Jason Klurfeld - Feb 4, 2024 Form 4 Insider Report for Evercore Inc. (EVR)

Role
General Counsel
Signature
/s/ Jason Klurfeld
Stock symbol
EVR
Transactions as of
Feb 4, 2024
Transactions value $
-$794,003
Form type
4
Date filed
2/6/2024, 04:34 PM
Previous filing
Feb 15, 2023
Next filing
Feb 12, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EVR Shares of Class A common stock, par value $0.01 per share Tax liability -$794K -4.5K -13.86% $176.45 28K Feb 4, 2024 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.