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 | — | — |
| 2026-06-12 | ROBERT B MILLARD | Director | A | — | — |
| 2026-06-12 | CHRISTINE A VARNEY | Director | A | — | — |
| 2026-06-12 | Sir Simon Robertson | Director | A | — | — |
| 2026-06-12 | WILARD J OVERLOCK JR | Director | A | — | — |
| 2026-06-12 | Sarah K Williamson | Director | A | — | — |
| 2026-06-12 | ELLEN V FUTTER | Director | A | — | — |
| 2026-06-12 | Gail Block Harris | Director | A | — | — |
| 2026-06-12 | WILLIAM J WHEELER | Director | A | — | — |
| 2026-06-12 | Pamela G Carlton | Director | A | — | — |
| 2026-03-10 | Sarah K Williamson | Director | Buy | — | — |
| 2026-02-23 | Roger C Altman | Founder and Senior Chairman | A | — | — |
| 2026-02-23 | Jason Klurfeld | General Counsel | A | — | — |
| 2026-02-23 | Timothy Gilbert LaLonde | Chief Financial Officer | A | — | — |
| 2026-02-23 | Matthew Lindsey-Clark | Co-Head EMEA IB | A | — | — |
| 2026-02-23 | Paul Pensa | Contr, Prin. Acct.Officer | A | — | — |
| 2026-02-23 | JOHN S WEINBERG | CEO/Chairman | A | — | — |
| 2026-02-17 | Jason Klurfeld | General Counsel | F | — | — |
| 2026-02-06 | Timothy Gilbert LaLonde | Chief Financial Officer | F | — | — |
| 2026-02-06 | JOHN S WEINBERG | CEO/Chairman | F | — | — |
| 2026-02-06 | Matthew Lindsey-Clark | Co-Head EMEA IB | F | — | — |
| 2026-02-06 | Paul Pensa | Contr, Prin. Acct.Officer | MIXED | — | — |
| 2026-02-06 | Jason Klurfeld | General Counsel | MIXED | — | — |
| 2026-02-06 | Roger C Altman | Founder and Senior Chairman | F | — | — |
| 2026-01-02 | Timothy Gilbert LaLonde | Chief Financial Officer | M | — | — |
| 2025-12-11 | Pamela G Carlton | Director | Sell | — | — |
| 2025-11-10 | Roger C Altman | Founder and Senior Chairman | G | — | — |
| 2025-09-09 | Gail Block Harris | Director | G | — | — |
| 2025-08-25 | Roger C Altman | Founder and Senior Chairman | G | — | — |
| 2025-08-07 | Timothy Gilbert LaLonde | Chief Financial Officer | Sell | — | — |
| 2025-08-05 | Jason Klurfeld | General Counsel | Sell | — | — |
| 2025-08-01 | Roger C Altman | Founder and Senior Chairman | G | — | — |
| 2025-06-12 | Pamela G Carlton | Director | A | — | — |
| 2025-06-12 | Sir Simon Robertson | Director | A | — | — |
| 2025-06-12 | Gail Block Harris | Director | A | — | — |
| 2025-06-12 | WILARD J OVERLOCK JR | Director | A | — | — |
| 2025-06-12 | WILLIAM J WHEELER | Director | A | — | — |
| 2025-06-12 | Sarah K Williamson | Director | A | — | — |
| 2025-06-12 | ROBERT B MILLARD | Director | A | — | — |
| 2025-06-12 | ELLEN V FUTTER | Director | A | — | — |
| 2025-03-12 | Jason Klurfeld | General Counsel | A | — | — |
| 2025-02-24 | Roger C Altman | Founder and Senior Chairman | A | — | — |
| 2025-02-24 | Jason Klurfeld | General Counsel | A | — | — |
| 2025-02-24 | Timothy Gilbert LaLonde | Chief Financial Officer | A | — | — |
| 2025-02-24 | Paul Pensa | Contr, Prin. Acct.Officer | A | — | — |
| 2025-02-24 | JOHN S WEINBERG | CEO/Chairman | A | — | — |
| 2025-02-18 | Jason Klurfeld | General Counsel | F | — | — |
| 2025-02-14 | Roger C Altman | Founder and Senior Chairman | G | — | — |
| 2025-02-10 | EDWARD S HYMAN | Vice Chair EVR & Chairman EISI | Sell | — | — |
| 2025-02-10 | Paul Pensa | Contr, Prin. Acct.Officer | Sell | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | Vice Chair EVR & Chairman EISI | 4,284,138 | — |
| — | Co-Vice Chairman | 925,578 | — |
| — | CEO/Chairman | 636,890 | — |
| — | CEO of EVR Mexico | 340,364 | — |
| — | Co-CEO/Co-Chairman | 239,675 | — |
| — | Vice Chairman | 194,804 | — |
| — | Director | 121,796 | — |
| — | CEO EVR Partners International | 100,581 | — |
| — | Founder and Senior Chairman | 84,152 | — |
| — | Director | 63,090 | — |
| — | General Counsel | 57,793 | — |
| — | Principal Financial Officer | 55,558 | — |
| — | Director | 53,497 | — |
| — | — | 46,803 | — |
| — | Director | 40,151 | — |
| — | Chief Financial Officer | 34,800 | — |
| — | Chief Financial Officer | 33,495 | — |
| — | Co-Head EMEA IB | 27,847 | — |
| — | Director | 18,090 | — |
| — | CEO of EVR Mexico | 17,046 | — |
| — | Director | 17,000 | — |
| — | Director | 15,279 | — |
| — | Director | 14,072 | — |
| — | Director | 12,642 | — |
| — | Director | 9,715 | — |
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.