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Evercore (EVR) General Counsel logs 374-share tax-withholding stock disposition

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

Rhea-AI Filing Summary

Evercore Inc. General Counsel Jason Klurfeld reported a tax-withholding disposition of company stock. On 02/13/2026, 374 shares of Class A common stock were surrendered to Evercore Inc. at $328.56 per share to cover taxes on vesting restricted stock units. Following this non-market transaction, he directly beneficially owned 48,994 Evercore Class A shares.

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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)
02/13/2026
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 02/13/2026 F(1) 374 D $328.56 48,994 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 02/17/2026
** 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 General Counsel Jason Klurfeld reported surrendering 374 Class A shares. These shares were given back to Evercore Inc. to pay taxes due on vesting restricted stock unit awards, rather than sold in the open market.

Was the Evercore (EVR) Form 4 transaction an open-market sale?

No, the Form 4 shows a tax-withholding disposition coded “F.” The 374 Class A shares were surrendered to Evercore Inc. to satisfy tax obligations from vesting restricted stock units, not sold through public market transactions.

How many Evercore (EVR) shares did Jason Klurfeld dispose of and at what price?

He disposed of 374 shares of Evercore Class A common stock. The Form 4 lists a price of $328.56 per share for the tax-withholding surrender, which was used to cover tax liabilities on vesting restricted stock unit awards.

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

After the reported transaction, Jason Klurfeld beneficially owned 48,994 shares. The filing indicates these are directly held Evercore Class A common shares remaining following the 374-share tax-withholding disposition to the company.

What does transaction code “F” mean in the Evercore (EVR) Form 4?

Transaction code “F” indicates payment of a tax liability by delivering securities. In this case, 374 Evercore Class A shares were surrendered back to Evercore Inc. to pay taxes triggered by the vesting of restricted stock unit awards.

What is Jason Klurfeld’s role at Evercore (EVR) mentioned in the Form 4?

The Form 4 identifies Jason Klurfeld as an officer of Evercore Inc. He serves as General Counsel, and the reported transaction reflects his personal equity compensation-related tax withholding event in company stock.
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