Roger C. Altman - Oct 24, 2024 Form 4 Insider Report for Evercore Inc. (EVR)

Role
Founder and Senior Chairman, Director
Signature
/s/ Jason Klurfeld, as Attorney-in-Fact
Stock symbol
EVR
Transactions as of
Oct 24, 2024
Transactions value $
$0
Form type
4
Date filed
10/28/2024, 04:18 PM
Previous filing
Jul 29, 2024

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 Gift -51K -20.82% 194K Oct 24, 2024 Partnership units of Evercore LP 51K Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 Mr. Altman has made a bona fide gift of these Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution.