Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Director | December 05, 2023 | December 07, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Evercore Inc.
Report date December 05, 2023 · Filed December 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 17,000 |
Reported balance
After 2023-12-05 transaction · row 1
1 source rowRow 1 · 2023-12-05 · Sale · Disposed 6,522 · Balance 17,000 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEIDRICK & STRUGGLES INTERNATIONAL INC
Report date May 24, 2018 · Filed May 29, 2018
Section 16 reporting ended · disclosed 2018-05-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,550 |
Reported balance
After 2018-05-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-24 · Grant · Acquired 29,514 · Balance 49,550 F1: Conversion of RSU's granted under the Company's Global Share Plan. Each RSU represented a right to receive one share of the Issuer's Common Stock upon vesting. The RSU's are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. Mr. Beattie did not stand for election at the annual meeting on May 24, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-05-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-24 · Exercise / conversion · Disposed 29,514 · Balance 0 F2: The number of RSUs awarded to the Reporting Person was determined by dividing the total dollar value of director compensation granted to the Reporting Person by $38.85, the closing price of HSII Common Stock on May 24, 2018. F3: The RSUs are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. F4: Granted under the Company's Global Share Plan. Each RSU represents a right to receive one share of the Issuer's Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of RSU's granted under the Company's Global Share Plan. Each RSU represented a right to receive one share of the Issuer's Common Stock upon vesting. The RSU's are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. Mr. Beattie did not stand for election at the annual meeting on May 24, 2018.
F2: The number of RSUs awarded to the Reporting Person was determined by dividing the total dollar value of director compensation granted to the Reporting Person by $38.85, the closing price of HSII Common Stock on May 24, 2018.
F3: The RSUs are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors.
F4: Granted under the Company's Global Share Plan. Each RSU represents a right to receive one share of the Issuer's Common Stock upon vesting.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 05, 2023 Filed Dec 7, 2023 16:48 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 6,522 | $151.31 | $986,843.82 |
DisclosureSEC source: 0000950170-23-068841 · ownership.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,000 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 16:21 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037846 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,522 F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:22 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 5,000 | $130.90 | $654,482.00 |
DisclosureSEC source: 0001209191-23-015484 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,453 Read SEC document |
| December 30, 2022 Filed Jan 27, 2023 17:00 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005309 · doc5.xml · nonDerivative · entry 2 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,453 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 |
| June 16, 2022 Filed Jun 21, 2022 17:09 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-038469 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,259 F1 · kind: These restricted stock units will be delivered on June 16, 2023, subject to accelerated delivery in certain circumstances. Read SEC document |
| February 24, 2022 Filed Jan 27, 2023 17:00 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005309 · doc5.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,453 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 |
| June 17, 2021 Filed Jun 21, 2021 17:20 UTC | Evercore Inc. EVR · Entity 3486 | 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 16, 2020 Filed Jun 18, 2020 17:12 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037659 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,431 F1 · kind: These restricted stock units will vest on June 16, 2021, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 16:38 UTC | Evercore Inc. EVR · Entity 3486 | 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 |
| May 24, 2019 Filed Jan 31, 2020 16:18 UTC | Evercore Inc. EVR · Entity 3486 | 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 |
| June 11, 2018 Filed Jun 12, 2018 16:28 UTC | Evercore Inc. EVR · Entity 3486 | 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 |
| June 11, 2018 Filed Feb 28, 2019 20:13 UTC Amendment | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 837 | $0.00 | $0.00 |
DisclosureSEC 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 24, 2018 Filed May 29, 2018 13:45 UTC | HEIDRICK & STRUGGLES INTERNATIONAL INC HSII · Entity 71926 | Exercise / conversionRestricted Stock Units · Derivative | 29,514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-033719 · doc4.xml · derivative · entry 2 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · Not disclosed 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. F2 · derivative.exercise_price: The number of RSUs awarded to the Reporting Person was determined by dividing the total dollar value of director compensation granted to the Reporting Person by $38.85, the closing price of HSII Common Stock on May 24, 2018. F2 · price: The number of RSUs awarded to the Reporting Person was determined by dividing the total dollar value of director compensation granted to the Reporting Person by $38.85, the closing price of HSII Common Stock on May 24, 2018. F3 · derivative.exercise_date: The RSUs are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. F3 · derivative.expiration_date: The RSUs are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. F4 · derivative.underlying_shares: Granted under the Company's Global Share Plan. Each RSU represents a right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| May 24, 2018 Filed May 29, 2018 13:45 UTC | HEIDRICK & STRUGGLES INTERNATIONAL INC HSII · Entity 71926 | GrantCommon Stock | 29,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033719 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,550 F1 · security: Conversion of RSU's granted under the Company's Global Share Plan. Each RSU represented a right to receive one share of the Issuer's Common Stock upon vesting. The RSU's are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. Mr. Beattie did not stand for election at the annual meeting on May 24, 2018. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 16:17 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039445 · doc4.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,925 F1 · kind: These restricted stock units will vest on June 12, 2018, subject to accelerated vesting in certain circumstances. Read SEC document |
| May 25, 2017 Filed May 30, 2017 14:57 UTC | HEIDRICK & STRUGGLES INTERNATIONAL INC HSII · Entity 71926 | GrantRestricted Stock Units · Derivative | 5,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-036080 · doc4.xml · derivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,514 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · security: Granted under the Company's Global Share Plan. Each RSU represents a right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.exercise_price: Granted under the Company's Global Share Plan. Each RSU represents a right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_price: The number of RSU's awarded to the Reporting Person was determined by dividing the total dollar value of director compensation granted to the Reporting Person by $22.30, the closing price of HSII common stock on May 25, 2017. F2 · price: The number of RSU's awarded to the Reporting Person was determined by dividing the total dollar value of director compensation granted to the Reporting Person by $22.30, the closing price of HSII common stock on May 25, 2017. F3 · derivative.exercise_date: The RSU's are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. F3 · derivative.expiration_date: The RSU's are fully vested and payable upon the Reporting Person's termination of service to the Company's Board of Directors. F1 · derivative.underlying_shares: Granted under the Company's Global Share Plan. Each RSU represents a right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| January 10, 2017 Filed Feb 2, 2018 20:05 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007247 · doc5.xml · nonDerivative · entry 1 BEATTIE RICHARD I · CIK 0001243034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,143 F1 · kind: Mr. Beattie has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. 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.