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 12, 2025 Filed Feb 14, 2025 21:59 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 16,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021390 · 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: 51,933 F1 · shares: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| February 10, 2025 Filed Feb 10, 2025 17:11 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 17,502 | $271.68 | $4,754,943.36 |
DisclosureSEC source: 0000950170-25-017177 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643,035 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 $269.23 to $274.90 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 07, 2025 Filed Feb 10, 2025 17:11 UTC |
Pensa PaulContr, Prin. Acct.Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 1,863 | $281.23 | $523,922.18 |
DisclosureSEC source: 0000950170-25-017178 · ownership.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,531 Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 17:11 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 21,184 | $277.20 | $5,872,204.80 |
DisclosureSEC source: 0000950170-25-017177 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,660,537 F2 · 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 $274.98 to $281.46 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 sold at each price. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 17:11 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 17,139 | $285.56 | $4,894,212.84 |
DisclosureSEC source: 0000950170-25-017177 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,681,721 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 $283.46 to $288.74 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 04, 2025 Filed Feb 6, 2025 22:06 UTC |
WEINBERG JOHN SDirector · CEO/Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 15,003 | $285.66 | $4,285,794.49 |
DisclosureSEC source: 0000950170-25-015503 · ownership.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · CEO/Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 596,079 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. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 17:05 UTC |
Pensa PaulContr, Prin. Acct.Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,309 | $285.66 | $373,932.21 |
DisclosureSEC source: 0000950170-25-015499 · ownership.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,394 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. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 17:02 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 7,659 | $285.66 | $2,187,889.09 |
DisclosureSEC source: 0000950170-25-015492 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,698,860 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. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 22:04 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 15,713 | $285.66 | $4,488,614.86 |
DisclosureSEC source: 0000950170-25-015497 · 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: 68,233 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. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 22:04 UTC |
LaLonde Timothy GilbertChief Financial Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,985 | $285.66 | $1,995,352.56 |
DisclosureSEC source: 0000950170-25-015496 · ownership.xml · nonDerivative · entry 1 LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,578 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. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 22:01 UTC |
Klurfeld JasonGeneral Counsel
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 5,121 | $285.66 | $1,462,877.66 |
DisclosureSEC source: 0000950170-25-015491 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,243 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. Read SEC document |
| November 22, 2024 Filed Nov 22, 2024 19:59 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 20,814 | $310.52 | $6,463,163.28 |
DisclosureSEC source: 0000950170-24-130384 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,706,519 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 $309.17 to $313.74 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 |
| November 21, 2024 Filed Nov 22, 2024 19:59 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 9,888 | $309.18 | $3,057,171.84 |
DisclosureSEC source: 0000950170-24-130384 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,727,333 F2 · 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 $302.25 to $312.45 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 |
| November 20, 2024 Filed Nov 22, 2024 19:59 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 10,855 | $299.09 | $3,246,621.95 |
DisclosureSEC source: 0000950170-24-130384 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,737,221 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 $295.26 to $301.79 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 |
| November 19, 2024 Filed Nov 19, 2024 18:19 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 8,986 | $298.87 | $2,685,645.82 |
DisclosureSEC source: 0000950170-24-128912 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,748,076 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 $292.76 to $300.97 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 |
| November 18, 2024 Filed Nov 19, 2024 18:19 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 11,154 | $298.55 | $3,330,026.70 |
DisclosureSEC source: 0000950170-24-128912 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,757,062 F2 · 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 $296.33 to $301.73 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 |
| November 15, 2024 Filed Nov 19, 2024 18:19 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 8,550 | $298.31 | $2,550,550.50 |
DisclosureSEC source: 0000950170-24-128912 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,768,216 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 $295.37 to $299.88 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. Read SEC document |
| November 14, 2024 Filed Nov 14, 2024 18:37 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 10,869 | $300.08 | $3,261,569.52 |
DisclosureSEC source: 0000950170-24-127291 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,776,766 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 $298.38 to $304.00 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 |
| November 13, 2024 Filed Nov 14, 2024 18:37 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 12,316 | $304.75 | $3,753,301.00 |
DisclosureSEC source: 0000950170-24-127291 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,787,635 F2 · 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 $301.68 to $307.90 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 |
| November 12, 2024 Filed Nov 14, 2024 18:37 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 10,305 | $308.32 | $3,177,237.60 |
DisclosureSEC source: 0000950170-24-127291 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,799,951 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 $304.91 to $316.45 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 |
| November 08, 2024 Filed Nov 8, 2024 17:17 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 12,162 | $306.80 | $3,731,301.60 |
DisclosureSEC source: 0000950170-24-124244 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,810,256 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 $303.79 to $309.78 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 |
| November 07, 2024 Filed Nov 8, 2024 17:17 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 34,101 | $308.83 | $10,531,411.83 |
DisclosureSEC source: 0000950170-24-124244 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,822,418 F2 · 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 $306.25 to $315.01 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 |
| November 06, 2024 Filed Nov 8, 2024 17:17 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
SaleShares of Class A common stock, par value $0.01 per share | 50,000 | $316.38 | $15,819,000.00 |
DisclosureSEC source: 0000950170-24-124244 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,856,519 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 $314.83 to $317.77 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 |
| October 24, 2024 Filed Oct 28, 2024 20:18 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftPartnership units of Evercore LP · Derivative | 51,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-117742 · 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: 193,934 Underlying: Partnership units of Evercore LP · 51,000 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. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 20:49 UTC |
LaLonde Timothy GilbertChief Financial Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 3,750 | $238.72 | $895,212.75 |
DisclosureSEC source: 0000950170-24-099893 · ownership.xml · nonDerivative · entry 1 LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,563 Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 16:41 UTC |
Carlton Pamela GDirector
|
SaleShares of Class A common stock, par value $0.01 per share | 534 | $247.07 | $131,935.38 |
DisclosureSEC source: 0000950170-24-088655 · ownership.xml · nonDerivative · entry 1 Carlton Pamela G · CIK 0001449984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,146 Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 20:27 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087314 · ownership.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,946 F2 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:27 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
ConversionPartnership units of Evercore LP · Derivative | 17,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-087314 · ownership.xml · derivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,934 Underlying: Shares of Class A common stock, par value $0.01 per share · 17,000 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. F3 · 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. 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. F3 · 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. F3 · 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. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:27 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
ConversionShares of Class A common stock, par value $0.01 per share | 17,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-087314 · 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: 100,946 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. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 16:19 UTC |
Carlton Pamela GDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075597 · ownership.xml · nonDerivative · entry 1 Carlton Pamela G · CIK 0001449984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,680 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:21 UTC |
WHEELER WILLIAM JDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075607 · ownership.xml · nonDerivative · entry 1 WHEELER WILLIAM J · CIK 0001273281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,751 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 16:20 UTC |
OVERLOCK WILARD J JRDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075602 · ownership.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,498 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 16:19 UTC |
FUTTER ELLEN VDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075593 · ownership.xml · nonDerivative · entry 1 FUTTER ELLEN V · CIK 0001206676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,421 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:20 UTC |
MILLARD ROBERT BDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075600 · ownership.xml · nonDerivative · entry 1 MILLARD ROBERT B · CIK 0001188791 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,501 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:21 UTC |
Williamson Sarah KDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075608 · ownership.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,291 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:19 UTC |
Harris Gail BlockDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075595 · ownership.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,293 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:21 UTC |
Robertson Sir SimonDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075606 · ownership.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,824 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 16:33 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 127,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073742 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,906,519 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| May 17, 2024 Filed May 21, 2024 16:31 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-062973 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,587 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| May 16, 2024 Filed May 17, 2024 16:37 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061735 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,662 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| May 16, 2024 Filed May 17, 2024 20:35 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061724 · ownership.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,946 F2 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:35 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
ConversionPartnership units of Evercore LP · Derivative | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-061724 · ownership.xml · derivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,934 Underlying: Shares of Class A common stock, par value $0.01 per share · 20,000 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. F3 · 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. 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. F3 · 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. F3 · 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:35 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
ConversionShares of Class A common stock, par value $0.01 per share | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-061724 · 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: 103,946 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. Read SEC document |
| May 10, 2024 Filed May 14, 2024 16:34 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-059667 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,688 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 07, 2024 Filed May 8, 2024 16:32 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-055797 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,740 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 06, 2024 Filed May 8, 2024 16:32 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-055797 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,871 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 16:30 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GiftShares of Class A common stock, par value $0.01 per share | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017169 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,035,025 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:57 UTC |
WEINBERG JOHN SDirector · CEO/Chairman
|
GrantShares of Class A common stock, par value $0.01 per share | 17,731 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016491 · ownership.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · CEO/Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 611,082 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:58 UTC |
Pensa PaulContr, Prin. Acct.Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 4,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016494 · ownership.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr, Prin. Acct.Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,703 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:58 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GrantShares of Class A common stock, par value $0.01 per share | 11,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016495 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,035,161 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025. 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.