Evercore (EVR) CFO gains 150,000 exchangeable LP units tied to Class A stock

Rhea-AI Filing Summary

Evercore Inc. reported an insider equity change for its Chief Financial Officer on December 31, 2025. The Form 4 shows that 100,000 Class K-P Units of Evercore LP were converted into 150,000 Class K Units of Evercore LP based on the achievement of service conditions and performance targets.

According to the disclosure, these 150,000 Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis into 150,000 shares of Evercore Inc. Class A common stock without payment of any consideration, as reflected by the $0.00 price. Following the transactions, the reporting person beneficially owns 150,000 derivative securities linked to Class A common stock, all held directly.

Insider Trade Summary

250,000 shares exercised/converted

Exercise 2 txns

Insider LaLonde Timothy Gilbert

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise	Class K-P Units of Evercore LP	100,000	$0.00	$0.00
Exercise	Class K Units of Evercore LP	150,000	$0.00	$0.00

Holdings After Transaction: Class K-P Units of Evercore LP — 0 shares (Direct); Class K Units of Evercore LP — 150,000 shares (Direct)

Footnotes (1)

1. F1. On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

FAQ

What insider transaction did Evercore Inc. (EVR) disclose in this Form 4?

The filing shows the Chief Financial Officer converted 100,000 Class K-P Units of Evercore LP into 150,000 Class K Units of Evercore LP on December 31, 2025, tied to meeting service conditions and performance targets.

How many Evercore Inc. Class A shares are linked to the new Class K Units?

The 150,000 Class K Units of Evercore LP are, subject to certain restrictions, exchangeable on a one-for-one basis into 150,000 shares of Evercore Inc. Class A common stock.

Was any cash paid in connection with the Evercore (EVR) insider unit conversion?

No cash was paid in the conversion; the price for the derivative transactions is disclosed as $0.00, and the Class K Units are exchangeable into Class A common stock without payment of any consideration.

What happened to the Class K-P Units reported by the Evercore CFO?

The reporting person converted 100,000 Class K-P Units of Evercore LP, resulting in 0 such derivative securities beneficially owned following the transaction, as shown in the table.

How many derivative securities does the Evercore (EVR) CFO hold after this transaction?

After the reported transactions, the CFO beneficially owns 150,000 derivative securities (Class K Units of Evercore LP) directly, each linked to one share of Evercore Inc. Class A common stock.

What conditions triggered the Evercore LP Class K-P to Class K conversion?

The explanation states the 100,000 Class K-P Units converted into 150,000 Class K Units on December 31, 2025 based on the achievement of service conditions and performance targets.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 01/02/2026 - 04:55 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^*

LaLonde Timothy Gilbert

(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)

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

3. Date of Earliest Transaction (Month/Day/Year)
12/31/2025

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
Class K-P Units of Evercore LP(1)	(1)	12/31/2025		M			100,000(1)	(1)	(1)	Shares of Class A common Stock, par value $0.01 per share	100,000	$0.00	0	D
Class K Units of Evercore LP(1)	(1)	12/31/2025		M		150,000(1)		(1)	(1)	Shares of Class A common Stock, par value $0.01 per share	150,000	$0.00	150,000	D

Explanation of Responses:

1. On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

	/s/ Jason Klurfeld, as Attorney-in-Fact	01/02/2026
	** 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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