Evercore Inc. (EVR)
NYSE: EVR · Investment Advice · New York, NY · filing with the SEC since 2006
Grade6.1
◀ Past 5.2● Present 5.9▶ Future 7.2
Who owns Evercore Inc.
As filed with the SECHolders of 5% or more
2
Vanguard Portfolio Management holds 5.06% of Common Stock, as its SCHEDULE 13G filed Jul 31, 2026 says.
Directors and officers
15
report now, of 26 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Portfolio Management
SCHEDULE 13G · filed Jul 31, 2026 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Wellington Management Group LLP
SCHEDULE 13G/A · filed Feb 10, 2026 · Class A Common Stock · reported falling below 5%, from 5.2% in Nov 12, 2025
Edward S. Hyman
SCHEDULE 13D/A · filed Feb 12, 2025 · Class A Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
What EVR reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Abs
An investee · investee · invested in, named in the 10-K filed Feb 20, 2026
Atalanta Sosnoff Capital L L C
An investee · investee · invested in, named in the 10-K filed Feb 20, 2026
Luminis
An investee · investee · invested in, named in the 10-K filed Feb 20, 2026
Seneca Evercore
An investee · investee · invested in, named in the 10-K filed Feb 20, 2026
29 subsidiaries in 13 countries, from the list filed with the 10-K filed Feb 20, 2026.
Insider tradesForm 4
4sales
1purchases
0sales on a scheduled plan
4people selling
$5.1Msold, in dollars
$600,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 26 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Lalonde Timothy Gilbert | Chief Financial Officer | 1 | $2.7M | 0 | 0 | $0 |
| Klurfeld Jason | General Counsel | 1 | $1.8M | 0 | 0 | $0 |
| Pensa Paul | Contr, Prin. Acct.Officer | 1 | $500,000 | 0 | 0 | $0 |
| Carlton Pamela G | director | 1 | $100,000 | 0 | 0 | $0 |
| Williamson Sarah K | director | 0 | $0 | 0 | 1 | $600,000 |