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Insider Transactions

What Evercore Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.

Insider trades

3 months 12 months
Open-market buys 0 1
Sells 1 4
Total trades 10 27

Shares traded

3 months 12 months
Acquired 0 0
Disposed 0 0
Net activity +0 +0

Common stock only — 27 reported trades in the last 12 months are in a security these totals do not cover.

See the story behind these numbers

View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.

Open-market buyer Disclosed 10b5-1 Heavy discretionary Sign up free

All transactions

Insider Relation Date Transaction Shares Price Value Shares held
LaLonde Timothy Gilbert Chief Financial Officer Jun 11 Open-market sale · S −7,808 $343.06 −$2.68M 34,800
Futter Ellen V Director Jun 10 Grant / award · A +364 7,312
Carlton Pamela G Director Jun 10 Grant / award · A +364 3,845
Harris Gail Block Director Jun 10 Grant / award · A +364 40,151
Millard Robert B Director Jun 10 Grant / award · A +815 53,497
Overlock Wilard J Jr Director Jun 10 Grant / award · A +727 15,279
Wheeler William J Director Jun 10 Grant / award · A +364 12,642
Robertson Sir Simon Director Jun 10 Grant / award · A +364 9,715
Varney Christine A Director Jun 10 Grant / award · A +727 884
Williamson Sarah K Director Jun 10 Grant / award · A +727 14,072
Williamson Sarah K Director Mar 06 Open-market buy · P +2,000 $290.43 +$581K 13,345
Lindsey-Clark Matthew Co-Head EMEA IB Feb 19 Grant / award · A +7,638 27,847
LaLonde Timothy Gilbert Chief Financial Officer Feb 19 Grant / award · A +12,465 42,608
Altman Roger C Founder and Senior Chairman Feb 19 Grant / award · A +30,062 84,152
Klurfeld Jason General Counsel Feb 19 Grant / award · A +8,799 57,793
Pensa Paul Contr, Prin. Acct.Officer Feb 19 Grant / award · A +1,867 6,889
Weinberg John S CEO/Chairman Feb 19 Grant / award · A +31,528 636,890
Klurfeld Jason General Counsel Feb 13 Withheld — tax / exercise cost · F −374 $328.56 −$123K 48,994
Klurfeld Jason General Counsel Feb 06 Open-market sale · S −5,000 $360.00 −$1.8M 49,368
Pensa Paul Contr, Prin. Acct.Officer Feb 05 Open-market sale · S −1,450 $350.31 −$508K 5,022

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