Evercore Inc. SEC Filings

Evercore Inc. reported that its Board of Directors has appointed Christine Varney as a director, effective March 1, 2026, with her term expiring at the 2026 annual meeting of stockholders. She will serve on the Audit Committee and the Nominating and Corporate Governance Committee.

In line with Evercore’s non‑management director compensation policy, Ms. Varney will receive a one‑time RSU award valued at $50,000, generally vesting on the second anniversary of grant, with shares delivered upon vesting, plus standard non‑management director compensation.

The Board size was increased from ten to eleven directors, effective March 1, 2026, in connection with her appointment. The filing highlights Ms. Varney’s extensive antitrust and regulatory background, including senior roles at Cravath, the U.S. Department of Justice and the Federal Trade Commission.

Evercore Inc. filed a current report to furnish a press release announcing its financial results for the fourth quarter ended December 31, 2025. The press release, dated February 4, 2026, is included as Exhibit 99.1 and is designated as furnished rather than filed under the securities laws.

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) has a planned insider sale disclosed through a Form 144 notice. The filing covers the proposed sale of 192 shares of common stock through broker Merrill at an aggregate market value of $65,777.17, to be sold on or about 12/09/2025 on the NYSE. The filing notes that there were 38,680,117 shares of the same class outstanding.

The seller previously acquired 639 shares of Common Class A on 06/23/2025 as a stock bonus from Evercore, Inc., with the form describing the consideration as a bonus rather than a cash purchase. The signer represents that they are not aware of any undisclosed material adverse information about Evercore’s current or prospective operations.

Evercore Inc. (EVR): Wellington Management Group LLP and affiliated entities filed a Schedule 13G reporting beneficial ownership of 2,023,520 Class A shares, representing 5.24% of the class as of 09/30/2025.

The group reports 0 sole voting power and 1,706,226 shared voting power; 0 sole dispositive power and 2,023,520 shared dispositive power. The shares are held of record by clients of Wellington-affiliated investment advisers, and no single client is known to hold more than five percent of the class. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

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.

Evercore Inc. (EVR) received a Form 144 notice indicating an intended sale of 13,400 shares of Class A common stock. The filing lists Merrill Lynch as broker and the NYSE as the exchange, with an approximate sale date of 11/07/2025. The filing cites an aggregate market value of $4,053,478.92 for the proposed sale.

The securities to be sold were acquired on 11/06/2025 via a conversion of limited partnership units from Evercore Inc., with consideration noted as granted as part of issuer equity compensation plan. The filing also reports a prior sale within the last three months: on 08/22/2025, 33,400 shares of Class A common stock were sold for $10,704,702.61 in gross proceeds. The filing lists 38,678,117 shares outstanding for the class.

Evercore Inc. (EVR) reported a stronger Q3 2025, led by advisory activity. Total revenues were $1,045.994 million vs. $738.420 million a year ago, with Advisory Fees at $883.712 million. Net income attributable to Evercore Inc. was $144.583 million, and diluted EPS was $3.41 vs. $1.86.

Expenses were $822.678 million, reflecting higher compensation and technology spending. For the nine months, operating cash flow was $448.997 million, financing used $409.213 million, and investing used $88.230 million. The balance sheet showed $851.908 million in cash and equivalents, total assets of $4,422.246 million, notes payable of $540.353 million, and total equity of $2,085.660 million.

Evercore closed the acquisition of Robey Warshaw on October 1, 2025. Consideration included £71,250 ($95,755) at closing in the form of 275 Class A shares, £74,813 due on the first anniversary (in cash or shares), and contingent consideration over multiple years tied to performance. The company recorded $3.516 million of acquisition and transition costs in Q3. Year-to-date, Evercore repurchased 1,912,169 shares for $506.197 million and paid dividends of $107.788 million. Class A shares outstanding were 38,678,117 as of October 22, 2025.