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 |
|---|---|---|---|---|---|---|
| July 30, 2021 Filed Feb 3, 2022 21:43 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,450 F1 · 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 29, 2021 Filed Jul 30, 2021 16:44 UTC |
Carlton Pamela GDirector
|
SaleShares of Class A common stock, par value $0.01 per share | 732 | $133.44 | $97,677.06 |
DisclosureSEC source: 0001209191-21-048813 · doc4.xml · nonDerivative · entry 1 Carlton Pamela G · CIK 0001449984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 17:31 UTC |
WILSON KENDRICK R IIIDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042169 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 17:21 UTC |
Carlton Pamela GDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042150 · doc4.xml · nonDerivative · entry 1 Carlton Pamela G · CIK 0001449984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,761 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:30 UTC |
WHEELER WILLIAM JDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042166 · doc4.xml · nonDerivative · entry 1 WHEELER WILLIAM J · CIK 0001273281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,859 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 17:20 UTC |
BEATTIE RICHARD IDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042148 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,075 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 17:29 UTC |
OVERLOCK WILARD J JRDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042163 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 17:21 UTC |
FUTTER ELLEN VDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042152 · doc4.xml · nonDerivative · entry 1 FUTTER ELLEN V · CIK 0001206676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,529 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:22 UTC |
MILLARD ROBERT BDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042157 · doc4.xml · nonDerivative · entry 1 MILLARD ROBERT B · CIK 0001188791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,609 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:30 UTC |
Williamson Sarah KDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042167 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:29 UTC |
Robertson Sir SimonDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042165 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,932 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:22 UTC |
Harris Gail BlockDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042155 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,845 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 17:15 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
SaleShares of Class A common stock, par value $0.01 per share | 7,245 | $147.04 | $1,065,304.80 |
DisclosureSEC source: 0001209191-21-038321 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,530 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 $ 147.00 to $147.18 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 |
| June 01, 2021 Filed Jun 3, 2021 17:18 UTC |
Walsh Robert BPrincipal Financial Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 40,902 | $146.63 | $5,997,460.26 |
DisclosureSEC source: 0001209191-21-037770 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,558 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 $146.50 to $148.02 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 |
| May 13, 2021 Filed May 14, 2021 16:59 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GrantClass A Partnership Units of Evercore LP · Derivative | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032792 · doc4.xml · derivative · entry 4 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Shares of Class A common stock, par value $0.01 per share · 1,200 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: On May 13, 2021, the Reporting Person exchanged 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units F4 · 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. F4 · 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. F4 · balance_after: 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 |
| May 13, 2021 Filed May 14, 2021 16:59 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GrantShares of Class B common stock, par value $0.01 per share | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032792 · doc4.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 F2 · kind: On May 13, 2021, the Reporting Person purchased one share of Class B common stock for par value. Class B common stock has no associated economic rights. F2 · price: On May 13, 2021, the Reporting Person purchased one share of Class B common stock for par value. Class B common stock has no associated economic rights. Read SEC document |
| May 13, 2021 Filed May 14, 2021 16:59 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
Disposition to issuerClass A Partnership Units of Evercore LP | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032792 · 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: 47,119 F1 · price: On May 13, 2021, the Reporting Person exchanged 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units Read SEC document |
| May 12, 2021 Filed May 14, 2021 17:01 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
GrantPartnership units of Evercore LP · Derivative | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032797 · doc4.xml · derivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Shares of Class A common stock, par value $0.01 per share · 1,500 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: On May 12, 2021, the Reporting Person exchanged 500 shares of Class A common stock for an equal number of Evercore LP partnership units. F3 · 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. F3 · 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. F3 · balance_after: 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 |
| May 12, 2021 Filed May 14, 2021 17:01 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
Disposition to issuerShares of Class A common stock, par value $0.01 per share | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032797 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,775 F1 · price: On May 12, 2021, the Reporting Person exchanged 500 shares of Class A common stock for an equal number of Evercore LP partnership units. Read SEC document |
| March 12, 2021 Filed Feb 3, 2022 16:43 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006827 · doc5.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,248 F1 · kind: Mr. Schlosstein has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| March 09, 2021 Filed Feb 3, 2022 21:43 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,450 F1 · 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 |
| March 01, 2021 Filed Mar 3, 2021 17:17 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
SaleShares of Class A common stock, par value $0.01 per share | 150,000 | $125.40 | $18,810,165.00 |
DisclosureSEC source: 0001209191-21-017045 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,275 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 $124.51 to $126.47 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 |
| March 01, 2021 Filed Mar 3, 2021 22:16 UTC |
WEINBERG JOHN SDirector · Co-CEO/Co-Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 61,703 | $124.61 | $7,688,810.83 |
DisclosureSEC source: 0001209191-21-017044 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,753 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 25, 2021 Filed Feb 3, 2022 21:43 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,450 F1 · 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 |
| February 17, 2021 Filed Feb 19, 2021 17:16 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
GrantShares of Class A common stock, par value $0.01 per share | 36,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012443 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,275 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:18 UTC |
WEINBERG JOHN SDirector · Co-CEO/Co-Chairman
|
GrantShares of Class A common stock, par value $0.01 per share | 36,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012448 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760,456 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:16 UTC |
Pensa PaulContr., Principal Acct.Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012441 · doc4.xml · nonDerivative · entry 2 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,437 F2 · shares: Restricted Stock Units which vest on February 4, 2023. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:16 UTC |
Pensa PaulContr., Principal Acct.Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012441 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,733 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:17 UTC |
Walsh Robert BPrincipal Financial Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 17,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012445 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,460 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:14 UTC |
HYMAN EDWARD SVice Chair EVR & Chairman EISI
|
GrantShares of Class A common stock, par value $0.01 per share | 16,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012435 · 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: 48,319 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:15 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GrantShares of Class A common stock, par value $0.01 per share | 31,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012438 · 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: 157,460 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:14 UTC |
Klurfeld JasonGeneral Counsel
|
GrantShares of Class A common stock, par value $0.01 per share | 7,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012437 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,894 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 3, 2022 21:43 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,900 F1 · 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 |
| February 17, 2021 Filed Feb 3, 2022 21:43 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,760 F1 · 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 |
| February 16, 2021 Filed Feb 18, 2021 22:54 UTC |
Klurfeld JasonGeneral Counsel
|
SaleShares of Class A common stock, par value $0.01 per share | 2,781 | $120.00 | $333,720.00 |
DisclosureSEC source: 0001209191-21-012030 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,439 Read SEC document |
| February 13, 2021 Filed Feb 16, 2021 21:57 UTC |
Klurfeld JasonGeneral Counsel
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 89 | $118.88 | $10,580.32 |
DisclosureSEC source: 0001209191-21-010815 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,220 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 08, 2021 Filed Feb 10, 2021 16:38 UTC |
Pensa PaulContr., Principal Acct.Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 1,068 | $115.30 | $123,140.40 |
DisclosureSEC source: 0001209191-21-009274 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,857 Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 17:20 UTC |
Walsh Robert BPrincipal Financial Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 20,000 | $116.33 | $2,326,600.00 |
DisclosureSEC source: 0001209191-21-008554 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,568 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 17:19 UTC |
SCHLOSSTEIN RALPHDirector · Co-CEO/Co-Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 18,849 | $116.76 | $2,200,809.24 |
DisclosureSEC source: 0001209191-21-008551 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,065 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, 2021 Filed Feb 8, 2021 22:21 UTC |
WEINBERG JOHN SDirector · Co-CEO/Co-Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 12,561 | $116.76 | $1,466,622.36 |
DisclosureSEC source: 0001209191-21-008556 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724,246 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, 2021 Filed Feb 8, 2021 17:18 UTC |
Pensa PaulContr., Principal Acct.Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 741 | $116.76 | $86,519.16 |
DisclosureSEC source: 0001209191-21-008550 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,925 F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 17:20 UTC |
Walsh Robert BPrincipal Financial Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,774 | $116.76 | $790,932.24 |
DisclosureSEC source: 0001209191-21-008554 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,568 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, 2021 Filed Feb 8, 2021 17:16 UTC |
HYMAN EDWARD SVice Chair EPI & Chairman EISI
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 3,313 | $116.76 | $386,825.88 |
DisclosureSEC source: 0001209191-21-008546 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,918 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, 2021 Filed Feb 8, 2021 22:17 UTC |
Klurfeld JasonGeneral Counsel
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,530 | $116.76 | $178,642.80 |
DisclosureSEC source: 0001209191-21-008548 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,309 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, 2021 Filed Feb 8, 2021 22:16 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 21,470 | $116.76 | $2,506,837.20 |
DisclosureSEC source: 0001209191-21-008543 · 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: 125,510 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 30, 2020 Filed Jan 29, 2021 21:59 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 4,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 6 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,980 F1 · 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 |
| November 12, 2020 Filed Jan 29, 2021 16:59 UTC |
Walsh Robert BPrincipal Financial Officer
|
GiftShares of Class A common stock, par value $0.01 per share | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006127 · doc5.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,342 F1 · kind: Mr. Walsh has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 17:05 UTC |
FUTTER ELLEN VDirector
|
SaleShares of Class A common stock, par value $0.01 per share | 981 | $83.19 | $81,609.39 |
DisclosureSEC source: 0001209191-20-055826 · doc4.xml · nonDerivative · entry 1 FUTTER ELLEN V · CIK 0001206676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,885 Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 17:16 UTC |
WILSON KENDRICK R IIIDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037673 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,070 F1 · kind: These restricted stock units will vest on June 16, 2021, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 17:12 UTC |
Carlton Pamela GDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037662 · doc4.xml · nonDerivative · entry 1 Carlton Pamela G · CIK 0001449984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117 F1 · kind: These restricted stock units will vest on June 16, 2021, subject to accelerated vesting in certain circumstances. 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.