Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | General Counsel | 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 | 57,793 |
Reported balance
After 2026-02-19 transaction · row 1
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 8,799 · Balance 57,793 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 | 8,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064092 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,793 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:16 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 374 | $328.56 | $122,881.44 |
DisclosureSEC source: 0001193125-26-054692 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,994 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 |
| February 06, 2026 Filed Feb 6, 2026 22:04 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 5,000 | $360.00 | $1,800,000.00 |
DisclosureSEC source: 0001193125-26-041383 · ownership.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,368 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 22:04 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 5,319 | $346.23 | $1,841,610.67 |
DisclosureSEC source: 0001193125-26-041383 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,368 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 |
| August 01, 2025 Filed Aug 5, 2025 20:57 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 5,500 | $285.85 | $1,572,175.00 |
DisclosureSEC source: 0000950170-25-103193 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,687 F1 · 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 $285.50 to $286.26 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 |
| March 10, 2025 Filed Mar 12, 2025 20:21 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037971 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,187 F1 · shares: These restricted stock units will vest on March 10, 2029, subject to accelerated vesting in certain circumstances. 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 | 8,318 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025779 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,187 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:19 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 374 | $266.58 | $99,700.92 |
DisclosureSEC source: 0000950170-25-022270 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,869 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 04, 2025 Filed Feb 6, 2025 22:01 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 5,121 | $285.66 | $1,462,877.66 |
DisclosureSEC source: 0000950170-25-015491 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,243 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 14, 2024 Filed Feb 16, 2024 21:59 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 10,639 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016496 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,364 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:14 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 374 | $180.11 | $67,359.27 |
DisclosureSEC source: 0000950170-24-015227 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,725 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 08, 2024 Filed Feb 12, 2024 21:54 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 5,877 | $173.21 | $1,017,956.35 |
DisclosureSEC source: 0000950170-24-013935 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,099 Read SEC document |
| February 04, 2024 Filed Feb 6, 2024 21:34 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 4,500 | $176.45 | $794,002.50 |
DisclosureSEC source: 0000950170-24-011758 · ownership.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,976 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 15, 2023 Filed Feb 15, 2023 21:56 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 357 | $135.12 | $48,237.84 |
DisclosureSEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 4 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,476 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:56 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 14,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 3 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,833 F2 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:56 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 374 | $132.87 | $49,693.38 |
DisclosureSEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,664 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 13, 2023 Filed Feb 15, 2023 21:56 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 5,231 | $133.00 | $695,723.00 |
DisclosureSEC source: 0001209191-23-009808 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,038 Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 21:54 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 4,512 | $135.00 | $609,120.00 |
DisclosureSEC source: 0001209191-23-007580 · doc4.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,269 Read SEC document |
| February 04, 2023 Filed Feb 7, 2023 21:54 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 3,268 | $131.90 | $431,049.20 |
DisclosureSEC source: 0001209191-23-007580 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,781 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 15, 2022 Filed Feb 17, 2022 22:08 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010861 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,049 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2023. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 21:39 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 359 | $126.60 | $45,448.50 |
DisclosureSEC source: 0001209191-22-009805 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,349 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 04, 2022 Filed Feb 8, 2022 21:50 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 2,186 | $129.78 | $283,704.55 |
DisclosureSEC source: 0001209191-22-007775 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,708 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 17, 2021 Filed Feb 19, 2021 22:14 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 7,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012437 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,894 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:54 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 2,781 | $120.00 | $333,720.00 |
DisclosureSEC source: 0001209191-21-012030 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,439 Read SEC document |
| February 13, 2021 Filed Feb 16, 2021 21:57 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 89 | $118.88 | $10,580.32 |
DisclosureSEC source: 0001209191-21-010815 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,220 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 04, 2021 Filed Feb 8, 2021 22:17 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,530 | $116.76 | $178,642.80 |
DisclosureSEC source: 0001209191-21-008548 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,309 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 19, 2020 Filed Feb 21, 2020 21:38 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 1,540 | $82.00 | $126,280.00 |
DisclosureSEC source: 0001209191-20-011558 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,839 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:41 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 89 | $81.33 | $7,237.93 |
DisclosureSEC source: 0001209191-20-010187 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,379 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 11, 2020 Filed Feb 13, 2020 21:37 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 8,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009228 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,468 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2021. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:21 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 985 | $77.91 | $76,736.43 |
DisclosureSEC source: 0001209191-20-007166 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,287 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 19, 2019 Filed Dec 23, 2019 23:40 UTC | Evercore Inc. EVR · Entity 3486 | GrantPartnership units of Evercore LP · Derivative | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-061839 · doc4.xml · derivative · entry 3 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Shares of Class A common stock, par value $0.01 per share · 1,200 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. F3 · 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. 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 |
| December 19, 2019 Filed Dec 23, 2019 23:40 UTC | Evercore Inc. EVR · Entity 3486 | PurchaseShares of Class B common stock, par value $0.01 per share | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-061839 · doc4.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 F2 · kind: On December 19, 2019, the Reporting Person purchased from Evercore LP one share of Class B common stock for par value. Class B common stock has no associated economic rights. F2 · price: On December 19, 2019, the Reporting Person purchased from Evercore LP one share of Class B common stock for par value. Class B common stock has no associated economic rights. Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 23:40 UTC | Evercore Inc. EVR · Entity 3486 | OtherShares of Class A common stock, par value $0.01 per share | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-061839 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,272 F1 · kind: On December 19, 2019, the Reporting Person exchanged with Evercore Inc. 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units. F1 · price: On December 19, 2019, the Reporting Person exchanged with Evercore Inc. 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 23:06 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 89 | $90.77 | $8,078.09 |
DisclosureSEC source: 0001209191-19-010382 · doc4.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,472 F2 · 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 12, 2019 Filed Feb 14, 2019 23:06 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 6,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010382 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,561 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 01:32 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 479 | $89.27 | $42,762.25 |
DisclosureSEC source: 0001209191-19-007904 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,901 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 |
| May 04, 2018 Filed May 8, 2018 20:27 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 717 | $103.00 | $73,851.00 |
DisclosureSEC source: 0001209191-18-028584 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,380 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:03 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 5,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010492 · doc4.xml · nonDerivative · entry 3 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,097 F3 · shares: Restricted Stock Units, which vest in seven equal annual installments beginning on February 13, 2022. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:03 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010492 · doc4.xml · nonDerivative · entry 2 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,877 F2 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 13, 2019. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:03 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 1,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010492 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,833 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2019. Read SEC document |
| February 04, 2018 Filed Feb 7, 2018 00:31 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 470 | $100.00 | $47,000.00 |
DisclosureSEC source: 0001209191-18-008001 · doc4.xml · nonDerivative · entry 1 Klurfeld Jason · CIK 0001729982 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,554 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.