[Form 4] Evercore Inc. Insider Trading Activity
Evercore Inc. (EVR): Founder and Senior Chairman Roger C. Altman reported a bona fide gift of 33,400 Evercore LP partnership units on November 6, 2025 to the Altman Kazickas Foundation, a not-for-profit institution.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Evercore Inc. (EVR): Founder and Senior Chairman Roger C. Altman reported a bona fide gift of 33,400 Evercore LP partnership units on November 6, 2025 to the Altman Kazickas Foundation, a not-for-profit institution. These partnership units are, subject to certain restrictions, exchangeable on a one-to-one basis for Evercore Inc. Class A common stock, with customary adjustments for splits, dividends and reclassifications.
Following the reported transaction, Mr. Altman beneficially owned 103,734 derivative securities directly, as disclosed.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Partnership units of Evercore LP | 33,400 | $0.00 | $0.00 |
Footnotes (2)
- F1. Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.
- F2. Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.
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