Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Director | June 10, 2026 | June 12, 2026 |
| ExlService Holdings, Inc.EXLS · Entity 1503 | Director | June 16, 2026 | June 18, 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.
Evercore Inc.
Report date June 10, 2026 · Filed June 12, 2026
| 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 | 14,072 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 727 · Balance 14,072 F1: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.
ExlService Holdings, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,919 |
Reported balance
After 2026-06-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 7,871 · Balance 30,919 F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 32,631 |
Reported balance
After 2026-06-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-16 · Grant · Acquired 1,712 · Balance 32,631 F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F3: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,342 |
Reported balance
After 2026-06-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-16 · Grant · Acquired 1,711 · Balance 34,342 F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F4: The restricted stock units will vest upon the earlier of (i) December 31, 2026 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement.
F2: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service.
F3: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service.
F4: The restricted stock units will vest upon the earlier of (i) December 31, 2026 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 18, 2026 22:12 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044429 · wk-form4_1781820773.xml · derivative · entry 3 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,342 Underlying: Common Stock, par value $0.001 per share · 1,711 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F4 · derivative.exercise_date: The restricted stock units will vest upon the earlier of (i) December 31, 2026 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F4 · derivative.expiration_date: The restricted stock units will vest upon the earlier of (i) December 31, 2026 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 22:12 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044429 · wk-form4_1781820773.xml · derivative · entry 2 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,631 Underlying: Common Stock, par value $0.001 per share · 1,712 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F3 · derivative.exercise_date: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F3 · derivative.expiration_date: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 22:12 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 7,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044429 · wk-form4_1781820773.xml · derivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,919 Underlying: Common Stock, par value $0.001 per share · 7,871 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 21:03 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269665 · ownership.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,072 F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:01 UTC | Evercore Inc. EVR · Entity 3486 | PurchaseShares of Class A common stock, par value $0.01 per share | 2,000 | $290.43 | $580,860.00 |
DisclosureSEC source: 0001193125-26-100355 · ownership.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,345 F1 · price: This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $290.07 to $290.46 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 purchased at each price. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 21:26 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032467 · wk-form4_1750454764.xml · derivative · entry 3 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,048 Underlying: Common Stock, par value $0.001 per share · 1,082 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F4 · derivative.exercise_date: The restricted stock units will vest upon the earlier of (i) December 31, 2025 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F4 · derivative.expiration_date: The restricted stock units will vest upon the earlier of (i) December 31, 2025 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 21:26 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032467 · wk-form4_1750454764.xml · derivative · entry 2 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,966 Underlying: Common Stock, par value $0.001 per share · 1,083 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F3 · derivative.exercise_date: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F3 · derivative.expiration_date: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 21:26 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 4,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032467 · wk-form4_1750454764.xml · derivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,883 Underlying: Common Stock, par value $0.001 per share · 4,981 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 21:01 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-085546 · ownership.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,345 F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029620 · wk-form4_1719262932.xml · derivative · entry 3 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,902 Underlying: Common Stock, par value $0.001 per share · 1,396 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F5 · derivative.exercise_date: The restricted stock units will vest upon the earlier of (i) December 31, 2024 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F5 · derivative.expiration_date: The restricted stock units will vest upon the earlier of (i) December 31, 2024 or (ii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"). Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029620 · wk-form4_1719262932.xml · derivative · entry 2 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,506 Underlying: Common Stock, par value $0.001 per share · 1,396 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F4 · derivative.exercise_date: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F4 · derivative.expiration_date: The restricted stock units are vested on the date of grant. Such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 7,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029620 · wk-form4_1719262932.xml · derivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,110 Underlying: Common Stock, par value $0.001 per share · 7,060 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F3 · balance_after: The reported number of shares has been adjusted to reflect the impact of the 5-for-1 forward stock split effective August 1, 2023. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:21 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075608 · ownership.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,291 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:52 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-023171 · wk-form4_1687470724.xml · derivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,210 Underlying: Common Stock, par value $0.001 per share · 1,210 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:27 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 2,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037880 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,014 F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:15 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-038483 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,877 F1 · kind: These restricted stock units will be delivered on June 16, 2023, subject to accelerated delivery in certain circumstances. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:30 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042167 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 21:15 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037671 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,866 F1 · kind: These restricted stock units will vest on June 16, 2021, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:41 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038046 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037249 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365 F1 · kind: These restricted stock units will vest on June 11, 2019, subject to accelerated vesting in certain circumstances. Read SEC document |
| April 27, 2018 Filed May 1, 2018 20:25 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027092 · doc4.xml · nonDerivative · entry 1 Williamson Sarah K · CIK 0001738671 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 F1 · kind: These restricted stock units, which were granted pursuant to the Amended and Restated 2016 Evercore Inc. Stock Incentive Plan, vest two years after the date of grant, subject to accelerated vesting in certain circumstances. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.