Evercore (EVR) CFO LaLonde surrenders 7,320 shares to cover tax withholding

Rhea-AI Filing Summary

Evercore Inc. Chief Financial Officer Form 4 filing shows that CFO Timothy Gilbert LaLonde surrendered 7,320 shares of Evercore Class A common stock on February 4, 2026. The shares were transferred to Evercore to cover taxes triggered by the vesting of previously granted restricted stock unit awards, and he held 30,143 shares afterward.

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

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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^*

LaLonde Timothy Gilbert

(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)
	Chief Financial Officer

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)		7,320	D	$346.2325	30,143	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
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FAQ

What insider transaction did Evercore (EVR) report in this Form 4?

Evercore reported its CFO, Timothy Gilbert LaLonde, surrendered 7,320 Class A common shares. The shares went back to Evercore to pay taxes due on vesting of earlier restricted stock unit awards, rather than being sold on the open market.

Was the Evercore (EVR) CFO’s Form 4 transaction an open market sale?

No, the transaction was not an open market sale. The CFO surrendered 7,320 shares to Evercore Inc. itself to satisfy tax withholding obligations arising from the vesting of previously granted restricted stock unit awards.

How many Evercore (EVR) shares does the CFO hold after this Form 4 transaction?

After the reported transaction, CFO Timothy Gilbert LaLonde beneficially owned 30,143 shares of Evercore Class A common stock. This figure reflects his direct holdings following the surrender of 7,320 shares for tax payment purposes related to vesting awards.

What price per share was used in the Evercore (EVR) CFO tax surrender?

The Form 4 states a price of $346.2325 per share for the 7,320 surrendered shares. This price is typically used to calculate the tax withholding value when restricted stock units vest and shares are delivered to cover associated tax obligations.

Who is the reporting person in the Evercore (EVR) February 2026 Form 4?

The reporting person is Timothy Gilbert LaLonde, Evercore Inc.’s Chief Financial Officer. He filed the Form 4 for a February 4, 2026 transaction involving the surrender of 7,320 Class A common shares to cover taxes on vested restricted stock unit awards.

What is the nature of ownership reported for the Evercore (EVR) CFO shares?

The Form 4 shows the CFO’s holdings as directly owned, marked with ownership form “D.” After surrendering 7,320 shares for tax withholding, he directly held 30,143 Evercore Class A common shares, with no indirect ownership entity noted in the filing excerpt.