Evercore Inc. (EVR) insider trading: who bought and sold · Investailor

EVR insider activity

27 transactions on file (1 open-market purchase and 4 open-market sales).

Scheduled or decided

4 open-market sales by EVR insiders, between Dec 9, 2025 and Jun 11, 2026.

A sale made under a trading plan agreed months earlier is not the same event as one decided that week, and the filing itself says which.

Discretionary: $5.05M; 4 filings · 4 people
Planned (10b5-1): None; no sales on file
Not stated: None; no sales on file

Discretionary. The box was on the form and was not ticked.

The sale was made at the prevailing price without a pre-arranged plan behind it.

Planned (10b5-1). The filer ticked the Form 4's 10b5-1 box.

The sale ran under a trading plan adopted before the trade, so it is a schedule executing rather than a view taken this week.

Not stated. The filing does not say.

Either it predates the April 2023 checkbox, or nothing has re-read it since. This tab will not guess which of the other two it was.

The 1 open-market purchase on file carry no plan label.

The box can be ticked on a buy, and labelling one would qualify the rarer and more informative of the two signals.

Recent transactions27 filed

Date	Insider	Type	Shares	Price	Value	Owned after
2026-06-11	LaLonde Timothy Gilbert Chief Financial Officer Open-market saleDiscretionary	Open-market sale Discretionary	−7,808	$343.06	−2.68M	34,800
2026-06-10	Williamson Sarah K Director Grant / award	Grant / award	+727	$0.00	+0	14,072
2026-06-10	WHEELER WILLIAM J Director Grant / award	Grant / award	+364	$0.00	+0	12,642
2026-06-10	VARNEY CHRISTINE A Director Grant / award	Grant / award	+727	$0.00	+0	884
2026-06-10	Robertson Sir Simon Director Grant / award	Grant / award	+364	$0.00	+0	9,715

22 more transactions are on Measure

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Each insider's stake5 people

Insider	Role	On Sep 13, 2025	Now	Change	Sold
Pensa PaulContr, Prin. Acct.Officer	Contr, Prin. Acct.Officer	6,472	5,022	−22.40%	$507.95K$507.95K no plan
LaLonde Timothy GilbertChief Financial Officer	Chief Financial Officer	42,608	34,800	−18.33%	$2.68M$2.68M no plan
Klurfeld JasonGeneral Counsel	General Counsel	54,368	49,368	−9.20%	$1.8M$1.8M no plan

2 more insiders, included withMeasure

What each insider held after every open-market trade, over the last twelve months.

The figure is each person’s holding as they reported it. It counts one class of stock and excludes grants, option exercises and shares withheld for tax, so a stake can fall here while somebody’s total holding does not. Since April 2023 a Form 4 states whether a trade ran under a pre-arranged 10b5-1 plan; an older one does not, and those dollars read “not stated” rather than being counted either way.

Ask about Evercore Inc.

The assistant answers from what EVR has actually filed: 17 annual reports filed with the SEC, 27 Form 4 filings from the last year, 13F positions from the 1 tracked investor who hold it and 6 funds that hold it. Every figure in a reply links to the filing it came from, so an answer can be checked rather than believed.

Pressing one answers it here, from EVR's filings and figures. One a day without an account; a free account has its own, and no card.

See every Form 4 EVR insiders have filed, not the latest few.

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What an account lets you do with EVR's filings

Source

From SEC Form 4 filings, filed within two business days of a transaction.

They are filed by officers, directors and 10%-owners. “Indirect” holdings (a trust, an LLC, a family member) are included and not distinguished from direct ones in this table.

Past transactions say nothing about future ones, and none of this is investment advice.

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What an account lets you do with EVR's filings

After each open-market trade