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 |
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 | 9,715 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 364 · Balance 9,715 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.
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 21:02 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: 0001193125-26-269657 · ownership.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,715 F1 · kind: These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. 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: 0000950170-25-085532 · ownership.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,351 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 20:21 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: 0000950170-24-075606 · ownership.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,824 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 20:25 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: 0001209191-23-037869 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,185 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 21:13 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: 0001209191-22-038481 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,116 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 21:29 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: 0001209191-21-042165 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,932 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: 0001209191-20-037669 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 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 20:40 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: 0001209191-19-038044 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 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 20:30 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: 0001209191-18-037245 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,787 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 20:19 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: 0001209191-17-039458 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 F1 · kind: These restricted stock units will vest on June 12, 2018, subject to accelerated vesting in certain circumstances. Read SEC document |
| April 28, 2017 Filed May 1, 2017 20:17 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028929 · doc4.xml · nonDerivative · entry 1 Robertson Sir Simon · CIK 0001703896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655 F1 · kind: These restricted stock units, which were granted pursuant to the Amended and Restated 2016 Evercore Partners 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.