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 |
|---|---|---|---|---|---|---|
| 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 | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 181,746 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 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,156 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 | 3,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005763 · 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: 185,361 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 12, 2019 Filed Feb 14, 2019 23:05 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 63,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010379 · 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: 188,976 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2020 Read SEC document |
| February 04, 2019 Filed Feb 7, 2019 01:28 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 28,620 | $89.27 | $2,555,021.88 |
DisclosureSEC source: 0001209191-19-007902 · 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: 125,159 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 25, 2018 Filed Oct 26, 2018 20:21 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-056302 · doc4.xml · derivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,784 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. F4 · 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 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F4 · 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. F4 · 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 |
| October 25, 2018 Filed Oct 26, 2018 20:21 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 100,000 | $83.00 | $8,300,000.00 |
DisclosureSEC source: 0001209191-18-056302 · doc4.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,279 F2 · 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 $83.00 to $83.04 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 |
| October 25, 2018 Filed Oct 26, 2018 20:21 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-056302 · 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: 283,279 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 13, 2018 Filed Feb 15, 2018 23:01 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 33,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010488 · 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: 183,279 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 153,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 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: 0001209191-19-006465 · 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: 163,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 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: 0001209191-19-006465 · 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: 168,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 173,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 177,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 178,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 179,779 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 181,279 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 08, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · 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: 182,279 F1 · kind: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 3,400 | $98.52 | $334,959.84 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 11 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 F12 · 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 $98.30 to $98.90 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. F7 · ownership.nature: These securities are held in trust for the benefit of Mr. Altman's family. Mr. Altman's family 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 |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 9,360 | $97.74 | $914,890.39 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 10 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 3,400 F11 · 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 $97.30 to $98.25 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. F7 · ownership.nature: These securities are held in trust for the benefit of Mr. Altman's family. Mr. Altman's family 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 |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 9,311 | $96.91 | $902,322.49 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 9 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 12,760 F10 · 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 $96.30 to $97.25 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. F7 · ownership.nature: These securities are held in trust for the benefit of Mr. Altman's family. Mr. Altman's family 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 |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 16,229 | $95.80 | $1,554,803.12 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 8 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 22,071 F9 · 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 $95.30 to $96.25 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. F7 · ownership.nature: These securities are held in trust for the benefit of Mr. Altman's family. Mr. Altman's family 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 |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 16,646 | $94.62 | $1,575,024.54 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 7 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 38,300 F8 · 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 $94.30 to $95.25 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. F7 · ownership.nature: These securities are held in trust for the benefit of Mr. Altman's family. Mr. Altman's family 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 |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 2,200 | $93.55 | $205,815.06 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 6 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 54,946 F6 · 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 $93.15 to $93.90 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. F7 · ownership.nature: These securities are held in trust for the benefit of Mr. Altman's family. Mr. Altman's family 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 |
| February 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 4,182 | $98.47 | $411,802.38 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,352 F5 · 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 $98.20 to $98.85 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 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 10,101 | $97.62 | $986,011.14 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,534 F4 · 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 $97.20 to $98.15 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 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 8,447 | $96.80 | $817,651.02 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,635 F3 · 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 $96.20 to $97.15 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 05, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 12,546 | $95.88 | $1,202,859.04 |
DisclosureSEC source: 0001209191-18-007997 · doc4.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,082 F2 · 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 $95.25 to $96.15 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 04, 2018 Filed Feb 7, 2018 00:29 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 29,491 | $100.00 | $2,949,100.00 |
DisclosureSEC source: 0001209191-18-007997 · 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: 184,628 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 02, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 3,596 | $100.88 | $362,777.79 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 12 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 57,146 F10 · 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 $100.75 to $101.10 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 22,699 | $100.17 | $2,273,683.92 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 11 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 60,742 F6 · 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 $99.75 to $100.725 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 15,434 | $99.44 | $1,534,761.59 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 10 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 83,441 F5 · 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 $98.75 to $99.725 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 3,761 | $100.91 | $379,511.98 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 7 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,119 F7 · 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 $100.75 to $101.175 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 02, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 23,191 | $100.17 | $2,322,975.22 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 6 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,880 F6 · 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 $99.75 to $100.725 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 02, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 15,884 | $99.44 | $1,579,517.67 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 5 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,071 F5 · 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 $98.75 to $99.725 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 02, 2018 Filed Feb 1, 2019 21:47 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006465 · doc5.xml · derivative · entry 12 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 70,000 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 |
| February 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · derivative · entry 16 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership Units held in trust. Disclosed balance after: 287,536 Underlying: Shares of Class A common stock, par value $0.01 per share · 75,000 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. F11 · 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 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F11 · 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. F11 · 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | ConversionPartnership units of Evercore LP · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · derivative · entry 15 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,784 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. F11 · 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 · price: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. F11 · 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. F11 · 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 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 2,266 | $102.50 | $232,263.41 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 9 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 98,875 F9 · 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 $102.35 to $102.80 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 23,859 | $101.76 | $2,427,810.72 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 8 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 101,141 F8 · 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 $101.35 to $102.30 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 634 | $102.45 | $64,953.30 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,955 F4 · 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 $102.40 to $102.50 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 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 21,254 | $101.74 | $2,162,398.96 |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,589 F3 · 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 $101.40 to $102.35 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 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007666 · doc4.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust. Disclosed balance after: 125,000 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. F2 · ownership.nature: These securities of Class A common stock are held for the benefit of Mr. Altman's family. Mr. Altman disclaims beneficial ownership of these securities of Class A common stock held by the trust and he does not have voting or investment power over the trust, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities of Class A common stock for the purposes of Section 16 or any other purpose. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:19 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007666 · 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: 278,843 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 |
| November 30, 2017 Filed Feb 3, 2018 01:04 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · derivative · entry 15 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 5,000 shares Expires not disclosed F5 · 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: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. F5 · 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. F5 · 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 |
| November 20, 2017 Filed Feb 3, 2018 01:04 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · derivative · entry 14 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 15,000 shares Expires not disclosed F5 · 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: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. F5 · 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. F5 · 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 |
| October 13, 2017 Filed Feb 3, 2018 01:04 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · derivative · entry 13 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 13,000 shares Expires not disclosed F5 · 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: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. F5 · 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. F5 · 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 28, 2017 Filed Feb 3, 2018 01:04 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 8,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 178,843 F2 · kind: Mr. Altman has made a bona fide gift of these shares of Class A common stock to the Altman Kazickas Foundation, a not-for-profit institution. Read SEC document |
| May 16, 2017 Filed Feb 3, 2018 01:04 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · derivative · entry 12 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 14,000 shares Expires not disclosed F5 · 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: Mr. Altman has made bona fide gifts of these shares of Class A common stock to unaffiliated not-for-profit institutions. F5 · 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. F5 · 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, 2017 Filed Feb 16, 2017 21:26 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 31,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011451 · 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: 217,718 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2018. 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.