EVR · Insider Trading
Evercore Inc.
Every open-market purchase and sale reported by EVR officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Timothy Gilbert LaLonde | Chief Financial Officer | Sell | −7,808 | −$2.68M |
| 2026-06-12 | Robert B Millard | Director | A | +815 | — |
| 2026-06-12 | Christine A Varney | Director | A | +727 | — |
| 2026-06-12 | Sir Simon Robertson | Director | A | +364 | — |
| 2026-06-12 | Wilard J Overlock Jr | Director | A | +727 | — |
| 2026-06-12 | Sarah K Williamson | Director | A | +727 | — |
| 2026-06-12 | Ellen V Futter | Director | A | +364 | — |
| 2026-06-12 | Gail Block Harris | Director | A | +364 | — |
| 2026-06-12 | William J Wheeler | Director | A | +364 | — |
| 2026-06-12 | Pamela G Carlton | Director | A | +364 | — |
| 2026-03-10 | Sarah K Williamson | Director | Buy | +2,000 | +$580.86K |
| 2026-02-23 | Roger C Altman | Founder and Senior Chairman | A | +30,062 | — |
| 2026-02-23 | Jason Klurfeld | General Counsel | A | +8,799 | — |
| 2026-02-23 | Timothy Gilbert LaLonde | Chief Financial Officer | A | +12,465 | — |
| 2026-02-23 | Matthew Lindsey-Clark | Co-Head EMEA IB | A | +7,638 | — |
| 2026-02-23 | Paul Pensa | Contr, Prin. Acct.Officer | A | +1,867 | — |
| 2026-02-23 | John S Weinberg | CEO/Chairman | A | +31,528 | — |
| 2026-02-17 | Jason Klurfeld | General Counsel | F | −374 | −$122.88K |
| 2026-02-06 | Timothy Gilbert LaLonde | Chief Financial Officer | F | −7,320 | −$2.53M |
| 2026-02-06 | John S Weinberg | CEO/Chairman | F | −13,360 | −$4.63M |
| 2026-02-06 | Matthew Lindsey-Clark | Co-Head EMEA IB | F | −3,578 | −$1.24M |
| 2026-02-06 | Paul Pensa | Contr, Prin. Acct.Officer | MIXED | −2,705 | −$942.47K |
| 2026-02-06 | Jason Klurfeld | General Counsel | MIXED | −10,319 | −$3.64M |
| 2026-02-06 | Roger C Altman | Founder and Senior Chairman | F | −13,554 | −$4.69M |
| 2026-01-02 | Timothy Gilbert LaLonde | Chief Financial Officer | M | +50,000 deriv. | — |
| 2025-12-11 | Pamela G Carlton | Director | Sell | −192 | −$65.88K |
| 2025-11-10 | Roger C Altman | Founder and Senior Chairman | G | −33,400 deriv. | — |
| 2025-09-09 | Gail Block Harris | Director | G | −33 | — |
| 2025-08-25 | Roger C Altman | Founder and Senior Chairman | G | −33,400 deriv. | — |
| 2025-08-07 | Timothy Gilbert LaLonde | Chief Financial Officer | Sell | −8,407 | −$2.48M |
| 2025-08-05 | Jason Klurfeld | General Counsel | Sell | −5,500 | −$1.57M |
| 2025-08-01 | Roger C Altman | Founder and Senior Chairman | G | −23,400 deriv. | — |
| 2025-06-12 | Pamela G Carlton | Director | A | +527 | — |
| 2025-06-12 | Sir Simon Robertson | Director | A | +527 | — |
| 2025-06-12 | Gail Block Harris | Director | A | +527 | — |
| 2025-06-12 | Wilard J Overlock Jr | Director | A | +1,054 | — |
| 2025-06-12 | William J Wheeler | Director | A | +527 | — |
| 2025-06-12 | Sarah K Williamson | Director | A | +1,054 | — |
| 2025-06-12 | Robert B Millard | Director | A | +1,181 | — |
| 2025-06-12 | Ellen V Futter | Director | A | +527 | — |
| 2025-03-12 | Jason Klurfeld | General Counsel | A | +30,000 | — |
| 2025-02-24 | Roger C Altman | Founder and Senior Chairman | A | +15,711 | — |
| 2025-02-24 | Jason Klurfeld | General Counsel | A | +8,318 | — |
| 2025-02-24 | Timothy Gilbert LaLonde | Chief Financial Officer | A | +12,292 | — |
| 2025-02-24 | Paul Pensa | Contr, Prin. Acct.Officer | A | +2,196 | — |
| 2025-02-24 | John S Weinberg | CEO/Chairman | A | +22,643 | — |
| 2025-02-18 | Jason Klurfeld | General Counsel | F | −374 | −$99.70K |
| 2025-02-14 | Roger C Altman | Founder and Senior Chairman | G | −16,300 | — |
| 2025-02-10 | Edward S Hyman | Vice Chair EVR & Chairman EISI | Sell | −55,825 | −$15.52M |
| 2025-02-10 | Paul Pensa | Contr, Prin. Acct.Officer | Sell | −1,863 | −$523.92K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Edward S Hyman | Vice Chair EVR & Chairman EISI | 4,284,138 | $1.27B |
| John S Weinberg | CEO/Chairman | 636,890 | $188.74M |
| Roger C Altman | Founder and Senior Chairman | 84,152 | $24.94M |
| Jason Klurfeld | General Counsel | 57,793 | $17.13M |
| Robert B Millard | Director | 53,497 | $15.85M |
| Gail Block Harris | Director | 40,151 | $11.90M |
| Timothy Gilbert LaLonde | Chief Financial Officer | 34,800 | $10.31M |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 27,847 | $8.25M |
| Wilard J Overlock Jr | Director | 15,279 | $4.53M |
| Sarah K Williamson | Director | 14,072 | $4.17M |
| William J Wheeler | Director | 12,642 | $3.75M |
| Sir Simon Robertson | Director | 9,715 | $2.88M |
| Ellen V Futter | Director | 7,312 | $2.17M |
| Paul Pensa | Contr, Prin. Acct.Officer | 6,889 | $2.04M |
| Pamela G Carlton | Director | 3,845 | $1.14M |
| Christine A Varney | Director | 884 | $261.97K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the EVR quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.