Evercore director granted 727 restricted stock units

OVERLOCK WILARD J JR reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

OVERLOCK WILARD J JR reported acquisition or exercise transactions in this Form 4 filing.

Evercore Inc. director Willard J. Overlock Jr. received an equity compensation grant of 727 restricted stock units representing shares of Class A common stock. The units were awarded at no cash cost and are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Overlock directly holds 15,279 shares of Evercore Class A common stock. This reflects routine stock-based compensation rather than an open-market share purchase or sale.

Insider Trade Summary

Grant/Award: 727 shares

Grant/Award 1 txn

Insider OVERLOCK WILARD J JR

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Shares of Class A common stock, par value $0.01 per share	727	$0.00	$0.00

Holdings After Transaction: Shares of Class A common stock, par value $0.01 per share — 15,279 shares (Direct)

Footnotes (1)

1. F1. These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

Key Figures

RSU grant size: 727 units Grant price: $0.00 per share Shares held after grant: 15,279 shares +2 more

5 metrics

RSU grant size 727 units Restricted stock units of Class A common stock granted on June 10, 2026

Grant price $0.00 per share Equity compensation award, not an open-market purchase

Shares held after grant 15,279 shares Direct holdings of Class A common stock following the reported transaction

Grant date June 10, 2026 Date of restricted stock unit award to the director

Scheduled delivery date June 10, 2027 Date when RSUs are to be delivered, subject to accelerated vesting

Key Terms

restricted stock units, Grant, award, or other acquisition, Class A common stock

3 terms

restricted stock units financial

"These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances."

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.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Evercore (EVR) report for Willard J. Overlock Jr.?

Evercore reported that director Willard J. Overlock Jr. received a grant of 727 restricted stock units of Class A common stock. The grant was recorded at a price of $0.00 per share as equity compensation, not an open-market transaction.

When will the 727 restricted stock units for Evercore (EVR) be delivered?

The 727 restricted stock units granted to Evercore director Willard J. Overlock Jr. are scheduled to be delivered on June 10, 2027. The footnote states they are subject to accelerated vesting in certain circumstances before that delivery date.

How many Evercore (EVR) shares does Willard J. Overlock Jr. hold after this grant?

After the grant of 727 restricted stock units, Willard J. Overlock Jr. directly holds 15,279 shares of Evercore Class A common stock. This figure reflects his direct ownership position following the reported equity award transaction.

Was cash paid for the Evercore (EVR) restricted stock unit grant?

No cash was paid for the grant. The Form 4 shows 727 shares at a transaction price of $0.00 per share, indicating this was a stock-based compensation award, not a purchase on the open market with cash consideration.

Is the Evercore (EVR) restricted stock unit grant subject to vesting conditions?

Yes. The footnote explains that the 727 restricted stock units will be delivered on June 10, 2027 and are subject to accelerated vesting in certain circumstances, indicating vesting conditions tied to time or potential triggering events.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/12/2026 - 05:02 PM Learn about SEC filing dates

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^*

OVERLOCK WILARD J JR

(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)		727	A	$0.00	15,279	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)