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 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 | 14,256 | $80.55 | $1,148,263.78 |
DisclosureSEC source: 0001209191-17-008685 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,960 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 $80.00 to $80.95 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. Read SEC document |
| February 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 | 2,400 | $79.35 | $190,442.40 |
DisclosureSEC source: 0001209191-17-008685 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,216 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 $79.00 to $79.95 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:24 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,628 | $78.93 | $2,259,464.90 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,616 F6 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 19:24 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 168,232 | $79.28 | $13,338,089.06 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 0 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 $79.00 to $79.88 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 03, 2017 Filed Feb 6, 2017 19:24 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 34,039 | $78.53 | $2,673,130.32 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 163,889 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 $78.00 to $78.99 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. 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 02, 2017 Filed Feb 6, 2017 19:24 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership Units of Evercore LP · Derivative | 263,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · derivative · entry 8 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership units held by trust. Disclosed balance after: 200,000 Underlying: Shares of Class A common stock, par value $0.01 per share · 263,822 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. F7 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Partners 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 Partners 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. F7 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Partners 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 Partners Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F7 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Partners 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 Partners 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 02, 2017 Filed Feb 6, 2017 19:24 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 61,551 | $77.68 | $4,781,466.33 |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 202,271 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 $77.55 to $77.75 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 02, 2017 Filed Feb 6, 2017 19:24 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 263,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008145 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by trust. Disclosed balance after: 263,822 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 |
| January 29, 2017 Filed Jan 30, 2017 16:19 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,450 | $77.01 | $2,191,005.63 |
DisclosureSEC source: 0001209191-17-006119 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,244 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,694 F5 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 60,257 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,404 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 32,448 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,247 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 19,537 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,152 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 13,038 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 241 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154713 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,089 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 50,000 unvested underlying RSUs awarded on January 29, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on January 29, 2013. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 16:24 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 30,279 | $66.35 | $2,009,023.76 |
DisclosureSEC source: 0001209191-16-152466 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,848 Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141157 · doc4.xml · nonDerivative · entry 5 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,127 F5 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 60,257 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141157 · doc4.xml · nonDerivative · entry 4 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,767 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 32,448 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141157 · doc4.xml · nonDerivative · entry 3 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,573 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 19,537 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141157 · doc4.xml · nonDerivative · entry 2 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,456 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 13,038 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141157 · doc4.xml · nonDerivative · entry 1 SCHLOSSTEIN RALPH · CIK 0001059227 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,378 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 50,000 unvested underlying RSUs awarded on January 29, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on January 29, 2013. 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.