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 99.5K · Sold 255.8K
Granted 552.5K · Bought 1.52M · Sold 2.34M
Granted 288.1K
Granted 82.7K · Sold 443.9K
Granted 1.61M · Sold 1.73M
Granted 7.4K
Granted 2.4K · Sold 58.0K
Granted 307.2K · Sold 310.6K
Granted 12.3K
Granted 1.22M · Sold 968.9K
Granted 13.1K
Granted 113.5K · Bought 1 · Sold 31.5K
Granted 18.5K
Granted 46.8K
Granted 26.8K
Granted 41.8K · Sold 28.3K
Granted 16.6K
Granted 7.6K
Granted 13.1K
Granted 15.9K · Sold 47.6K
Granted 18.6K · Sold 11.5K
Granted 15.3K
Granted 12.1K · Bought 2.0K
Granted 12.6K
Granted 9.7K
Granted 8.3K · Sold 981
Granted 59.1K · Sold 30.0K
Granted 5.0K · Sold 29.6K
Granted 6.5K · Sold 2.7K
Granted 3.7K
Granted 727
Granted 266.5K · Sold 355.7K
Granted 397.3K · Sold 307.1K
Granted 318.0K · Bought 13.0K · Sold 160.6K
Granted 110.2K · Sold 51.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Hyman Edward SVice Chair EVR & Chairman EISI · 52 transactions | — | 1.64Mas of Feb 2025 | 99.5K | — | 255.8K |
| Taylor Bernard JCo-Vice Chairman · 21 transactions | — | 925.6Kas of Dec 2011 | 552.5K | 1.52M | 2.34M |
| Weinberg John SCEO/Chairman, Director · 23 transactions | — | 636.9K | 288.1K | — | — |
| Beutner Austin MPresident, Co-CEO, CIO, Director · 7 transactions | — | 451.6Kas of Mar 2008 | 82.7K | — | 443.9K |
| Schlosstein RalphCo-CEO/Co-Chairman, Director · 234 transactions | — | 339.7Kas of Feb 2022 | 1.61M | — | 1.73M |
| Pritzker Anthony NDirector · 5 transactions | — | 121.8Kas of Jun 2013 | 7.4K | — | — |
| Pritzker Anthony N +1 co-filerDirector · 3 transactions | — | 116.4Kas of Mar 2010 | 2.4K | — | 58.0K |
| Sibbald AndrewCEO EVR Partners International · 112 transactions | — | 100.6Kas of Feb 2019 | 307.2K | — | 310.6K |
| Hiltz WilliamSenior Managing Director · 4 transactions | — | 88.0Kas of Sep 2009 | 12.3K | — | — |
| Altman Roger CFounder and Senior Chairman, Director · 304 transactions | — | 84.2K | 1.22M | — | 968.9K |
| de Saint Phalle FrancoisDirector · 9 transactions | — | 63.1Kas of Jun 2016 | 13.1K | — | — |
| Klurfeld JasonGeneral Counsel · 40 transactions | — | 57.8K | 113.5K | 1 | 31.5K |
| Millard Robert BDirector · 16 transactions | — | 53.5K | 18.5K | — | — |
| Gavenda Thomas JPrincipal Accounting Officer · 2 transactions | — | 46.8Kas of Mar 2007 | 46.8K | — | — |
| Harris Gail BlockDirector · 26 transactions | — | 40.2K | 26.8K | — | — |
| 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 | — | — |
| Hessler Curtis ADirector · 9 transactions | — | 18.1Kas of Jun 2016 | 13.1K | — | — |
| Arellano Ostoa AugustoCEO of EVR Mexico · 23 transactions | — | 17.0Kas of Feb 2019 | 15.9K | — | 47.6K |
| Beattie Richard IDirector · 22 transactions | — | 17.0Kas of Dec 2023 | 18.6K | — | 11.5K |
| Overlock Wilard J JrDirector · 13 transactions | — | 15.3K | 15.3K | — | — |
| Williamson Sarah KDirector · 11 transactions | — | 14.1K | 12.1K | 2.0K | — |
| Wheeler William JDirector · 13 transactions | — | 12.6K | 12.6K | — | — |
| Robertson Sir SimonDirector · 11 transactions | — | 9.7K | 9.7K | — | — |
| Futter Ellen VDirector · 11 transactions | — | 7.3K | 8.3K | — | 981 |
| Pensa PaulContr, Prin. Acct.Officer · 171 transactions | — | 6.9K | 59.1K | — | 30.0K |
| Wezdenko David EChief Financial Officer · 3 transactions | — | 5.0Kas of Jul 2007 | 5.0K | — | 29.6K |
| Carlton Pamela GDirector · 14 transactions | — | 3.8K | 6.5K | — | 2.7K |
| Wilson Kendrick R IIIDirector · 4 transactions | — | 3.7Kas of Jun 2021 | 3.7K | — | — |
| Varney Christine ADirector · 1 transaction | — | 884 | 727 | — | — |
| Aspe PedroCEO of EVR Mexico · 167 transactions | — | 3as of Dec 2015 | 266.5K | — | 355.7K |
| Mestre Eduardo GVice Chairman · 59 transactions | — | 1as of Feb 2012 | 397.3K | — | 307.1K |
| Walsh Robert BCFO (through 8/31/2021) · 170 transactions | — | 1as of Feb 2022 | 318.0K | 13.0K | 160.6K |
| Frankel Adam BGeneral Counsel · 157 transactions | — | 1as of Feb 2018 | 110.2K | — | 51.0K |
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 all recorded history: -5.63M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.