Roger C Altman
CIK 1369899 · Founder and Senior Chairman · last filed 2026-02-23
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
EVR price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
55 EAST 52ND STREET, 43RD FLOOR
NEW YORK, NY 10055
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| EVR | Founder and Senior Chairman | 84,152 | $296.35 | $24.94M | -$52.33M | 102 | 2026-02-23 |
Holdings By Holder
| Symbol | Holder | Shares | Share of Total | Reported |
|---|---|---|---|---|
| EVR | Direct | 84,152 | 100.0% | 2026-02-23 |
| Shares held in trust. | 0 | 0.0% | 2022-12-16 | |
| Total | 84,152 | |||
| No longer reported | ||||
| Share held in trust. | 1 | — | last 2022-02-08 | |
| Please see footnote. | 50,000 | — | last 2017-02-16 | |
| See footnote. | 50,000 | — | last 2016-12-12 | |
| See footnote | 50,000 | — | last 2016-06-13 | |
| Share held in trust | 1 | — | last 2016-02-18 | |
| Please see footnote | 50,000 | — | last 2013-12-16 | |
| Share held by trust | 1 | — | last 2013-06-18 | |
| Share held by trust. | 1 | — | last 2012-12-18 | |
| Shares held by trust. | 1 | — | last 2011-02-22 | |
| Shares held by trust | 1 | — | last 2011-02-17 | |
Recent Filings · Page 11 of 11
110 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2009-12-17 | EVR | Grant (A) | +731 | $0 | EDGAR |
| 2009-10-07 | EVR | Gift (G) | — | $0 | EDGAR |
| 2009-09-15 | EVR | Grant (A) | +669 | $0 | EDGAR |
| 2009-08-12 | EVR | Disp (D) | — | $0 | EDGAR |
| 2009-03-18 | EVR | Gift (G) | −20,668 | $0 | EDGAR |
| 2009-02-11 | EVR | Mixed | +79,334 | $0 | EDGAR |
| 2008-03-05 | EVR | Grant (A) | +82,671 | $0 | EDGAR |
| 2008-01-02 | EVR | Gift (G) | — | $0 | EDGAR |
| 2007-07-03 | EVR | Mixed | — | -$12.41M | EDGAR |
| 2007-01-11 | EVR | Gift (G) | — | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment, and an amended or cancelled notice is not listed. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes. Someone who is no longer an officer or director (or never was) files no Form 4, so for them a sale shows up only on a later notice, which lists the seller's sales from the 3 months before it. "No sale on file" means neither record shows one; a dash in Net $ means the value filed on the notice doesn't fit the stock's price (likely a typo).
Sales Reported Only on Form 144
3 sales · $20.15M| Sold | Symbol | Shares | Proceeds | Avg Price | Listed On |
|---|---|---|---|---|---|
| 2025-08-22 | EVR | 33,400 | $10.70M | $320.50 | 2025-11-07 |
| 2025-07-31 | EVR | 23,400 | $7.06M | $301.83 | 2025-08-22 |
| 2024-07-26 | EVR | 9,450 | $2.38M | $251.70 | 2024-10-25 |