SEC Form 4 · Updated Daily

EVR

— EVERCORE INC. Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

Financials Ownership

Current Reporting Owners

Owner	Role	Shares Owned	As Of	Last Activity
WEINBERG JOHN S	Director	636,890	2026-02-19	A
Altman Roger C	Director · Officer	84,152	2026-02-19	A
Klurfeld Jason	Officer	57,793	2026-02-19	A
MILLARD ROBERT B	Director	53,497	2026-06-10	A
Harris Gail Block	Director	40,151	2026-06-10	A
LaLonde Timothy Gilbert	Officer	34,800	2026-06-11	S
Lindsey-Clark Matthew	Officer	27,847	2026-02-19	A
OVERLOCK WILARD J JR	Director	15,279	2026-06-10	A
Williamson Sarah K	Director	14,072	2026-06-10	A
WHEELER WILLIAM J	Director	12,642	2026-06-10	A
Robertson Sir Simon	Director	9,715	2026-06-10	A
FUTTER ELLEN V	Director	7,312	2026-06-10	A
Pensa Paul	Officer	6,889	2026-02-19	A
Carlton Pamela G	Director	3,845	2026-06-10	A
VARNEY CHRISTINE A	Director	884	2026-06-10	A

Recent Filings

Date	Owner	Activity	Shares	Price	Owned After
2026-06-11	LaLonde Timothy Gilbert	Open-market sale	7,808	$343.06	34,800
2026-06-10	Carlton Pamela G	Grant / award	364	$0.00	3,845
2026-06-10	FUTTER ELLEN V	Grant / award	364	$0.00	7,312
2026-06-10	Harris Gail Block	Grant / award	364	$0.00	40,151
2026-06-10	MILLARD ROBERT B	Grant / award	815	$0.00	53,497
2026-06-10	OVERLOCK WILARD J JR	Grant / award	727	$0.00	15,279
2026-06-10	Robertson Sir Simon	Grant / award	364	$0.00	9,715
2026-06-10	VARNEY CHRISTINE A	Grant / award	727	$0.00	884
2026-06-10	WHEELER WILLIAM J	Grant / award	364	$0.00	12,642
2026-06-10	Williamson Sarah K	Grant / award	727	$0.00	14,072
2026-03-06	Williamson Sarah K	Open-market buy	2,000	$290.43	13,345
2026-02-19	Altman Roger C	Grant / award	30,062	$0.00	84,152
2026-02-19	Klurfeld Jason	Grant / award	8,799	$0.00	57,793
2026-02-19	LaLonde Timothy Gilbert	Grant / award	12,465	$0.00	42,608
2026-02-19	Lindsey-Clark Matthew	Grant / award	7,638	$0.00	27,847
2026-02-19	Pensa Paul	Grant / award	1,867	$0.00	6,889
2026-02-19	WEINBERG JOHN S	Grant / award	31,528	$0.00	636,890
2026-02-13	Klurfeld Jason	Tax withholding	374	$328.56	48,994
2026-02-06	Klurfeld Jason	Open-market sale	5,000	$360.00	49,368
2026-02-05	Pensa Paul	Open-market sale	1,450	$350.31	5,022
2026-02-04	LaLonde Timothy Gilbert	Tax withholding	7,320	$346.23	30,143
2026-02-04	WEINBERG JOHN S	Tax withholding	13,360	$346.23	605,362
2026-02-04	Lindsey-Clark Matthew	Tax withholding	3,578	$346.23	20,209
2026-02-04	Pensa Paul	Tax withholding	1,255	$346.23	6,472
2026-02-04	Klurfeld Jason	Tax withholding	5,319	$346.23	54,368
2026-02-04	Altman Roger C	Tax withholding	13,554	$346.23	54,090
2025-12-31	LaLonde Timothy Gilbert	Option exercise (derivative)	150,000	$0.00	150,000
2025-12-31	LaLonde Timothy Gilbert	Option exercise (derivative)	100,000	$0.00	0
2025-12-09	Carlton Pamela G	Open-market sale	192	$343.11	3,481
2025-11-06	Altman Roger C	Gift (derivative)	33,400	—	103,734
2025-09-05	Harris Gail Block	Gift	33	$0.00	39,787
2025-08-22	Altman Roger C	Gift (derivative)	33,400	—	137,134
2025-08-05	LaLonde Timothy Gilbert	Open-market sale	8,407	$295.44	37,463
2025-08-01	Klurfeld Jason	Open-market sale	5,500	$285.85	59,687
2025-07-31	Altman Roger C	Gift (derivative)	23,400	—	170,534
2025-06-11	Carlton Pamela G	Grant / award	527	$0.00	3,673
2025-06-11	Robertson Sir Simon	Grant / award	527	$0.00	9,351
2025-06-11	Harris Gail Block	Grant / award	527	$0.00	39,820
2025-06-11	OVERLOCK WILARD J JR	Grant / award	1,054	$0.00	14,552
2025-06-11	WHEELER WILLIAM J	Grant / award	527	$0.00	12,278

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.