Robert B Walsh
CIK 1402456 · Principal Financial Officer · last filed 2021-06-03
Robert B Walsh is a Principal Financial Officer who has filed 68 SEC Form 4 insider transactions across 1 company since 2007. The most recent filing shows the insider sold $6.0M of EVR on Jun 3, 2021. Across all open-market trades the lifetime net is −$15.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $16.5M across reported positions.
"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 | Principal Financial Officer | 55,558 | $296.35 | $16.46M | -$15.31M | 68 | 2021-06-03 |
Recent Filings
68 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-06-03 | EVR | Sell (S) | −40,902 | -$6.00M | EDGAR |
| 2021-02-19 | EVR | Grant (A) | +17,892 | $0 | EDGAR |
| 2021-02-08 | EVR | Mixed | −26,774 | -$3.12M | EDGAR |
| 2020-04-24 | EVR | Buy (P) | +2,000 | $100.3K | EDGAR |
| 2020-03-12 | EVR | Buy (P) | +3,500 | $194.9K | EDGAR |
| 2020-03-09 | EVR | Buy (P) | +7,500 | $469.1K | EDGAR |
| 2020-02-13 | EVR | Grant (A) | +19,508 | $0 | EDGAR |
| 2020-02-06 | EVR | Tax (F) | −6,311 | -$491.7K | EDGAR |
| 2019-02-14 | EVR | Grant (A) | +19,423 | $0 | EDGAR |
| 2019-02-06 | EVR | Mixed | −27,324 | -$2.44M | 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).