Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | Director | November 06, 2018 | November 07, 2018 |
| 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.
BECTON DICKINSON & CO
Report date November 06, 2018 · Filed November 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Rights to Common Stock Under 1996 Directors Deferral PlanSEC Table II · derivative / convertible security | Direct | 24,329 |
Reported balance
After 2018-11-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-11-06 · Grant · Acquired 116 · Balance 24,329 F1: The securities convert to common stock on a one-for-one basis. F2: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F3: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities convert to common stock on a one-for-one basis.
F2: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person.
F3: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person.
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 | 15,279 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 727 · Balance 15,279 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 17:02 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: 0001193125-26-269654 · ownership.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,279 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 17:00 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: 0000950170-25-085543 · ownership.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,552 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 16:20 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: 0000950170-24-075602 · ownership.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,498 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 16:25 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: 0001209191-23-037863 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,221 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 17:12 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: 0001209191-22-038478 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,084 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 17:29 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: 0001209191-21-042163 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 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 17:14 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: 0001209191-20-037668 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256 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 16:39 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: 0001209191-19-038043 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,792 F1 · kind: These restricted stock units will vest on June 18, 2020, subject to accelerated vesting in certain circumstances. Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 14:49 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under 1996 Directors Deferral Plan · Derivative | 116 | $230.50 | $26,738.00 |
DisclosureSEC source: 0001543407-18-000064 · edgar.xml · derivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,329 Underlying: Common Stock · 116 shares Expires not disclosed F1 · derivative.exercise_price: The securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F2 · derivative.expiration_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F3 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| August 03, 2018 Filed Aug 7, 2018 12:27 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under 1996 Directors Deferral Plan · Derivative | 107 | $250.37 | $26,789.59 |
DisclosureSEC source: 0001543407-18-000056 · edgar.xml · derivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,213 Underlying: Common Stock · 107 shares Expires not disclosed F1 · derivative.exercise_price: The securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F2 · derivative.expiration_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F3 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 16:30 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: 0001209191-18-037244 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,755 F1 · kind: These restricted stock units will vest on June 11, 2019, subject to accelerated vesting in certain circumstances. Read SEC document |
| May 16, 2018 Filed May 18, 2018 13:06 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under 1996 Directors Deferral Plan · Derivative | 115 | $224.22 | $25,785.30 |
DisclosureSEC source: 0001543407-18-000043 · edgar.xml · derivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,106 Underlying: Common Stock · 115 shares Expires not disclosed F1 · derivative.exercise_price: The securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F2 · derivative.expiration_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F3 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 14:53 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under 1996 Directors Deferral Plan · Derivative | 100 | $242.94 | $24,294.00 |
DisclosureSEC source: 0001543407-18-000026 · edgar.xml · derivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,991 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: The securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F2 · derivative.expiration_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F3 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 16:47 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 941 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000020 · edgar.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,942 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. F2 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| January 04, 2018 Filed Mar 9, 2018 14:26 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000033 · edgar.xml · nonDerivative · entry 2 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,442 F1 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 16:19 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: 0001209191-17-039455 · doc4.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,918 F1 · kind: These restricted stock units will vest on June 12, 2018, subject to accelerated vesting in certain circumstances. Read SEC document |
| May 18, 2017 Filed Mar 9, 2018 14:26 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GiftCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000033 · edgar.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,442 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 20:01 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000012 · edgar.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,647 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. F2 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 20:45 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under 1996 Directors Deferral Plan · Derivative | 136 | $167.91 | $22,835.76 |
DisclosureSEC source: 0001543407-16-000134 · edgar.xml · derivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,891 Underlying: Common Stock · 136 shares Expires not disclosed F1 · derivative.exercise_price: The securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F2 · derivative.expiration_date: The securities are distributed following termination of the reporting person's service as a director, or on the date or dates specified by the reporting person. F3 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| January 26, 2016 Filed Jan 26, 2017 20:57 UTC Amendment | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000015 · edgar.xml · nonDerivative · entry 1 OVERLOCK WILARD J JR · CIK 0001221779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,071 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. F2 · balance_after: Includes rights acquired through dividend reinvestment since the last report filed by the reporting person. 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.