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 13, 2018 Filed Feb 15, 2018 18:03 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 13,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010490 · 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: 18,575 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 6, 2018 19:30 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 656 | $100.00 | $65,600.00 |
DisclosureSEC source: 0001209191-18-007999 · 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: 5,004 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 |
| July 26, 2017 Filed Feb 20, 2019 21:06 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass J Units of Evercore LP · Derivative | 989,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011857 · doc4.xml · derivative · entry 2 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 · 989,212 shares Expires not disclosed 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. F3 · shares: 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. F4 · shares: On July 26, 2017, the Class H Interests of Evercore LP previously held by the Reporting Person were converted by Evercore LP into Class J Units, without the payment of any consideration. As a result, and following subsequent internal reallocations of 22,854 Class J Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement, the Reporting Person ultimately acquired 989,212 Class J Units. 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. F4 · derivative.underlying_shares: On July 26, 2017, the Class H Interests of Evercore LP previously held by the Reporting Person were converted by Evercore LP into Class J Units, without the payment of any consideration. As a result, and following subsequent internal reallocations of 22,854 Class J Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement, the Reporting Person ultimately acquired 989,212 Class J Units. 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. F4 · balance_after: On July 26, 2017, the Class H Interests of Evercore LP previously held by the Reporting Person were converted by Evercore LP into Class J Units, without the payment of any consideration. As a result, and following subsequent internal reallocations of 22,854 Class J Units following the departure of Evercore LP partners pursuant to the terms and conditions of the LP Agreement, the Reporting Person ultimately acquired 989,212 Class J Units. 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, 2017 Filed Feb 20, 2019 21:06 UTC | Evercore Inc. EVR · Entity 3486 | GrantClass E Units of Evercore LP · Derivative | 179,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011857 · 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: 2,214,064 Underlying: Shares of Class A common stock, par value $0.01 per share · 179,276 shares Expires not disclosed 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, 2017 Filed Feb 6, 2017 19:23 UTC | Evercore Inc. EVR · Entity 3486 | Tax withholdingShares of Class A common stock, par value $0.01 per share | 718 | $78.93 | $56,668.15 |
DisclosureSEC source: 0001209191-17-008141 · 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: 5,660 F1 · shares: These shares were surrendered to Evercore Partners Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 16:33 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154710 · 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: 6,378 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 6,232 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 16:29 UTC | Evercore Inc. EVR · Entity 3486 | GrantShares of Class A common stock, par value $0.01 per share | 38 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141154 · 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: 6,348 F1 · kind: Shares of Class A common stock are dividend equivalents in the form of restricted stock units on 6,232 unvested underlying RSUs awarded on February 17, 2016. The dividend equivalent RSUs will vest concurrent with the vesting of the unvested underlying RSUs awarded on February 17, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.