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 runs Evercore Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Weinberg John S
CEO/Chairman. First filing Nov 2016, latest Feb 23, 2026, 0 filings in all.
Officers reporting now
6
of 15 people with a filing in the last fifteen months
Directors reporting now
9
26 people on the record since 2006
Officerssales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Lalonde Timothy Gilbert | Chief Financial Officer | Mar 2023 | Jun 15, 2026 | 1 · $2.7M |
| Weinberg John S | CEO/Chairman | Nov 2016 | Feb 23, 2026 | none |
| Altman Roger C | Founder and Senior Chairman | Aug 2006 | Feb 23, 2026 | none |
| Klurfeld Jason | General Counsel | Feb 2018 | Feb 23, 2026 | 1 · $1.8M |
| Lindsey-Clark Matthew | Co-Head EMEA IB | May 2025 | Feb 23, 2026 | none |
| Pensa Paul | Contr, Prin. Acct.Officer | Aug 2007 | Feb 23, 2026 | 1 · $500,000 |
Directorssales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Carlton Pamela G | director | Oct 2019 | Jun 12, 2026 | 1 · $100,000 |
| Futter Ellen V | director | Apr 2018 | Jun 12, 2026 | none |
| Harris Gail Block | director | Aug 2006 | Jun 12, 2026 | none |
| Millard Robert B | director | Jul 2012 | Jun 12, 2026 | none |
| Overlock Wilard J Jr | director | Oct 2014 | Jun 12, 2026 | none |
| Robertson Sir Simon | director | Apr 2017 | Jun 12, 2026 | none |
| Varney Christine A | director | Mar 2026 | Jun 12, 2026 | none |
| Wheeler William J | director | Feb 2015 | Jun 12, 2026 | none |
| Williamson Sarah K | director | Apr 2018 | Jun 12, 2026 | none |
Earlier names on the record11, newest filing first
Hyman Edward S · officer · last filing Feb 2025Beattie Richard I · director · last filing Dec 2023Brown Celeste M · officer · last filing Jul 2022Schlosstein Ralph · officer · last filing Feb 2022Walsh Robert B · officer · last filing Feb 2022Wilson Kendrick R III · director · last filing Jun 2021Sibbald Andrew · officer · last filing Jan 2020Arellano Ostoa Augusto · officer · last filing Feb 2019Frankel Adam B · officer · last filing Feb 2018De Saint Phalle Francois · director · last filing Jun 2016Hessler Curtis A · director · last filing Jun 2016
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.