Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | CEO of EVR Mexico | February 12, 2019 | February 14, 2019 |
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 12, 2019 · Filed February 14, 2019
| 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 | 17,046 |
Reported balance
After 2019-02-12 transaction · row 1
1 source rowRow 1 · 2019-02-12 · Grant · Acquired 5,203 · Balance 17,046 F1: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020.
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 18:06 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 5,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010380 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,046 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 20:29 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 2,612 | $89.27 | $233,183.69 |
DisclosureSEC source: 0001209191-19-007903 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,843 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 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 | 17,665 | $102.45 | $1,809,779.25 |
DisclosureSEC source: 0001209191-18-027648 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,455 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 $102.05 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 |
| February 13, 2018 Filed Feb 15, 2018 18:02 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010489 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,120 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 19:30 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,900 | $100.00 | $690,000.00 |
DisclosureSEC source: 0001209191-18-007998 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,488 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 |
| July 28, 2017 Filed Aug 1, 2017 16:25 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 29,935 | $77.14 | $2,309,185.90 |
DisclosureSEC source: 0001209191-17-046917 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,388 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:27 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 7,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011455 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,323 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 19:22 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 8,933 | $78.93 | $705,037.03 |
DisclosureSEC source: 0001209191-17-008139 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,351 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 16:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154706 · doc4.xml · nonDerivative · entry 3 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,284 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 14,479 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 16:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154706 · doc4.xml · nonDerivative · entry 2 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,214 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 23,750 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 16:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154706 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,099 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 7,178 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 16:29 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: 0001209191-16-141151 · doc4.xml · nonDerivative · entry 3 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,064 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 14,479 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 16:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141151 · doc4.xml · nonDerivative · entry 2 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,977 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 23,750 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 16:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141151 · doc4.xml · nonDerivative · entry 1 Arellano Ostoa Augusto · CIK 0001662852 · CEO of EVR Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,835 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 7,178 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.