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 |
|---|---|---|---|---|---|---|
| June 18, 2019 Filed Jun 19, 2019 16:41 UTC |
WILSON KENDRICK R IIIDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038048 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:40 UTC |
WHEELER WILLIAM JDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038045 · doc4.xml · nonDerivative · entry 1 WHEELER WILLIAM J · CIK 0001273281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,751 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 16:38 UTC |
BEATTIE RICHARD IDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038037 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,799 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:39 UTC |
MILLARD ROBERT BDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038042 · doc4.xml · nonDerivative · entry 1 MILLARD ROBERT B · CIK 0001188791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,501 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 16:39 UTC |
OVERLOCK WILARD J JRDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038043 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,792 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 16:38 UTC |
FUTTER ELLEN VDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038038 · doc4.xml · nonDerivative · entry 1 FUTTER ELLEN V · CIK 0001206676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:40 UTC |
Robertson Sir SimonDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038044 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:41 UTC |
Williamson Sarah KDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038046 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:38 UTC |
Harris Gail BlockDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038041 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,982 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| May 29, 2019 Filed Jan 31, 2020 21:17 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: 0001209191-20-005763 · 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: 173,941 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 |
| May 29, 2019 Filed Jan 31, 2020 21:17 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 175,641 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 |
| May 24, 2019 Filed Jan 31, 2020 16:18 UTC |
BEATTIE RICHARD IDirector
|
GiftShares of Class A common stock, par value $0.01 per share | 1,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005764 · doc5.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,967 F1 · kind: Mr. Beattie has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 22, 2019 Filed Jan 31, 2020 21:17 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 180,541 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 |
| May 22, 2019 Filed Jan 31, 2020 21:17 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 181,746 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 |
| May 22, 2019 Filed Jan 31, 2020 21:17 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 184,156 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 |
| May 22, 2019 Filed Jan 31, 2020 21:17 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GiftShares of Class A common stock, par value $0.01 per share | 3,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 185,361 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 |
| May 01, 2019 Filed Jan 31, 2020 21:19 UTC |
Harris Gail BlockDirector
|
GiftShares of Class A common stock, par value $0.01 per share | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005765 · doc5.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,982 F1 · kind: Ms. Harris 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, 2019 Filed Mar 6, 2019 01:51 UTC |
WEINBERG JOHN SDirector · Executive Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 61,339 | $93.53 | $5,737,036.67 |
DisclosureSEC source: 0001209191-19-017195 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,137 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 15, 2019 Filed Feb 20, 2019 21:06 UTC |
HYMAN EDWARD SVice Chair EPI & Chairman EISI
|
Exercise / conversionClass J Units of Evercore LP · Derivative | 329,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011857 · doc4.xml · derivative · entry 4 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 329,736 Underlying: Shares of Class A common stock, par value $0.01 per share · 329,738 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. F1 · security: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F1 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · derivative.underlying_shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F2 · balance_after: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F3 · balance_after: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. F3 · ownership.nature: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:06 UTC |
HYMAN EDWARD SVice Chair EPI & Chairman EISI
|
Exercise / conversionClass E Units of Evercore LP · Derivative | 329,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011857 · doc4.xml · derivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 2,214,064 Underlying: Shares of Class A common stock, par value $0.01 per share · 329,738 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. F1 · security: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F1 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · derivative.underlying_shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F2 · balance_after: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F3 · balance_after: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. F3 · ownership.nature: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 23:06 UTC |
Klurfeld JasonGeneral Counsel
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 89 | $90.77 | $8,078.09 |
DisclosureSEC source: 0001209191-19-010382 · doc4.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,472 F2 · 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 12, 2019 Filed Feb 14, 2019 18:08 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GrantShares of Class A common stock, par value $0.01 per share | 47,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010387 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,702 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:09 UTC |
WEINBERG JOHN SDirector · Executive Chairman
|
GrantShares of Class A common stock, par value $0.01 per share | 47,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010392 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836,476 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 18:06 UTC |
Arellano Ostoa AugustoCEO of EVR Mexico
|
GrantShares of Class A common stock, par value $0.01 per share | 5,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010380 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,046 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 18:07 UTC |
Pensa PaulContr., Principal Acct.Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 1,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010385 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,301 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 18:09 UTC |
Walsh Robert BPrincipal Financial Officer
|
GrantShares of Class A common stock, par value $0.01 per share | 19,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010391 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,345 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:09 UTC |
SIBBALD ANDREWCEO EVR Partners International
|
GrantShares of Class A common stock, par value $0.01 per share | 21,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010389 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,581 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:06 UTC |
Klurfeld JasonGeneral Counsel
|
GrantShares of Class A common stock, par value $0.01 per share | 6,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010382 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,561 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:05 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
GrantShares of Class A common stock, par value $0.01 per share | 63,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010379 · 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: 188,976 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020 Read SEC document |
| February 12, 2019 Filed Jan 31, 2020 16:20 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
GiftPartnership units of Evercore LP · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005766 · doc5.xml · derivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Underlying: Shares of Class A common stock, par value $0.01 per share · 450,000 shares Expires not disclosed F2 · 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. F3 · kind: Mr. Schlosstein has made a bona fide gift of these shares Evercore LP partnership units to unaffiliated not-for-profit institutions. F2 · 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. F2 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 16:28 UTC |
Pensa PaulContr., Principal Acct.Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 1,379 | $88.82 | $122,484.57 |
DisclosureSEC source: 0001209191-19-008933 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,865 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 $88.8092 to $88.8650 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, 2019 Filed Feb 6, 2019 20:33 UTC |
SCHLOSSTEIN RALPHDirector · President and CEO
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 22,222 | $89.27 | $1,983,846.83 |
DisclosureSEC source: 0001209191-19-007906 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,533 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, 2019 Filed Feb 7, 2019 01:36 UTC |
WEINBERG JOHN SDirector · Executive Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 2,955 | $89.27 | $263,804.67 |
DisclosureSEC source: 0001209191-19-007910 · doc4.xml · nonDerivative · entry 1 WEINBERG JOHN S · CIK 0001029647 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,307 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, 2019 Filed Feb 6, 2019 20:29 UTC |
Arellano Ostoa AugustoCEO of EVR Mexico
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 2,612 | $89.27 | $233,183.69 |
DisclosureSEC source: 0001209191-19-007903 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,843 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, 2019 Filed Feb 6, 2019 20:33 UTC |
Pensa PaulContr., Principal Acct.Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 952 | $89.27 | $84,988.85 |
DisclosureSEC source: 0001209191-19-007905 · doc4.xml · nonDerivative · entry 1 Pensa Paul · CIK 0001409785 · Contr., Principal Acct.Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,244 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, 2019 Filed Feb 6, 2019 20:35 UTC |
Walsh Robert BPrincipal Financial Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 10,500 | $89.38 | $938,441.70 |
DisclosureSEC source: 0001209191-19-007909 · doc4.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,922 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 $89.30 to $89.575 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, 2019 Filed Feb 6, 2019 20:35 UTC |
Walsh Robert BPrincipal Financial Officer
|
SaleShares of Class A common stock, par value $0.01 per share | 10,168 | $89.27 | $907,701.43 |
DisclosureSEC source: 0001209191-19-007909 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,422 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 $89 to $89.95 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, 2019 Filed Feb 6, 2019 20:35 UTC |
Walsh Robert BPrincipal Financial Officer
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,656 | $89.27 | $594,207.74 |
DisclosureSEC source: 0001209191-19-007909 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,590 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, 2019 Filed Feb 6, 2019 20:38 UTC |
HYMAN EDWARD SVice Chair EPI & Chairman EISI
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,962 | $89.27 | $175,155.59 |
DisclosureSEC source: 0001209191-19-007913 · 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: 16,613 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, 2019 Filed Feb 7, 2019 01:35 UTC |
SIBBALD ANDREWCEO EVR Partners International
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 19,351 | $89.27 | $1,727,541.17 |
DisclosureSEC source: 0001209191-19-007907 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,093 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, 2019 Filed Feb 7, 2019 01:32 UTC |
Klurfeld JasonGeneral Counsel
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 479 | $89.27 | $42,762.25 |
DisclosureSEC source: 0001209191-19-007904 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,901 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, 2019 Filed Feb 7, 2019 01:28 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,620 | $89.27 | $2,555,021.88 |
DisclosureSEC source: 0001209191-19-007902 · 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: 125,159 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 01, 2019 Filed Jan 31, 2020 21:21 UTC |
SIBBALD ANDREWCEO EVR Partners International
|
GiftShares of Class A common stock, par value $0.01 per share | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005767 · doc5.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,881 F1 · kind: Mr. Sibbald has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 16:18 UTC |
WILSON KENDRICK R IIIDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-056410 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 F1 · kind: These restricted stock units, which were granted pursuant to the Amended and Restated 2016 Evercore Inc. Stock Incentive Plan, vest two years after the date of grant, subject to accelerated vesting in certain circumstances. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:21 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
ConversionPartnership units of Evercore LP · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-056302 · doc4.xml · derivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 100,000 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. 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: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. 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. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:21 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
SaleShares of Class A common stock, par value $0.01 per share | 100,000 | $83.00 | $8,300,000.00 |
DisclosureSEC source: 0001209191-18-056302 · doc4.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,279 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 $83.00 to $83.04 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 25, 2018 Filed Oct 26, 2018 20:21 UTC |
Altman Roger CDirector · Founder and Senior Chairman
|
ConversionShares of Class A common stock, par value $0.01 per share | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-056302 · 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: 283,279 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 |
| August 29, 2018 Filed Feb 1, 2019 21:48 UTC |
Harris Gail BlockDirector
|
GiftShares of Class A common stock, par value $0.01 per share | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006467 · doc5.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,945 F1 · kind: Ms. Harris has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institution. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:31 UTC |
WHEELER WILLIAM JDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037248 · doc4.xml · nonDerivative · entry 1 WHEELER WILLIAM J · CIK 0001273281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,714 F1 · kind: These restricted stock units will vest on June 11, 2019, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 16:28 UTC |
BEATTIE RICHARD IDirector
|
GrantShares of Class A common stock, par value $0.01 per share | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037240 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,980 F1 · kind: These restricted stock units will vest on June 11, 2019, 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.