Roger C. Altman - 06 Nov 2025 Form 4 Insider Report for Evercore Inc. (EVR)

Reporting relationship: Founder and Senior Chairman, Director
Issuer ticker: EVR
Reported as of: 06 Nov 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 10 Nov 2025, 17:06:19 UTC
Prior SEC filing: 25 Aug 2025
Next SEC filing: 06 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Jason Klurfeld, as Attorney-in-Fact

Key filing fact

Roger C. Altman filed Form 4 for Evercore Inc. (EVR) on 10 Nov 2025.

Key facts

This page summarizes Roger C. Altman's Form 4 filing for Evercore Inc. (EVR).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 10 Nov 2025, 17:06.

Change

Previous filing in this sequence was filed on 25 Aug 2025.
Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001369899 Primary reporting owner

Altman Roger C

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

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

EVR transaction Derivative

Partnership units of Evercore LP

Gift

Transaction value
Shares: -33,400
Change %: -24%
Price
Shares after: 103,734
Date: 06 Nov 2025
Ownership: Direct
Underlying class: Partnership units of Evercore LP
Underlying amount: 33,400
Exercise price
Footnotes: F1, F2

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote 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.

Footnote 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.