Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chime Financial, Inc.CHYM · Entity 2294 | General Counsel | September 15, 2026 | September 16, 2026 |
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.
Chime Financial, Inc.
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 364,828 |
Last balance in matching sequence
After 2026-09-15 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-09-15 · Exercise / conversion · Acquired 60,000 · Balance 466,830 F1: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Row 2 · 2026-09-15 · Sale · Disposed 86,948 · Balance 379,882 F2: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2026. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.760 to $33.755 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F1: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Row 3 · 2026-09-15 · Sale · Disposed 15,054 · Balance 364,828 F2: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2026. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.76 to $33.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F1: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.56 · Expires 2033-08-31 | Direct | 213,567 |
Reported balance
After 2026-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-15 · Exercise / conversion · Disposed 60,000 · Balance 213,567 F5: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
F2: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2026.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.760 to $33.755 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.76 to $33.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote.
F5: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Evercore Inc.
Report date December 31, 2017 · Filed February 14, 2018
Section 16 reporting ended · disclosed 2018-02-14. Current position is not established by this disclosure.
| 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 | 58,379 |
Reported balance
After 2017-05-30 transaction · row 1
1 source rowRow 1 · 2017-05-30 · Gift · Disposed 22 · Balance 58,379 F1: Mr. Frankel 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 2017-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Frankel 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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 22:19 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 60,000 | $16.56 Strike: $16.56 | $993,600.00 |
DisclosureSEC source: 0001241526-26-000021 · wk-form4_1789597195.xml · derivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 213,567 Underlying: Class A Common Stock · 60,000 shares Expires 2033-08-31 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. F5 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 22:19 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 15,054 | $33.78 | $508,593.37 |
DisclosureSEC source: 0001241526-26-000021 · wk-form4_1789597195.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 364,828 F2 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2026. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.76 to $33.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 22:19 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 86,948 | $33.23 | $2,889,012.50 |
DisclosureSEC source: 0001241526-26-000021 · wk-form4_1789597195.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 379,882 F2 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2026. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.760 to $33.755 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 22:19 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 60,000 | $16.56 | $993,600.00 |
DisclosureSEC source: 0001241526-26-000021 · wk-form4_1789597195.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 466,830 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 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| August 28, 2026 Filed Aug 28, 2026 16:47 UTC | Chime Financial, Inc. CHYM · Entity 2294 | GrantClass A Common Stock | 115,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001241526-26-000019 · wk-form4_1787950072.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,830 F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. One-sixteenth (1/16th) of the RSUs shall vest on November 15, 2026 and quarterly thereafter, subject to the Reporting Person continuing as a service provider through each such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 21:37 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Tax withholdingClass A Common Stock | 12,439 | $32.02 | $398,296.78 |
DisclosureSEC source: 0001241526-26-000017 · wk-form4_1787175444.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,356 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 21:39 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 3,000 | $17.50 | $52,500.00 |
DisclosureSEC source: 0001241526-26-000015 · wk-form4_1781645969.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,795 F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 23:00 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 3,000 | $18.00 | $54,000.00 |
DisclosureSEC source: 0001241526-26-000013 · wk-form4_1781132396.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,795 F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| May 15, 2026 Filed May 18, 2026 22:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Tax withholdingClass A Common Stock | 12,438 | $17.88 | $222,391.44 |
DisclosureSEC source: 0001241526-26-000010 · wk-form4_1779144135.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,795 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 23:30 UTC | Chime Financial, Inc. CHYM · Entity 2294 | GrantEmployee Stock Option (Right to buy) · Derivative | 225,142 | $0.00 Strike: $21.62 | $0.00 |
DisclosureSEC source: 0001241526-26-000008 · wk-form4_1773703814.xml · derivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,142 Underlying: Class A Common Stock · 225,142 shares Expires 2036-03-11 F3 · derivative.exercise_date: 1/48th of the shares subject to the option will vest on March 15, 2026 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 23:30 UTC | Chime Financial, Inc. CHYM · Entity 2294 | GrantClass A Common Stock | 112,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001241526-26-000008 · wk-form4_1773703814.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,233 F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. One-sixteenth (1/16th) of the RSUs shall vest on May 15, 2026 and quarterly thereafter, subject to the Reporting Person continuing as a service provider through each such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:47 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Tax withholdingClass A Common Stock | 9,187 | $19.69 | $180,892.03 |
DisclosureSEC source: 0001241526-26-000006 · wk-form4_1771541251.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,662 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:34 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $16.56 Strike: $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-26-000004 · wk-form4_1768343695.xml · derivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 273,567 Underlying: Class A Common Stock · 500 shares Expires 2033-08-31 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. F3 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:34 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 500 | $28.00 | $14,000.00 |
DisclosureSEC source: 0001241526-26-000004 · wk-form4_1768343695.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 218,849 F2 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2025. F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:34 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 500 | $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-26-000004 · wk-form4_1768343695.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 219,349 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 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 22:32 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 9,349 | $16.56 Strike: $16.56 | $154,819.44 |
DisclosureSEC source: 0001241526-26-000002 · wk-form4_1767997923.xml · derivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 274,067 Underlying: Class A Common Stock · 9,349 shares Expires 2033-08-31 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. F5 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 22:32 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 9,349 | $16.56 | $154,819.44 |
DisclosureSEC source: 0001241526-26-000002 · wk-form4_1767997923.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 218,849 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. F3 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 22:32 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 4,382 | $27.29 | $119,571.20 |
DisclosureSEC source: 0001241526-26-000002 · wk-form4_1767997923.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 209,500 F1 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted September 8, 2025. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.99 to $27.68 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F3 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. F4 · balance_after: Since the date of the Reporting Person's last ownership report, he transferred 15,269 shares of the Issuer's Class A Common Stock, RSUs representing a contingent right to receive 23,265 shares of the Issuer's Class A Common Stock and stock options to purchase an aggregate of 113,880 shares of the Issuer's Class A Common Stock to his former spouse pursuant to a domestic relations order. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:21 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $16.56 Strike: $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-25-000012 · wk-form4_1765578076.xml · derivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 360,500 Underlying: Class A Common Stock · 500 shares Expires 2033-08-31 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. F3 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:21 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 500 | $27.00 | $13,500.00 |
DisclosureSEC source: 0001241526-25-000012 · wk-form4_1765578076.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,416 F2 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted September 8, 2025. F1 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:21 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 500 | $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-25-000012 · wk-form4_1765578076.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,916 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 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $16.56 Strike: $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · derivative · entry 8 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 361,000 Underlying: Class A Common Stock · 500 shares Expires 2033-08-31 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. F3 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $16.56 Strike: $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · derivative · entry 7 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 361,500 Underlying: Class A Common Stock · 500 shares Expires 2033-08-31 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. F3 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,000 | $16.56 Strike: $16.56 | $33,120.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · derivative · entry 6 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 362,000 Underlying: Class A Common Stock · 2,000 shares Expires 2033-08-31 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. F3 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 500 | $26.00 | $13,000.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · nonDerivative · entry 5 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,416 F2 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted September 8, 2025. F1 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 500 | $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · nonDerivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,916 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 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,416 F2 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted September 8, 2025. F1 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 500 | $16.56 | $8,280.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,916 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 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 23:10 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 2,000 | $16.56 | $33,120.00 |
DisclosureSEC source: 0001241526-25-000010 · wk-form4_1765494607.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,416 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 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 23:51 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 6,000 | $16.56 Strike: $16.56 | $99,360.00 |
DisclosureSEC source: 0001241526-25-000008 · wk-form4_1765410689.xml · derivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 364,000 Underlying: Class A Common Stock · 6,000 shares Expires 2033-08-31 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. F4 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 23:51 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Exercise / conversionClass A Common Stock | 6,000 | $16.56 | $99,360.00 |
DisclosureSEC source: 0001241526-25-000008 · wk-form4_1765410689.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 250,416 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. F3 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 23:51 UTC | Chime Financial, Inc. CHYM · Entity 2294 | SaleClass A Common Stock | 6,760 | $23.84 | $161,174.62 |
DisclosureSEC source: 0001241526-25-000008 · wk-form4_1765410689.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 244,416 F1 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted September 8, 2025. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.62 to $24.16 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F3 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:47 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Tax withholdingClass A Common Stock | 10,103 | $18.43 | $186,198.29 |
DisclosureSEC source: 0001241526-25-000006 · wk-form4_1763761643.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,176 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 22:49 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Tax withholdingClass A Common Stock | 10,103 | $24.34 | $245,907.02 |
DisclosureSEC source: 0001241526-25-000004 · wk-form4_1757544579.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,279 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherEmployee Stock Option (Right to buy) · Derivative | 166,600 | Not disclosed Strike: $27.90 | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · derivative · entry 9 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,600 Underlying: Class A Common Stock · 166,600 shares Expires 2035-03-05 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F7 · derivative.exercise_date: 1/48th of the shares subject to the option vested on March 15, 2025 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherEmployee Stock Option (Right to buy) · Derivative | 166,600 | Not disclosed Strike: $27.90 | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · derivative · entry 8 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 166,600 shares Expires 2035-03-05 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F7 · derivative.exercise_date: 1/48th of the shares subject to the option vested on March 15, 2025 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherEmployee Stock Option (Right to buy) · Derivative | 100,000 | Not disclosed Strike: $23.51 | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · derivative · entry 7 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2034-12-03 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on December 15, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherEmployee Stock Option (Right to buy) · Derivative | 100,000 | Not disclosed Strike: $23.51 | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · derivative · entry 6 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2034-12-03 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on December 15, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherEmployee Stock Option (Right to buy) · Derivative | 370,000 | Not disclosed Strike: $16.56 | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · derivative · entry 5 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,000 Underlying: Class A Common Stock · 370,000 shares Expires 2033-08-31 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F5 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherEmployee Stock Option (Right to buy) · Derivative | 370,000 | Not disclosed Strike: $16.56 | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · derivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 370,000 shares Expires 2033-08-31 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F5 · derivative.exercise_date: 1/4th of the shares subject to the option vested on August 8, 2024 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherClass A Common Stock | 271,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,382 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F4 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | OtherCommon Stock | 271,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 23:42 UTC | Chime Financial, Inc. CHYM · Entity 2294 | Tax withholdingCommon Stock | 46,918 | $27.00 | $1,266,786.00 |
DisclosureSEC source: 0001415889-25-017330 · form4-06132025_110618.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,382 F1 · shares: These shares have been withheld by the Issuer, in an exempt disposition to the Issuer under Rule 16b-3(e), to satisfy its income tax withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") pursuant to the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · balance_after: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F3 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 21:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 3,000 | $85.16 | $255,483.00 |
DisclosureSEC source: 0001209191-17-062567 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,401 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 $85.15 to $85.20 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 21, 2017 Filed Nov 22, 2017 21:30 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-027305 · doc4.xml · derivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,758 Underlying: Shares of Class A common stock, par value $0.01 per share · 2,000 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. F3 · 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: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F3 · 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. F3 · 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 |
| November 21, 2017 Filed Nov 22, 2017 21:30 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 2,000 | $87.38 | $174,763.60 |
DisclosureSEC source: 0000899243-17-027305 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,401 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 $87.35 to $87.40 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 21, 2017 Filed Nov 22, 2017 21:30 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-027305 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,401 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. Read SEC document |
| November 16, 2017 Filed Nov 16, 2017 21:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,000 | $82.60 | $82,600.00 |
DisclosureSEC source: 0001209191-17-061168 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,401 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 21:19 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-061168 · doc4.xml · derivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,758 Underlying: Shares of Class A common stock, par value $0.01 per share · 1,000 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. 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: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. 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 |
| November 15, 2017 Filed Nov 16, 2017 21:19 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-061168 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,401 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. 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.