Evercore's top three insider shareholders as of September 17, 2026 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).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Edward S Hyman | Vice Chair Evr Chairman Eisi | 1,643,035 | 0 | 1,643,035 | 55.9% | 10 Feb, 2025 |
| 2 | John S Weinberg | Ceo/Chairman | 636,890 | 0 | 636,890 | 21.7% | 23 Feb, 2026 |
| 3 | Ralph Schlosstein | Co Ceo/Co Chairman | 239,674 | 0 | 239,674 | 8.2% | 17 Feb, 2022 |
| 4 | Roger C Altman | Founder And Senior Chairman | 84,152 | 0 | 84,152 | 2.9% | 23 Feb, 2026 |
| 5 | Jason Klurfeld | General Counsel | 57,793 | 0 | 57,793 | 2.0% | 23 Feb, 2026 |
| 6 | Robert B Millard | Director | 53,497 | 0 | 53,497 | 1.8% | 12 Jun, 2026 |
| 7 | Gail Block Harris | Director | 40,151 | 0 | 40,151 | 1.4% | 12 Jun, 2026 |
| 8 | Timothy Gilbert Lalonde | Chief Financial Officer | 34,800 | 0 | 34,800 | 1.2% | 15 Jun, 2026 |
| 9 | Celeste M Brown | Chief Financial Officer | 33,495 | 0 | 33,495 | 1.1% | 08 Jul, 2022 |
| 10 | Matthew Lindsey-Clark | Co Head Emea Ib | 27,847 | 0 | 27,847 | 0.9% | 23 Feb, 2026 |
| 11 | Richard I Beattie | Director | 17,000 | 0 | 17,000 | 0.6% | 07 Dec, 2023 |
| 12 | Wilard J Jr Overlock | Director | 15,279 | 0 | 15,279 | 0.5% | 12 Jun, 2026 |
| 13 | Sarah K Williamson | Director | 14,072 | 0 | 14,072 | 0.5% | 12 Jun, 2026 |
| 14 | William J Wheeler | Director | 12,642 | 0 | 12,642 | 0.4% | 12 Jun, 2026 |
| 15 | Sir Simon Robertson | Director | 9,715 | 0 | 9,715 | 0.3% | 12 Jun, 2026 |
| 16 | Ellen V Futter | Director | 7,312 | 0 | 7,312 | 0.2% | 12 Jun, 2026 |
| 17 | Paul Pensa | Contr, Prin. Acct.Officer | 6,889 | 0 | 6,889 | 0.2% | 23 Feb, 2026 |
| 18 | Pamela G Carlton | Director | 3,845 | 0 | 3,845 | 0.1% | 12 Jun, 2026 |
| 19 | Christine A Varney | Director | 884 | 0 | 884 | 0.0% | 12 Jun, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 11 Jun, 2026 | Timothy Gilbert Lalonde | Chief Financial Officer | Disposed S | 7,808 | $343.06 | $2.68Mn | 34,800 | Direct |
| 10 Jun, 2026 | Robert B Millard | Director | Acquired A | 815 | $0.00 | $0 | 53,497 | Direct |
| 10 Jun, 2026 | Christine A Varney | Director | Acquired A | 727 | $0.00 | $0 | 884 | Direct |
| 10 Jun, 2026 | Sarah K Williamson | Director | Acquired A | 727 | $0.00 | $0 | 14,072 | Direct |
| 10 Jun, 2026 | Ellen V Futter | Director | Acquired A | 364 | $0.00 | $0 | 7,312 | Direct |
| 10 Jun, 2026 | Wilard J Jr Overlock | Director | Acquired A | 727 | $0.00 | $0 | 15,279 | Direct |
| 10 Jun, 2026 | Sir Simon Robertson | Director | Acquired A | 364 | $0.00 | $0 | 9,715 | Direct |
| 10 Jun, 2026 | Gail Block Harris | Director | Acquired A | 364 | $0.00 | $0 | 40,151 | Direct |
| 10 Jun, 2026 | Pamela G Carlton | Director | Acquired A | 364 | $0.00 | $0 | 3,845 | Direct |
| 10 Jun, 2026 | William J Wheeler | Director | Acquired A | 364 | $0.00 | $0 | 12,642 | Direct |
| 06 Mar, 2026 | Sarah K Williamson | Director | Acquired P | 2,000 | $290.43 | $580.86K | 13,345 | Direct |
| 19 Feb, 2026 | Paul Pensa | Contr, Prin. Acct.Officer | Acquired A | 1,867 | $0.00 | $0 | 6,889 | Direct |
| 19 Feb, 2026 | John S Weinberg | Ceo/Chairman | Acquired A | 31,528 | $0.00 | $0 | 636,890 | Direct |
| 19 Feb, 2026 | Matthew Lindsey-Clark | Co Head Emea Ib | Acquired A | 7,638 | $0.00 | $0 | 27,847 | Direct |
| 19 Feb, 2026 | Jason Klurfeld | General Counsel | Acquired A | 8,799 | $0.00 | $0 | 57,793 | Direct |
| 19 Feb, 2026 | Timothy Gilbert Lalonde | Chief Financial Officer | Acquired A | 12,465 | $0.00 | $0 | 42,608 | Direct |
| 19 Feb, 2026 | Roger C Altman | Founder And Senior Chairman | Acquired A | 30,062 | $0.00 | $0 | 84,152 | Direct |
| 13 Feb, 2026 | Jason Klurfeld | General Counsel | Disposed F | 374 | $328.56 | $122.88K | 48,994 | Direct |
| 04 Feb, 2026 | Jason Klurfeld | General Counsel | Disposed F | 5,319 | $346.23 | $1.84Mn | 54,368 | Direct |
| 04 Feb, 2026 | John S Weinberg | Ceo/Chairman | Disposed F | 13,360 | $346.23 | $4.63Mn | 605,362 | Direct |