# Corebridge Financial, Inc. (CRBG) — merger/definitive [pending]
Source: SEC API (secapi.ai) · situation sit_e1e0905de27533fd0af9 · retrieved 2026-08-11T16:10:48.910Z

## Overview
Corebridge Financial, Inc. is one of the largest providers of retirement solutions and insurance products in the United States, with more than $380 billion in assets under management and administration as of March 31, 2026.

On July 30, 2026, Corebridge Financial, Inc. held a special stockholder meeting and approved the Agreement and Plan of Merger with Equitable Holdings, Inc., dated March 26, 2026. The merger was approved by approximately 99.96% of Corebridge stockholder votes cast, representing approximately 82.14% of outstanding shares. The transaction remains subject to regulatory approval and customary closing conditions and is expected to close by year-end 2026. Marc Costantini will serve as President and Chief Executive Officer of the combined company, while Mark Pearson will serve as Executive Chair.

## Terms
- Counterparty: Equitable Holdings, Inc. · Consideration: stock · Stake: 51%

## Key dates
- Announced 2026-07-21 · Record 2026-06-22 · Vote 2026-07-30 · Expected close 2026-12-31

## Timeline
- 2026-07-21 · 8-K (0001140361-26-029152): 8-K - Corebridge Financial, Inc. — *Corebridge Financial, Inc. is a life insurance company that provides insurance and investment products.* On March 26, 2026, Corebridge Financial, Inc. and Equitable Holdings, Inc. entered into an Agreement and Plan of Merger providing for a two-step merger structure. Corebridge Merger Sub will merge with and into Corebridge, with Corebridge surviving as a wholly-owned subsidiary of New Equitable (Mountain Holding, Inc.). Immediately thereafter, Equitable Merger Sub will merge with and into Equitable, with Equitable surviving as a wholly-owned subsidiary of New Equitable. Upon closing, New Equitable will change its name to Equitable Holdings, Inc. A Registration Statement on Form S-4 was filed on May 5, 2026 and declared effective on June 23, 2026. Each company will hold a special stockholder meeting on July 30, 2026 to vote on the merger.
  https://www.sec.gov/Archives/edgar/data/1889539/0001140361-26-029152.txt
- 2026-07-21 · 425 (0001140361-26-029153): 425 - Corebridge Financial, Inc. — *Corebridge Financial, Inc. is a life insurance company.* On March 26, 2026, Corebridge Financial, Inc. and Equitable Holdings, Inc. entered into an Agreement and Plan of Merger providing for a two-step merger structure. Corebridge Merger Sub will merge with and into Corebridge, with Corebridge surviving as a wholly-owned subsidiary of New Equitable (Mountain Holding, Inc.). Immediately following, Equitable Merger Sub will merge with and into Equitable, with Equitable surviving as a wholly-owned subsidiary of New Equitable. Upon closing, New Equitable will change its name to Equitable Holdings, Inc. Each of Corebridge and Equitable will hold special stockholder meetings on July 30, 2026 to vote on the Mergers. The Registration Statement on Form S-4 was declared effective by the SEC on June 23, 2026, and the definitive joint proxy statement/prospectus has been mailed to stockholders.
  https://www.sec.gov/Archives/edgar/data/1889539/0001140361-26-029153.txt
- 2026-07-30 · 8-K (0001140361-26-030260): 8-K - Corebridge Financial, Inc. — *Corebridge Financial, Inc. is one of the largest providers of retirement solutions and insurance products in the United States, with more than $380 billion in assets under management and administration as of March 31, 2026.* On July 30, 2026, Corebridge Financial, Inc. held a special stockholder meeting and approved the Agreement and Plan of Merger with Equitable Holdings, Inc., dated March 26, 2026. The merger involves Equitable acquiring Corebridge through a series of newly formed subsidiary entities (Mountain Holding, Inc., Palisade Holding, Inc., and Marcy Holding, Inc.). Approximately 99.96% of Corebridge stockholder votes cast were in favor of the merger, representing approximately 82.14% of outstanding shares. The transaction remains subject to regulatory approval and customary closing conditions, with an expected close by year-end 2026.
  https://www.sec.gov/Archives/edgar/data/1889539/0001140361-26-030260.txt
- 2026-07-30 · 425 (0001140361-26-030262): 425 - Corebridge Financial, Inc. — *Corebridge Financial, Inc. is one of the largest providers of retirement solutions and insurance products in the United States, with more than $380 billion in assets under management and administration as of March 31, 2026.* On July 30, 2026, Corebridge Financial, Inc. held a special stockholder meeting and approved the Agreement and Plan of Merger with Equitable Holdings, Inc., dated March 26, 2026. The merger was approved by approximately 99.96% of Corebridge stockholder votes cast, representing approximately 82.14% of outstanding shares. The transaction remains subject to regulatory approval and customary closing conditions and is expected to close by year-end 2026. Marc Costantini will serve as President and Chief Executive Officer of the combined company, while Mark Pearson will serve as Executive Chair.
  https://www.sec.gov/Archives/edgar/data/1889539/0001140361-26-030262.txt

## Citations
- 0001140361-26-029152 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000114036126029152
- 0001140361-26-029153 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000114036126029153
- 0001140361-26-030260 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000114036126030260
- 0001140361-26-030262 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000114036126030262