Over the 90-day window ending February 07, 2026, Evercore's three dominant insider ownership positions are held by Vice Chair Evr & Chairman Eisi Edward S Hyman (4.25Mn shares), Ceo/Chairman John S Weinberg (605.36K shares), Co Ceo/Co Chairman Ralph Schlosstein (239.67K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Edward S Hyman | Vice Chair Evr & Chairman Eisi | 4,245,452 | 10 Feb, 2025 |
| John S Weinberg | Ceo/Chairman | 605,362 | 06 Feb, 2026 |
| Ralph Schlosstein | Co Ceo/Co Chairman | 239,674 | 17 Feb, 2022 |
| Robert B Walsh | Principal Financial Officer | 55,558 | 03 Jun, 2021 |
| Roger C Altman | Founder And Senior Chairman | 54,090 | 06 Feb, 2026 |
| Robert B Millard | 52,682 | 12 Jun, 2025 | |
| Jason Klurfeld | General Counsel | 49,368 | 06 Feb, 2026 |
| Gail Block Harris | 39,787 | 09 Sep, 2025 | |
| Celeste M Brown | Chief Financial Officer | 33,495 | 08 Jul, 2022 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 30,143 | 06 Feb, 2026 |
| Matthew Lindsey-Clark | Co Head Emea Ib | 20,209 | 06 Feb, 2026 |
| Richard I Beattie | 17,000 | 07 Dec, 2023 | |
| Wilard J Jr Overlock | 14,552 | 12 Jun, 2025 | |
| William J Wheeler | 12,278 | 12 Jun, 2025 | |
| Sarah K Williamson | 11,345 | 12 Jun, 2025 | |
| Sir Simon Robertson | 9,351 | 12 Jun, 2025 | |
| Ellen V Futter | 6,948 | 12 Jun, 2025 | |
| Paul Pensa | Contr And Prin. Acct.Officer | 5,022 | 06 Feb, 2026 |
| Kendrick R Iii Wilson | 3,714 | 21 Jun, 2021 | |
| Pamela G Carlton | 3,481 | 11 Dec, 2025 |
* 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 Feb, 2026 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | D | 5,000 | $360.00 | 49,368 | D | S |
| 05 Feb, 2026 | Paul Pensa | Shares of Class A common stock, par value $0.01 per share | D | 1,450 | $350.31 | 5,022 | D | S |
| 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 | Roger C Altman | Shares of Class A common stock, par value $0.01 per share | D | 13,554 | $346.23 | 54,090 | 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 |
| 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 |
| 09 Dec, 2025 | Pamela G Carlton | - | - | 3,481 | D | |||
| 09 Dec, 2025 | Pamela G Carlton | Shares of Class A common stock, par value $0.01 per share | D | 192 | $343.11 | 3,481 | D | S |
| 05 Sep, 2025 | Gail Block Harris | Shares of Class A common stock, par value $0.01 per share | D | 33 | $0.00 | 39,787 | D | G |
| 05 Sep, 2025 | Gail Block Harris | - | - | 39,787 | D | |||
| 05 Aug, 2025 | Timothy Gilbert Lalonde | - | - | 37,463 | D | |||
| 05 Aug, 2025 | Timothy Gilbert Lalonde | Shares of Class A common stock, par value $0.01 per share | D | 8,407 | $295.44 | 37,463 | D | S |
| 01 Aug, 2025 | Jason Klurfeld | - | - | 59,687 | D | |||
| 01 Aug, 2025 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | D | 5,500 | $285.85 | 59,687 | D | S |
| 11 Jun, 2025 | Robert B Millard | Shares of Class A common stock, par value $0.01 per share | A | 1,181 | $0.00 | 52,682 | D | A |
| 11 Jun, 2025 | Ellen V Futter | Shares of Class A common stock, par value $0.01 per share | A | 527 | $0.00 | 6,948 | D | A |
| 11 Jun, 2025 | Ellen V Futter | - | - | 6,948 | D | |||
| 11 Jun, 2025 | Wilard J Jr Overlock | Shares of Class A common stock, par value $0.01 per share | A | 1,054 | $0.00 | 14,552 | D | A |