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
$26.29M
Companies
1
Total Filings
110
Lifetime Open-Market Net
-$52.33M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. 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 | $312.43 | $26.29M | -$52.33M | 102 | 2026-02-23 |
Recent Filings · Page 9 of 11
110 filingsInsider 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 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2012-02-13 | EVR | Tax (F) | −10,548 | -$299.3K | EDGAR |
| 2012-02-08 | EVR | Mixed | +63,723 | -$840.3K | EDGAR |
| 2011-12-13 | EVR | Grant (A) | +1,999 | $0 | EDGAR |
| 2011-09-13 | EVR | Grant (A) | +2,075 | $0 | EDGAR |
| 2011-06-23 | EVR | Disp (D) | — | $0 | EDGAR |
| 2011-06-14 | EVR | Grant (A) | +1,423 | $0 | EDGAR |
| 2011-05-11 | EVR | Tax (F) | −10,899 | -$377.8K | EDGAR |
| 2011-03-14 | EVR | Grant (A) | +1,773 | $0 | EDGAR |
| 2011-03-07 | EVR | Tax (F) | −10,782 | -$363.0K | EDGAR |
| 2011-02-22 | EVR | Grant (A) | +36,385 | $0 | EDGAR |
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. 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; missing follow-up Form 4s suggest the notice was cancelled or modified.
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. 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; missing follow-up Form 4s suggest the notice was cancelled or modified.