Evercore executive surrenders shares for tax payment

Evercore Inc. officer Lindsey-Clark Matthew, Co-Head of EMEA investment banking, reported a routine tax-withholding transaction involving company stock.

Rhea-AI Filing Summary

Evercore Inc. officer Lindsey-Clark Matthew, Co-Head of EMEA investment banking, reported a routine tax-withholding transaction involving company stock. On February 4, 2026, 3,578 shares of Evercore Class A common stock were surrendered to Evercore at $346.2325 per share to cover taxes owed upon vesting of previously granted restricted stock units. After this withholding, the executive directly beneficially owns 20,209 Evercore Class A shares.

Insider Trade Summary

Exercise Price or Tax Liability: 3,578 shares

Exercise Price or Tax Liability 1 txn

Insider Lindsey-Clark Matthew

Role Co-Head EMEA IB

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Shares of Class A common stock, par value $0.01 per share	3,578	$346.2325	$1.24M

Holdings After Transaction: Shares of Class A common stock, par value $0.01 per share — 20,209 shares (Direct)

Footnotes (1)

1. F1. These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Evercore (EVR) executive Lindsey-Clark Matthew report in this Form 4?

Lindsey-Clark Matthew reported surrendering 3,578 Evercore Class A shares to the company. The shares were used to pay taxes due on vesting of previously granted restricted stock unit awards, a common administrative transaction for equity compensation.

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

No, the Form 4 shows a share surrender to Evercore Inc., not an open-market sale. The 3,578 Class A shares were withheld by the company specifically to satisfy tax obligations tied to restricted stock unit vesting.

How many Evercore (EVR) shares does Lindsey-Clark Matthew own after the transaction?

After the tax-withholding transaction, Lindsey-Clark Matthew beneficially owns 20,209 shares of Evercore Class A common stock. The Form 4 lists these as directly owned, reflecting his remaining equity position following the RSU-related surrender.

What was the price used for the Evercore (EVR) tax-withholding shares?

The 3,578 Evercore Class A shares surrendered for taxes were valued at $346.2325 per share. This price is used solely for reporting the tax-withholding transaction associated with the vesting of restricted stock unit awards.

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

Transaction code “F” on the Form 4 indicates shares were withheld to pay taxes on equity awards. Here, 3,578 Evercore Class A shares were surrendered to the company in connection with the vesting of previously granted restricted stock units.

What is Lindsey-Clark Matthew’s role at Evercore (EVR)?

The Form 4 identifies Lindsey-Clark Matthew as an officer of Evercore Inc. with the title "Co-Head EMEA IB." This indicates a leadership position overseeing Evercore’s investment banking activities in the Europe, Middle East, and Africa region.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/06/2026 - 05:03 PM Learn about SEC filing dates

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
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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^*

Lindsey-Clark Matthew

(Last) (First) (Middle)

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)
	Co-Head EMEA IB

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)		3,578	D	$346.2325	20,209	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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