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Evercore (EVR) CEO John Weinberg granted 31,528 restricted stock units

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

Rhea-AI Filing Summary

WEINBERG JOHN S reported acquisition or exercise transactions in this Form 4 filing.

Evercore Inc. reported that CEO and Chairman John S. Weinberg received an award of 31,528 shares of Class A common stock in the form of restricted stock units. These RSUs vest in four equal annual installments beginning on February 4, 2027. Following this grant, Weinberg directly owns 636,890 Evercore Class A shares. This is a compensation-related equity award rather than an open-market purchase.

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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*
WEINBERG JOHN S

(Last) (First) (Middle)
C/O EVERCORE INC.
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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
CEO/Chairman
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 31,528(1) A $0.00 636,890 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) CEO John S. Weinberg report in this Form 4?

John S. Weinberg reported receiving an award of 31,528 Evercore Class A shares as restricted stock units. These units are part of his equity compensation and increase his direct holdings to 636,890 shares after the grant.

Is the Evercore (EVR) Form 4 transaction a stock purchase or a grant?

The Form 4 shows a grant or award acquisition, not an open-market stock purchase. Code “A” indicates a grant, with 31,528 restricted stock units awarded to John S. Weinberg as part of his compensation package.

How do John S. Weinberg’s new Evercore (EVR) restricted stock units vest?

The restricted stock units vest in four equal annual installments beginning on February 4, 2027. This means the 31,528 units will convert into shares gradually over four years, subject to continued service and any award conditions.

How many Evercore (EVR) shares does John S. Weinberg own after this Form 4 transaction?

After the reported RSU grant, John S. Weinberg directly owns 636,890 shares of Evercore Class A common stock. This total reflects his holdings immediately following the award of 31,528 restricted stock units described in the filing.

What does transaction code “A” mean in the Evercore (EVR) Form 4 for John S. Weinberg?

Transaction code “A” on the Form 4 indicates a grant, award, or other acquisition of securities. In this case, it represents the issuance of 31,528 restricted stock units to John S. Weinberg as part of his equity compensation.
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