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 09, 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 | 1,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 187,143 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 09, 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 | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 188,418 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 09, 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 | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 191,618 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 06, 2017 Filed Feb 3, 2018 01:04 UTC | Evercore Inc. EVR · Entity 3486 | GiftPartnership units of Evercore LP · Derivative | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · doc5.xml · derivative · entry 11 Altman Roger C · CIK 0001369899 · Director · Founder and Senior Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,784 Underlying: Shares of Class A common stock, par value $0.01 per share · 26,000 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 06, 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 | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 194,818 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 06, 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 | 12,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 198,018 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 06, 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 | 6,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007245 · 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: 210,918 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 04, 2017 Filed Feb 7, 2017 00:21 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 37,290 | $78.93 | $2,943,113.25 |
DisclosureSEC source: 0001209191-17-008138 · 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: 185,830 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 449 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154704 · 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: 307,209 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 93,125 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154704 · 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: 306,760 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 47,397 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154704 · 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: 306,531 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 18,388 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:31 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154704 · 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: 306,442 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 18,286 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 20:28 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass A common stock, par value $.01 per share | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141149 · doc4.xml · nonDerivative · entry 4 Altman Roger C · CIK 0001369899 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,353 F4 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 93,125 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 20:28 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass A common stock, par value $.01 per share | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141149 · doc4.xml · nonDerivative · entry 3 Altman Roger C · CIK 0001369899 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,797 F3 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 47,397 unvested underlying RSUs awarded on February 18, 2015. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 18, 2015. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 20:28 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass A common stock, par value $.01 per share | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141149 · doc4.xml · nonDerivative · entry 2 Altman Roger C · CIK 0001369899 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,514 F2 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 18,388 unvested underlying RSUs awarded on February 11, 2014. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 11, 2014. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 20:28 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass A common stock, par value $.01 per share | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141149 · doc4.xml · nonDerivative · entry 1 Altman Roger C · CIK 0001369899 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,404 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 18,286 unvested underlying RSUs awarded on February 12, 2013. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 12, 2013. Read SEC document |
| August 31, 2016 Filed Jan 27, 2017 21:23 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 3,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005878 · 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: 223,120 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 |
| August 26, 2016 Filed Jan 27, 2017 21:23 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005878 · 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: 226,584 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 |
| August 26, 2016 Filed Jan 27, 2017 21:23 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 9,675 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005878 · 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: 244,084 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 |
| August 04, 2016 Filed Jan 27, 2017 21:23 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: 0001209191-17-005878 · 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: 253,759 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 |
| July 29, 2016 Filed Jan 27, 2017 21:23 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: 0001209191-17-005878 · 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: 263,759 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 |
| May 04, 2016 Filed Jan 27, 2017 21:23 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: 0001209191-17-005878 · 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: 273,759 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 |
| February 04, 2016 Filed Jan 27, 2017 21:23 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005878 · 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: 293,759 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 |
| February 04, 2016 Filed Jan 27, 2017 21:23 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005878 · 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: 302,759 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.