EVR · Evercore Inc.
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
Insider Sentiment Score
Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Sell↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $340.88 to $344.56 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. |
Shares of Class A common stock, par value $0.01 per share
|
7,808 |
| 2026-06-10 | Robertson Sir Simon |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
364 |
| 2026-06-10 | MILLARD ROBERT B |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
815 |
| 2026-06-10 | Williamson Sarah K |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
727 |
| 2026-06-10 | OVERLOCK WILARD J JR |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
727 |
| 2026-06-10 | Harris Gail Block |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
364 |
| 2026-06-10 | WHEELER WILLIAM J |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
364 |
| 2026-06-10 | FUTTER ELLEN V |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
364 |
| 2026-06-10 | VARNEY CHRISTINE A |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
727 |
| 2026-06-10 | Carlton Pamela G |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
364 |
| 2026-03-06 | Williamson Sarah K |
Director |
Buy↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
This price represents the approximate weighted average price per share of Class A common stock of purchases that were executed at prices ranging from approximately $290.07 to $290.46 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock purchased at each price. |
Shares of Class A common stock, par value $0.01 per share
|
2,000 |
| 2026-02-19 | Lindsey-Clark Matthew |
Co-Head EMEA IB |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Shares of Class A common stock, par value $0.01 per share
|
7,638 |
| 2026-02-19 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Shares of Class A common stock, par value $0.01 per share
|
12,465 |
| 2026-02-19 | Altman Roger C |
Director, Founder and Senior Chairman |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Shares of Class A common stock, par value $0.01 per share
|
30,062 |
| 2026-02-19 | Klurfeld Jason |
General Counsel |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Shares of Class A common stock, par value $0.01 per share
|
8,799 |
| 2026-02-19 | Pensa Paul |
Contr, Prin. Acct.Officer |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Shares of Class A common stock, par value $0.01 per share
|
1,867 |
| 2026-02-19 | WEINBERG JOHN S |
Director, CEO/Chairman |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2027. |
Shares of Class A common stock, par value $0.01 per share
|
31,528 |
| 2026-02-13 | Klurfeld Jason |
General Counsel |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
374 |
| 2026-02-06 | Klurfeld Jason |
General Counsel |
Sell↓
|
Shares of Class A common stock, par value $0.01 per share
|
5,000 |
| 2026-02-05 | Pensa Paul |
Contr, Prin. Acct.Officer |
Sell↓
|
Shares of Class A common stock, par value $0.01 per share
|
1,450 |
| 2026-02-04 | Altman Roger C |
Director, Founder and Senior Chairman |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
13,554 |
| 2026-02-04 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
7,320 |
| 2026-02-04 | Pensa Paul |
Contr, Prin. Acct.Officer |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
1,255 |
| 2026-02-04 | Lindsey-Clark Matthew |
Co-Head EMEA IB |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
3,578 |
| 2026-02-04 | WEINBERG JOHN S |
Director, CEO/Chairman |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
13,360 |
| 2026-02-04 | Klurfeld Jason |
General Counsel |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
5,319 |
| 2025-12-31 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Convert↑
Filing footnotes — Class K Units of Evercore LP (Direct)
On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock |
Class K Units of Evercore LP
|
150,000 |
| 2025-12-31 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Convert↓
Filing footnotes — Class K-P Units of Evercore LP (Direct)
On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock |
Class K-P Units of Evercore LP
|
100,000 |
| 2025-12-09 | Carlton Pamela G |
Director |
Sell↓
|
Shares of Class A common stock, par value $0.01 per share
|
192 |
| 2025-11-06 | Altman Roger C |
Director, Founder and Senior Chairman |
Gift↓
Filing footnotes — Partnership units of Evercore LP (Direct)
Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. |
Partnership units of Evercore LP
|
33,400 |
| 2025-09-05 | Harris Gail Block |
Director |
Gift↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Ms. Harris has made a bona fide gift of these Evercore Inc. Class A Shares. |
Shares of Class A common stock, par value $0.01 per share
|
33 |
| 2025-08-22 | Altman Roger C |
Director, Founder and Senior Chairman |
Gift↓
Filing footnotes — Partnership units of Evercore LP (Direct)
Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. |
Partnership units of Evercore LP
|
33,400 |
| 2025-08-05 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Sell↓
|
Shares of Class A common stock, par value $0.01 per share
|
8,407 |
| 2025-08-01 | Klurfeld Jason |
General Counsel |
Sell↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
This price represents the approximate weighted average price per share of Class A common stock of sales that were executed at prices ranging from approximately $285.50 to $286.26 per share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares of Class A common stock sold at each price. |
Shares of Class A common stock, par value $0.01 per share
|
5,500 |
| 2025-07-31 | Altman Roger C |
Director, Founder and Senior Chairman |
Gift↓
Filing footnotes — Partnership units of Evercore LP (Direct)
Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution. |
Partnership units of Evercore LP
|
23,400 |
| 2025-06-11 | FUTTER ELLEN V |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
527 |
| 2025-06-11 | Carlton Pamela G |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
527 |
| 2025-06-11 | OVERLOCK WILARD J JR |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
1,054 |
| 2025-06-11 | WHEELER WILLIAM J |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
527 |
| 2025-06-11 | Robertson Sir Simon |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
527 |
| 2025-06-11 | Harris Gail Block |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
527 |
| 2025-06-11 | MILLARD ROBERT B |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
1,181 |
| 2025-06-11 | Williamson Sarah K |
Director |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will be delivered on June 11, 2026, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
1,054 |
| 2025-03-10 | Klurfeld Jason |
General Counsel |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These restricted stock units will vest on March 10, 2029, subject to accelerated vesting in certain circumstances. |
Shares of Class A common stock, par value $0.01 per share
|
30,000 |
| 2025-02-20 | Pensa Paul |
Contr, Prin. Acct.Officer |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. |
Shares of Class A common stock, par value $0.01 per share
|
2,196 |
| 2025-02-20 | Klurfeld Jason |
General Counsel |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. |
Shares of Class A common stock, par value $0.01 per share
|
8,318 |
| 2025-02-20 | Altman Roger C |
Director, Founder and Senior Chairman |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. |
Shares of Class A common stock, par value $0.01 per share
|
15,711 |
| 2025-02-20 | WEINBERG JOHN S |
Director, CEO/Chairman |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. |
Shares of Class A common stock, par value $0.01 per share
|
22,643 |
| 2025-02-20 | LaLonde Timothy Gilbert |
Chief Financial Officer |
Award↑
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
Restricted Stock Units, which vest in four equal annual installments beginning on February 4, 2026. |
Shares of Class A common stock, par value $0.01 per share
|
12,292 |
| 2025-02-13 | Klurfeld Jason |
General Counsel |
Tax↓
Filing footnotes — Shares of Class A common stock, par value $0.01 per share (Direct)
These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
Shares of Class A common stock, par value $0.01 per share
|
374 |