Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | CFO (through 8/31/2021) | December 31, 2021 | February 03, 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 December 31, 2021 · Filed February 03, 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 | 55,223 |
Reported balance
After 2021-11-12 transaction · row 1
1 source rowRow 1 · 2021-11-12 · Gift · Disposed 335 · Balance 55,223 F1: Mr. Walsh has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. |
| Shares of Class B common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Walsh has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution.
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 |
|---|---|---|---|---|---|---|
| November 12, 2021 Filed Feb 3, 2022 16:44 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006828 · doc5.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · CFO (through 8/31/2021) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,223 F1 · kind: Mr. Walsh has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 17:18 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 40,902 | $146.63 | $5,997,460.26 |
DisclosureSEC source: 0001209191-21-037770 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,558 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 $146.50 to $148.02 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 17:17 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 17,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012445 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,460 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 17:20 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 20,000 | $116.33 | $2,326,600.00 |
DisclosureSEC source: 0001209191-21-008554 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,568 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 17:20 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,774 | $116.76 | $790,932.24 |
DisclosureSEC source: 0001209191-21-008554 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,568 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 12, 2020 Filed Jan 29, 2021 16:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006127 · doc5.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,342 F1 · kind: Mr. Walsh has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| April 23, 2020 Filed Apr 24, 2020 18:04 UTC | Evercore Inc. EVR · Entity 3486 | PurchaseShares of Class A common stock, par value $0.01 per share | 2,000 | $50.14 | $100,280.00 |
DisclosureSEC source: 0001209191-20-025682 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,542 F1 · price: This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $49.75 to $50.28 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 purchased at each price. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 16:35 UTC | Evercore Inc. EVR · Entity 3486 | PurchaseShares of Class A common stock, par value $0.01 per share | 3,500 | $55.69 | $194,915.00 |
DisclosureSEC source: 0001209191-20-018525 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,542 F1 · price: This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $55.28 to $56.00 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 purchased at each price. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 18:35 UTC | Evercore Inc. EVR · Entity 3486 | PurchaseShares of Class A common stock, par value $0.01 per share | 1,500 | $61.27 | $91,905.00 |
DisclosureSEC source: 0001209191-20-017464 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,042 F2 · price: This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $60.75 to $61.65 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 purchased at each price. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:35 UTC | Evercore Inc. EVR · Entity 3486 | PurchaseShares of Class A common stock, par value $0.01 per share | 6,000 | $62.86 | $377,160.00 |
DisclosureSEC source: 0001209191-20-017464 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,542 F1 · price: This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $61.50 to $63.75 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 purchased at each price. 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 | 19,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009239 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,542 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 16:24 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,311 | $77.91 | $491,658.46 |
DisclosureSEC source: 0001209191-20-007169 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,034 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 18:09 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 19,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010391 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,345 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:35 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 10,500 | $89.38 | $938,441.70 |
DisclosureSEC source: 0001209191-19-007909 · doc4.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,922 F3 · price: This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $89.30 to $89.575 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:35 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 10,168 | $89.27 | $907,701.43 |
DisclosureSEC source: 0001209191-19-007909 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,422 F2 · price: This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $89 to $89.95 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:35 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,656 | $89.27 | $594,207.74 |
DisclosureSEC source: 0001209191-19-007909 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,590 F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 18:11 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 100 | $96.18 | $9,617.50 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 200 | $96.16 | $19,231.00 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 100 | $96.15 | $9,615.20 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,200 | $96.15 | $115,381.20 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 100 | $96.15 | $9,615.01 |
DisclosureSEC 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 | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 20,300 | $96.15 | $1,951,845.00 |
DisclosureSEC 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 18:11 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 13,049 | $0.00 | $0.00 |
DisclosureSEC 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 04, 2018 Filed Feb 6, 2018 19:33 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,970 | $100.00 | $697,000.00 |
DisclosureSEC source: 0001209191-18-008005 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,197 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 |
| December 21, 2017 Filed Dec 21, 2017 19:57 UTC | Evercore Inc. EVR · Entity 3486 | GrantPartnership units of Evercore LP · Derivative | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-066883 · doc4.xml · derivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Shares of Class A common stock, par value $0.01 per share · 1,200 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. F1 · price: On December 21, 2017, the Reporting Person exchanged with Evercore Inc. 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units. 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 |
| December 21, 2017 Filed Dec 21, 2017 19:57 UTC | Evercore Inc. EVR · Entity 3486 | OtherShares of Class A common stock, par value $0.01 per share | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-066883 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,847 F1 · kind: On December 21, 2017, the Reporting Person exchanged with Evercore Inc. 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units. F1 · price: On December 21, 2017, the Reporting Person exchanged with Evercore Inc. 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units. Read SEC document |
| November 09, 2017 Filed Feb 2, 2018 20:06 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007250 · doc5.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,167 F1 · kind: Mr. Walsh has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| November 09, 2017 Filed Feb 2, 2018 20:06 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007250 · doc5.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,492 F1 · kind: Mr. Walsh has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 16:09 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 22,000 | $75.05 | $1,651,100.00 |
DisclosureSEC source: 0001209191-17-050879 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,047 Read SEC document |
| May 07, 2017 Filed Feb 2, 2018 20:06 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007250 · doc5.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,622 F1 · kind: Mr. Walsh has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011466 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,047 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2018. Read SEC document |
| February 04, 2017 Filed Feb 6, 2017 19:25 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 7,808 | $78.93 | $616,246.40 |
DisclosureSEC source: 0001209191-17-008147 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,749 F2 · 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 19:25 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 15,000 | $79.12 | $1,186,864.50 |
DisclosureSEC source: 0001209191-17-008147 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,557 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 $78.90 to $79.35 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 |
| December 09, 2016 Filed Dec 12, 2016 16:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 4 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,112 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 20,269 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 16:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,014 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 14,584 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 16:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,943 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 6,666 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 16:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154715 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,910 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 4,401 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 |
| November 25, 2016 Filed Jan 27, 2017 16:25 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005887 · doc5.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,557 F1 · kind: Mr. Walsh has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| November 25, 2016 Filed Jan 27, 2017 16:25 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005887 · doc5.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,717 F1 · kind: Mr. Walsh has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| November 25, 2016 Filed Jan 27, 2017 16:25 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005887 · doc5.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,877 F1 · kind: Mr. Walsh has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141161 · doc4.xml · nonDerivative · entry 4 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,888 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 20,269 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 16:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141161 · doc4.xml · nonDerivative · entry 3 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,767 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 14,584 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 16:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141161 · doc4.xml · nonDerivative · entry 2 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,680 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 6,666 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 16:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141161 · doc4.xml · nonDerivative · entry 1 Walsh Robert B · CIK 0001402456 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,640 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 4,401 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.