Director Sir Simon Robertson receives 364-share award in Evercore (EVR) stock

Q: Was the Evercore (EVR) transaction by Sir Simon Robertson a market purchase or a grant?

The transaction was a grant or award , not a market purchase. The Form 4 classifies it under code A, meaning a grant, award, or other acquisition as part of compensation, with no cash paid per share.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Robertson Sir Simon reported acquisition or exercise transactions in this Form 4 filing.

Evercore Inc. director Sir Simon Robertson reported a compensation-related equity award. On June 10, 2026, he received 364 shares of Evercore Class A common stock at a price of $0.00 per share, classified as a grant or award rather than an open-market purchase.

These shares are in the form of restricted stock units that are scheduled to be delivered on June 10, 2027, with provisions for accelerated vesting in certain circumstances. Following this award, Robertson directly holds 9,715 shares of Evercore Class A common stock.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Robertson Sir Simon

Role null

Type	Security	Shares	Price	Value
Grant/Award	Shares of Class A common stock, par value $0.01 per share	364	$0.00	--

Holdings After Transaction: Shares of Class A common stock, par value $0.01 per share — 9,715 shares (Direct, null)

Footnotes (1)

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Key Figures

Shares granted: 364 shares Grant price: $0.00 per share Shares held after: 9,715 shares +1 more

4 metrics

Shares granted 364 shares Equity award on June 10, 2026

Grant price $0.00 per share Grant or award acquisition

Shares held after 9,715 shares Direct holdings following transaction

RSU delivery date June 10, 2027 Scheduled restricted stock unit delivery

Key Terms

restricted stock units, Grant, award, or other acquisition, Class A common stock

3 terms

restricted stock units financial

"These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

Class A common stock financial

"Shares of Class A common stock, par value $0.01 per share"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

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Form 4 Insider Transactions: What Each Field Means →

06/12/2026 - 05:02 PM

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^*

Robertson Sir Simon

(Last)

(First)

(Middle)

C/O EVERCORE INC.

55 EAST 52ND STREET

(Street)

NEW YORK

10055

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Evercore Inc. [ EVR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Shares of Class A common stock, par value $0.01 per share	06/10/2026		A⁽¹⁾		364	A	$0.00	9,715	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances.

	/s/ Jason Klurfeld, as Attorney-in-Fact	06/12/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Evercore (EVR) disclose for Sir Simon Robertson?

Evercore reported that director Sir Simon Robertson received a grant of 364 shares of Class A common stock on June 10, 2026. The award was priced at $0.00 per share as part of equity compensation.

Was the Evercore (EVR) transaction by Sir Simon Robertson a market purchase or a grant?

The transaction was a grant or award, not a market purchase. The Form 4 classifies it under code A, meaning a grant, award, or other acquisition as part of compensation, with no cash paid per share.

When will Sir Simon Robertson’s restricted stock units in Evercore (EVR) be delivered?

The restricted stock units are scheduled to be delivered on June 10, 2027. The footnote states they may vest earlier in certain circumstances, creating potential for accelerated delivery if those conditions are met.

How many Evercore (EVR) shares does Sir Simon Robertson hold after this Form 4 transaction?

After the reported grant, Sir Simon Robertson directly holds 9,715 shares of Evercore Class A common stock. This total includes the newly awarded 364 shares reflected in the June 10, 2026 Form 4 filing.

What does Form 4 code A mean in the Evercore (EVR) insider filing?

Form 4 transaction code A indicates a grant, award, or other acquisition of securities. In this case, Sir Simon Robertson received 364 restricted stock units of Evercore Class A common stock as equity compensation, not via an open-market purchase.