.46

Schedule Of Share-based Compensation, Performance Stock Units Award Activity

The following table summarizes Holdings and AXA performance awards activity for 2022.

			Shares of Holdings Performance Awards						Weighted-Average Grant Date  Fair Value						Shares of AXA Performance Awards						Weighted-Average Grant Date Fair Value
Unvested as of January 1, 2022			1,217,222						$	28.93					62,747						$	21.28
Granted			704,769						33.01						—						—
Forfeited			(107,921)						28.43						—						—
Vested			(486,475)						23.89						(62,747)						21.28
Unvested as of December 31, 2022			1,327,595						$	32.98					—						$	—

X

- Definition

Tabular disclosure of share-based compensation plans expense

+ References

No definition available.

+ Details

Name:	eqh_ScheduleOfShareBasedCompensationExpenseTableTextBlock
Namespace Prefix:	eqh_
Data Type:	dtr-types:textBlockItemType
Balance Type:	na
Period Type:	duration

X

- References

No definition available.

+ Details

Name:	us-gaap_DisclosureOfCompensationRelatedCostsSharebasedPaymentsAbstract
Namespace Prefix:	us-gaap_
Data Type:	xbrli:stringItemType
Balance Type:	na
Period Type:	duration

X

- Definition

Tabular disclosure of the number and weighted-average grant date fair value for restricted stock units that were outstanding at the beginning and end of the year, and the number of restricted stock units that were granted, vested, or forfeited during the year.

+ References

Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
-Publisher FASB
-Name Accounting Standards Codification
-Topic 718
-SubTopic 10
-Section 50
-Paragraph 2
-Subparagraph (c)(1)
-URI https://asc.fasb.org/extlink&oid=128089324&loc=d3e5070-113901

+ Details

Name:	us-gaap_ScheduleOfShareBasedCompensationRestrictedStockUnitsAwardActivityTableTextBlock
Namespace Prefix:	us-gaap_
Data Type:	dtr-types:textBlockItemType
Balance Type:	na
Period Type:	duration

X

- Definition

Tabular disclosure for stock option plans. Includes, but is not limited to, outstanding awards at beginning and end of year, grants, exercises, forfeitures, and weighted-average grant date fair value.

+ References

Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
-Publisher FASB
-Name Accounting Standards Codification
-Topic 718
-SubTopic 10
-Section 50
-Paragraph 2
-Subparagraph (d)
-URI https://asc.fasb.org/extlink&oid=128089324&loc=d3e5070-113901

Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef
-Publisher FASB
-Name Accounting Standards Codification
-Topic 718
-SubTopic 10
-Section 50
-Paragraph 2
-Subparagraph (e)
-URI https://asc.fasb.org/extlink&oid=128089324&loc=d3e5070-113901

Reference 3: http://fasb.org/us-gaap/role/ref/legacyRef
-Publisher FASB
-Name Accounting Standards Codification
-Topic 718
-SubTopic 10
-Section 50
-Paragraph 2
-Subparagraph (c)(1)
-URI https://asc.fasb.org/extlink&oid=128089324&loc=d3e5070-113901

+ Details

Name:	us-gaap_ScheduleOfShareBasedCompensationStockOptionsActivityTableTextBlock
Namespace Prefix:	us-gaap_
Data Type:	dtr-types:textBlockItemType
Balance Type:	na
Period Type:	duration

X

- Definition

Tabular disclosure of number and weighted-average grant date fair value for nonvested performance shares.

+ References

Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
-Publisher FASB
-Name Accounting Standards Codification
-Topic 718
-SubTopic 10
-Section 50
-Paragraph 2
-Subparagraph (c)
-URI https://asc.fasb.org/extlink&oid=128089324&loc=d3e5070-113901

+ Details

Name:	us-gaap_ShareBasedCompensationPerformanceSharesAwardUnvestedActivityTableTextBlock
Namespace Prefix:	us-gaap_
Data Type:	dtr-types:textBlockItemType
Balance Type:	na
Period Type:	duration