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EVR

Evercore Inc.

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Tapewire entity
3486
SEC CIK
0001360901
Parsed reports
399

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
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202602
Mar 202610
Apr 202600
May 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleShares of Class A common stock, par value $0.01 per share 534 $247.07 $131,935.38
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 639 $0.00 $0.00
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 639 $0.00 $0.00
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 1,277 $0.00 $0.00
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 639 $0.00 $0.00
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 639 $0.00 $0.00
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 1,277 $0.00 $0.00
Disclosure

SEC 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 GrantShares of Class A common stock, par value $0.01 per share 639 $0.00 $0.00
Disclosure

SEC 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

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June 18, 2024 Filed Jun 20, 2024 20:21 UTC GrantShares of Class A common stock, par value $0.01 per share 639 $0.00 $0.00
Disclosure

SEC 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

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.