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 |
|---|---|---|---|---|---|---|
| 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 | 1,000 | $84.44 | $84,436.60 |
DisclosureSEC source: 0001209191-17-060871 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,401 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 $84.4333 to $84.4500 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 |
| October 31, 2017 Filed Nov 2, 2017 20:14 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,000 | $80.77 | $80,766.50 |
DisclosureSEC source: 0001209191-17-058824 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,401 Read SEC document |
| May 30, 2017 Filed Feb 14, 2018 21:25 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009964 · doc5.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,379 F1 · kind: Mr. Frankel has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:24 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,200 | $80.75 | $96,900.00 |
DisclosureSEC source: 0001209191-17-014322 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,401 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:28 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 11,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011458 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,601 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2018. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:28 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,000 | $79.00 | $79,000.00 |
DisclosureSEC source: 0001209191-17-011458 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,408 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:25 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,000 | $81.06 | $81,055.00 |
DisclosureSEC source: 0001209191-17-008680 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,408 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 $81.050 to $81.075 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 00:23 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 5,874 | $78.93 | $463,605.45 |
DisclosureSEC source: 0001209191-17-008140 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,408 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 |
| February 02, 2017 Filed Feb 7, 2017 00:23 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,000 | $77.75 | $77,750.00 |
DisclosureSEC source: 0001209191-17-008140 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,282 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,335 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 16,982 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 21:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,253 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 12,761 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 21:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,191 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 5,287 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 21:32 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154707 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,165 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 2,934 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 |
| December 01, 2016 Filed Dec 2, 2016 21:37 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,100 | $68.60 | $75,464.95 |
DisclosureSEC source: 0001209191-16-153047 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,150 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 $68.60 to $68.65 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 sold at each price. Read SEC document |
| November 30, 2016 Filed Jan 27, 2017 21:24 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005881 · doc5.xml · nonDerivative · entry 5 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,282 F1 · kind: Mr. Frankel 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 28, 2016 Filed Jan 27, 2017 21:24 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005881 · doc5.xml · nonDerivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,306 F1 · kind: Mr. Frankel 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 20:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141152 · doc4.xml · nonDerivative · entry 4 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,250 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 16,982 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 20:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141152 · doc4.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,148 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 12,761 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 20:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141152 · doc4.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,071 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 5,287 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 20:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141152 · doc4.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,039 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 2,934 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 29, 2016 Filed Jan 27, 2017 21:24 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005881 · doc5.xml · nonDerivative · entry 3 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,081 F1 · kind: Mr. Frankel has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| August 19, 2016 Filed Jan 27, 2017 21:24 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005881 · doc5.xml · nonDerivative · entry 2 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,171 F1 · kind: Mr. Frankel has made a bona fide gift of these shares of Class A common stock to an unaffiliated not-for-profit institution. Read SEC document |
| February 29, 2016 Filed Jan 27, 2017 21:24 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005881 · doc5.xml · nonDerivative · entry 1 FRANKEL ADAM B · CIK 0001241526 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,291 F1 · kind: Mr. Frankel 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.