Evercore Inc. (EVR) · Insider trading
What Evercore's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$580,860
1 insider, 1 trade
Sold, 12 months
$5.05M
4 insiders, 0% under a plan
Net, 12 months
−$4.47M
bought less sold
Latest filing
2026-06-15
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Hyman Edward SVice Chair EVR & Chairman EISI | – | $77.13M | 15 | 2025-02-10 | 1,643,035 |
| LaLonde Timothy GilbertChief Financial Officer | – | $5.16M | 2 | 2026-06-11 | 34,800 |
| Klurfeld JasonGeneral Counsel | – | $3.37M | 2 | 2026-02-06 | 49,368 |
| Pensa PaulContr, Prin. Acct.Officer | – | $1.03M | 2 | 2026-02-05 | 5,022 |
| Williamson Sarah KDirector | $580,860 | – | 1 | 2026-03-06 | 13,345 |
| Carlton Pamela GDirector | – | $65,877 | 1 | 2025-12-09 | 3,481 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy GilbertChief Financial Officer | Sale | 7,808 | 343.06 | $2.68M | 34,800 | Form 4 |
| 2026-03-06 | Williamson Sarah KDirector | Buy | 2,000 | 290.43 | $580,860 | 13,345 | Form 4 |
| 2026-02-06 | Klurfeld JasonGeneral Counsel | Sale | 5,000 | 360.00 | $1.80M | 49,368 | Form 4 |
| 2026-02-05 | Pensa PaulContr, Prin. Acct.Officer | Sale | 1,450 | 350.31 | $507,950 | 5,022 | Form 4 |
| 2025-12-09 | Carlton Pamela GDirector | Sale | 192 | 343.11 | $65,877 | 3,481 | Form 4 |
| 2025-08-05 | LaLonde Timothy GilbertChief Financial Officer | Sale | 8,407 | 295.44 | $2.48M | 37,463 | Form 4 |
| 2025-08-01 | Klurfeld JasonGeneral Counsel | Sale | 5,500 | 285.85 | $1.57M | 59,687 | Form 4 |
| 2025-02-10 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 17,502 | 271.68 | $4.75M | 1,643,035 | Form 4 |
| 2025-02-07 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 21,184 | 277.20 | $5.87M | 1,660,537 | Form 4 |
| 2025-02-07 | Pensa PaulContr, Prin. Acct.Officer | Sale | 1,863 | 281.23 | $523,931 | 5,531 | Form 4 |
| 2025-02-06 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 17,139 | 285.56 | $4.89M | 1,681,721 | Form 4 |
| 2024-11-22 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 20,814 | 310.52 | $6.46M | 1,706,519 | Form 4 |
| 2024-11-21 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 9,888 | 309.18 | $3.06M | 1,727,333 | Form 4 |
| 2024-11-20 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 10,855 | 299.09 | $3.25M | 1,737,221 | Form 4 |
| 2024-11-19 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 8,986 | 298.87 | $2.69M | 1,748,076 | Form 4 |
| 2024-11-18 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 11,154 | 298.55 | $3.33M | 1,757,062 | Form 4 |
| 2024-11-15 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 8,550 | 298.31 | $2.55M | 1,768,216 | Form 4 |
| 2024-11-14 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 10,869 | 300.08 | $3.26M | 1,776,766 | Form 4 |
| 2024-11-13 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 12,316 | 304.75 | $3.75M | 1,787,635 | Form 4 |
| 2024-11-12 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 10,305 | 308.32 | $3.18M | 1,799,951 | Form 4 |
| 2024-11-08 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 12,162 | 306.80 | $3.73M | 1,810,256 | Form 4 |
| 2024-11-07 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 34,101 | 308.83 | $10.53M | 1,822,418 | Form 4 |
| 2024-11-06 | Hyman Edward SVice Chair EVR & Chairman EISI | Sale | 50,000 | 316.38 | $15.82M | 1,856,519 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
29 × grant or award14 × shares withheld for tax2 × gift
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-06-10 | Carlton Pamela GDirector | Grant or award A | +364 | – | 3,845 | Form 4 |
| 2026-06-10 | Futter Ellen VDirector | Grant or award A | +364 | – | 7,312 | Form 4 |
| 2026-06-10 | Harris Gail BlockDirector | Grant or award A | +364 | – | 40,151 | Form 4 |
| 2026-06-10 | Millard Robert BDirector | Grant or award A | +815 | – | 53,497 | Form 4 |
| 2026-06-10 | Overlock Wilard J JrDirector | Grant or award A | +727 | – | 15,279 | Form 4 |
| 2026-06-10 | Robertson Sir SimonDirector | Grant or award A | +364 | – | 9,715 | Form 4 |
| 2026-06-10 | Varney Christine ADirector | Grant or award A | +727 | – | 884 | Form 4 |
| 2026-06-10 | Wheeler William JDirector | Grant or award A | +364 | – | 12,642 | Form 4 |
| 2026-06-10 | Williamson Sarah KDirector | Grant or award A | +727 | – | 14,072 | Form 4 |
| 2026-02-19 | Altman Roger CDirector, Founder and Senior Chairman | Grant or award A | +30,062 | – | 84,152 | Form 4 |
| 2026-02-19 | Klurfeld JasonGeneral Counsel | Grant or award A | +8,799 | – | 57,793 | Form 4 |
| 2026-02-19 | LaLonde Timothy GilbertChief Financial Officer | Grant or award A | +12,465 | – | 42,608 | Form 4 |
| 2026-02-19 | Lindsey-Clark MatthewCo-Head EMEA IB | Grant or award A | +7,638 | – | 27,847 | Form 4 |
| 2026-02-19 | Pensa PaulContr, Prin. Acct.Officer | Grant or award A | +1,867 | – | 6,889 | Form 4 |
| 2026-02-19 | Weinberg John SDirector, CEO/Chairman | Grant or award A | +31,528 | – | 636,890 | Form 4 |
| 2026-02-13 | Klurfeld JasonGeneral Counsel | Shares withheld for tax F | −374 | 328.56 | 48,994 | Form 4 |
| 2026-02-04 | LaLonde Timothy GilbertChief Financial Officer | Shares withheld for tax F | −7,320 | 346.23 | 30,143 | Form 4 |
| 2026-02-04 | Weinberg John SDirector, CEO/Chairman | Shares withheld for tax F | −13,360 | 346.23 | 605,362 | Form 4 |
| 2026-02-04 | Lindsey-Clark MatthewCo-Head EMEA IB | Shares withheld for tax F | −3,578 | 346.23 | 20,209 | Form 4 |
| 2026-02-04 | Pensa PaulContr, Prin. Acct.Officer | Shares withheld for tax F | −1,255 | 346.23 | 6,472 | Form 4 |
| 2026-02-04 | Klurfeld JasonGeneral Counsel | Shares withheld for tax F | −5,319 | 346.23 | 54,368 | Form 4 |
| 2026-02-04 | Altman Roger CDirector, Founder and Senior Chairman | Shares withheld for tax F | −13,554 | 346.23 | 54,090 | Form 4 |
| 2025-09-05 | Harris Gail BlockDirector | Gift G | −33 | – | 39,787 | Form 4 |
| 2025-06-11 | Carlton Pamela GDirector | Grant or award A | +527 | – | 3,673 | Form 4 |
| 2025-06-11 | Robertson Sir SimonDirector | Grant or award A | +527 | – | 9,351 | Form 4 |
| 2025-06-11 | Harris Gail BlockDirector | Grant or award A | +527 | – | 39,820 | Form 4 |
| 2025-06-11 | Overlock Wilard J JrDirector | Grant or award A | +1,054 | – | 14,552 | Form 4 |
| 2025-06-11 | Wheeler William JDirector | Grant or award A | +527 | – | 12,278 | Form 4 |
| 2025-06-11 | Williamson Sarah KDirector | Grant or award A | +1,054 | – | 11,345 | Form 4 |
| 2025-06-11 | Millard Robert BDirector | Grant or award A | +1,181 | – | 52,682 | Form 4 |
| 2025-06-11 | Futter Ellen VDirector | Grant or award A | +527 | – | 6,948 | Form 4 |
| 2025-03-10 | Klurfeld JasonGeneral Counsel | Grant or award A | +30,000 | – | 65,187 | Form 4 |
| 2025-02-20 | Altman Roger CDirector, Founder and Senior Chairman | Grant or award A | +15,711 | – | 67,644 | Form 4 |
| 2025-02-20 | Klurfeld JasonGeneral Counsel | Grant or award A | +8,318 | – | 35,187 | Form 4 |
| 2025-02-20 | LaLonde Timothy GilbertChief Financial Officer | Grant or award A | +12,292 | – | 45,870 | Form 4 |
| 2025-02-20 | Pensa PaulContr, Prin. Acct.Officer | Grant or award A | +2,196 | – | 7,727 | Form 4 |
| 2025-02-20 | Weinberg John SDirector, CEO/Chairman | Grant or award A | +22,643 | – | 618,722 | Form 4 |
| 2025-02-13 | Klurfeld JasonGeneral Counsel | Shares withheld for tax F | −374 | 266.58 | 26,869 | Form 4 |
| 2025-02-12 | Altman Roger CDirector, Founder and Senior Chairman | Gift G | −16,300 | – | 51,933 | Form 4 |
| 2025-02-04 | Klurfeld JasonGeneral Counsel | Shares withheld for tax F | −5,121 | 285.66 | 27,243 | Form 4 |
| 2025-02-04 | Hyman Edward SVice Chair EVR & Chairman EISI | Shares withheld for tax F | −7,659 | 285.66 | 1,698,860 | Form 4 |
| 2025-02-04 | LaLonde Timothy GilbertChief Financial Officer | Shares withheld for tax F | −6,985 | 285.66 | 33,578 | Form 4 |
| 2025-02-04 | Altman Roger CDirector, Founder and Senior Chairman | Shares withheld for tax F | −15,713 | 285.66 | 68,233 | Form 4 |
| 2025-02-04 | Pensa PaulContr, Prin. Acct.Officer | Shares withheld for tax F | −1,309 | 285.66 | 7,394 | Form 4 |
| 2025-02-04 | Weinberg John SDirector, CEO/Chairman | Shares withheld for tax F | −15,003 | 285.66 | 596,079 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.