Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | CEO EVR Partners International | December 31, 2019 | January 31, 2020 |
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, 2019 · Filed January 31, 2020
| 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 | 96,881 |
Reported balance
After 2019-02-01 transaction · row 1
1 source rowRow 1 · 2019-02-01 · Gift · Disposed 3,700 · Balance 96,881 F1: Mr. Sibbald has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Sibbald 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 |
|---|---|---|---|---|---|---|
| February 12, 2019 Filed Feb 14, 2019 23:09 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 21,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010389 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,581 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 7, 2019 01:35 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 19,351 | $89.27 | $1,727,541.17 |
DisclosureSEC source: 0001209191-19-007907 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,093 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 01, 2019 Filed Jan 31, 2020 21:21 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005767 · doc5.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,881 F1 · kind: Mr. Sibbald 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 26, 2018 Filed Apr 27, 2018 20:26 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 20,531 | $99.23 | $2,037,256.23 |
DisclosureSEC source: 0001209191-18-026575 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,794 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 $98.55 to $99.70 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. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 21:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 400 | $97.05 | $38,820.00 |
DisclosureSEC source: 0001209191-18-012397 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,325 Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 21:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 936 | $97.00 | $90,792.00 |
DisclosureSEC source: 0001209191-18-012397 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,725 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:05 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 17,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010497 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,661 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019. Read SEC document |
| February 06, 2018 Filed Feb 1, 2019 21:50 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006472 · doc5.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,444 F1 · kind: Mr. Sibbald has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institution. Read SEC document |
| February 04, 2018 Filed Feb 7, 2018 00:33 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 19,420 | $100.00 | $1,942,000.00 |
DisclosureSEC source: 0001209191-18-008004 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,172 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 14, 2017 Filed Nov 15, 2017 21:14 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 400 | $84.03 | $33,610.00 |
DisclosureSEC source: 0001209191-17-060869 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,742 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 $84.00 to $84.10 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 14, 2017 Filed Nov 15, 2017 21:14 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 11,600 | $83.41 | $967,549.04 |
DisclosureSEC source: 0001209191-17-060869 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,142 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 $82.9750 to $83.9500 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 14, 2017 Filed Feb 16, 2017 21:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 44,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011465 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,742 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 21:27 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 2,238 | $79.79 | $178,558.83 |
DisclosureSEC source: 0001209191-17-008686 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,224 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 $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 21:27 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 20,991 | $79.27 | $1,663,914.59 |
DisclosureSEC source: 0001209191-17-008686 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,462 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 $78.65 to $79.62 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 7, 2017 00:25 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 20,639 | $78.93 | $1,628,933.08 |
DisclosureSEC source: 0001209191-17-008146 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,453 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 02, 2017 Filed Feb 7, 2017 00:25 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 16,250 | $76.81 | $1,248,230.75 |
DisclosureSEC source: 0001209191-17-008146 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,092 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 $75.65 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. Read SEC document |
| February 02, 2017 Filed Feb 3, 2018 01:05 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 4,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007248 · doc5.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,592 F1 · kind: Mr. Sibbald has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 4 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,192 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 56,092 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 21:34 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: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 3 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,922 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 32,456 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 21:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,765 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 8,459 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 21:34 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154714 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,724 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 12,647 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 20:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141159 · doc4.xml · nonDerivative · entry 4 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,663 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 56,092 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 20:30 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: 0001209191-16-141159 · doc4.xml · nonDerivative · entry 3 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,328 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 32,456 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 20:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141159 · doc4.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,134 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 8,459 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 20:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141159 · doc4.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,083 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 12,647 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 |
| August 31, 2016 Filed Jan 27, 2017 21:25 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005885 · doc5.xml · nonDerivative · entry 2 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,342 F1 · kind: Mr. Sibbald has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| May 18, 2016 Filed Jan 27, 2017 21:25 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005885 · doc5.xml · nonDerivative · entry 1 SIBBALD ANDREW · CIK 0001528616 · CEO EVR Partners International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,692 F1 · kind: Mr. Sibbald has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.