Evercore Inc.
One of the world's largest independent investment banking firms, Evercore helps companies buy, sell, merge, and restructure, and runs research and wealth-management arms under brands like Evercore ISI and Evercore Wealth Management. Founded in 1995 by former Treasury official Roger Altman and two partners, it was built to give conflict-free advice rather than lend or trade for its own account. Its name blends "ever" and "core" for enduring client ties and its M&A focus, though stories tying it to grain alcohol are internet jokes.
Granted 31.5K
Granted 30.1K
Granted 8.8K · Sold 5.0K
Granted 815
Granted 364
Granted 12.5K · Sold 7.8K
Granted 7.6K
Granted 727
Granted 727 · Bought 2.0K
Granted 364
Granted 364
Granted 364
Granted 1.9K · Sold 1.4K
Granted 364 · Sold 192
Granted 727
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Weinberg John SCEO/Chairman, Director · 2 transactions | +2.9% | 636.9K | 31.5K | — | — |
| Altman Roger CFounder and Senior Chairman, Director · 2 transactions | +24.4% | 84.2K | 30.1K | — | — |
| Klurfeld JasonGeneral Counsel · 4 transactions | -3.2% | 57.8K | 8.8K | — | 5.0K |
| Millard Robert BDirector · 1 transaction | +1.5% | 53.5K | 815 | — | — |
| Harris Gail BlockDirector · 2 transactions | +0.8% | 40.2K | 364 | — | — |
| LaLonde Timothy GilbertChief Financial Officer · 3 transactions | -7.1% | 34.8K | 12.5K | — | 7.8K |
| Lindsey-Clark MatthewCo-Head EMEA IB · 2 transactions | +17.1% | 27.8K | 7.6K | — | — |
| Overlock Wilard J JrDirector · 1 transaction | +5% | 15.3K | 727 | — | — |
| Williamson Sarah KDirector · 2 transactions | +24% | 14.1K | 727 | 2.0K | — |
| Wheeler William JDirector · 1 transaction | +3% | 12.6K | 364 | — | — |
| Robertson Sir SimonDirector · 1 transaction | +3.9% | 9.7K | 364 | — | — |
| Futter Ellen VDirector · 1 transaction | +5.2% | 7.3K | 364 | — | — |
| Pensa PaulContr, Prin. Acct.Officer · 3 transactions | -10.8% | 6.9K | 1.9K | — | 1.4K |
| Carlton Pamela GDirector · 2 transactions | +4.7% | 3.8K | 364 | — | 192 |
| Varney Christine ADirector · 1 transaction | — | 884 | 727 | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last year: -12.4K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.