Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evercore Inc.EVR · Entity 3486 | Vice Chair EVR & Chairman EISI | February 06, 2025 | February 10, 2025 |
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 06, 2025 · Filed February 10, 2025
| 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 | 1,643,035 |
Ending reported balance
After 2025-02-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-06 · Sale · Disposed 17,139 · Balance 1,681,721 F1: 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 $283.46 to $288.74 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. Row 2 · 2025-02-07 · Sale · Disposed 21,184 · Balance 1,660,537 F2: 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 $274.98 to $281.46 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. Row 3 · 2025-02-10 · Sale · Disposed 17,502 · Balance 1,643,035 F3: 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 $269.23 to $274.90 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 $283.46 to $288.74 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: 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 $274.98 to $281.46 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.
F3: 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 $269.23 to $274.90 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.
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 10, 2025 Filed Feb 10, 2025 17:11 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 17,502 | $271.68 | $4,754,943.36 |
DisclosureSEC source: 0000950170-25-017177 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643,035 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 $269.23 to $274.90 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. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 17:11 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 21,184 | $277.20 | $5,872,204.80 |
DisclosureSEC source: 0000950170-25-017177 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,660,537 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 $274.98 to $281.46 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 06, 2025 Filed Feb 10, 2025 17:11 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 17,139 | $285.56 | $4,894,212.84 |
DisclosureSEC source: 0000950170-25-017177 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,681,721 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 $283.46 to $288.74 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, 2025 Filed Feb 6, 2025 17:02 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 7,659 | $285.66 | $2,187,889.09 |
DisclosureSEC source: 0000950170-25-015492 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,698,860 F1 · shares: These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| November 22, 2024 Filed Nov 22, 2024 19:59 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 20,814 | $310.52 | $6,463,163.28 |
DisclosureSEC source: 0000950170-24-130384 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,706,519 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 $309.17 to $313.74 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 |
| November 21, 2024 Filed Nov 22, 2024 19:59 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 9,888 | $309.18 | $3,057,171.84 |
DisclosureSEC source: 0000950170-24-130384 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,727,333 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 $302.25 to $312.45 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 |
| November 20, 2024 Filed Nov 22, 2024 19:59 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 10,855 | $299.09 | $3,246,621.95 |
DisclosureSEC source: 0000950170-24-130384 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,737,221 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 $295.26 to $301.79 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 |
| November 19, 2024 Filed Nov 19, 2024 18:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 8,986 | $298.87 | $2,685,645.82 |
DisclosureSEC source: 0000950170-24-128912 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,748,076 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 $292.76 to $300.97 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 |
| November 18, 2024 Filed Nov 19, 2024 18:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 11,154 | $298.55 | $3,330,026.70 |
DisclosureSEC source: 0000950170-24-128912 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,757,062 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 $296.33 to $301.73 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 |
| November 15, 2024 Filed Nov 19, 2024 18:19 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 8,550 | $298.31 | $2,550,550.50 |
DisclosureSEC source: 0000950170-24-128912 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,768,216 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 $295.37 to $299.88 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 |
| November 14, 2024 Filed Nov 14, 2024 18:37 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 10,869 | $300.08 | $3,261,569.52 |
DisclosureSEC source: 0000950170-24-127291 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,776,766 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 $298.38 to $304.00 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 |
| November 13, 2024 Filed Nov 14, 2024 18:37 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 12,316 | $304.75 | $3,753,301.00 |
DisclosureSEC source: 0000950170-24-127291 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,787,635 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 $301.68 to $307.90 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. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 18:37 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 10,305 | $308.32 | $3,177,237.60 |
DisclosureSEC source: 0000950170-24-127291 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,799,951 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 $304.91 to $316.45 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 |
| November 08, 2024 Filed Nov 8, 2024 17:17 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 12,162 | $306.80 | $3,731,301.60 |
DisclosureSEC source: 0000950170-24-124244 · ownership.xml · nonDerivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,810,256 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 $303.79 to $309.78 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 |
| November 07, 2024 Filed Nov 8, 2024 17:17 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 34,101 | $308.83 | $10,531,411.83 |
DisclosureSEC source: 0000950170-24-124244 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,822,418 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 $306.25 to $315.01 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 |
| November 06, 2024 Filed Nov 8, 2024 17:17 UTC | Evercore Inc. EVR · Entity 3486 | SaleShares of Class A common stock, par value $0.01 per share | 50,000 | $316.38 | $15,819,000.00 |
DisclosureSEC source: 0000950170-24-124244 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,856,519 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 $314.83 to $317.77 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 |
| June 13, 2024 Filed Jun 14, 2024 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 127,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073742 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,906,519 F1 · shares: Mr. Hyman 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 17, 2024 Filed May 21, 2024 16:31 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-062973 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,587 F1 · shares: Mr. Hyman 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 16, 2024 Filed May 17, 2024 16:37 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061735 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,662 F1 · shares: Mr. Hyman 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 10, 2024 Filed May 14, 2024 16:34 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-059667 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,688 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 07, 2024 Filed May 8, 2024 16:32 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-055797 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,740 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| May 06, 2024 Filed May 8, 2024 16:32 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-055797 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,033,871 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 16:30 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017169 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,035,025 F1 · shares: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:58 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 11,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016495 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,035,161 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2025. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 16:12 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-015218 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,024,097 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 04, 2024 Filed Feb 6, 2024 16:35 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 8,669 | $176.45 | $1,529,601.71 |
DisclosureSEC source: 0000950170-24-011760 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,024,783 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, 2024 Filed Feb 5, 2024 16:10 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-011239 · ownership.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,033,452 F2 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 16:10 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 28,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-011239 · ownership.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,033,593 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 16:31 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 75,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046904 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,062,548 F1 · kind: Mr. Hyman 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 15, 2023 Filed Aug 17, 2023 16:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 7,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046309 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,137,844 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to an unaffiliated not-for-profit institution. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 16:43 UTC | Evercore Inc. EVR · Entity 3486 | GiftShares of Class A common stock, par value $0.01 per share | 8,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037380 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,145,297 F1 · kind: Mr. Hyman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 16:55 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 15,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009806 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,153,517 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2024. Read SEC document |
| February 04, 2023 Filed Feb 7, 2023 16:53 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 6,255 | $131.90 | $825,034.50 |
DisclosureSEC source: 0001209191-23-007578 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138,025 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 24, 2022 Filed Feb 25, 2022 17:01 UTC | Evercore Inc. EVR · Entity 3486 | ConversionClass E Units of Evercore LP · Derivative | 2,545,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-013232 · doc4.xml · derivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 0 Underlying: Shares of Class A common stock, par value $0.01 per share · 2,545,205 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. F1 · derivative.exercise_price: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F1 · price: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F1 · derivative.exercise_date: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F2 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the LP Agreement, as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into shares of Class A common stock. F1 · derivative.expiration_date: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F2 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the LP Agreement, as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into shares of Class A common stock. F1 · derivative.underlying_shares: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F1 · balance_after: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F4 · ownership.nature: The Reporting Person held the shares and/or LP Units (as applicable) through ISI Holding Inc., which was a corporation controlled by the Reporting Person. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 17:01 UTC | Evercore Inc. EVR · Entity 3486 | OtherShares of Class A common stock, par value $0.01 per share | 458,137 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-013232 · doc4.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144,280 F1 · kind: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F1 · price: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F2 · price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the LP Agreement, as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into shares of Class A common stock. F1 · balance_after: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F1 · ownership.direct: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 17:01 UTC | Evercore Inc. EVR · Entity 3486 | ConversionShares of Class A common stock, par value $0.01 per share | 2,545,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-013232 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 2,602,417 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: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F2 · price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the LP Agreement, as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into shares of Class A common stock. F1 · balance_after: On February 24, 2022, ISI Holding Inc. ("ISI Holding") exercised its existing conversion rights under the terms of the Seventh Amended and Restated Partnership Agreement of Evercore L.P. (the "LP Agreement") to exchange all 2,545,205 of the Evercore L.P. Class E Units owned by it for 2,545,205 shares of Class A common stock of Evercore Inc. Immediately following the exchange, ISI Holding distributed the Class A common stock of Evercore Inc. received in the exchange to its stockholders (including the Reporting Person) in accordance with their ownership interests in ISI Holding. As a result of the distribution, 2,087,068 shares of Class A common stock were distributed to the Reporting Person directly, and 458,137 shares of Class A common stock were distributed to an individual who is not a related person of the Reporting Person. F3 · balance_after: Includes Shares of Class A Common Stock and unvested restricted stock units. F4 · ownership.nature: The Reporting Person held the shares and/or LP Units (as applicable) through ISI Holding Inc., which was a corporation controlled by the Reporting Person. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 17:08 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 15,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010859 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,212 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2023. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 16:49 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 5,896 | $129.78 | $765,197.62 |
DisclosureSEC source: 0001209191-22-007774 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,223 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 13, 2021 Filed May 14, 2021 16:59 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass A Partnership Units of Evercore LP · Derivative | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032792 · doc4.xml · derivative · entry 4 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 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 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: On May 13, 2021, the Reporting Person exchanged 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units 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. F4 · balance_after: 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 |
| May 13, 2021 Filed May 14, 2021 16:59 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class B common stock, par value $0.01 per share | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032792 · doc4.xml · nonDerivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 F2 · kind: On May 13, 2021, the Reporting Person purchased one share of Class B common stock for par value. Class B common stock has no associated economic rights. F2 · price: On May 13, 2021, the Reporting Person purchased one share of Class B common stock for par value. Class B common stock has no associated economic rights. Read SEC document |
| May 13, 2021 Filed May 14, 2021 16:59 UTC | Evercore Inc. EVR · Entity 3486 | Disposition to issuerClass A Partnership Units of Evercore LP | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-032792 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,119 F1 · price: On May 13, 2021, the Reporting Person exchanged 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:14 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 16,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012435 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EVR & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,319 F1 · shares: Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2022. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 17:16 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 3,313 | $116.76 | $386,825.88 |
DisclosureSEC source: 0001209191-21-008546 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,918 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, 2020 Filed Feb 19, 2020 19:05 UTC | Evercore Inc. EVR · Entity 3486 | Exercise / conversionClass J Units of Evercore LP · Derivative | 329,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010782 · doc4.xml · derivative · entry 2 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Please see footnote Disclosed balance after: 0 Underlying: Shares of Class A common stock, par value $0.01 per share · 329,736 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. F1 · security: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · shares: The Reporting Person acquired 329,736 Class E units as a result of the conversion of 329,736 Class J Units on February 15, 2020 and an aggregate of 1,405 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F1 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · derivative.underlying_shares: The Reporting Person acquired 329,736 Class E units as a result of the conversion of 329,736 Class J Units on February 15, 2020 and an aggregate of 1,405 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F3 · ownership.direct: The Reporting Person holds 2,545,205 Class E Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Following the Conversion, the Reporting Person will hold 0 Class J Units. F3 · ownership.nature: The Reporting Person holds 2,545,205 Class E Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Following the Conversion, the Reporting Person will hold 0 Class J Units. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 19:05 UTC | Evercore Inc. EVR · Entity 3486 | Exercise / conversionClass E Units of Evercore LP · Derivative | 329,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010782 · doc4.xml · derivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 2,545,205 Underlying: Shares of Class A common stock, par value $0.01 per share · 329,736 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. F1 · security: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · shares: The Reporting Person acquired 329,736 Class E units as a result of the conversion of 329,736 Class J Units on February 15, 2020 and an aggregate of 1,405 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F1 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · derivative.underlying_shares: The Reporting Person acquired 329,736 Class E units as a result of the conversion of 329,736 Class J Units on February 15, 2020 and an aggregate of 1,405 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F2 · balance_after: The Reporting Person acquired 329,736 Class E units as a result of the conversion of 329,736 Class J Units on February 15, 2020 and an aggregate of 1,405 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F3 · ownership.nature: The Reporting Person holds 2,545,205 Class E Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Following the Conversion, the Reporting Person will hold 0 Class J Units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 16:36 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 20,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009227 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,231 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 16:20 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,975 | $77.91 | $153,862.38 |
DisclosureSEC source: 0001209191-20-007165 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,638 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, 2019 Filed Feb 20, 2019 21:06 UTC | Evercore Inc. EVR · Entity 3486 | Exercise / conversionClass J Units of Evercore LP · Derivative | 329,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011857 · doc4.xml · derivative · entry 4 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 329,736 Underlying: Shares of Class A common stock, par value $0.01 per share · 329,738 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. F1 · security: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F1 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · derivative.underlying_shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F2 · balance_after: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F3 · balance_after: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. F3 · ownership.nature: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:06 UTC | Evercore Inc. EVR · Entity 3486 | Exercise / conversionClass E Units of Evercore LP · Derivative | 329,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011857 · doc4.xml · derivative · entry 3 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in Corporation Disclosed balance after: 2,214,064 Underlying: Shares of Class A common stock, par value $0.01 per share · 329,738 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. F1 · security: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.exercise_price: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F1 · derivative.exercise_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F1 · derivative.expiration_date: Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP (the "LP Agreement"), as specified in the terms and conditions of the LP Agreement, Class E Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock on quarterly exchange dates. Pursuant to the LP Agreement, Class J Units are convertible into Class E Units, without the payment of any consideration, on the occurrence of specified conversion dates pursuant the LP Agreement. F2 · derivative.underlying_shares: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F2 · balance_after: The Reporting Person acquired 179,276 Class E Units on February 15, 2017 as a result of the conversion of Class G Interests of Evercore LP due to the achievement of financial performance targets for Evercore's equity sales, trading and research business, 329,738 Class E units as a result of the conversion of 329,738 Class J Units on February 15, 2018, 329,738 Class E Units as a result of the conversion of 329,738 Class J Units on February 15, 2019 and an aggregate of 12,816 Class E Units as a result of internal reallocations of Evercore LP Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement. F3 · balance_after: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. F3 · ownership.nature: The Reporting Person holds 2,214,064 Class E Units and 329,736 Class J Units through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:38 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 1,962 | $89.27 | $175,155.59 |
DisclosureSEC source: 0001209191-19-007913 · doc4.xml · nonDerivative · entry 1 HYMAN EDWARD S · CIK 0001323377 · Vice Chair EPI & Chairman EISI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,613 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.