Jason Klurfeld
CIK 1729982 · General Counsel · last filed 2026-02-23
Jason Klurfeld is a General Counsel who has filed 34 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for EVR, was dated Feb 23, 2026. Across all open-market trades the lifetime net is −$6.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $17.1M across reported positions. 3 Form 144 notices of planned sales are also on file; the latest, for EVR on Feb 6, 2026, lists the filer as an officer.
"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
C/O EVERCORE INC.
NEW YORK, NY 10055
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| EVR | General Counsel | 57,793 | $296.35 | $17.13M | -$6.28M | 31 | 2026-02-23 |
Recent Filings
34 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-23 | EVR | Grant (A) | +8,799 | $0 | EDGAR |
| 2026-02-17 | EVR | Tax (F) | −374 | -$122.9K | EDGAR |
| 2026-02-06 | EVR | Notice (144) Officer · Planned Feb 6, 2026 Sold: Form 4 filed Feb 6, 2026 |
−5,000 | -$1.80M | EDGAR |
| 2026-02-06 | EVR | Mixed | −10,319 | -$3.64M | EDGAR |
| 2025-08-05 | EVR | Sell (S) | −5,500 | -$1.57M | EDGAR |
| 2025-08-01 | EVR | Notice (144) Officer · Planned Aug 1, 2025 Sold: Form 4 filed Aug 5, 2025 |
−5,500 | -$1.57M | EDGAR |
| 2025-03-12 | EVR | Grant (A) | +30,000 | $0 | EDGAR |
| 2025-02-24 | EVR | Grant (A) | +8,318 | $0 | EDGAR |
| 2025-02-18 | EVR | Tax (F) | −374 | -$99.7K | EDGAR |
| 2025-02-06 | EVR | Tax (F) | −5,121 | -$1.46M | 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).