Every Form 4 that Evercore Inc. (EVR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow EVR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EVR filings page.
Evercore Inc. Chief Financial Officer Timothy Gilbert LaLonde sold 7,808 shares of Class A common stock in an open-market transaction. The shares were sold on June 11, 2026 at a weighted average price of about $343.06 per share, with individual sale prices ranging from approximately $340.88 to $344.56 per share. Following this sale, he holds 34,800 shares of Evercore Class A common stock directly.
Williamson Sarah K reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Sarah K. Williamson received an equity award in the form of 727 shares of Class A common stock, granted at no cash cost to her. These shares are structured as restricted stock units that are scheduled to be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. Following this compensation-related grant, her direct holdings increased to 14,072 shares of Evercore Class A common stock.
WHEELER WILLIAM J reported acquisition or exercise transactions in this Form 4 filing.
Evercore director William J. Wheeler reported receiving an award of 364 shares of Class A common stock in the form of restricted stock units at $0.00 per share. These units are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Wheeler directly holds 12,642 Class A shares.
Evercore Inc. director Christine A. Varney reported an equity compensation grant on Form 4. She acquired 727 shares of Class A common stock at a stated price of $0.00 per share as a grant or award, increasing her directly held position to 884 shares after the transaction.
According to the footnote, these are restricted stock units that are scheduled to be delivered on June 10, 2027, with the possibility of accelerated vesting in certain circumstances. This reflects routine, compensation-related equity rather than an open-market purchase.
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.
OVERLOCK WILARD J JR reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Willard J. Overlock Jr. received an equity compensation grant of 727 restricted stock units representing shares of Class A common stock. The units were awarded at no cash cost and are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Overlock directly holds 15,279 shares of Evercore Class A common stock. This reflects routine stock-based compensation rather than an open-market share purchase or sale.
MILLARD ROBERT B reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Robert B. Millard received an equity award of 815 shares of Class A common stock in the form of restricted stock units at no cost. These units are scheduled to be delivered on June 10, 2027, and his direct holdings after the award total 53,497 shares.
Evercore Inc. director Harris Gail Block received an equity grant of 364 shares of Class A common stock. The shares were acquired as a grant or award at a stated price of $0.00 per share, increasing Block’s direct holdings to 40,151 shares after the transaction.
According to the footnote, these restricted stock units are scheduled to be delivered on June 10, 2027, with the potential for accelerated vesting in certain circumstances. This filing reflects routine, compensation-related equity awards rather than an open-market purchase or sale.
FUTTER ELLEN V reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Ellen V. Futter received a grant of 364 restricted stock units representing Class A common stock on June 10, 2026, at no purchase price. These units are scheduled to be delivered on June 10, 2027, subject to possible accelerated vesting, increasing her direct holdings to 7,312 shares.
Evercore Inc. reported that director Pamela G. Carlton received an award of 364 shares of Class A common stock as a grant or other acquisition at no cash cost per share. Following this award, she directly holds 3,845 Class A shares.
The footnotes state these restricted stock units are scheduled to be delivered on June 10, 2027, with the possibility of accelerated vesting in certain circumstances.
Evercore Inc. director Sarah K. Williamson bought 2,000 shares of Class A common stock in an open-market purchase. The shares were acquired at a weighted average price of about $290.43 per share, with individual trade prices ranging from approximately $290.07 to $290.46. Following this transaction, she directly holds 13,345 Evercore Class A shares.
WEINBERG JOHN S reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. reported that CEO and Chairman John S. Weinberg received an award of 31,528 shares of Class A common stock in the form of restricted stock units. These RSUs vest in four equal annual installments beginning on February 4, 2027. Following this grant, Weinberg directly owns 636,890 Evercore Class A shares. This is a compensation-related equity award rather than an open-market purchase.
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.
Lindsey-Clark Matthew reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. Co-Head of EMEA Investment Banking Matthew Lindsey-Clark received a grant of 7,638 shares of Class A common stock in the form of restricted stock units. These units vest in four equal annual installments beginning on February 4, 2027, meaning the shares are delivered over time as long-term compensation.
After this award, Lindsey-Clark directly holds a total of 27,847 Evercore Class A shares. Because the grant price is listed as $0.00 per share, this reflects an equity incentive award rather than an open-market purchase.
LaLonde Timothy Gilbert reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc.'s Chief Financial Officer, Timothy Gilbert LaLonde, received an equity award of 12,465 shares of Class A common stock on February 19, 2026. The award represents restricted stock units that will vest in four equal annual installments beginning on February 4, 2027. After this grant, he directly owns 42,608 shares.
Klurfeld Jason reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. reported that its General Counsel, Jason Klurfeld, received an equity award tied to its Class A common stock. On the reported date, he was granted 8,799 restricted stock units (RSUs) at a price of $0.00 per share, reflecting non-cash compensation. These RSUs vest in four equal annual installments beginning on February 4, 2027, so the value will be realized over time as they vest. Following this grant, Klurfeld’s direct ownership increased to 57,793 shares of Evercore Class A common stock.
Altman Roger C reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director and Founder and Senior Chairman Roger C. Altman reported an equity award of 30,062 shares of Class A common stock on February 19, 2026, recorded at no purchase price. A footnote explains these are restricted stock units that vest in four equal annual installments beginning on February 4, 2027. Following this grant, Altman’s directly held share balance is 84,152 shares.
Evercore Inc. General Counsel Jason Klurfeld reported a tax-withholding disposition of company stock. On 02/13/2026, 374 shares of Class A common stock were surrendered to Evercore Inc. at $328.56 per share to cover taxes on vesting restricted stock units. Following this non-market transaction, he directly beneficially owned 48,994 Evercore Class A shares.
Evercore Inc. founder and Senior Chairman Roger C. Altman reported a tax-related share surrender. On 02/04/2026, he surrendered 13,554 shares of Evercore Class A common stock at $346.2325 per share to Evercore to pay taxes tied to vesting of earlier restricted stock unit awards. After this transaction, he directly beneficially owns 54,090 Evercore Class A shares.
Evercore Inc. General Counsel Jason Klurfeld reported two transactions in Class A common stock. On February 4, 2026, he surrendered 5,319 shares at $346.2325 per share to Evercore to cover taxes on vesting restricted stock units. On February 6, 2026, he sold 5,000 shares at $360 per share in an open-market sale. After these transactions, he directly owned 49,368 shares of Evercore Class A common stock.
Evercore Inc. principal accounting officer Paul Pensa reported two transactions in Class A common stock. On February 4, 2026, he surrendered 1,255 shares at $346.2325 per share to Evercore to cover taxes on vesting restricted stock units. On February 5, 2026, he sold 1,450 shares at $350.31 per share in an open-market transaction, leaving him with 5,022 shares held directly.
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.
Evercore Inc. CEO and Chairman John S. Weinberg surrendered 13,360 shares of Evercore Class A common stock on February 4, 2026, at a reported price of $346.2325 per share. According to the filing, these shares were turned over to Evercore to pay taxes tied to the vesting of previously granted restricted stock units. After this tax-related transaction, Weinberg beneficially owns 605,362 Evercore Class A shares directly.
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.
Evercore Inc. reported an insider equity change for its Chief Financial Officer on December 31, 2025. The Form 4 shows that 100,000 Class K-P Units of Evercore LP were converted into 150,000 Class K Units of Evercore LP based on the achievement of service conditions and performance targets.
According to the disclosure, these 150,000 Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis into 150,000 shares of Evercore Inc. Class A common stock without payment of any consideration, as reflected by the $0.00 price. Following the transactions, the reporting person beneficially owns 150,000 derivative securities linked to Class A common stock, all held directly.
Evercore Inc. director files Form 4 reporting a small stock sale. On 12/09/2025, the reporting person sold 192 shares of Evercore Inc. Class A common stock at a price of $343.11 per share. After this transaction, the reporting person beneficially owns 3,481 shares of Evercore Class A common stock in direct form. The filing notes that it is made by a single reporting person in the capacity of director.
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.