| Due Diligence for Asset Managers |
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| Evercore Partners Inc | |
|---|---|
| Ticker | EVR |
| CIK # | 0001360901 |
| CUSIP | 29977A105 |
| Sector | Finance - Investment Advice |
| Address | 55 East 52Nd Street 38th Floor, New York, NY 10055 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001360901] | 10-K | |
| [0001360901] | 10-Q | |
| [0001360901] | 3 | |
| [0001360901] | 4 | |
| [0001360901] | 5 | |
| [0001360901] | 8-K | |
| [0001360901] | SC 13D | |
| [0001360901] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Williamson Sarah K
Shares of Class A common stock, par value $0.01 per share
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2026-03-06 | Buy | 2,000 | $290.43 | 580,860 |
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LaLonde Timothy Gilbert
Shares of Class A common stock, par value $0.01 per share
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2026-02-19 | Grant | 12,465 | $0.00 | |
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Weinberg John S
Shares of Class A common stock, par value $0.01 per share
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2026-02-19 | Grant | 31,528 | $0.00 | |
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Altman Roger C
Shares of Class A common stock, par value $0.01 per share
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2026-02-19 | Grant | 30,062 | $0.00 | |
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Klurfeld Jason
Shares of Class A common stock, par value $0.01 per share
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2026-02-19 | Grant | 8,799 | $0.00 | |
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Pensa Paul
Shares of Class A common stock, par value $0.01 per share
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2026-02-19 | Grant | 1,867 | $0.00 | |
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Lindsey-Clark Matthew
Shares of Class A common stock, par value $0.01 per share
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2026-02-19 | Grant | 7,638 | $0.00 | |
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Klurfeld Jason
Shares of Class A common stock, par value $0.01 per share
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2026-02-13 | Tax withheld | 374 | $328.56 | 122,881 |
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Klurfeld Jason
Shares of Class A common stock, par value $0.01 per share
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2026-02-06 | Sell | 5,000 | $360.00 | 1,800,000 |
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Pensa Paul
Shares of Class A common stock, par value $0.01 per share
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2026-02-05 | Sell | 1,450 | $350.31 | 507,950 |
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Weinberg John S
Shares of Class A common stock, par value $0.01 per share
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2026-02-04 | Tax withheld | 13,360 | $346.23 | 4,625,633 |
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Pensa Paul
Shares of Class A common stock, par value $0.01 per share
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2026-02-04 | Tax withheld | 1,255 | $346.23 | 434,519 |
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Klurfeld Jason
Shares of Class A common stock, par value $0.01 per share
|
2026-02-04 | Tax withheld | 5,319 | $346.23 | 1,841,597 |
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Lindsey-Clark Matthew
Shares of Class A common stock, par value $0.01 per share
|
2026-02-04 | Tax withheld | 3,578 | $346.23 | 1,238,811 |
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LaLonde Timothy Gilbert
Shares of Class A common stock, par value $0.01 per share
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2026-02-04 | Tax withheld | 7,320 | $346.23 | 2,534,404 |
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Altman Roger C
Shares of Class A common stock, par value $0.01 per share
|
2026-02-04 | Tax withheld | 13,554 | $346.23 | 4,692,801 |
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LaLonde Timothy Gilbert
Class K Units of Evercore LP · derivative
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2025-12-31 | Option exercise | 150,000 | $0.00 | |
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LaLonde Timothy Gilbert
Class K-P Units of Evercore LP · derivative
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2025-12-31 | Option exercise | 100,000 | $0.00 | |
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Carlton Pamela G
Shares of Class A common stock, par value $0.01 per share
|
2025-12-09 | Sell | 192 | $343.11 | 65,877 |
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Altman Roger C
Partnership units of Evercore LP · derivative
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2025-11-06 | Gift | 33,400 | ||
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 658 | 35,356,640 |
| 2025-12-31 | 639 | 33,713,843 |
| 2025-09-30 | 635 | 33,929,495 |
| 2025-06-30 | 570 | 35,224,830 |
| 2025-03-31 | 555 | 33,838,086 |
| 2024-12-31 | 587 | 31,821,715 |
| 2024-09-30 | 519 | 32,727,711 |
| 2024-06-30 | 474 | 33,247,264 |
| 2024-03-31 | 477 | 34,684,714 |
| 2023-12-31 | 438 | 34,671,271 |
| 2023-09-30 | 402 | 32,739,688 |
| 2023-06-30 | 402 | 33,254,939 |