EVR

SEC source: 0001193125-26-271114 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,800

F1 · price: This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $340.88 to $344.56 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price.

SEC source: 0001193125-26-269649 · ownership.xml · nonDerivative · entry 1

Carlton Pamela G · CIK 0001449984 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,845

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269664 · ownership.xml · nonDerivative · entry 1

WHEELER WILLIAM J · CIK 0001273281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,642

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269659 · ownership.xml · nonDerivative · entry 1

VARNEY CHRISTINE A · CIK 0001183544 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 884

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269654 · ownership.xml · nonDerivative · entry 1

OVERLOCK WILARD J JR · CIK 0001221779 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,279

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269651 · ownership.xml · nonDerivative · entry 1

FUTTER ELLEN V · CIK 0001206676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,312

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269653 · ownership.xml · nonDerivative · entry 1

MILLARD ROBERT B · CIK 0001188791 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,497

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269665 · ownership.xml · nonDerivative · entry 1

Williamson Sarah K · CIK 0001738671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,072

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269657 · ownership.xml · nonDerivative · entry 1

Robertson Sir Simon · CIK 0001703896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,715

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-269652 · ownership.xml · nonDerivative · entry 1

Harris Gail Block · CIK 0001369329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,151

F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

SEC source: 0001193125-26-100355 · ownership.xml · nonDerivative · entry 1

Williamson Sarah K · CIK 0001738671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,345

F1 · price: This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $290.07 to $290.46 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock purchased at each price.

SEC source: 0001193125-26-064119 · ownership.xml · nonDerivative · entry 1

WEINBERG JOHN S · CIK 0001029647 · Director · CEO/Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 636,890

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

SEC source: 0001193125-26-064104 · ownership.xml · nonDerivative · entry 1

Lindsey-Clark Matthew · CIK 0002068924 · Co-Head EMEA IB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,847

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

SEC source: 0001193125-26-064106 · ownership.xml · nonDerivative · entry 1

Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,889

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

SEC source: 0001193125-26-064101 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,608

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

SEC source: 0001193125-26-064092 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,793

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

SEC source: 0001193125-26-064090 · ownership.xml · nonDerivative · entry 1

Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,152

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

SEC source: 0001193125-26-054692 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,994

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-041383 · ownership.xml · nonDerivative · entry 2

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,368

SEC source: 0001193125-26-041381 · ownership.xml · nonDerivative · entry 2

Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,022

SEC source: 0001193125-26-041369 · ownership.xml · nonDerivative · entry 1

WEINBERG JOHN S · CIK 0001029647 · Director · CEO/Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 605,362

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-041377 · ownership.xml · nonDerivative · entry 1

Lindsey-Clark Matthew · CIK 0002068924 · Co-Head EMEA IB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,209

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-041381 · ownership.xml · nonDerivative · entry 1

Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,472

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-041387 · ownership.xml · nonDerivative · entry 1

Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,090

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-041366 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,143

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-041383 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,368

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

SEC source: 0001193125-26-001016 · ownership.xml · derivative · entry 2

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,000

Underlying: Shares of Class A common Stock, par value $0.01 per share · 150,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_price: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · shares: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.expiration_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

SEC source: 0001193125-26-001016 · ownership.xml · derivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Shares of Class A common Stock, par value $0.01 per share · 100,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_price: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · shares: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.expiration_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

SEC source: 0001193125-25-316142 · ownership.xml · nonDerivative · entry 1

Carlton Pamela G · CIK 0001449984 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,481

SEC source: 0001193125-25-274530 · ownership.xml · derivative · entry 1

Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,734

Underlying: Partnership units of Evercore LP · 33,400 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.

F1 · price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

SEC source: 0001369329-25-000005 · ownership.xml · nonDerivative · entry 1

Harris Gail Block · CIK 0001369329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,787

F1 · kind: Ms. Harris has made a bona fide gift of these Evercore Inc. Class A Shares.

SEC source: 0000950170-25-111223 · ownership.xml · derivative · entry 1

Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,134

Underlying: Partnership units of Evercore LP · 33,400 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.

F1 · price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

SEC source: 0000950170-25-105144 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,463

SEC source: 0000950170-25-103193 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,687

F1 · price: This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $285.50 to $286.26 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price.

SEC source: 0000950170-25-101461 · ownership.xml · derivative · entry 1

Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,534

Underlying: Partnership units of Evercore LP · 23,400 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.

F2 · price: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.

F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

SEC source: 0000950170-25-085530 · ownership.xml · nonDerivative · entry 1

Carlton Pamela G · CIK 0001449984 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,673

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085545 · ownership.xml · nonDerivative · entry 1

WHEELER WILLIAM J · CIK 0001273281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,278

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085543 · ownership.xml · nonDerivative · entry 1

OVERLOCK WILARD J JR · CIK 0001221779 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,552

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085549 · ownership.xml · nonDerivative · entry 1

FUTTER ELLEN V · CIK 0001206676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,948

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085547 · ownership.xml · nonDerivative · entry 1

MILLARD ROBERT B · CIK 0001188791 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,682

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085546 · ownership.xml · nonDerivative · entry 1

Williamson Sarah K · CIK 0001738671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,345

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085533 · ownership.xml · nonDerivative · entry 1

Harris Gail Block · CIK 0001369329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,820

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-085532 · ownership.xml · nonDerivative · entry 1

Robertson Sir Simon · CIK 0001703896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,351

F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-037971 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,187

F1 · shares: These restricted stock units will vest on March 10, 2029, subject to accelerated vesting in certain circumstances.

SEC source: 0000950170-25-025784 · ownership.xml · nonDerivative · entry 1

WEINBERG JOHN S · CIK 0001029647 · Director · CEO/Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 618,722

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026.

SEC source: 0000950170-25-025782 · ownership.xml · nonDerivative · entry 1

Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,727

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026.

SEC source: 0000950170-25-025781 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,870

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026.

SEC source: 0000950170-25-025779 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,187

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026.

SEC source: 0000950170-25-025778 · ownership.xml · nonDerivative · entry 1

Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,644

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026.

SEC source: 0000950170-25-022270 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,869

F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.