Roger C. Altman - Nov 6, 2025 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
Nov 6, 2025
Transactions value $
$0
Form type
4
Date filed
11/10/2025, 05:06 PM
Previous filing
Aug 25, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Altman Roger C Founder and Senior Chairman, Director C/O EVERCORE INC., 55 EAST 52ND STREET, NEW YORK /s/ Jason Klurfeld, as Attorney-in-Fact 2025-11-10 0001369899

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 -33.4K -24.36% 104K Nov 6, 2025 Partnership units of Evercore LP 33.4K 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.