Insider Transactions Reported by 21 Insiders of Evercore Inc.

Symbol: EVR on NYSE
Location: New York, NY

Quick Takeaways

EVR - Evercore Inc. has 21 insiders with reported activity on this page.
Net insider value flow over the last year: -$5,848,906.
Recent transaction rows are available for direct filing-level review.

What Changed

Buy value: $580,860; sell value: $6,429,765.
Net share flow: -18,549.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Official SEC Source

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$5,848,906.

Buys

$580,860

Shares: 2,000

Insiders: 1

Sells

$6,429,766

Shares: 20,549

Insiders: 4

Net

-$5,848,906

Shares: -18,549

Insiders: -3

Window (months)	Buy shares	Sell shares	Buy $	Sell $	Net $
0-3	2,000	6,450	$580,860	$2,307,950	-$1,727,090
3-6	0	192	$0	$65,877	-$65,877
6-9	0	13,907	$0	$4,055,939	-$4,055,939
9-12	0	0	$0	$0	$0

Evercore Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Edward S. Hyman	Vice Chair EVR & Chairman EISI	$789,753,353			Mixed	06 Feb 2025
John S. Weinberg	CEO/Chairman, Director	$236,923,080			Mixed	19 Feb 2026
Roger C. Altman	Founder and Senior Chairman, Director	$66,233,027			Mixed	19 Feb 2026
Ralph Schlosstein	Co-CEO/Co-Chairman, Director	$36,535,231			Mixed	15 Feb 2022
Jason Klurfeld	General Counsel	$21,498,996	-$3,372,175	-14%	Mixed	19 Feb 2026
Robert B. Millard	Director	$19,684,497			Mixed	11 Jun 2025
Timothy Gilbert LaLonde	Chief Financial Officer	$15,850,176	-$2,483,764	-14%	Mixed	19 Feb 2026
Gail Block Harris	Director	$12,527,732			Mixed	05 Sep 2025
Matthew Lindsey-Clark	Co-Head EMEA IB	$10,359,084			Mixed	19 Feb 2026
Robert B. Walsh	CFO (through 8/31/2021)	$8,355,792			Mixed	31 Dec 2021
Wilard J. Overlock Jr.	Director	$5,306,241			Mixed	11 Jun 2025
Celeste Mellet	Chief Financial Officer	$5,068,128			Mixed	06 Jul 2022
William J. Wheeler	Director	$4,542,301			Mixed	11 Jun 2025
Sarah K. Williamson	Director	$3,875,788	+$580,860	+18%	Filing P/S	06 Mar 2026
Sir Simon Robertson	Director	$3,436,817			Mixed	11 Jun 2025
Richard I. Beattie	Director	$2,572,270			Filing P/S	05 Dec 2023
Paul Pensa	Contr, Prin. Acct.Officer	$2,562,708	-$507,950	-17%	Mixed	19 Feb 2026
Ellen Futter V	Director	$2,529,239			Mixed	11 Jun 2025
Pamela G. Carlton	Director	$1,194,365	-$65,877	-5.2%	Filing P/S	09 Dec 2025
Kendrick R. Wilson III	Director	$561,965			Mixed	17 Jun 2021
Christine A. Varney	Director	$47,927			Market	01 Mar 2026

Top shareholders of Evercore Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
VANGUARD GROUP INC	13F	Company	9.9%	3,840,147	$1,306,610,018	—	31 Dec 2025	13F
BlackRock, Inc.	13F	Company	9%	3,459,048	$1,176,940,985	—	31 Dec 2025	13F
Edward S. Hyman	3/4/5 13D/G	Vice Chair EVR & Chairman EISI	4.3% from 13D/G	3,549,554	$789,753,353	—	06 Feb 2025	3/4/5 13D/G
WELLINGTON MANAGEMENT GROUP LLP	13F 13D/G	Company	5% from 13D/G	1,931,374	$657,150,004	—	31 Dec 2025	13F 13D/G
Invesco Ltd.	13F	Company	3.5%	1,343,826	$457,236,689	—	31 Dec 2025	13F
FMR LLC	13F	Company	3.3%	1,256,242	$427,436,305	—	31 Dec 2025	13F
TD ASSET MANAGEMENT INC	13F	Company	3.1%	1,214,726	$413,310,522	—	31 Dec 2025	13F
STATE STREET CORP	13F	Company	3%	1,159,743	$394,602,556	—	31 Dec 2025	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	2.4%	924,900	$314,750,590	—	31 Dec 2025	13F
AQR CAPITAL MANAGEMENT LLC	13F	Company	2.2%	857,965	$291,922,498	—	31 Dec 2025	13F
Boston Partners	13F	Company	2.1%	824,360	$280,541,320	—	31 Dec 2025	13F
John S. Weinberg	3/4/5	CEO/Chairman, Director	1.6%	636,890	$236,923,080	—	19 Feb 2026	3/4/5
MORGAN STANLEY	13F	Company	1.8%	686,603	$233,617,219	—	31 Dec 2025	13F
PRICE T ROWE ASSOCIATES INC /MD/	13F	Company	1.6%	617,332	$210,048,000	—	31 Dec 2025	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	1.4%	536,646	$182,593,802	—	31 Dec 2025	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	1.4%	531,976	$181,010,812	—	31 Dec 2025	13F
NORGES BANK	13F	Company	1.2%	482,617	$164,210,434	—	31 Dec 2025	13F
GOLDMAN SACHS GROUP INC	13F	Company	1.1%	438,846	$149,317,420	—	31 Dec 2025	13F
JPMORGAN CHASE & CO	13F	Company	1.1%	437,506	$148,861,509	—	31 Dec 2025	13F
BAHL & GAYNOR INC	13F	Company	1.1%	421,568	$143,438,512	—	31 Dec 2025	13F
LORD, ABBETT & CO. LLC	13F	Company	0.99%	381,901	$129,942,000	—	31 Dec 2025	13F
UBS Group AG	13F	Company	0.91%	351,784	$119,694,507	—	31 Dec 2025	13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	13F	Company	0.86%	331,027	$112,632,084	—	31 Dec 2025	13F
NORTHERN TRUST CORP	13F	Company	0.83%	320,435	$109,028,009	—	31 Dec 2025	13F
Bank of New York Mellon Corp	13F	Company	0.83%	320,103	$108,915,018	—	31 Dec 2025	13F
Fisher Asset Management, LLC	13F	Company	0.83%	319,805	$108,813,826	—	31 Dec 2025	13F
Paralel Advisors LLC	13F	Company	0.78%	300,000	$102,075,000	—	31 Dec 2025	13F
FULLER & THALER ASSET MANAGEMENT, INC.	13F	Company	0.71%	276,075	$93,934,497	—	31 Dec 2025	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.69%	267,190	$90,911,398	—	31 Dec 2025	13F
Stephens Investment Management Group LLC	13F	Company	0.63%	245,062	$83,382,346	—	31 Dec 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.63%	241,610	$82,207,675	—	31 Dec 2025	13F
Holocene Advisors, LP	13F	Company	0.62%	239,600	$81,523,900	—	31 Dec 2025	13F
Junto Capital Management LP	13F	Company	0.57%	221,995	$75,533,799	—	31 Dec 2025	13F
PRIMECAP MANAGEMENT CO/CA/	13F	Company	0.57%	220,050	$74,872,014	—	31 Dec 2025	13F
Channing Capital Management, LLC	13F	Company	0.57%	219,728	$74,762,452	—	31 Dec 2025	13F
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	13F	Company	0.55%	211,742	$72,045,000	—	31 Dec 2025	13F
BNP Paribas Asset Management Holding S.A.	13F	Company	0.53%	206,557	$70,281,000	—	31 Dec 2025	13F
Artemis Investment Management LLP	13F	Company	0.53%	205,687	$69,985,002	—	31 Dec 2025	13F
MACQUARIE GROUP LTD	13F	Company	0.52%	200,496	$68,218,764	—	31 Dec 2025	13F
Roger C. Altman	3/4/5	Founder and Senior Chairman, Director	— mixed-class rows	187,886 mixed-class rows	$66,233,027	—	19 Feb 2026	3/4/5
VICTORY CAPITAL MANAGEMENT INC	13F	Company	0.49%	190,986	$64,982,986	—	31 Dec 2025	13F
Neuberger Berman Group LLC	13F	Company	0.47%	180,304	$61,348,452	—	31 Dec 2025	13F
Rockefeller Capital Management L.P.	13F	Company	0.45%	175,092	$59,575,263	—	31 Dec 2025	13F
SCHRODER INVESTMENT MANAGEMENT GROUP	13F	Company	0.44%	168,340	$57,848,358	—	31 Dec 2025	13F
TimesSquare Capital Management, LLC	13F	Company	0.44%	168,674	$57,391,329	—	31 Dec 2025	13F
Capital International Investors	13F	Company	0.43%	166,790	$56,750,298	—	31 Dec 2025	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	0.42%	162,112	$55,158,608	—	31 Dec 2025	13F
FRANKLIN RESOURCES INC	13F	Company	0.4%	152,595	$51,920,446	—	31 Dec 2025	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	0.38%	146,679	$49,907,540	—	31 Dec 2025	13F
TREMBLANT CAPITAL GROUP	13F	Company	0.38%	145,646	$49,556,052	—	31 Dec 2025	13F

Recent Insider Transactions by Companies or Individuals for Evercore Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
Sarah K. Williamson	EVR	Shares of Class A common stock, par value $0.01 per share	Purchase	17.6%	$580,860	$290.43	2,000	13,345	06 Mar 2026	Direct
John S. Weinberg	EVR	Shares of Class A common stock, par value $0.01 per share	Award	5.21%			31,528	636,890	19 Feb 2026	Direct
Paul Pensa	EVR	Shares of Class A common stock, par value $0.01 per share	Award	37.2%			1,867	6,889	19 Feb 2026	Direct
Matthew Lindsey-Clark	EVR	Shares of Class A common stock, par value $0.01 per share	Award	37.8%			7,638	27,847	19 Feb 2026	Direct
Timothy Gilbert LaLonde	EVR	Shares of Class A common stock, par value $0.01 per share	Award	41.4%			12,465	42,608	19 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Award	18%			8,799	57,793	19 Feb 2026	Direct
Roger C. Altman	EVR	Shares of Class A common stock, par value $0.01 per share	Award	55.6%			30,062	84,152	19 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-0.76%			-374	48,994	13 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-9.2%	$1,800,000	$360.00	-5,000	49,368	06 Feb 2026	Direct
Paul Pensa	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-22.4%	$507,950	$350.31	-1,450	5,022	05 Feb 2026	Direct
Roger C. Altman	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-20%			-13,554	54,090	04 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-8.91%			-5,319	54,368	04 Feb 2026	Direct
Paul Pensa	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-16.2%			-1,255	6,472	04 Feb 2026	Direct
Matthew Lindsey-Clark	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-15%			-3,578	20,209	04 Feb 2026	Direct
John S. Weinberg	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-2.16%			-13,360	605,362	04 Feb 2026	Direct
Timothy Gilbert LaLonde	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-19.5%			-7,320	30,143	04 Feb 2026	Direct
Timothy Gilbert LaLonde	EVR	Class K Units of Evercore LP	Options Exercise				150,000	150,000	31 Dec 2025	Direct
Timothy Gilbert LaLonde	EVR	Class K-P Units of Evercore LP	Options Exercise	-100%			-100,000	0	31 Dec 2025	Direct
Pamela G. Carlton	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-5.23%	$65,877	$343.11	-192	3,481	09 Dec 2025	Direct
Roger C. Altman	EVR	Partnership units of Evercore LP	Gift	-24.4%			-33,400	103,734	06 Nov 2025	Direct
Gail Block Harris	EVR	Shares of Class A common stock, par value $0.01 per share	Gift	-0.08%			-33	39,787	05 Sep 2025	Direct
Roger C. Altman	EVR	Partnership units of Evercore LP	Gift	-19.6%			-33,400	137,134	22 Aug 2025	Direct
Timothy Gilbert LaLonde	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-18.3%	$2,483,764	$295.44	-8,407	37,463	05 Aug 2025	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-8.44%	$1,572,175	$285.85	-5,500	59,687	01 Aug 2025	Direct
Roger C. Altman	EVR	Partnership units of Evercore LP	Gift	-12.1%			-23,400	170,534	31 Jul 2025	Direct
Ellen Futter V	EVR	Shares of Class A common stock, par value $0.01 per share	Award	8.21%			527	6,948	11 Jun 2025	Direct
Robert B. Millard	EVR	Shares of Class A common stock, par value $0.01 per share	Award	2.29%			1,181	52,682	11 Jun 2025	Direct
Sarah K. Williamson	EVR	Shares of Class A common stock, par value $0.01 per share	Award	10.2%			1,054	11,345	11 Jun 2025	Direct
William J. Wheeler	EVR	Shares of Class A common stock, par value $0.01 per share	Award	4.48%			527	12,278	11 Jun 2025	Direct
Wilard J. Overlock Jr.	EVR	Shares of Class A common stock, par value $0.01 per share	Award	7.81%			1,054	14,552	11 Jun 2025	Direct
Gail Block Harris	EVR	Shares of Class A common stock, par value $0.01 per share	Award	1.34%			527	39,820	11 Jun 2025	Direct
Sir Simon Robertson	EVR	Shares of Class A common stock, par value $0.01 per share	Award	5.97%			527	9,351	11 Jun 2025	Direct
Pamela G. Carlton	EVR	Shares of Class A common stock, par value $0.01 per share	Award	16.8%			527	3,673	11 Jun 2025	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.