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Evercore Inc. SEC Filings

EVR NYSE

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.

Rhea-AI Summary

Evercore Inc. announced it has furnished a press release with its financial results for the third quarter ended September 30, 2025. The press release is included as Exhibit 99.1 to a Form 8‑K and is stated as furnished, not filed. The submission also includes Inline XBRL cover page information (Exhibits 101 and 104). Evercore’s Class A common stock trades on the NYSE under the symbol EVR.

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Rhea-AI Summary

Evercore Inc. (EVR) director Gail Harris reported a gift of Class A common stock on Form 4. The filing shows a transaction dated 09/05/2025 in which 33 shares were disposed of as a bona fide gift at a reported price of $0.00. After the transaction, Ms. Harris is recorded as beneficially owning 39,787 shares, held directly. The form was signed by an attorney-in-fact on 09/09/2025. The disclosure reflects a small, non‑compensatory transfer and documents compliance with Section 16 reporting requirements.

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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.

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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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FAQ

How many Evercore (EVR) SEC filings are available on StockTitan?

StockTitan tracks 63 SEC filings for Evercore (EVR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Evercore (EVR)?

The most recent SEC filing for Evercore (EVR) was filed on October 29, 2025.