Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | EVR | Shares of Class B common stock, par value $0.01 per share | Gift | $0 | -1 | -100% | $0.00* | 0 | Dec 15, 2022 | Shares held in trust. | F1, F2 |
holding | EVR | Shares of Class B common stock, par value $0.01 per share | 1 | Dec 15, 2022 | Direct |
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 | $0 | -288K | -100% | $0.00* | 0 | Dec 15, 2022 | Shares of Class A common stock, par value $0.01 per share | 288K | Shares held in trust. | F1, F2, F3 | |
holding | EVR | Partnership units of Evercore LP | 333K | Dec 15, 2022 | Shares of Class A common stock, par value $0.01 per share | 333K | Direct | F3 |
Id | Content |
---|---|
F1 | These securities were held in trust for the benefit of members of Mr. Altman's family. Mr. Altman does not have an economic interest in the trust and disclaims beneficial ownership of these securities, and the filing of this report is not an admission that Mr. Altman is the beneficial owner of these securities for the purposes of Section 16 or for any other purpose. |
F2 | Represents a distribution of securities by that trust to the trust's beneficiaries in connection with a distribution of all of the trust's assets. |
F3 | 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. |