Evercore SEC Filings

Evercore Inc. (EVR) has a planned insider sale disclosed through a Form 144 notice. The filing covers the proposed sale of 192 shares of common stock through broker Merrill at an aggregate market value of $65,777.17, to be sold on or about 12/09/2025 on the NYSE. The filing notes that there were 38,680,117 shares of the same class outstanding.

The seller previously acquired 639 shares of Common Class A on 06/23/2025 as a stock bonus from Evercore, Inc., with the form describing the consideration as a bonus rather than a cash purchase. The signer represents that they are not aware of any undisclosed material adverse information about Evercore’s current or prospective operations.

Evercore Inc. (EVR): Wellington Management Group LLP and affiliated entities filed a Schedule 13G reporting beneficial ownership of 2,023,520 Class A shares, representing 5.24% of the class as of 09/30/2025.

The group reports 0 sole voting power and 1,706,226 shared voting power; 0 sole dispositive power and 2,023,520 shared dispositive power. The shares are held of record by clients of Wellington-affiliated investment advisers, and no single client is known to hold more than five percent of the class. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Evercore Inc. (EVR): Founder and Senior Chairman Roger C. Altman reported a bona fide gift of 33,400 Evercore LP partnership units on November 6, 2025 to the Altman Kazickas Foundation, a not-for-profit institution. These partnership units are, subject to certain restrictions, exchangeable on a one-to-one basis for Evercore Inc. Class A common stock, with customary adjustments for splits, dividends and reclassifications.

Following the reported transaction, Mr. Altman beneficially owned 103,734 derivative securities directly, as disclosed.

Evercore Inc. (EVR) received a Form 144 notice indicating an intended sale of 13,400 shares of Class A common stock. The filing lists Merrill Lynch as broker and the NYSE as the exchange, with an approximate sale date of 11/07/2025. The filing cites an aggregate market value of $4,053,478.92 for the proposed sale.

The securities to be sold were acquired on 11/06/2025 via a conversion of limited partnership units from Evercore Inc., with consideration noted as granted as part of issuer equity compensation plan. The filing also reports a prior sale within the last three months: on 08/22/2025, 33,400 shares of Class A common stock were sold for $10,704,702.61 in gross proceeds. The filing lists 38,678,117 shares outstanding for the class.

Evercore Inc. (EVR) reported a stronger Q3 2025, led by advisory activity. Total revenues were $1,045.994 million vs. $738.420 million a year ago, with Advisory Fees at $883.712 million. Net income attributable to Evercore Inc. was $144.583 million, and diluted EPS was $3.41 vs. $1.86.

Expenses were $822.678 million, reflecting higher compensation and technology spending. For the nine months, operating cash flow was $448.997 million, financing used $409.213 million, and investing used $88.230 million. The balance sheet showed $851.908 million in cash and equivalents, total assets of $4,422.246 million, notes payable of $540.353 million, and total equity of $2,085.660 million.

Evercore closed the acquisition of Robey Warshaw on October 1, 2025. Consideration included £71,250 ($95,755) at closing in the form of 275 Class A shares, £74,813 due on the first anniversary (in cash or shares), and contingent consideration over multiple years tied to performance. The company recorded $3.516 million of acquisition and transition costs in Q3. Year-to-date, Evercore repurchased 1,912,169 shares for $506.197 million and paid dividends of $107.788 million. Class A shares outstanding were 38,678,117 as of October 22, 2025.

Evercore Inc. announced it has furnished a press release with its financial results for the third quarter ended September 30, 2025. The press release is included as Exhibit 99.1 to a Form 8‑K and is stated as furnished, not filed. The submission also includes Inline XBRL cover page information (Exhibits 101 and 104). Evercore’s Class A common stock trades on the NYSE under the symbol EVR.

Evercore Inc. (EVR) director Gail Harris reported a gift of Class A common stock on Form 4. The filing shows a transaction dated 09/05/2025 in which 33 shares were disposed of as a bona fide gift at a reported price of $0.00. After the transaction, Ms. Harris is recorded as beneficially owning 39,787 shares, held directly. The form was signed by an attorney-in-fact on 09/09/2025. The disclosure reflects a small, non‑compensatory transfer and documents compliance with Section 16 reporting requirements.

Roger C. Altman, Founder and Senior Chairman of Evercore Inc. (EVR), reported a transfer of 33,400 partnership units of Evercore LP. Those partnership units are exchangeable, subject to agreement terms, on a roughly one-to-one basis for Evercore Inc. Class A common stock. After the reported transaction, Mr. Altman’s beneficial ownership of Evercore LP partnership units is 137,134 units held directly. The filing states the 33,400 units were a bona fide gift to the Altman Kazickas Foundation, a not-for-profit institution, rather than a sale.

Evercore Inc. insider filing reports a proposed sale of 33,400 shares of Class A common stock through Merrill Lynch on the NYSE, with an aggregate market value of $10,704,702.61 and approximately 38,597,943 shares outstanding. The shares are scheduled for sale on 08/22/2025 and were acquired the same day via conversion of limited partnership units under the issuer's equity compensation plan.

The filing also discloses a prior sale by Roger Altman of 23,400 Class A shares on 07/31/2025 for gross proceeds of $7,062,920.23. The filer affirms they are not aware of any undisclosed material adverse information about the issuer.