Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Director · Co-CEO/Co-Chairman | February 15, 2022 | February 17, 2022 |
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 February 15, 2022 · Filed February 17, 2022
| 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 | 239,674 |
Reported balance
After 2022-02-15 transaction · row 1
1 source rowRow 1 · 2022-02-15 · Grant · Acquired 42,898 · Balance 239,674 F1: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2023.
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 |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 17, 2022 17:09 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 42,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010867 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,674 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2023. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 16:51 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 19,472 | $129.78 | $2,527,124.84 |
DisclosureSEC source: 0001209191-22-007777 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,776 F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 17:10 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 62,625 | $150.03 | $9,395,635.01 |
DisclosureSEC source: 0001209191-21-066823 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,248 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 $148.86 to $150.81 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 |
| November 22, 2021 Filed Nov 24, 2021 17:10 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 57,001 | $150.92 | $8,602,562.42 |
DisclosureSEC source: 0001209191-21-066823 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,873 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 $150.50 to $151.89 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 |
| November 17, 2021 Filed Nov 18, 2021 17:10 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 15,129 | $153.52 | $2,322,626.77 |
DisclosureSEC source: 0001209191-21-065537 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,874 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 $153.04 to $154.31 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 |
| November 16, 2021 Filed Nov 18, 2021 17:10 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 67,915 | $154.51 | $10,493,213.87 |
DisclosureSEC source: 0001209191-21-065537 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,003 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 $154.00 to $155.2325 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 |
| November 02, 2021 Filed Nov 3, 2021 17:08 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,730 | $155.00 | $268,150.00 |
DisclosureSEC source: 0001209191-21-062745 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,918 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 17:08 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 16,882 | $154.88 | $2,614,729.74 |
DisclosureSEC source: 0001209191-21-062745 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,648 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 $154.5 to $155.13 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 17:15 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 7,245 | $147.04 | $1,065,304.80 |
DisclosureSEC source: 0001209191-21-038321 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,530 F1 · price: This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $ 147.00 to $147.18 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. Read SEC document |
| May 12, 2021 Filed May 14, 2021 17:01 UTC | Evercore Inc. EVR · Entity 3486 | GrantPartnership units of Evercore LP · Derivative | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032797 · doc4.xml · derivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Shares of Class A common stock, par value $0.01 per share · 1,500 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: On May 12, 2021, the Reporting Person exchanged 500 shares of Class A common stock for an equal number of Evercore LP partnership units. F3 · derivative.exercise_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · balance_after: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| May 12, 2021 Filed May 14, 2021 17:01 UTC | Evercore Inc. EVR · Entity 3486 | Disposition to issuerShares of Class A common stock, par value $0.01 per share | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032797 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,775 F1 · price: On May 12, 2021, the Reporting Person exchanged 500 shares of Class A common stock for an equal number of Evercore LP partnership units. Read SEC document |
| March 12, 2021 Filed Feb 3, 2022 16:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006827 · doc5.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,248 F1 · kind: Mr. Schlosstein has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:17 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 150,000 | $125.40 | $18,810,165.00 |
DisclosureSEC source: 0001209191-21-017045 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,275 F1 · price: This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $124.51 to $126.47 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:16 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 36,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012443 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,275 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 17:19 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 18,849 | $116.76 | $2,200,809.24 |
DisclosureSEC source: 0001209191-21-008551 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · Co-CEO/Co-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,065 F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:09 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 449,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018297 · doc4.xml · derivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Shares of Class A common stock, par value $0.01 per share · 449,000 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. F3 · derivative.exercise_price: Pursuant to the Amended and 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. F3 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Amended and 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 |
| March 09, 2020 Filed Mar 11, 2020 20:09 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018297 · doc4.xml · derivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership Units held in trust. Disclosed balance after: 0 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. F3 · derivative.exercise_price: Pursuant to the Amended and 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. F3 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Amended and 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 · 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 |
| March 09, 2020 Filed Mar 11, 2020 20:09 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 449,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018297 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,914 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 |
| March 09, 2020 Filed Mar 11, 2020 20:09 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018297 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 100,000 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. 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 |
| February 11, 2020 Filed Feb 13, 2020 16:39 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 31,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009236 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,914 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2021. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 16:23 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 22,252 | $77.91 | $1,733,542.06 |
DisclosureSEC source: 0001209191-20-007168 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,450 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 12, 2019 Filed Feb 14, 2019 18:08 UTC | Evercore Inc. EVR · Entity 3486 | 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 Jan 31, 2020 16:20 UTC | Evercore Inc. EVR · Entity 3486 | 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 04, 2019 Filed Feb 6, 2019 20:33 UTC | Evercore Inc. EVR · Entity 3486 | 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 |
| May 31, 2018 Filed Feb 1, 2019 16:50 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 23,263 | $108.60 | $2,526,347.84 |
DisclosureSEC 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 03, 2018 Filed May 4, 2018 17:18 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 13,987 | $101.28 | $1,416,622.94 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 102,513 | $103.03 | $10,561,668.36 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 75,000 | $102.38 | $7,678,140.00 |
DisclosureSEC 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 |
| April 30, 2018 Filed May 1, 2018 16:22 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 8,500 | $102.01 | $867,050.15 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 32,880 | $102.74 | $3,378,127.37 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 29,320 | $100.59 | $2,949,298.80 |
DisclosureSEC 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 |
| February 13, 2018 Filed Feb 15, 2018 18:04 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 33,927 | $0.00 | $0.00 |
DisclosureSEC 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 04, 2018 Filed Feb 6, 2018 19:32 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 23,417 | $100.00 | $2,341,700.00 |
DisclosureSEC source: 0001209191-18-008003 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,091 F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 19:21 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 12,800 | $100.07 | $1,280,922.88 |
DisclosureSEC source: 0001209191-18-007671 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 62,200 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 $100.00 to $100.39 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 |
| February 01, 2018 Filed Feb 5, 2018 19:21 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007671 · doc4.xml · derivative · entry 8 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Shares of Class A common stock, par value $0.01 per share · 200,000 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. F5 · 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. F5 · 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. F5 · 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 01, 2018 Filed Feb 5, 2018 19:21 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007671 · doc4.xml · derivative · entry 7 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership units held in trust. Disclosed balance after: 100,000 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. F5 · 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. F5 · 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. F5 · 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. 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 |
| February 01, 2018 Filed Feb 5, 2018 19:21 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 25,000 | $101.65 | $2,541,272.50 |
DisclosureSEC source: 0001209191-18-007671 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 75,000 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 $101.50 to $101.85 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 |
| February 01, 2018 Filed Feb 5, 2018 19:21 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007671 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,508 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 |
| February 01, 2018 Filed Feb 5, 2018 19:21 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007671 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 100,000 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. 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 |
| November 29, 2017 Filed Nov 29, 2017 19:22 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 118,144 | $87.14 | $10,295,328.08 |
DisclosureSEC source: 0001209191-17-062942 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,508 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 $85.95 to $87.99 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 |
| November 28, 2017 Filed Nov 29, 2017 19:22 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 100,000 | $85.44 | $8,543,570.00 |
DisclosureSEC source: 0001209191-17-062942 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,652 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 $85.00 to $85.94 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 |
| November 27, 2017 Filed Nov 29, 2017 19:22 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 9,500 | $86.17 | $818,636.85 |
DisclosureSEC source: 0001209191-17-062942 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,652 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 $86.00 to $86.64 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 |
| November 22, 2017 Filed Nov 27, 2017 16:29 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 227,644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062568 · doc4.xml · derivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,000 Underlying: Shares of Class A common stock, par value $0.01 per share · 227,644 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. F3 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F3 · derivative.exercise_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 16:29 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 227,644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062568 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,152 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 |
| February 14, 2017 Filed Feb 16, 2017 16:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 38,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011463 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,508 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2018. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:26 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 2,083 | $79.80 | $166,215.07 |
DisclosureSEC source: 0001209191-17-008685 · doc4.xml · nonDerivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,242 F5 · 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 $79.65 to $80.00 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 07, 2017 Filed Feb 8, 2017 16:26 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 20,538 | $79.26 | $1,627,924.03 |
DisclosureSEC source: 0001209191-17-008685 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,325 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 $78.65 to $79.60 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 06, 2017 Filed Feb 8, 2017 16:26 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 9,097 | $81.30 | $739,540.62 |
DisclosureSEC source: 0001209191-17-008685 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,863 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 $81.00 to $81.65 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.