Evercore officer awarded 1,867 restricted stock units

Evercore Inc. reported that officer Paul Pensa, its Controller and Principal Accounting Officer, acquired an equity award of 1,867 shares of Class A common stock on a grant basis.

Rhea-AI Filing Summary

Evercore Inc. reported that officer Paul Pensa, its Controller and Principal Accounting Officer, acquired an equity award of 1,867 shares of Class A common stock on a grant basis. The filing shows these are Restricted Stock Units that vest in four equal annual installments beginning on February 4, 2027.

After this grant, Pensa directly owns 6,889 shares of Evercore Class A common stock. The award was recorded at a price of $0.00 per share, reflecting that this is a compensation grant rather than an open-market purchase.

Insider Trade Summary

Grant/Award: 1,867 shares

Grant/Award 1 txn

Insider Pensa Paul

Role Contr, Prin. Acct.Officer

Type	Security	Shares	Price	Value
Grant/Award	Shares of Class A common stock, par value $0.01 per share	1,867	$0.00	$0.00

Holdings After Transaction: Shares of Class A common stock, par value $0.01 per share — 6,889 shares (Direct)

Footnotes (1)

1. F1. Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027.

FAQ

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

What insider transaction did Evercore (EVR) disclose for Paul Pensa?

Evercore disclosed that officer Paul Pensa received a grant of 1,867 Restricted Stock Units of Class A common stock. These units were awarded at $0.00 per share as equity compensation, not through an open-market purchase, and increase his directly held shares to 6,889.

When do Paul Pensa’s newly granted Evercore (EVR) RSUs vest?

Paul Pensa’s 1,867 Restricted Stock Units vest in four equal annual installments beginning on February 4, 2027. This creates a multi-year vesting schedule, meaning portions of the award become deliverable as shares each year over that four-year period.

How many Evercore (EVR) shares does Paul Pensa own after this Form 4?

Following the equity award reported, Paul Pensa directly owns 6,889 shares of Evercore Class A common stock. This total includes the impact of the 1,867-share Restricted Stock Unit grant disclosed in the Form 4, reflecting his updated direct share ownership.

What type of security was granted to Evercore (EVR) officer Paul Pensa?

The transaction involves Restricted Stock Units tied to Evercore’s Class A common stock, par value $0.01 per share. These RSUs convert into shares as they vest in four equal annual installments starting February 4, 2027, aligning compensation with longer-term service.

Was cash paid for the Evercore (EVR) shares reported in this Form 4?

No cash was paid for the 1,867 units reported; the transaction price is listed as $0.00 per share. This indicates the shares were granted as part of an equity compensation award, rather than acquired through a market transaction or personal cash investment.

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

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Accepted by SEC EDGAR 02/23/2026 - 04:30 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
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^*

Pensa Paul

(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)
	Contr, Prin. Acct.Officer

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		1,867(1)	A	$0.00	6,889	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.
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