Welcome to our dedicated page for Evercore SEC filings (Ticker: EVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This Evercore Inc. (NYSE: EVR) filings page provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Evercore is a Delaware-incorporated global independent investment banking advisory firm whose Class A common stock is listed on the New York Stock Exchange under the symbol EVR. Its SEC filings offer detail on financial results, capital structure decisions and significant corporate transactions.
Among the key documents available are Form 8-K current reports. Evercore uses 8-K filings to furnish press releases announcing quarterly financial results, as reflected in filings that reference results for specific quarters. Other 8-Ks describe material definitive agreements and corporate actions, such as a note purchase agreement for the private placement of senior notes that includes covenants on leverage and consolidated tangible net worth, and an agreement by a subsidiary, Evercore LP, to acquire Robey Warshaw, an independent advisory firm headquartered in the United Kingdom, with consideration involving cash and shares of Evercore’s Class A common stock.
Filings also confirm Evercore’s securities registration details, including its incorporation in Delaware and the listing of its Class A common stock on the New York Stock Exchange. Through this page, users can review the text of Evercore’s 8-Ks and related exhibits, such as forms of senior notes and note purchase agreements, as they are made available via EDGAR.
Stock Titan enhances these filings with AI-powered summaries that explain the significance of each document in clear language. Users can quickly understand the context of quarterly results announcements, capital-raising transactions, acquisitions and other reported events, while still having the option to read the full original filings for complete detail.
Evercore Inc. founder and Senior Chairman Roger C. Altman reported a tax-related share surrender. On 02/04/2026, he surrendered 13,554 shares of Evercore Class A common stock at $346.2325 per share to Evercore to pay taxes tied to vesting of earlier restricted stock unit awards. After this transaction, he directly beneficially owns 54,090 Evercore Class A shares.
Evercore Inc. General Counsel Jason Klurfeld reported two transactions in Class A common stock. On February 4, 2026, he surrendered 5,319 shares at $346.2325 per share to Evercore to cover taxes on vesting restricted stock units. On February 6, 2026, he sold 5,000 shares at $360 per share in an open-market sale. After these transactions, he directly owned 49,368 shares of Evercore Class A common stock.
Evercore Inc. principal accounting officer Paul Pensa reported two transactions in Class A common stock. On February 4, 2026, he surrendered 1,255 shares at
Evercore Inc. officer Lindsey-Clark Matthew, Co-Head of EMEA investment banking, reported a routine tax-withholding transaction involving company stock. On February 4, 2026, 3,578 shares of Evercore Class A common stock were surrendered to Evercore at $346.2325 per share to cover taxes owed upon vesting of previously granted restricted stock units. After this withholding, the executive directly beneficially owns 20,209 Evercore Class A shares.
Evercore Inc. CEO and Chairman John S. Weinberg surrendered 13,360 shares of Evercore Class A common stock on February 4, 2026, at a reported price of $346.2325 per share. According to the filing, these shares were turned over to Evercore to pay taxes tied to the vesting of previously granted restricted stock units. After this tax-related transaction, Weinberg beneficially owns 605,362 Evercore Class A shares directly.
Evercore Inc. Chief Financial Officer Form 4 filing shows that CFO Timothy Gilbert LaLonde surrendered 7,320 shares of Evercore Class A common stock on February 4, 2026. The shares were transferred to Evercore to cover taxes triggered by the vesting of previously granted restricted stock unit awards, and he held 30,143 shares afterward.
An insider of EVR has filed a Rule 144 notice to sell 5,000 Class A shares through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 02/06/2026. The filing lists an aggregate market value of $1,800,000.00 for the planned sale and notes that 38,678,117 shares of this class were outstanding at the time referenced.
The 5,000 shares to be sold were acquired on 02/04/2026 via restricted stock vesting from the issuer as compensation, rather than a cash purchase. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
EVR submitted a Form 144 notice covering a proposed sale of 1,450 Class A shares on the NYSE through Fidelity Brokerage Services.
The shares have an aggregate market value of 507,949.65 and were acquired on 02/04/2026 as restricted stock vesting from the issuer, treated as compensation.
The filing notes that 38,678,117 shares of this class were outstanding and lists an approximate sale date of 02/05/2026.
Evercore Inc. reported that its Board of Directors has appointed Christine Varney as a director, effective March 1, 2026, with her term expiring at the 2026 annual meeting of stockholders. She will serve on the Audit Committee and the Nominating and Corporate Governance Committee.
In line with Evercore’s non‑management director compensation policy, Ms. Varney will receive a one‑time RSU award valued at $50,000, generally vesting on the second anniversary of grant, with shares delivered upon vesting, plus standard non‑management director compensation.
The Board size was increased from ten to eleven directors, effective March 1, 2026, in connection with her appointment. The filing highlights Ms. Varney’s extensive antitrust and regulatory background, including senior roles at Cravath, the U.S. Department of Justice and the Federal Trade Commission.
Evercore Inc. filed a current report to furnish a press release announcing its financial results for the fourth quarter ended December 31, 2025. The press release, dated February 4, 2026, is included as Exhibit 99.1 and is designated as furnished rather than filed under the securities laws.
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