[144] Evercore Inc. SEC Filing

Rhea-AI Filing Summary

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.

Positive

• Transparent disclosure of broker, share count, acquisition method, sale date, and aggregate market value
• Sale arises from equity compensation conversion, indicating monetization of granted units rather than an external liquidity event

Negative

• Insider selling of meaningful value ($10.7M proposed sale and prior $7.06M sale) which some investors may view negatively

Insights

Securities Analyst

TL;DR: Routine insider sale tied to equity compensation conversion; not clearly material to Evercore's operations.

The notice shows an insider conversion and planned sale of 33,400 shares valued at about $10.7M, executed through Merrill Lynch on the NYSE. The transaction arises from a conversion of limited partnership units and was granted as equity compensation, indicating this is compensation monetization rather than a direct operating signal. A recent prior sale by Roger Altman of 23,400 shares for $7.06M is also disclosed. Based solely on the filing, there is no disclosure of undisclosed operational issues or additional context that would indicate a material change to the companys financial condition.

Corporate Governance Expert

TL;DR: Disclosure follows Rule 144 requirements; the filing is a standard compliance document for insider compensation sales.

The form documents acquisition via conversion and the intended resale under Rule 144, with broker details and explicit representation about absence of undisclosed material information. This satisfies procedural transparency expectations for executive or affiliate sales. No information in the filing indicates breaches of disclosure obligations or governance concerns beyond routine insider selling under an equity compensation plan.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A Common Stock	Merrill Lynch 225 Liberty St Floor 37 New York NY 10281	33400	10704702.61	38597943	08/22/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A Common Stock	08/22/2025	Conversion of limited partnership units	Evercore Inc.			33400	08/22/2025	Granted as part of issuer equity compensation plan

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Roger Altman 55 EAST 52ND STREET 38TH FLOOR NEW YORK NY 10055	Class A Common Stock	07/31/2025	23400	7062920.23

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What shares of EVR are proposed for sale?

The filing shows 33,400 Class A common shares proposed for sale on 08/22/2025 via Merrill Lynch on the NYSE.

What is the aggregate market value of the proposed sale?

The aggregate market value reported is $10,704,702.61.

How were the shares acquired that are being sold?

The shares were acquired on 08/22/2025 by conversion of limited partnership units and were granted as part of the issuers equity compensation plan.

Did any related person sell shares recently?

Yes. Roger Altman sold 23,400 Class A shares on 07/31/2025 for gross proceeds of $7,062,920.23.

Which broker is handling the proposed sale?

The broker listed is Merrill Lynch, address 225 Liberty St Floor 37, New York, NY, and the sale is to occur on the NYSE.