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 42.5K · Sold 255.8K
Granted 139.4K
Granted 42.9K · Sold 221.3K
Granted 131.0K
Granted 83.6K · Sold 26.5K
Granted 4.9K
Granted 3.8K
Granted 41.8K · Sold 28.3K
Granted 16.6K
Granted 7.6K
Granted 2.3K · Sold 11.5K
Granted 6.4K
Granted 7.6K · Bought 2.0K
Granted 3.8K
Granted 3.8K
Granted 3.8K
Granted 13.9K · Sold 8.3K
Granted 3.8K · Sold 2.0K
Granted 727
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Hyman Edward SVice Chair EVR & Chairman EISI · 37 transactions | +164303400% | 1.64Mas of Feb 2025 | 42.5K | — | 255.8K |
| Weinberg John SCEO/Chairman, Director · 11 transactions | +63688900% | 636.9K | 139.4K | — | — |
| Schlosstein RalphCo-CEO/Co-Chairman, Director · 8 transactions | -38% | 339.7Kas of Feb 2022 | 42.9K | — | 221.3K |
| Altman Roger CFounder and Senior Chairman, Director · 19 transactions | -32.9% | 84.2K | 131.0K | — | — |
| Klurfeld JasonGeneral Counsel · 22 transactions | +5779200% | 57.8K | 83.6K | — | 26.5K |
| Millard Robert BDirector · 5 transactions | +10.1% | 53.5K | 4.9K | — | — |
| Harris Gail BlockDirector · 7 transactions | -1.7% | 40.2K | 3.8K | — | — |
| LaLonde Timothy GilbertChief Financial Officer · 12 transactions | — | 34.8K | 41.8K | — | 28.3K |
| Brown Celeste MChief Financial Officer · 2 transactions | — | 33.5Kas of Jul 2022 | 16.6K | — | — |
| Lindsey-Clark MatthewCo-Head EMEA IB · 2 transactions | — | 27.8K | 7.6K | — | — |
| Beattie Richard IDirector · 6 transactions | -39.4% | 17.0Kas of Dec 2023 | 2.3K | — | 11.5K |
| Overlock Wilard J JrDirector · 5 transactions | +71.7% | 15.3K | 6.4K | — | — |
| Williamson Sarah KDirector · 6 transactions | +212% | 14.1K | 7.6K | 2.0K | — |
| Wheeler William JDirector · 5 transactions | +42.7% | 12.6K | 3.8K | — | — |
| Robertson Sir SimonDirector · 5 transactions | +63.8% | 9.7K | 3.8K | — | — |
| Futter Ellen VDirector · 5 transactions | +107.2% | 7.3K | 3.8K | — | — |
| Pensa PaulContr, Prin. Acct.Officer · 15 transactions | -7.4% | 6.9K | 13.9K | — | 8.3K |
| Carlton Pamela GDirector · 10 transactions | +89.5% | 3.8K | 3.8K | — | 2.0K |
| Varney Christine ADirector · 1 transaction | — | 884 | 727 | — | — |
| Walsh Robert BCFO (through 8/31/2021) · 1 transaction | 0% | 1as of Feb 2022 | — | — | — |
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 5 years: -551.6K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.