Evercore (NYSE: EVR) accounting officer sells 1,450 shares in insider filing

Rhea-AI Filing Summary

Evercore Inc. principal accounting officer Paul Pensa reported two transactions in Class A common stock. On February 4, 2026, he surrendered 1,255 shares at $346.2325 per share to Evercore to cover taxes on vesting restricted stock units. On February 5, 2026, he sold 1,450 shares at $350.31 per share in an open-market transaction, leaving him with 5,022 shares held directly.

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^*

Pensa Paul

(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)
	Contr, Prin. Acct.Officer

3. Date of Earliest Transaction (Month/Day/Year)
02/04/2026

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	02/04/2026		F(1)		1,255	D	$346.2325	6,472	D
Shares of Class A common stock, par value $0.01 per share	02/05/2026		S		1,450	D	$350.31	5,022	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 shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

	/s/ Jason Klurfeld, as Attorney-in-Fact	02/06/2026
	** 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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FAQ

What insider transactions did Evercore (EVR) report for Paul Pensa?

Evercore (EVR) reported that officer Paul Pensa surrendered 1,255 Class A shares to cover taxes on restricted stock vesting, then sold 1,450 shares in the open market. After these transactions, he held 5,022 Evercore Class A common shares directly.

How many Evercore (EVR) shares did Paul Pensa sell on February 5, 2026?

On February 5, 2026, Paul Pensa sold 1,450 Evercore Class A common shares. The reported sale price was $350.31 per share, and following this open-market transaction he directly owned 5,022 Evercore Class A common shares, according to the Form 4 filing.

What was the purpose of the 1,255 Evercore (EVR) shares surrendered by Paul Pensa?

The 1,255 Evercore Class A shares were surrendered to the company to pay taxes on vesting restricted stock unit awards. This was not an open-market sale but a tax withholding related to equity compensation, as explained in the Form 4 footnote.

At what prices were Paul Pensa’s Evercore (EVR) share transactions reported?

The Form 4 shows two prices: $346.2325 per share for 1,255 shares surrendered for tax withholding, and $350.31 per share for 1,450 shares sold in the market. Both transactions involved Evercore Class A common stock.

How many Evercore (EVR) shares does Paul Pensa hold after these transactions?

After the reported transactions, Paul Pensa directly holds 5,022 Evercore Class A common shares. This figure reflects his holdings following the 1,255-share tax surrender and the subsequent 1,450-share open-market sale reported in the Form 4 filing.

What is Paul Pensa’s role at Evercore (EVR) in this Form 4 filing?

In this Form 4, Paul Pensa is identified as an Evercore officer serving as controller and principal accounting officer. The filing reports his personal transactions in Evercore Class A common stock, including a tax-related share surrender and an open-market sale.