Data spanning the past 90 days through December 20, 2025 reveals that Evercore's three principal insider shareholders consist of Vice Chair Evr & Chairman Eisi Edward S Hyman (4.25Mn shares), General Counsel Jason Klurfeld (59.69K shares), Chief Financial Officer Timothy Gilbert Lalonde (37.46K 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 | 618,722 | 24 Feb, 2025 |
| Ralph Schlosstein | Co CEO/Co Chairman | 239,674 | 17 Feb, 2022 |
| Roger C Altman | Founder And Senior Chairman | 67,644 | 24 Feb, 2025 |
| Jason Klurfeld | General Counsel | 59,687 | 05 Aug, 2025 |
| Robert B Walsh | Principal Financial Officer | 55,558 | 03 Jun, 2021 |
| Robert B Millard | 52,682 | 12 Jun, 2025 | |
| Gail Block Harris | 39,787 | 09 Sep, 2025 | |
| Timothy Gilbert Lalonde | Chief Financial Officer | 37,463 | 07 Aug, 2025 |
| Celeste M Brown | Chief Financial Officer | 33,495 | 08 Jul, 2022 |
| 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 | |
| Paul Pensa | Contr And Prin. Acct.Officer | 7,727 | 24 Feb, 2025 |
| Ellen V Futter | 6,948 | 12 Jun, 2025 | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 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 |
| 11 Jun, 2025 | Sarah K Williamson | Shares of Class A common stock, par value $0.01 per share | A | 1,054 | $0.00 | 11,345 | D | A |
| 11 Jun, 2025 | Pamela G Carlton | Shares of Class A common stock, par value $0.01 per share | A | 527 | $0.00 | 3,673 | D | A |
| 11 Jun, 2025 | Sarah K Williamson | - | - | 11,345 | D | |||
| 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 | Gail Block Harris | Shares of Class A common stock, par value $0.01 per share | A | 527 | $0.00 | 39,820 | D | A |
| 11 Jun, 2025 | Sir Simon Robertson | Shares of Class A common stock, par value $0.01 per share | A | 527 | $0.00 | 9,351 | 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 | William J Wheeler | Shares of Class A common stock, par value $0.01 per share | A | 527 | $0.00 | 12,278 | D | A |
| 10 Mar, 2025 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | A | 30,000 | $0.00 | 65,187 | D | A |
| 20 Feb, 2025 | Timothy Gilbert Lalonde | Shares of Class A common stock, par value $0.01 per share | A | 12,292 | $0.00 | 45,870 | D | A |
| 20 Feb, 2025 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | A | 8,318 | $0.00 | 35,187 | D | A |
| 20 Feb, 2025 | Roger C Altman | Shares of Class A common stock, par value $0.01 per share | A | 15,711 | $0.00 | 67,644 | D | A |