As of June 06, 2026, Evercore's top three insider holders are Edward S Hyman (Vice Chair Evr Chairman Eisi, 2.60Mn shares), Edward S Hyman (Vice Chair Evr Chairman Eisi, 1.64Mn shares), John S Weinberg (Ceo/Chairman, 636.89K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John S Weinberg | Ceo/Chairman | 636,890 | 0 | 23 Feb, 2026 |
| Ralph Schlosstein | Co Ceo/Co Chairman | 239,674 | 0 | 17 Feb, 2022 |
| Wilard J Jr Overlock | - | 14,552 | 0 | 12 Jun, 2025 |
| Richard I Beattie | - | 17,000 | 0 | 07 Dec, 2023 |
| William J Wheeler | - | 12,278 | 0 | 12 Jun, 2025 |
| Edward S Hyman | Vice Chair Evr Chairman Eisi | 0 | 2,602,417 | 25 Feb, 2022 |
| Gail Block Harris | - | 39,787 | 0 | 09 Sep, 2025 |
| Roger C Altman | Founder And Senior Chairman | 84,152 | 0 | 23 Feb, 2026 |
| Paul Pensa | Contr, Prin. Acct.Officer | 6,889 | 0 | 23 Feb, 2026 |
| Pamela G Carlton | - | 3,481 | 0 | 11 Dec, 2025 |
| Sir Simon Robertson | - | 9,351 | 0 | 12 Jun, 2025 |
| Jason Klurfeld | General Counsel | 57,793 | 0 | 23 Feb, 2026 |
| Sarah K Williamson | - | 13,345 | 0 | 10 Mar, 2026 |
| Celeste M Brown | Chief Financial Officer | 33,495 | 0 | 08 Jul, 2022 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 42,608 | 0 | 23 Feb, 2026 |
| Matthew Lindsey-Clark | Co Head Emea Ib | 27,847 | 0 | 23 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Sarah K Williamson | Shares of Class A common stock, par value $0.01 per share | A | 2,000 | $290.43 | 13,345 | D | P |
| 06 Mar, 2026 | Sarah K Williamson | Shares of Class A common stock, par value $0.01 per share | A | 2,000 | $290.43 | 13,345 | D | P |
| 19 Feb, 2026 | Timothy Gilbert Lalonde | Shares of Class A common stock, par value $0.01 per share | A | 12,465 | $0.00 | 42,608 | D | A |
| 19 Feb, 2026 | Matthew Lindsey-Clark | Shares of Class A common stock, par value $0.01 per share | A | 7,638 | $0.00 | 27,847 | D | A |
| 19 Feb, 2026 | John S Weinberg | Shares of Class A common stock, par value $0.01 per share | A | 31,528 | $0.00 | 636,890 | D | A |
| 19 Feb, 2026 | Timothy Gilbert Lalonde | Shares of Class A common stock, par value $0.01 per share | A | 12,465 | $0.00 | 42,608 | D | A |
| 19 Feb, 2026 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | A | 8,799 | $0.00 | 57,793 | D | A |
| 19 Feb, 2026 | Roger C Altman | Shares of Class A common stock, par value $0.01 per share | A | 30,062 | $0.00 | 84,152 | D | A |
| 19 Feb, 2026 | Paul Pensa | Shares of Class A common stock, par value $0.01 per share | A | 1,867 | $0.00 | 6,889 | D | A |
| 19 Feb, 2026 | Matthew Lindsey-Clark | Shares of Class A common stock, par value $0.01 per share | A | 7,638 | $0.00 | 27,847 | D | A |
| 19 Feb, 2026 | Paul Pensa | Shares of Class A common stock, par value $0.01 per share | A | 1,867 | $0.00 | 6,889 | D | A |
| 19 Feb, 2026 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | A | 8,799 | $0.00 | 57,793 | D | A |
| 19 Feb, 2026 | John S Weinberg | Shares of Class A common stock, par value $0.01 per share | A | 31,528 | $0.00 | 636,890 | D | A |
| 13 Feb, 2026 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | D | 374 | $328.56 | 48,994 | D | F |
| 13 Feb, 2026 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | D | 374 | $328.56 | 48,994 | D | F |
| 04 Feb, 2026 | John S Weinberg | Shares of Class A common stock, par value $0.01 per share | D | 13,360 | $346.23 | 605,362 | D | F |
| 04 Feb, 2026 | Matthew Lindsey-Clark | Shares of Class A common stock, par value $0.01 per share | D | 3,578 | $346.23 | 20,209 | D | F |
| 04 Feb, 2026 | Paul Pensa | Shares of Class A common stock, par value $0.01 per share | D | 1,255 | $346.23 | 6,472 | D | F |
| 04 Feb, 2026 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | D | 5,319 | $346.23 | 54,368 | D | F |
| 04 Feb, 2026 | Timothy Gilbert Lalonde | Shares of Class A common stock, par value $0.01 per share | D | 7,320 | $346.23 | 30,143 | D | F |