Alliancebernstein Holding L.p.
A global asset-management and investment-research firm, AllianceBernstein manages mutual funds, separate accounts, hedge funds, and other investments for institutions like pension plans and insurance companies, as well as wealthy individuals and everyday retail investors. The firm was born from a 2000 merger between Alliance Capital Management and Sanford C. Bernstein & Co., the Wall Street firm founded in 1967 by Sanford Bernstein. A fun twist: that founder famously lived "two lives"—after his father's death he became a deeply observant Orthodox Jew and adopted his Hebrew name, Zalman Chaim Bernstein.
Limited partnership units
Item 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On July 10, 2025, AllianceBernstein L.P. ("AB") entered into an Amended and Restated Master Exchange Agreement ("Amended Exchange Agreement") providing for the issuance by AB of 19,682,946 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary. Each AB Holding Unit so exchanged will be retired following the exchange. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Units for an equal number of AB Holding Units, and the acquired AB Holding Units were retired. Except as set forth in this statement, none of the Reporting Persons has any plans or proposals described in Item 4(a)-(j) of Schedule 13D.
Item 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On July 10, 2025, AllianceBernstein L.P. ("AB") entered into an Amended and Restated Master Exchange Agreement ("Amended Exchange Agreement") providing for the issuance by AB of 19,682,946 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary. Each AB Holding Unit so exchanged will be retired following the exchange. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Units for an equal number of AB Holding Units, and the acquired AB Holding Units were retired. Except as set forth in this statement, none of the Reporting Persons has any plans or proposals described in Item 4(a)-(j) of Schedule 13D.
Item 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On July 10, 2025, AllianceBernstein L.P. ("AB") entered into an Amended and Restated Master Exchange Agreement ("Amended Exchange Agreement") providing for the issuance by AB of 19,682,946 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary. Each AB Holding Unit so exchanged will be retired following the exchange. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Units for an equal number of AB Holding Units, and the acquired AB Holding Units were retired. Except as set forth in this statement, none of the Reporting Persons has any plans or proposals described in Item 4(a)-(j) of Schedule 13D.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Equitable Holdings, Inc. | 13D/AActivist | 0% | 0 | Jul 14, 2025 |
Item 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On July 10, 2025, AllianceBernstein L.P. ("AB") entered into an Amended and Restated Master Exchange Agreement ("Amended Exchange Agreement") providing for the issuance by AB of 19,682,946 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary. Each AB Holding Unit so exchanged will be retired following the exchange. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Units for an equal number of AB Holding Units, and the acquired AB Holding Units were retired. Except as set forth in this statement, none of the Reporting Persons has any plans or proposals described in Item 4(a)-(j) of Schedule 13D. | ||||
| Alpha Units Holdings, Inc. | 13D/AActivist | 0% | 0 | Jul 14, 2025 |
Item 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On July 10, 2025, AllianceBernstein L.P. ("AB") entered into an Amended and Restated Master Exchange Agreement ("Amended Exchange Agreement") providing for the issuance by AB of 19,682,946 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary. Each AB Holding Unit so exchanged will be retired following the exchange. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Units for an equal number of AB Holding Units, and the acquired AB Holding Units were retired. Except as set forth in this statement, none of the Reporting Persons has any plans or proposals described in Item 4(a)-(j) of Schedule 13D. | ||||
| Alpha Units Holdings II, Inc. | 13D/AActivist | 0% | 0 | Jul 14, 2025 |
Item 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On July 10, 2025, AllianceBernstein L.P. ("AB") entered into an Amended and Restated Master Exchange Agreement ("Amended Exchange Agreement") providing for the issuance by AB of 19,682,946 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary. Each AB Holding Unit so exchanged will be retired following the exchange. At the time the Amended Exchange Agreement was entered into, AB and EQH exchanged 19,682,946 AB Units for an equal number of AB Holding Units, and the acquired AB Holding Units were retired. Except as set forth in this statement, none of the Reporting Persons has any plans or proposals described in Item 4(a)-(j) of Schedule 13D. | ||||