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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Aug 5, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
- Jul 29, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Jun 12, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,4396 flagged findings
Reported transactions (Form 4)50since Jun 14, 2023 · and 6 other holdings
Corporate events (8-K)30since Feb 6, 2015
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
The 25 most recent filings (of 1,439)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Aug 5, 2610-Q ↗Quarterly report
- Jul 31, 26SCHEDULE 13G ↗Passive stake · Vanguard Portfolio Management · 5.1% · event on Jun 30, 26
- Jul 29, 268-K ↗Current report · Results
Insider transaction · 10 Form 4 filingsshow all 10hide
- Jun 15, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 26Form 4 ↗Insider transaction
- Jun 12, 268-K ↗Current report · Shareholder vote results
- Jun 11, 26Form 144 ↗Notice of proposed sale
- May 26, 26DEFA14A ↗Shareholder meeting and votes
- May 21, 26DEFA14A ↗Shareholder meeting and votes
- May 19, 26DEFA14A ↗Shareholder meeting and votes
- May 12, 26DEFA14A ↗Shareholder meeting and votes
- May 6, 2610-Q ↗Quarterly report
- May 4, 26Form 144 ↗Notice of proposed sale
- Apr 29, 26SCHEDULE 13G ↗Passive stake · Vanguard Capital Management · 5.0% · event on Mar 31, 26
- Apr 29, 268-K ↗Current report · Results
- Apr 29, 26DEFA14A ↗Shareholder meeting and votes
- Apr 29, 26DEF 14A ↗Shareholder meeting and votes
1,439 filings on record, the oldest from Aug 10, 06.
Listing the 25 most recent filings of the 1,439 on record.
23637
- Feb 4, 26A senior executive left or was appointed8-K 5.02 ↗
- Jul 30, 25Sold unregistered shares+2 more in the same filing8-K 3.02 ↗
- Jul 11, 25Entered a material agreement+2 more in the same filing8-K 1.01 ↗
10 senior executive changes2018 – 2025show all 10hide
- Feb 14, 25A senior executive left or was appointed8-K 5.02 ↗
- Jan 20, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 26, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 27, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 28, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 30, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jul 15, 20A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 28, 19A senior executive left or was appointed8-K 5.02 ↗
- Oct 24, 18A senior executive left or was appointed8-K 5.02 ↗
- Apr 25, 18A senior executive left or was appointed8-K 5.02 ↗
- Jul 28, 17Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Jun 20, 17Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Apr 28, 17A senior executive left or was appointed8-K 5.02 ↗
- Nov 18, 16Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Jun 29, 16A material agreement was terminated+2 more in the same filing8-K 1.02 ↗
- Jun 17, 16A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 31, 16Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Jan 22, 16Entered a material agreement+1 more in the same filing8-K 1.01 ↗
5 older filings not shown · The record reaches back to Aug 16, 06.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Oct 27, 11Restructuring plan with committed costs+3 more in the same filing8-K 2.05 ↗
The full record holds 2 stress filings.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13D: stake and stated purpose
Filed by holders above 5% of a share class who cannot use the short form. It includes the investor's stated purpose: read it before assuming they seek influence.
- Edward S. Hyman4.3%Feb 10, 25SCHEDULE 13D/A ↗
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Vanguard Portfolio Management5.1%Jun 30, 26SCHEDULE 13G ↗
- Vanguard Capital Management5.0%Mar 31, 26SCHEDULE 13G ↗
- Wellington Management Group LLP5.0%Dec 31, 25SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
- Jun 11, 26Sell$2.7MTimothy Gilbert LaLondeChief Financial Officer↗
- Mar 6, 26Buy$581KSarah K Williamson↗
- Feb 6, 26Sell$1.8MJason KlurfeldGeneral Counsel↗
- Feb 5, 26Sell$508KPaul PensaContr, Prin. Acct.Officer↗
- Dec 9, 25Sell$66KPamela G Carlton↗
- Aug 5, 25Sell$2.5MTimothy Gilbert LaLondeChief Financial Officer↗
- Aug 1, 25Sell$1.6MJason KlurfeldGeneral Counsel↗
Stock compensation, tax and giftsshow the 33 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Jun 10, 26Compensationamount n/aPamela G Carlton↗
- Jun 10, 26Compensationamount n/aELLEN FUTTER V↗
- Jun 10, 26Compensationamount n/aGail Block Harris↗
- Jun 10, 26Compensationamount n/aROBERT B MILLARD↗
- Jun 10, 26Compensationamount n/aWILARD J OVERLOCK JR↗
- Jun 10, 26Compensationamount n/aSir Simon Robertson↗
- Jun 10, 26Compensationamount n/aCHRISTINE A VARNEY↗
- Jun 10, 26Compensationamount n/aWILLIAM J WHEELER↗
- Jun 10, 26Compensationamount n/aSarah K Williamson↗
- Feb 19, 26Compensationamount n/aRoger C AltmanFounder and Senior Chairman↗
- Feb 19, 26Compensationamount n/aJason KlurfeldGeneral Counsel↗
- Feb 19, 26Compensationamount n/aTimothy Gilbert LaLondeChief Financial Officer↗
- Feb 19, 26Compensationamount n/aMatthew Lindsey-ClarkCo-Head EMEA IB↗
- Feb 19, 26Compensationamount n/aPaul PensaContr, Prin. Acct.Officer↗
- Feb 19, 26Compensationamount n/aJOHN S WEINBERGCEO/Chairman↗
- Feb 13, 26Tax$123KJason KlurfeldGeneral Counsel↗
- Feb 4, 26Tax$2.5MTimothy Gilbert LaLondeChief Financial Officer↗
- Feb 4, 26Tax$4.6MJOHN S WEINBERGCEO/Chairman↗
- Feb 4, 26Tax$1.2MMatthew Lindsey-ClarkCo-Head EMEA IB↗
- Feb 4, 26Tax$435KPaul PensaContr, Prin. Acct.Officer↗
- Feb 4, 26Tax$1.8MJason KlurfeldGeneral Counsel↗
- Feb 4, 26Tax$4.7MRoger C AltmanFounder and Senior Chairman↗
- Sep 5, 25Giftamount n/aGail Block Harris↗
- Jun 11, 25Compensationamount n/aPamela G Carlton↗
- Jun 11, 25Compensationamount n/aSir Simon Robertson↗
- Jun 11, 25Compensationamount n/aGail Block Harris↗
- Jun 11, 25Compensationamount n/aWILARD J OVERLOCK JR↗
- Jun 11, 25Compensationamount n/aWILLIAM J WHEELER↗
- Jun 11, 25Compensationamount n/aSarah K Williamson↗
- Jun 11, 25Compensationamount n/aROBERT B MILLARD↗
- Jun 11, 25Compensationamount n/aELLEN FUTTER V↗
- Mar 10, 25Compensationamount n/aJason KlurfeldGeneral Counsel↗
- Feb 20, 25Compensationamount n/aRoger C AltmanFounder and Senior Chairman↗
The full record holds 146 transactions and goes back to Feb 24, 22.
Its sector and its market
Evercore Inc. among Financials companies
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,439 documents on file, from Aug 10, 2006 to Aug 5, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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