Welcome to our dedicated page for Evercore SEC filings (Ticker: EVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Evercore Inc. filings document the regulatory record for a Delaware operating company with Class A common stock listed on the New York Stock Exchange under EVR. Current reports furnish operating and financial results, dividend-related announcements, material-event disclosures, governance changes and capital-structure matters for the firm’s advisory, equities and investment management businesses.
Proxy materials describe board composition, committee assignments, director compensation and annual-meeting governance matters. Other disclosures address material agreements, securities registered under Section 12(b), Inline XBRL exhibits and the formal presentation of segment results for Investment Banking & Equities and Investment Management.
Evercore Inc. Chief Financial Officer Timothy Gilbert LaLonde sold 7,808 shares of Class A common stock in an open-market transaction. The shares were sold on June 11, 2026 at a weighted average price of about $343.06 per share, with individual sale prices ranging from approximately $340.88 to $344.56 per share. Following this sale, he holds 34,800 shares of Evercore Class A common stock directly.
Williamson Sarah K reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Sarah K. Williamson received an equity award in the form of 727 shares of Class A common stock, granted at no cash cost to her. These shares are structured as restricted stock units that are scheduled to be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. Following this compensation-related grant, her direct holdings increased to 14,072 shares of Evercore Class A common stock.
WHEELER WILLIAM J reported acquisition or exercise transactions in this Form 4 filing.
Evercore director William J. Wheeler reported receiving an award of 364 shares of Class A common stock in the form of restricted stock units at $0.00 per share. These units are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Wheeler directly holds 12,642 Class A shares.
Evercore Inc. director Christine A. Varney reported an equity compensation grant on Form 4. She acquired 727 shares of Class A common stock at a stated price of $0.00 per share as a grant or award, increasing her directly held position to 884 shares after the transaction.
According to the footnote, these are restricted stock units that are scheduled to be delivered on June 10, 2027, with the possibility of accelerated vesting in certain circumstances. This reflects routine, compensation-related equity rather than an open-market purchase.
Robertson Sir Simon reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Sir Simon Robertson reported a compensation-related equity award. On June 10, 2026, he received 364 shares of Evercore Class A common stock at a price of $0.00 per share, classified as a grant or award rather than an open-market purchase.
These shares are in the form of restricted stock units that are scheduled to be delivered on June 10, 2027, with provisions for accelerated vesting in certain circumstances. Following this award, Robertson directly holds 9,715 shares of Evercore Class A common stock.
OVERLOCK WILARD J JR reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Willard J. Overlock Jr. received an equity compensation grant of 727 restricted stock units representing shares of Class A common stock. The units were awarded at no cash cost and are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Overlock directly holds 15,279 shares of Evercore Class A common stock. This reflects routine stock-based compensation rather than an open-market share purchase or sale.
MILLARD ROBERT B reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Robert B. Millard received an equity award of 815 shares of Class A common stock in the form of restricted stock units at no cost. These units are scheduled to be delivered on June 10, 2027, and his direct holdings after the award total 53,497 shares.
Evercore Inc. director Harris Gail Block received an equity grant of 364 shares of Class A common stock. The shares were acquired as a grant or award at a stated price of $0.00 per share, increasing Block’s direct holdings to 40,151 shares after the transaction.
According to the footnote, these restricted stock units are scheduled to be delivered on June 10, 2027, with the potential for accelerated vesting in certain circumstances. This filing reflects routine, compensation-related equity awards rather than an open-market purchase or sale.
FUTTER ELLEN V reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Ellen V. Futter received a grant of 364 restricted stock units representing Class A common stock on June 10, 2026, at no purchase price. These units are scheduled to be delivered on June 10, 2027, subject to possible accelerated vesting, increasing her direct holdings to 7,312 shares.
Evercore Inc. reported that director Pamela G. Carlton received an award of 364 shares of Class A common stock as a grant or other acquisition at no cash cost per share. Following this award, she directly holds 3,845 Class A shares.
The footnotes state these restricted stock units are scheduled to be delivered on June 10, 2027, with the possibility of accelerated vesting in certain circumstances.