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LaLonde Timothy Gilbert

Disclosed activity across 1 company

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38084
SEC CIK
0001968362

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Evercore Inc.EVR · Entity 3486Chief Financial OfficerJune 11, 2026June 15, 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 11, 2026 · Filed June 15, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Shares of Class A common stock, par value $0.01 per shareSEC Table I · non-derivativeDirect34,800 Reported balance After 2026-06-11 transaction · row 1
1 source row

Row 1 · 2026-06-11 · Sale · Disposed 7,808 · Balance 34,800

F1: 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 $340.88 to $344.56 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.

Filing footnotes · ownership attribution and instrument terms

F1: 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 $340.88 to $344.56 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 11, 2026 Filed Jun 15, 2026 20:15 UTC Evercore Inc. EVR · Entity 3486 SaleShares of Class A common stock, par value $0.01 per share 7,808 $343.06 $2,678,594.52
Disclosure

SEC source: 0001193125-26-271114 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,800

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 $340.88 to $344.56 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 19, 2026 Filed Feb 23, 2026 21:29 UTC Evercore Inc. EVR · Entity 3486 GrantShares of Class A common stock, par value $0.01 per share 12,465 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064101 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,608

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

Read SEC document
February 04, 2026 Filed Feb 6, 2026 22:01 UTC Evercore Inc. EVR · Entity 3486 Tax withholdingShares of Class A common stock, par value $0.01 per share 7,320 $346.23 $2,534,421.90
Disclosure

SEC source: 0001193125-26-041366 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,143

F1 · kind: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

Read SEC document
December 31, 2025 Filed Jan 2, 2026 21:55 UTC Evercore Inc. EVR · Entity 3486 Exercise / conversionClass K Units of Evercore LP · Derivative 150,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-001016 · ownership.xml · derivative · entry 2

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,000

Underlying: Shares of Class A common Stock, par value $0.01 per share · 150,000 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.

F1 · security: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_price: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · shares: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.expiration_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

Read SEC document
December 31, 2025 Filed Jan 2, 2026 21:55 UTC Evercore Inc. EVR · Entity 3486 Exercise / conversionClass K-P Units of Evercore LP · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-001016 · ownership.xml · derivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Shares of Class A common Stock, par value $0.01 per share · 100,000 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.

F1 · security: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_price: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · shares: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.exercise_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

F1 · derivative.expiration_date: On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

Read SEC document
August 05, 2025 Filed Aug 7, 2025 20:41 UTC Evercore Inc. EVR · Entity 3486 SaleShares of Class A common stock, par value $0.01 per share 8,407 $295.44 $2,483,764.08
Disclosure

SEC source: 0000950170-25-105144 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,463

Read SEC document
February 20, 2025 Filed Feb 24, 2025 22:10 UTC Evercore Inc. EVR · Entity 3486 GrantShares of Class A common stock, par value $0.01 per share 12,292 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025781 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,870

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026.

Read SEC document
February 04, 2025 Filed Feb 6, 2025 22:04 UTC Evercore Inc. EVR · Entity 3486 Tax withholdingShares of Class A common stock, par value $0.01 per share 6,985 $285.66 $1,995,352.56
Disclosure

SEC source: 0000950170-25-015496 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,578

F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

Read SEC document
August 21, 2024 Filed Aug 22, 2024 20:49 UTC Evercore Inc. EVR · Entity 3486 SaleShares of Class A common stock, par value $0.01 per share 3,750 $238.72 $895,212.75
Disclosure

SEC source: 0000950170-24-099893 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,563

Read SEC document
February 14, 2024 Filed Feb 16, 2024 21:56 UTC Evercore Inc. EVR · Entity 3486 GrantShares of Class A common stock, par value $0.01 per share 17,022 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-016487 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,313

F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025.

Read SEC document
February 13, 2024 Filed Feb 14, 2024 21:13 UTC Evercore Inc. EVR · Entity 3486 SaleShares of Class A common stock, par value $0.01 per share 3,337 $178.74 $596,460.39
Disclosure

SEC source: 0000950170-24-015223 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,291

Read SEC document
February 04, 2024 Filed Feb 6, 2024 21:34 UTC Evercore Inc. EVR · Entity 3486 Tax withholdingShares of Class A common stock, par value $0.01 per share 6,544 $176.45 $1,154,656.08
Disclosure

SEC source: 0000950170-24-011757 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,628

F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 21:09 UTC Evercore Inc. EVR · Entity 3486 SaleShares of Class A common stock, par value $0.01 per share 2,500 $173.51 $433,770.00
Disclosure

SEC source: 0000950170-24-011237 · ownership.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,172

F1 · security: Shares of Class A common stock, par value $0.01 per share

Read SEC document
May 31, 2023 Filed Jun 2, 2023 20:32 UTC Evercore Inc. EVR · Entity 3486 SaleShares of Class A common stock, par value $0.01 per share 2,500 $108.88 $272,200.00
Disclosure

SEC source: 0001209191-23-033793 · doc4.xml · nonDerivative · entry 1

LaLonde Timothy Gilbert · CIK 0001968362 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,672

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.