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Evercore (EVR) grants 8,799 RSUs to its General Counsel

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

Rhea-AI Filing Summary

Klurfeld Jason reported acquisition or exercise transactions in this Form 4 filing.

Evercore Inc. reported that its General Counsel, Jason Klurfeld, received an equity award tied to its Class A common stock. On the reported date, he was granted 8,799 restricted stock units (RSUs) at a price of $0.00 per share, reflecting non-cash compensation. These RSUs vest in four equal annual installments beginning on February 4, 2027, so the value will be realized over time as they vest. Following this grant, Klurfeld’s direct ownership increased to 57,793 shares of Evercore Class A common stock.

Positive

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Negative

  • None.
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*
Klurfeld Jason

(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)
General Counsel
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 8,799(1) A $0.00 57,793 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 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 Jason Klurfeld?

Evercore reported that General Counsel Jason Klurfeld received a grant of 8,799 restricted stock units tied to its Class A common stock. The award was recorded at $0.00 per share, reflecting non-cash equity compensation with vesting over future years.

How many Evercore (EVR) shares does Jason Klurfeld own after this Form 4?

After the reported grant, General Counsel Jason Klurfeld beneficially owns 57,793 shares of Evercore Class A common stock. This total includes the effect of the newly awarded 8,799 restricted stock units, which vest over time according to the disclosed schedule.

Is the Evercore (EVR) Form 4 transaction a stock purchase or an equity grant?

The Form 4 reflects an equity grant, not an open-market stock purchase. It is classified as code A, a grant, award, or other acquisition, with 8,799 restricted stock units awarded at $0.00 per share as part of compensation.

When do Jason Klurfeld’s Evercore (EVR) restricted stock units vest?

The 8,799 restricted stock units granted to General Counsel Jason Klurfeld vest in four equal annual installments. Vesting begins on February 4, 2027, meaning portions of the award become deliverable each year starting on that date.

What type of security is involved in the Evercore (EVR) insider award?

The award relates to restricted stock units tied to Evercore’s Class A common stock, par value $0.01 per share. These RSUs represent a right to receive shares in the future, subject to the four-year vesting schedule beginning February 4, 2027.
Evercore

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