Evercore Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Carlton Pamela G | — | Sale | 192 | $343.11 | $65,877 | 3,481 | Dec 9, 2025 |
| Harris Gail Block | — | Gift | 33 | — | — | 39,787 | Sep 5, 2025 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Sale | 8,407 | $295.44 | $2,483,764 | 37,463 | Aug 5, 2025 |
| Klurfeld Jason | General Counsel | Sale | 5,500 | $285.85 | $1,572,175 | 59,687 | Aug 1, 2025 |
| FUTTER ELLEN V | — | Award / Grant | 527 | — | — | 6,948 | Jun 11, 2025 |
| MILLARD ROBERT B | — | Award / Grant | 1,181 | — | — | 52,682 | Jun 11, 2025 |
| Williamson Sarah K | — | Award / Grant | 1,054 | — | — | 11,345 | Jun 11, 2025 |
| WHEELER WILLIAM J | — | Award / Grant | 527 | — | — | 12,278 | Jun 11, 2025 |
| OVERLOCK WILARD J JR | — | Award / Grant | 1,054 | — | — | 14,552 | Jun 11, 2025 |
| Harris Gail Block | — | Award / Grant | 527 | — | — | 39,820 | Jun 11, 2025 |
| Robertson Sir Simon | — | Award / Grant | 527 | — | — | 9,351 | Jun 11, 2025 |
| Carlton Pamela G | — | Award / Grant | 527 | — | — | 3,673 | Jun 11, 2025 |
| Klurfeld Jason | General Counsel | Award / Grant | 30,000 | — | — | 65,187 | Mar 10, 2025 |
| WEINBERG JOHN S | CEO/Chairman | Award / Grant | 22,643 | — | — | 618,722 | Feb 20, 2025 |
| Pensa Paul | Contr, Prin. Acct.Officer | Award / Grant | 2,196 | — | — | 7,727 | Feb 20, 2025 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Award / Grant | 12,292 | — | — | 45,870 | Feb 20, 2025 |
| Klurfeld Jason | General Counsel | Award / Grant | 8,318 | — | — | 35,187 | Feb 20, 2025 |
| Altman Roger C | Founder and Senior Chairman | Award / Grant | 15,711 | — | — | 67,644 | Feb 20, 2025 |
| Klurfeld Jason | General Counsel | Tax Withholding | 374 | $266.58 | $99,701 | 26,869 | Feb 13, 2025 |
| Altman Roger C | Founder and Senior Chairman | Gift | 16,300 | — | — | 51,933 | Feb 12, 2025 |
| Pensa Paul | Contr, Prin. Acct.Officer | Sale | 1,863 | $281.23 | $523,931 | 5,531 | Feb 7, 2025 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sale | 17,502 | $271.68 | $4,754,943 | 1,643,035 | Feb 6, 2025 |
| WEINBERG JOHN S | CEO/Chairman | Tax Withholding | 15,003 | $285.66 | $4,285,757 | 596,079 | Feb 4, 2025 |
| Pensa Paul | Contr, Prin. Acct.Officer | Tax Withholding | 1,309 | $285.66 | $373,929 | 7,394 | Feb 4, 2025 |
| Altman Roger C | Founder and Senior Chairman | Tax Withholding | 15,713 | $285.66 | $4,488,576 | 68,233 | Feb 4, 2025 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Tax Withholding | 6,985 | $285.66 | $1,995,335 | 33,578 | Feb 4, 2025 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Tax Withholding | 7,659 | $285.66 | $2,187,870 | 1,698,860 | Feb 4, 2025 |
| Klurfeld Jason | General Counsel | Tax Withholding | 5,121 | $285.66 | $1,462,865 | 27,243 | Feb 4, 2025 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sale | 10,855 | $299.09 | $3,246,622 | 1,737,221 | Nov 22, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sale | 8,986 | $298.87 | $2,685,646 | 1,748,076 | Nov 15, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sale | 10,305 | $308.32 | $3,177,238 | 1,799,951 | Nov 13, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sale | 34,101 | $308.83 | $10,531,412 | 1,822,418 | Nov 8, 2024 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Sale | 3,750 | $238.72 | $895,200 | 40,563 | Aug 21, 2024 |
| Carlton Pamela G | — | Sale | 534 | $247.07 | $131,935 | 3,146 | Jul 29, 2024 |
| Altman Roger C | Founder and Senior Chairman | C | 17,000 | — | — | 100,946 | Jul 26, 2024 |
| Williamson Sarah K | — | Award / Grant | 1,277 | — | — | 10,291 | Jun 18, 2024 |
| WHEELER WILLIAM J | — | Award / Grant | 639 | — | — | 11,751 | Jun 18, 2024 |
| Robertson Sir Simon | — | Award / Grant | 639 | — | — | 8,824 | Jun 18, 2024 |
| OVERLOCK WILARD J JR | — | Award / Grant | 1,277 | — | — | 13,498 | Jun 18, 2024 |
| MILLARD ROBERT B | — | Award / Grant | 639 | — | — | 51,501 | Jun 18, 2024 |
| Carlton Pamela G | — | Award / Grant | 639 | — | — | 3,680 | Jun 18, 2024 |
| Harris Gail Block | — | Award / Grant | 639 | — | — | 39,293 | Jun 18, 2024 |
| FUTTER ELLEN V | — | Award / Grant | 639 | — | — | 6,421 | Jun 18, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 127,068 | — | — | 1,906,519 | Jun 13, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 75 | — | — | 2,033,587 | May 17, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 26 | — | — | 2,033,662 | May 16, 2024 |
| Altman Roger C | Founder and Senior Chairman | C | 20,000 | — | — | 103,946 | May 16, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 52 | — | — | 2,033,688 | May 10, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 1,154 | — | — | 2,033,871 | May 7, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 136 | — | — | 2,035,025 | Feb 16, 2024 |