Insiders · EVR

EVR insider transactions

Evercore Inc. (EVR) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.

EVR insiders

Everyone who has filed a Form 3, 4, 5 or 144 at Evercore Inc., latest first. Follow anyone to get their next filing.

• Timothy Gilbert LaLondeChief Financial Officer, since March 2023-$7.36M
• Sarah K WilliamsonDirector+$581K
• William J WheelerDirector
• Christine A VarneyDirector, since March 2026
• Sir Simon RobertsonDirector
• Wilard J Overlock JrDirector
• Robert B MillardDirector
• Gail Block HarrisDirector
• Ellen V FutterDirector
• Pamela G CarltonDirector-$448K
• John S WeinbergCEO/Chairman, Director
• Paul PensaContr, Prin. Acct.Officer-$1.86M
• Matthew Lindsey-ClarkCo-Head EMEA IB, since April 2025
• Jason KlurfeldGeneral Counsel-$6.08M
• Roger C AltmanFounder and Senior Chairman, Director
• Edward S HymanVice Chair EVR & Chairman EISI-$77.1M
• Richard I BeattieDirector-$987K
• Celeste MelletOfficer, since September 2021
• Ralph SchlossteinOfficer, Director-$52.5M
• Robert B WalshOfficer-$8.32M
• Kendrick R Wilson IIIDirector

Recent Form 3, 4, and 5 filings for EVR

• 146d
  Chief Financial Officer Lalonde Timothy Gilbert sold $2,678,595 worth of Shares of Class A common stock (7,808 units at $343.06), decreasing direct ownership by 18% to 34,800 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Wheeler William J was granted 364 units of Shares of Class A common stock, increasing direct ownership by 3% to 12,642 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Williamson Sarah K was granted 727 units of Shares of Class A common stock, increasing direct ownership by 5% to 14,072 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Varney Christine A was granted 727 units of Shares of Class A common stock, increasing direct ownership by 463% to 884 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Robertson Sir Simon was granted 364 units of Shares of Class A common stock, increasing direct ownership by 4% to 9,715 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Overlock Wilard J Jr was granted 727 units of Shares of Class A common stock, increasing direct ownership by 5% to 15,279 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Millard Robert B was granted 815 units of Shares of Class A common stock, increasing direct ownership by 2% to 53,497 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Harris Gail Block was granted 364 units of Shares of Class A common stock, increasing direct ownership by 0.91% to 40,151 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Futter Ellen V was granted 364 units of Shares of Class A common stock, increasing direct ownership by 5% to 7,312 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 149d
  Director Carlton Pamela G was granted 364 units of Shares of Class A common stock, increasing direct ownership by 10% to 3,845 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 233d
  SEC Form 3 filed by new insider Varney Christine A

  3 - Evercore Inc. (0001360901) (Issuer)
• 243d
  Director Williamson Sarah K bought $580,860 worth of Shares of Class A common stock (2,000 units at $290.43), increasing direct ownership by 18% to 13,345 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 258d
  CEO/Chairman Weinberg John S was granted 31,528 units of Shares of Class A common stock, increasing direct ownership by 5% to 636,890 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 258d
  Contr, Prin. Acct.Officer Pensa Paul was granted 1,867 units of Shares of Class A common stock, increasing direct ownership by 37% to 6,889 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 258d
  Co-Head EMEA IB Lindsey-Clark Matthew was granted 7,638 units of Shares of Class A common stock, increasing direct ownership by 38% to 27,847 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 258d
  Chief Financial Officer Lalonde Timothy Gilbert was granted 12,465 units of Shares of Class A common stock, increasing direct ownership by 41% to 42,608 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 258d
  General Counsel Klurfeld Jason was granted 8,799 units of Shares of Class A common stock, increasing direct ownership by 18% to 57,793 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 258d
  Founder and Senior Chairman Altman Roger C was granted 30,062 units of Shares of Class A common stock, increasing direct ownership by 56% to 84,152 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 264d
  General Counsel Klurfeld Jason covered exercise/tax liability with 374 units of Shares of Class A common stock, decreasing direct ownership by 0.76% to 48,994 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 275d
  Founder and Senior Chairman Altman Roger C covered exercise/tax liability with 13,554 units of Shares of Class A common stock, decreasing direct ownership by 20% to 54,090 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 275d
  General Counsel Klurfeld Jason covered exercise/tax liability with 5,319 units of Shares of Class A common stock and sold $1,800,000 worth of Shares of Class A common stock (5,000 units at $360.00), decreasing direct ownership by 17% to 49,368 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 275d
  Contr, Prin. Acct.Officer Pensa Paul covered exercise/tax liability with 1,255 units of Shares of Class A common stock and sold $507,950 worth of Shares of Class A common stock (1,450 units at $350.31), decreasing direct ownership by 35% to 5,022 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 275d
  Co-Head EMEA IB Lindsey-Clark Matthew covered exercise/tax liability with 3,578 units of Shares of Class A common stock, decreasing direct ownership by 15% to 20,209 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 275d
  CEO/Chairman Weinberg John S covered exercise/tax liability with 13,360 units of Shares of Class A common stock, decreasing direct ownership by 2% to 605,362 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 275d
  Chief Financial Officer Lalonde Timothy Gilbert covered exercise/tax liability with 7,320 units of Shares of Class A common stock, decreasing direct ownership by 20% to 30,143 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 310d
  SEC Form 4 filed by Chief Financial Officer Lalonde Timothy Gilbert

  4 - Evercore Inc. (0001360901) (Issuer)
• 332d
  Director Carlton Pamela G sold $65,877 worth of Shares of Class A common stock (192 units at $343.11), decreasing direct ownership by 5% to 3,481 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 363d
  SEC Form 4 filed by Founder and Senior Chairman Altman Roger C

  4 - Evercore Inc. (0001360901) (Issuer)
• 425d
  Director Harris Gail Block gifted 33 units of Shares of Class A common stock, decreasing direct ownership by 0.08% to 39,787 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 440d
  SEC Form 4 filed by Founder and Senior Chairman Altman Roger C

  4 - Evercore Inc. (0001360901) (Issuer)
• 458d
  Chief Financial Officer Lalonde Timothy Gilbert sold $2,483,764 worth of Shares of Class A common stock (8,407 units at $295.44), decreasing direct ownership by 18% to 37,463 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 460d
  General Counsel Klurfeld Jason sold $1,572,175 worth of Shares of Class A common stock (5,500 units at $285.85), decreasing direct ownership by 8% to 59,687 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 464d
  SEC Form 4 filed by Founder and Senior Chairman Altman Roger C

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Futter Ellen V was granted 527 units of Shares of Class A common stock, increasing direct ownership by 8% to 6,948 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Millard Robert B was granted 1,181 units of Shares of Class A common stock, increasing direct ownership by 2% to 52,682 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Williamson Sarah K was granted 1,054 units of Shares of Class A common stock, increasing direct ownership by 10% to 11,345 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Wheeler William J was granted 527 units of Shares of Class A common stock, increasing direct ownership by 4% to 12,278 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Overlock Wilard J Jr was granted 1,054 units of Shares of Class A common stock, increasing direct ownership by 8% to 14,552 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Harris Gail Block was granted 527 units of Shares of Class A common stock, increasing direct ownership by 1% to 39,820 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Robertson Sir Simon was granted 527 units of Shares of Class A common stock, increasing direct ownership by 6% to 9,351 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 514d
  Director Carlton Pamela G was granted 527 units of Shares of Class A common stock, increasing direct ownership by 17% to 3,673 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 541d
  New insider Lindsey-Clark Matthew claimed ownership of 23,787 units of Shares of Class A common stock (SEC Form 3)

  3 - Evercore Inc. (0001360901) (Issuer)
• 606d
  General Counsel Klurfeld Jason was granted 30,000 units of Shares of Class A common stock, increasing direct ownership by 85% to 65,187 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 622d
  CEO/Chairman Weinberg John S was granted 22,643 units of Shares of Class A common stock, increasing direct ownership by 4% to 618,722 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 622d
  Contr, Prin. Acct.Officer Pensa Paul was granted 2,196 units of Shares of Class A common stock, increasing direct ownership by 40% to 7,727 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 622d
  Chief Financial Officer Lalonde Timothy Gilbert was granted 12,292 units of Shares of Class A common stock, increasing direct ownership by 37% to 45,870 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 622d
  General Counsel Klurfeld Jason was granted 8,318 units of Shares of Class A common stock, increasing direct ownership by 31% to 35,187 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 622d
  Founder and Senior Chairman Altman Roger C was granted 15,711 units of Shares of Class A common stock, increasing direct ownership by 30% to 67,644 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 628d
  General Counsel Klurfeld Jason covered exercise/tax liability with 374 units of Shares of Class A common stock, decreasing direct ownership by 1% to 26,869 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 632d
  Founder and Senior Chairman Altman Roger C gifted 16,300 units of Shares of Class A common stock, decreasing direct ownership by 24% to 51,933 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 636d
  Contr, Prin. Acct.Officer Pensa Paul sold $523,922 worth of Shares of Class A common stock (1,863 units at $281.23), decreasing direct ownership by 25% to 5,531 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 636d
  Vice Chair EVR & Chairman EISI Hyman Edward S sold $15,521,361 worth of Shares of Class A common stock (55,825 units at $278.04), decreasing direct ownership by 3% to 1,643,035 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 640d
  CEO/Chairman Weinberg John S covered exercise/tax liability with 15,003 units of Shares of Class A common stock, decreasing direct ownership by 2% to 596,079 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 640d
  Contr, Prin. Acct.Officer Pensa Paul covered exercise/tax liability with 1,309 units of Shares of Class A common stock, decreasing direct ownership by 15% to 7,394 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 640d
  Founder and Senior Chairman Altman Roger C covered exercise/tax liability with 15,713 units of Shares of Class A common stock, decreasing direct ownership by 19% to 68,233 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 640d
  Chief Financial Officer Lalonde Timothy Gilbert covered exercise/tax liability with 6,985 units of Shares of Class A common stock, decreasing direct ownership by 17% to 33,578 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 640d
  Vice Chair EVR & Chairman EISI Hyman Edward S covered exercise/tax liability with 7,659 units of Shares of Class A common stock, decreasing direct ownership by 0.45% to 1,698,860 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 640d
  General Counsel Klurfeld Jason covered exercise/tax liability with 5,121 units of Shares of Class A common stock, decreasing direct ownership by 16% to 27,243 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 716d
  Vice Chair EVR & Chairman EISI Hyman Edward S sold $12,766,957 worth of Shares of Class A common stock (41,557 units at $307.22), decreasing direct ownership by 2% to 1,706,519 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)
• 719d
  Vice Chair EVR & Chairman EISI Hyman Edward S sold $8,566,223 worth of Shares of Class A common stock (28,690 units at $298.58), decreasing direct ownership by 2% to 1,748,076 units (SEC Form 4)

  4 - Evercore Inc. (0001360901) (Issuer)