Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Director | June 17, 2021 | June 21, 2021 |
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 June 17, 2021 · Filed June 21, 2021
| 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 | 3,714 |
Reported balance
After 2021-06-17 transaction · row 1
1 source rowRow 1 · 2021-06-17 · Grant · Acquired 644 · Balance 3,714 F1: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances.
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 |
|---|---|---|---|---|---|---|
| June 17, 2021 Filed Jun 21, 2021 17:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042169 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 17:16 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037673 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,070 F1 · kind: These restricted stock units will vest on June 16, 2021, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 16:41 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038048 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 16:18 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-056410 · doc4.xml · nonDerivative · entry 1 WILSON KENDRICK R III · CIK 0001022729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 F1 · kind: These restricted stock units, which were granted pursuant to the Amended and Restated 2016 Evercore Inc. Stock Incentive Plan, vest two years after the date of grant, subject to accelerated vesting in certain circumstances. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.