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.
This Evercore Inc. (NYSE: EVR) filings page provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Evercore is a Delaware-incorporated global independent investment banking advisory firm whose Class A common stock is listed on the New York Stock Exchange under the symbol EVR. Its SEC filings offer detail on financial results, capital structure decisions and significant corporate transactions.
Among the key documents available are Form 8-K current reports. Evercore uses 8-K filings to furnish press releases announcing quarterly financial results, as reflected in filings that reference results for specific quarters. Other 8-Ks describe material definitive agreements and corporate actions, such as a note purchase agreement for the private placement of senior notes that includes covenants on leverage and consolidated tangible net worth, and an agreement by a subsidiary, Evercore LP, to acquire Robey Warshaw, an independent advisory firm headquartered in the United Kingdom, with consideration involving cash and shares of Evercore’s Class A common stock.
Filings also confirm Evercore’s securities registration details, including its incorporation in Delaware and the listing of its Class A common stock on the New York Stock Exchange. Through this page, users can review the text of Evercore’s 8-Ks and related exhibits, such as forms of senior notes and note purchase agreements, as they are made available via EDGAR.
Stock Titan enhances these filings with AI-powered summaries that explain the significance of each document in clear language. Users can quickly understand the context of quarterly results announcements, capital-raising transactions, acquisitions and other reported events, while still having the option to read the full original filings for complete detail.
Roger C. Altman, Founder and Senior Chairman of Evercore Inc. (EVR), reported a transfer of 33,400 partnership units of Evercore LP. Those partnership units are exchangeable, subject to agreement terms, on a roughly one-to-one basis for Evercore Inc. Class A common stock. After the reported transaction, Mr. Altman’s beneficial ownership of Evercore LP partnership units is 137,134 units held directly. The filing states the 33,400 units were a bona fide gift to the Altman Kazickas Foundation, a not-for-profit institution, rather than a sale.
Evercore Inc. insider filing reports a proposed sale of 33,400 shares of Class A common stock through Merrill Lynch on the NYSE, with an aggregate market value of $10,704,702.61 and approximately 38,597,943 shares outstanding. The shares are scheduled for sale on 08/22/2025 and were acquired the same day via conversion of limited partnership units under the issuer's equity compensation plan.
The filing also discloses a prior sale by Roger Altman of 23,400 Class A shares on 07/31/2025 for gross proceeds of $7,062,920.23. The filer affirms they are not aware of any undisclosed material adverse information about the issuer.
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