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 11.1K · Sold 255.8K
Granted 71.9K
Granted 65.6K
Granted 57.8K · Sold 16.4K
Granted 2.6K
Granted 1.5K
Granted 41.8K · Sold 25.8K
Granted 7.6K
Sold 6.5K
Granted 3.1K
Granted 3.1K · Bought 2.0K
Granted 1.5K
Granted 1.5K
Granted 1.5K
Granted 8.3K · Sold 4.9K
Granted 1.5K · Sold 726
Granted 727
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Hyman Edward SVice Chair EVR & Chairman EISI · 28 transactions | -20.3% | 1.64Mas of Feb 2025 | 11.1K | — | 255.8K |
| Weinberg John SCEO/Chairman, Director · 6 transactions | +4.4% | 636.9K | 71.9K | — | — |
| Altman Roger CFounder and Senior Chairman, Director · 12 transactions | -32.9% | 84.2K | 65.6K | — | — |
| Klurfeld JasonGeneral Counsel · 13 transactions | +78% | 57.8K | 57.8K | — | 16.4K |
| Millard Robert BDirector · 3 transactions | +5.2% | 53.5K | 2.6K | — | — |
| Harris Gail BlockDirector · 4 transactions | +3.9% | 40.2K | 1.5K | — | — |
| LaLonde Timothy GilbertChief Financial Officer · 11 transactions | -12.3% | 34.8K | 41.8K | — | 25.8K |
| Lindsey-Clark MatthewCo-Head EMEA IB · 2 transactions | — | 27.8K | 7.6K | — | — |
| Beattie Richard IDirector · 1 transaction | -27.7% | 17.0Kas of Dec 2023 | — | — | 6.5K |
| Overlock Wilard J JrDirector · 3 transactions | +25% | 15.3K | 3.1K | — | — |
| Williamson Sarah KDirector · 4 transactions | +56.1% | 14.1K | 3.1K | 2.0K | — |
| Wheeler William JDirector · 3 transactions | +13.8% | 12.6K | 1.5K | — | — |
| Robertson Sir SimonDirector · 3 transactions | +18.7% | 9.7K | 1.5K | — | — |
| Futter Ellen VDirector · 3 transactions | +26.5% | 7.3K | 1.5K | — | — |
| Pensa PaulContr, Prin. Acct.Officer · 9 transactions | -3.1% | 6.9K | 8.3K | — | 4.9K |
| Carlton Pamela GDirector · 5 transactions | +26.4% | 3.8K | 1.5K | — | 726 |
| 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 3 years: -308.1K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.