Last 12 months
Inside the activity.
1 purchase rows · 4 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 2 |
| Mar 2026 | 1 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 06, 2017 Filed Feb 3, 2018 01:04 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftPartnership units of Evercore LP · Derivative | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · derivative · entry 11 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 26,000 shares Expires not disclosed F5 · derivative.exercise_price: Pursuant to the 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 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. F5 · derivative.exercise_date: Pursuant to the 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. F5 · derivative.expiration_date: Pursuant to the 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. Read SEC document |
| February 06, 2017 Filed Feb 3, 2018 01:04 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,818 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 06, 2017 Filed Feb 3, 2018 01:04 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 12,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,018 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 06, 2017 Filed Feb 3, 2018 01:04 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 6,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,918 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:24 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,628 | $78.93 | $2,259,464.90 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,616 F6 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:22 UTC |
Arellano Ostoa AugustoCEO of EVR Mexico
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 8,933 | $78.93 | $705,037.03 |
DisclosureSEC source: 0001209191-17-008139 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,351 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:24 UTC |
Pensa PaulContr., Principal Acct.Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,122 | $78.93 | $88,553.85 |
DisclosureSEC source: 0001209191-17-008143 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,432 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:25 UTC |
Walsh Robert BPrincipal Financial Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 7,808 | $78.93 | $616,246.40 |
DisclosureSEC source: 0001209191-17-008147 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,749 F2 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 7, 2017 00:23 UTC |
FRANKEL ADAM BGeneral Counsel
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 5,874 | $78.93 | $463,605.45 |
DisclosureSEC source: 0001209191-17-008140 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,408 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:23 UTC |
HYMAN EDWARD SVice Chair EPI & Chairman EISI
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 718 | $78.93 | $56,668.15 |
DisclosureSEC source: 0001209191-17-008141 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,660 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 7, 2017 00:25 UTC |
SIBBALD ANDREWCEO EVR Partners International
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 20,639 | $78.93 | $1,628,933.08 |
DisclosureSEC source: 0001209191-17-008146 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,453 F2 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2017 Filed Feb 7, 2017 00:21 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 37,290 | $78.93 | $2,943,113.25 |
DisclosureSEC source: 0001209191-17-008138 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,830 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 19:24 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
SaleShares of Class A common stock, par value $0.01 per share | 168,232 | $79.28 | $13,338,089.06 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 0 F5 · 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 $79.00 to $79.88 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. F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 19:24 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
SaleShares of Class A common stock, par value $0.01 per share | 34,039 | $78.53 | $2,673,130.32 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 163,889 F4 · 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 $78.00 to $78.99 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. F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 19:25 UTC |
Walsh Robert BPrincipal Financial Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 15,000 | $79.12 | $1,186,864.50 |
DisclosureSEC source: 0001209191-17-008147 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,557 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 $78.90 to $79.35 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. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:24 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
ConversionPartnership Units of Evercore LP · Derivative | 263,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · derivative · entry 8 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership units held by trust. Disclosed balance after: 200,000 Underlying: Shares of Class A common stock, par value $0.01 per share · 263,822 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. F7 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Partners 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 Partners Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F7 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Partners 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 Partners Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F7 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Partners 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 Partners Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:24 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
SaleShares of Class A common stock, par value $0.01 per share | 61,551 | $77.68 | $4,781,466.33 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 202,271 F3 · 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 $77.55 to $77.75 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. F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:24 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
ConversionShares of Class A common stock, par value $0.01 per share | 263,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 263,822 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 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| February 02, 2017 Filed Feb 7, 2017 00:23 UTC |
FRANKEL ADAM BGeneral Counsel
|
SaleShares of Class A common stock, par value $0.01 per share | 1,000 | $77.75 | $77,750.00 |
DisclosureSEC source: 0001209191-17-008140 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,282 Read SEC document |
| February 02, 2017 Filed Feb 7, 2017 00:25 UTC |
SIBBALD ANDREWCEO EVR Partners International
|
SaleShares of Class A common stock, par value $0.01 per share | 16,250 | $76.81 | $1,248,230.75 |
DisclosureSEC source: 0001209191-17-008146 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,092 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 $75.65 to $77.75 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. Read SEC document |
| February 02, 2017 Filed Feb 3, 2018 01:05 UTC |
SIBBALD ANDREWCEO EVR Partners International
|
GiftShares of Class A common stock, par value $0.01 per share | 4,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007248 · doc5.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,592 F1 · kind: Mr. Sibbald has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| January 29, 2017 Filed Jan 30, 2017 16:19 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,450 | $77.01 | $2,191,005.63 |
DisclosureSEC source: 0001209191-17-006119 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,244 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| January 10, 2017 Filed Feb 2, 2018 20:05 UTC |
BEATTIE RICHARD IDirector
|
GiftShares of Class A common stock, par value $0.01 per share | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007247 · doc5.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,143 F1 · kind: Mr. Beattie has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:14 UTC |
WEINBERG JOHN SDirector · Executive Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 81,499 | $68.68 | $5,596,943.83 |
DisclosureSEC source: 0001209191-17-000193 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818,501 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GrantShares of Class A common stock, par value $0.01 per share | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,694 F5 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 60,257 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GrantShares of Class A common stock, par value $0.01 per share | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,404 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 32,448 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GrantShares of Class A common stock, par value $0.01 per share | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,247 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 19,537 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GrantShares of Class A common stock, par value $0.01 per share | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,152 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 13,038 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GrantShares of Class A common stock, par value $0.01 per share | 241 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,089 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 50,000 unvested underlying RSUs awarded on January 29, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on January 29, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:32 UTC |
Arellano Ostoa AugustoCEO of EVR Mexico
|
GrantShares of Class A common stock, par value $0.01 per share | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154706 · doc4.xml · nonDerivative · entry 3 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,284 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 14,479 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:32 UTC |
Arellano Ostoa AugustoCEO of EVR Mexico
|
GrantShares of Class A common stock, par value $0.01 per share | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154706 · doc4.xml · nonDerivative · entry 2 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,214 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 23,750 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:32 UTC |
Arellano Ostoa AugustoCEO of EVR Mexico
|
GrantShares of Class A common stock, par value $0.01 per share | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154706 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,099 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 7,178 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:34 UTC |
Walsh Robert BPrincipal Financial Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 4 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,112 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 20,269 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:34 UTC |
Walsh Robert BPrincipal Financial Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,014 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 14,584 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:34 UTC |
Walsh Robert BPrincipal Financial Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,943 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 6,666 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:34 UTC |
Walsh Robert BPrincipal Financial Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,910 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 4,401 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
Pensa PaulContr., Principal Acct.Officer
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GrantShares of Class A common stock, par value $0.01 per share | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154712 · doc4.xml · nonDerivative · entry 4 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,554 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 2,575 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
Pensa PaulContr., Principal Acct.Officer
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GrantShares of Class A common stock, par value $0.01 per share | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154712 · doc4.xml · nonDerivative · entry 3 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,541 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 2,244 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
Pensa PaulContr., Principal Acct.Officer
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GrantShares of Class A common stock, par value $0.01 per share | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154712 · doc4.xml · nonDerivative · entry 2 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,530 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 897 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
Pensa PaulContr., Principal Acct.Officer
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GrantShares of Class A common stock, par value $0.01 per share | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154712 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,525 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 556 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:32 UTC |
FRANKEL ADAM BGeneral Counsel
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GrantShares of Class A common stock, par value $0.01 per share | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,335 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 16,982 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:32 UTC |
FRANKEL ADAM BGeneral Counsel
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GrantShares of Class A common stock, par value $0.01 per share | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,253 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 12,761 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:32 UTC |
FRANKEL ADAM BGeneral Counsel
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GrantShares of Class A common stock, par value $0.01 per share | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,191 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 5,287 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:32 UTC |
FRANKEL ADAM BGeneral Counsel
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GrantShares of Class A common stock, par value $0.01 per share | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,165 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 2,934 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC |
HYMAN EDWARD SVice Chair EPI & Chairman EISI
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GrantShares of Class A common stock, par value $0.01 per share | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154710 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,378 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 6,232 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:34 UTC |
SIBBALD ANDREWCEO EVR Partners International
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GrantShares of Class A common stock, par value $0.01 per share | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 4 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,192 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 56,092 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:34 UTC |
SIBBALD ANDREWCEO EVR Partners International
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GrantShares of Class A common stock, par value $0.01 per share | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 3 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,922 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 32,456 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:34 UTC |
SIBBALD ANDREWCEO EVR Partners International
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GrantShares of Class A common stock, par value $0.01 per share | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,765 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 8,459 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:34 UTC |
SIBBALD ANDREWCEO EVR Partners International
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GrantShares of Class A common stock, par value $0.01 per share | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,724 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 12,647 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:31 UTC |
Altman Roger CDirector · Founder and Senior Chairman
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GrantShares of Class A common stock, par value $0.01 per share | 449 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154704 · doc4.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,209 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 93,125 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.