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 |
|---|---|---|---|---|---|---|---|
| Klurfeld Jason | General Counsel | Award / Grant | 10,639 | — | — | 32,364 | Feb 14, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Award / Grant | 11,064 | — | — | 2,035,161 | Feb 14, 2024 |
| Pensa Paul | Contr, Prin. Acct.Officer | Award / Grant | 4,256 | — | — | 8,703 | Feb 14, 2024 |
| WEINBERG JOHN S | CEO/Chairman | Award / Grant | 17,731 | — | — | 611,082 | Feb 14, 2024 |
| Altman Roger C | Founder and Senior Chairman | Award / Grant | 19,859 | — | — | 83,946 | Feb 14, 2024 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Award / Grant | 17,022 | — | — | 44,313 | Feb 14, 2024 |
| Klurfeld Jason | General Counsel | Tax Withholding | 374 | $180.11 | $67,361 | 21,725 | Feb 13, 2024 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Sale | 3,337 | $178.74 | $596,455 | 27,291 | Feb 13, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 686 | — | — | 2,024,097 | Feb 12, 2024 |
| Altman Roger C | Founder and Senior Chairman | Gift | 23,000 | — | — | 64,087 | Feb 8, 2024 |
| Klurfeld Jason | General Counsel | Sale | 5,877 | $173.21 | $1,017,955 | 22,099 | Feb 8, 2024 |
| Pensa Paul | Contr, Prin. Acct.Officer | Sale | 1,540 | $170.38 | $262,385 | 4,447 | Feb 7, 2024 |
| Altman Roger C | Founder and Senior Chairman | Tax Withholding | 18,313 | $176.45 | $3,231,329 | 87,087 | Feb 4, 2024 |
| Pensa Paul | Contr, Prin. Acct.Officer | Tax Withholding | 1,122 | $176.45 | $197,977 | 5,987 | Feb 4, 2024 |
| WEINBERG JOHN S | CEO/Chairman | Tax Withholding | 16,449 | $176.45 | $2,902,426 | 593,351 | Feb 4, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Tax Withholding | 8,669 | $176.45 | $1,529,645 | 2,024,783 | Feb 4, 2024 |
| Klurfeld Jason | General Counsel | Tax Withholding | 4,500 | $176.45 | $794,025 | 27,976 | Feb 4, 2024 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Tax Withholding | 6,544 | $176.45 | $1,154,689 | 30,628 | Feb 4, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 141 | — | — | 2,033,452 | Feb 1, 2024 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Sale | 2,500 | $173.51 | $433,775 | 37,172 | Feb 1, 2024 |
| BEATTIE RICHARD I | — | Sale | 6,522 | $151.31 | $986,844 | 17,000 | Dec 5, 2023 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 75,296 | — | — | 2,062,548 | Aug 21, 2023 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 7,453 | — | — | 2,137,844 | Aug 15, 2023 |
| Carlton Pamela G | — | Sale | 592 | $136.69 | $80,920 | 3,041 | Aug 14, 2023 |
| Williamson Sarah K | — | Award / Grant | 2,137 | — | — | 9,014 | Jun 15, 2023 |
| WHEELER WILLIAM J | — | Award / Grant | 1,069 | — | — | 11,112 | Jun 15, 2023 |
| Robertson Sir Simon | — | Award / Grant | 1,069 | — | — | 8,185 | Jun 15, 2023 |
| OVERLOCK WILARD J JR | — | Award / Grant | 2,137 | — | — | 12,221 | Jun 15, 2023 |
| MILLARD ROBERT B | — | Award / Grant | 1,069 | — | — | 50,862 | Jun 15, 2023 |
| Harris Gail Block | — | Award / Grant | 1,069 | — | — | 38,654 | Jun 15, 2023 |
| FUTTER ELLEN V | — | Award / Grant | 1,069 | — | — | 5,782 | Jun 15, 2023 |
| Carlton Pamela G | — | Award / Grant | 1,069 | — | — | 3,633 | Jun 15, 2023 |
| BEATTIE RICHARD I | — | Award / Grant | 1,069 | — | — | 23,522 | Jun 15, 2023 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Gift | 8,220 | — | — | 2,145,297 | Jun 13, 2023 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Sale | 2,500 | $108.88 | $272,200 | 39,672 | May 31, 2023 |
| BEATTIE RICHARD I | — | Sale | 5,000 | $130.90 | $654,500 | 22,453 | Mar 1, 2023 |
| WEINBERG JOHN S | CEO/Chairman | Award / Grant | 24,559 | — | — | 609,800 | Feb 14, 2023 |
| Pensa Paul | Contr, Prin. Acct.Officer, CFO | Award / Grant | 3,703 | — | — | 7,109 | Feb 14, 2023 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Award / Grant | 15,492 | — | — | 2,153,517 | Feb 14, 2023 |
| Altman Roger C | Founder and Senior Chairman | Award / Grant | 28,338 | — | — | 125,400 | Feb 14, 2023 |
| Klurfeld Jason | General Counsel | Tax Withholding | 374 | $132.87 | $49,693 | 18,664 | Feb 13, 2023 |
| Altman Roger C | Founder and Senior Chairman | Gift | 20,000 | — | — | 105,400 | Feb 8, 2023 |
| Pensa Paul | Contr, Prin. Acct.Officer, CFO | Sale | 2,225 | $131.05 | $291,586 | 3,406 | Feb 7, 2023 |
| Klurfeld Jason | General Counsel | Tax Withholding | 3,268 | $131.90 | $431,049 | 28,781 | Feb 6, 2023 |
| WEINBERG JOHN S | CEO/Chairman | Tax Withholding | 19,061 | $131.90 | $2,514,146 | 585,241 | Feb 4, 2023 |
| Pensa Paul | Contr, Prin. Acct.Officer, CFO | Tax Withholding | 1,591 | $131.90 | $209,853 | 5,631 | Feb 4, 2023 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Tax Withholding | 6,255 | $131.90 | $825,035 | 2,138,025 | Feb 4, 2023 |
| Altman Roger C | Founder and Senior Chairman | Tax Withholding | 22,946 | $131.90 | $3,026,577 | 97,062 | Feb 4, 2023 |
| Altman Roger C | Founder and Senior Chairman | Gift | 1 | — | — | — | Dec 15, 2022 |
| Harris Gail Block | — | Gift | 4,444 | — | — | 37,585 | Nov 17, 2022 |