Insider Ledger

EVR insider buying and SEC filings, explained

Evercore Inc. · CIK 1360901

Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov

Insider activity in the last 12 months

Bought
$581K
Insiders who bought
1
Sold (not marked 10b5-1)
$5.1M
Planned sales (10b5-1)
$0

Insider purchases and sales, last 12 months

TradedTypeWhat was filedSource
Jun 11, 2026SaleTimothy Gilbert LaLonde (CFO) sold 7,808 shares at about $343.06 ($2.7M). Holdings down 18% to 34,800 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jun 15, 2026
Mar 6, 2026Purchase (code P)Sarah K Williamson (Director) bought 2,000 shares at about $290.43 ($581K), reported as a purchase (code P). Holdings up 18% to 13,345 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 10, 2026
Feb 6, 2026SaleJason Klurfeld (General Counsel) sold 5,000 shares at $360.00 ($1.8M). Holdings down 9% to 49,368 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Feb 6, 2026
Feb 5, 2026SalePaul Pensa (Contr, Prin. Acct.Officer) sold 1,450 shares at $350.31 ($508K). Holdings down 22% to 5,022 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Feb 6, 2026
Dec 9, 2025SalePamela G Carlton (Director) sold 192 shares at $343.11 ($66K). Holdings down 5% to 3,481 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Dec 11, 2025

24 routine transactions (such as grants, option exercises or tax withholding) are not listed.

Cluster buys

No cluster buys in the last 12 months.

Red flags

No red flags in the last 12 months.

Key events

No key events in the last 12 months.

8-K filings, last 12 months

No 8-K filings in the last 12 months.

Red flags are objective triggers only: the item or form filed, never an opinion.

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