Welcome to our dedicated page for Evercore SEC filings (Ticker: EVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Evercore Inc. filings document the regulatory record for a Delaware operating company with Class A common stock listed on the New York Stock Exchange under EVR. Current reports furnish operating and financial results, dividend-related announcements, material-event disclosures, governance changes and capital-structure matters for the firm’s advisory, equities and investment management businesses.
Proxy materials describe board composition, committee assignments, director compensation and annual-meeting governance matters. Other disclosures address material agreements, securities registered under Section 12(b), Inline XBRL exhibits and the formal presentation of segment results for Investment Banking & Equities and Investment Management.
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. is a Delaware-based independent investment banking firm whose Class A common stock trades on the NYSE under the symbol EVR. The company operates globally through two segments: Investment Banking & Equities and Investment Management.
In 2025, the Investment Banking & Equities segment generated $3.69 billion, or 98% of revenues excluding Other Revenue, net, while Investment Management generated $87.4 million, or 2%. Evercore advised on 806 advisory and underwriting transactions in 2025 and reported $15.5 billion of assets under management at Evercore Wealth Management as of December 31, 2025. As of February 11, 2026, there were 39,605,448 Class A and 45 Class B common shares outstanding. The firm employed approximately 2,570 people across 33 cities, with about 2,100 in Investment Banking & Equities, and highlights extensive global regulation, cybersecurity, human capital, competition and market conditions as key business risks.
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.
Wellington Management Group LLP and related entities reported beneficial ownership of Evercore Inc. Class A common stock. As of 12/31/2025, they beneficially owned 1,931,374 shares, representing 4.99% of the class. All voting and dispositive power is shared, with no sole authority reported.
The securities are owned of record by clients of Wellington investment advisers, whose clients receive dividends and sale proceeds. Wellington states the holdings are acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of Evercore.