Insider transactions

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.

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Disclosed Exposure
$24.94M
Companies
1
Total Filings
110
Lifetime Open-Market Net
-$52.33M

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 month

Dollar 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

latest
OfficerDirector10% owner* stale (no filing in 3 yrs)

Most 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

Reported Address
EVERCORE PARTNERS INC.
55 EAST 52ND STREET, 43RD FLOOR
NEW YORK, NY 10055
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count in each company: direct shares plus every indirect holder (trusts, LLCs, partnerships, family members) on the latest Form 4 that lists them. Disclosed exposure = shares × current underlying price.
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

Who holds the shares on record: the insider directly, and each trust, LLC, partnership or family member reported as an indirect holder on the latest Form 4 that lists them. Holder names come from the filing's footnotes. Rows under No longer reported appeared on earlier filings but not the latest one, usually because the holder was emptied or folded into another; they are not counted in the total.
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 3 of 11

110 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144, so not all of them end in a sale. Under each notice: the role the filer ticked on it, and whether a sale followed (a Form 4 sale within 30 days, or a sale listed on a later notice).
Filed Symbol Action Net Shares Net $ Link
2024-02-06 EVR Tax (F) −18,313 -$3.23M EDGAR
2023-11-01 EVR Gift (G) — $0 EDGAR
2023-06-15 EVR Gift (G) — $0 EDGAR
2023-06-14 EVR Notice (144)
Director · Planned Jun 14, 2023
No sale on file
 −20,200 -$2.54M EDGAR
2023-02-15 EVR Grant (A) +28,338 $0 EDGAR
2023-02-07 EVR Tax (F) −22,946 -$3.03M EDGAR
2022-12-16 EVR Gift (G) −1 $0 EDGAR
2022-02-17 EVR Grant (A) +37,048 $0 EDGAR
2022-02-08 EVR Tax (F) −22,490 -$2.92M EDGAR
2021-02-19 EVR Grant (A) +31,950 $0 EDGAR
Showing 21–30 of 110
Page 3 of 11
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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
Each Form 144 lists the seller's sales of the company's stock in the 3 months before it. These are the sales on this filer's notices that no Form 4 on file shows, which is the usual case once someone is no longer an officer or director, or for an affiliate who never files Form 4s. Each sale is listed once, with the first notice that reported it.
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