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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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Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 11, 2018 Filed Jun 12, 2018 16:30 UTC GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-037244 · doc4.xml · nonDerivative · entry 1

OVERLOCK WILARD J JR · CIK 0001221779 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,755

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 GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-037241 · doc4.xml · nonDerivative · entry 1

FUTTER ELLEN V · CIK 0001206676 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,365

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 20:29 UTC GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-037243 · doc4.xml · nonDerivative · entry 1

MILLARD ROBERT B · CIK 0001188791 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,464

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 20:31 UTC GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-037249 · doc4.xml · nonDerivative · entry 1

Williamson Sarah K · CIK 0001738671 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,365

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 20:30 UTC GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-037245 · doc4.xml · nonDerivative · entry 1

Robertson Sir Simon · CIK 0001703896 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,787

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 20:29 UTC GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-037242 · doc4.xml · nonDerivative · entry 1

Harris Gail Block · CIK 0001369329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,850

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 Feb 28, 2019 20:13 UTC Amendment GrantShares of Class A common stock, par value $0.01 per share 837 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-014803 · doc4a.xml · nonDerivative · entry 1

BEATTIE RICHARD I · CIK 0001243034 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,762

F1 · kind: This Form 4/A is being filed to correct an inadvertent administrative error in the number of securities reported as being beneficially owned on the Reporting Person's January 10, 2017 Form 5 filing and subsequent Form 4 filing. These restricted stock units will vest on June 11, 2019, subject to accelerated vesting in certain circumstances.

F1 · balance_after: This Form 4/A is being filed to correct an inadvertent administrative error in the number of securities reported as being beneficially owned on the Reporting Person's January 10, 2017 Form 5 filing and subsequent Form 4 filing. These restricted stock units will vest on June 11, 2019, subject to accelerated vesting in certain circumstances.

Read SEC document
May 31, 2018 Filed Feb 1, 2019 16:50 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
GiftPartnership units of Evercore LP · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006471 · doc5.xml · derivative · entry 5

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 470,000

Underlying: Shares of Class A common stock, par value $0.01 per share · 470,000 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 bona fide gifts of these 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
May 23, 2018 Filed Feb 1, 2019 16:50 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
GiftPartnership units of Evercore LP · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006471 · doc5.xml · derivative · entry 4

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 480,000

Underlying: Shares of Class A common stock, par value $0.01 per share · 480,000 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 bona fide gifts of these 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
May 17, 2018 Filed May 18, 2018 16:32 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 23,263 $108.60 $2,526,347.84
Disclosure

SEC source: 0001209191-18-031422 · doc4.xml · nonDerivative · entry 1

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,755

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 $108.50 to $108.95 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
May 04, 2018 Filed May 8, 2018 20:27 UTC
Klurfeld JasonGeneral Counsel
SaleShares of Class A common stock, par value $0.01 per share 717 $103.00 $73,851.00
Disclosure

SEC source: 0001209191-18-028584 · doc4.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,380

Read SEC document
May 03, 2018 Filed May 4, 2018 17:18 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 13,987 $101.28 $1,416,622.94
Disclosure

SEC source: 0001209191-18-028166 · doc4.xml · nonDerivative · entry 1

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,018

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 $100.05 to $102.63 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 02, 2018 Filed May 3, 2018 16:32 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 102,513 $103.03 $10,561,668.36
Disclosure

SEC source: 0001209191-18-027650 · doc4.xml · nonDerivative · entry 2

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,005

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 $102.25 to $103.40 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 01, 2018 Filed May 3, 2018 16:32 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 75,000 $102.38 $7,678,140.00
Disclosure

SEC source: 0001209191-18-027650 · doc4.xml · nonDerivative · entry 1

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,518

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 $102.00 to $102.80 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 01, 2018 Filed May 3, 2018 16:32 UTC
Arellano Ostoa AugustoCEO of EVR Mexico
SaleShares of Class A common stock, par value $0.01 per share 17,665 $102.45 $1,809,779.25
Disclosure

SEC source: 0001209191-18-027648 · doc4.xml · nonDerivative · entry 1

Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,455

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 $102.05 to $102.80 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
April 30, 2018 Filed May 1, 2018 16:22 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 8,500 $102.01 $867,050.15
Disclosure

SEC source: 0001209191-18-027083 · doc4.xml · nonDerivative · entry 3

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 319,518

F4 · 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 $102.00 to $102.05 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
April 30, 2018 Filed May 1, 2018 16:22 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 32,880 $102.74 $3,378,127.37
Disclosure

SEC source: 0001209191-18-027083 · doc4.xml · nonDerivative · entry 2

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Shares help by trust.

Disclosed balance after: 0

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 $100.85 to $103.80 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.

F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose.

Read SEC document
April 27, 2018 Filed May 1, 2018 16:22 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
SaleShares of Class A common stock, par value $0.01 per share 29,320 $100.59 $2,949,298.80
Disclosure

SEC source: 0001209191-18-027083 · doc4.xml · nonDerivative · entry 1

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Shares help by trust.

Disclosed balance after: 32,880

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 $100.50 to $100.70 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.

F2 · ownership.nature: These securities are held in trust for the benefit of Mr. Schlosstein's family. Mr. Schlosstein disclaims beneficial ownership of these securities and the filing of this report is not an admission that Mr. Schlosstein is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose.

Read SEC document
April 27, 2018 Filed May 1, 2018 16:24 UTC GrantShares of Class A common stock, par value $0.01 per share 528 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-027090 · doc4.xml · nonDerivative · entry 1

FUTTER ELLEN V · CIK 0001206676 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 528

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
April 27, 2018 Filed May 1, 2018 20:25 UTC GrantShares of Class A common stock, par value $0.01 per share 528 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-027092 · doc4.xml · nonDerivative · entry 1

Williamson Sarah K · CIK 0001738671 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 528

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
April 26, 2018 Filed Apr 27, 2018 20:26 UTC
SIBBALD ANDREWCEO EVR Partners International
SaleShares of Class A common stock, par value $0.01 per share 20,531 $99.23 $2,037,256.23
Disclosure

SEC source: 0001209191-18-026575 · doc4.xml · nonDerivative · entry 1

SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,794

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 $98.55 to $99.70 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, 2018 Filed Mar 2, 2018 23:09 UTC
WEINBERG JOHN SDirector · Executive Chairman
Tax withholdingShares of Class A common stock, par value $0.01 per share 60,166 $93.60 $5,631,537.60
Disclosure

SEC source: 0001209191-18-015966 · doc4.xml · nonDerivative · entry 1

WEINBERG JOHN S · CIK 0001029647 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 792,262

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 21, 2018 Filed Feb 22, 2018 21:19 UTC
SIBBALD ANDREWCEO EVR Partners International
SaleShares of Class A common stock, par value $0.01 per share 400 $97.05 $38,820.00
Disclosure

SEC source: 0001209191-18-012397 · doc4.xml · nonDerivative · entry 2

SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,325

Read SEC document
February 21, 2018 Filed Feb 22, 2018 21:19 UTC
SIBBALD ANDREWCEO EVR Partners International
SaleShares of Class A common stock, par value $0.01 per share 936 $97.00 $90,792.00
Disclosure

SEC source: 0001209191-18-012397 · doc4.xml · nonDerivative · entry 1

SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,725

Read SEC document
February 14, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 100 $96.18 $9,617.50
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 7

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,246

Read SEC document
February 14, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 200 $96.16 $19,231.00
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 6

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,346

Read SEC document
February 14, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 100 $96.15 $9,615.20
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 5

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,546

Read SEC document
February 14, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 1,200 $96.15 $115,381.20
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 4

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,646

Read SEC document
February 14, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 100 $96.15 $9,615.01
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 3

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,846

Read SEC document
February 14, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
SaleShares of Class A common stock, par value $0.01 per share 20,300 $96.15 $1,951,845.00
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 2

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,946

Read SEC document
February 13, 2018 Filed Feb 15, 2018 18:04 UTC
SCHLOSSTEIN RALPHDirector · President and CEO
GrantShares of Class A common stock, par value $0.01 per share 33,927 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010495 · doc4.xml · nonDerivative · entry 1

SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 328,018

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 23:12 UTC
WEINBERG JOHN SDirector · Executive Chairman
GrantShares of Class A common stock, par value $0.01 per share 33,927 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010499 · doc4.xml · nonDerivative · entry 1

WEINBERG JOHN S · CIK 0001029647 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 852,428

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 18:02 UTC
Arellano Ostoa AugustoCEO of EVR Mexico
GrantShares of Class A common stock, par value $0.01 per share 1,632 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010489 · doc4.xml · nonDerivative · entry 1

Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,120

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 18:04 UTC
Pensa PaulContr., Principal Acct.Officer
GrantShares of Class A common stock, par value $0.01 per share 1,749 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010494 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,196

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 18:11 UTC
Walsh Robert BPrincipal Financial Officer
GrantShares of Class A common stock, par value $0.01 per share 13,049 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010498 · doc4.xml · nonDerivative · entry 1

Walsh Robert B · CIK 0001402456 · Principal Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,246

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 18:03 UTC
HYMAN EDWARD SVice Chair EPI & Chairman EISI
GrantShares of Class A common stock, par value $0.01 per share 13,571 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010490 · 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: 18,575

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 23:05 UTC
SIBBALD ANDREWCEO EVR Partners International
GrantShares of Class A common stock, par value $0.01 per share 17,489 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010497 · doc4.xml · nonDerivative · entry 1

SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,661

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 23:03 UTC
Klurfeld JasonGeneral Counsel
GrantShares of Class A common stock, par value $0.01 per share 5,220 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010492 · doc4.xml · nonDerivative · entry 3

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,097

F3 · shares: Restricted Stock Units, which vest in seven equal annual installments beginning on February 13, 2022.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 23:03 UTC
Klurfeld JasonGeneral Counsel
GrantShares of Class A common stock, par value $0.01 per share 1,044 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010492 · doc4.xml · nonDerivative · entry 2

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,877

F2 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 13, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 23:03 UTC
Klurfeld JasonGeneral Counsel
GrantShares of Class A common stock, par value $0.01 per share 1,279 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010492 · doc4.xml · nonDerivative · entry 1

Klurfeld Jason · CIK 0001729982 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,833

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 13, 2018 Filed Feb 15, 2018 23:01 UTC
Altman Roger CDirector · Founder and Senior Chairman
GrantShares of Class A common stock, par value $0.01 per share 33,927 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010488 · 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: 183,279

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · doc5.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 5,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · doc5.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 5,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · doc5.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 168,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 4,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · 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: 173,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 1,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · 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: 177,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 1,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · 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: 178,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 1,500 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · 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: 179,779

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 1,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · 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: 181,279

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

Read SEC document
February 08, 2018 Filed Feb 1, 2019 21:47 UTC
Altman Roger CDirector · Founder and Senior Chairman
GiftShares of Class A common stock, par value $0.01 per share 1,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-006465 · 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: 182,279

F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions.

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.