Richard I. Beattie - 05 Dec 2023 Form 4 Insider Report for Evercore Inc. (EVR)

Reporting relationship: Director
Issuer ticker: EVR
Reported as of: 05 Dec 2023
Net transaction value: -$986,844
SEC form: 4
Accepted by SEC: 07 Dec 2023, 16:48:07 UTC
Prior SEC filing: 16 Jun 2023
Source filing: View source filing
Reporting owner signature: /s/ Jason Klurfeld, as Attorney-in-Fact

Key filing fact

Richard I. Beattie filed Form 4 for Evercore Inc. (EVR) on 07 Dec 2023.

Key facts

This page summarizes Richard I. Beattie's Form 4 filing for Evercore Inc. (EVR).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 07 Dec 2023, 16:48.

Change

Previous filing in this sequence was filed on 16 Jun 2023.
Current net transaction value: -$986,844.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

EVR transaction

Shares of Class A common stock, par value $0.01 per share

Sale

Transaction value: $986,844
Shares: -6,522
Change %: -28%
Price: $151.31
Shares after: 17,000
Date: 05 Dec 2023
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).