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 |
| SEACOR HOLDINGS INC /NEW/CKH · Entity 140212 | Director | April 15, 2021 | April 19, 2021 |
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 | 40,151 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 364 · Balance 40,151 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.
SEACOR HOLDINGS INC /NEW/
Report date April 15, 2021 · Filed April 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-15 transaction · row 1
1 source rowRow 1 · 2021-04-15 · Disposition to issuer · Disposed 500 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger between SEACOR Holdings Inc., Safari Parent, Inc. and Safari Merger Subsidiary, Inc. in exchange for $41.50 per share on the effective date of the merger (the "Merger") or in the related preceding tender offer at the same price (collectively, the "Tender Officer")." The Tender Officer expired on April 14, 2021, and the Merger closed on April 15, 2021. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.82 · Expires 2030-06-02 | Direct | 0 |
Reported balance
After 2021-04-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-04-15 · Disposition to issuer · Disposed 3,000 · Balance 0 F2: Upon consummation of the Merger, each such option was canceled in exchange for a cash payment equal to the difference between $41.50 and the exercise price of the option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger between SEACOR Holdings Inc., Safari Parent, Inc. and Safari Merger Subsidiary, Inc. in exchange for $41.50 per share on the effective date of the merger (the "Merger") or in the related preceding tender offer at the same price (collectively, the "Tender Officer")." The Tender Officer expired on April 14, 2021, and the Merger closed on April 15, 2021.
F2: Upon consummation of the Merger, each such option was canceled in exchange for a cash payment equal to the difference between $41.50 and the exercise price of the option.
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 10, 2026 Filed Jun 12, 2026 21:01 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269652 · ownership.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,151 F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 21:02 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001369329-25-000005 · ownership.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,787 F1 · kind: Ms. Harris has made a bona fide gift of these Evercore Inc. Class A Shares. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 20:59 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-085533 · ownership.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,820 F1 · kind: These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:19 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075595 · ownership.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,293 F1 · kind: These restricted stock units will be delivered on June 18, 2025, subject to accelerated vesting in certain circumstances Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:23 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037853 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,654 F1 · kind: These restricted stock units will be delivered on June 15, 2024, subject to accelerated vesting in certain circumstances. Read SEC document |
| November 17, 2022 Filed Jan 27, 2023 22:01 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 3,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005311 · doc5.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,648 F1 · kind: Ms. Harris has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| November 17, 2022 Filed Apr 6, 2023 20:58 UTC Amendment | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 4,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023602 · doc5a.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,585 F1 · kind: This Form 5/A is being filed to correct an inadvertent administrative error in the number of securities reported as being gifted and beneficially owned on the Reporting Person's January 27, 2023 Form 5 filing. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:11 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-038475 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,029 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 21:22 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: 0001209191-21-042155 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,845 F1 · kind: These restricted stock units will vest on June 17, 2022, subject to accelerated vesting in certain circumstances. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 18:28 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | Disposition to issuerStock Options (right to buy) · Derivative | 3,000 | $14.68 Strike: $26.82 | $44,040.00 |
DisclosureSEC source: 0000859598-21-000043 · wf-form4_161887130311333.xml · derivative · entry 2 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2030-06-02 F2 · derivative.exercise_price: Upon consummation of the Merger, each such option was canceled in exchange for a cash payment equal to the difference between $41.50 and the exercise price of the option. F2 · derivative.exercise_date: Upon consummation of the Merger, each such option was canceled in exchange for a cash payment equal to the difference between $41.50 and the exercise price of the option. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 18:28 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | Disposition to issuerCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000859598-21-000043 · wf-form4_161887130311333.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger between SEACOR Holdings Inc., Safari Parent, Inc. and Safari Merger Subsidiary, Inc. in exchange for $41.50 per share on the effective date of the merger (the "Merger") or in the related preceding tender offer at the same price (collectively, the "Tender Officer")." The Tender Officer expired on April 14, 2021, and the Merger closed on April 15, 2021. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 16:54 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000859598-21-000014 · wf-form4_161480845361799.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 16:24 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000859598-20-000094 · wf-form4_160711707195252.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 16:44 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000859598-20-000069 · wf-form4_159925226546969.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 21:13 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: 0001209191-20-037665 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,201 F1 · kind: These restricted stock units will vest on June 16, 2021, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 16:57 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | GrantStock Options (right to buy) · Derivative | 3,000 | $0.00 Strike: $26.82 | $0.00 |
DisclosureSEC source: 0000859598-20-000047 · wf-form4_159130423211456.xml · derivative · entry 2 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2030-06-02 F1 · derivative.exercise_date: The option will vest and be exercisable on the earlier of (a) the first anniversary of the date of the grant, and (b) the date of the first annual meeting of stockholders after the date of the grant of the option, provided that the Reporting Person continues to serve as a director of the Issuer on such date. The option will vest and be immediately exercisable upon (i) a change in control of the Issuer or (ii) the termination of directorship of the Reporting Person by reason of disability, death or voluntary retirement. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 16:57 UTC | SEACOR HOLDINGS INC /NEW/ CKH · Entity 140212 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000859598-20-000047 · wf-form4_159130423211456.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125 Read SEC document |
| August 30, 2019 Filed Jan 31, 2020 21:19 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005765 · doc5.xml · nonDerivative · entry 3 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,737 F1 · kind: Ms. Harris has made a bona fide gift of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| August 29, 2019 Filed Jan 31, 2020 21:19 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005765 · doc5.xml · nonDerivative · entry 2 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,997 F1 · kind: Ms. Harris has made a bona fide gift of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:38 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: 0001209191-19-038041 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,982 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| May 01, 2019 Filed Jan 31, 2020 21:19 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005765 · doc5.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,982 F1 · kind: Ms. Harris has made a bona fide gift of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| August 29, 2018 Filed Feb 1, 2019 21:48 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006467 · doc5.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,945 F1 · kind: Ms. Harris has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institution. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:29 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: 0001209191-18-037242 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,850 F1 · kind: These restricted stock units will vest on June 11, 2019, subject to accelerated vesting in certain circumstances. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 20:18 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039450 · doc4.xml · nonDerivative · entry 1 Harris Gail Block · CIK 0001369329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,013 F1 · kind: These restricted stock units will vest on June 12, 2018, 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.