EVR's three largest insider shareholders as of March 23, 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).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Edward S Hyman | Vice Chair Evr Chairman Eisi | 0 | 2,602,417 | 25 Feb, 2022 |
| Edward S Hyman | Vice Chair Evr Chairman Eisi | 1,643,035 | 0 | 10 Feb, 2025 |
| John S Weinberg | Ceo/Chairman | 636,890 | 0 | 23 Feb, 2026 |
| Ralph Schlosstein | Co Ceo/Co Chairman | 239,674 | 0 | 17 Feb, 2022 |
| Roger C Altman | Founder And Senior Chairman | 84,152 | 0 | 23 Feb, 2026 |
| Jason Klurfeld | General Counsel | 57,793 | 0 | 23 Feb, 2026 |
| Robert B Walsh | Principal Financial Officer | 55,558 | 0 | 03 Jun, 2021 |
| Robert B Millard | 52,682 | 0 | 12 Jun, 2025 | |
| Timothy Gilbert Lalonde | Chief Financial Officer | 42,608 | 0 | 23 Feb, 2026 |
| Gail Block Harris | 39,787 | 0 | 09 Sep, 2025 | |
| Celeste M Brown | Chief Financial Officer | 33,495 | 0 | 08 Jul, 2022 |
| Matthew Lindsey-Clark | Co Head Emea Ib | 27,847 | 0 | 23 Feb, 2026 |
| Wilard J Jr Overlock | 14,552 | 0 | 12 Jun, 2025 | |
| Sarah K Williamson | 13,345 | 0 | 10 Mar, 2026 | |
| William J Wheeler | 12,278 | 0 | 12 Jun, 2025 | |
| Sir Simon Robertson | 9,351 | 0 | 12 Jun, 2025 | |
| Ellen V Futter | 6,948 | 0 | 12 Jun, 2025 | |
| Paul Pensa | Contr, Prin. Acct.Officer | 6,889 | 0 | 23 Feb, 2026 |
| Kendrick R Iii Wilson | 3,714 | 0 | 21 Jun, 2021 | |
| Pamela G Carlton | 3,481 | 0 | 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 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 | 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 | 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 | 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 | 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 | 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 | Timothy Gilbert Lalonde | Shares of Class A common stock, par value $0.01 per share | A | 12,465 | $0.00 | 42,608 | 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 |
| 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 | 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 | 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 |
| 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 | Roger C Altman | Shares of Class A common stock, par value $0.01 per share | D | 13,554 | $346.23 | 54,090 | D | F |
| 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 |
| 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 |
| 31 Dec, 2025 | Timothy Gilbert Lalonde | Class K-P Units of Evercore LP | D | 100,000 | $0.00 | 0 | D | M |
| 31 Dec, 2025 | Timothy Gilbert Lalonde | Class K Units of Evercore LP | A | 150,000 | $0.00 | 150,000 | D | M |
| 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 |
| 06 Nov, 2025 | Roger C Altman | Partnership units of Evercore LP | D | 33,400 | - | 103,734 | D | G |