Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Co-Head EMEA IB | 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 | 27,847 |
Reported balance
After 2026-02-19 transaction · row 1
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 7,638 · Balance 27,847 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 16:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 7,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064104 · ownership.xml · nonDerivative · entry 1 Lindsey-Clark Matthew · CIK 0002068924 · Co-Head EMEA IB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,847 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 17:03 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 3,578 | $346.23 | $1,238,819.89 |
DisclosureSEC source: 0001193125-26-041377 · ownership.xml · nonDerivative · entry 1 Lindsey-Clark Matthew · CIK 0002068924 · Co-Head EMEA IB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,209 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.