Evercore Inc. (EVR)
$290.11-$2.01 (-0.69%) Today
Latest EVR Insider Trades
Timothy Gilbert Lalonde - OfficerOpen-market sale
Timothy Gilbert Lalonde - OfficerTimothy Gilbert Lalonde - OfficerEvercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger, bulge-bracket banks.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 1 | 7,808 | $2.68M |
| Grant or award | 9 | 4,816 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
41 Form 4 filings on record, the earliest from Oct 28, 2024, newest first. Filing history page 1 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Timothy Gilbert Lalonde - Officer | Open-market sale | Shares of Class A common stock, par value $0.01 per share | 7,808 | $343.06 | $2.68M | |
| Sarah K. Williamson | Grant or award | Shares of Class A common stock, par value $0.01 per share | 727 | $0.00 | - | |
| William J. Wheeler | Grant or award | Shares of Class A common stock, par value $0.01 per share | 364 | $0.00 | - | |
| Christine A. Varney | Grant or award | Shares of Class A common stock, par value $0.01 per share | 727 | $0.00 | - | |
| Sir Simon Robertson | Grant or award | Shares of Class A common stock, par value $0.01 per share | 364 | $0.00 | - | |
| Wilard J. Overlock Jr. | Grant or award | Shares of Class A common stock, par value $0.01 per share | 727 | $0.00 | - | |
 Robert B. Millard | Grant or award | Shares of Class A common stock, par value $0.01 per share | 815 | $0.00 | - | |
| Gail Block Harris | Grant or award | Shares of Class A common stock, par value $0.01 per share | 364 | $0.00 | - | |
| Ellen V. Futter | Grant or award | Shares of Class A common stock, par value $0.01 per share | 364 | $0.00 | - | |
| Pamela G. Carlton | Grant or award | Shares of Class A common stock, par value $0.01 per share | 364 | $0.00 | - | |
| Sarah K. Williamson | Open-market purchase | Shares of Class A common stock, par value $0.01 per share | 2,000 | $290.43 | $581K | |
 John S. Weinberg - Officer | Grant or award | Shares of Class A common stock, par value $0.01 per share | 31,528 | $0.00 | - | |
| Paul Pensa - Officer | Grant or award | Shares of Class A common stock, par value $0.01 per share | 1,867 | $0.00 | - | |
| Matthew Lindsey-Clark - Officer | Grant or award | Shares of Class A common stock, par value $0.01 per share | 7,638 | $0.00 | - | |
| Timothy Gilbert Lalonde - Officer | Grant or award | Shares of Class A common stock, par value $0.01 per share | 12,465 | $0.00 | - | |
| Jason Klurfeld - Officer | Grant or award | Shares of Class A common stock, par value $0.01 per share | 8,799 | $0.00 | - | |
| Roger C. Altman - Officer | Grant or award | Shares of Class A common stock, par value $0.01 per share | 30,062 | $0.00 | - | |
| Jason Klurfeld - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 374 | $328.56 | $123K | |
| Roger C. Altman - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 13,554 | $346.23 | $4.69M | |
| Jason Klurfeld - Officer | Open-market sale | Shares of Class A common stock, par value $0.01 per share | 5,000 | $360.00 | $1.80M | |
| Jason Klurfeld - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 5,319 | $346.23 | $1.84M | |
| Paul Pensa - Officer | Open-market sale | Shares of Class A common stock, par value $0.01 per share | 1,450 | $350.31 | $508K | |
| Paul Pensa - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 1,255 | $346.23 | $435K | |
| Matthew Lindsey-Clark - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 3,578 | $346.23 | $1.24M | |
| John S. Weinberg - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 13,360 | $346.23 | $4.63M | |
| Timothy Gilbert Lalonde - Officer | Tax withholding / forfeiture | Shares of Class A common stock, par value $0.01 per share | 7,320 | $346.23 | $2.53M | |
| Timothy Gilbert Lalonde - Officer | Option exercise | Class K-P Units of Evercore LP | 100,000 | $0.00 | - | |
| Timothy Gilbert Lalonde - Officer | Option exercise | Class K Units of Evercore LP | 150,000 | $0.00 | - | |
| Pamela G. Carlton | Open-market sale | Shares of Class A common stock, par value $0.01 per share | 192 | $343.11 | $66K | |
| Roger C. Altman - Officer | Gift | Partnership units of Evercore LP | 33,400 | - | - | |
| Gail Block Harris | Gift | Shares of Class A common stock, par value $0.01 per share | 33 | $0.00 | - | |
| Roger C. Altman - Officer | Gift | Partnership units of Evercore LP | 33,400 | - | - | |
| Timothy Gilbert Lalonde - Officer | Open-market sale | Shares of Class A common stock, par value $0.01 per share | 8,407 | $295.44 | $2.48M |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
Evercore Inc. (EVR) had 10 insider filings in the last 90 days, with the most recent on 2026-06-15. The full record for EVR runs to 41 Form 4 filings, the earliest from 2024-10-28. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of EVR were filed in the last 90 days. 1 purchase is on record for this company.
1 insider sale of EVR was filed in the last 90 days, totaling $2.68M.
This page tracks EVR Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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