STOCK TITAN

Roger C. Altman (EVR) granted 30,062 restricted Evercore shares as equity

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

Rhea-AI Filing Summary

Altman Roger C reported acquisition or exercise transactions in this Form 4 filing.

Evercore Inc. director and Founder and Senior Chairman Roger C. Altman reported an equity award of 30,062 shares of Class A common stock on February 19, 2026, recorded at no purchase price. A footnote explains these are restricted stock units that vest in four equal annual installments beginning on February 4, 2027. Following this grant, Altman’s directly held share balance is 84,152 shares.

Positive

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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*
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)
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 30,062(1) A $0.00 84,152 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 insider transaction did Evercore (EVR) report for Roger C. Altman?

Evercore reported that Roger C. Altman received an award of 30,062 shares of Class A common stock on February 19, 2026. A footnote identifies these as restricted stock units vesting over four years, rather than a cash purchase on the open market.

Was the February 19, 2026 Evercore (EVR) insider transaction a purchase or an award?

The transaction was an equity award, not an open-market purchase. It is coded as a grant or other acquisition, with 30,062 shares reported at a price of $0.0000 per share, consistent with restricted stock units granted as compensation rather than bought for cash.

How do Roger C. Altman’s Evercore (EVR) holdings change after this Form 4?

After the reported award, Roger C. Altman directly holds 84,152 shares of Evercore Class A common stock. This total includes the 30,062-share grant reported in the Form 4, reflecting his updated direct ownership stake following the restricted stock unit award.

When do the reported Evercore (EVR) restricted stock units for Roger C. Altman vest?

The restricted stock units vest in four equal annual installments beginning on February 4, 2027. This means the award will vest gradually over four years, aligning the compensation with longer-term service and performance at Evercore rather than vesting immediately.

What does transaction code "A" mean in the Evercore (EVR) Form 4 for Roger C. Altman?

Transaction code “A” indicates a grant, award, or other acquisition of securities. In this case, it reflects an award of 30,062 restricted stock units, received as compensation and reported at a price of $0.0000 per share instead of being purchased in the market.
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