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EVR

Evercore Inc.

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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

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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 14, 2024 Filed Feb 16, 2024 21:59 UTC
Klurfeld JasonGeneral Counsel
GrantShares of Class A common stock, par value $0.01 per share 10,639 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-016496 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,364

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 21:57 UTC
Altman Roger CDirector · Founder and Senior Chairman
GrantShares of Class A common stock, par value $0.01 per share 19,859 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-016488 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 83,946

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 21:56 UTC
LaLonde Timothy GilbertChief Financial Officer
GrantShares of Class A common stock, par value $0.01 per share 17,022 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-016487 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,313

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025.

Read SEC document
February 13, 2024 Filed Feb 14, 2024 21:14 UTC
Klurfeld JasonGeneral Counsel
Tax withholdingShares of Class A common stock, par value $0.01 per share 374 $180.11 $67,359.27
Disclosure

SEC source: 0000950170-24-015227 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,725

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 13, 2024 Filed Feb 14, 2024 21:13 UTC
LaLonde Timothy GilbertChief Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 3,337 $178.74 $596,460.39
Disclosure

SEC source: 0000950170-24-015223 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,291

Read SEC document
February 12, 2024 Filed Feb 14, 2024 16:12 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GiftShares of Class A common stock, par value $0.01 per share 686 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-015218 · 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: 2,024,097

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 08, 2024 Filed Feb 12, 2024 21:55 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 23,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-013939 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,087

F1 · kind: 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 08, 2024 Filed Feb 12, 2024 21:54 UTC
Klurfeld JasonGeneral Counsel
SaleShares of Class A common stock, par value $0.01 per share 5,877 $173.21 $1,017,956.35
Disclosure

SEC source: 0000950170-24-013935 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,099

Read SEC document
February 07, 2024 Filed Feb 8, 2024 16:52 UTC
Pensa PaulContr, Prin. Acct.Officer
SaleShares of Class A common stock, par value $0.01 per share 1,540 $170.38 $262,379.66
Disclosure

SEC source: 0000950170-24-012863 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,447

Read SEC document
February 04, 2024 Filed Feb 6, 2024 21:35 UTC
WEINBERG JOHN SDirector · CEO/Chairman
Tax withholdingShares of Class A common stock, par value $0.01 per share 16,449 $176.45 $2,902,343.81
Disclosure

SEC source: 0000950170-24-011762 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 593,351

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, 2024 Filed Feb 6, 2024 16:36 UTC
Pensa PaulContr, Prin. Acct.Officer
Tax withholdingShares of Class A common stock, par value $0.01 per share 1,122 $176.45 $197,971.29
Disclosure

SEC source: 0000950170-24-011763 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,987

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, 2024 Filed Feb 6, 2024 16:35 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
Tax withholdingShares of Class A common stock, par value $0.01 per share 8,669 $176.45 $1,529,601.71
Disclosure

SEC source: 0000950170-24-011760 · 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: 2,024,783

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, 2024 Filed Feb 6, 2024 21:36 UTC
Altman Roger CDirector · Founder and Senior Chairman
Tax withholdingShares of Class A common stock, par value $0.01 per share 18,313 $176.45 $3,231,237.29
Disclosure

SEC source: 0000950170-24-011764 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 87,087

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, 2024 Filed Feb 6, 2024 21:34 UTC
Klurfeld JasonGeneral Counsel
Tax withholdingShares of Class A common stock, par value $0.01 per share 4,500 $176.45 $794,002.50
Disclosure

SEC source: 0000950170-24-011758 · ownership.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,976

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, 2024 Filed Feb 6, 2024 21:34 UTC
LaLonde Timothy GilbertChief Financial Officer
Tax withholdingShares of Class A common stock, par value $0.01 per share 6,544 $176.45 $1,154,656.08
Disclosure

SEC source: 0000950170-24-011757 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,628

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 02, 2024 Filed Feb 5, 2024 16:10 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GiftShares of Class A common stock, par value $0.01 per share 141 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-011239 · ownership.xml · nonDerivative · entry 2

HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,033,452

F2 · 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 01, 2024 Filed Feb 5, 2024 16:10 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GiftShares of Class A common stock, par value $0.01 per share 28,955 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-011239 · 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: 2,033,593

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 01, 2024 Filed Feb 5, 2024 21:09 UTC
LaLonde Timothy GilbertChief Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 2,500 $173.51 $433,770.00
Disclosure

SEC source: 0000950170-24-011237 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,172

F1 · security: Shares of Class A common stock, par value $0.01 per share

Read SEC document
December 05, 2023 Filed Dec 7, 2023 16:48 UTC SaleShares of Class A common stock, par value $0.01 per share 6,522 $151.31 $986,843.82
Disclosure

SEC source: 0000950170-23-068841 · ownership.xml · nonDerivative · entry 1

BEATTIE RICHARD I · CIK 0001243034 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,000

Read SEC document
October 30, 2023 Filed Nov 1, 2023 20:32 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftPartnership units of Evercore LP · Derivative 31,250 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-057515 · ownership.xml · derivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 281,934

Underlying: Shares of Class A common stock, par value $0.01 per share · 31,250 shares

Expires not disclosed

F1 · 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.

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

F1 · 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.

F1 · 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
August 21, 2023 Filed Aug 22, 2023 16:31 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GiftShares of Class A common stock, par value $0.01 per share 75,296 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-046904 · doc4.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: 2,062,548

F1 · kind: 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
August 15, 2023 Filed Aug 17, 2023 16:43 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GiftShares of Class A common stock, par value $0.01 per share 7,453 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-046309 · doc4.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: 2,137,844

F1 · kind: 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
August 14, 2023 Filed Aug 16, 2023 16:41 UTC SaleShares of Class A common stock, par value $0.01 per share 592 $136.69 $80,920.48
Disclosure

SEC source: 0001209191-23-046035 · doc4.xml · nonDerivative · entry 1

Carlton Pamela G · CIK 0001449984 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,041

Read SEC document
June 15, 2023 Filed Jun 16, 2023 16:22 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037849 · doc4.xml · nonDerivative · entry 1

Carlton Pamela G · CIK 0001449984 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,633

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 20:26 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037877 · doc4.xml · nonDerivative · entry 1

WHEELER WILLIAM J · CIK 0001273281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,112

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 16:21 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037846 · doc4.xml · nonDerivative · entry 1

BEATTIE RICHARD I · CIK 0001243034 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,522

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 16:25 UTC GrantShares of Class A common stock, par value $0.01 per share 2,137 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037863 · doc4.xml · nonDerivative · entry 1

OVERLOCK WILARD J JR · CIK 0001221779 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,221

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 16:22 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037850 · doc4.xml · nonDerivative · entry 1

FUTTER ELLEN V · CIK 0001206676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,782

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 20:23 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037857 · doc4.xml · nonDerivative · entry 1

MILLARD ROBERT B · CIK 0001188791 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,862

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 20:27 UTC GrantShares of Class A common stock, par value $0.01 per share 2,137 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037880 · doc4.xml · nonDerivative · entry 1

Williamson Sarah K · CIK 0001738671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,014

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 20:25 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037869 · doc4.xml · nonDerivative · entry 1

Robertson Sir Simon · CIK 0001703896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,185

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 20:23 UTC GrantShares of Class A common stock, par value $0.01 per share 1,069 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037853 · doc4.xml · nonDerivative · entry 1

Harris Gail Block · CIK 0001369329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,654

F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances.

Read SEC document
June 14, 2023 Filed Jun 15, 2023 20:42 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftPartnership units of Evercore LP · Derivative 20,200 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037377 · doc4.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: 0

Underlying: Shares of Class A common stock, par value $0.01 per share · 313,184 shares

Expires not disclosed

F1 · 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.

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

F1 · 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.

F1 · 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
June 13, 2023 Filed Jun 15, 2023 16:43 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GiftShares of Class A common stock, par value $0.01 per share 8,220 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037380 · doc4.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: 2,145,297

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 31, 2023 Filed Jun 2, 2023 20:32 UTC
LaLonde Timothy GilbertChief Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 2,500 $108.88 $272,200.00
Disclosure

SEC source: 0001209191-23-033793 · doc4.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,672

Read SEC document
March 01, 2023 Filed Mar 3, 2023 16:22 UTC SaleShares of Class A common stock, par value $0.01 per share 5,000 $130.90 $654,482.00
Disclosure

SEC source: 0001209191-23-015484 · doc4.xml · nonDerivative · entry 1

BEATTIE RICHARD I · CIK 0001243034 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,453

Read SEC document
February 15, 2023 Filed Feb 15, 2023 21:56 UTC
Klurfeld JasonGeneral Counsel
SaleShares of Class A common stock, par value $0.01 per share 357 $135.12 $48,237.84
Disclosure

SEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 4

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,476

Read SEC document
February 14, 2023 Filed Feb 15, 2023 21:57 UTC
WEINBERG JOHN SDirector · CEO/Chairman
GrantShares of Class A common stock, par value $0.01 per share 24,559 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009811 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 609,800

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024.

Read SEC document
February 14, 2023 Filed Feb 15, 2023 16:56 UTC
Pensa PaulContr, Prin. Acct.Officer, CFO
GrantShares of Class A common stock, par value $0.01 per share 3,703 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009809 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,109

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024.

Read SEC document
February 14, 2023 Filed Feb 15, 2023 16:55 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
GrantShares of Class A common stock, par value $0.01 per share 15,492 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009806 · doc4.xml · nonDerivative · entry 1

HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,153,517

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024.

Read SEC document
February 14, 2023 Filed Feb 15, 2023 21:54 UTC
Altman Roger CDirector · Founder and Senior Chairman
GrantShares of Class A common stock, par value $0.01 per share 28,338 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009804 · 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: 125,400

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024.

Read SEC document
February 14, 2023 Filed Feb 15, 2023 21:56 UTC
Klurfeld JasonGeneral Counsel
GrantShares of Class A common stock, par value $0.01 per share 14,169 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 3

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,833

F2 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024

Read SEC document
February 13, 2023 Filed Feb 15, 2023 21:56 UTC
Klurfeld JasonGeneral Counsel
Tax withholdingShares of Class A common stock, par value $0.01 per share 374 $132.87 $49,693.38
Disclosure

SEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 2

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,664

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 13, 2023 Filed Feb 15, 2023 21:56 UTC
Klurfeld JasonGeneral Counsel
SaleShares of Class A common stock, par value $0.01 per share 5,231 $133.00 $695,723.00
Disclosure

SEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,038

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February 08, 2023 Filed Feb 6, 2024 21:34 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: 0000950170-24-011754 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,400

F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institution.

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February 07, 2023 Filed Feb 9, 2023 16:56 UTC
Pensa PaulContr, Prin. Acct.Officer, CFO
SaleShares of Class A common stock, par value $0.01 per share 2,225 $131.05 $291,593.82
Disclosure

SEC source: 0001209191-23-008053 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,406

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February 06, 2023 Filed Feb 7, 2023 21:54 UTC
Klurfeld JasonGeneral Counsel
SaleShares of Class A common stock, par value $0.01 per share 4,512 $135.00 $609,120.00
Disclosure

SEC source: 0001209191-23-007580 · doc4.xml · nonDerivative · entry 2

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,269

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February 04, 2023 Filed Feb 7, 2023 21:55 UTC
WEINBERG JOHN SDirector · CEO/Chairman
Tax withholdingShares of Class A common stock, par value $0.01 per share 19,061 $131.90 $2,514,145.90
Disclosure

SEC source: 0001209191-23-007584 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 585,241

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.

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February 04, 2023 Filed Feb 7, 2023 16:54 UTC
Pensa PaulContr, Prin. Acct.Officer, CFO
Tax withholdingShares of Class A common stock, par value $0.01 per share 1,591 $131.90 $209,852.90
Disclosure

SEC source: 0001209191-23-007583 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,631

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.

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February 04, 2023 Filed Feb 7, 2023 16:53 UTC
HYMAN EDWARD SVice Chair EVR & Chairman EISI
Tax withholdingShares of Class A common stock, par value $0.01 per share 6,255 $131.90 $825,034.50
Disclosure

SEC source: 0001209191-23-007578 · doc4.xml · nonDerivative · entry 1

HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,138,025

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.