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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Evercore's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Evercore's regulatory disclosures and financial reporting.
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.
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.
An insider of EVR has filed a Rule 144 notice to sell 5,000 Class A shares through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 02/06/2026. The filing lists an aggregate market value of $1,800,000.00 for the planned sale and notes that 38,678,117 shares of this class were outstanding at the time referenced.
The 5,000 shares to be sold were acquired on 02/04/2026 via restricted stock vesting from the issuer as compensation, rather than a cash purchase. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.