Roger C. Altman - Jul 25, 2024 Form 4 Insider Report for Evercore Inc. (EVR)

Role: Founder and Senior Chairman, Director
Signature: /s/ Jason Klurfeld, as Attorneyin-Fact
Stock symbol: EVR
Transactions as of: Jul 25, 2024
Transactions value $: $0
Form type: 4
Date filed: 7/29/2024, 04:27 PM
Previous filing: May 17, 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	Conversion of derivative security		+17K	+20.25%		101K	Jul 25, 2024	Direct	F1
transaction	EVR	Shares of Class A common stock, par value $0.01 per share	Gift	$0	-17K	-16.84%	$0.00	83.9K	Jul 26, 2024	Direct	F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	EVR	Partnership units of Evercore LP	Conversion of derivative security		-17K	-6.49%		245K	Jul 25, 2024	Shares of Class A common stock, par value $0.01 per share	17K		Direct	F1, F3

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement.
F2	Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions.
F3	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.