Evercore (NYSE: EVR) director receives 364-share equity award in latest filing

Rhea-AI Filing Summary

Evercore Inc. reported that director Pamela G. Carlton received an award of 364 shares of Class A common stock as a grant or other acquisition at no cash cost per share. Following this award, she directly holds 3,845 Class A shares.

The footnotes state these restricted stock units are scheduled to be delivered on June 10, 2027, with the possibility of accelerated vesting in certain circumstances.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Carlton Pamela G

Role null

Type	Security	Shares	Price	Value
Grant/Award	Shares of Class A common stock, par value $0.01 per share	364	$0.00	--

Holdings After Transaction: Shares of Class A common stock, par value $0.01 per share — 3,845 shares (Direct, null)

Footnotes (1)

1. [object Object]

Key Figures

Equity award size: 364 shares Post-transaction holdings: 3,845 shares Grant price per share: $0.0000 per share +1 more

4 metrics

Equity award size 364 shares Grant of Class A common stock to director Pamela G. Carlton

Post-transaction holdings 3,845 shares Total Class A shares directly held after the award

Grant price per share $0.0000 per share Indicates no cash paid for the awarded shares

RSU delivery date June 10, 2027 Scheduled delivery date for restricted stock units

Key Terms

restricted stock units, accelerated vesting, Class A common stock, grant, award, or other acquisition

4 terms

restricted stock units financial

"These restricted stock units will be delivered on June 10, 2027"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

accelerated vesting financial

"subject to accelerated vesting in certain circumstances"

Class A common stock financial

"Shares of Class A common stock, par value $0.01 per share"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

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Form 4 Insider Transactions: What Each Field Means →

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^*

Carlton Pamela G

(Last) (First) (Middle)

C/O EVERCORE INC.

55 EAST 52ND STREET

(Street)

NEW YORK NEW YORK 10055

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Evercore Inc. [ EVR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	06/10/2026		A(1)		364	A	$0.00	3,845	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. These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

	/s/ Jason Klurfeld, as Attorney-in-Fact	06/12/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

What did Evercore (EVR) director Pamela G. Carlton receive in this insider filing?

Director Pamela G. Carlton received an award of 364 shares of Evercore Class A common stock. The filing characterizes this as a grant or other acquisition, rather than an open-market purchase, and indicates no cash was paid per share for this award.

How many Evercore (EVR) shares does Pamela G. Carlton hold after this grant?

After the 364-share award, Pamela G. Carlton directly holds 3,845 shares of Evercore Class A common stock. This total reflects her updated ownership position as reported in the filing, combining previously held shares with the newly granted award.

When will the restricted stock units for Evercore (EVR) director Carlton be delivered?

The restricted stock units referenced for Pamela G. Carlton are scheduled to be delivered on June 10, 2027. The footnote also notes that vesting may be accelerated in certain circumstances, which could change the delivery timing under specified conditions.

Was cash paid for the Evercore (EVR) shares granted to Pamela G. Carlton?

No cash was paid per share for this grant to Pamela G. Carlton. The transaction price per share is shown as 0.0000, indicating the award represents compensation or a similar grant rather than a cash-funded open-market stock purchase.

Is this Evercore (EVR) insider transaction a purchase or a grant?

The transaction is classified as a grant or award acquisition, not an open-market purchase. The code used is “A” for grant, award, or other acquisition, and the filing’s fields describe it as a grant/award acquisition rather than a buy or sell trade.