Skip to main content

Evercore Inc.

EVR
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001360901

No open-market purchases or sales by Evercore Inc. insiders were filed in the last 90 days; 714 institutions reported holding it in 13F filings for Q2 2026, worth $12.2B in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Evercore Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
0 filings
Insiders trading
0
Net value
$0
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Evercore Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Evercore Inc.
NameTitleLast reported holdingLast filingFilings, past year
LaLonde Timothy GilbertChief Financial Officer34,800Jun 15, 20264
Varney Christine ADirector884Jun 12, 20261
Millard Robert BDirector53,497Jun 12, 20261
Futter Ellen VDirector7,312Jun 12, 20261
Overlock Wilard J JrDirector15,279Jun 12, 20261
Wheeler William JDirector12,642Jun 12, 20261
Harris Gail BlockDirector40,151Jun 12, 20261
Carlton Pamela GDirector3,845Jun 12, 20262
Robertson Sir SimonDirector9,715Jun 12, 20261
Williamson Sarah KDirector14,072Jun 12, 20262
Weinberg John SCEO/Chairman636,890Feb 23, 20262
Altman Roger CFounder and Senior Chairman84,152Feb 23, 20263
Pensa PaulContr, Prin. Acct.Officer6,889Feb 23, 20262
Klurfeld JasonGeneral Counsel57,793Feb 23, 20263
Lindsey-Clark MatthewCo-Head EMEA IB27,847Feb 23, 20262
Hyman Edward SVice Chair EVR & Chairman EISI1,643,035Feb 10, 20250
Beattie Richard IDirector17,000Dec 7, 20230
Brown Celeste MChief Financial Officer33,495Jul 8, 20220
Schlosstein RalphCo-CEO/Co-Chairman239,674Feb 17, 20220

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jun 15, 2026 (view filing)Jun 114 daysLaLonde Timothy GilbertChief Financial OfficerSSaleShares of Class A common stock, par value $0.01 per share−7.81K$343.06−$2.68M−18.3%34.8K after
Mar 10, 2026 (view filing)Mar 64 daysWilliamson Sarah KDirectorPPurchaseShares of Class A common stock, par value $0.01 per share+2.00K$290.43+$580.9K+17.6%13.3K after
Feb 6, 2026 (view filing)Feb 6Same dayKlurfeld JasonGeneral CounselSSaleShares of Class A common stock, par value $0.01 per share−5.00K$360.00−$1.80M−9.2%49.4K after
Feb 6, 2026 (view filing)Feb 51 dayPensa PaulContr, Prin. Acct.OfficerSSaleShares of Class A common stock, par value $0.01 per share−1.45K$350.31−$507.9K−22.4%5.02K after
Dec 11, 2025 (view filing)Dec 92 daysCarlton Pamela GDirectorSSaleShares of Class A common stock, par value $0.01 per share−192$343.11−$65.9K−5.2%3.48K after
Aug 7, 2025 (view filing)Aug 52 daysLaLonde Timothy GilbertChief Financial OfficerSSaleShares of Class A common stock, par value $0.01 per share−8.41K$295.44−$2.48M−18.3%37.5K after
Aug 5, 2025 (view filing)Aug 14 daysKlurfeld JasonGeneral CounselSSaleShares of Class A common stock, par value $0.01 per share−5.50K$285.85−$1.57M−8.4%59.7K after
Feb 10, 2025 (view filing)Feb 73 daysPensa PaulContr, Prin. Acct.OfficerSSaleShares of Class A common stock, par value $0.01 per share−1.86K$281.23−$523.9K−25.2%5.53K after
Feb 10, 2025 (view filing)Feb 6-104 daysHyman Edward SVice Chair EVR & Chairman EISISSaleShares of Class A common stock, par value $0.01 per share−55.8K$278.04−$15.5M−3.3%1.64M after3 lots
Nov 22, 2024 (view filing)Nov 20-222 daysHyman Edward SVice Chair EVR & Chairman EISISSaleShares of Class A common stock, par value $0.01 per share−41.6K$307.22−$12.8M−2.4%1.71M after3 lots
Nov 19, 2024 (view filing)Nov 15-194 daysHyman Edward SVice Chair EVR & Chairman EISISSaleShares of Class A common stock, par value $0.01 per share−28.7K$298.58−$8.57M−1.6%1.75M after3 lots
Nov 14, 2024 (view filing)Nov 12-142 daysHyman Edward SVice Chair EVR & Chairman EISISSaleShares of Class A common stock, par value $0.01 per share−33.5K$304.33−$10.2M−1.9%1.78M after3 lots
Nov 8, 2024 (view filing)Nov 6-82 daysHyman Edward SVice Chair EVR & Chairman EISISSaleShares of Class A common stock, par value $0.01 per share−96.3K$312.50−$30.1M−5.0%1.81M after3 lots
Aug 22, 2024 (view filing)Aug 211 dayLaLonde Timothy GilbertChief Financial OfficerSSaleShares of Class A common stock, par value $0.01 per share−3.75K$238.72−$895.2K−8.5%40.6K after
Jul 31, 2024 (view filing)Jul 292 daysCarlton Pamela GDirectorSSaleShares of Class A common stock, par value $0.01 per share−534$247.07−$131.9K−14.5%3.15K after
Feb 14, 2024 (view filing)Feb 131 dayLaLonde Timothy GilbertChief Financial OfficerSSaleShares of Class A common stock, par value $0.01 per share−3.34K$178.74−$596.5K−10.9%27.3K after10b5-1
Feb 12, 2024 (view filing)Feb 84 daysKlurfeld JasonGeneral CounselSSaleShares of Class A common stock, par value $0.01 per share−5.88K$173.21−$1.02M−21.0%22.1K after10b5-1
Feb 8, 2024 (view filing)Feb 71 dayPensa PaulContr, Prin. Acct.OfficerSSaleShares of Class A common stock, par value $0.01 per share−1.54K$170.38−$262.4K−25.7%4.45K after10b5-1
Feb 5, 2024 (view filing)Feb 14 daysLaLonde Timothy GilbertChief Financial OfficerSSaleShares of Class A common stock, par value $0.01 per share−2.50K$173.51−$433.8K−6.3%37.2K after10b5-1
Dec 7, 2023 (view filing)Dec 52 daysBeattie Richard IDirectorSSaleShares of Class A common stock, par value $0.01 per share−6.52K$151.31−$986.8K−27.7%17.0K after10b5-1
Aug 16, 2023 (view filing)Aug 142 daysCarlton Pamela GDirectorSSaleShares of Class A common stock, par value $0.01 per share−592$136.69−$80.9K−16.3%3.04K after
Jun 2, 2023 (view filing)May 312 daysLaLonde Timothy GilbertChief Financial OfficerSSaleShares of Class A common stock, par value $0.01 per share−2.50K$108.88−$272.2K−5.9%39.7K after
Mar 3, 2023 (view filing)Mar 12 daysBeattie Richard IDirectorSSaleShares of Class A common stock, par value $0.01 per share−5.00K$130.90−$654.5K−18.2%22.5K after
Feb 15, 2023 (view filing)Feb 13-152 daysKlurfeld JasonGeneral CounselSSaleShares of Class A common stock, par value $0.01 per share−5.59K$133.14−$744.0K−14.7%32.5K after2 lots
Feb 9, 2023 (view filing)Feb 72 daysPensa PaulContr, Prin. Acct.Officer, CFOSSaleShares of Class A common stock, par value $0.01 per share−2.23K$131.05−$291.6K−39.5%3.41K after
Feb 7, 2023 (view filing)Feb 61 dayKlurfeld JasonGeneral CounselSSaleShares of Class A common stock, par value $0.01 per share−4.51K$135.00−$609.1K−15.7%24.3K after
Jul 29, 2022 (view filing)Jul 281 dayCarlton Pamela GDirectorSSaleShares of Class A common stock, par value $0.01 per share−322$96.25−$31.0K−11.2%2.56K after
Mar 3, 2022 (view filing)Mar 12 daysCarlton Pamela GDirectorSSaleShares of Class A common stock, par value $0.01 per share−327$125.15−$40.9K−16.1%1.70K after
Feb 10, 2022 (view filing)Feb 82 daysPensa PaulContr., Principal Acct.OfficerSSaleShares of Class A common stock, par value $0.01 per share−1.20K$129.25−$154.7K−18.3%5.35K after
Nov 24, 2021 (view filing)Nov 22-232 daysSchlosstein RalphCo-CEO/Co-ChairmanSSaleShares of Class A common stock, par value $0.01 per share−119.6K$150.45−$18.0M−34.6%226.2K after2 lots
Nov 18, 2021 (view filing)Nov 16-172 daysSchlosstein RalphCo-CEO/Co-ChairmanSSaleShares of Class A common stock, par value $0.01 per share−83.0K$154.33−$12.8M−19.4%345.9K after2 lots
Nov 3, 2021 (view filing)Nov 1-22 daysSchlosstein RalphCo-CEO/Co-ChairmanSSaleShares of Class A common stock, par value $0.01 per share−18.6K$154.89−$2.88M−4.2%428.9K after2 lots
Jul 30, 2021 (view filing)Jul 291 dayCarlton Pamela GDirectorSSaleShares of Class A common stock, par value $0.01 per share−732$133.44−$97.7K−26.5%2.03K after