| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
40,630,000 |
| Market
Cap: |
14.53(B) |
| Last
Volume: |
698,806 |
Avg
Vol: |
437,944 |
| 52
Week Range: |
$163.77 - $383.12 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Asset Management |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 1061 |
| Guru Rank Value : 0 |
| Guru Occurances : 1 |
|
|
|
|
|
| |
|
Company Profile Evercore is a holding company. Through its subsidiaries, Co. is an investment banking advisory firm. Co. operates through two business segments: Investment Banking, which includes the advisory business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other corporate transactions, and the Evercore International Strategy and Investment business through which it provides macroeconomic, policy and fundamental equity research and agency-based equity securities trading; and Investment Management, which includes the wealth management business through which it provides investment advisory, wealth management and fiduciary services.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
192 |
192 |
54,648 |
285,285 |
| Total Sell Value |
$65,877 |
$65,877 |
$15,272,886 |
$84,415,667 |
| Total People Sold |
1 |
1 |
5 |
5 |
| Total Sell Transactions |
1 |
1 |
6 |
23 |
| End Date |
2025-11-09 |
2025-08-08 |
2025-02-07 |
2024-02-08 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Klurfeld Jason |
General Counsel |
• – – |
2026-02-06 |
4 |
S |
$360.00 |
$1,800,000 |
D/D |
(5,000) |
49,368 |
|
- |
|
| Pensa Paul |
Contr, Prin. Acct.Officer |
• – – |
2026-02-05 |
4 |
S |
$350.31 |
$507,950 |
D/D |
(1,450) |
5,022 |
|
- |
|
| Lalonde Timothy Gilbert |
Chief Financial Officer |
• – – |
2026-02-04 |
4 |
D |
$346.23 |
$2,534,422 |
D/D |
(7,320) |
30,143 |
|
- |
|
| Pensa Paul |
Contr, Prin. Acct.Officer |
• – – |
2026-02-04 |
4 |
D |
$346.23 |
$434,522 |
D/D |
(1,255) |
6,472 |
|
- |
|
| Klurfeld Jason |
General Counsel |
• – – |
2026-02-04 |
4 |
D |
$346.23 |
$1,841,611 |
D/D |
(5,319) |
54,368 |
|
- |
|
| Altman Roger C |
Founder and Senior Chairman |
• • – |
2026-02-04 |
4 |
D |
$346.23 |
$4,692,835 |
D/D |
(13,554) |
54,090 |
|
- |
|
| Weinberg John S |
CEO/Chairman |
• • – |
2026-02-04 |
4 |
D |
$346.23 |
$4,625,666 |
D/D |
(13,360) |
605,362 |
|
- |
|
| Lindsey-Clark Matthew |
Co-Head EMEA IB |
• – – |
2026-02-04 |
4 |
D |
$346.23 |
$1,238,820 |
D/D |
(3,578) |
20,209 |
|
- |
|
| Carlton Pamela G |
|
– • – |
2025-12-09 |
4 |
S |
$343.11 |
$65,877 |
D/D |
(192) |
3,481 |
|
-3% |
|
| Harris Gail Block |
|
– • – |
2025-09-05 |
4 |
GD |
$0.00 |
$0 |
D/D |
33 |
39,787 |
|
- |
|
| Lalonde Timothy Gilbert |
Chief Financial Officer |
• – – |
2025-08-05 |
4 |
S |
$295.44 |
$2,483,764 |
D/D |
(8,407) |
37,463 |
|
-15% |
|
| Klurfeld Jason |
General Counsel |
• – – |
2025-08-01 |
4 |
S |
$285.85 |
$1,572,175 |
D/D |
(5,500) |
59,687 |
|
-16% |
|
| Harris Gail Block |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
527 |
39,820 |
|
- |
|
| Futter Ellen V |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
527 |
6,948 |
|
- |
|
| Robertson Sir Simon |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
527 |
9,351 |
|
- |
|
| Millard Robert B |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,181 |
52,682 |
|
- |
|
| Wheeler William J |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
527 |
12,278 |
|
- |
|
| Williamson Sarah K |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,054 |
11,345 |
|
- |
|
| Overlock Wilard J Jr |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,054 |
14,552 |
|
- |
|
| Carlton Pamela G |
|
– • – |
2025-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
527 |
3,673 |
|
- |
|
| Lindsey-Clark Matthew |
CEO - Europe & Middle East IB |
• – – |
2025-04-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
23,787 |
|
63% |
|
| Klurfeld Jason |
General Counsel |
• – – |
2025-03-10 |
4 |
A |
$0.00 |
$0 |
D/D |
30,000 |
65,187 |
|
- |
|
| Klurfeld Jason |
General Counsel |
• – – |
2025-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
8,318 |
35,187 |
|
- |
|
| Pensa Paul |
Contr, Prin. Acct.Officer |
• – – |
2025-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
2,196 |
7,727 |
|
- |
|
| Altman Roger C |
Founder and Senior Chairman |
• • – |
2025-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
15,711 |
67,644 |
|
- |
|
453 Records found
|
|
Page 1 of 19 |
|
|
6.59 (1.88%) 
