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Restricted stock grant boosts Evercore (NYSE: EVR) executive holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Lindsey-Clark Matthew reported acquisition or exercise transactions in this Form 4 filing.

Evercore Inc. Co-Head of EMEA Investment Banking Matthew Lindsey-Clark received a grant of 7,638 shares of Class A common stock in the form of restricted stock units. These units vest in four equal annual installments beginning on February 4, 2027, meaning the shares are delivered over time as long-term compensation.

After this award, Lindsey-Clark directly holds a total of 27,847 Evercore Class A shares. Because the grant price is listed as $0.00 per share, this reflects an equity incentive award rather than an open-market purchase.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lindsey-Clark Matthew

(Last) (First) (Middle)
55 EAST 52ND STREET

(Street)
NEW YORK NY 10055

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Evercore Inc. [ EVR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Co-Head EMEA IB
3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Shares of Class A common stock, par value $0.01 per share 02/19/2026 A 7,638(1) A $0.00 27,847 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.
/s/ Jason Klurfeld, as Attorney-in-Fact 02/23/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Evercore (EVR) disclose about Matthew Lindsey-Clark’s recent equity award?

Evercore reported that Co-Head of EMEA Investment Banking Matthew Lindsey-Clark received 7,638 restricted stock units of Class A common stock. The award is structured as long-term equity compensation rather than a cash bonus or open-market share purchase.

How do Matthew Lindsey-Clark’s new Evercore (EVR) restricted stock units vest?

The 7,638 restricted stock units vest in four equal annual installments starting on February 4, 2027. This means one-quarter of the units convert into shares each year, encouraging longer-term alignment with Evercore’s performance and retention of the executive.

How many Evercore (EVR) shares does Matthew Lindsey-Clark hold after this Form 4 transaction?

Following the grant, Matthew Lindsey-Clark directly holds 27,847 shares of Evercore Class A common stock. This total includes the newly awarded restricted stock units, which will be delivered over several years as vesting conditions are satisfied.

Was Matthew Lindsey-Clark’s Evercore (EVR) equity grant an open-market stock purchase?

No. The filing lists a price of $0.00 per share for the 7,638 units, indicating a grant or award. It is compensation-based restricted stock, not an open-market transaction where the executive paid cash to buy Evercore shares on the market.

What role does Matthew Lindsey-Clark hold at Evercore (EVR) in connection with this award?

Matthew Lindsey-Clark serves as Co-Head of EMEA Investment Banking at Evercore. The restricted stock unit grant reflects equity-based compensation linked to his executive role, aligning part of his pay with the longer-term value of Evercore’s Class A common stock.
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