Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Director · Founder and Senior Chairman | February 19, 2026 | February 23, 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 February 19, 2026 · Filed February 23, 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 | 84,152 |
Reported balance
After 2026-02-19 transaction · row 1
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 30,062 · Balance 84,152 F1: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.
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 |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 23, 2026 21:28 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 30,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064090 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,152 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 22:05 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 13,554 | $346.23 | $4,692,835.31 |
DisclosureSEC source: 0001193125-26-041387 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,090 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 |
| November 06, 2025 Filed Nov 10, 2025 22:06 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 33,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-274530 · ownership.xml · derivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,734 Underlying: Partnership units of Evercore LP · 33,400 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F1 · price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 20:34 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 33,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-111223 · ownership.xml · derivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,134 Underlying: Partnership units of Evercore LP · 33,400 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F1 · price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 20:32 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 23,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-101461 · ownership.xml · derivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,534 Underlying: Partnership units of Evercore LP · 23,400 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F2 · price: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:09 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 15,711 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025778 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,644 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 16,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021390 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,933 F1 · shares: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. 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 | 15,713 | $285.66 | $4,488,614.86 |
DisclosureSEC source: 0000950170-25-015497 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,233 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 |
| October 24, 2024 Filed Oct 28, 2024 20:18 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 51,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-117742 · ownership.xml · derivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,934 Underlying: Partnership units of Evercore LP · 51,000 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F2 · price: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F1 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 20:27 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087314 · ownership.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,946 F2 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:27 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 17,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-087314 · ownership.xml · derivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,934 Underlying: Shares of Class A common stock, par value $0.01 per share · 17,000 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. F3 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F3 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:27 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 17,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-087314 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,946 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 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. Read SEC document |
| May 16, 2024 Filed May 17, 2024 20:35 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061724 · ownership.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,946 F2 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:35 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-061724 · ownership.xml · derivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,934 Underlying: Shares of Class A common stock, par value $0.01 per share · 20,000 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. F3 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F3 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:35 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-061724 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,946 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 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:57 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 19,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016488 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,946 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 21:55 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 23,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013939 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,087 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| February 04, 2024 Filed Feb 6, 2024 21:36 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 18,313 | $176.45 | $3,231,237.29 |
DisclosureSEC source: 0000950170-24-011764 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,087 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 |
| October 30, 2023 Filed Nov 1, 2023 20:32 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-057515 · ownership.xml · derivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 281,934 Underlying: Shares of Class A common stock, par value $0.01 per share · 31,250 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F1 · derivative.exercise_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:42 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 20,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037377 · doc4.xml · derivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 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 · 313,184 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F2 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F1 · derivative.exercise_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:54 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 28,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009804 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,400 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024. Read SEC document |
| February 08, 2023 Filed Feb 6, 2024 21:34 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-011754 · ownership.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,400 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institution. Read SEC document |
| February 04, 2023 Filed Feb 7, 2023 21:53 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 22,946 | $131.90 | $3,026,577.40 |
DisclosureSEC source: 0001209191-23-007576 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,062 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 |
| December 15, 2022 Filed Dec 16, 2022 22:19 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 287,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061714 · doc4.xml · derivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 0 Underlying: Shares of Class A common stock, par value $0.01 per share · 287,536 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · kind: These securities were held in trust for the benefit of members of Mr. Altman's family. Mr. Altman does not have an economic interest in the trust and disclaims beneficial ownership of these securities, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. F2 · kind: Represents a distribution of securities by that trust to the trust's beneficiaries in connection with a distribution of all of the trust's assets. F3 · derivative.exercise_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F1 · ownership.nature: These securities were held in trust for the benefit of members of Mr. Altman's family. Mr. Altman does not have an economic interest in the trust and disclaims beneficial ownership of these securities, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 22:19 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class B common stock, par value $0.01 per share | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061714 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 0 F1 · kind: These securities were held in trust for the benefit of members of Mr. Altman's family. Mr. Altman does not have an economic interest in the trust and disclaims beneficial ownership of these securities, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. F2 · kind: Represents a distribution of securities by that trust to the trust's beneficiaries in connection with a distribution of all of the trust's assets. F1 · ownership.nature: These securities were held in trust for the benefit of members of Mr. Altman's family. Mr. Altman does not have an economic interest in the trust and disclaims beneficial ownership of these securities, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. Read SEC document |
| September 13, 2022 Filed Jan 27, 2023 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005305 · doc5.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,008 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:06 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 37,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010853 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,008 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2023. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 21:48 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 22,490 | $129.78 | $2,918,808.43 |
DisclosureSEC source: 0001209191-22-007773 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,960 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 |
| November 01, 2021 Filed Feb 3, 2022 21:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 33,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · derivative · entry 8 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,384 Underlying: Shares of Class A common stock, par value $0.01 per share · 33,400 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F4 · kind: Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. F3 · derivative.exercise_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. F3 · derivative.expiration_date: Pursuant to the Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Read SEC document |
| July 30, 2021 Filed Feb 3, 2022 21:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,450 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| March 09, 2021 Filed Feb 3, 2022 21:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,450 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 25, 2021 Filed Feb 3, 2022 21:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,450 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:15 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 31,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012438 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,460 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 17, 2021 Filed Feb 3, 2022 21:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,900 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 17, 2021 Filed Feb 3, 2022 21:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006825 · doc5.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,760 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:16 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 21,470 | $116.76 | $2,506,837.20 |
DisclosureSEC source: 0001209191-21-008543 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,510 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 |
| November 30, 2020 Filed Jan 29, 2021 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 4,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 6 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,980 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:35 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 40,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009220 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,690 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2021. Read SEC document |
| February 10, 2020 Filed Jan 29, 2021 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,730 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 10, 2020 Filed Jan 29, 2021 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,960 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 10, 2020 Filed Jan 29, 2021 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,190 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 10, 2020 Filed Jan 29, 2021 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 5,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,640 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 10, 2020 Filed Jan 29, 2021 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006126 · doc5.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,940 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:18 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,093 | $77.91 | $2,188,585.17 |
DisclosureSEC source: 0001209191-20-007163 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,788 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 23, 2019 Filed Jan 31, 2020 21:17 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · doc5.xml · nonDerivative · entry 9 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,881 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| August 23, 2019 Filed Jan 31, 2020 21:17 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 2,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · doc5.xml · nonDerivative · entry 8 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,211 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| August 23, 2019 Filed Jan 31, 2020 21:17 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 7,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · doc5.xml · nonDerivative · entry 7 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,741 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 29, 2019 Filed Jan 31, 2020 21:17 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · doc5.xml · nonDerivative · entry 6 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,941 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 29, 2019 Filed Jan 31, 2020 21:17 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · doc5.xml · nonDerivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,641 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 22, 2019 Filed Jan 31, 2020 21:17 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · doc5.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,541 F1 · kind: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. 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.