🕵️ Evercore Inc. ($EVR)
SEC insider & ownership activity, last 12 months · CIK 1360901 · every row links its SEC filing
Over the last 12 months insiders sold $5.1M against $581K of open-market buying. Lalonde Timothy Gilbert sold $2.7M in discretionary trades (Jun). No red-flag 8-Ks in the window.
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Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $581K (1 lots) · 4 sellers, $5.1M (4 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Lalonde Timothy Gilbert | 0 | – | 1 | $2.7M | Jun 11, 2026 |
| Klurfeld Jason | 0 | – | 1 | $1.8M | Feb 6, 2026 |
| Sarah K. Williamson | 1 | $581K | 0 | – | Mar 6, 2026 |
| Pensa Paul | 0 | – | 1 | $508K | Feb 5, 2026 |
| Pamela G. Carlton | 0 | – | 1 | $66K | Dec 9, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 5.1% | 13G | Jul 31, 2026 | filing ↗ | |
| Vanguard Capital Management | 5.0% | 13G | Apr 29, 2026 | filing ↗ | |
| Wellington Management Group LLP | 5.0% | 13G | Feb 10, 2026 | filing ↗ | |
| Wellington Group Holdings LLP | 5.0% | 13G | Feb 10, 2026 | filing ↗ | |
| Wellington Investment Advisors Holdings LLP | 5.0% | 13G | Feb 10, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Timothy Gilbert LaLonde | $2.7M | Jun 11, 2026 | filing ↗ |
| Roger C. Altman | $6.3M | May 4, 2026 | filing ↗ |
| Klurfeld Jason | $1.8M | Feb 6, 2026 | filing ↗ |
| Pensa Paul | $508K | Feb 5, 2026 | filing ↗ |
| Pamela Carlton | $66K | Dec 9, 2025 | filing ↗ |
| Roger C. Altman | $4.1M | Nov 7, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 29, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jun 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 10, 2026 | filing ↗ |
| Earnings (2.02) | Apr 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 29, 2026 | filing ↗ |
| Earnings (2.02) | Feb 4, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 4, 2026 | filing ↗ |
| Officer/director changes (5.02) | Feb 3, 2026 | filing ↗ |
| Earnings (2.02) | Oct 29, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 29, 2025 | filing ↗ |