Corebridge Financial, Inc. filed a Form 8-K on August 17, 2026 to submit audited and unaudited financial statements of Equitable Holdings, Inc. and unaudited pro forma combined financial statements of New Equitable in connection with a planned merger announced on March 26, 2026.

Key Highlights

  • Merger agreement: Corebridge entered into an Agreement and Plan of Merger with Equitable Holdings, Inc. on March 26, 2026, involving newly formed subsidiaries New Equitable, Palisade Holding, and Marcy Holding.
  • Audited financials filed: Equitable's audited consolidated financial statements as of December 31, 2025 and 2024, and for the years ended December 31, 2025, 2024, and 2023, are included as Exhibit 99.1.
  • Unaudited interim financials filed: Equitable's unaudited consolidated financial statements as of June 30, 2026 and December 31, 2025, and for the three and six months ended June 30, 2026 and 2025, are included as Exhibit 99.2.
  • Pro forma financials filed: Unaudited pro forma condensed combined balance sheet of New Equitable as of June 30, 2026, and pro forma statements of income (loss) for the six months ended June 30, 2026 and the year ended December 31, 2025, are included as Exhibit 99.3.
  • Auditor consent included: PricewaterhouseCoopers LLP provided its consent, filed as Exhibit 23.1.
  • Filing purpose: According to the filing, the financial statements are being submitted for incorporation by reference into a registration statement and related prospectus filed by Corebridge.

Corebridge Submits Equitable Holdings Financials to Support Merger Registration

Corebridge Financial, Inc. (NYSE:CRBG) filed this Form 8-K on August 17, 2026 under Item 9.01, disclosing financial statements and pro forma information related to its pending combination with Equitable Holdings, Inc. The filing references the Agreement and Plan of Merger entered into on March 26, 2026, which involves Corebridge, Equitable, and three newly formed Delaware subsidiaries: Mountain Holding, Inc. (wholly owned by Corebridge, designated as "New Equitable"), Palisade Holding, Inc. (a wholly owned subsidiary of New Equitable), and Marcy Holding, Inc. (also a wholly owned subsidiary of New Equitable).

According to the filing, the primary purpose of the 8-K is to provide financial information for incorporation by reference into a registration statement and related prospectus filed by Corebridge. The audited financial statements of Equitable cover two balance sheet dates, December 31, 2025 and 2024, and three fiscal years ended December 31, 2025, 2024, and 2023. These statements include management's assessment of the effectiveness of internal control over financial reporting. The filing also includes PricewaterhouseCoopers LLP's consent as Exhibit 23.1.

The unaudited pro forma condensed combined financial statements reflect New Equitable, the newly formed entity, rather than either standalone company. The pro forma balance sheet is presented as of June 30, 2026, and the pro forma statements of income (loss) cover the six months ended June 30, 2026 and the full year ended December 31, 2025. The filing was signed by Christopher Filiaggi, Interim Chief Financial Officer and Chief Accounting Officer of Corebridge Financial, Inc.

What Was Disclosed

Corebridge Financial filed audited and unaudited financial statements of Equitable Holdings and unaudited pro forma combined financials of New Equitable on August 17, 2026, in connection with a merger agreement dated March 26, 2026, for use in a registration statement and prospectus.