Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | EVR | Class A Partnership Units of Evercore LP | Disposed to Issuer | -1.2K | -2.48% | 47.1K | May 13, 2021 | Direct | F1 | ||
transaction | EVR | Shares of Class B common stock, par value $0.01 per share | Award | +1 | 1 | May 13, 2021 | Direct | F2 | |||
holding | EVR | Shares of Class B common stock, par value $0.01 per share | 2 | May 13, 2021 | Shares held in Corporation | F3 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | EVR | Class A Partnership Units of Evercore LP | Award | +1.2K | 1.2K | May 13, 2021 | Shares of Class A common stock, par value $0.01 per share | 1.2K | Direct | F1, F4 | ||||
holding | EVR | Class E Units of Evercore LP | 2.55M | May 13, 2021 | Shares of Class A common stock, par value $0.01 per share | Shares in Corporation | F3, F4 |
Id | Content |
---|---|
F1 | On May 13, 2021, the Reporting Person exchanged 1,200 shares of Class A common stock for an equal number of Evercore LP partnership units |
F2 | On May 13, 2021, the Reporting Person purchased one share of Class B common stock for par value. Class B common stock has no associated economic rights. |
F3 | The Reporting Person holds 2,545,205 Class E Units and 2 Class B Shares through ISI Holding Inc. and ISI Holding II, Inc., each of which is a corporation controlled by the Reporting Person. |
F4 | Pursuant to the 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. |