[Form 4] Evercore Inc. Insider Trading Activity

Rhea-AI Filing Summary

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.

Insights

Corporate Governance Expert

TL;DR: Insider transferred a block of partner units to a charitable foundation, reducing direct holdings but not selling into the market.

The reported transfer of 33,400 Evercore LP units to a foundation is a non-sale disposition that reduces the reporting person’s direct economic ownership while preserving long-term alignment through charitable planning. Because the units are exchangeable for Class A shares, the transfer could modestly change near-term voting and economic stakes if the foundation chooses different voting or liquidity actions. The disclosure is routine and complies with Section 16 reporting requirements.

Securities Analyst

TL;DR: Transaction is a gift of partnership units, not a market sale; likely low immediate market impact.

Moving 33,400 partnership units out of direct ownership into a foundation reduces the insider’s direct holdings to 137,134 units. Because the units are exchangeable one-for-one into Class A common stock, the ultimate market impact depends on whether the foundation exchanges or sells shares. As disclosed, this is a charitable transfer and not an ordinary liquidity event, so it is unlikely to exert significant downward pressure on EVR shares by itself.

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

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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^*

Altman Roger C

(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)
	Founder and Senior Chairman

3. Date of Earliest Transaction (Month/Day/Year)
08/22/2025

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

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
Partnership units of Evercore LP	(1)	08/22/2025		G(2)			33,400	(1)	(1)	Partnership units of Evercore LP	33,400	(1)	137,134	D

Explanation of Responses:

1. Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.

2. Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.

	/s/ Jason Klurfeld, as Attorney-in-Fact	08/25/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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