STOCK TITAN

Evercore (NYSE: EVR) General Counsel sells shares after RSU vesting

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Evercore Inc. General Counsel Jason Klurfeld reported two transactions in Class A common stock. On February 4, 2026, he surrendered 5,319 shares at $346.2325 per share to Evercore to cover taxes on vesting restricted stock units. On February 6, 2026, he sold 5,000 shares at $360 per share in an open-market sale. After these transactions, he directly owned 49,368 shares of Evercore Class A common stock.

Positive

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Negative

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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*
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)
02/04/2026
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) 5,319 D $346.2325 54,368 D
Shares of Class A common stock, par value $0.01 per share 02/06/2026 S 5,000 D $360 49,368 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 02/06/2026
** 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 transactions did Evercore (EVR) General Counsel report?

Evercore General Counsel Jason Klurfeld reported surrendering 5,319 shares for tax withholding and selling 5,000 shares. The tax-related surrender occurred at $346.2325 per share, and the open-market sale was executed at $360 per share.

How many Evercore (EVR) shares did the General Counsel sell on February 6, 2026?

On February 6, 2026, Jason Klurfeld sold 5,000 Evercore Class A common shares at $360 each. This was a direct ownership sale reported under transaction code “S” on the Form 4 insider trading report.

Why were 5,319 Evercore (EVR) shares surrendered on February 4, 2026?

The 5,319 Evercore shares were surrendered to the company to pay taxes tied to vesting restricted stock unit awards. This tax withholding transaction, coded “F,” reflects shares withheld rather than a discretionary open-market sale.

How many Evercore (EVR) shares does the General Counsel own after these transactions?

Following the reported transactions, Jason Klurfeld directly owns 49,368 Evercore Class A common shares. This post-transaction balance reflects both the 5,319-share tax surrender and the 5,000-share open-market sale disclosed in the Form 4.

What do the transaction codes F and S mean in this Evercore (EVR) Form 4?

In this Form 4, code “F” indicates shares surrendered to Evercore for tax withholding on vested restricted stock units. Code “S” indicates a market sale of shares, here representing the 5,000-share sale at $360 per share.

What role does the reporting person in this Evercore (EVR) Form 4 hold?

The reporting person, Jason Klurfeld, serves as Evercore Inc.’s General Counsel. His insider status as a senior officer requires public reporting of transactions in Evercore Class A common stock through Section 16 filings such as this Form 4.
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